Workday Adaptive Planning integration
The governed positions behind your headcount plan
Workday Adaptive Planning holds the budget and the model. Kinnect holds the approved positions, their cost and the evidence for every variance. The two exchange data by export and import.
Standard APIs. Your Planning stays the system of record for what it owns.
Workday Adaptive Planning and Kinnect connected: Governed positions with status, cost center, manager, hire date and annualized cost, export from kinnect; Variance bridge lines (plan versus actual), export from kinnect; Scenario change lists, export from kinnect; Cost center budgets and planned headcount, import into kinnect.
What moves
What moves, which way, and who stays the record
Into Kinnect
- Cost center budgets and planned headcount
Out to Workday Adaptive Planning
- Governed positions with status, cost center, manager, hire date and annualized cost
- Variance bridge lines (plan versus actual)
- Scenario change lists
Who stays the record
Workday Adaptive Planning remains the system of record for the budget and the model. Kinnect is the record of the approved positions, the approvals behind them and the variance evidence.
| Data | Direction | System of record |
|---|---|---|
| Governed positions with status, cost center, manager, hire date and annualized cost | Export from Kinnect | Kinnect |
| Variance bridge lines (plan versus actual) | Export from Kinnect | Kinnect |
| Scenario change lists | Export from Kinnect | Kinnect |
| Cost center budgets and planned headcount | Import into Kinnect | Workday Adaptive Planning |
| The headcount plan and the financial model | Planned | Workday Adaptive Planning |
What it does
Workday Adaptive Planning and Kinnect, on one position
- Workday Adaptive Planning keeps the planYour headcount budget, the model and the scenarios Finance builds around them stay in Workday Adaptive Planning. Kinnect connects to your planning tool by file exchange: governed positions and variance evidence go out as CSV, budgets and planned headcount per cost center come in the same way; Workday Adaptive Planning is supported through the same planning integration framework.
- Kinnect provides the positions and the evidenceThe Finance page exports its current view as CSV: positions with status, cost center, manager, planned hire date and annualized cost, plus the variance bridge lines that explain plan versus actual. Scenarios export a change list, and the Hiring Tracker exports the open and filled seats behind the forecast.
- The plan comes back inCost center budgets and planned headcount import from CSV in Settings > Finance (the pricing page calls this Bulk Upload Annual Plan). From then on the Finance page and the Dashboard reconcile every approved position and every event against the imported plan, continuously, without another spreadsheet.
The Kinnect record Workday Adaptive Planning connects to: the Finance page with budget, actual and forecast per cost center
Setup
How setup works
Build the plan in Workday Adaptive Planning as you do today.
Import cost center budgets and planned headcount into Kinnect from CSV in Settings > Finance.
Export the current Finance view, the Hiring Tracker or a scenario change list from Kinnect as CSV and load it into Workday Adaptive Planning.
Repeat on your planning cadence. The Finance page reconciles continuously in between.
No live or scheduled connector to Workday Adaptive Planning is published today. The pricing page lists Financial Planning integration on the Enterprise tier and scope is agreed per customer.
Kinnect Settings, Integrations: Workday Adaptive Planning connected under Planning
Who uses it
One integration, three teams
Finance
FP&A keeps modeling in Workday Adaptive Planning and gets a governed, approved list of positions with cost to model from, instead of a headcount export nobody signed off.
HR and HRIS
HR sees the same plan Finance loaded, per cost center, and can answer "are we over plan" from the Dashboard rather than a monthly reconciliation.
Recruiting
Recruiting works from the funded positions in the plan, so open reqs and the forecast never disagree about how many seats exist.
See it live
See Workday Adaptive Planning connected on a live workspace
Tell us how Workday Adaptive Planning is set up and how a seat moves today. We will show one approved, funded and in Workday Adaptive Planning, and the number that results.
- Thirty minutes
- Demo data, shaped by your requirements
- No obligation
A Kinnect position request at the approval step, with the approver's required comment recorded against the decision
Workday Adaptive Planning integration questions
Does Kinnect replace Workday Adaptive Planning?
No. Workday Adaptive Planning holds the budget and the model. Kinnect holds the governed positions and approvals.
How does data get to Workday Adaptive Planning?
Export from the Finance page (the current view as CSV), the Hiring Tracker and Scenarios (Export change list).
How does the plan get into Kinnect?
Cost center budgets and planned headcount import from CSV in Settings > Finance.
Is there a live connector?
Not published today. The pricing page lists Financial Planning integration on the Enterprise tier and scope is agreed per customer.
Can we reconcile plan versus actual in Kinnect instead?
Yes. The Finance page and the Dashboard do that continuously against the imported plan.
Talk to us about your Workday Adaptive Planning setup
Book a headcount planning assessment. We will walk through what Kinnect exports, what Workday Adaptive Planning needs, and where the plan comes back in.