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Connect Rippling to Workiva to automate reporting and compliance platform access and keep financial and ESG reporting workflows tied to current employee roles.
The Rippling–Workiva integration automates user lifecycle management in Workiva's connected reporting and compliance platform based on Rippling employment data. Finance, accounting, audit, and legal team members are provisioned into Workiva with role-appropriate permissions on hire and deprovisioned automatically at termination — protecting SEC filing workflows and financial reporting data from unauthorized access.
Workiva is used by public companies for SEC reporting (10-K, 10-Q, 8-K), SOX compliance documentation, ESG reporting, and board reporting. Because it handles sensitive financial filings, Workiva access is one of the highest-sensitivity provisioning use cases — making automated deprovisioning from Rippling a critical control.
Finance teams at public companies often manage Workiva access manually through the platform's admin panel, meaning departing finance or audit staff may retain access to live SEC filing documents and SOX workpapers for days after their last day. Automating deprovisioning from Rippling immediately revokes access to one of the most sensitive applications in the finance stack.
thePeopleStack configures SAML SSO and provisioning between Rippling and Workiva, scoping access to finance, accounting, audit, and legal roles. We test deprovisioning against a sample termination before go-live and confirm that access removal is reflected in Workiva's user audit trail.
Workiva integrations for thePeopleStack's Rippling clients are structured around US public company SEC reporting and SOX compliance workflows.
Canadian and cross-border operations: for Canadian public companies using Workiva for MD&A or CSA compliance reporting, provisioning follows the same Rippling-driven lifecycle as US team members.
Workiva is a connected reporting and compliance platform used by public companies for SEC filings, SOX documentation, ESG reporting, and board and management reporting. It is widely used by finance, accounting, audit, and IR teams.
Workiva contains live SEC filing documents, SOX workpapers, and financial data that are material and non-public before filing. Former employees with active Workiva access could view or modify pre-filing data, creating significant legal and regulatory exposure.
Yes. Workiva supports SAML SSO, and Rippling can serve as the identity provider to tie Workiva access to active employment status.
Yes. Rippling's department and job title fields map to Workiva role assignments, ensuring contributors, reviewers, and certifiers receive appropriate permissions based on their role in the reporting process.
Standard SSO and provisioning setup takes 2–3 hours including role mapping and deprovisioning trigger testing.
