Concept: Worker Eligibility
Overview
Worker eligibility refers to controlling the employee records that the Workday sync should create in Peakon. You can control worker eligibility by using the
PEAKON_INCLUDED
custom override. Example: Exclude workers from a newly acquired entity.The
PEAKON_INCLUDED
is a calculated field that instructs Workday to sync an employee to Peakon if the value is True
, or to skip the employee during the sync if the value is False
. Note that this calculated field is not the same as the Eligibility criterion
field in Workday.Change in Eligibility Criteria
It’s essential to configure the
PEAKON_INCLUDED
field correctly, to avoid a change in eligibility criteria not syncing employee updates caused by a gap in the setup.Change | Worker profile in Peakon |
|---|---|
False to True | Depending on the existence of the worker profile in Peakon, the sync will create or update it. |
True to False | The worker profile will no longer sync updates, because the integration scope only covers eligible employees. To avoid this from happening, configure the eligibility criteria to cover the broadest possible scope of workers and make manual updates when necessary. |
Recommendations
Set the eligibility criteria for the broadest possible scope of workers, and control survey eligibility using segment targeting in Peakon. This will help prevent issues arising from a change in eligibility criteria. An employee's eligibility criteria changing from
True
to False
means Peakon will no longer update their employee record and manual updates will be necessary. Example: Adding an exclusion criteria for interns when there’s no existing eligibility criteria means that the Employee Type
won’t equal to Intern
. Without manual intervention on Peakon, those employee records will continue receiving surveys.If you’ve set up your
PEAKON_INCLUDED
logic using Workday delivered Class Report Fields (CRFs), you must test the logic in a variety of circumstances to ensure it works as expected.