Maintain Attributes for Terminated Workers
Security:
Calculated Fields
domain in the Reporting functional area. When you terminate a worker in Workday, their employment status changes from active to inactive. Workday then clears the fields that belong to the worker's position rather than to the worker, and leaves those fields empty (
null
). This is expected behavior. Workday clears fields tied to the position, such as:
- Cost Center
- Supervisory Organization
- Job Profile
- Job Family
- Job Family Group
- Time in Position
- Time Type
Fields that describe the worker as a person stay on their profile, such as:
- Date of Birth
- Gender
- Home Address
- Email addresses
This behavior can affect integrations that reference cleared fields. In the Peakon integration, any attribute or eligibility condition that uses one of these fields has no value for terminated workers.
When an effective-dated field used in your Peakon integration becomes
null
:
- The terminated worker may no longer meet the eligibility criteria in Workday.
- The Peakon integration updates their record withnullvalues:
- Survey targeting using affected Attributes is unavailable for terminated workers.
- Viewing and filtering results by Attributes is unavailable for terminated workers.
To address this, set up calculated fields to ensure terminated workers retain attribute values in the Peakon integration when effective-dated fields lose their values after termination. This configuration is required if the customer uses PEAKON_INCLUDED logic or a custom eligibility field that references a Workday field that clears on termination, ensuring retroactive terminations continue to sync correctly to Peakon.
Eligibility fields that reference Workday attributes cleared upon termination are affected by this behavior. If your Peakon integration uses eligibility logic (Example: custom fields or PEAKON_INCLUDED), review those fields to ensure they continue evaluating correctly for terminated workers. The calculated fields described below help preserve the necessary values for those eligibility conditions.
- Create anIncrement Datecalculated field for termination -1.
- Access theCreate Calculated Fieldtask. When completing the task, consider:
- Create aLookup Value As of Datecalculated field.
- Access theCreate Calculated Fieldtask again. When completing the task, consider:
- Create anEvaluate Expression (EE)calculated field.
- Access theCreate Calculated Fieldtask again. When completing the task, consider:
- When defining the eligibility conditions, referenceCF EE Peakon ATTRIBUTE_NAME As of Termination Date - 1to include the value as of one day before termination.
- Add the field to theField Override Service.
- Access theMaintain Field Overridestask and inExternal Parameter Assignment(s), select the following to calculate the correct effective moment:
Field | Value |
|---|---|
Field Name
| CF IDD Peakon Termination Date - 1 |
Business Object
| Worker |
Function
| Increment or Decrement Date |
Calculation Date Field
| CF EE Peakon Termination Date |
Days to Add or Subtract
| -1 |
Return Blank Date on Error
| Yes |
Field | Value |
|---|---|
Field Name
| CF LVAOD Peakon Worker ATTRIBUTE_NAME As of Termination Date - 1
|
Business Object
| Worker
|
Function
| Lookup Value As of Date
|
Source Field
| WORKDAY_FIELD (Example: Employee Type) |
Effective Date
| CF IDD Peakon Termination Date 1
|
Field | Value |
|---|---|
Field Name
| CF EE Peakon ATTRIBUTE_NAME As of Termination Date - 1
|
Business Object
| Worker
|
Function
| Evaluate Expression
|
Field Type
| Appropriate field type |
Business Object
| Appropriate business object |
Default Value
| WORKDAY_FIELD
|
Terminated (based on report date)
| CF LVAOD Peakon Worker ATTRIBUTE_NAME As of Termination Date - 1
|
Field | Value Type | Value |
|---|---|---|
ATTRIBUTE_NAME
| CF EE Peakon ATTRIBUTE_NAME As of Termination Date – 1
|
When eligibility rules are evaluated for terminated or rescinded workers, Workday uses the calculated value from one day before termination. This ensures that eligibility conditions continue to evaluate correctly and that terminated workers are properly deactivated in Peakon.
Regularly reconcile worker data between Workday and Peakon to identify and resolve any remaining discrepancies.