Register Planning Agent in Agent System of Record

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:

Select your profile avatar on Workday Community.

Select

Profile

On your profile page, select your organization's name, which is beneath your name and next to your job title.

View your

Subscription Service Agreement

value.

If the value is:

UMSA
, the feature is automatically available. Keep data contributions enabled to ensure full agent functionality. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.

MSA
, your organization must opt in to UMSA and enable this feature through Innovation Services.

UMSA is required for non-production and production tenants for Workday-Built agents. UMSA is not required for non-production tenants for self-built agents.

For information about how using agents impacts your Flex Credits, see: Workday Flex Credits Community page.

Configure SSO with user sync and map user profiles between Workday and Adaptive Planning. See Steps: Configure Adaptive Planning for HCM and Financials.

If your Adaptive Planning instance is not
Workday-enabled, then you don't need SSO and user sync. You only require the correct permissions assigned.

Set Up Agent System of Record.

You can register and configure the Planning Agent in Workday’s central agent management framework, Agent System of Record. When you register your agents in Workday, you gain the ability to view data insights, including usage and performance, to analyze and demonstrate the value and impact of your agents. You can use Agent System of Record as a single control center for governance, security, and auditing of all your agents.

The Planning Agent is an intelligent, conversational AI assistant that integrates directly into Adaptive Planning using Ask Workday for Adaptive Planning (Ask Workday). Acting as an on-demand digital analyst, the Planning Agent empowers FP&A professionals, CFOs, and operational managers to interact with complex multi-dimensional models using natural language.

For more information about the Planning Agent, see Concept: Planning Agent in the Adaptive Planning Help Center.

Access the

Agent Management Hub

Select the

Unregistered Workday Agent

tab.

Click

for the Planning Agent.

You can only register agents in the products your organization has access to.

Workday moves the Planning Agent to the

Agent Registry

tab.

Select the

Agent Registry

tab and then click

Planning Agent

Click

Configure Agent

In the

Status

column, enable each relevant skill.

From the

Available To

prompt, select the security groups that you want to make able to access that particular skill.

Workday evaluates both user access to the agent and to the APIs the agent is executing as tools at runtime. Workday recommends that you evaluate alignment between the security groups in the

Available To

prompt and the security groups that have permissions for the tools the agent might execute.

Click

Activate

You can view data insights into the Planning Agent alongside your other registered agents.