If you do not currently have a project open with a resource certified in the Workday platform, please contact your Customer Success Manager to get the next steps and scope of work for the configuration. If you have a project in place, you can open a ticket with Provisioning to enable the connection. You must have a project in place with an Implementer certified on the Workday platform for us to enable the connection.
Some links in this article go to the Workday community. If you don't have a community account, request one.
Watch the videos: 16m 22s
Synchronize User Accounts
You can now access Adaptive Planning from Workday using the same user account for more unified security. Adaptive Planning user accounts synchronize with user accounts in Workday. Adaptive Planning administrators can then assign users the appropriate role and level permissions in Adaptive Planning.
- If your organization has multi-instances of Adaptive Planning, you can now access them from Workday. See Access Multi-Instances from Workday.
- You can now easily manage and switch between multiple Workday tenant connections for OfficeConnect and Excel Interface for Planning. See Set up OfficeConnect and Excel Interface for Planning with Workday Credentials.
Publish Headcount Plans
You can now publish plan versions from Adaptive Planning 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 Workday and Adaptive Planning.
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 Plan. This link will let you:
- See a detailed history of what published
- Review publication status
- Publish plans
- Take action on messages
See Publish Plans.
To publish plans, the Workday credential for your Workday data source must use JWT Bearer for Client Grant Type. See Switch Client Grant Type to JWT Bearer.
Adaptive Planning Notifications in Workday
You can now access your Adaptive Insights alerts directly in Workday, providing a central location for all notifications. You can also access direct links in these notifications that gets viewers directly to the appropriate location in Adaptive Planning where applicable. This makes it faster and easier for you to find the items that you need to take action on.
These Adaptive Planning alerts are available as Workday notifications:
Use Adaptive Planning APIs with Workday Credentials
Workday-synchronized users can access the Adaptive Planning 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 Planning APIs from Workday-synchronized users replace the
password in the
credentials element with a
ticket that functions as an access token.
Where's the Docs?
Workday related documentation from the Integration area of the Adaptive Planning knowledge center moved into the Workday community. Make sure you update any browser bookmarks that link to the moved content.
|Was in Knowledge Center||Now in Workday Admin Guide|
|Set Up a Workday Data Source||Steps: Set Up Workday Data Sources for Adaptive Planning|
|Steps: Create Workday Credentials in Adaptive Planning|
|Select Workday Reports in Workday Data Sources for Adaptive Planning|
|Set Up a Workday External System for Drillback and Publishing Plans||Set Up Workday External Systems for Adaptive Planning|