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Adaptive Planning
Last Updated: 2023-06-23
Install Workday for Google Sheets

Install Workday for Google Sheets

  • Admin access to the Google Workspace admin console for managing Google Workspace services.
  • To make the app available only to some users, first add their user accounts in an organizational unit or in an access group.
To request this feature, contact your Named Support Contact (NSC) to submit a Workday Customer Care request. After confirming that you're eligible, we'll enable the feature.
As a Google Workspace administrator, you can install the Workday for Google Sheets add-on for all users or selected user groups in your organization. Before you can install the add-on, you must add it to the allowed list of applications. After you complete the installation for your target users, they can access the add-on from the Extensions menu on the google sheet toolbar.
  1. Sign in to the Google Workspace (GWS) admin console.
  2. From the main menu, select
    Apps
    Google Workspace Marketplace Apps
    Apps list
     .
  3. Click
    Allowlisted Apps
     and search for
    Workday for Google Sheets
    .
  4. From the search results, next to the add-on, click
    Select
    .
  5. Select
    Allow users to install this app
    . Select the users for whom you want to allow the app so you can later install it for them. Click
    Finish
    .
    Workday for Google Sheets is added as an allowed app to the apps list accessible from the main menu.
  6. From the main menu, select
    Apps
    Google Workspace Marketplace Apps
    Apps list
    .
  7. Click the
    Workday for google Sheets
     app.
  8. Click
    VIEW APP LISTING
     to navigate to the GWS Marketplace listing page for the Workday app.
  9. Click
    Admin Install
     and then
    Continue
    . Review the data access requirements, developer terms, and developer policies.
  10. Install the app for the target audience:
    • To install for everyone in your organization, select
      Everyone at your organization
       and then Click
      Finish
      .
    • To install for specific user groups or units, select
      Certain groups or organizational units
       and click
      Next
      . Select the organizational units and groups and then click
      Select
      . Click
      Finish
      .
  11. In Adaptive Planning, navigate to
    Administration
    Users and Permissions
    . Either click
    New Permission Set
     or edit an existing permission set.
  12. Select these permissions. The
    Access Ask Workday for Adaptive Planning
     permission is auto-selected.
    • Access Workday for Google Sheets
    • Access Ask Workday for Adaptive Planning