Dayforce HCM is a cloud-based platform encompassing HR, payroll, benefits, and talent and workforce management. It provides companies with a scalable framework and real-time data, such as continual pay calculations, to enable efficient decision-making.
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Workday Adaptive Planning
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Workday Adaptive Planning(formerly Adaptive Insights) is a financial planning and reporting tool. It includes automated budgeting and forecasting, financial reporting, and other active planning capabilities, including integrations with third-party products like Salesforce.
I wasn't fully involved in the decision to purchase Adaptive Insights, but there was consideration of using the NetSuite financial planning module instead of going with Adaptive. The largest benefits of using Adaptive Insights were the additional modeling features and the …
Ceridian is well suited for transferring time data between systems to ensure employees are accurately compensated based on their time. Ceridian is not ideal when an employee has transferred to a different country. (As previously mentioned, we are required to create a new user record which with our setup requires the existing employee to be hired in the new location).
Adaptive is much more versatile than most planning software, and in most ways better than Excel for planning and analytics. It is great and bringing together data from multiple sources, especially if on the Workday platform, and really allows your team to collaborate in real time without any issues unlike trying to work in Excel workbooks at the same time or needing an adminstrator to enter data for you. Power users can even update models and reports themselves and share with others. The flexibility of designing your own models is also great in allowing you to plan however granular you need and have different methods of planning for different business units but bring it all together consolidated.The reporting is the least useful feature. Yes, OfficeConnect gives you all the power of Excel and PowerPoint and is great if you can utilize it, but for now it only works on Windows when many businesses have shifted to Apple or Google platforms. Also, OfficeConnect is not fast or easy to use, like the web reports and web dashboards, which are great for quick ad-hoc reports but not great for presentation-level reports. This creates a huge disconnect in the quickness of analytics, if you want to run and show in depth analytics you'll need OfficeConnect due to the limited functionality and limited formula capabilites of Adaptive web reports which requires someone to build and maintain and refresh the OfficeConnect reports which is slow and not easily shared with other users.Also the planning functionality of the 3 sheet types have not been updated in years. Some new features or sheet types would be greatly appreciated.
It helps create dynamic plans for finances, operations and various functional units in an organization all under one platform
It helps in scenario modeling to help analyze various business events and report by any number of business dimensions including channel, customer or product
It can be integrated with any system including ERP, BI or CRM
Variable Time Roll-ups. Different entities within our company look at "years" differently, but we're only able to specify one global time roll-up for aggregating data quickly, which can lead to some confusion.
Administrative UI. Management of Access Rules and ordering sheets from an administrative point of view can be a bit tedious and have received less attention than other features recently.
List Sheet Reporting. Any sheet that is a variable list of things (like People, Capital Projects, Marketing Programs) is somewhat constrained in how it can be reported on. Adaptive provides two kinds of reports but both leave something to be desired when reporting on this kind of data.
We are highly invested in Ceridian's Dayforce product. It give us the flexibility and scaling that our growing company needs. Its potential reaches beyond the basic HR functions to the decision making that our Management Team needs. Ceridian is always innovating the employee and employee experiences to offer cutting edge options.
For one we're in way too deep to not move forward with Adaptive. We're integrated with Workday, we do a ton of reporting with Adaptive, and it's working very well for planning and forecasting. No reason to look back or change course.
I think it's very usable for the employee. I don't think it is as easy for the HR/PR admins - especially if there is an issue. There are so many setup screens that need to be looked at to try to figure out why payroll isn't calculating properly, hours aren't feeding over correctly, or benefits are not calculating properly. For the most part, they can't do their own troubleshooting. The same is true for the managers. Our managers find it cumbersome to go into make any schedule changes after the schedules have been generated.
Workday Adaptive Planning has detailed online help with both articles and videos that are comprehensive. It has a lot of similarities to Excel, which most finance people are already familiar with, plus the user interface is intuitive and easy to pick up. The online support team is quick to respond and very knowledgeable.
We have never experienced a total/unplanned outages that effected our ability to process payroll. However, there are times when the application's speed is significantly effected - and processing a payroll may take up to twice as long as normal.
There haven't been any lately. The only one issue I can think of is when there was an update in Adaptive that altered our reports. Before I realized there was an issue, Adaptive reached out to let me know, so that it could be fixed.
We haven't noticed any slow-down due to the integration of Dayforce WFM with our Ceridian HPL products (HRIS and Payroll). The new HTML view of the timesheets don't load as quickly as the old Silverlight view - however, we have gotten used to the change.
All aspects of Adaptive Insights perform well. One area that I wish was quicker was integration. When importing data from Intacct our accounting ERP platform, it can sometimes take 4 hours for the import to process. The earlier imports are done, the quicker they complete. My estimate for a quick upload is about two hours.
Most of the time the support is great; it's not always super efficient but I always get the help I need. Occasionally it takes a lot longer than we had hoped or get conflicting responses. We had one ticket recently where we were told we would have to pay the service team to support us on the project and then another person called the next day with the solution to our query and was able to find a solution easily. Generally, though, the response is great and they either walk me though how to do something via a Zoom Meeting or they email step-by-step instructions on how to do it and say if I have questions we can set up a meeting to discuss further.
Whenever we have had any questions, issues, or concerns, the support has been quick and thorough. [This] allow[s] us to be able to fully resolve any issues, or be connected with the right group quickly to attain the result we were after; be it from simple formatting to adding new detailed reporting.
This was extremely helpful so that they could walk you through the model and teach you more about the complexity of various areas. It is most helpful when it is specific to your organization's model. The larger in-person trainings were helpful but they tended to be more generic and entry level. The trainings that are more tailored to your specific needs are the most helpful.
The online training is very good, there is a wide variety of topics offered and several dates and times. The instructors are very knowledgeable about the subjects they are teaching. There are so many ways to program Dayforce that just the basics seem to be covered in the class.
They often times tended to be way too generic or entry level. They would also become sales pitches to upgrade or get new Adaptive Planning products. The questions in the training would be very niche and specific to other organizations. They were rarely helpful to the group at large.
Have a strong internal team. Communicate with your implementation team - they are there to make it work for you. Take the time to really think about how you want the system to work for you - in some cases, you may need to rethink your own business practices to see if you are working harder when the system could do it for you
Trust the expertise of very strong 3rd party implementers. Having deployed Adaptive at a separate company before, I thought I knew it all (hubris, I know). Fortunately, I began to (very quickly) trust the judgment of our Carlson implementation team, and they provided invaluable insights and best-in-class processes that have benefitted me and my team greatly.
All of the info for Payroll, HR updates, employee updates, Time worked and PTO are in a single application, with a single login, updated in every screen or module in real time. There is no lag in data from screen to screen or from user to user, its almost instant.
Workday became our choice because it is fully web-based and easily integrates with other systems. The learning curve for Workday was shorter than that of Dynamics. The reporting tools in Workday are more user-friendly than that of Dynamics. However Workday did not have Check Printing tools which are available in Dynamics. The organization started a project to digitize all financial transactions so it was not a priority feature. When it comes to scaling up the functionalities of Workday it was much easier than Dynamics.
Overall, we are extremely happy with the Dayforce WFM module. Our biggest pain point is concerning the twice annual software upgrades - which is the only reason I haven't rated them as a '10'. Because every customer is configured differently, the upgrades can sometimes have adverse effects on our current configured policies/rules. And although they roll-out the upgraded version in a test environment several weeks before go-live, not all testing is accurate in that environment. Some issues do not present themselves until you are working with live punches.
We went from 2 users to 70+ users over a 2 year period of time. The application scaled wonderfully. 65 of those users were non-finance users so they were able to quickly learn the software and prepare budgets quickly and efficiently. That is the power of Adaptive and its ability to scale
Performance Reviews/Comp used to be handled via paper and tracking/reporting was a nightmare - having all of that in the system is so much more efficient and provides huge ROI
Our organization used to have big problems with hiring managers going rogue and hiring positions that aren't approved by Finance - we built an approval workflow in the system that triggers before any req is approved which has completely solved this problem
Dayforce Wallet has been a huge perk for our employees - it's heavily used and our crew love it
Adaptive Insights has had a positive impact on organizational expansion. With our break-even analysis we have created, what would once take place in a notebook or Excel, we have created templates and can run a conservative estimate on revenue and costs quite quickly. We have cut back on research and time on expansion by months this way, to mere hours.
One negative impact is the costs with implementing connections between our other ERP systems with Adaptive Insights. Currently, we would like to have near real-time data, but cannot due to the costs. Currently, I am tasked with uploading from multiple systems and this can be time consuming, especially during a close.
Overall, positively we have had an excellent experience. The ease of the functionality and the easy learning curve have enabled everyone on my team to have an enjoyable experience.
