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WD Data Loading for Implementers + HCM
Data Management – Complete Flashcards &
Study Guide (2025)
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 data 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. Customer Central What allows to migrate data from one of the Workday foundry tenants into a customer tenant Customer Central Allows to 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. Needed 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
Legacy implementation tool that manages data migration and data loading. Foundation Tenant Build task uses foundation recipes to orchestrate the build process and to help pull in relevant factory default data based on the customers scope of work. Data conversion consultant who is responsible for building the foundation tenant no can you have a ref id type without a ref id value? 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?
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 implementers and customers Who, among users, can access 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
Data Loading loading data to a specific tenant and is part of the data migration process. Configuration Data Data type that defines behavior in Workday; changes based on customer requirements Operational Data Data type similar to setup data but is specific to the customer; commonly used in transaction data. 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 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 account can Enable the foundry tenant migration Configurable Security Acts as a bridge between WD delivered content groups and customer defined tenanted access to functionality 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 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
Configurable tables in WD that contain areas and tasks related to the building of a new WD tenant or deploying additional functionality Implementation Suites 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 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
Task where sequence generator for Job Codes is found
- Basic information (e.g., name and sequence ID)
- The sequence format (e.g., padding)
- Time-based reset settings (e.g., restart frequency and restart number)
- Sequence generator maintenance (e.g., sequence ID overflow behavior and overflow notification groups)
- Last sequence ID (e.g., last sequence used and last date used) What are the configuration options on the ID Definition/Sequence Generator Page? 6 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 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?
This org type contain workers from different supervisory organizations who work together Retiree An organizational structure designed to hold retirees, and provide visibility and management access for retiree administrators and part Configurable Security Framework Allows you to control view and modify access to the Workday application via security groups and security policy updates. "The bridge between Workday-owned metadata and customer-owned tenanted access to functionality" Domain and Business Process Policies What secures each securable item? Security Group:
- Assigned directly to users
- Tenant-wide unconstrained access
- Perform setup and admin tasks Examples: HR Admin, Comp Admin, Sec Admin Characteristics of a User-Based Security Group Security Group:
- Assigned to positions/jobs
- 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" AHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH HHHHHHHHHHHHHHHHHHHHHH 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
