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Dokumentation
Dokumentation
Peakon
Set Up Calculated Fields for Future Separation Data

Set Up Calculated Fields for Future Separation Data

Security:
  • Administrator
     access in Peakon.
  • These domains in the Integration and System functional areas:
    • Integration Security
    • Custom Field Management
Peakon as default does not sync future
Separation Dates
 and
Separation Reasons
 from Workday. When you sync Workday employees with separation dates into the future, you will notice that they will remain categorised as effective employees.
The Separation Dates and Separation Reasons are included in the sync on their effective date (the day of the termination or separation). The values sync when the termination business process completes before the separation date in Workday.
In Workday, you can create calculated fields to sync Separation Dates and Reasons to Peakon before their effective date.
  1. Access the
    Create Calculated Field
     task.
  2. Create a
    Lookup Value as of Date
     calculated field, where the
    Source Field
     is
    Termination Date
     and the
    Effective Date
     is
    Last Day of Next Month
    .
  3. Access the
    Create Calculated Field
     task.
  4. Create a
    True
    /
    False
     calculated field that checks if the
    Lookup Value as of Date
     field from step 2 is less than the
    Hire Date
    .
  5. Access the
    Create Calculated Field
     task:
  6. Create an
    Evaluate Expression
     calculated field, which is the field that you'll use in the field override.
    1. Select
      Date
       as the
      Field Type
      .
    2. Select the
      Lookup Value as of Date
       field from step 2 as the
      Default Value
      .
    3. Select the
      True
      /
      False
       field from step 4 as the
      Condition
      , and the
      Return Value If Condition is True
      , is
      Blank Date
      .
  7. Access the
    Create Calculated Field
     task.
  8. Create an
    Evaluate Expression
     calculated field, which is the field that you'll use in the field override.
    1. Select
      Text
       as the
      Field Type
      .
    2. Select the
      Lookup Value as of Date
       field from step 2 as the
      Default Value
      .
    3. Select the
      True
      /
      False
       field from step 4 in the section above about Separation Date, as the
      Condition
      , and the
      Return Value If Condition is True
      , is
      Empty String
      .