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Workday Adaptive Planning Knowledge Center

Steps: Set Up Workforce Planning with Workday HCM

Introduces you to the high-level steps of setting up  workforce planning with Workday HCM, including links to in-depth articles.

Workforce planning is an Adaptive Planning instance that uses your Workday HCM data. The model foundation includes dimension and data loaders, top-down and bottom-up modeled sheets, dimensions, and formulas.  

Prerequisites

Changes you make to the model's structure can destroy the underlying logic. See Workforce Planning Model Components.  

Some links in this article go to the Workday community. If you don't have a community account, request one.

The workforce planning instance is separate from your Adaptive Planning financial planning instance. To get started:

  • Contact your Customer Success Manager. See Contact Us.
  • You don't need an existing financial planning model.
  • You do need Workday HCM. If you don't use Workday HCM, use the personnel planning sheet to manage your workforce. The personnel planning sheet comes with your financial planning model. Or, contact us to discuss other options.

You must also:

Migrate Custom Reports to Workday

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Workday custom reports let you pull data from Workday into your Adaptive Planning instance. Use Workday's Customer Central to migrate custom reports to your tenant.

Get started: 

Set Up Adaptive Planning Calendar

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The calendar of your instance begins with January and ends with December. The calendar periods are years, quarters, and months. You can set up your calendar differently with Flexible Time Modeling. 

Get started:

Complete the Adaptive Planning Integration Steps

Edit the Workday Credential

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Your instance includes a Workday credential in Adaptive Planning Design Integrations. You must edit the credential to connect to Workday HCM.

Get started:

Import Data and Run the Loaders

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Your instance includes Workday data sources and preset loaders. From Adaptive Planning Design Integrations, select Import Data in the Workday data source. Then, run the loaders in a specific order. You can also schedule tasks to run your loaders at regular intervals. This ensures that your Adaptive Planning data stays up-to-date.

Get started: 

(Optional) Enable Drill into Workday

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Let users on the Adaptive Planning interface drill into Workday HCM from Adaptive Planning sheets, reports, and charts.

Get started:

Set Up Adaptive Planning Security

Understand Your Security Structure

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Your instance includes access rule-based security. You can manage user access to data and areas of your model with a combination of permissions, version access controls, access rules and settings for levels, accounts, and sheets.

Get started:

Concept: Security Structure

Assign Roles and Access Rules

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Your version has preset roles that you can assign to users. Roles give users permission to access various parts of the model. Use the roles as-is, create roles, or edit the preset roles.

You must assign each user a role and create access rules for each user or group.

Get started: 

Assign the Sheets to Users or Levels

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The way you assign sheets depends on the kind of sheet:

  • User assigned sheets: Assign directly to users. Direct them to the nav menu > Assumptions.
  • Level assigned sheets: Assign to levels. Users can access the sheets if their access rules include the levels. Direct users to the nav menu > Sheets.

Get started: 

Start Planning

Prep the Sheets with Data

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Data in the All Assumptions user-assigned sheet drives data in other sheets that are important to the planning process. Get data into the All Assumptions sheet using loaders, spreadsheet imports, APIs, or entering the data manually. 

Get started: 

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Your  model is ready for you to start planning. Use sheets on dashboards to manage data and build and share charts. You can right-click on cells to drill through to your Workday objects.

Get started: 

Publish and Sync Data

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Publish the data from your plan as a Workforce Action Plan. This populates an HCM worksheet where you can create positions.  Then, close the loop by running the planning data loader to refresh your position sheet. This keeps your planning and actual data synced and up to date. 

Get started:

 

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