Maintain Attributes for Terminated Workers
Security:
Calculated Fields
domain in the Reporting functional area. When an employee is terminated in Workday, certain attributes are removed from their worker profile because their employment status changes from active to inactive. Data and access related to active employment become irrelevant. After termination, Workday intentionally clears them, leaving the values
null
. This behavior can affect integrations such as the Peakon integration, where those fields are referenced in attributes or eligibility conditions.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.