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Curated HCM Data Loading Services Cert Exam > 100 Questions > Flashcards

100 Questions Flashcards

1
Q

What is the difference between Data Migration and Data Loading in a Workday implementation?

A

Data Migration is the overall process of moving data from legacy systems into Workday across multiple phases and tenants, whereas Data Loading refers specifically to the act of importing data into a single Workday tenant using tools.

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2
Q

Which types of data does Workday deliver by default, and what types must be provided by the customer?

A

Workday delivers preconfigured reference data (e.g., standard country codes, currencies) by default, while customer-specific data (e.g., organizations, workers, job profiles) must be provided and loaded by the implementation team.

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3
Q

What is the Workday Shared Setup Tenant and why would you use it?

A

The Workday Shared Setup Tenant is a special environment containing foundational default data (currencies, countries, etc.) used as a source to extract baseline configuration data into the customer’s foundation tenant.

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4
Q

What are Foundation Recipes in the context of Workday data loading?

A

Foundation Recipes are predefined bundles of foundational configuration data extracted from the Workday Shared Setup Tenant and loaded into the customer’s foundation tenant to quickly populate standard data.

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5
Q

What is a configuration package as used in Workday data loading?

A

A configuration package is a container of configuration objects (e.g., default settings like country codes, currencies) that is used to migrate a set of configuration data from one tenant to another.

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6
Q

In Workday, what is a tenant?

A

A tenant is a unique instance of the Workday system – essentially a separate environment with its own data and configurations.

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7
Q

What is the Foundation (or Implementation) Tenant in Workday?

A

The Foundation Tenant (also called the Empty Tenant or Base Load Tenant) is the initial Workday environment where customer-specific configuration and data are loaded during an implementation.

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8
Q

What are two other names commonly used for the Foundation Tenant?

A

It is often called the Empty Tenant or the Initial Load Tenant.

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9
Q

What is the purpose of the Foundation Tenant during a Workday deployment?

A

Its purpose is to serve as the initial build and data load environment where the system is configured and foundational data is loaded before migrating to test or production environments.

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10
Q

What is Customer Central in the Workday implementation landscape?

A

Customer Central is a special tenant used by implementation consultants; it serves as a hub for accessing advanced data loading tools like Advanced Load and configuration migration utilities.

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11
Q

Can customer users access Customer Central or its tools?

A

No, Customer Central is restricted to authorized Workday implementers and is not available to standard customer users.

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12
Q

Name one data loading tool that is only available in Customer Central.

A

Advanced Load is available only through Customer Central.

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13
Q

Where is the Advanced Load tool located?

A

It is located in Customer Central, not within a regular customer tenant.

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14
Q

Who has access to use the Advanced Load tool?

A

Only Workday implementers (consultants) have access to Advanced Load.

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15
Q

What does the Advanced Load tool do?

A

Advanced Load is a bulk data loading tool that imports data files into a staging area for validation before loading the data into the target tenant.

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16
Q

How is Advanced Load different from a basic data import?

A

It offers a staging area for data review and transformation, better error handling, and supports loading complex data sets, making it more robust than simple EIB imports.

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17
Q

What is the “staging area” in Advanced Load?

A

The staging area is a temporary workspace where imported data is held for validation and review before being committed to the target tenant.

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18
Q

Why is the staging area important?

A

It allows implementers to catch and correct data errors before final load, ensuring data integrity and reducing load failures.

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19
Q

What is the recommended sequence in the Advanced Load process?

A

The sequence is: 1) Download Template, 2) Import Data into staging, 3) Validate the data, and 4) Load the data into the target tenant.

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20
Q

What is effective dating in Workday data loading?

A

Effective dating assigns a start date to records (often set far in the past, such as 1/1/1900) so that they remain valid until updated, preventing conflicts with later updates.

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21
Q

Why is effective dating used?

A

It ensures that loaded records are continuously active and can be updated over time without causing historical data conflicts.

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22
Q

What is the purpose of using an SFTP server in data loading?

A

An SFTP server is used to securely store and transfer data files (Excel/CSV) that will be imported using tools like Advanced Load, ensuring encryption and controlled access.

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23
Q

What key information is needed to configure the SFTP connection for Advanced Load?

A

You need the SFTP server URL (with protocol and port), the directory (folder) path where files are stored, and the SFTP account credentials (username and password or key).

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24
Q

Why must the SFTP directory be specified correctly?

A

Specifying the correct directory ensures that Workday looks in the right folder for your data files; if left blank or incorrect, it may cause “file not found” errors.

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25
How should the SFTP URL be formatted?
The SFTP URL should include the protocol (sftp://), the host address, and the port number (e.g., sftp://host.company.com:30222).
26
What security best practice is emphasized regarding credentials in Workday data loading?
Do not save usernames and passwords in browser settings to avoid unauthorized access and potential security breaches.
27
What is the role of the Integration System User (ISU) in Workday data loading?
An ISU is a dedicated account with specific permissions used solely for running integrations (like EIB or Advanced Load) to enhance security and minimize risk.
28
What are iLoads in Workday?
iLoads are legacy data loading tools that use Excel-based, often macro-enabled templates to bulk load data into Workday, historically used for areas like payroll.
29
How do iLoads differ from Advanced Load?
iLoads are less interactive, lack a staging/validation UI, and are primarily Excel-based, whereas Advanced Load provides a modern, in-app interface with a staging area and better error handling.
30
For which type of data are iLoads typically used?
iLoads are typically used for Workday Payroll data and other niche areas where newer tools might not support the required data format.
31
What is the Enterprise Interface Builder (EIB)?
EIB is Workday’s built-in tool for creating simple integrations to import or export data via spreadsheets or CSV files, making it accessible to customers for routine bulk data loads.
32
Who can create and run EIB integrations?
Both Workday implementers and customer administrators (with proper security roles) can create and run EIBs.
33
In which tenant are EIBs built and run?
EIBs are built and run within the customer’s own tenant, such as an implementation, test, or production tenant.
34
What are the basic steps to load data using an inbound EIB?
The steps include creating the EIB integration, generating or obtaining the data template, populating the file with data, attaching it, running the integration, and reviewing the output log for errors.
35
What advantage does Advanced Load offer over a simple EIB import?
Advanced Load offers a staging area for validation, transformation capabilities, and is designed for large-scale initial data loads, whereas EIBs are more suited for ongoing, smaller bulk updates.
36
What is a configuration workbook in Workday?
A configuration workbook is an Excel template that captures required configuration data (like organizational structures and job profiles) in a format that Workday can import.
37
Why is data cleansing important before loading data into Workday?
Data cleansing removes duplicates, ensures correct formatting, and verifies reference values, reducing load errors and ensuring data integrity.
38
What is meant by “data mapping” in the transformation process?
Data mapping links fields from the source data (in spreadsheets) to corresponding Workday fields, ensuring the data is correctly interpreted during the load.
39
How does Workday validate data during a load?
Workday performs a dry-run in the staging area, checking for errors like missing references, invalid formats, or mismatched effective dates before committing data to the tenant.
40
What should be done if errors are found during validation in Advanced Load?
Errors must be corrected in the source file or configuration, and the load re-run until the validation passes without issues.
41
What does “iterative data loading” mean?
It means performing the data load process in multiple cycles – extracting, transforming, loading, validating, and correcting – to gradually improve data quality and configuration accuracy.
42
Why is an iterative approach beneficial in Workday implementations?
It allows teams to catch and fix errors early, refine configurations, and progressively build a stable, high-quality system before go-live.
43
What is the purpose of the Tenant Comparison Report?
The Tenant Comparison Report allows you to compare data and configurations between two tenants, helping ensure that only the correct, validated data is migrated forward.
44
How does the Tenant Comparison Report help in quality control?
It highlights discrepancies between tenants, so you can identify missing or extraneous data before promoting configurations to production.
45
What is the Object Transporter tool used for?
The Object Transporter is used to move configuration objects (such as business process setups and security configurations) from one tenant to another.
46
How does the Object Transporter differ from Migration Recipes?
Migration Recipes define which configuration objects should be moved, while the Object Transporter is the tool that actually moves those objects between tenants.
47
What are Migration Recipes?
Migration Recipes are predefined groupings or lists that specify which configuration objects should be migrated from one tenant to another during the promotion process.
48
What is the purpose of using a Migration Recipe?
They help ensure that only the “good” configuration data is promoted to subsequent tenants, filtering out any test or erroneous data.
49
Why is it important to “leave bad data behind” when migrating to a new tenant?
To ensure that the new tenant only contains validated, correct data, maintaining system integrity and avoiding downstream issues.
50
What does “Do Not Use (DNU)” indicate in Workday data management?
It indicates that a particular data object (like a job code or organizational entry) is obsolete or should no longer be used, and it should not be migrated or referenced in future transactions.
51
How is “Do Not Use (DNU)” typically applied?
It is often appended to the name of an object to signal that it is deprecated, allowing it to remain in the system for historical reference but preventing its future use.
52
What is the role of the Integration System User (ISU) in data integration?
An ISU is a dedicated account created for integration tasks with limited permissions, used to run data loads and integrations securely without using personal credentials.
53
Why is it important to not save passwords in your browser when accessing Workday tenants?
Saving passwords can lead to session conflicts and security breaches, particularly when switching between multiple tenant environments.
54
What is the “default file password” in Advanced Load used for?
It protects the data file stored on the SFTP and allows Advanced Load to automatically open the file during the load process without manual intervention.
55
What happens if the file password is entered incorrectly in Advanced Load?
The Advanced Load tool will be unable to open the file, causing the load process to fail, and requiring the correct password to be re-entered.
56
What could cause a “file not found” error in Advanced Load?
Causes include incorrect file name, wrong directory path, misconfigured SFTP settings (host or port), or invalid SFTP credentials.
57
What is a pre-load dataset?
A pre-load dataset is a small subset of data used to test the data load process, allowing identification of errors in mapping or formatting before the full load.
58
What is the benefit of performing a pre-load test?
It helps detect data formatting or mapping issues early, reducing risk and saving time by allowing corrections before executing the full-scale data load.
59
What does “manual configuration with 10 fingers” refer to?
It refers to the process of configuring settings directly within the Workday UI using manual input, as opposed to using automated data loading tools.
60
Why must some configuration tasks be performed manually in Workday?
Because not all settings (e.g., business process configurations, security role assignments) have load templates and require direct entry through the UI.
61
What should you do if incorrect data is loaded into the foundation tenant?
Identify errors via validation reports, correct the source data or configuration, re-run the load, or mark the incorrect data as inactive or “Do Not Use.”
62
What is the purpose of using sample data during the initial load?
Sample data allows testing of the load process, verification of mappings, and demonstration of system functionality without risking actual customer data.
63
How does iterative data loading improve implementation quality?
It allows for multiple cycles of load, validation, and correction, gradually refining data quality and ensuring all dependencies are met before go-live.
64
What is the role of the Production Tenant in Workday?
The Production Tenant is the live environment where the customer conducts business after go-live, populated with validated configuration and operational data.
65
How is the Production Tenant typically prepared?
It is prepared by migrating final, validated configuration and data (often from a Gold Tenant or via a controlled migration process) and then loading any final delta data before go-live.
66
What is a Sandbox or Preview Tenant used for?
A Sandbox or Preview Tenant is used for testing changes and previewing upcoming Workday releases without impacting the live Production environment.
67
How do multiple tenants contribute to a successful Workday deployment?
They allow for isolated environments where configuration, testing, and validation can occur independently, reducing risk and ensuring high-quality data and setup before go-live.
68
What is the purpose of a Tenant Comparison Report?
It compares data and configuration between two tenants, identifying discrepancies so that only validated data is promoted from one environment to the next.
69
How does the Tenant Comparison Report assist in quality control?
It highlights missing or extra data between environments, ensuring consistency and completeness before advancing to production.
70
What is the Object Transporter used for?
The Object Transporter moves selected configuration objects from one tenant to another, ensuring that only approved, validated configurations are promoted.
71
How do Migration Recipes differ from Object Transporter?
Migration Recipes define which configuration items should be migrated, whereas the Object Transporter is the tool that physically transfers those objects between tenants.
72
What is a key advantage of using EIB for data loads?
EIBs are user-friendly, allowing customers to perform routine bulk data imports or exports without requiring deep technical knowledge, and they can be scheduled for ongoing updates.
73
What are the basic steps to set up an inbound EIB?
Create the EIB integration, generate or obtain the data template, populate the file, attach it, run the integration, and review the output log for errors.
74
What is Object Transporter?
Object Transporter is the tool that physically transfers those objects between tenants.
75
Who typically uses EIB post go-live?
Customer administrators or HRIS teams use EIBs for routine, ongoing bulk updates in their live tenant.
76
How do table-based definitions assist in data mapping for Skills Cloud?
They provide a structured reference for standardized skill names, categories, and proficiency levels, ensuring consistency during data transformation.
77
What is the purpose of the Skill Taxonomy in Skills Cloud?
It standardizes skill definitions across the organization, enabling consistent tracking, assessment, and reporting of employee competencies.
78
What are global Skills Cloud Skills?
They are standardized skills maintained by Workday using machine learning and external data, available universally across all tenants.
79
What are Maintained Skills in Skills Cloud?
Maintained Skills are organization-specific skills that administrators create and update to capture unique competencies not covered in the global library.
80
What are Crowdsourced Skills in Skills Cloud?
They are employee-suggested skills that remain unrecognized until reviewed and potentially promoted to Maintained Skills by administrators.
81
How do global Skills Cloud Skills, Maintained Skills, and Crowdsourced Skills relate?
Global Skills Cloud Skills form the standardized baseline; Maintained Skills add organization-specific nuances; Crowdsourced Skills capture emerging or informal competencies that may later be standardized.
82
Why is a standardized Skill Taxonomy important?
It ensures consistent definitions and categories for skills across the organization, enabling accurate assessments, reporting, and effective talent management.
83
How are skills continuously updated in Skills Cloud?
Through a combination of machine learning analyzing internal and external data trends, along with periodic reviews by administrators to incorporate emerging skills.
84
How does Skills Cloud support personalized employee development?
It identifies skill gaps and provides recommendations for targeted training, aligning individual competencies with career progression and organizational needs.
85
What is one benefit of integrating Skills Cloud with performance management?
It enables objective performance evaluations by correlating standardized skill assessments with employee performance data.
86
How does Skills Cloud enhance recruitment processes?
By standardizing skill definitions, it improves matching between candidate profiles and job requirements, streamlining the screening process.
87
How does the iterative load process apply to Skills Cloud?
It involves extracting, transforming, loading, and validating skill data in cycles to continuously refine and update the Skills Cloud for accuracy.
88
What is a pre-load test in the context of Skills Cloud?
A pre-load test is a small-scale load to verify data mappings and quality before performing a full-scale data import into the Skills Cloud.
89
What is one challenge when mapping internal skills to the global Skill Taxonomy?
Internal terminology may differ from standardized definitions, requiring careful transformation and reconciliation to ensure consistency.
90
How can crowdsourced skills evolve into maintained skills?
Administrators review crowdsourced skills and, if deemed relevant and widely adopted, merge them with existing global skills or promote them to Maintained Skills.
91
How does a dynamic Skills Cloud contribute to workforce planning?
It provides real-time insights into employee competencies, identifies skill gaps, and supports strategic initiatives like upskilling and targeted hiring.
92
What is one key measure of Skills Cloud effectiveness?
Improved alignment between employee skills and job requirements, leading to more efficient recruitment, better performance management, and effective talent development.

Curated HCM Data Loading Services Cert Exam (1 decks)

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