Connector Improvement: Workday HCM - Payroll - Date Selection
AnsweredIn today's Workday HCM connector, data is pulled based on a period end date (Period_Selection_Date_Reference = Based on Period End Date).
In my understanding, Workday does not surface the data through the specific API Fivetran is calling until after the payroll is completed when using "Based on Period End Date". I have replicated this by calling the Workday API. We have a payroll ending 3/22/2026. When setting the parameter to "Based Period End Date" and the effective date range from today to 12/31/9999, no results are returned. If I change this to "Based on Payment Date", results are returned.
In our payroll processing, we run payrolls Monday through Sunday (2 weeks). Payroll is typically closed on Tuesday or Wednesday for payment on Friday. With the way our payrolls are run, having completion date after period end, we are not getting the data as periods close out.
Option/idea:
1) Switch the connector to use Payment Date instead of using Period End Date.
2) When calling the API, fill effective start dates with the timeframe of the last successful run and set the end date to 12/31/9999.
The main ramification of going with this approach is that Fivetran will pull the same payroll information each day from when the payroll is opened up until the payment date as calculations or adjustments are made.
For current customers, this will cause data to be available sooner (right way a payroll is opened), which may require updates to current models that use this information.
Ideally, the API would support filtering using "Complete Date" but that is not an option.
Alternatives considered:
1) Switch to payment date but keep date range as is (last run up to now). (That would cause our data to be delayed by about a week, which isn't ideal)
2) Run resyncs on payroll complete date (far too much reprocessing of data).
-
Official comment
Hi Nicholas,
Thank you for the detailed write-up - this is really helpful context. You've correctly identified a known limitation with the "Based on Period End Date" criteria, and your use case (payroll closing after the period end date) is exactly the scenario where this causes data to be delayed or missing.
I'm looking into options to address this for your account and will follow up once I have more details from our engineering team.
Thanks for your patience.
Best,
Tom
Please sign in to leave a comment.
Comments
1 comment