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Administrator Guide
Last Updated: 2024-07-12
Setup Considerations: Adoption Planning

Setup Considerations: Adoption Planning

You can use this topic to help make decisions when planning your configuration and use of Adoption Planning. It explains:
  • Why to set it up.
  • How it fits 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

Adoption Planning enables you to manage the evaluation and uptake of new features and enhancements detailed on the
What's New in Workday
 report. Adoption Planning consists of a dashboard, tasks, and reports that you can configure to manage your overall adoption workflow.

Business Benefits

Adoption Planning enables you to:
  • Manage your adoption process within Workday.
  • Create, prioritize, and categorize adoption items to help you better manage the uptake of new features and enhancements.
  • Assign adoption items for testing and implementation.
  • Create a roadmap timeline to track deadlines for feature implementation by your teams.
  • Collaborate more efficiently with your teams on adoption.
  • View upcoming feature retirements.

Use Cases

When Workday adds Benefits enhancements to your Preview tenant, you can create a Benefits adoption item. Next, you can add relevant rows from the
What's New in Workday
 report to that adoption item. Then, you can send that adoption item to your Benefits team for testing before the enhancements move into your Production tenant.
You need to evaluate recent Workday updates for Benefits that are already in Production. You can use the
What's New in Last 6 Months
 report to find any new enhancements. You can then add these What's New items to an adoption item and assign it to your Benefits team for evaluation.

Questions to Consider

Questions
Considerations
How do you want to track new features to implement?
When you create an adoption item, you can add statuses, priority evaluations, notes, attachments, and more. Consider which labels and functionality will help you best track features.
How do you want to manage your adoption workflow?
Consider how you want to manage features that require immediate attention and enhancements that aren't as critical. When you create an adoption item, Workday provides several statuses you can add to the adoption item including
On Roadmap
 and
In Backlog
. You can then use the
Maintain Adoption Backlog
 and
Maintain Adoption Roadmap
 tasks to help manage your adoption process.
How does adoption fit into your overall work schedule?
Adoption Planning enables you to create adoption items for your non-Workday projects, including work events, conferences, and more. You can then view these items alongside your Workday adoption items on a Gantt chart using the
View Adoption Roadmap Timeline
 task.

Recommendations

  • To accommodate your personal workflow, add tabs and custom worklets to the Adoption Planning dashboard. See Concept: Adoption Planning Dashboard.
  • Create custom adoption items, statuses, and more to fit the needs of your organization.
  • Have your teams use the
    Priority Evaluation
     prompts on the
    Edit Adoption Items
     task to provide implementation feedback.

Requirements

Access to the
Workday What's New
 security domain to view the
What's New in Workday
 report and other reporting items.

Limitations

The Adoption Planning domains are unconstrained; therefore, 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 the tasks and reports that you use for Adoption Planning. Workday recommends adding all admins and teams to this domain who need access to Adoption Planning.
Dashboard: Adoption Planning
 in the Adoption functional area.
Enables access to the Adoption Planning dashboard.
Reports: Adoption Planning
 in the Adoption functional area.
Enables access these reports and report data sources (RDS):
  • All Adoption Items
     RDS.
  • All Adoption Items (Historical)
     RDS.
  • My Assigned Adoption Items
     report.
  • View All Adoption Items
     report.
Set Up: Adoption
 in the Adoption functional area.
Enables admins to customize Adoption Planning to fit the needs of your organization.

Business Processes

No impact.

Reporting

Reporting Items
Considerations
All Adoption Items
All Adoption Items (Historical)
Use these RDSs to create custom reports for your executives.
My Assigned Adoption Items
Your teams can use this report to view the adoption items assigned to them.
Retiring Features
View retirements relevant to your tenant. You can add this worklet on the Adoption Planning dashboard.
View All Adoption Items
View adoption items, regardless of their status, based on the criteria you select.
What's New in Last 7 Days
What's New in Last 6 Months
View a narrow snapshot of the
What's New in Workday
 report, making it easier to view and locate updates. You can add these worklets on the Adoption Planning dashboard.

Integrations

You can use these web services to migrate adoption items into and out of Workday:
Web Service
Description
Get Adoption Items
This operation retrieves adoption items.
Put Adoption Items
This operation adds an adoption item.