Workday Data Loading for Implementers Exam
Set 2026 Practice Guide
1. What are some Run audit reports, such as Organization Type Exception Audit, Organization Ex-
common valida- ception Audit, Audit Locations for Membership in Organizations, Business Process
tion tasks? Exception Audit, etc.
Ensure organization configurations align with customer requirements.
Ensure security assignments align with customer requirements.
Disable all emails for all environments.
Inactivate any non-default business processes you may have created.
Ensure employees have the correct data provided by the customer.
Ensure you have the correct number of active employees.
Ensure customer and supplier data loaded accurately.
Ensure basic financial transactions function properly, such as accounting journals,
customer and supplier invoices, customer and supplier payments, etc.
o se the Tenant Analyzer to view a preconfigured profile of reports for reviewing
your configurations.
Use the Delivery Assurance Review Tool (DART) to review product-specific config-
urations and identify potential issues.
2. Foundation Ten- The tenant you build during the PLANNING STAGE of an implementation (aka
ant Baseload Tenant)
3. Object Relation- (aka Object Dependencies) · you must do things in a certain order during a tenant
ships build.
**Important for role-based security
Example - Orgs, job profiles and oflce locations must be created before a posi-
tion
Also, a worker must be added to a position before you can add personal data,
contact info, photos, names, etc.
4. Production Ten- The tenants customer uses after they go live
ant
5. Sandbox Copy of prod tenant
,6. WDSetup Tenant (aka Foundary tenant) A WD owned tenant that allows you to source data into the
tenant you're building.
maintained by WD's Field Readiness team
read-only access for consultants - access through community
contains data to jumpstart data build
e.g. there are roles that are commonly used by customers you can use
7. Demonstration A preconfigured tenant with specific info for specific types of customers
Tenant
8. Implementation -Baseload Tenant (ours is agpbaseload)
Tenant Types -Unified Tenant (ours is GMS)
-Customer Central
9. Baseload Tenant (aka Foundation or Load tenant) An empty tenant which is the target tenant for
the Foundation Recipe. This is where you will load customer data.
10. Unified Tenant A demo tenant containing sample prepopulated data for demo purposes and
sample scenarios. NEVER load customer data into the unified tenant.
Each professional service org has a communal GMS tenant
11. Customer Cen- An auto-provisioned tenant that is the hub for implementation tools.
tral Tenant
It sits over or is connected to other non-prod tenants, and it provides imple-
menters access to new implementation tooling through data loading and data
migration.
This tenant goes away once a customer goes live. They will request a new one if
they need to do a future deployment.
Creates a foundation for current and future customers and deployment-facing
capabilities.
,12. Customer Cen- Equivalent to the Implementer in the baseload/Foundation tenant.
tral User
13. Customer Cen- Would be the Engagement or Project Manager.
tral Security Ad- Access: Customer Central Tenant ONLY
mininstrator
14. Customer Cen- Would be the Engagement or Project Manager.
tral Administra- Access: Customer Central Tenant ONLY
tor
15. Implementation A password required to do Advanced Loads.
Default Sits in: CCT
Password Set up by: CCA or CCU
16. Tenant Unique instance of the WD system
Database secures data through password-controlled access
17. Types of Imple- Production
mentation Ten- Sandbox
ants Sandbox Preview
18. Production Ten- The environment where you manage and store live, active, customer data. The
ant customer uses this after go-live.
19. Sandbox Tenant Copy of Prod Tenant.
Facilitates development and testing of new features, customizations, and config-
urations.
20. Sandbox Preview Copy of Prod Tenant.
Tenant Helps customers familiarize themselves with both current and forthcoming fea-
tures.
Allows them to see how new WD releases will impact their prod tenant.
, 21. Demonstration Preconfigured Tenants with specific info for specific types of customers
Tenants
22. Demo Tenant - GMS (aka Unified) - preconfigured for HCM and Financial management cus-
Types tomers
-AMU (Alma Matter University) - preconfigured for WD Student - education
customers
-GOV - preconfigured to demo to government customers
23. Customer Cen- Central Administration -
tral Tenant Capa- define purpose of each tenant
bilities create users and implementer accounts
link users to tenants based on security
Tenant Dashboard
Populate initial foundation/baseload tenant
migrate data cross customer tenants
compare data between tenants
CloudLoader (aka Advanced Load)
Most commonly used tool in implementation
Import and export customer data
Generate Excel workbooks via advanced loads
Clean up customer-provided data via the Data Editor
24. Implementer Foundation/Baseload Tenant role
You must have an implementer account (in foundation tenant) to load data.
25. Customer Cen- CC Tenant role
tral Admin
Assigned to engagement manager or project manager
Manages user and tenant admin
Can set up and maintain other CCA or CCU accounts
Can monitor activities performed by CCUs
Set 2026 Practice Guide
1. What are some Run audit reports, such as Organization Type Exception Audit, Organization Ex-
common valida- ception Audit, Audit Locations for Membership in Organizations, Business Process
tion tasks? Exception Audit, etc.
Ensure organization configurations align with customer requirements.
Ensure security assignments align with customer requirements.
Disable all emails for all environments.
Inactivate any non-default business processes you may have created.
Ensure employees have the correct data provided by the customer.
Ensure you have the correct number of active employees.
Ensure customer and supplier data loaded accurately.
Ensure basic financial transactions function properly, such as accounting journals,
customer and supplier invoices, customer and supplier payments, etc.
o se the Tenant Analyzer to view a preconfigured profile of reports for reviewing
your configurations.
Use the Delivery Assurance Review Tool (DART) to review product-specific config-
urations and identify potential issues.
2. Foundation Ten- The tenant you build during the PLANNING STAGE of an implementation (aka
ant Baseload Tenant)
3. Object Relation- (aka Object Dependencies) · you must do things in a certain order during a tenant
ships build.
**Important for role-based security
Example - Orgs, job profiles and oflce locations must be created before a posi-
tion
Also, a worker must be added to a position before you can add personal data,
contact info, photos, names, etc.
4. Production Ten- The tenants customer uses after they go live
ant
5. Sandbox Copy of prod tenant
,6. WDSetup Tenant (aka Foundary tenant) A WD owned tenant that allows you to source data into the
tenant you're building.
maintained by WD's Field Readiness team
read-only access for consultants - access through community
contains data to jumpstart data build
e.g. there are roles that are commonly used by customers you can use
7. Demonstration A preconfigured tenant with specific info for specific types of customers
Tenant
8. Implementation -Baseload Tenant (ours is agpbaseload)
Tenant Types -Unified Tenant (ours is GMS)
-Customer Central
9. Baseload Tenant (aka Foundation or Load tenant) An empty tenant which is the target tenant for
the Foundation Recipe. This is where you will load customer data.
10. Unified Tenant A demo tenant containing sample prepopulated data for demo purposes and
sample scenarios. NEVER load customer data into the unified tenant.
Each professional service org has a communal GMS tenant
11. Customer Cen- An auto-provisioned tenant that is the hub for implementation tools.
tral Tenant
It sits over or is connected to other non-prod tenants, and it provides imple-
menters access to new implementation tooling through data loading and data
migration.
This tenant goes away once a customer goes live. They will request a new one if
they need to do a future deployment.
Creates a foundation for current and future customers and deployment-facing
capabilities.
,12. Customer Cen- Equivalent to the Implementer in the baseload/Foundation tenant.
tral User
13. Customer Cen- Would be the Engagement or Project Manager.
tral Security Ad- Access: Customer Central Tenant ONLY
mininstrator
14. Customer Cen- Would be the Engagement or Project Manager.
tral Administra- Access: Customer Central Tenant ONLY
tor
15. Implementation A password required to do Advanced Loads.
Default Sits in: CCT
Password Set up by: CCA or CCU
16. Tenant Unique instance of the WD system
Database secures data through password-controlled access
17. Types of Imple- Production
mentation Ten- Sandbox
ants Sandbox Preview
18. Production Ten- The environment where you manage and store live, active, customer data. The
ant customer uses this after go-live.
19. Sandbox Tenant Copy of Prod Tenant.
Facilitates development and testing of new features, customizations, and config-
urations.
20. Sandbox Preview Copy of Prod Tenant.
Tenant Helps customers familiarize themselves with both current and forthcoming fea-
tures.
Allows them to see how new WD releases will impact their prod tenant.
, 21. Demonstration Preconfigured Tenants with specific info for specific types of customers
Tenants
22. Demo Tenant - GMS (aka Unified) - preconfigured for HCM and Financial management cus-
Types tomers
-AMU (Alma Matter University) - preconfigured for WD Student - education
customers
-GOV - preconfigured to demo to government customers
23. Customer Cen- Central Administration -
tral Tenant Capa- define purpose of each tenant
bilities create users and implementer accounts
link users to tenants based on security
Tenant Dashboard
Populate initial foundation/baseload tenant
migrate data cross customer tenants
compare data between tenants
CloudLoader (aka Advanced Load)
Most commonly used tool in implementation
Import and export customer data
Generate Excel workbooks via advanced loads
Clean up customer-provided data via the Data Editor
24. Implementer Foundation/Baseload Tenant role
You must have an implementer account (in foundation tenant) to load data.
25. Customer Cen- CC Tenant role
tral Admin
Assigned to engagement manager or project manager
Manages user and tenant admin
Can set up and maintain other CCA or CCU accounts
Can monitor activities performed by CCUs
