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Adaptive Planning
Last Updated: 2023-06-23
Workday Using Adaptive Planning

Workday Using Adaptive Planning

You must work with a Workday-certified implementer. If you don't have access with an implementer, contact your Customer Success Manager to engage professional services.
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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
.

Access
OfficeConnect
 and
Excel Interface for Planning
 from
Workday

Watch the video:
 4m 44s

If your instance is set up with
Workday
 and your user accounts are centrally managed from Workday, your IT admin can set up your
OfficeConnect
 users to log in with their
Workday
 credentials. Once setup, any users with
OfficeConnect
 or
Excel Interface for Planning
 can log in using their
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
To publish plans, the Workday credential for your Workday data source must use JWT Bearer for Client Grant Type. See Switch to JWT Client Grant Type in Adaptive Planning.

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:
  • Processes
  • Workflow
  • Reports
  • Dashboards
  • Integration

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
username
 and
password
 in the
credentials
 element with a
ticket
 that functions as an access token.

Multi-Instance Support for
Workday

If your organization uses multi-instances, you can now access multiple
Adaptive Planning
 instances from
Workday
.

Set Up
OfficeConnect
 and
Excel Interface for Planning
 with Multiple Tenant Associations in
Workday

When configuring
OfficeConnect
 and
Excel Interface for Planning
 for
Workday
 login, you can now save multiple Workday tenant associations using user-friendly names. Users with multiple tenants in
Workday
 can connect to multiple instances in
Adaptive Planning
. For example, a production
Adaptive Planning
 instance connected to a production Workday tenant and a sandbox
Adaptive Planning
 instance connected to a sandbox
Workday
 tenant. When
OfficeConnect
 and
Excel Interface for Planning
 users log in using their
Workday
 credentials, they can switch between the instances using the
Switch Tenant
 option on the
Workday
 Log In window. Previously, users had to manually overwrite the login settings to switch between tenants.

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 aWorkday Data Source
Set Up aWorkday External System for Drillback and Publishing Plans