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WORKDAY DATA LOADING EXAM STUDY GUIDE
Production Tenant - Answers - the environment in which we manage and store a customer's live, active data. This tenant is the customer's system of record that they will operate in after deployment Sandbox Tenant - Answers - helps administrators and consultants develop and test new features, customizations, and configurations before deploying into the main producti Sandbox Preview Tenant - Answers - is also a copy of the production tenant, but it includes added functionality that will be available in upcoming Workday baseload tenant - Answers - commonly known as the implementation tenant, empty tenant, or foundation tenant, is where you load the customer's. - The base you load to customer central tenant - Answers - is an auto-provisioned tenant that contains access to deployment tools. It sits over all nonproduction tenants to make deployment more efficient, consistent, and expe The Global Modern Services (GMS) tenant or unified tenant - Answers - is a demonstration tenant containing sample, prepopulated data for a fictitious customer. You can use this tenant for research, learning, and testing for Workday Human Capital Management and Workday Financial Management deployments customer central provides - Answers - access to deployment tools and enables you to manage interactions between tenantse:
Manage centralized user access to both the customer's tenants and the deployment tools.
Migrate data from one of the Workday foundry tenants into a customer tenant.
Orchestrate data migration from tenant to tenant.
Load data from a customer's legacy system into a staging environment, and then to a Workday tenant.
Compare data instances between tenants to identify differences (DIFFs) that may require verifica
CUSTOMER CENTRAL USER ACCOUNT - Answers - The engagement manager or project manager assigned to the customer is responsible for establishing user accounts in both customer central and the individual implementation tenants. All customer central user accounts have the following capabilities:
Full use of the customer central-based deployment tools.
Seed the initial foundation tenant with factory default data.
Load customer-provided data into Workday.
Perform data conversion activities using the new deployment tooling.
Use configuration catalog to migrate predefined configuration sets from WDSetup into the customer's nonproducti CUSTOMER CENTRAL SECURITY ADMINISTRATOR ACCOUNT - Answers - The customer central security administrator account has the following capabilities:
Configure customer central tenant setup related to security and authentication policies to ensure customer central adheres to customer policies.
Unlock customer central user accounts, monitor sign in activity, and convert customer accounts to implementer accounts or vice versa.
Manage the opt-in features capabilities available specifically in customer central.
Create and manage customer central security administrator user ID's CUSTOMER CENTRAL ADMINISTRATOR ACCOUNT - Answers - The customer central administrator account has the same capabilities as a customer central user account, plus the following:
Manage user administration and tenant administration.
Set up and maintain customer central administrator and customer central user accounts.
Manage which tenants the customer central users may use the tools against.
If the customer central administrator is an implementer, they can also establish user accounts designated as implementers.
Authorize which tenants fall under the customer central umbrella.
Cost Center - Answers - Use cost centers to hold financial transactions, budgets as well as workers. Often, cost centers are departments within a legacy system. As a general guideline, cost centers should have:
A manager.
A financial impact.
A budget Location - Answers - Location represents the physical location of the worker (or business asset), whereas Region represents a geographic area for cost or revenue capture. Region - Answers - Regions are an optional organizational structure used to reflect the area of responsibility for a worker instead of the work location Configurable Security - Answers - acts as a bridge between Workday-owned metadata and customer-owned tenanted access to functionality User-based security - Answers - is based on administrative responsibility. Use user- based security for setup tasks. You assign user-based security to a specific user and the access is tenant wide. Some delivered user-based examples include: Supplier Administrator, Security Administrator, Business Process Administrator, Finance Organization Administrator, Customer Administrator, etc. Role-based security - Answers - is based on responsibility within an organization. You assign assignable roles to positions/jobs. The assignable role is used in a role-based security group. This is how membership in that role-based security group is established. Admin security group - Answers - : This user-based security group creates and maintains all organization setup and the aligned organizations Temporary report writer - Answers - This user-based security group uses the domain 'Ability to Create Only Temporary Reports.' This is a separate security group from Report Writer that allows Temporary Report Writer's to only create temporary reports that expire after a finite amount of time - note that this role exists and is not to trip you up on the exam Common Finance Operations Lead - Answers - : This role-based security group can view reports and create transactions. Examples include: accounting journals for analysis and reporting, and opening and closing ledger periods and years for assigned. THE ACCOUNTANT CANNOT OPEN AND CLOSE LEDGER PERIODS IT IS THIS ROLE. IT IS THE COMMON FINANCE OPERATIONS LEAD.
Analyst security group - Answers - This role-based security group views reports and transactions related to the respective area for analysis and reporting. Assigned occurs at the company or company hierarchy level.. Broadly analysts can only view and don't change things. They create analysis Specialist security group - Answers - This role-based security group can perform respective area functions across all categories for assigned organizations Broadly know that these are the people who can open and do things in roles. Action Summary for Security Group - Answers - This report allows you to view all domain security policies and business process security policies that use the specified security group View Security for Securable Item (Secura) - Answers - This report allows you to view what security groups grant access to the specified securable item. It also enables you to troubleshoot incorrect security access Segregation of Duties - Potential Conflicts - Answers - These reports allow you to identify potential conflicts for various security group The Foundation Data Model (FDM) - Answers - FDM functions to provide one foundation. The objectives listed are key in making sure all areas function together on the same foundation. Think of the FDM as a "slot machine" model. Each wheel is a worktag and each worktag has a unique set of valid values. When using the FDM on a transaction, the user selects the company. Next, they select the cost center, location, product, Account control rules - Answers - enable you to manage basic approval thresholds at the account level for your companies. ACCOUNT POSTING RULES - Answers - Workday automates the accounting resulting from business operations. Workday creates journals automatically for operational transactions and uses posting rules to interpret the business events into debits, credits, and accounts JOURNAL REVERSAL OPTIONS - Answers - Workday creates reversals of accounting or operational journals when you select one of the following options using the
Edit Tenant Setup - System task, you can manage tenant-wide settings for Workday in the following areas - Answers - Broadly UI
Information
Default Values
Time Zone Configuration
Name & Address Display
System Setup
Activity Stream Settings
Mobile
Location Services
Inbox Settings
Customer Central
User Activi Edit Tenant Setup - Financials task, you can manage tenant-wide settings for Workday Financial Management in a variety of areas - Answers - Broadly financial/ customer dimensions
Customer Contracts Options
Procurement Options
Miscellaneous Payment Request Options
Lease Accounting
Supplier Accounts Options
Supplier Options
Supplier Portal Options
Expenses Options
Business Assets Options
Banking Options
Settlement and Bank Account Options
Funding Source Options
Intercompany Accounting Journal Options
Retained Earnings
Customer Accounts
Customer Portal Options
Journal Options
Tax Options
Endowments Accounting Below is a list of some common tenant validation tasks:
- Answers - Think of these as the final checks before you would call it good Run audit reports, such as Organization Type Exception Audit, Organization Exception Audit, Audit Locations for Membership in Organizations, Business Process Exception Audit, etc.
Ensure organization configurations align with customer requirements.
Ensure security assignments align with customer requirements.
Disable all emails for all environments.
Inactivate any non-default business processes you may have created.
Ensure employees have the correct data provided by the customer.
Ensure you have the correct number of active employees.
Ensure customer and supplier data loaded accurately.
Ensure basic financial transactions function properly, such as accounting journals, customer and supplier invoices, customer and supplier payments, etc
