Support for Filtering Using Eligibility Criteria

Eligibility criteria are filters (Workday calculated fields) configured on the Workday system which are used to aggregate specific data in the Workday source.

The Calculated Field configured on the managed system acts as a filter based on the operators, regular expressions, or conditions. The Calculated Field can co-exist with other supported filters in the Workday source such as Organization filters and Future/ Past offsets.

Eligibility criteria configuration in the Workday source requires values of the following fields for configuration:

  • Integration Field (s) must be mapped with the Calculated Field (On the managed system)

  • Integration System ID

  • Integration Field Override Service

Note
To read the condition defined for eligibility criteria, the user must assign the read permissions to the integration user.

Examples of different scenarios

The aggregation result will be a UNION when multiple eligibility criteria filters are used.

Condition for Filter1: Workers having a name starting with character A, the result is 50 records.

Condition for Filter2: Workers having a name starting with character S, the result is 30 records.

When both the filters are set, aggregation will retrieve the data of all workers having a name starting with A or S, that is, 80 worker records will be aggregated [Filter1 UNION Filter2].

The aggregation result will be an INTERSECTION for the eligibility criteria filter when configured with other filters (Organization reference ID filters).

In addition to the above filters (Filter1 and Filter2 used in Example A above), when the organization level filter (IT_DEPT_ORG_REF_ID) is added in the source configuration then IT_DEPT_ORG_REF_ID will have 100 records out of which the number of workers having A as initials is 15 and having S as initials is 15.

When the organization reference filter is used in Example A, then aggregation will fetch 30 records [IT_DEPT_ORG_REF_ID intersection (Filter1 union Filter2)].

If the eligibility criteria filter is added based on certain calculations that will change the worker lifecycle, then the added filter will act as a super set.

Condition: Eligibility criteria filter is written on Job code = CSTA so only those records will be aggregated that have the job code as CSTA. With additional conditions, you can retrieve terminated employees within 60 days, where 60 defines the offset.

In such cases if any of the terminated records do not have the Job Code, then the records will be excluded from aggregation.

Example: JIM is an active worker with Job Code = CSTA. If you have defined eligibility criteria using JOB CODE the record would be aggregated, however after the termination of JIM the source will not aggregate JIM even if the configuration in the source supports aggregation of terminated workers. After termination, the Job Code gets removed from the worker record and your eligibility criteria filter is written on ‘Job code’ = CSTA. This will take precedence with other filters and configurations to retrieve additional data. That is, the terminated records (based on the past termination offset provided in the source).