Reference: Supported Person Type Combinations for Merge
You can merge source and target records for combinations of person types. In the hierarchy of supported person-type combinations for merge, the person with the higher-ranked person type is the target.
Source | Target |
|---|---|
Candidate | Active Employee and Future-dated Employee |
Candidate | Candidate (Workday selects the Candidate who has been in the tenant for the longest time as the target.) |
Candidate | Contingent Worker (Active Contingent Worker, Future-dated Contingent Worker, and Inactive Contingent Worker) |
Candidate | External Student |
Candidate | Former Worker |
Candidate | Matriculated Student |
Candidate | Pre-hire |
Candidate | Student Prospect |
Candidate | Terminated Employee |
External Student | Active Employee and Future-dated Employee |
External Student | Contingent Worker (Active Contingent Worker and Future-dated Contingent Worker) |
Matriculated Student | Active Employee and Future-dated Employee |
Matriculated Student | Contingent Worker (Active Contingent Worker, Future-dated Contingent Worker, and Inactive Contingent Worker) |
Matriculated Student | Student Prospect + Worker |
Pre-hire | Contingent Worker (Active Contingent Worker, Future-dated Contingent Worker, and Inactive Contingent Worker) |
Pre-hire | Employee (Terminated Employee only) |
Pre-hire | External student |
Pre-hire | Former worker |
Pre-hire | Matriculated Student |
Pre-hire | Pre-hire (Workday selects the pre-hire who you entered first in your tenant as the target.) |
Pre-hire | Student Prospect |
Student Prospect | Active Employee and Future-dated Employee |
Student Prospect | Contingent Worker (Active Contingent Worker, Future-dated Contingent Worker, and Inactive Contingent Worker) |
Student Prospect | External Student |
Student Prospect | Matriculated Student |
Student Prospect | Student Prospect |
Student Prospect | Terminated Employee |
Merging Person Types with System Accounts
Specific merge rules apply to these person type combinations with Workday system accounts:
Source | Target |
|---|---|
External Student | Contingent Worker |
External Student | Employee |
External Student | Terminated Worker |
When merging these person type combinations with Workday system accounts, consider:
Source | Target | Merge Description |
|---|---|---|
Active system account | Active system account | Workday prevents the merge because the source is active. |
Active system account | Inactive system account | Workday prevents the merge because the source is active. |
Inactive system account | Inactive system account | Workday merges the accounts and retains the target system account. |
Inactive system account | Active system account | Workday merges the accounts and retains the target system account. |
No system account | Active system account | Workday merges the accounts and retains the target system account. |
No system account | Inactive system account | Workday merges the accounts and retains the target system account. |
Active system account | No system account | Workday prevents the merge because the source is active. |
Inactive system account that was never accessed | No system account | Workday merges the records and moves the source account to the target. |
Inactive system account that was accessed in the past | No system account | Workday merges the records, but doesn’t move the source account to the target. |