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Administrator Guide
Last Updated: 2023-06-23
Reference: Merge Rules for Contact Information Data Fields

Reference: Merge Rules for Contact Information Data Fields

This table illustrates how Workday merges specific fields in the absence or presence of source and target values using particular operations.
These merge rules apply to all person types except employee. When you merge an employee record, you have the option to append data that doesn't match from the source to the target. You also have the option to leave that data on the source.
Field
Source Value?
Target Value?
Operation
Behavior
Primary Home Email Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Primary Home Email Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Keep the last updated email address as the Primary Home Email Address on the target. Append the source email address as an additional Home Email Address. Append any additional Communication Usage Behavior types to the target.
Primary Home Email Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Primary Home Email Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Primary Work Email Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Primary Work Email Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Keep the target value and append the source email address as an additional Work Email Address. Append any additional Communication Usage Behavior types to the target.
Primary Work Email Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target as the Primary Work Email Address. Append any additional Communication Usage Behavior types to the target.
Primary Work Email Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value as the Primary Work Email Address. Append any additional Communication Usage Behavior types to the target.
Additional Email Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the target as Additional Email Address. Append any additional Communication Usage Behavior types to the target.
Additional Email Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Copy unique and append any additional email addresses on the target. Append any additional Communication Usage Behavior types to the target.
Additional Email Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Additional Email Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.
Primary Home Phone
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Primary Home Phone
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Keep the last updated phone number as the Primary Home Phone Number on the target. Append the source phone number as an additional Home Phone Number. Append any additional Communication Usage Behavior types to the target.
Primary Home Phone
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Primary Home Phone
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.
Additional Phone Number
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Keep the target value as Additional Phone Number. Append any additional Communication Usage Behavior types to the target.
Additional Phone Number
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Copy unique and append any additional phone numbers to the target. Append any additional Communication Usage Behavior types to the target.
Additional Phone Number
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Additional Phone Number
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.
Primary Work Phone Number
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Primary Work Phone Number
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Keep the last updated phone number as the Primary Work Phone Number on the target, and append the source phone number as an additional Work Phone Number. Append any additional Communication Usage Behavior types to the target.
Primary Work Phone Number
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Primary Work Phone Number
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.
Web Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Web Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Keep the last updated web address as the Web Address on the target, and append the source web address as an additional Web Address. Append any additional Communication Usage Behavior types to the target.
Web Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Web Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.
Instant Messenger
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Instant Messenger
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Keep the last updated instant messenger as the Instant Messenger on the target, and append the source Instant Messenger value as additional Instant Messengers. Append any additional Communication Usage Behavior types to the target.
Instant Messenger
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Instant Messenger
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.
Social Networks
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values.
Social Networks
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Keep the last updated social network value as the Social Network on the target, and append the source network values as additional Social Networks.
Social Networks
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Social Networks
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Primary Home Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Primary Home Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Append any additional Communication Usage Behavior types to the target.
Primary Home Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any unique addresses as an Additional Address. Append any additional Communication Usage Behavior types to the target.
Primary Home Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any unique addresses as an Additional Address. Append any additional Communication Usage Behavior types to the target.
Primary Work Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Append any additional Communication Usage Behavior types to the target.
Primary Work Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Append any additional Communication Usage Behavior types to the target.
Primary Work Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any unique addresses as an Additional Address. Append any additional Communication Usage Behavior types to the target.
Primary Work Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any unique addresses as an Additional Address. Append any additional Communication Usage Behavior types to the target.
Additional Home Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Keep the value as Additional Home Address. Append any additional Communication Usage Behavior types to the target.
Additional Home Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Copy unique and append any additional Additional Home Address to the target. Append any additional Communication Usage Behavior types to the target.
Additional Home Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Additional Home Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.
Additional Work Address
Yes
Yes
Custom Processing
When functionally equivalent, keep the value on the target if the source and target have matching values. Keep the value as Additional Work Address. Append any additional Communication Usage Behavior types to the target.
Additional Work Address
Yes
Yes
Custom Processing
When not functionally equivalent, find the most recent update and keep it on the target. Copy unique and append any additional Additional Work Address to the target. Append any additional Communication Usage Behavior types to the target.
Additional Work Address
Yes
No
Custom Processing
When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target. Append any additional Communication Usage Behavior types to the target.
Additional Work Address
No
Yes
Custom Processing
When not functionally equivalent and the source doesn't have a value and the target does, keep the target value. Append any additional Communication Usage Behavior types to the target.