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Data Management Test Practice 2026 Guide
- 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/ Founda- tion/Base Load Tenant
- agpbaseload empty or foundation tenant
- The Customer Central tenant
- Determine their sub- scription agreement: Master Service Agree- ment (MSA) or Universal Main Subscription Agree- ment (UMSA)
If on USMA, no additional steps required
agpbaseload is also known as
tenant where you load customer data. This tenant has very little prepopulated
an auto-provisioned tenant that contains access to deployment tools. It sits over all nonproduction tenants to make deployment more eflcient, consistent, and expedient.
Before opting in to innovation services, what must the customer determine
- What tenant and user do you need to log in to to maintain customer tenants
Data Management Test Practice 2026 Guide
Customer Central as the Customer Central Admin- istrator (cca)
- Customer Central Gateway to access the new tools and to manage interactions between tenants.
- Customer Central Migrate data from one of the Workday foundry tenants into a cus- tomer tenant
- Customer Central Compare data instances between tenants to identify ditterences (DIFFs) that may require verification
- Customer Central Manage centralized user access to both the customers tenants and the deployment
- Tenant Health Dash- board
Located in Customer Central. It provides an eflcient method to view deployment tool status availability, multi-factor authentication config- uration, 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 who is responsible for establishing Customer Central User Accounts project manager
- Customer Central Securi- ty Administrators
in both customer central and the individual implementation tenants
account type that can configure security and authentication policies for the Customer Central tenant to ensure Customer Central adheres to customer policies
Data Management Test Practice 2026 Guide
- Tenant Compare Compare data from one customer tenant to the next. Useful in review- ing content changes and validating tenant builds and migration
- iLoad 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 consul- tant
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?
- 42.0 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 creat- ed click 'Edit User Set- tings'
- Configure iLoad pass- word
what task do you use to connect SFTP to tenant for iLoad
what is the process to configure iLoad and load data?
Data Management Test Practice 2026 Guide
Create an implementa- tion suite Generate iLoad template (empty) Populate template Load with validate only Load once validation completes successfully
- WDSetup Source of factory default data for foundation recipes and configura- tion catalog
- Customer Central - Foun- dation 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 foun- dation recipe processing
- Enterprise Interface Builder
what does EIB stand for?
- configuration catalog what contains predefined configuration packages of factory default content source
- implementers and cus- tomers
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?
Data Management Test Practice 2026 Guide
Deploy - Move to Gold/Prod
- Workday Launch is for medium enterprise cus- tomers, WYW is for large enterprises (educa- tion or government cus- tomers), essentially WYW customers use more ten- ant builds and testing pe- riods.
- Company size Complexity of their data How many products they deploy
What is the ditterence between Workday Launch and WYW?
What are the factors that impact the number of tenant builds?
- WDSetup Source of factory default data for Foundation Recipes and Configura- tion Catalog.
- Architect & Configure The last deployment stage for loading data types.
- Plan The first deployment stage and initialization of the Foundation tenant.
- Object Transporter A tool that migrates selected data between tenants.
- Data Migration the process of loading and modifying data through a series of tenants to build a final, production-ready tenant
- Data Loading loading data to a specific tenant and is part of the data migration process.
- Configuration Data
Data Management Test Practice 2026 Guide
Data type that defines behavior in Workday; changes based on cus- tomer requirements
- Operational Data Data type similar to setup data but is specific to the customer; com- monly 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 sam- ple 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 used to store customer sensitive data that you should not store on (sFTP) 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 success- ful?
- 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 tem- plate or workbook and load into staging review and update data
What are the steps to do an advanced load? there are 6
Data Management Test Practice 2026 Guide
- Business Process Excep- tion Audit
what report allows you to find all business process definitions with critical errors.
- Audit Locations for Mem- what report allows you to view each organization hierarchy that allows bership in Organizations 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
- Statement of Work formal document that outlines the specific tasks, deliverables, timelines, and other key details of a project
- Sales to Service Transi- tion (S2S)
document that involves two crucial meetings that set the groundwork for a successful engagement
- Deployment Document what document simplifies the data collection process for customers, validate the data for errors, and automate much of the work to make that data loadable
- Configuration Review Templates
a template to use during the configuration review checkpoints for all product areas. You should be sure to review and complete all tasks on the template
- baseload what is the first tenant built for a client
- Tenant Health Dash- board
- Foundation Services team
report that shows Info about user setup across tenants
For WD launch projects who creates the foundation tenant.
Data Management Test Practice 2026 Guide
- Implementer what user account can load and extract data within implementation tenants
- Customer Central User and Customer Central Administrator
- Customer Central User and Customer Central Administrator
- Customer Central Securi- ty Administrator
what accounts can use deployment tools
what accounts can load customer provided data
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 Se- curity 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 regard- less of organization. Examples include compensation, compliance, hires, job changes, organizational assignments, performance reviews, personal data, positions and headcount, recruiting, staflng, and time ott. Approval authority for HCM business processes.
- HR System User-Based Integrate to third-party human resource systems.
- HR Analyst
Data Management Test Practice 2026 Guide
- 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 secur- able item
- .xlsx, .csv, .csv.zip, .xml files
- Download Template Import Data from file Import data from tenant Import data from work- space Load data
- Configure iLoad pass- word Create an implementa- tion suite Generate iLoad template (empty) Populate template Load with validate only Load once validation completes successfully
advanced load allowed file types
what are the options on an advanced load
iLoad process (6 steps)
- Use Current Tenant name what should the Suflx name be on iLoad file
- Web Service Method of communication between two electronica devices over the web
Data Management Test Practice 2026 Guide
- Configuration Catalog Migrate specific data sets of factory default data from WDSetup into customer non-prod tenants
- Configuration Catalog Contains prepackaged configuration sourced from WDSetup to load into Non-Production customer tenants
- Customer Central what tenant is the Configuration Catalog in
- Factory Default Data A set of standard Workday basic setup data
- WDSetup where is Factory Default Data stored
- architect in what phase does the customer complete the configuration work- book
- Configuration Work- books
how do you Collect customer-specific configuration data
- 1 how many Foundation Recipes can you select at a time
- baseline foundation recipe
- customer Central tenant, customer central user (jdoe)
what foundation recipe must be first
what tenant and user do you need to access foundation recipies
- Implementation Suites Factory default data, loaded during foundation recipe processing.
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)
Data Management Test Practice 2026 Guide
supplier data Ensure basic finan- cial transactions function properly
- Maintain Do Not Use In- stances
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 - Sys- tem
Edit Tenant Wide settings:
- Default Values
- Time Zone Configuration
- Name/Address Display
- Edit Tenant Setup - HCM Edit Tenant Wide Settings
- Sequence IDs
- Staflng
- Job Reqs
- Benefits
- Compensation
- Edit Tenant Setup - Notifi- Edit Tenant Wide Settings cations - Default Email
- Email Compliance
- General Email Notification Settings
- Mobile Notification Settings
- Notif. Delivery Settings
- SMTP Simple Mail Transfer Protocol
- Email Compliance Set address and company name to display in footer of WD email notifs
- General Email Notifica- tion Settings
- Mobile application notif. settings
Disable or redirect email notifications
Enable Apple push notifs or Google cloud messaging
- Notif. Delivery Settings Send notifications in the location specified by user's locale
- ID Definitions Specify format of identifiers that WD generates
- You can create ID Defini- tions for:
-Pre-Hires
- Employees
- Dependents -Job Profiles
- Sequence Generators ID Definition to identify people, positions, or incidents using a unique number for a specified time period
- Sequence Generator Padding Report
Monitors sequence generators for potential overflow issues
- ID Definition for Job Code Uniquely identify Job Profiles and act as the integration reference IDs
- Job Worker Group
- Home Cards Inbox Items Announcements Applications
- Inbox Items Announcements Applications
- Business Process Translation Candidate Profile Job Profile Talent Pool Tenant Setup Worker Profile
- Reports and custom tasks displayed on the profile group
- Profile groups that dis- play on each profile - Display order of profile groups
A profile is a composite view of a:
The Home Landing Page (primary landing page for users) features:
The Workbench Landing Page caters to technical users and features:
Examples of Workday Delivered Profiles are:
(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 busi- ness 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 ditterent 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.
- Cost Center Use this org type to hold financial transactions, including budgets as well as workers. Often, they are departments within a legacy system. As a general guideline, these should have: A manager A financial impact A budget
