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Administrator Guide
Last Updated: 2024-09-20
Setup Considerations: Customer Central

Setup Considerations: Customer Central

The solutions described in this section are not part of the Workday Service. See Legal Notice for details.
You can use this topic to help make decisions when planning your configuration and use of Customer Central. It explains:
  • Why to set it up.
  • How it fits into the rest of Workday.
  • Downstream impacts and cross-product interactions.
  • Security requirements and business process configurations.
  • Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.

What It Is

Customer Central is a separate Workday tenant designed to streamline the deployment process. It enables the extraction, comparison, and migration of data from your Workday tenants during implementation and ongoing tenant configuration changes.
Workday automatically provides new customers with a Customer Central tenant. It's available at no additional cost and isn’t part of the Service. Data stored in Customer Central isn't considered Customer Data.
Integral to Customer Central is Workday Object Transporter. It’s Workday's technology for migrating user-generated packages, Workday-delivered packages, or single instances between tenants, saving you time and effort during implementation and beyond. Object Transporter requires Customer Central for migration, although you can begin the migration process on your source tenant. From the source tenant, Workday redirects you to Customer Central to complete the migration.

Business Benefits

Customer Central simplifies and centralizes the deployment process, enabling you to get features up and running with more speed and less effort. It provides a single platform that you can use to:
  • Manage tenants.
  • Enrich tenants with prepackaged configurations.
  • Manage implementer and customer accounts.

Use Cases

You can use Customer Central to migrate Workday-built configurations that help you to deploy specific features. Example: Your company is about to open an office in France. You can use the Configuration Catalog in Customer Central to migrate:
  • French Time Off Plans.
  • Payslips.
  • HCM configurations like Citizenship Statuses, Military Statuses, and Local Termination Reasons.

Questions to Consider

Questions
Considerations
Does your organization already have a Customer Central tenant?
As of January 2018, all new Workday customers automatically receive a Customer Central tenant.
Older customers can request one through Workday Customer Center.
You only need 1 Customer Central tenant.
If no one in your organization can access your Customer Central tenant, open a tenant management case with Customer Support.
Which individual in your organization will be responsible for initiating the Customer Central setup process?
A Named Support Contact in your organization is responsible for managing and delegating Customer Central Security Administrator accounts.
The Named Support Contact uses the wd-tenantowner account to create the Customer Central Security Administrator and Customer Central Administrator accounts. Customer Central Administrators, in turn, create Customer Central users.
How many Customer Central Security Administrator and Central Administrator accounts will you create?
Customer Central requires these administrator accounts:
  • Customer Central Security Administrator account.
  • Customer Central Administrator account.
If you engage implementation consultants and external deployment partners, Workday recommends that your organization has at least 2 of these accounts:
  • Customer Central Security Administrator.
  • Customer Central Administrator.
Maintain ownership of credentials for these additional accounts within your organization.
This approach means you can regain control of the tenant after the deployment partner has rolled off your initial Workday deployment project.
In the event of lost credentials, open a tenant management case with Customer Support.
Administrators who plan to use Customer Central Security Administrator accounts must ensure that the account ID is unique across Workday tenants.
Administrators who have a Customer Central Administrator account don’t need to create a Customer Central User account for themselves.

Recommendations

Workday recommends that you:
  • Assign at least 2 Customer Central Security Administrator and 2 Customer Central Administrator roles to individuals in your organization.
  • Select the
    Enable Forgotten Password Reset
     check box in
    Edit Tenant Setup - Security
     task.
  • Include an email address in the Customer Central User contact details. Workday uses this address when a user requests a password reset.

Requirements

Each Customer Central tenant includes a preconfigured account called wd-tenantowner, which configures the other required accounts. The wd-tenantowner account automatically deactivates 60 days after Workday provides its credentials to the customer. You must create the other required accounts before that happens.
If you don't create the required accounts before the wd-tenantowner account deactivates, your NSC must open a tenant management case with Customer Support to reset the tenant.

Limitations

The Customer Central Administrator can use the
Manage Tenant Access
 task to control user access to the tenants connected to Customer Central. However, this task doesn't override the security in those other tenants. To perform operations involving tenants, a user must have the appropriate access in the tenant concerned.
Example: You use the
Manage Tenant Access
 task to grant a user the ability to migrate custom reports between tenants. However, the user doesn't have permission to access the target tenant from Customer Central and therefore can't select it from the tenant menus in Customer Central.

Tenant Setup

Enable the forgotten password reset option. Doing so will enable Customer Central users, including Administrators and Security Administrators to reset their passwords.

Security

Customer Central has a unique security model in which Workday sets specific roles and permissions automatically that you can't change. This model means that a single account can’t have multiple roles.

Business Processes

No impact.

Reporting

The
Object Transporter Supported Objects (OX)
 report details which objects you can migrate.
The
View Configuration Catalog Content
 report enables you to examine the contents of the configuration packages that are available for migration.
The
Tenant Health
 dashboard displays information relating to:
  • User access to Customer Central.
  • Multifactor authentication for implementation and sandbox tenants.

Integrations

No impact.

Connections and Touchpoints

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.