Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-07-24
Setup Considerations: Adoption Planning Hub

Setup Considerations: Adoption Planning Hub

You can use this topic to help make decisions when planning your configuration and use of key Adoption Planning Hub features. It explains:
  • Why to set them up.
  • How they fit into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

The Adoption Planning Hub, accessible from the
Adoption Planning
 report, enables you to manage the evaluation and uptake of new features and enhancements. The Adoption Planning Hub consists of an overview page, cards, and tasks that you can use to manage your overall adoption workflow.

Business Benefits

Use the Adoption Planning Hub to:
  • Assign adoption items to team members for uptake.
  • Create and prioritize adoption items.
  • Discover recommended AI features relevant to your tenant.
  • Follow retiring feature updates.
  • Track adoption progress using roadmap and backlog visualizations.

Use Cases

  • When Workday adds Benefits enhancements to your Preview tenant, identify release notes related to the enhancements using the
    Create from What’s New
     task and add them to an adoption item. Then, add the adoption item to your roadmap and send it to your Benefits team for evaluation before implementing the enhancement.
  • You need to evaluate recent Workday updates for Benefits that are already in Production. Use the What's New in Last 6 Months visualization to find any enhancements. Then, add these release notes to an adoption item, add it to your backlog, and assign it to your Benefits team for evaluation.
  • You need to evaluate a new productivity tool. Use the
    Create Adoption Item
     task to create an adoption item for this new project. Then, add the adoption item to your roadmap and send it to your IT team for further evaluation.
  • Your team has been tracking your adoption workflow in a spreadsheet. Use the
    Get Adoption Items
     and
    Put Adoption Items
     integrations to import your spreadsheet data into the Adoption Planning Hub.
  • Your team needs to log the step-by-step progress of a feature rollout. A team lead creates an adoption item from the
    What’s New in Workday
     report and assigns it to a team member. Using the
    Item Activity
     tab in the
    Edit Adoption Item
     task, the team member adds an entry with the
    Test Document
     activity type, documenting their testing process. The lead then adds a
    Communication
     entry after the feature has been enabled. This log provides a complete, time-stamped history of the adoption process, allowing the entire team to see the status and who completed each task.

Questions to Consider

Questions
Considerations
How does adoption fit into your overall work schedule?
The Adoption Planning Hub enables you to create adoption items for your entire work schedule, including non-Workday projects such as change requests and feature uptake opportunities.
How do you want to manage your adoption workflow?
Consider which features require immediate attention and which aren't as critical. You can add features to your
Adoption Backlog
 and
Adoption Roadmap
 to manage your adoption workflow.
How
do you want to track new features for implementation?
Consider which labels and functionality will help you best track new features for implementation.
When you create an adoption item, you can add:
  • Priorities
  • Statuses
You can also track all actions related to the item using the
Item Activity
 tab in the
Edit Adoption Item
 or
View Adoption Item
 tasks. This tab replaces the
Notes and Attachments
 tab and enables you to:
  • Log entries using these activity types:
    • Communication
    • Deployment Guide
    • Other
    • Request
    • Supporting Documentation
    • Test Document
  • Create an audit trail, as each entry is timestamped and includes the team member's username.
You can’t add attachments to your adoption activity in the Edit Adoption Item task.
For adoption items that had content in the
Notes and Attachments
 tab, that tab is read-only.

Recommendations

Requirements

No impact.

Limitations

  • Adoption Planning Hub domains are unconstrained; you can't restrict access to specific functional areas on reports and tasks.

Tenant Setup

No impact.

Security

Domain
Considerations
Adoption Planning
 domain in the Adoption functional area.
Enables access to these reports:
  • Adoption Backlog
  • Adoption Planning
  • Adoption Recommendations
  • Adoption Roadmap
  • Retiring Features
Set Up: Adoption
 domain in the Adoption functional area.
Enables access to these tasks:
  • Maintain Adoption Customer Releases
  • Maintain Adoption Item Priorities
  • Maintain Adoption Item Statuses
  • Maintain Adoption Item Types
Workday What's New
 domain in the System functional area.
Enables access to view the
What's New in Workday
 report and edit other Adoption Planning Hub functionality associated with the
What's New in Workday
 report.
Workday recommends adding all admins and teams who need access to the Adoption Planning Hub to this domain. We recommend admins have
Modify
 access.

Business Processes

No impact.

Reporting

Reporting Items
Considerations
Adoption Backlog
View all adoption items assigned to your backlog and make bulk edits.
Adoption Planning
Manage and monitor your overall adoption workflow in the Adoption Planning Hub.
You can customize the layout of the Adoption Planning Hub Overview using the
Maintain Hubs
 report.
Adoption Recommendations
View predefined, recommended AI features relevant to your tenant.
Adoption Roadmap
View all adoption items assigned to your roadmap and make bulk edits.
All Adoption Items Assigned to Logged in User
View your adoption items by status, including
Completed
 adoption items.
Retiring Features
View upcoming feature retirements relevant to your tenant.

Integrations

You can use these web services to migrate adoption items into and out of Workday.
Web Service
Description
Get Adoption Items
Retrieve adoption items.
Put Adoption Items
Add adoption items.