Sync Users with Adaptive Planning

Configure Workday Adaptive Planning for HCM and Financials.

In Adaptive Planning:

Copy your Workday ID and Workday Federation ID to your profile in Adaptive Planning. In the recommended multi-instances setup, you only need to copy your Workday ID and Workday Federation ID to the top-most instance.

Set the first and last names and primary work email for users you want to sync.

In General Setup, set the Password Expiration to 365 days for the entire instance.

In Workday:

For each user you want to sync, ensure that:

The email address is Public and doesn't exceed 128 characters.

The email address is the primary one.

The email type is Work and not Home.

The first and last names together don't exceed 64 characters.

Ensure that an implementer account exists with an email address for syncing purposes. The implementer can access the Adaptive Planning instance after user sync is complete. You can't edit an implementer account after creating it. If you need to update it, contact support.

Ensure that each username in Workday:

Contains only alphanumeric characters or underscores.

Doesn't contain empty spaces.

Starts with an alphanumeric character.

If you currently use OfficeConnect or Excel Interface for Planning, ensure that all users download the latest version.

Security: These domains in the System functional area:

Adaptive Planning Integration

Security Configuration

Set Up: System

Set Up: Tenant Setup - Adaptive Planning

Set Up: Tenant Setup - Worklets

For users with access to Workday and Adaptive Planning, you can enable an integration system user (ISU) to sync their accounts in Adaptive Planning with their accounts in Workday. Workday syncs only active Workday accounts. By syncing their accounts, you:

Automatically create, update, and delete Adaptive Planning users from Workday.

Force users to sign in to Adaptive Planning from Workday.

Manage authentication rights for Adaptive Planning users from Workday.

Provision new users from Workday to Adaptive Planning.

You enable user sync when the ISU syncs your first user with Adaptive Planning. When you enable user sync, users who sync successfully must use Workday to sign in to:

Adaptive Planning

OfficeConnect

Excel Interface for Planning

Users who sync successfully also receive alerts from Adaptive Planning as Workday notifications.

You can’t disable or undo user sync after at least 1 user syncs successfully with Adaptive Planning. However, you can revert your Workday tenant and Adaptive Planning instance to the backup from the previous day. To assist you in rolling back your tenant and instance, contact:

Your Adaptive Professional Services partner.

Our Adaptive Support team.

Our Workday Support team.

Access the

Tenant Setup

report.

On the

User Sync

tab within the

Adaptive Planning

tab, click

Set Up User Provisioning Adaptive Planning

Click

Pre-Sync

to send user accounts from Adaptive Planning to Workday.

(Optional) Click

View Pre-Sync Details

to verify the results of the presync.

When you run presync, the status for users can be:

Match: The first and last names and email address match with Adaptive Planning.

Conflict: The email address matches but the first and last names don't fully match with Adaptive Planning.

No Match: The first and last names and email address don't match with Adaptive Planning.

When accounts conflict or don't match, you can:

Continue to sync matched users and users who don't exist in Adaptive Planning. Workday creates accounts for those users who don't exist in Adaptive Planning.

Fix the accounts in Adaptive Planning to match the accounts in Workday.

Make sure your superuser administrative account in Adaptive Planning syncs correctly. You can only administer your Adaptive Planning instance when you sync at least 1 privileged administrative account.

Click

Sync

to send the Workday ID for each account from Workday to Adaptive Planning.

You can continue to sync users who have expired passwords in Adaptive Planning.

(Optional) Click

View Sync Details

to verify the results of the sync.

When an account matches but doesn't sync, run sync again or wait until the next scheduled sync.

Users who don’t sync successfully are unable to sign in from Workday, including OfficeConnect and Excel Interface for Planning.

(Optional) Click

Schedule

to schedule periodic syncs with Adaptive Planning as you update accounts in Workday.

Workday performs scheduled syncs every 4 hours.

Workday adds synced users to the Adaptive Planning User security group. You can use the security group to enable synced users to sign in to Adaptive Planning from the Workday

Home

page using an

Adaptive Planning

worklet. Synced users who lose access to the worklet retain access until the next sync.

In a multi-instance configuration, user sync automatically assigns the administrator and all users to the top-most parent instance. The administrator can sign in to Adaptive Planning and edit each user profile to assign appropriate level access, default instance, and permissions. If you’re using a single Adaptive Planning instance, proceed to the next applicable step.

Enable these features on the

Adaptive Planning

tab of the

Tenant Setup

report:

Notifications

Publish Plans

OfficeConnect

Public APIs

Workday Data Source

You only need to enable OfficeConnect and public APIs when you use the functionality in Adaptive Planning. In a multi-instance configuration, enable these features only in the top-most parent instance except for Workday Data Source. Enable the Workday Data Source in all applicable child instances in the hierarchy.

If you need to perform work in your Adaptive Planning instance after user sync completes in Production, your Named Support Contact must request an implementer ID for you.

When you successfully complete user sync, you can only use Workday token-based authentication to the Adaptive Public API. Workday disables password-based authentication.