Data Loading for Implementers in-depth Flashcards
What is the purpose of the GMS tenant?
It’s a demonstration tenant with sample data for research, learning, and testing (Global Modern Services). Never load customer data into GMS.
What is the agpbaseload tenant also known as?
The Implementation tenant, where customer data is loaded (also referred to as the empty or foundation tenant).
What is the Customer Central tenant?
An auto-provisioned tenant providing access to deployment tools, overseeing all non-production tenants.
What steps are involved in signing into a tenant (GMS, agpbaseload, Customer Central)?
1) Select the tenant link, 2) Sign in using the implementer account (jdoe-impl), 3) Bookmark the page.
What additional steps are required when signing into the Customer Central tenant as a Customer Central Administrator (cca) or Customer Central Security Administrator (ccs)?
Repeat the sign-in process for the cca and ccs accounts.
What is the recommendation regarding saving passwords in the browser when working with Workday tenants?
Do not save passwords to the browser. Saved passwords could cause errors when loading.
What is the ‘Edit Tenant Setup - System’ task used for?
To enter a custom message that appears on the sign-on page (e.g., your name).
What steps are involved in labeling the agpbaseload tenant in Customer Central?
1) Sign in as cca, 2) Go to Central Administration, 3) Maintain Customer Tenants, 4) Verify agpbaseload displays, 5) Enter ‘Foundation Tenant’ in Central Description, 6) Verify Tenant Load Status is ‘Available’.
What is the purpose of the ‘Tenant Dashboard’ in Customer Central?
To verify the agpbaseload tenant displays with a status of ‘available’ for Customer Central users.
What are some key capabilities of Customer Central?
Manage centralized user access, migrate data between tenants, orchestrate data migration, load data from legacy systems, compare data instances.
What is an ‘implementer account’ required for?
To load and extract data in an Implementation tenant (agpbaseload).
Who is responsible for establishing user accounts in Customer Central and Implementation tenants?
The engagement manager or project manager assigned to the customer.
What are the capabilities of Customer Central Security Administrators?
Configure security policies, unlock user accounts, monitor sign-in activity, convert customer accounts to implementer accounts (and vice versa), manage opt-in features.
What are the capabilities of Customer Central Administrators?
Same as Customer Central users, plus manage user and tenant administration, set up and maintain accounts, authorize tenants under Customer Central, monitor user activities.
What are the capabilities of Customer Central Users (Implementers)?
Use deployment tools, seed the foundation tenant, load customer data, perform data conversion activities, use Configuration Catalog.
What is the ‘All Workday Accounts’ report used for?
To display a list of all accounts in Customer Central (accessed by the security administrator).
What is the ‘Convert Customer Central User Account’ task used for?
To convert a customer account to an implementer account (or vice versa) if it was set up incorrectly.
What is the ‘Configure Implementation Default Password’ task used for?
To establish and maintain a default password for Advanced Load files.
What is the purpose of the Workday Home page?
To create a curated experience for workers, provide access to common tasks, and provide timely information.
What is the ‘Awaiting Your Action’ section on the Home page?
Displays up to four recent Inbox items, journey details, or cards (can be expanded with ‘View More’).
What is the ‘Recommended For You’ section on the Home page?
Displays ‘Explore Org Chart’ and ‘View Your Profile’ by default, can be personalized with other cards.
What is the ‘Timely Suggestions’ section on the Home page?
Displays up to three cards (or an empty section if none are added) with suggestions like updating contact info, required learning, or upcoming time off.
What is ‘Workday Assistant’?
A digital chatbot that helps workers retrieve information and complete tasks using natural language processing.
What are ‘Workday-delivered cards’?
Over 65 available home cards that provide context and guidance on what a user may need to do.
What is the ‘Home Cards Workspace’ used for?
To configure which cards display for users, add cards, create external cards, and publish/unpublish cards.
What is the ‘Maintain Functional Areas’ task used for in Activity 1.5?
To enable the ‘People Experience’ functional area, which is required for Home Cards configurations.
What task is used to activate pending security policy changes?
‘Activate Pending Security Policy Changes’.
What are the default display schedules for the ‘Add/Update Goal’ card (Time Before Event and Time After Event)?
Time Before Event: 6 weeks before, Time After Event: 2 weeks after.
What is ‘WDSetup’?
Source of factory default data for foundation recipes and Configuration Catalog.
What is ‘Advanced Load’?
A tool to export, manipulate, and load data using various file formats (XLSX, CSV, XML).
What is ‘Configuration Catalog’?
A tool to migrate specific data sets of factory default data from WDSetup into customer non-Production tenants.
What is ‘iLoad’?
A legacy implementation tool that manages data migration and data loading using spreadsheets.
What is ‘EIB’?
Enterprise Interface Builder; an integration tool to build simple inbound and outbound integrations.
What are ‘Foundation Recipes’?
A fixed scope of setup and configuration tasks used to build the foundation tenant, sourced from Workday-owned foundry tenants.
What is ‘Object Transporter’?
Migrates setup and configuration data from one customer tenant to another.
What is ‘Customer Central’ in the context of deployment tools?
An Implementation tenant that serves as a central hub to secure access to data migration tools.
What is the ‘Foundation Tenant Build’ task used for in Customer Central?
To use foundation recipes to orchestrate the build process and pull in relevant factory default data.
In what order are foundation recipes recommended to be run?
1) Baseline Foundation Recipes, 2) Industry Recipe, 3) FIN Country Recipe, 4) HCM Country Recipe, 5) Collective Agreements Recipes.
What are the three primary activities of building the Foundation tenant?
1) Seeding with factory default data, 2) Loading customer-provided data, 3) Running data validation.
What is the purpose of the ‘Implementation Suites’ report?
To view implementation areas and tasks with API versions in the agpbaseload tenant.
What is the difference between ‘data migration’ and ‘data loading’?
Data migration is the overall process of building a production-ready tenant, while data loading refers to loading data to a specific tenant within that process.
Name the four main types of data.
Setup Data, Configuration Data, Operational Data, and Transaction Data.
What icons are available in the eBook for navigation and features?
Back to Library or Open/Close Margin, Table of Contents, Search across book, Reader Preferences, Workbook, Bookmark, More Options.
What is the task used to manage tenant-wide settings for languages, personal data for workers, frequently used values, and other settings?
“Edit Tenant Setup - Global”.
What is the task used to manage tenant-wide settings for email, mobile application, and notification delivery?
“Edit Tenant Setup - Notifications”.
What is the task used to manage tenant-wide settings for information, default values, time zone configuration, and other system settings?
“Edit Tenant Setup - System”.
What is the task used to manage tenant-wide settings for IDs, staffing, job requisitions, benefits, compensation, and other HCM-related areas?
“Edit Tenant Setup - HCM”.
What is the sequence of steps to configure an ID definition for a job code using the sequence generator?
1) Sign in to the unified tenant as (jdoe-impl), 2) Search for and select “Edit Tenant Setup - HCM”, 3) Expand the IDs section, 4) Locate the “ID Definition for Job Code” item and select the prompt, 5) Select “Create ID Definition / Sequence Generator”, 6) Enter the Sequence Name, Increment ID By, Padding, and Sequence ID Format, 7) Select OK, 8) Verify the ID definition saved, 9) Select OK, then Done.
What do ID definitions specify?
The format of identifiers (IDs) that Workday generates for various business objects.
What are sequence generators?
A type of ID definition that identifies people, positions, or incidents by using a unique number for a specified time period.
What is the purpose of the ‘Sequence Generator Padding’ report?
To monitor sequence generators for potential overflow issues.
What is the task used to reorder, add, or remove cards from the Summary tab of a worker’s profile?
“Configure Profile Summary”.
What is the task used to configure the worker profile sections, the worker profile group, and the worker profile header?
“Configure Profile”.
What is the sequence of steps to configure worker profile sections?
1) Sign in to the unified tenant using the implementer account (jdoe-impl), 2) Search for and select the “Configure Profile” task, 3) Choose “Worker Profile” from the prompt list, 4) Select OK, 5) Clear the “Display in Profile” checkboxes to remove all sections except “Overview Worker Profile”, 6) Select OK, and then Done.
What is the sequence of steps to configure the Worker Profile Group?
1) Search for and select the “Configure Profile Group” task, 2) In the profile group prompt, enter “overview” and then select the “Overview for Worker Profile” option, 3) Select OK, 4) Remove all existing report rows, then add five rows using the add row icon, 5) Add the following five allowed reports: A. Job Details, B. Contact, C. Organizations, D. Worker History, E. Skills, 6) Select OK.
What is the sequence of steps to configure the Worker Profile Header?
1) Search for and select the “Configure Profile Header Card” task, 2) In the Profile prompt, select “Worker Profile”, 3) Select OK, 4) Remove the “Works from Home” application and add the following applications after Manager: A. Supervisory Organization, B. Employee ID, 5) Select OK, and then Done.
What is the sequence of steps to view the configured Worker Profile?
1) Search for “Logan McNeil” and open her worker profile, 2) Review the worker profile details you just configured in the previous steps.
What is the primary organizational structure for Workday HCM?
The supervisory organization.
What are some uses of organizations in Workday?
Aggregate data for reports, assign workers to their support teams, and run business processes.
What is the difference between user-based and role-based security groups?
User-based security is based on administrative responsibility and assigned to a specific user, while role-based security is based on responsibility within an organization and assigned to positions or jobs.
Why are service dates important in Workday?
They determine eligibility for benefits, influence compensation, are vital for legal compliance, and trigger various workflows and processes.
What is the sequence of steps to explore the Supervisory Organizations Advanced Load Template?
1) From the additional files you downloaded for this course, open the Excel file titled “Supervisory Organizations - Advanced Load Template”, 2) Notice there is a single grid (sheet) for this template, 3) Review the data included in the template and the relevant information for each column.
What is the sequence of steps for the First Load in the Supervisory Organizations Advanced Load Template?
After you import the file, select the “Load Data” button. Select a phase for loading: “Supervisory Organizations without Dependencies”. Load the data.
What is the sequence of steps for the Second Load in the Supervisory Organizations Advanced Load Template?
You do not need to re-import the file. The file remains on the advanced load. Select the “Load Data” button. Select a different phase for loading: “Supervisory Organizations”. Load the data.
What is Skills Cloud?
A machine-learning-powered remote collection of skills for workers and candidates to select from.
What is the first step to enable Skills Cloud?
To select the options for “Enable Innovation Services Feature” and “Machine Learning Data Contributions” on the “Innovation Services Opt-In” task.
What are the two options to select in the HCM category on the “Innovation Services Opt-In” task?
“HCM Machine Learning GA Features” and “Workday Graph”.
What is the sequence of steps to enable Skills Data and User Feature Delivery Data?
On the “Maintain Innovation Services Data Selection Opt-In” task, select Next. Select the checkboxes to opt in to “Skills Data” and “User Feature Delivery Data”, and at least one additional category in either of these services in the HCM category.
What is required to enable tenanted skills in matching?
To opt in to these categories in the HCM: “HCM Machine Learning GA Features” category: “Talent Profile Data”, “Job Requisition Data” or “Worker Profile Data”.
What happens when you opt out of data contribution for Skills Cloud?
Workday purges your data within 30 days.
