WorkDay Tutorial-ACTIVITY - Populating SpreadSheets to add Org

 Business Case: Now that you generated the add/update organizations spreadsheet, you've been asked to populate it with the data below to create two new Supervisory Organizations, launch the WICT EIB Add Organizations integration system and verify the results.

TASK 1:  POPULATE THE EXCEL SPREADSHEET 

1.       Open the AddUpdate_Organization23.xml file created and saved in the previous activity 

2.       Enter the information below into the correct columns:

 

Data Area

Field Name

Entry Value

UPDATED POSITION ID

388.8

{empty}

Organization Data

Effective Date

41671

 

Organization Reference ID

Sales_Operations_North_America

 

Organization Name

Sales Operations - North America

 

Availability Date

2/1/2014

 

Position Management

Y

Organization Reference

Superior Organization Reference (Columns P & Q)
(use System ID WD-WID and ID of Sales Operations Group WID)

<Find in Tenant>

Organization Data

Organization Type

Supervisory

 

Organization Subtype Name

Group

 

Organization Visibility Name

Everyone

Business Site Reference

(use System ID WD-WID and ID of Sales Operations Location WID)

<Find in Tenant>

TASK 2:  LAUNCH THE INTEGRATION 

1.       After the spreadsheet is populated, search for 'WICT EIB' in your tenant and select WICT EIB

Add Organization 

2.       On the related actions menu, navigate to Integration >> Launch/Schedule 

3.       Leave the default value "Run Now" and click OK 

4.       In the Integration Attachment Value prompt,  select Create >> Create Integration Attachment 

5.       Click Browse and navigate to your saved spreadsheet 

6.       Once selected, Click Upload then OK 

7.       Select Specify Value for Validate Only Load and check the box 

8.       Select Specify Value for Add Errors to Attachment and check the box 

9.       Click OK and wait for process to complete  (Do not close) 

10.   If completed successfully, re-run the integration without Validate Only selected. Re-use the same integration attachment created above. 



TASK 3:        VERIFY RESULTS 

1.       Search the tenant for "Sales Operations Group" 

2.       What is the reference ID value for Sales Operations - North America? _______________ 

3.       What is the Superior Organization for Sales Operations - North America? ____________ 

4.       What is the Organization Type of Sales Operations - North America? ________________ 

5.       What is the reference ID value for Sales Operations - Emerging Markets? _____________

6.       What is the Superior Organization for Sales Operations - Emerging Markets? _____________ 

7.       What is the Organization Type of Sales Operations - Emerging Markets? _________________

                 8.       Why is the Business Process Loaded tab missing in the View Background Process?

 

CHALLENGE - Why is there no reference ID for the Organization Sales Operations - Emerging markets?


Since an Organization_Reference_ID was not assigned to the supervisory Organization of Sales Operations - Emerging Markets in the spreadsheet, manually assign the reference ID value of

 

Sales_Operations_Emerging_Markets in the UI.

Do you remember what task provides the ability to edit reference IDs?

Data Area

Field Name

Entry Value

All

 Spreadsheet key

2

Organization Data

Effective Date

2/1/2014

 

Organization Reference ID

<Leave Blank>

 

Organization Name

Sales Operations - Emerging Markets

 

Availability Date

2/1/2014

 

Position Management

Y

Organization Reference

Superior Organization Reference (Columns P & Q)
(use System ID WD-WID and ID of Sales Operations Group WID)

<Find in Tenant>

Organization Data

Organization Type

Supervisory

 

Organization Subtype Name

Group

Business Site Reference

use System ID WD-WID and ID of Sales Operations Location WID
(Columns V & W)

<Find in Tenant>