Wednesday, January 19, 2022

Tenant

 

Job Application Stage Order


Open the task Edit Tenant Setup - Recruiting to access Job application stage order at the end.

This sequence helps in setting up your organization's Job Application order in recruiting.

Don't forget, always Review stage comes first and the last will be Ready for Hire stage.



Search Categories

You may be wondering why my search results are pointed to a specific category ( mostly Common) once you type your words in the search bar and hit enter.

 

To change this default, you need to access the task "Edit Tenant Setup - Search".  Make sure you have enough permission to access this task.

 

Under Search Category, change it to your preferred Category. (In the second screen shot below)

Below screen shows the keyword 'hire' and the category on the left pointing to Common.

Workday Search Page - Search Categories and Results


Search Synonyms

Search Synonyms are something which you want to see in the search results based on what you predefined. 

 

Say, for Example when you type Affordable Care and search in the search bar, it results in some reports and tasks. Affordable care is often called as Obama Care, so if you want to refer the affordable care, you can simply search for Obama care as a synonym. Here 

 

        Workday Term is Affordable Care

         Synonym is Obama Care

 

Access the task "Edit Tenant Setup - Search" under Search Synonym Workday currently has a "Tenant Setup - Search" area, this allows you to create synonymous search terms and associate them with WD delivered terms. e.g. Employee = Worker, Workers etc.

Do remember this is not ad search prefixes, 

Search Category and Search Synonym Setup

 

Synonyms in different languages can be listed together. However, if many synonyms will be defined across several languages, it is recommended to define synonyms in the tenant base language and then use the Business Object Translation task to create translations in other languages.


 

Tenants

 

It is important to get familiar to the term ‘Tenant’. Here I will discuss about Tenant and its management in Workday. 

Tenant is a unique environment which holds different data set maintained by Workday. (logically separated in the database)

 

 

To my knowledge, the term Tenant was coined based on the Owner – Tenant, Example if you are renting a property from a land lord, then you are called as Tenant and the person who rent it out is the Owner. Here, Workday is allowing its customers to use the product in the cloud space, in-turn Workday charges its customer in the agreed frequency. (Annually / Quarterly).

 

In relation to other ERP's like PeopleSoft, SAP, Oracle Apps etc. You can relate Tenant to Instance (or) Environment (or) Application (or) App. 

 

Each Tenant has a unique URL.

 

We can categorize Tenants broadly into two:

 

1. Production Tenant Types

Production

Sandbox

Sandbox Preview

2. Customer Provisioned Implementation tenants:

GMS / AMU / GOV

Prototype

Design

Full Data Load

Testing

Gold

    Below I will describe each of these tenants

1. Production

Production is your organization's system of record. This is the live tenant. All day-to-day transactions are captured here. Your business users will access it usually.

 

2. Sandbox

Often called as copy of PROD. Sandboxes gets a refresh every week with the Production data as of Friday at 6:00 pm PT during Weekly Service Updates which is a scheduled one. You can log a Tenant management request to skip the refresh, you can skip refresh for a maximum of 2 consecutive weeks.

 

Ad-hoc basis refresh is not possible for Sandbox. If you plan to do so, consider Implementation Tenants.

 

Usage: Testing configuration changes, loads, replicate Production defects etc.,

 

3. Sandbox Preview 

Sandbox Preview also holds the copy of the Production data, additionally it contains new functionality that may be available in a future Feature Release.

 

Sandbox preview is refreshed every week during the Scheduled Friday Service update. One exception is - It is not refreshed 4 weeks prior to a Feature release.

 

Example: If you are currently on Version 33 in Production, then In Sandbox Preview you will get Version 34 (the next version #) prior to 45 days of Expected go-live. This duration allows you to test your objects, integrations and reports.

 

Workday doesn’t recommend you using the Sandbox Preview tenant for deployment work because –

Sandbox Preview contains new features where other non-preview parallel tenants would not have. 

Migration tool – Solutions doesn’t support object movement from Preview tenant to a Non-Preview tenant.

We will not be sure when the new features in Sandbox preview will be available in PROD. 

Notes:

What's new in Workday - Use this report to compare and see the upcoming functionality with existing versions. 

 

4. Implementation 

Implementation tenant gives more flexibility with respect to refreshes. Workday recommends using Implementation tenant if you are configuring new features which you think would take more than 3 weeks to complete the project.

 

The Implementation tenants are not refreshed with a copy of Production unlike your sandbox tenant. There are no mandatory refreshes but on ad-hoc basis.

 

Based on Subscription and Size of the company, your company will have additional implementation tenants. 

Empty Implementation tenant will be used for prototyping after initial discovery phase.

 

Used by: Developers, Implementation Consultants, Integration Consultants, Report Writing Specialists etc.,

 

5. Implementation Preview

This is another preview tenant like Sandbox preview. Workday recommends Implementation Preview tenant if you are testing future features and you do not have a Sandbox Preview tenant. The Implementation Preview tenants are subject to weekly Service Updates, but the tenants are not refreshed unless you specifically request to do so.   

 

The creation of your Implementation Preview tenant must be requested using the Workday Customer Center or the Workday Partner Center.   You must refresh the data in the Implementation tenant to transform it into an Implementation Preview tenant.

 

 Training Tenants:

    New customers are provided with either

Global Modern Services (GMS) - Used by most of the customers 

Green Oak Valley (GOV) or – Used by Universities and Colleges

Alma Mater University (AMU) – Used by Education and Government Customers

The GMS, GOV or AMU tenant gives you an opportunity to see configured features and custom reports using fictitious organizations and workers. 

These Tenants are pre-configured with demonstration data.  

 

No customer or testing data should be loaded into the GMS, GOV and AMU tenants. 

 

Gold Tenant: 

        This Tenant is used to create the Production Tenant while you go-live initial deployment. A gold tenant is created empty and is used to load customer's data. It will eventually be used to create the Production tenant for a customer's initial deployment into production. You can request the Gold Tenant 6 Weeks prior to go-live.

         The term deployment tenant refers to the Implementation tenants used to implement the Workday solution, such as for loading employees, configuring features, testing, and building integration. The term deployment tenant does not refer to a customer's Production, Sandbox, or Sandbox Preview tenants.

 

 How is the initial Production Tenant Built when your Organization goes live?

Build Gold Tenant from Scratch

System testing and validation

Move Gold Tenant to Production

Production Tenant

 

 

 

Prototype Tenant: 

         These tenants are oftenly called with names P0 (called as P-Not), P1, P2 and P3. These are used during the implementation Phase where you Build, Test and Deploy you Organization data. These are Implementation tenants too.

Tenants are created, refreshed and deleted during the Tenant Maintenance Window.

How to request Workday Tenant Refreshes?

        Through Workday Customer Center (or) Workday Partner Center

 

All tenant requests like refresh, migration from one tenant to other are done though Tenant request and in-turn taken care by internal Workday JIRA tool.


How to identify the tenants?

Production --> www.myworkday.com 

 

Non-Production --> impl.workday.com ( Including Sandbox )


****************

Proxy Access to Non-Production Tenants

What is Proxy?

The authority to represent someone else. For example if your Manager went on leave for 10 days, and there are multiple approvals pending on his/her side which are very important or urgent. In an ideal scenario your manager can delegate his/her work items to one of his peer or manager, so that they can complete the tasks on this behalf. This is called as delgation, which happens in the Production tenants. 

But in Non-Production tenants as they are mostly your development and testing tenants, you don't need to really setup delegations, you can do the tasks with the help of Proxy. 

Only in the non- Production tenants we have the provision to work as Proxy.

 

Start Proxy:

This is the task to Start Proxy as another user.


Stop Proxy:

This is a task to stop Proxy and come back to the original login what you were.


You can view details about users starting and stopping a proxy session on the Signors and Attempted Signors report.








 

 

 

 

 

 

 

A proxy session excludes access to certain Workday functionality as well as functionality that requires connecting to another service, including:

Access to documents on My Reports.

Background conversions.

Business form printing.

Email.

Integrations (including Reports as a Service, REST API, and Workday Studio).

Mobile Push Notifications.

Notifications received through the user interface.

Scheduled reports.

Solutions.

Workday Drive.

Tenant Policy and Pricing

 

Customers initially deploying the workday product for the first time will get below number of Initial tenants depending up on the size of the organization. Workers include both Employees and Contingent Workers (Contractors).

 

Core HR:

3,501 - 20,000 Workers (4 Tenants)

20,001 - 40,000 Workers  (5 Tenants)

Over 40,000 Workers  (5 Tenants)

Core Financials:

3,501 - 20,000 Workers (5 Tenants)

20,001 - 40,000 Workers  (5 Tenants)

Over 40,000 Workers  (6 Tenants)

Core HCM + Core Financials:

3,501 - 20,000 Workers (7 Tenants)

20,001 - 40,000 Workers  (7 Tenants)

Over 40,000 Workers  (8 Tenants)

Student Records or Admissions + Student Recruiting:

Less than 3000 Students (3 Tenants)

3,501 - 9,999 Students (4 Tenants)

10,000 - 19,999 Students (5 Tenants)

Over 20,000 Students (5 Tenants)

Adding other products like Payroll (1 Tenant) or Prism Analytics(2 Tenants) or Expense or Procurement (1 Tenant) will add the tenant count in addition to the above said.

 

Pricing:

 

It's not wise on my part to put the pricing, if you are interested please check the Community portal. 

 

All the pricing is dealt per month per tenant basis and categorized below number have different price attached to it.

 

# of Workers: <3,500

# of Workers: 3,501 - 10,000

# of Workers: 10,001 - 40,000

# of Workers: 40,001+

 

 

 

Points to Ponder:

The additional tenants have a 3-month minimum duration.

Customers can request to purchase a tenant by entering a purchase / renew tenant management request.

Customers can purchase additional Implementation tenants at any time on a subscription basis, which can be used for training, implementing new functionality, testing changes to existing functionality, and more.

The Initial HCM, Financials, and Student Implementation tenants expire 60 days after the customer’s Gold tenant is moved to Production. 

The minimum duration for a purchased tenant is 3 consecutive months.

The maximum duration for a purchased tenant is 1 year. A new order form will need to be processed after 1 year.

At the end of the initial term, the tenant auto-renews on a 3 consecutive month bases for 1 year.

Prism Analytics on additional tenant gives you 1 TB Storage with Published Rows up to 100,000,000

Additional Reads:

Maintenance Windows


As we know we need to enter a Tenant Management Request in the Workday Customer Center to create, refresh or delete a Implementation tenant, there you will be asked to select a Maintenance Window. You may also select to refresh your Sandbox Preview tenant during the described maintenance windows. Workday currently allows only Implementation tenant maintenance to occur.

Here is a quick view of Community Calendar which shows the filtered events - Operations on - Implementation, Production, Sandbox and Sandbox Preview. This provides the view of scheduled events.

 

Other events that you can check out in the filter are Training Class, User Group Meeting, and Webinar

 

Workday Maintenance Window


Daily we have 4 maintenance Windows. All 'time' represented is in Pacific Standard Time. Below are the Standard timings in a given day represents when the tenant request will begin processing.







  2am

10am

  6pm

10pm

All Week days except Friday 6pm, Friday 10pm, and Saturday 2am, because of the Weekly Maintenance.

 

You need to submit your maintenance request by 2pm PT on the day prior to your preferred maintenance window. This is the deadline set by Workday.

 

Data Centers

 

There are 5 different data centers for Workday. Below is the list.

Ashburn

Dublin

Portland

AWS Columbus

AWS Montreal

Blow show are the sample URL as how you login to the prod and non-prod workday tenants

 

Production:          impl.workday.com

Non-Production:  www.myworkday.com

 

To check which data center you customer / organization is at, you can verify by logging into Workday Community or Workday Customer Center or Using Your Tenant URL Prefix.

 

Via Workday Community: 

Click your profile image and select View Profile.

Click your Organization (Company) name.

View the Production / Non- Production Data Center value.

Here is the 30 Days View for one of the Workday Data Center

 

 

 

24 hour View of one of the Workday Data Center

 

 

 

This shows 4 statuses:

Available

Maintenance

Degraded

Disruption

This provides details of upcoming scheduled maintenance, Historical view of the past 24 hours or past 30 days.


 

Feature Release and Service Updates

There are two Types of Schedules that you can notice in Workday. 

One is Feature release which is like an upgrade and the other being 

Service updates which is like regular maintenance, or applying patches, fixes.



Feature release:
Workday Feature releases occur 2 times per year. Version Change happens with every Feature release. 
(Not Future release)

Do remember every single customer will be on the same version and it is the latest version.

This includes New or Feature releases, Enhancements, Bug Fixes, additional Packaged Integrations etc.,
When Workday roll-out the updates, the customer system automatically converts to the newest release.
Tenants are not available during the Feature release Weekend 
(which happens 2 times every year)

 

Dates: ( 2019 - 20 Schedule)

 

Previous Version - 32

 

February 4, 2019 - Features available for Preview

March     9,  2019 - Workday 32 available in all tenants

 

Previous Version - 33

 

August       3,  2019 - Features available for Preview

September 7,  2019 - Workday 33 available in all tenants

Here on the Versions are called with Year and Release, Example: 2020R1 , 2020R2 instead of WD34, WD35

Current Version - Workday 2020 Release 1 (Known as WD34)

February 1,  2020 - Features available for Preview

March      7,  2020 - Workday 34 available in all tenants



Upcoming Version - Workday 2020 Release 2 (Known as WD35)

August        8,  2020 - Features available for Preview

September 12,  2020 - Workday 34 available in all tenants

 

Service Updates:

Fixes are applied every Friday during Scheduled timings in the service updates.

During the scheduled updates you will notice the tenant will be down and a message saying 

"Workday is currently unavailable." with the duration of outage. 

Its generally a 12 hour window on a weekend for Non-Production environment.



 

 

 



 


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