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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
- ID descriptor
- ID itself 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
