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A national services organization with a distributed workforce and high-volume hiring needs relied on Workday to manage its human capital operations.
Following its initial deployment, the organization required workday implementation support to stabilize and optimize core Human Capital Management (HCM), recruiting, and onboarding processes. As hiring volumes fluctuated and operational demands evolved, maintaining consistency across systems and workflows became increasingly complex.
With multiple stakeholders interacting with Workday across HR, recruiting, and operations, even small inefficiencies created ripple effects. The organization needed a way to ensure its system could support both day-to-day execution and long-term workforce scalability.
The Challenge
After go-live, the organization began to experience gaps between how Workday was configured and how teams needed to use it in practice.
Core workflows within Workday HCM and recruiting were functional, but not optimized. As a result, internal teams relied on manual steps and workarounds to complete essential tasks.
Key challenges included:
- Recruiting workflows that required additional manual intervention
- Business processes that did not fully align with internal approval structures
- Security and role configurations that limited visibility and usability
- Onboarding processes that created inefficiencies after hiring decisions were made
These challenges introduced friction across the employee lifecycle, from job creation to onboarding. Recruiting teams spent more time navigating the system than focusing on hiring, while HR teams faced increased administrative overhead.
As these inefficiencies compounded, the organization recognized the need for a partner that could deliver both Workday support services and strategic guidance. They needed experts who could deliver Workday AMS support, resolve issues quickly, and align improvements to a structured workday implementation project plan that supported long-term scalability.
The Solution
The Planet Group provided workday implementation support and Workday AMS support through a flexible, on-demand delivery model designed to align with the client’s evolving needs.
Through a structured statement of work and a clearly defined workday implementation project plan, Workday-certified consultants were deployed to assess, refine, and enhance system functionality across HCM and recruiting.
The approach focused on both immediate resolution and long-term optimization:
- Identifying gaps between system configuration and business needs
- Reconfiguring Workday HCM processes to improve usability and accuracy
- Streamlining recruiting workflows through business process improvements
- Aligning security roles to ensure the right users had appropriate access
- Providing advisory support to guide onboarding and downstream process improvements
Consultants worked closely with stakeholders to gather requirements, validate changes, and implement updates in a controlled, iterative manner. This ensured that improvements were both technically sound and aligned with real-world operations.
As the engagement progressed, the work evolved beyond issue resolution into a more consultative partnership, helping the client think strategically about how Workday could better support its workforce.
The Roles & Engagement Scope
Over the course of approximately three months, The Planet Group deployed Workday-certified consultants with expertise across multiple functional areas, including:
- Workday HCM optimization
- Workday recruiting optimization
- Security configuration and role alignment
- Advisory support for onboarding and process design
The engagement followed a structured delivery model grounded in a clear workday implementation project plan, including discovery sessions, requirements documentation, stakeholder alignment, and iterative implementation.
As requirements evolved, the team adapted quickly, incorporating feedback and refining solutions in real time. This flexibility was critical, as the client’s needs shifted throughout the engagement.
In total, more than 30 Workday-related issues and enhancement requests were successfully resolved, spanning HCM, recruiting, and onboarding workflows.
The Results
The engagement delivered both immediate improvements and long-term operational benefits.
Key outcomes included:
- Streamlined recruiting workflows that reduced manual effort and improved efficiency
- More effective business process automation, enabling smoother handoffs between teams
- Improved system usability through better-aligned security roles and permissions
- Enhanced onboarding processes through targeted optimization
- Reduced administrative burden for HR and recruiting teams
By aligning Workday configuration with real-world processes, the organization was able to move from reactive problem-solving to more efficient, standardized operations.
In addition to resolving current issues, the engagement positioned the client for future success. With clearer processes and improved system performance, internal teams were better equipped to manage ongoing changes and scale operations as needed.
Sustained Success and Future Readiness
The initial engagement was successfully completed, with all identified issues resolved and processes stabilized.
Today, the organization operates in a steady state, supported by improved Workday system optimization and more efficient workflows across HCM and recruiting.
The Planet Group remains engaged as a trusted partner, providing Workday application management services (AMS) on a flexible, as-needed basis. This allows the client to access certified expertise without adding permanent headcount.
With this model in place, the organization is well-positioned to:
- Adapt to future Workday releases and updates
- Implement new features and enhancements
- Support evolving payroll, benefits, and HR requirements
- Continuously refine business processes as the organization grows
Regular check-ins and ongoing alignment ensure the client can proactively plan for future needs while maintaining operational stability.
Need workday implementation support to stabilize your system and drive long-term performance?
Connect with The Planet Group to access certified experts who can execute against a structured project plan, optimize your Workday environment, and help your teams scale with confidence.
