OfficeConnect for Workday Adaptive Planning

Outlines how to install OfficeConnect, connect to Adaptive from OfficeConnect.

OfficeConnect is offered through BigFix 

  1. Once the install completes, from the OfficeConnect tab in Excel, click Log In
    OfficeConnect Tab on the right, Log In button on the left
  2. You'll be prompted to accept the EULA and a browser window will open.  Close the browser and click accept
    EULA popup with Accept and Decline buttons
  3. When the login box appears, click Log In with Workday in the bottom right corner
    Login box with Log in with workday in the bottom right corner
  4. Next, you’ll be prompted to create a tenant connection
  5. Click Save > Close
  6. At the Universities of Wisconsin log in prompt, choose UW-Madison from the drop-down menu > Go
    Universities of Wisconsin login page with Tenant name dropdown in top right corner
  7. Login with your NetID

For more information regarding using OfficeConnect, please see this KB: Manage OfficeConnect for Workday Adaptive Planning 



Keywords:
workday officeconnect excel adaptive planning 
Doc ID:
158268
Owned by:
Tanya D. in DoIT Departmental Support
Created:
2026-02-03
Updated:
2026-02-03
Sites:
DoIT Contract Partner Support Help Desk, DoIT Departmental Support, DoIT Help Desk