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Workday
Workday Adaptive Planning

Learn Workday Adaptive Planning for budgeting, forecasting, and reporting. Get hands-on training, real-time projects, and certification guidance to advance your career with Tech Pratham

5/5(4,890 Reviews)

Level

Advanced

Duration

8 weeks

What is Workday Adaptive Planning?

Workday Adaptive Planning is an industry-leading financial planning and analysis (FP&A) platform that enables organizations to budget, forecast, and model scenarios in real time. It is trusted by enterprises in India, the USA, and globally for aligning HR, finance, and operations on a single planning solution. With intuitive dashboards, workforce planning, and predictive analytics, it eliminates manual errors and improves decision-making. Integrated with Workday HCM and Finance, it ensures smooth cross-functional collaboration and smarter insights.

Training Plan

About trainer

Working professional who is carrying more then 10 years of industry experience.

Decks

The candidate will get access to the presentation taken-up during the session.

Notes

Consolidated notes in word document.

Assignments

Assignments for every module will be covered.

MCQs

MCQs for every module covered in the session would be provided.

Video Recording

Daily Session would be recorded and shared to the candidate.

Dumps for Certification

We will provide dumps for the certification exam, which will help you to prepare for the exam.

Updated Content

We provide Generative AI Driven content By experts.

Projects

3 Live Projects will be provided for practice.

Workday Adaptive Planning Course Curriculum
.

Model Management
Section 1

Learn how to structure your financial, workforce, and operational models using Workday's flexible modeling framework.

Creating and managing models
Account structures and hierarchies
Versions and scenarios
Organizational structures
.

Workforce Planning
Section 2

Understand how to plan for headcount, compensation, and workforce-related costs using prebuilt templates and dynamic modeling.

Headcount planning
Position-based planning
Salary and benefits modeling
Workforce analytics
.

Financial Planning & Budgeting
Section 3

Master the core of business planning with tools for budgeting, income statements, balance sheets, and cash flow projections.

Revenue and expense forecasting
Departmental budgeting
Profit & loss planning
Capital expenditure planning
.

Forecasting & Scenario Modeling
Section 4

Use adaptive forecasting tools and what-if modeling to test different business scenarios and improve agility.

Rolling forecasts
Scenario comparison
Driver-based planning
Version control and simulations
.

Reporting and Dashboards
Section 5

Design interactive dashboards and custom reports for real-time decision-making and performance tracking.

Standard & custom reports
Dashboards and visual KPIs
Variance analysis
Excel integration
.

Integration & Data Management
Section 6

Learn how to import, manage, and synchronize data from multiple systems into Workday Adaptive Planning securely and efficiently.

Data import/export
API & connector overview
Source system integration
Data mapping and validation
.

Security & Access Control
Section 7

Control access with role-based permissions, user provisioning, and governance features that ensure data confidentiality.

User roles and permissions
Access levels for sheets and dashboards
Audit trails
Admin console overview
.

Sheets and Planning Interface
Section 8

Navigate and manage planning sheets, input templates, and smart cells that bring Excel familiarity into the cloud.

Standard, cube, and modeled sheets
Sheet linking and formulas
Input restrictions
Smart sheet tips
.

Training, Adoption & Governance
Section 9

Discover best practices for end-user training, adoption tracking, and governance frameworks within enterprise settings.

Change management strategy
Training modules & documentation
User onboarding
.

Cross-Functional Use Cases
Section 10

Explore how Adaptive Planning supports HR, Finance, Sales, and Operations for a fully aligned planning process.

Sales & revenue operations
IT resource planning
HR strategy alignment
Cross-departmental reporting
Key Projects
Workday Adaptive Planning
Enterprise Budget Planning for a Tech Startup

Simulate annual budgeting across departments—R&D, Sales, Marketing—using Workday Adaptive Planning. The project involves driver-based forecasting, headcount planning, and multi-scenario comparisons.

Workforce Planning for a Global Retail Chain

Create a dynamic workforce model to plan hiring, compensation, and attrition for multiple locations. Use Adaptive Sheets to track workforce costs and generate staffing reports.

Revenue Forecasting for a SaaS Company

Build a revenue model integrating historical data and predictive scenarios for subscription-based services. Perform rolling forecasts and develop custom dashboards for executive stakeholders.

Workday Adaptive Planning – Associate Training Program

Category
Associate
Exam Name:
Workday Adaptive Planning – Associate
Exam Code:
N.A.
Exam Duration:
N.A.
Exam Format:
N.A.
Passing Score:
N.A.
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Frequently Asked Questions (FAQs)

What is Workday Adaptive Planning?

Workday Adaptive Planning is a cloud-based solution for financial, workforce, and operational planning, offering real-time modeling, forecasting, and analytics.

Is Workday Adaptive Planning in demand in India and the USA?

Yes, companies across India and the USA actively hire professionals skilled in Adaptive Planning due to growing demand for agile planning and real-time financial insights.

Who should learn Workday Adaptive Planning?

Finance professionals, FP&A analysts, HR planners, and business strategists looking to streamline planning and budgeting processes should learn it.

What is the cost of Workday Adaptive Planning certification?

Workday certification costs vary by partner and access but typically range between $500–$1500 and are usually offered through authorized training partners or employers.

Can I get Adaptive Planning training online in India?

Yes, platforms like TechPratham offer live online Workday Adaptive Planning training with hands-on practice and real-world case studies across India.

What are the benefits of using Workday Adaptive Planning?

It improves planning accuracy, speeds up budgeting processes, and supports real-time scenario modeling for better business decisions.

Is Workday Adaptive Planning suitable for small businesses?

Yes, it is scalable for small to large enterprises, offering cost-effective planning, budgeting, and forecasting solutions.

What is the average salary after learning Adaptive Planning?

In India, salaries start from ₹7–12 LPA for trained professionals, while in the USA, it ranges from $80,000 to $130,000+ depending on experience.

Where can I find the best Workday Adaptive Planning course in India?

TechPratham is one of the leading institutes in India offering Adaptive Planning training with tenant access, expert-led classes, and placement assistance.

What exactly does Workday Adaptive Planning bring to a finance team?

It offers cloud-based budgeting, forecasting, and scenario modeling so that teams can plan faster and work together in real time without having to set up a lot of IT.

How to find your W-2 on Workday?

Log in to Workday and go to the Pay worklet. Select Tax Documents and look for your W-2 form under the available tax years. You can then view, download, or print the form directly from Workday. Techpratham provides step-by-step guidance on accessing payroll and tax documents in Workday.

How to request PTO on Workday?

Log in to Workday and open the Time Off or Absence worklet. Select Request Time Off, choose the dates, and specify the type of leave (like PTO). Review the details and submit for manager approval. Techpratham trains learners to handle PTO and absence management smoothly in Workday.

What type of software is Workday?

Workday is a cloud-based Enterprise Resource Planning (ERP) software that specializes in Human Capital Management (HCM), Financial Management, Payroll, and Planning. It helps organizations manage employees, finance, and operations in a unified platform. Being SaaS (Software as a Service), it is accessible anytime, anywhere via the internet. Techpratham explains Workday as a leading ERP solution in its training.

How can I log into Workday?

To log into Workday, use your organization’s Workday login link or portal provided by HR/IT. Enter your username and password, then complete multifactor authentication if required. You can also log in through the Workday mobile app using the same credentials. Techpratham guides learners on secure and easy access to Workday.

How to delete a Workday account?

You cannot delete a Workday account on your own since it is managed by your employer’s HR or IT team. If you no longer need access (for example, after leaving a company), HR/IT will deactivate or terminate your account in the system. Workday keeps records for compliance, so deletion is handled at the organizational level. Techpratham explains account management and access control in Workday training.

How to use sick hours on Workday

To use sick hours on Workday, first log in and go to the “Time Off” or “Absence” section. Click “Request Time Off,” select “Sick” as the type, and enter the hours or days needed. Submit the request for manager approval. TechPratham suggests checking your available sick balance before requesting.

How to change phone number on Workday

To change your phone number on Workday, log in and go to the “Personal Information” or “Contact Information” section. Select “Edit” next to your phone number, update it with the new number, and save the changes. Your manager or HR may need to approve the update. TechPratham advises keeping your contact information current for timely notifications.

How to become a Workday consultant

To become a Workday consultant, start by gaining a strong understanding of Workday modules like HCM, Payroll, or Financials. Obtain official Workday certification through authorized training programs. Gain hands-on experience via internships or projects, and develop skills in business processes, reporting, and integrations. TechPratham recommends combining technical knowledge with problem-solving and client communication skills to excel.

What is Workday software used for

Workday is a cloud-based software used for managing human resources (HR), payroll, finance, and talent management. It helps organizations streamline processes like employee onboarding, time tracking, benefits administration, and financial planning. Workday also provides analytics and reporting tools for better decision-making. TechPratham highlights it as a key platform for modern enterprise management.

What is Workday ERP

Workday ERP (Enterprise Resource Planning) is a cloud-based system that integrates core business processes like finance, human resources, payroll, and procurement into a single platform. It enables organizations to manage data, automate workflows, and generate real-time reports for better decision-making. Workday ERP is known for its user-friendly interface, scalability, and continuous updates. TechPratham emphasizes it as a leading solution for modern enterprise management.

What is the Workday tool primarily used for in IT organizations?

Workday is an ERP system for financial and human capital management (HCM) that runs on the cloud. It facilitates the management of planning, finance, payroll, and human resources on a single platform.

What are the main benefits of Workday tool training for IT professionals?

It opens doors to highly sought-after IT consulting positions by empowering them to configure, integrate, and support the system.

Is Workday a technical or functional tool?

Workday is both; technical training addresses integrations and reporting, while functional training concentrates on configuration.

what is workday adaptive planning used for​

All organizations use Workday Adaptive Planning for financial planning, forecasting, and budgeting.

For improved decision-making, it assists teams in creating precise financial models and analyzing current business data.

By automating manual spreadsheet procedures, the tool increases productivity, precision, and teamwork.

Businesses use it to develop adaptable plans and scenario modeling so they can react fast to shifting business requirements.

Pigment vs Workday Adaptive Planning: Which platform is more effective for enterprise financial planning?

Workday Adaptive Planning provides enterprises with robust budgeting, forecasting, scenario modeling, and real-time analytics, which makes it more effective.

Why should companies in Bengaluru choose Workday Adaptive Planning?

Companies in Bengaluru, one of India’s leading tech hubs, choose Workday Adaptive Planning for its robust budgeting, forecasting, and financial planning capabilities. Tech Pratham’s training ensures professionals can leverage the platform effectively to streamline financial processes and make data-driven decisions.

Which job roles in Hyderabad benefit from Workday Adaptive Planning skills?

 Professionals in Hyderabad, such as financial analysts, budget managers, and FP&A specialists, benefit from Workday Adaptive Planning. Tech Pratham institute provides expert training, equipping learners with in-demand skills in budgeting, forecasting, and scenario modeling, boosting career opportunities in Hyderabad’s tech and finance sectors.

How can professionals in Pune build a career in Workday Adaptive Planning consulting?

Pune’s tech industry offers strong demand for Workday Adaptive Planning consulting skills. Professionals trained in budgeting, forecasting, and financial modeling can provide valuable insights to organizations. Tech Pratham institute offers focused training to help candidates quickly gain practical expertise and boost their career opportunities in Pune’s IT and finance sectors.

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