Maximising Smart Shield’s value during your Workday expansion
As you embark on your next Workday expansion - whether it’s adding new modules or extending your Workday capabilities across more regions and business areas – this is the perfect time to unlock the full potential of Smart Shield. Smart Shield not only enhances data security but also supports smooth operational workflows, from training to testing and beyond.
Here, we show how Smart Shield can be integrated at each phase of your Workday expansion project, helping you safeguard sensitive data while maintaining operational efficiency.
Planning and setup
1. Refine masking rules for access needs
Review and update your existing data masking settings:
• User access requirements: Define which teams require specific data access within each module. For example, finance data may be restricted for HR teams during training.
• Data sensitivity levels: Determine which fields require masking for different groups and fine-tune your rules to reflect these needs.
2. Validate masking rules for training and testing
Before testing begins, verify that your masking rules work seamlessly with training requirements. Users should have enough access to perform necessary tasks without exposing sensitive data. Adjust settings as needed so teams can train effectively within a secure environment.
Deployment, rollout and ongoing management
1. Evaluate user access and proxy policies
During deployment, review which users need access to your expanded Workday tenant, especially if new modules like Payroll are now integrated. Define roles carefully, consider who truly needs continued access, and adjust proxy policies to restrict access as necessary. Post-deployment, conduct regular reviews of these settings to stay aligned with current organisational needs. This is particularly important as team roles evolve or employees exit.
2. Review and update masking rules for expanded data
As you deploy new modules and expand your Workday environment, additional data fields may require masking to ensure sensitive information remains secure. For example, an international expansion may introduce new compliance considerations, which should be reflected in your masking rules. Regularly revisiting these rules as your data landscape grows will help you stay compliant and protect data without impeding productivity.
3. Create and maintain secure training environments
Throughout deployment, and beyond, use Smart Shield to ensure data integrity during training. This ensures new hires and employees transitioning to new modules can learn effectively within a secure environment. As your team grows, maintaining these environments will enable smooth, secure onboarding and continuous learning without risking exposure to sensitive data.
By strategically integrating Smart Shield at each phase of your Workday expansion, you can maintain a strong balance between data security and operational efficiency. As your Workday environment grows, keeping your data masking rules, user access, and training environments up to date will allow you to protect sensitive information while supporting team productivity.