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Adaptive Insights LLC.

Workday using Adaptive Insights

2019.3 Release Notes for Workday - Adaptive Insights enhanced experience

Adaptive Insights Implementer Role

Use the new Adaptive Insights Implementer role permissions template to quickly assign appropriate permissions for seamless Worklet access. The Adaptive Insights Implementer role template is ideal for giving a third-party implementer limited access that you can quickly revoke in the future. 

Adaptive Insights Implementer Role

See Roles and Permissions Overview.

Use Adaptive Insights APIs with Workday Credentials

Workday-synchronized users can access the Adaptive Insights public APIs with their Workday credentials. An administrator in Workday first configures the Adaptive Insights API task and API timeout for the users who need to run the APIs. Requests for Adaptive Insights APIs from Workday-synchronized users replace the username and password in the credentials element with a ticket that functions as an access token.

See Making Adaptive Insights API Requests with Workday Credentials.

Limited Availability Coming January 2020

We're introducing these features first to a small set of customers.  Contact your Customer Success Manager or your Professional Services Consultant for more on getting started with an integrated Workday-Adaptive Insights solution.

Synchronize User Accounts

 

You can now access Adaptive Insights  from Workday using the same user account for more unified security. Adaptive Insights user accounts synchronize with user accounts in Workday. Adaptive Insights administrators can then assign users the appropriate role and level permissions in Adaptive Insights.

 Adaptive Insights Notifications in Workday 

 

We continue to enhance Adaptive Insights alerts as  Workday notifications. You can access direct links in notifications for a more unified user experience. This makes it faster and easier for you to find the items that you need to take action on.

These Adaptive Insightss alerts will be available as Workday notifications:

  • Processes
  • Workflow
  • Reports
  • Dashboards
  • Integration

Publish Headcount Plans

You can publish plan versions from Adaptive Insights to Workday . This enables you to preview plans in Workday , generate management reporting, and support downstream actions, such as position creation, streamlining your plan to execute process. This also helps minimize the need to manually synchronize data between Adaptive Insights  and Workday .

To set up, you'll need to define a user group and give the group the Publish access type. Members of this group will get an additional main navigation link for Publish Plans. This link will let you:

  • See a detailed history of what published
  • Review publication status
  • Publish plans
  • Take action on messages

 

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