Concept: User Sync with Adaptive Planning

Workday generates an integration system user (ISU) named ISU_Workday_Adaptive_Insights_User_Provisioning when you successfully complete the

Enable User Sign-On for Adaptive Planning

task. The ISU is critical for providing audit logs and running user sync. It doesn't require configuration or security assignments. Workday automatically associates the ISU to User Sign On.

Running presync enables you to find and fix cases where Workday accounts don’t match accounts in Adaptive Planning. Running presync also enables you to validate your configuration before running sync. Running presync doesn’t commit changes to your Workday tenant or Adaptive Planning instance; you can run presync as frequently as you need to. To view the users who don't match during presync, run the

View Pre-Sync Details

report.

Workday uses the first and last names and email addresses of users in Adaptive Planning to match users in Workday. Workday first attempts to match the preferred first and last names with Adaptive Planning. If the preferred first and last names don't match, Workday attempts to match the legal first and last names.

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The

Adaptive Planning Integration

domain secures the options for user provisioning but doesn't alone enable you to sync Workday accounts with Adaptive Planning. You need additional access to the 

Set Up: Tenant Setup - Adaptive Planning

and

Set Up: System

domains to set up, complete, and schedule user sync.

To delete a user from Adaptive Planning, remove them from the

Access Adaptive Planning

domain. Workday deletes the user from Adaptive Planning the next time user sync runs.

Workday recommends that you don't delete access from the last user who owns the top or corporate level in the Adaptive Planning hierarchy model. Workday won't delete their access during user sync. To remove access from the last user, assign another user to the top or corporate level and then delete the user from Adaptive Planning.