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Workday Data Loading for Implementers
Exam Guide 2025- 2026 Test
- What three tenants do Production, Sandbox and Sandbox preview all customers have?
- What are examples of demonstration ten- ants?
- What is the demon- stration tenant?
GMS and AMU (For education) and GOV (Government)
Pre built and populated with fictional data for testing and demoing.
- What is WDSetup? Foundry tenants that are owned and managed by WD. Processes and setup can be deployed to a tenant, like a copy and paste
- Do clients get access to WDSetup?
- What access do con- sultants have to WD- Setup?
- What is the Founda- tion Tenant?
- What is another name for a Foundation Ten- ant?
- What is the gold ten- ant?
- What is the Customer Central Tenant?
No
View Only
This is an empty tenant that we use to build and load. There is only basic data such country and currency.
AGPBaseload Tenant
System tenant prior to production - converted to the actual production tenant
"Staging hub" that is auto created and sits over non production customers. Stores all tooling and is the middle man to take customer data and push it.
Workday Data Loading for Implementers
Exam Guide 2025- 2026 Test
- What is the Tenant Health Dashboard
- What are the specif- ic Workday-delivered security roles (secu- rity groups) within the Customer Central functional area?
- Customer Central Se- curity Admin
- Customer Central Ad- min
- Customer Central User
see availability of connected tenants view deployment tool status availability displays multi-factor authentication configuration
Customer Central Security Admin (CCS) Customer Central Admin (CCA) Customer Central User (Implementer)
Configure security and authentication policies for the Customer Central tenant and create and manage user IDs
has same capabilities as CCS PLUS: -full control over users and tenants
- manages user administration and tenant administration- manage which tenants customer central users may use tools against
- setup and maintain customer central administrator or customer central user accounts -establish user accounts designated as implementers-authorize which tenants fall under customer central umbrella -maintain customer tenants
Implementer Account Seeds the initial foundation tenant with factory default data using the Customer Central-based deployment tools o Use the Configuration Catalog to migrate predefined configuration sets from WDSetup into the customer's nonproduction tenant
- What are the 4 deploy- Plan, Architect and Configure, Test and Deploy ment states?
What are some char- acteristics of Workday Your Way?
- How do you know if performance testing is required?
- What are some char- acteristics of Workday Launch?
Larger clients, government or schools. More tenant build and customization 2 tenant builds in the architect and config stage Performance testing is required Regression testing required if crossing releases
Document in Community with thresholds
Smaller clients? Only 1 tenant prior to testing No performance or regression testing More cost ettective
- What are the 5 deploy- Project Scope ment documents?
- What is the pro- ject scope deployment doc?
- What is the statement of work (SOW) deploy- ment doc?
- What is the sales to service transition S2S deployment doc?
Statement of work (SOW) Sales to Service Transition (S2S) Deployment Workbook Config review template
Boundaries and required work
Project tasks, deliverables, timelines and key details
Two meetings to set the foundation
- What is the deploy- ment workbook de- ployment doc?
- What is the configu-
Data collection, validate for errors and automate loadable data
Review config and checkpoints which are then reviewed by the WD delivery ration review template assurance team deployment doc?
- What data types are WD delivered?
- What data types are customer delivered?
- What is a Setup Data Type?
- What is a Config Data Type?
- What is operational data type?
- What is transaction data type?
Setup and Config
Operational and Transaction
Generic data that forms the structure ex: Genders, Address Types It is not configured Workday Delivered
Defines behavior within the tenant ex: BPs, security, integrations, tenant setup It is configurable Workday Delivered
Similar to setup but specific to customer ex: Orgs, suppliers, customers, locations Configurable Customer Delivered
Completed events on prior system ex: history, unpaid invoices, journals Configurable Customer Delivered
What is Configuration Catalog?
Deployment tool that allows you to Migrate specific data sets of factory default data from WDSetup into customer non-Production tenants. This includes certain reports and other sets of configuration
- When is Configuration More specific/niche needs, not always needed. Could be country specific Catalog used?
- Can users modify Configuration Catalog data?
- Where can you access the configuration cat- alog?
- What is Object Trans- porter (OX)
- Which tool allows for migration to Prod (via Sandbox)?
- What tasks are need- ed to migrate data via OX?
- What is the source of factory default data for Foundation Recipes and Configu- ration Catalog?
Yes
customers and implementers can access from Tenant Dashboard in cus- tomer central tenant
Migrates Setup and Config date from one tenant to the next. Migrates data sets from config catalog to customer tenant.
Object Transporter (OX)
Creating a configuration package and initiation the project from Customer Central
WDSetup
- What report shows the Preview Recipe Execution imp type and all in-
formation being mi- grated in a Foundation recipe?
- Which tools are for im- Advanced load, foundation recipes, migration recipes plementers only?
- Which tools are for implementers and non-implementers?
- Implementation Suites
- What are web ser- vices?
- What are some Web Services?
- What does Submit mean in a Web Ser- vice?
- When are Web Service templates updated?
- What are the 4 ID types in WorkDay?
- Why do we use Refer- ence IDs in data load-
EIB, Config Catalog, Object Transporter
Factory default data, loaded as part of the foundation recipe processing Organized in CC by Imp Type Example suites - Optimized HCM, Payroll and Fin
A way to communicate between two devices via the web
Put, Add/Update, Add Only, Update Only, BPs
BP
With each release
Reference IDs, Workday IDs, Instance IDs and External IDs
Object names can be used multiple times, San Fran could be a location and a cost center name
How to find the in- stance ID?
- What are external IDs used for?
Hover over and look at bottom corner of browser In the page URL Related actions of instance ID
Used by an external integration system who creates/owns the IDs
- Where can you find ex- Integration ID Report ternal IDs?
- What ID does Work- day generate au- tomatically on all customer data that provides a global- ly unique identifier across all Workday en- vironments?
- What ID identifies specific instances of a business object in Workday and re- mains constant across all Workday environ- ments?
- What ID specifies the system ID and the business object in- stance?
Workday ID
Reference ID
Instance ID
- Integration
What report do you use to view Reference IDs and WIDs?
- Advanced Loads ac- tion steps
Create Advanced Load Download Templates Import Data from File/tenant Load Data to foundation
- Where do you find Ad- In Customer Central vanced Load?
- What is the target of Advanced Load?
- What are the grids in an Advanced Load template?
- Can notes and com- ments be in an Ad- vanced Load Tem- plate?
- What cannot be in an Advanced Load Tem- plate?
- What areas of the Ad- vanced Load template have to follow a nam- ing convention?
implementation tenant (AGP Baseload)
Tabs in the spreadsheet
Yes
Formulas
File Name, Tab names and column names
- Primary key, need one for each record
- Where do you find er- rors when using Ad- vanced Load?
- Who has access to iLoad?
- Where do you use/ac- cess iLoad?
- What are the action steps for an iLoad process?
- What are the two ways to implementa- tion suites are creat- ed?
- iLoad files are named how?
- Do iLoad templates have grids/tabs?
- Do iLoad templates have a primary Key?
- Instead of a key, what do iLoad templates use?
- What does EIB stand for?
Process Monitor
Implementers only
In the baseload/implementation tenant
Configure Password, Create implementation suite, generate template, populate template, load with validate and then load
Recipe or create imp suite task
Area Order, Task Order, Task Name and Tenant name/suflx
No
No
Row numbers only
Enterprise Interface Builder
- Where do you use/ac- cess EIB?
Implementation and production tenant
- Who has access to EIB Implementers and customers (non- implementers)
- What are the action steps for an EIB?
- What tasks modifies inbound and out- bound EIBs?
- What can you do with data in iLoad?
- What actions can you take in an implemen- tation suite?
- How do you audit transactions and data loads in Workday?
Generate Template, Launch integration, view status
Edit EIB
Import and export only
Optimize loading into a target tenant Migrate a copy of the implementation suite to a target tenant
Audit reports
- What are the three au- Business Process Exception Audit, Organization Exception Audit, Audit dit reports?
- What report returns critical errors and warning on BPs?
- What report reviews setup of locations and
Locations for Membership in Organizations
Business Process Exception Audit
Audit Locations for Membership in Organizations
access to a report or area?
- Information Classifica- Public -> Internal -> Confidential -> Restricted -> Customer tion (least to most re- strictive)
- What are tenant setup Tasks to configure specific areas of a tenant tasks?
- What report will show the setup tasks for the tenant?
- What is an example of a setup task?
- On the Edit Tenant Setup - Global task, you can manage ten- ant-wide settings for Workday in the follow- ing areas
Tenant Setup Report
Edit Tenant Setup - HCM
Languages Personal Data for workers Frequently Used Values
- Where can you set lan- Tenant Setup - Global guage options in ten- ant?
- On the Edit Tenant Setup - system task, you can manage ten- ant-wide settings for
Default Values Time Zone Name/Address Display
Workday in the follow- ing areas
- On the Edit Tenant Set- ID/ID definitions up - HCM task, you can Staflng manage tenant-wide settings for Workday in the following areas
- On the Edit Tenant Setup - Notifications task, you can man- age tenant-wide no- tification settings for Workday in the follow- ing areas
- Notification settings do not apply to
- What are Sequence generators?
- Where can you view a specific ID definition or sequence genera- tor?
Job requisitions benefits compensation
Default Email Settings Email Compliance General email notification settings
Workday account creation Security features (One time passwords) Alert notifications
A type of ID definition. They identify people, positions, or incidents by using a unique number for a specified time period
View ID Definitions/Sequence Generator
- What report is to mon- Sequence Generator Padding itor sequence genera- tors for potential over- flow issues?
What does the Roles for Organizations and Subordinates report allow?
- What organization type groups workers into a management hi- erarchy?
- Which Workday-deliv- ered user-based secu- rity group can manage all security related in- formation regardless of organization?
Supervisory
Security Admin
- What is Skills Cloud? collection of skills for workers and candidates to select from
- To enable Skills Cloud, you must follow these steps:
- There are three types of skills available in Workday HCM:
- What are Skills Cloud Skills
- What are Maintained Skills
- Access the Maintain Skills and Experience Setup task.
- Select the Enable Workday Skills Cloud checkbox
Skills Cloud Skills, Maintained Skills, Crowdsource Skills
Tenant Nonspecific maintained by Workday
Tenanted skills, specific to the org
- Unrecognized skills added by workers
What are Crowd- sourced Skills
- What is skills interop- erability?
- What are the skills in- teroperability features to allow skills to be in- teroperable with other systems?
- What is skill normal- ization?
steps that allows Workday to become the single source of truth for skills data.
Skill normalization, integrations and Scale
Speak the same language, automate mapping
- What is integrations? Get skill data to where it is most valuable, web services enable loading external skills to workday objects
- What is Scale? Partner ecosystem
- What is Skills Cloud Automated Process- es?
- Can you opt out of Skills Cloud Automat- ed Processes?
- What are the three Skills Cloud Automat- ed Processes?
- What is Duplicate Skill Management?
automated background processes to maintain and tidy up skills within your tenant.
No
Duplicate Skill Management, Synonymous Skill Management and depre- ciated skill management
Reduced the crowdsource and maintain skills in the tenant but matching them to WD delivered Skills Cloud Skills
