Full transfer
Migrate student records, academic structure, and financials from PeopleSoft Campus Solutions to Workday Student, with the term and program history Workday expects.
Campus Solutions and Workday Student model the academic world differently — terms, programs, plans, and student groups don't map one-to-one. The migration has to carry academic structure and effective-dated student history across intact, or advising, financial aid, and reporting land broken. This transfer sequences the conversion so history is preserved and reconcilable.
A working piece from this integration — no sign-up. The full build handles the edge cases, safeguards, and cutover.
// PeopleSoft → Workday Student: Student Academic Record Payload // POST to Workday Student Integration API /ccx/api/v1/students { "studentId":"1000000123", // PS_PERSON.EMPLID "externalStudentId":"PS_" + EMPLID, // Preserve PeopleSoft ID "legalName": { "firstName":"JAIME", // PS_PERSONAL_DATA.FIRST_NAME "lastName":"RIVERA-MENDEZ", // PS_PERSONAL_DATA.LAST_NAME "preferredName":"JAIME"}, "academicRecords": [ { "academicCareer":"UGRD", // PS_STDNT_CAR_TERM.STDNT_CARRIER "program": { "programCode":"BS-CS-2024", // PS_ACAD_PROG.PROGRAM "catalogYear":"2024", "admitTerm":"2024 Fall", // PS_ACAD_PROG.ADMIT_TERM "status":"Active"}, "enrollmentTerms": [ { "term":"2024 Fall", // PS_STDNT_CAR_TERM.STRM "enrollmentStatus":"F", // PS_STDNT_ENRL.ENRL_STATUS = 'E' "enrolledCredits":15.0, // Sum(PS_STDNT_ENRL.UNITS) "courses": [ { "courseCode":"CS101-01", "grade":"A"} // PS_CLASS_TBL + PS_STDNT_ENRL ] } ], "financialInfo": { "financialAid":true, "totalAwarded":12500.00, // PS_STDNT_AWRD.AMOUNT "giftAid":8500.00, "loans":4000.00} } ] }
How we'd take this from discovery to a production-safe cutover — the phases, the canonical mapping, and the edge cases that bite.
This implementation pathway governs the migration of student records, academic history, and related data from PeopleSoft Campus Solutions into Workday Student, preserving term-by-term enrollment, program progression, and financial obligations in a structure Workday's academic model expects.
PS_INSTALLATION, PS_ACAD_ORG_TBL, and PS_TERM_TBL to enumerate institutions, academic careers, and active terms. Profile record counts in PS_STDNT_CARTR, PS_ACAD_PROG, and PS_ENROLLMENT. Document any custom fields added via PS_CUSTOM_FIELD_DEF or extended-row inserts.STRM), and Academic Programs using the Student Mgmt → Academic Structures workspace. Load Workday-supplied integration system user credentials and confirm API/auth scope.EMPLID → Workday Student ID; ACAD_CAREER → Academic Career Reference; PROG_STATUS → Academic Program Status; and financial charges from PS_ITEM → Workday Student Financial Obligation. Use EIB (Enterprise Interface Builder) or Workday Studio for the integration flow.PS_PERSONAL_DATA, PS_NAMES, PS_ADDRESSES, and academic history. Transform via middle-tier service; load into a Workday staging tenant. Run row-count reconciliation and sample record review against source totals.EMPLID entries, missing required Workday fields (e.g., Date of Birth, Gender), inactive program records where EFF_STATUS = 'I', and orphaned enrollment rows where ENRL_STATUS does not match STDNT_CARTR. Load remediation batches back through the ETL.PS_CLASS_MNGMT, and account balances. Use Workday报告 to compare against PeopleSoft SSRs.Academic Record Publish batch, and validate enrollment counts match PeopleSoft's final snapshot. Set PeopleSoft to read-only at T-0.StudentAcademicProgram and StudentEnrollment objects against the frozen PeopleSoft clone. Address any mis-mapped program actions (ADVISOR, MATR, WITHDRAW).| PeopleSoft Entity / Field | Workday Object / Attribute | Notes |
|---|---|---|
PS_PERSONAL_DATA.EMPLID | Student.Student_ID | Primary key; preserve leading zeros. |
PS_STDNT_CARTR.STM | AcademicPeriodReference | Map PeopleSoft term codes (e.g., 2281) to Workday Academic Period IDs. |
PS_ACAD_PROG.ACAD_CAREER | AcademicCareerReference | UGRD, GRAD, NSTD, RSPN. |
PS_ENROLLMENT.ENRL_STATUS_CODE | StudentEnrollment.Status | E=Enrolled, D=Dropped, W=Withdrawn; verify status-date alignment. |
PS_STDNT_CARTR.UNT_TAKEN | AcademicRecord.Total_Units_Attempted | Cumulative; recalculate from PS_CLASS_MNGMT if historical rounding exists. |
PS_ITEM.ITEM_AMT | StudentFinancialObligation.BalanceAmount | Migrate open items only; cleared items to PaymentHistory. |
PS_DEGREES.DEGREE | DegreeConferredReference | Conferred degrees only; in-progress plans stay in AcademicProgram. |
PS_ADVISOR.ADVISOR_ID | AcademicAdvisorWorkerReference | Link to Workday worker; skip if advisor is not yet provisioned in tenant. |
PS_STDNT_CARTR but without a finalized grade must be loaded with status Active and a placeholder of Grade_Entry_Pending to avoid enrollment-verification failures downstream.PS_ENROLLMENT; map them explicitly from PS_CLASS_MNGMT where UNT_CRED = 0.EFFDT on PS_ACAD_PROG falls within the current term, create a Workday ProgramChangeEvent rather than two separate enrollment records.PS_SEVIS_DATA fields (I-20, visa type) have no direct Workday analog; map to Custom_International_Student_Data extended attribute or omit if compliance team will re-enter manually.HOLD_ID in PS_HOLD爬 must load into Workday before enrollment records; otherwise enrollment publishes and then immediately triggers a hold violation.EMPLID for the same individual (e.g., re-admit). Merge into a single Workday Student with multiple AcademicProgram entries; suppress the duplicate StudentID.Make the cutover reversible by retaining a point-in-time PeopleSoft snapshot as read-only extracts in compressed CSV/gzip under versioned object paths (e.g., /archive/ps_cs/{snapshot_date}/). Before switching, run a hash-diff comparing record counts and a 1% sample of field-level checksums between the final Workday load and the clone. Set a rollback trigger: if Workday enrollment totals deviate more than 0.5% from the PeopleSoft snapshot, pause the domain cutover, investigate the delta batch, and re-load before declaring go-live complete. Confirm all downstream systems (financial aid, bursar, transcript) have validated their Workday data reads before closing the PeopleSoft read-access window.
Reading the reference is free. Delivering it under liability — with the safeguards that keep production running through the cutover — is what we do.