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Adaptive Planning
Última actualización: 2026-01-02
Steps: Set Up SAML SSO into Adaptive Planning for Synced Users

Steps: Set Up SAML SSO into Adaptive Planning for Synced Users

  • This article provides instructions for configuring SSO and user sync between Workday and Adaptive Planning using the legacy method. Before you begin. consider these options:
  • You must work with a Workday-certified implementer to use or configure this feature. If you don't have access to a certified implementer, contact your Customer Success Manager to engage professional services.
  • In Adaptive Planning:
    • Configure an IdP provider, like Okta, in Adaptive Planning for signing in. Post-configuration, verify that
      Allow only SAML SSO
       is selected under
      Administration
      SAML SSO Settings
      Enable SAML
      .
    • Configure your instance for Workday using Workday Tenant ID, Environment, UI URL, and REST URL.
  • Security:
    • In Workday:
      • Access Adaptive Planning
         domain in the Adaptive Planning functional area.
      • Set Up: System
         domain in the System functional area.
      • Set Up: Tenant Setup - Adaptive Planning
         domain in the System functional area.
      • Set Up: Tenant Setup - General
          domain in the System functional area.
    • In Adaptive Planning, verify that you have Admin Access with these permissions to enable user sign-in to configure Security Assertion Markup Language (SAML) Single Sign-On (SSO) in Workday:
      • Users
        .
      • SAML
        .
      • Permission Sets
        .
      • Manage Global User Groups
        .
      • General Setup
        .
When you configure SAML SSO with user sync, you can automatically sync the Workday and Workday Adaptive Planning profiles of users who have access to:
  • Both Workday and Adaptive Planning.
  • The
    Access Adaptive Planning
     domain in the System and Adaptive Planning functional areas of Workday.
You can still manage the Adaptive Planning session timeout setting separately from Workday.
Synced Workday users sign in to Adaptive Planning with a Workday worklet. You can configure the worklet to access Adaptive Planning with or without an IdP provider.
With user sync configured, you can:
  • Receive all notifications in Workday.
  • Publish plans to Workday.
  • Sign in to OfficeConnect using your Workday credentials.
  • Use Adaptive Planning public APIs with your Workday credentials.
If you configured SAML SSO to Workday, you must set it up again after the 2019.3 release because of feature improvements.
  1. In Workday, access the
    Tenant Setup
     report.
  2. (Optional) To enable users to sign in to OfficeConnect using a Workday idP, work with your IdP configurator to:
    1. Get the IdP sign in information for your Adaptive Planning instance.
    2. In the
      Security
       tab, enter the redirect URL information for:
      • Login Redirect URL
      • Mobile App Login Redirect URL
      • Mobile Browser Login Redirect URL
  3. Select the
    Adaptive Planning
     tab.
  4. Select the
    User Sign-On
     tab.
  5. Copy this information:
    • Your Workday ID.
    • Your Workday Federation ID.
    As the administrator who configures SSO, you use this information to map your Workday user profile to the Workday Adaptive Planning one. This manual mapping ensures that you can sign in to Adaptive Planning to fix any SSO setup errors.
  6. In Adaptive Planning, select
    Administration
     from the main menu.
  7. Select
    Users
     in the
    Users and Permissions
     section.
  8. Edit your user profile and enter this information to manually map your user profiles:
    • Workday Federation ID.
    • Workday ID.
  9. In Workday, access the
    Tenant Setup
     report.
  10. Select the
    Adaptive Planning
     tab.
  11. Select the
    User Sign-On
     tab.
  12. Use the task on the
    Enable User Sign-On
     button to enable SAML SSO and user sync.
  14. (Optional) Set Up Worklets.
    If you don't use an IdP provider, configure the
    Adaptive Planning
     worklet to sign in users to Adaptive Planning.
    In the
    External Links
     section for the worklet, you can either:
    • Select
      SAML SSO link created
      .
    • Select
      Create Quicklink
      , then enter the name and URL for your Adaptive Planning instance.
In Workday, sync the Workday and Adaptive Planning user profiles of your planners using the
User Sync
 tab on the
Tenant Setup
 report. See Sync Users with Adaptive Planning.
After configuring user sync, you can manage permissions and access for synced Adaptive Planning users from Workday. See: