Reference: Merge Rules for Grouped Personal Data Fields

Administrator Guide

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.

Grouped Field	Source Value?	Target Value	Operation	Behavior
Hukou, Grouped: Hukou Locality Hukou Postal Code Hukou Country Subregion Hukou Type Hukou Native Country Region Personnel File Agency	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Hukou, Grouped: Hukou Locality Hukou Postal Code Hukou Country Subregion Hukou Type Hukou Native Country Region Personnel File Agency	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Hukou, Grouped: Hukou Locality Hukou Postal Code Hukou Country Subregion Hukou Type Hukou Native Country Region Personnel File Agency	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.
Hukou, Grouped: Hukou Locality Hukou Postal Code Hukou Country Subregion Hukou Type Hukou Native Country Region Personnel File Agency	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.
Medical Exam, Grouped: Medical Exam Date Medical Exam Expiration Date Medical Exam Notes	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Medical Exam, Grouped: Medical Exam Date Medical Exam Expiration Date Medical Exam Notes	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Medical Exam, Grouped: Medical Exam Date Medical Exam Expiration Date Medical Exam Notes	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.
Medical Exam, Grouped: Medical Exam Date Medical Exam Expiration Date Medical Exam Notes	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.
Place of Birth, Grouped: Place of Birth Country Region Place of Birth Country Subregion Place of Birth Country Place of Birth - Text Place of Birth - Prompt	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Place of Birth, Grouped: Place of Birth Country Region Place of Birth Country Subregion Place of Birth Country Place of Birth - Text Place of Birth - Prompt	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Place of Birth, Grouped: Place of Birth Country Region Place of Birth Country Subregion Place of Birth Country Place of Birth - Text Place of Birth - Prompt	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.
Place of Birth, Grouped: Place of Birth Country Region Place of Birth Country Subregion Place of Birth Country Place of Birth - Text Place of Birth - Prompt	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.
Marital Status, Grouped: Marital Status Marital Status Date	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Marital Status, Grouped: Marital Status Marital Status Date	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Marital Status, Grouped: Marital Status Marital Status Date	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.
Marital Status, Grouped: Marital Status Marital Status Date	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.
Nationality, Grouped: Nationality - Primary Nationality - Additional	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values. There must be a primary value if additional has a value.
Nationality, Grouped: Nationality - Primary Nationality - Additional	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update for the source and target. Designate one as the primary and append any additional as additional.
Nationality, Grouped: Nationality - Primary Nationality - Additional	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 as primary. If additional values exist, append as additional.
Nationality, Grouped: Nationality - Primary Nationality - Additional	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 as primary. If additional values exist, append as additional.
Nationality, Grouped: Nationality - Primary Nationality - Additional	All	All	Last Updated (from Audit)	When functionally equivalent, if the source has a primary value that matches any additional nationality on the target, keep only the primary value on the target and don't append a duplicate value.
Blood Type	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Blood Type	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Blood Type	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.
Blood Type	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.
Ethnicity	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Ethnicity	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and copy unique values and append to the target.
Ethnicity	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.
Ethnicity	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.
Ethnicity - Visual Survey	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Ethnicity - Visual Survey	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and copy unique values and append to the target.
Ethnicity - Visual Survey	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.
Ethnicity - Visual Survey	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.
Social Benefits Locality	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Social Benefits Locality	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Social Benefits Locality	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.
Social Benefits Locality	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.
Hispanic or Latino	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Hispanic or Latino	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Hispanic or Latino	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.
Hispanic or Latino	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.
Hispanic or Latino - Visual Survey	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Hispanic or Latino - Visual Survey	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Hispanic or Latino - Visual Survey	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.
Hispanic or Latino - Visual Survey	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.
Uses Tobacco	Yes	Yes	Last Updated (from Audit)	When functionally equivalent, keep the value on the target if the source and target have matching values.
Uses Tobacco	Yes	Yes	Last Updated (from Audit)	When not functionally equivalent, find the most recent update and keep it on the target.
Uses Tobacco	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.
Uses Tobacco	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.
Relative Name	Yes	Yes	Copy Unique and Append	When functionally equivalent, keep the value on the target if the source and target have matching values.
Relative Name	Yes	Yes	Copy Unique and Append	When not functionally equivalent, find the most recent update and keep it on the target.
Relative Name	Yes	No	Copy Unique and Append	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Relative Name	No	Yes	Copy Unique and Append	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Disability Status	Yes	Yes	Copy Unique and Append	When functionally equivalent, keep the value on the target if the source and target have matching values.
Disability Status	Yes	Yes	Copy Unique and Append	When not functionally equivalent, find the most recent update and keep it on the target.
Disability Status	Yes	No	Copy Unique and Append	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Disability Status	No	Yes	Copy Unique and Append	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.
Military Status	Yes	Yes	Copy Unique and Append	When functionally equivalent, keep the value on the target if the source and target have matching values.
Military Status	Yes	Yes	Copy Unique and Append	When not functionally equivalent, find the most recent update and keep it on the target.
Military Status	Yes	No	Copy Unique and Append	When not functionally equivalent and the source has a value and the target doesn't, keep the source value on the target.
Military Status	No	Yes	Copy Unique and Append	When not functionally equivalent and the source doesn't have a value and the target does, keep the target value.