Skip to main content

logoCorrectSize.png

Adaptive Insights LLC.

Using Adaptive Insights with Workday

Introduces you to the high-level steps of using Adaptive Planning and Workday, including links to in-depth articles. 

Contact your Customer Success Manager or your Implementation Consultant to get started with these features.

Get familiar with the overall steps of using Adaptive Insights and Workday.

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

Use Workday as a Data Source for Adaptive Insights

Import.png

The most basic method of integrating Workday and Adaptive Insights is to use Workday as a data source. Once your Workday data source is ready, you can then load actuals, dimensions, and accounts from Workday reports into Adaptive Insights.

Get started:

Set Up Single Sign-On from Workday Into Adaptive Insights

Security.png

 

You can provide single sign-on for the Workday users you want using Adaptive Insights. They’ll get an Adaptive Insights worklet they can click for quick access to planning. You can use one of two forms for Single Sign-On.

Get started:

Synchronize Workday Users into Adaptive Insights


users

 

Synchronize your Workday users into Adaptive Insights, then manage them all from Workday. Control only their planning role and level access from within Adaptive Insights.

Get started:

Log into Adaptive Insights OfficeConnect with Workday Credentials

Security.png

Once your users synchronize from Workday, they can log into Adaptive OfficeConnect with their Workday Credentials.

Get started:

View Adaptive Insights Notifications as Workday Notifications

notifications

For Workday-synchronized users, any notifications Adaptive Insights generates become Workday notifications.

Get started:

Publish Plans to Workday

Import.png

For the tightest integration, you can publish your plans directly to Workday. Provide publish permissions to users, indicate publishable plan versions, then publish the plans to Workday draft templates.

Get started:

  • Was this article helpful?