Steps: Configure Adaptive Planning for HCM and Financials

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.

Review all questions and considerations documented in Setup Considerations: Adaptive Planning for HCM and Financials.

You can use Workday Adaptive Planning for headcount, financial, and workforce planning, and advanced modeling. When you approve a plan, you can publish it and make it available in Workday Human Capital Management (HCM) and Workday Financials. Downstream users can then take actions.

You can configure Security Assertion Markup Language (SAML) Single Sign-On (SSO) with user sync to enable users to sign in only using a Workday worklet. With this method, Workday enables you to automatically sync the Workday and Adaptive Planning profiles. When you sync profiles, you only need to manage the personal information in Workday. You can also:

Use your Workday credentials for OfficeConnect and public APIs.

Publish plans from Adaptive Planning to Workday.

Receive Adaptive Planning notifications in Workday.

Use planning configuration managers to automatically sync your workforce planning metadata and data with Adaptive Planning.

Use Workday tasks to create and collaborate on headcount and headcount forecast plans, and execute positions directly from those plans.

You can also configure SAML SSO without syncing user profiles. In this case, users can sign in:

By connecting directly to Adaptive Planning using administrative privileges.

Through your IdP provider.

Using a Workday worklet.

If you currently use a single Adaptive Planning instance and want to set up user sync, consider whether you plan to move to a multi-instances hierarchy in future. Although you can configure both single and multi-instances of Adaptive Planning for user sync with Workday, we recommend the multi-instances set up as it allows flexibility for future expansions.

Configure security for users to:

Access Adaptive Planning using their Workday credentials.

Set up and publish plans.

See Steps: Set Up Security for Adaptive Planning with HCM and Financials.

To set up SSO and user sync for users with access to both Workday and Adaptive Planning, complete one of these actions:

Configure Unified Provisioning and Authentication (UPA). If you are configuring SSO and user sync for the very first time, then this is the new recommended method. See Concept: Unified User Provisioning and Authentication.

Configure SSO with user sync and map user profiles between Workday and Adaptive Planning. This is the legacy method. See Steps: Set Up SAML SSO into Adaptive Planning for Synced Users.

Alternately, if you want to enable only Workday SSO without syncing user profiles, you can configure SSO without user sync. See Steps: Set Up SAML SSO into Adaptive Planning Without User Sync.

Set up Unified Access Management (UAM) so that you can manage permissions and access for synced users from Workday. While this step is required for UPA, it is optional for legacy user sync and SSO configuration.

See:

Steps: Set Up Unified Access Management (UAM).

Concept: Unified Access Management (UAM)

(Optional) Enable Features After User Sync.

When you configure SSO with user sync, enable features on the

Adaptive Planning

tab of the

Tenant Setup

report immediately after syncing your first user.

(Optional) When you configure SSO with user sync, configure routing rules for notifications.

We recommend that you create a routing rule with this channel frequency:

选项	描述
Channel	Select Email .
Default Frequency	Select Immediately .

In the

Notification Delivery Settings

section, add your routing rules to the Adaptive Planning parent notification type.

See:

Steps: Set Up Workday Notifications.

Reference: Adaptive Planning Notification Types

Steps: Set Up Proxy User Access to Adaptive Planning

Proxy user access is currently available only for the legacy method for configuring SSO and user sync. If you're configuring UPA, then you can skip this step.

(Optional) When you configure SSO with user sync, set up OfficeConnect and Excel Interface for Planning so that users can sign in using their Workday credentials.

See Steps: Set Up Tenants in OfficeConnect.

Manage Workforce Planning Configurations.

For headcount planning, this task enables you to automatically generate and load Adaptive Planning data, metadata, and modeled sheets.

Manage Financial Planning Configurations.

For financial planning, this task enables you to automatically generate and load Adaptive Planning data, metadata, and standard sheets.

Import HCM or Financials data and metadata into Adaptive Planning.

Use Workday advanced reports to import your data and metadata.

See Steps: Set Up Workday Data Sources for Adaptive Planning.

Set Up Workday External Systems for Adaptive Planning.

Configure the external system settings to enable users to publish plans and drill down on HCM and Financials:

Actuals transactions.

Business objects.

(Optional) When you configure SSO with user sync, configure Workday credentials for each Workday-related Planning data source in Adaptive Planning.

See Steps: Enable Planning Data Sources After User Sync.

Load Associations After User Sync.

Give synchronized users level ownership or dimension associations for the levels and dimensions you just loaded from HCM and Financials.

Create Custom SQL Tuple Columns

If your model brings together more than one Workday Core object into a single Adaptive Planning object, create a combined object known as a tuple to enable drilling and publishing.

Review your Workday external system to verify you concatenated for the same many-to-1 mappings correctly.

(Optional) Make Adaptive Planning API Requests with Workday Credentials.

When you configure SSO with user sync, configure your Adaptive Planning API requests to run APIs as a synced user with access to Workday and Adaptive Planning.

After a tenant refresh, reconfigure your tenant for Adaptive Planning with HCM and Financials.

See Steps: Set Up Adaptive Planning Tenants After Refreshes.