Workday Data Loading and Data
Management – Complete Study Guide
& Flashcards (2025)
Production Tenant
Manage and store live customer data
Sandbox
Environment for developing and testing new features before deploying to production
Sandbox Preview
Shows upcoming functionality for customer preview.
Implementation Tenant
Used for testing, prototyping, and training.
Customer Central
Implementation Tenant that serves as a central hub to secure access to data migration tools
, WDSetup
Source of Factory Default Data for configurations.
Implementer Account
Required for data loading and extraction.
Workday UI Customization
Tailors user experience to specific needs.
Home Cards
Provide context and guidance for user tasks.
Workspace
Tool for managing home cards.
Assistant
Digital chatbot for task assistance.
Security Group
Defines roles for implementers in tenant.
Administrator Role
Manages user tenants and sets up accounts.
User Role
Full access to implementation tools.
Security Administrator Role
Configures policies and manages account access + IDs
Tenant Health Dashboard
Displays deployment tool, user setup, and multi-factor status.
Deployment Stages
Plan: establish project management based on scope, first deployment stage and initialization of
Foundation tenant
Architect/Configure: collaborate on requirements & deploy Workday design using prototypes, last
deployment stages for loading data types
Test: Validate design and readiness
Deploy: Stabilize and transition to customer operations
Management – Complete Study Guide
& Flashcards (2025)
Production Tenant
Manage and store live customer data
Sandbox
Environment for developing and testing new features before deploying to production
Sandbox Preview
Shows upcoming functionality for customer preview.
Implementation Tenant
Used for testing, prototyping, and training.
Customer Central
Implementation Tenant that serves as a central hub to secure access to data migration tools
, WDSetup
Source of Factory Default Data for configurations.
Implementer Account
Required for data loading and extraction.
Workday UI Customization
Tailors user experience to specific needs.
Home Cards
Provide context and guidance for user tasks.
Workspace
Tool for managing home cards.
Assistant
Digital chatbot for task assistance.
Security Group
Defines roles for implementers in tenant.
Administrator Role
Manages user tenants and sets up accounts.
User Role
Full access to implementation tools.
Security Administrator Role
Configures policies and manages account access + IDs
Tenant Health Dashboard
Displays deployment tool, user setup, and multi-factor status.
Deployment Stages
Plan: establish project management based on scope, first deployment stage and initialization of
Foundation tenant
Architect/Configure: collaborate on requirements & deploy Workday design using prototypes, last
deployment stages for loading data types
Test: Validate design and readiness
Deploy: Stabilize and transition to customer operations
