WA
HRIS / HCM / WFM

Workday Adaptive Planning AI Integration

Connect Workday Adaptive Planning to BeforeQuery for grounded AI answers and agent actions across HRIS / HCM / WFM.

Connect Workday Adaptive Planning
What is it?

About Workday Adaptive Planning

Workday Adaptive Planning is one of the HRIS / HCM / WFM platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Workday Adaptive Planning

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → HRIS / HCM / WFM and select Workday Adaptive Planning.

  2. Step 02

    Sign in to Workday Adaptive Planning with an account that has permissions to grant BeforeQuery the HRIS / HCM / WFM scopes required.

  3. Step 03

    Confirm the connection. Workday Adaptive Planning is now available as a source and action target for every playbook in your workspace.

Explore

Related integrations

A
ADP

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B
BambooHR

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D
Dayforce

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How BeforeQuery uses Workday Adaptive Planning

What the agent does with your Workday Adaptive Planning connection

  • 01

    Read employee, role, manager, and org data from Workday Adaptive Planning to power identity-aware answers everywhere.

  • 02

    Trigger onboarding + offboarding playbooks on Workday Adaptive Planning lifecycle events — start dates, role changes, terminations.

  • 03

    Answer HR policy questions ("how much PTO do I have?") grounded in Workday Adaptive Planning records + policy documents.

  • 04

    Provision + deprovision access downstream from Workday Adaptive Planning — same event fires 40 downstream write actions in the right order.

Use cases

What teams actually do with the Workday Adaptive Planning integration

New-hire onboarding cascade

Workday Adaptive Planning fires a hire event → BeforeQuery reads the role, team, and manager → provisions Okta account + Slack channels + GitHub team + laptop order + calendar meetings + welcome messages, all in the right order with the right approvals, in under 90 seconds.

Offboarding orchestration

Workday Adaptive Planning termination event → BeforeQuery revokes SSO, transfers file ownership, closes tickets, cancels calendar invites, and archives the employee's Slack DMs — the entire deprovisioning cascade tracked to zero orphaned access in under 15 minutes.

HR policy Q&A grounded in Workday Adaptive Planning + PTO records

Employees ask "how many days of PTO do I have left?" or "what's my parental leave policy?" — BeforeQuery pulls their record from Workday Adaptive Planning, matches against your policy documents, and answers with the specific numbers for that employee.

Answer questions grounded in Workday Adaptive Planning

Employees and customers ask Workday Adaptive Planning-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Workday Adaptive Planning record shown alongside the response. No context switching, no "log into HRIS / HCM / WFM to check" round-trips.

Workday Adaptive Planning — Frequently Asked Questions

Common questions about connecting BeforeQuery to Workday Adaptive Planning.

The minimum set for the playbooks you enable. For onboarding: users, roles, manager relationships, start dates. For PTO Q&A: leave balances + policy. You approve the scope at install; nothing else is pulled. Sensitive fields (comp, PHI) can be excluded even from approved scopes.
Role-change events from Workday Adaptive Planning propagate through the Context Graph on next sync (typically < 5 min). Group memberships, approval chains, and access policies re-evaluate automatically. Any playbook that depended on the old role uses the new one on its next run — no manual re-configuration.
Standard OAuth 2.0 where Workday Adaptive Planning supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Workday Adaptive Planning data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Workday Adaptive Planning integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Workday Adaptive Planning objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Workday Adaptive Planning for real.

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