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HCM Data Management
Calculated Skill level Different skill level sources Breakdown of the skill level calculation and link to the skill detail report
When skill level sources are enabled, workday populates a window after selecting a skill on a Worker Profile, displaying:
User-Based
security group type with Tenant wide access
Tenant
unique instance of the Workday system
Empty Tenant/ Foundation/Base Load Tenant
agpbaseload is also known as
agpbaseload empty or foundation tenant
tenant where you load customer data. This tenant has very little prepopulated
The Customer Central tenant
an auto-provisioned tenant that contains access to deployment tools. It sits over all nonproduction tenants to make deployment more efficient, consistent, and expedient.
Determine their subscription agreement: Master Service Agreement (MSA) or Universal Main Subscription Agreement (UMSA)
If on USMA, no additional steps required
Before opting in to innovation services, what must the customer determine
Customer Central as the Customer Central Administrator (cca)
What tenant and user do you need to log in to to maintain customer tenants
Customer Central
Gateway to access the new tools and to manage interactions between tenants.
HCM Data Management
Customer Central
Migrate data from one of the Workday foundry tenants into a customer tenant
Customer Central
Compare data instances between tenants to identify differences (DIFFs) that may require verification
Customer Central
Manage centralized user access to both the customers tenants and the deployment
Tenant Health Dashboard
Located in Customer Central. It provides an efficient method to view deployment tool status availability, multi-factor authentication configuration, and information about user setup across tenants.
Implementer Accounts
security required to load and extract data. If you are working in an Implementation tenant
Create Implementer
Task to create an account with appropriate security to load and extract data
engagement manager or project manager
who is responsible for establishing Customer Central User Accounts in both customer central and the individual implementation tenants
Customer Central Security Administrators
account type that can configure security and authentication policies for the Customer Central tenant to ensure Customer Central adheres to customer policies
Customer Central Administrators
account type that can manage user administration and tenant administration
Customer Central Users and Administrators
account type that has full use of the Customer Central-based deployment tools and can Load customer- provided data into Workday
Convert Customer Central User Account
what task displays Customer Central user accounts and details
All Workday Accounts
what report displays a list of all accounts in Customer Central. (the security administrator has access to run this report)
HCM Data Management
Configure iLoad
What task can you use to create an iLoad password
Baseload and user (john doe)
What tenant and user do you need to be in to configure iLoad?
42.
what version do we use for iLoad currently? (ex. 99.9)
no
Can you have two implementation suites with same name?
Configure iLoad
what task do you use to add a default password for SFTP, specifically with iLoad
Create implementation suites, once that's created click 'Edit User Settings'
what task do you use to connect SFTP to tenant for iLoad
Configure iLoad password Create an implementation suite Generate iLoad template (empty) Populate template Load with validate only Load once validation completes successfully
what is the process to configure iLoad and load data?
WDSetup
Source of factory default data for foundation recipes and configuration catalog
Customer Central - Foundation Tenant Build
what tenant and what is the task name to seed factory default data?
implementation suites
considered factory default data and therefore loaded as part of foundation recipe processing
Enterprise Interface Builder
what does EIB stand for?
configuration catalog
what contains predefined configuration packages of factory default content source
HCM Data Management
implementers and customers
What users can access to configuration catalog?
object transporter (OX)
what enables users to copy objects to an Implementation or Sandbox tenant. migrates associated dependencies and indicates if there are issues with the migration
General settings, get data, transform, deliver, review and submit
What are the 5 sections in the create eib task?
in an advance load you can manipulate the data inside the tenant
what is the difference between an advanced load and iLoad
EIB
tool that is used to build simple inbound and outbound integrations between Workday and external endpoints
tenant dashboard
what app do you go to to see the configuration catalog?
Advance Load
Tool that is used to export, manipulate, and load data using XLSX, CSV, CSV ZIP, and XML files
Change Tracker
Tool that returns changes made to configuration data within the selected timeframe and for selected users.
iLoad
Legacy implementation tool used to manage data migration and data loading
Implementation Suites Summary
tool that provides centralized access to view relevant Implementation suites within customer Implementation tenants.
Tenant Compare
tool that is used to compare data from one customer tenant to the next. Useful in reviewing content changes and validating tenant builds and migration.
WDSetup
Source of factory default data for foundation recipes and Configuration Catalog.
HCM Data Management
Transaction Data
Data type that represents past events
Setup Data
Data type that defines the structure of Workday; follows common standards and is generic for all customers
Factory Default Data
Workday-delivered settings and localized data values to reflect a sample starting configuration for most customers.
Virtual Clean Room (VCR)
Data center to protect customer data by limiting the persistence of customer data outside of the data center
SSH File Transfer Protocol (sFTP)
used to store customer sensitive data that you should not store on your laptop or email
Create sFTP Settings
task to configure sFTP connection in the tenant
no
do all grids need to be included for an advanced load to be successful?
yes
can you change the order of the columns in an advanced load and it be successful?
create advanced load download template populate data into template or workbook and load into staging review and update data in staging load data into target tenant
What are the steps to do an advanced load? there are 6
Ref ID, WID, Integration ID, Instance ID
what are the 4 types of IDs in Workday?
Get Put Add/Update
HCM Data Management
Add Only Update Only Business Process
what are the types of web services workday uses? there are 6
Instance ID
internal integration ID that Workday generates (e.g., 216$1)
a manager, a financial impact, a budget
what should cost centers always have? there are 3 things
Data Purging
what enables you to delete certain personally identifiable information (PII) permanently from your tenant?
Mass Operation Management
what is the task to schedule a purge to run periodically?
Organization Exception Audit
report that Allows you to view organizations for which there are errors or warnings. It then displays the business object that has the problem and a description of the problem or solution.
Organization Type Exception Audit
what report allows you to view organization types for which there are errors or warnings. It then displays the organization type, such as Supervisory or Company, that has the problem and a description of the problem or solution.
Business Process Exception Audit
what report allows you to find all business process definitions with critical errors.
Audit Locations for Membership in Organizations
what report allows you to view each organization hierarchy that allows business sites and shows each business site that has a membership problem. You can use this report to set up and correct business site hierarchies. It displays business sites that are included in the hierarchy more than once or are not included in the hierarchy at al
Project Scope Document
document that includes the projects scope and the work required to complete the deliverables. Its purpose is to provide a baseline understanding of the projects boundaries
HCM Data Management
Role-Based
security group type that Perform mostly transactional tasks
Action Summary for Security Group
report to View all sec policies that use a specified sec group
HR Admin
User-Based Create, maintain, view, and report on all HR operational data regardless of organization. Examples include compensation, compliance, hires, job changes, organizational assignments, performance reviews, personal data, positions and headcount, recruiting, staffing, and time off. Approval authority for HCM business processes.
HR System
User-Based Integrate to third-party human resource systems.
HR Analyst
Role-Based Perform HR reporting functions for assigned organizations. Examples include reporting on positions, staffing, compensation, and benefits. Approval authority for HCM business processes.
HR Executive
Role-Based View all HR setup and operational data for assigned organizations. Approval authority for HCM business processes.
HR Partner
Role-Based Perform HR management functions for assigned organizations. Examples include creating and approving new positions, job assignments, and managing the job profile framework. Approval authority for HCM business processes.
Organization Administrator
User-Based Create and maintain all organization setup data. Examples include organization types, organization subtypes, business sites, and membership rules. Approval authority for organization business processes
Security Administrator
HCM Data Management
User-Based Manage all security related information regardless of organization. Examples include creating and maintaining Workday accounts, establishing password rules, managing feature permissions, viewing security reports, and viewing role reports. Approval authority for organization and system business processes.
Manager
Perform actions on members of assigned supervisory organizations. Examples include hiring employees or contingent workers, compensation changes, job changes, performance reviews, creating positions and headcount, stock grants, staffing, recruiting, leaves, and time off. Approval authority for HCM, expense, and procurement business processes.
HR Auditor
User-based View all HCM setup and operational data regardless of organization. View all HCM business processes.
View Sec for Sec
report to View what security groups grant access to a specified securable item
.xlsx, .csv, .csv.zip, .xml files
advanced load allowed file types
Download Template Import Data from file Import data from tenant Import data from workspace Load data
what are the options on an advanced load
Configure iLoad password Create an implementation suite Generate iLoad template (empty) Populate template Load with validate only Load once validation completes successfully
iLoad process (6 steps)
Use Current Tenant name
what should the Suffix name be on iLoad file
Web Service
HCM Data Management
task to view implementation areas, stats and tasks
Virtual Clean Room (VCR)
what datacenter Prevents data from persisting in the environment beyond 7 days
Secured File Transfer Protocol (sFTP)
what does sFTP stand for
"S" stands for SSH (Secure Shell), which is synonymous security
what does the s stand for in sFTP
Organizations
Basic building block of the WD application
if a Client has not previously deployed any WD products
when would you Configure and load the minimum HCM setup and data required to support financials first
yes - Set up legal entities as companies, but companies don't have to be legal entities
do you need to set up legal entities as companies?
when there are dependencies and have different phases
when would you need to run an advanced load twice
Audit reports Disable all emails for all environments Inactivate any non-default BPs Confirm correct # of active employees Confirm customer and supplier data Ensure basic financial transactions function properly
what are some tenant validations you should do
Maintain Do Not Use Instances
task to look at DNUs
Data Purging
what Helps comply with privacy regulations and data protection laws
Workday Touchpoints Kit
Displays touchpoints between WD functional areas
HCM Data Management
Workday Touchpoints Kit
Identifies design considerations that impact other areas of Workday
Process Monitor
report to find and view errors in the baseload tenant
Tenant Setup Report
Gives access to any tenant setup task
Edit Tenant Setup - Global
Manage tenant-wide settings:
- Languages
- Personal Data for Workers
- Frequently Used Values
Edit Tenant Setup - System
Edit Tenant Wide settings:
- Default Values
- Time Zone Configuration
- Name/Address Display
Edit Tenant Setup - HCM
Edit Tenant Wide Settings
- Sequence IDs
- Staffing
- Job Reqs
- Benefits
- Compensation
Edit Tenant Setup - Notifications
Edit Tenant Wide Settings
- Default Email
- Email Compliance
- General Email Notification Settings
- Mobile Notification Settings
- Notif. Delivery Settings
SMTP
Simple Mail Transfer Protocol
Email Compliance
HCM Data Management
WD recommends padding value of:
Landing Page
Display applications for easy access to data and tasks
Configured by using the task, "Maintain Dashboards"
Home Workbench Mobile Reports (dashboard)
WD Delivered Landing pages include:
Change Preferences Task
Users can set a Preferred Home Page through this task:
Mobile Reports
Dashboard that displays list of useful reports designed for Mobile:
Job Worker Group
A profile is a composite view of a:
Home Cards Inbox Items Announcements Applications
The Home Landing Page (primary landing page for users) features:
Inbox Items Announcements Applications
The Workbench Landing Page caters to technical users and features:
Business Process Translation Candidate Profile Job Profile Talent Pool Tenant Setup Worker Profile
HCM Data Management
Examples of Workday Delivered Profiles are:
**- Reports and custom tasks displayed on the profile group
- Profile groups that display on each profile
- Display order of profile groups**
(Profile Groups) Customers define the:
a. IDs
Which area can you manage from the Edit Tenant Setup - HCM task? a. IDs b. BPs c. Customer Central d. Job Profile
True
T/F: A profile is a composite view of a job, worker, and group
Up to 4
How many items can be displayed on the profile header card?
Organization Hierarchy
Combines certain types of organizations to represent a structure
Organizations (Not Org Hierarchies)
Workday assigns transactions to ONLY what object?
Supervisory
The primary organization for Workday HCM, as it groups workers into a management hierarchy. Jobs, positions, and compensation structures are associated with supervisory organizations. Hire workers into jobs or positions associated with this org type.
Location
Org type that represents the physical location of the worker (or business asset)
Region
Org type that is an optional organizational structure used to reflect the area of responsibility for a worker instead of the work location - which is different than the location hierarchy.
For example, a salesperson might work from a Miami location, but may be responsible for sales in the Latin America Region.
HCM Data Management
**- Constrained access to an org
- Perform transactional and support tasks Examples: Manager, HR Partner, Comp Partner, Sec Partner**
Characteristics of a Role-Based Security Group
HR Admin, Security Admin, and BP Admin
To validate the foundation tenant build, you must assign your client/power user which user-based security groups?
Tenant_Security_Group_ID (Ref ID type of the user-based sec group(s)) System_User_ID (Ref ID type of the system user(s) you are assigning the user-based security group(s) to)
(Advanced Load - User-Based Security) What Reference ID Type(s) will you need to know?
Organization_Reference_ID (Ref ID type of the org you are loading) Organization_Role_ID (Ref ID type of the assignable role you are assigning) Position_ID (Ref ID type of the position that you are assigning to the role)
(Advanced Load - Role-Based Security) What Reference ID Type(s) will you need to know?
Assignable Role
What is required when creating role-based security groups?
Role Assigner: Organizations affected by this load Role Assignment Data: Roles applied to the organization Role Assignee Reference: Positions assigned to the roles
3 grids required in the advanced load template to load role-based security groups:
View Assignable Roles
Task to review all delivered roles
Role-Based Security Group
Which security group type gives access to the "chair" rather than the person sitting in it?
User-Based Security Group
Which security group type gives access directly to the worker rather than the "chair"
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HCM Data Management
CLAIRE IM LOSING MY MIND
Report: Action Summary for Security Group
Allows you to view all domain security policies and business process security policies that use the specified security group. It enables you to review all the policies that grant access to the security group, their functional areas, and the details for the securable items.
Report: View Security for Securable Item
Allows you to view which security groups grant access to the specified securable item. It also enables you to troubleshoot incorrect security access.
Report: Roles for Organizations and Subordinates
This report allows you to view the organization hierarchy of subordinate organizations. This report enables you to select an organization in the hierarchy to review all the organization roles, the worker in each, and whether they fill that role by assignment or inheritance.
You can also access the Related Actions menu for the organization, the owner, each role, and each worker in a role.
**- Determine eligibility for benefits that are often based on length of service
- Influence compensation structures (salary changes/bonuses)
- Legal compliance, adherence to labor laws
- Initiate workflows and processes in WD (performance reviews, promos/terms)
- Contribute to EE records and reporting, support auditing**
What are some reasons that service dates are important?
BP: Service Dates Change
This BP allows you to manage the various service milestone dates for workers
Hire Change Job Edit Position
WD recommends we use Service Dates Change as a subprocess for which staffing BPs?
Hire Employees Adv. Load
What advanced load loads Hire Date and Continuous Service Date?
Edit Service Dates Adv. Load
What Adv. Load loads Original Hire Date?
