Reference: Merge Rules for Personal Data Fields

This table illustrates how Workday merges specific fields in the absence or presence of source and target values using particular operations. The table includes these terms:

Custom Processing: The Behavior column provides a description of how we process the data.

Functionally Equivalent: Workday considers the data values on the source and target records to match.

These merge rules apply to all person types except employee. For an active employee, you can use the

Manage Match Rules

task to configure these Employee Merge options:

Append the data from the source to add any different data on the source to the target employee record.

Don't append data from the source to leave any different data on the source record.

We merge personal information and contact information, with the exception of that data on recruiting job applications.

Field	Source Value?	Target Value?	Operation	Behavior
Sexual Orientation and Gender Identity	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values for: Expiration Date ID Issuing Authority Identifier ID Issued Date Passport ID Type Visa ID Type
Sexual Orientation and Gender Identity	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, keep the most recent update on the target, based on the effective date, if the source and target have unique values for: Expiration Date ID Issuing Authority Identifier ID Issued Date Passport ID Type Visa ID Type When the effective dates are the same on both the source and target, we use the completed date.
Sexual Orientation and Gender Identity	Yes	No	Last Updated (from Audit)	When not functional equivalent and the source has a value and the target doesn't, keep the source value on the target.
Sexual Orientation and Gender Identity	No	Yes	Last Updated (from Audit)	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Citizenship Status	Yes	Yes	Append	When functionally equivalent, keep the value on the target if the source and target have matching values for: Expiration Date ID Issuing Authority Identifier ID Issued Date Passport ID Type Visa ID Type
Citizenship Status	Yes	Yes	Append	When not functionally equivalent, keep the most recent update on the target, based on the effective date, if the source and target have unique values for: Expiration Date ID Issuing Authority Identifier ID Issued Date Passport ID Type Visa ID Type When the effective dates are the same on both the source and target, we use the completed date.
Citizenship Status	Yes	No	Append	When not functional equivalent and the source has a value and the target doesn't, keep the source value on the target.
Citizenship Status	No	Yes	Append	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Date of Birth	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values for: Expiration Date ID Issuing Authority Identifier ID Issued Date
Date of Birth	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, keep the most recent update on the target, based on the effective date, if the source and target have unique values for: Expiration Date ID Issuing Authority Identifier ID Issued Date License Class License Identifier Verification Date Verification by Worker When the effective dates are the same for both the source and target, we use the completed date.
Date of Birth	Yes	No	Last Updated (from Audit)	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Date of Birth	No	Yes	Last Updated (from Audit)	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Date of Death	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values for: Custom Description Custom ID Type Expiration Date ID Issuing Authority Identifier ID Issued Date Organization
Date of Death	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, keep the most recent update on the target, based on the effective date, if the source and target have unique values for: Custom Description Custom ID Type Expiration Date ID Issuing Authority Identifier ID Issued Date Organization When the effective dates are the same on both the source and target, we use the completed date.
Date of Death	Yes	No	Last Updated (from Audit)	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Date of Death	No	Yes	Last Updated (from Audit)	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Gender	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values for: DHS Document Expiration Date Government ID Type ID Issuing Authority Identifier ID Issuing Agency Issued Date National ID Type Series
Gender	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update based on the effective date and keep it on the target. When the effective dates are the same on both the source and target, we use the completed date.
Gender	Yes	No	Last Updated (from Audit)	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Gender	No	Yes	Last Updated (from Audit)	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Gender Identity (New)	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values for: DHS Document Expiration Date Government ID Type ID Issuing Authority Identifier ID Issuing Agency Issued Date National ID Type Series
Gender Identity (New)	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, keep the most recent update on the target, based on the effective date, if the source and target have unique values for: DHS Document Expiration Date Government ID Type ID Issuing Authority Identifier ID Issuing Agency Issued Date National ID Type Series When the effective dates are the same on both the source and target, we use the completed date.
Gender Identity (New)	Yes	No	Last Updated (from Audit)	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Gender Identity (New)	No	Yes	Last Updated (from Audit)	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Sexual Orientation (New)	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Sexual Orientation (New)	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update based on the effective date and keep it on the target. When the effective dates are the same for both the source and target, we use the completed date.
Sexual Orientation (New)	Yes	No	Last Updated (from Audit)	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Sexual Orientation (New)	No	Yes	Last Updated (from Audit)	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Pronoun (New)	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Pronoun (New)	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update based on the effective date and keep it on the target. When the effective dates are the same on both the source and target, we use the completed date.
Pronoun (New)	Yes	No	Last Updated (from Audit)	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Pronoun (New)	No	Yes	Last Updated (from Audit)	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.