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Data Loading for Implementers – Workday
Integration Flashcards & Study Guide
Sales to Services Tr ANSWER action - ANSWER ✔---Customer Intro to Services: A customer-facing, 60-
minute call jointly hosted by our Sales and Services teams. This meeting signals to the customer that
they are tr ANSWER itioning from the Sales team to the Professional Services team
Workday UI - ANSWER ✔----Workday User Interface
-How easy it is to navigate from the customer point of view
Reference IDs - ANSWER ✔---Primary purpose is for integrations use cases
Tenant - ANSWER ✔---A unique instance of the Workday system
Tenant - ANSWER ✔---Can configure this to meet unique business needs
Product Tenant - ANSWER ✔----Manages and stores a customer's live, active data
-Security is critical
Sandbox Tenant - ANSWER ✔---Helps administrators and consultants develop and test new features,
customizations, and configurations before deploying into the main production tenant
Sandbox Tenant - ANSWER ✔---Typically a copy of the data in the production tenant
Sandbox Preview Tenant - ANSWER ✔---A copy of the production tenant, but includes added
functionality
Sandbox Preview Tenant - ANSWER ✔---Helps customers understand both their pre-existing
Workday system and added functionality that will be available
Implementation Tenant - ANSWER ✔---Provides a secure space for testing, prototyping, and training
Implementation Tenants - ANSWER ✔---Customers may have multiple tenants for testing
integrations, loading legacy data, and conducting end-to-end user testing
GMS - ANSWER ✔----Demonstration Tenant
-Never load customer data into GMS
Agpbaseload - ANSWER ✔----Implementation tenant where you load customer's data
- is an empty or foundation tenant
- has very little prepopulated data
Customer Central - ANSWER ✔---Auto-provisioned tenant that contains more access to deployment
tools
Customer Central - ANSWER ✔----Sits over all nonproduction tenants to make deployment more
efficient, consistent, and expedient
-Need to configure settings in agpbaseload to access the customer central tenant
Maintain Customer Tenant - ANSWER ✔---Allows you see / link other tenants
Customer Central Security Administrator - ANSWER ✔---Monitors sign-in activity
Customer Central Security Administrator - ANSWER ✔---Convert customer accounts to implementer
accounts or vice versa
Customer Central Security Administrator - ANSWER ✔---Manage opt-in features and capabilities
available specifically in customer central
Customer Central Security Administrator - ANSWER ✔---Create and manage customer central
security admin user ids
Only Administrators - ANSWER ✔---Have the ability to establish customer central accounts
Customer Central Security Administrators - ANSWER ✔---Security architecture is designed to reduce
the number of users who can add and maintain accounts to achieve stronger controls
Account type's security architecture - ANSWER ✔----not configurable
- Every consultant who is granted access via a specific account type will have identical capabilities
Certain key individuals will require multiple account types to gain access to the functionality needed to
preform their jobs
-Workday strongly recommends that you create a backup security administrator to perform security
administration responsibilities in case a change is needed to another security administrator account
Customer Central Administrators - ANSWER ✔---Has the same capabilities of a Customer Central
User
Customer Central Administrator - ANSWER ✔---Mange user administration and tenant
administration
Customer Central Administrator - ANSWER ✔---Set up and maintain customer central administrator
and customer central user accounts
Customer Central Administrator - ANSWER ✔---Manage which tenants the customer central user
may use the tools against
Customer Central Administrator - ANSWER ✔----Establish user accounts designated as
implementers, but only if the Customer Central administrator is an implementer
Customer Central Administrator - ANSWER ✔---Authorize which tenants fall under the Customer
Central Umbrella
Customer Central Administrator - ANSWER ✔---Monitor certain activities performed by Customer
Central users
Customer Central Users (Implementers) - ANSWER ✔---Have full use of the customer central-based
deployment tools
Customer Central Users (Implementers) - ANSWER ✔---Seed the initial foundation tenant with
factory data
Customer Central Users (Implementers) - ANSWER ✔---Load customer-provided data into Workday
Customer Central Users (Implementers) - ANSWER ✔---Perform data conversion activities using the
new deployment tooling
Customer Central Users (Implementers) - ANSWER ✔---Use the configuration catalog to migrate
predefined configurations sets for WDSetup into the customer's nonproduction tenant
All Workday Accounts Report - ANSWER ✔----Displays a list of all accounts in Customer central
-Security Admin has access to run this report
Create external card task - ANSWER ✔----create a custom card
- will not display until you publish the card
Direct access to the information in the Administrator Guide on all delivered Home Page Cards -
ANSWER ✔----Domain
Tasks and Reports
Description
Section of the Home Page they display within
Display Time Frame
Aspects of Workday delivered cards that can be edited - ANSWER ✔----Customize Title
- Customize Subtitle
- Display Title
Time Before Event and Time After Event - ANSWER ✔---Control the Display Time Frame of the cards
People Experience Workspace Report - ANSWER ✔----Where you can add cards in agpbaseload
-Select the ellipsis to be able to publish
Deployment tools - ANSWER ✔---Use to build tenants during deployment projects
WDSetup - ANSWER ✔---Source of factory default data for foundation recipes and Configuration
Catalogue
WDSetup - ANSWER ✔---Content goes through a vetting and standardization process to ensure it
adds value and minimizes migration issues
Foundation Recipes - ANSWER ✔---Organize the content in WDSetup into configuration packages
Foundation Recipes - ANSWER ✔---We consolidate these packages into recipes based on product
SKU and countries
WDSetup - ANSWER ✔---During the Foundation tenant build, implementers can select factory
default data to load based on customer scope of work
Advanced Load - ANSWER ✔----Export, manipulate, and load data using XLSX, CSV, CSV ZIP, and XML
files
Advanced Load - ANSWER ✔---Generate customer-facing workbooks and load data into the
Advanced Load staging area
Configuration Catalogue - ANSWER ✔---Migrate specific data sets of factory default data from
WDSetup into customer non-Production tenants
Configuration Catalogue - ANSWER ✔----Includes certain reports and other sets of configurations
-Predefined configuration packages of factory default content sourced from WDSetup
Customer Central - ANSWER ✔---An Implementation tenant that serves as a central hub to secure
access to data migration tools
Customer Central - ANSWER ✔---Use it in deployments and ongoing Workday configuration
management
Migration Recipes - ANSWER ✔----Migrate setup and configuration data from one customer tenant
to the next
-Uses built-in DNU functionality to easily filter out nonrelevant data
Tenant Compare - ANSWER ✔----Compare data from one customer tenant to the next
- Useful reviewing content changes and validating tenant builds and migration
-Collective Agreements Recipes
Baseline Foundation Recipes - ANSWER ✔----Select the appropriate deployment approach tags (LE,
Launch, LX, Launch Now) in addition to the appropriate scope tags based on the Statement of Work
(SOW)
-You should only run the recipes once into an empty or vacant initial tenant
Industry Recipe - ANSWER ✔----Select the appropriate scope tags for a particular industry
Use the commercial industry tags if no other industry is applicable
FIN Country Recipe - ANSWER ✔----Contains country-specific content for Expenses, Financial
Management, and Taxes
-You must first select the corresponding scope tags in the Baseline Foundation Recipes
HCM Country Recipe - ANSWER ✔----Contains country-specific content for Absence, Benefits, HCM,
and Time Tracking
-You must first select the corresponding scope tags in the Baseline Foundation Recipes
Collective Agreements Recipes - ANSWER ✔----Contains Collective Agreements and Notice Period
and Probation Period Rules for France and Italy
-Select only the Collective agreements applicable to the customer
Foundation Tenant - ANSWER ✔---Responsibility of a data conversion consultant
Foundation Tenant Primary Activity - ANSWER ✔---Seeding the customer's tenant with a set if
starting configuration or factory default data from a foundry tenant - WDSetup
Foundation Tenant Primary Activity - ANSWER ✔---Loading customer-provided data that is
representative of their organizations, jobs, and worker data
Foundation Tenant Primary Activity - ANSWER ✔---Running through a set of data validation and data
tr ANSWER formation steps to ensure the tenant's contents are applicable
Seed Foundation Tenant from Foundry - ANSWER ✔----Identify customer scope of work
-Foundation tenant build
-Verify target tenant
-Resolve errors
Foundation Tenant Build - ANSWER ✔----Select correct recipes based on scope of work
- Run recipes one at a time
- Start with SKU-based recipe
View Tenant Build - ANSWER ✔---can monitor the status of build and the details
Foundation Tenant Build Components - ANSWER ✔----The factory default data, which is housed in a
Workday foundry tenant called WDSetup
-Foundation recipe definitions.
-Customer Central's Foundation Tenant Build Task
WDSetup - ANSWER ✔---Factory default data which is housed in a foundry tenant
Foundry Tenants - ANSWER ✔---Source of all factory default data
Two Foundry Tenants - ANSWER ✔----Workday medium enterprise launch offerings
-WDSetup for everything else
Foundry Tenant - ANSWER ✔---At the start of a deployment project, will pre-configure the
customer's foundation tenant with factory default data, which provides a starting point, including a
common set of security groups, security policies, and business
Advanced Load - ANSWER ✔----Fix errors that occurred as part of recipe processing
-If errors exist, you can correct them in staging or export the data to revise it
-Once you correct the errors and pass validation, you can load the data into the target tenant
Advanced Load - ANSWER ✔---Bring customer-provided legacy data, such as companies, locations,
and worker data, into a customer tenant
Advanced Load - ANSWER ✔---Users can extract data, edit, and load the revisions back to the target
tenant and do not need to reformat, manipulate, or delete columns of data
Advanced Load - ANSWER ✔----Initially loaded into a staging environment
-Workday will perform some initial validations based on the schema requirements and highlight these
errors to you
- Once in staging, you can import and export the data
- You can also manipulate and update the data
Advanced Load - ANSWER ✔----Performs additional validations when the data is loaded into the
tenant
~Assessing data dependencies
~Verifying that conditionally required fields are populated
Advanced Load Set - ANSWER ✔---Perform actions on multiple loads at once by adding them to a set
Create Advanced Load Set - ANSWER ✔---Include existing advanced loads and create new advanced
load types to add
Configuration Workbook - ANSWER ✔---Gather customer-specific configuration data
Object Tr ANSWER porter (OX) - ANSWER ✔----Enables users to copy objects to an implementation or
Sandbox tenant
-used by implementers and customers
Object Tr ANSWER porter - ANSWER ✔---Migrates associated dependencies and indicated if there are
issues with the migration
Enterprise Interface Builder - ANSWER ✔----Integration system that enables you to load data into
Workday using a spreadsheet
-Only available for some web services
Implementation Types Detail Report - ANSWER ✔---Identify if the tooling supports the
implementation component
Inbound EIB - ANSWER ✔---Configure: inbound EIB integration system and spreadsheet template
Create an Inbound or outbound EIB general settings - ANSWER ✔---EIB's names, ID, and Description
EIB Data Source - ANSWER ✔----Attach the file with the data you want to input into Workday when
you launch the EIB
-Can specify the external endpoint that Workday can retrieve the file from
EIB Data Format - ANSWER ✔----Will often be Web Service Spreadsheet Template
-Populates as the default value
-Edit section to specify how the web service template will generate
EIB Tr ANSWER form - ANSWER ✔---Specify how to tr ANSWER form the data
EIB Deliver - ANSWER ✔---Specifies the web service operation or custom object you can use to input
data
Spreadsheet Template - ANSWER ✔----Created by Workday cased on the selected webservice
integration attachment - ANSWER ✔---Create an attachment object and upload your spreadsheet,
or select an existing
Load Error Limit - ANSWER ✔----Specify a limit for the upload process
- You can select a value from 1 to 10,000 or specify Unlimited
- The process stops when it reaches the error limit
Validate Only Load - ANSWER ✔---Validate your input data without performing an actual upload,
providing a trial run so you can correct any data
Add Errors to Attachment - ANSWER ✔----Generate errors in the spreadsheet attachment, allowing
you to troubleshoot
-You can find the attachment in the Integration Events report
Integration Events - ANSWER ✔----Launching an integration system creates a new integration event
- The integration background process performs any required tr ANSWER formations and outputs
appropriate files or messages as part of the event
Child Event - ANSWER ✔---When an event completes as part of another
iLoad - ANSWER ✔----Legacy tool that enables implements to load data through the use of a
spreadsheet
-Can only manipulate the data outside of the tenant, within the iload spreadsheet
iLoad Password - ANSWER ✔----each spreadsheet is password protected
- applies to all iLoad templates generates from the tenant
configure iLoad task - ANSWER ✔---allows you to set the password for the tenant
Create an implementation suite for iLoad - ANSWER ✔----Configurable tables in Workday that
contains areas and tasks related to building a new Workday tenant or deploying additional functionality
Create an implementation suite for iLoad - ANSWER ✔----Allows you to load or extract data at the
task, area, or suite level within the iLoad tool
-data is most often loaded or extracted at the task level
implementation area - ANSWER ✔---grouping of tasks into a functional area
implementation suite - ANSWER ✔---collection of implementation areas and implementation tasks
create implementation suite - ANSWER ✔---Gives you the option of creating a new suite or creating
a suite from a template
implementation suites report - ANSWER ✔---allows you to view all the suites in your tenant
Object Relationship - ANSWER ✔---objects in Workday are related to one another
ID - ANSWER ✔---use each time you have to designate an object's relationship to another object
IDs in iLoad Templates - ANSWER ✔----ID type
iLoad Template - ANSWER ✔---requires ID and ID type
Enterprise Interface Builder - ANSWER ✔---used by implementers and non-implementers to build
simple inbound and outbound integrations between Workday and external endpoints
tenant compare - ANSWER ✔---used by implementers to compare data from one customer tenant
to the next and is useful in reviewing content changes and validation tenant builds and migration
WDSetup - ANSWER ✔---source used by implementers and non-implementers to for factory default
data for foundation recipes and configuration catalogue
Deployment Stages - ANSWER ✔----Plan
Architect & Configure
Test
Deploy
Plan - ANSWER ✔----Establish project management and administration based on an agreed upon
scope
- Engagement manager or project manager provides customer with data workbooks to complete
- Load setup data
Architecture & Configure - ANSWER ✔----Collaborate with a customer on business requirements and
deploy the workday design using prototypes to advance the configurations
-Customer provides data workbooks
-Load the remaining data types one at a time over the course of the stage
Test - ANSWER ✔----Validate configuration decisions and customer readiness
- Evaluate data accuracy and track changes for the next tenant build
Deploy - ANSWER ✔----Move the production, stabilize, and tr ANSWER ition to customer operations
Migrate all the data to Gold Tenant
Data Migration - ANSWER ✔---Process of loading and modifying data through a series of tenants to
build a final, production-ready tenant
Data Loading - ANSWER ✔---Refers to loading data to a specific tenant and is part of the data
migration process
Setup Data - ANSWER ✔----Source: Workday
-Description: defines the structure of Workday; follows common standards and is generic for all
customers
-Examples: Gender, address types, or government IDs
Configuration Data - ANSWER ✔----Source: Workday
- Description: Defines behavior in Workday; changes based on customer requirements
- Example: Business processes, security, integrations, or tenant setup
Operational Data - ANSWER ✔----Source: Customer
-Description: similar to setup data but is specific to the customer; commonly used in tr ANSWER action
data
-Examples: Organizations, suppliers, customers, or locations
Tr ANSWER action Data - ANSWER ✔----Source: Customer
-Description: represents past events
-Examples: Workers, worker history, accounting journals, or unpaid supplier invoices
Factor Default Data - ANSWER ✔---Cohesive set of standard configuration values based on product
design
Factory Default Data - ANSWER ✔---Consultants use the tenant as foundational content for
reference within most customer deployments
factory default data - ANSWER ✔---includes Workday-delivered settings and localized data values
integrated together to reflect a sample starting configuration for most customers
