Workday Platform Admin study plan
Workday Platform Admin · Give each week a clear focus.
8 weeks · About 7 hours per week
Core HCM and Platform Configuration
Diagram the core HCM object model from memory (Worker, Job, Position, Supervisory Organization, Location, Job Profile, Job Family) and label which objects are effective-dated and which are not
Build a three-level Supervisory Organization hierarchy in a sandbox and attach one Location and one Job Requisition to each level
Run a worker through hire, then a transfer, then a termination on different effective dates; screenshot what the worker record shows as of three separate 'as of' dates and explain each difference in writing
Create at least three custom validation rules or conditional field behaviors on a custom object and prove each one fires
Write a personal glossary of 25 platform terms (effective dating, compaction, staffable vs. non-staffable, object-level vs. field-level config) with your own one-line definitions
Your checkpoint
A one-page annotated object-model diagram plus a written effective-dating trace (three dates, three predicted record states, all verified in sandbox).
Security Groups, Roles, and Permissions
Classify five sample user populations into the correct security group type (role-based, user-based, job-based, aggregate) and write the justification for each choice
Build two role-based security groups with domain security policies that differ by organization-hierarchy scope (self only vs. own supervisory org and subordinates)
Configure a business process security policy for one BP and verify access for three test users with different group memberships
Trace a denied action end-to-end: group membership to role to domain policy to business process policy, and document exactly which layer blocks it
Draft a least-privilege matrix mapping four job roles to the minimum domains and actions they require
Your checkpoint
A security matrix spreadsheet plus three test user accounts whose actual access you demonstrate matches the matrix row-by-row.
Business Process Framework and Routing
Diagram one existing multi-step business process (steps, approvers, to-dos, conditions) and annotate where each routing decision is configured
Build a four-step business process from scratch in sandbox that includes at least one conditional approval and one to-do step
Configure routing that resolves approvers by organization hierarchy rather than by a static group, and prove it routes differently for two workers
Configure and test delegation for one approver, then confirm the delegated approver appears in the approval history
Produce a written trace of a single transaction through the BP showing every routing evaluation and its result
Your checkpoint
A working four-step business process with conditional and hierarchy-based routing, plus a step-by-step routing trace document for two different test workers.
Reporting, Calculated Fields, and Analytics
Build ten calculated fields spanning lookup, extract, true/false, and arithmetic types, and verify each returns correct values for known records
Build one advanced report and one matrix report that both use a calculated field in a filter or column
Apply report-level sharing/security restrictions and confirm a second test user sees a filtered result set
Convert three recurring manual data questions into reusable reports and document the question each one answers
Complete a self-authored 40-question quiz across Domains 1-4 and log every missed item with the source concept it maps to
Your checkpoint
A calculated field library sheet (name, type, purpose, test result) plus a three-report dashboard, and a scored 40-question self-quiz at 75% or higher.
Integrations and Data Loads
Execute an inbound data load for an organization-type object, then a worker-type object, respecting load-order dependencies
Deliberately introduce three bad records (missing required field, invalid reference, duplicate) and document the exact error each produces and how you fixed it
Write a conversion runbook covering extract, transform, validate, load, and reconcile steps with a named owner for each step
Build a reconciliation report that compares source record count and key field values against loaded data
Trace one integration event through its system, message, and monitoring views and record where you would look first if it failed
Your checkpoint
A completed inbound load in sandbox with a reconciliation report showing 100% key-field match and an error-handling runbook for the three failure types.
Tenant Management, Releases, and Audit & Security Groups, Roles, and Permissions
Build a release-impact checklist and apply it to a sample release: list which business processes, reports, calculated fields, and integrations that release would touch
Reconstruct a change from audit trail data: identify who changed a business process definition, when, and what the before/after state was
Plan and execute a sandbox refresh sequence including a pre-refresh inventory and a post-refresh verification list
Re-test security group behavior after refresh and document any configuration that did not survive or that now behaves differently
Your checkpoint
A release readiness checklist applied to one release plus a written audit reconstruction of one change (who, when, before/after).
Core HCM and Platform Configuration & Business Process Framework and Routing & Reporting, Calculated Fields, and Analytics
Build one end-to-end scenario: load a worker via data load, route them through hire and transfer business processes, confirm correct security scope, and report on the result
Reproduce the three weakest items from your Week 4 quiz log without notes, then re-explain each aloud or in writing
Complete a timed 60-question mixed practice set covering all six domains and record per-domain accuracy
Rewrite your four lowest-scoring domain cheat sheets down to one page each
Your checkpoint
A working end-to-end sandbox scenario documented in a single walkthrough write-up, plus a per-domain accuracy table from the timed mixed set.
Core HCM and Platform Configuration & Security Groups, Roles, and Permissions & Business Process Framework and Routing & Reporting, Calculated Fields, and Analytics & Integrations and Data Loads & Tenant Management, Releases, and Audit
Take two full-length timed practice exams under realistic conditions and score each by domain
Close every gap where per-domain accuracy sits below 80% by re-reading notes and rebuilding the sandbox object involved
Rehearse the eight highest-yield explanations (security group types, routing resolution, calculated field types, load order, effective dating, audit trail, report security, release impact) without notes
Finalize a one-page pre-exam reference sheet containing only items you have personally verified in sandbox
Your checkpoint
Two completed timed practice exams at 80% or higher overall with no domain below 70%, plus a verified one-page reference sheet.
Milestones
Week 2: You can explain, without notes, why a specific test user is denied a specific action, naming every security layer involved.
Week 4: All four sandbox builds (org hierarchy, secured test users, four-step BP, three-report dashboard) pass your own written test scripts, and the self-quiz scores 75% or higher.
Week 6: You can execute a data load correction, explain a release's impact on your own configuration, and reconstruct one change from audit data.
Week 8: Two timed full-length practice exams completed at 80% or higher overall with no domain below 70%.