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Administrator Guide
Last Updated: 2025-09-19
Example: Create Roadmap Adoption Item for Multiple Features

Example: Create Roadmap Adoption Item for Multiple Features

This example illustrates how to create a single adoption item for your roadmap from multiple features on the
What's New in Workday
report.
You're an HR Administrator with 6 months of new benefits features on the
What's New in Workday
report that you need to adopt. You want to:
  • Group related benefits features into a single adoption item.
  • Add the adoption item to your roadmap.
  • Assign the adoption item to a manager.
  • Set a deadline of January 31, 2026 for adoption.
Security:
  • Adoption Planning
    domain in the Adoption functional area.
  • Workday What’s New
    domain in the System functional area.
  1. Access the
    Adoption Planning
    report.
  2. Click
    Create from What’s New
    .
  3. Enter these values for the filter options:
    Option
    Description
    From Date
    2025-03-14
    To Date
    2025-09-12
    Functional Area
    Benefits
    Exclude Items with Linked Adoption Items
    Select the check box.
  4. Click
    OK
    .
  5. From the
    Setup Effort
    column, select
    Filter
    and enter:
    Option
    Description
    Filter Condition
    is
    Value
    Setup Required
  6. Click
    Filter
    .
  7. Select all filtered release notes.
  8. Click
    Create Item for Group
    .
  9. As you complete the
    Create from What's New
    task, enter:
    Option
    Description
    Name
    Benefits
    Status
    On Roadmap
  10. In the
    Details and Planning
    tab, enter:
    Option
    Description
    Type
    New Feature
    Functional Area
    Benefits
    Assigned To
    Logan McNeil
    Planned Start Date
    2025-12-01
    Planned End Date
    2026-01-31
  11. On the
    Priority
    tab, from the
    Priority
    prompt, select
    High
    .
  12. On the
    Feature Details
    tab, from the
    Setup Effort
    prompt, select
    Setup Required
    .
  13. Click
    OK
    and
    Done
    .
Workday creates a single Benefits adoption item that groups the selected release notes and adds it to your
Adoption Roadmap
.
Access the Adoption Roadmap Timeline visualization on the
Adoption Planning
report to view your Benefits adoption item.