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Adaptive Planning
Last Updated: 2023-06-23
Workday Using Adaptive Planning

Workday Using Adaptive Planning

You must work with a Workday-certified implementer. If you don't have access with an implementer, contact your Customer Success Manager to engage professional services.
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 16m 22s

Synchronize User Accounts

You can now access from using the same user account for more unified security. user accounts synchronize with user accounts in . administrators can then assign users the appropriate role and level permissions in .

Access and from

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 4m 44s

If your instance is set up with and your user accounts are centrally managed from Workday, your IT admin can set up your users to log in with their credentials. Once setup, any users with or can log in using their credentials.

Publish Headcount Plans

You can now publish plan versions from to . This enables you to preview plans in , generate management reporting, and support downstream actions, such as position creation, streamlining your plan to execute process. This also helps minimize the need to manually synchronize data between and .
To set up, you'll need to define a user group and give the group the Publish access type. Members of this group will get an additional main navigation link for Publish Plan. This link will let you:
  • See a detailed history of what published
  • Review publication status
  • Publish plans
  • Take action on messages
To publish plans, the Workday credential for your Workday data source must use JWT Bearer for Client Grant Type. See Switch to JWT Client Grant Type in Adaptive Planning.

Notifications in

You can now access your Adaptive Insights alerts directly in Workday, providing a central location for all notifications. You can also access direct links in these notifications that gets viewers directly to the appropriate location in where applicable. This makes it faster and easier for you to find the items that you need to take action on.
These alerts are available as notifications:
  • Processes
  • Workflow
  • Reports
  • Dashboards
  • Integration

Use APIs with Workday Credentials

Workday-synchronized users can access the public APIs with their Workday credentials. An administrator in Workday first configures the Adaptive Insights API task and API timeout for the users who need to run the APIs. Requests for APIs from Workday-synchronized users replace the
username
 and
password
 in the
credentials
 element with a
ticket
 that functions as an access token.

Multi-Instance Support for

If your organization uses multi-instances, you can now access multiple instances from .

Set Up and with Multiple Tenant Associations in

When configuring and for login, you can now save multiple Workday tenant associations using user-friendly names. Users with multiple tenants in can connect to multiple instances in . For example, a production instance connected to a production Workday tenant and a sandbox instance connected to a sandbox tenant. When and users log in using their credentials, they can switch between the instances using the
Switch Tenant
 option on the Log In window. Previously, users had to manually overwrite the login settings to switch between tenants.

Where's the Docs?

Workday related documentation from the Integration area of the knowledge center moved into the Workday community. Make sure you update any browser bookmarks that link to the moved content.
Was in Knowledge Center
Now in Workday Admin Guide
Set Up aWorkday Data Source
Set Up aWorkday External System for Drillback and Publishing Plans