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Workday Data Loading and Data
Management – Complete Study Guide
& Flashcards (2025)
Production Tenant Manage and store live customer data Sandbox Environment for developing and testing new features before deploying to production Sandbox Preview Shows upcoming functionality for customer preview. Implementation Tenant Used for testing, prototyping, and training. Customer Central Implementation Tenant that serves as a central hub to secure access to data migration tools
WDSetup Source of Factory Default Data for configurations. Implementer Account Required for data loading and extraction. Workday UI Customization Tailors user experience to specific needs. Home Cards Provide context and guidance for user tasks. Workspace Tool for managing home cards. Assistant Digital chatbot for task assistance. Security Group Defines roles for implementers in tenant. Administrator Role Manages user tenants and sets up accounts. User Role Full access to implementation tools. Security Administrator Role Configures policies and manages account access + IDs Tenant Health Dashboard Displays deployment tool, user setup, and multi-factor status. Deployment Stages Plan: establish project management based on scope, first deployment stage and initialization of Foundation tenant Architect/Configure: collaborate on requirements & deploy Workday design using prototypes, last deployment stages for loading data types Test: Validate design and readiness Deploy: Stabilize and transition to customer operations
Object Transporter Migrates selected data between tenants. Configuration catalog predefined configuration packages of factory default content iLoad Legacy tool for loading data via spreadsheets. Advanced Load Replaces iLoad for most data objects. Virtual Clean Room Virtual Desktop connecting Workday datacenter via sFTP Auto wiping, No emailing/printing, and Limits URLs sFTP Server Configuration Store customer data and file management Advanced Load Use Cases Fix Errors Augment Setup Import Legacy data Web Service Communication method between 2 devices over the web. Put: add & modify data. Some only add Get: extract data ID Types -Reference: primary identifier for objects, has reference ID type (which has reference ID type value) -Workday: automatically generated on all customer data, use when no reference -Instance: automatically generated, points to a specific object, used by development/data conversion -External: used by integration systems Prepare to Load For each Organization and Location created, got to make subtypes first Cost Centers
Track spending and revenue transactions. 3 criteria: Financial impact, budget, and manager Companies Internal entities for financial reporting. Record transactions, product FS, and create other reports Foundational for FIN Locations physical location of a worker or asset Supervisory Organizations Groups workers into reporting structures Foundation of HCM Positions consolidate essential job details like job profile, job family, worker type, and location Pre-hire record needed by all employees and contingent workers Hire Active employees loaded via Advanced Load Payroll Processing Framework When: Period Schedule What: Run Category (General, Non-active, Off Cycle) Who: Pay Group (worker can only be in one, 1 country per, Payroll partner Pay Group Assignments Manual: Assign Pay Group Task Automatic: Pay Group Auto Assignment Rules In Bulk: EIB Implementer only tools Advanced Load Foundation Recipe Migration Recipe iLoad
-Customer facing meeting -Aligns expectations, validates scope, and discuss resource requirements Deployment Workbooks -Simplifies data collection process for customers, validate data for errors, and automate work for loading data -Instructions, FAQs, decision guide videos, and macros Configuration Review Templates -Used during configuration review checkpoints -Helps you ensure you are forgetting or missing anything Tenants -unique instance in Workday -Production, Sandbox, Sandbox Preview, Implementation, Customer Central ID Definitions specify format of IDs that WD generates for business objects Sequence Generator
- identify people, positions, or incidents by using unique # for a time period
- auto generate job codes in Edit Tenant Setup - HCM Edit Tenant Setup - HCM IDs, Staffing, Org Chart, Time off, Compensation, Benefits, Learning Skills Cloud -ML collection of skills to select from -Streamlines identifying candidates/workers based on skills Profile/Profile Group -Composite view of job, worker, or group -Group includes tabs like job details, contact, organizations, skills Role-based Security Group
- Assigned to positions/jobs] Inheritance Constrained Access
-Transactional and Support tasks User-based Security Group
- Unconstrained Access Assign to user Setup, maintenance, and admin tasks Usually have "administrator" in name 3 types of skills -Skills Cloud Skill: more general stuff in all WD tenants (leadership, time management, etc.) -Maintained Skill: tenant-specific skills (i.e. Python certified if your tenant codes with Python) -Crowdsourced: unrecognized/external skill (i.e. me being Six Sigma certified) and doesn't pop up in search Customer Central Tenant Access new tools and manage accounts
