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WORKDAY DATA LOADING FOR IMPLEMENTERS TEST
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Tenant - ANSWER Configurable Unique instance of Workday system that Segregates data with passwords and has a Unique URL Production Tenant Types - ANSWER Production Sandbox Sandbox Preview Production Tenant - ANSWER managing and storing live data Sandbox tenant - ANSWER development and testing new features Sandbox preview - ANSWER helps customers familiarize themselves with current and new live features to come WDSETUP Tenant - ANSWER Foundry tenant with data to jumpstart build Source of Factory Default data for Foundation Recipes and Configuration Catalog My Available Tenants - ANSWER Customer Baseload (Foundation/Load tenant) Unified Customer Tenant - ANSWER Sample data, continued learning, and sample scenarios EACH professional services organization has one Baseload tenant - ANSWER Used to load customer data, little to no data to begin with Unified (gms) tenant - ANSWER Provides access to new implementation tooling
Creates foundation for current and future capabilities Implementation Tenant - ANSWER Testing, prototyping, and training Customer Central - ANSWER Implementation tenant that serves as a central hub to access data migration tools Security Group for Tenant - ANSWER Implementers (Must have to load data) User Roles - ANSWER Customer Central Administrator Customer Central User Customer Central Security Administrator Customer Central Administrator - ANSWER Manages user and tenant admins Can set up other Customer Central accounts Customer Central User - ANSWER Like an implementer or consultant Full use of customer central implementation tools Customer Central Security Administrator - ANSWER Needed for things like passwords and login reports Tenant Health Dashboard - ANSWER View deployment tool status Info about user setup Multi-factor configuration status Workday UI Homecards - ANSWER Context and Guidance as to what a user may need to do Managed by WORKSPACE Workday Assistant - ANSWER Digital Chatbot that uses NLP Understands queries View worker tasks, request PTO, locate pay slips, etc. Deployment tools for Moving Data - ANSWER Foundation Recipe Migration Recipe Object Transporter Configuration Catalog
Architect and Configure stage - ANSWER Collaborate on requirements and deploy Workday design using prototypes Last step for loading data types Test stage - ANSWER Validate decisions and readiness Deploy - ANSWER Gold-> Production Stabilize and transition to customer operations Deployment Approaches - ANSWER Workday Your Way Workday Launch Data Types - ANSWER Setup Configuration Operation Transaction Setup (Data Type) - ANSWER Forms structure Generic & consistent for all customers Configuration (Data Type) - ANSWER Defines behavior in workday Changes based on customer requirements Operational (Data Type) - ANSWER Like setup but specific to the customer Common in transactional data Transaction (Data Type) - ANSWER Represents past event Factory Default Data - ANSWER Set of standard Workday basic setup data Customer-defined data - ANSWER Customer-specific data Review documents to determine scope and identify gaps + how data was gathered Data Dependencies - ANSWER Relationship between objects affects loading order
Effective Dates - ANSWER Defaults to current date 01/01/1900 is the "beginning" and creates 0 conflicts Deployment - Security Risk (reasons) - ANSWER Data is being manipulated Clients may be new to Workday Pressure to be done Information Classification (least to most restrictive) - ANSWER Public - > Internal - > Confidential - > Restricted - > Customer Virtual Clean Room - ANSWER Virtual desktop connected to Workday data center via sFTP Where to get client data Auto data wiping, Limits URLs, and No emailing/printing sFTP Server Configuration - ANSWER Secure File Transfer Protocol Store customer data and file management Advanced Load - ANSWER loading data to configuration foundation tenant to meet client needs Fix Errors, Augment Setup, Important Legacy data Advanced Load Actions (in order) - ANSWER Create Import Data from File (-> Tenant - > Workspace) Load data to foundation Load Process supported files - ANSWER XLSX Zipped CSV Workday and iLoad XML sFTP for Advanced Load - ANSWER Provides a secure transport from sFTP server into Customer Central tenant