delivered for clients · names withheldmigration ERP and HCM

PeopleSoft HCM to Workday migration

Moving from PeopleSoft HCM to Workday is mostly data, payroll and integration work. Oracle still supports PeopleSoft, so you pick the timing. We convert effective-dated history through repeated EIB loads, run parallel payroll until results match, rebuild interfaces, switch SailPoint, Entra ID or Okta to Workday as the HR source, then archive PeopleSoft.

  1. 01Data and dependency audit
  2. 02Foundation data mapping
  3. 03Conversion iterations
  4. 04Integrations and payroll
  5. 05Identity source cut-over
  6. 06Archive and decommission
case-study / peoplesoft-to-workday delivered
beforePeopleSoft HCM 9.2 afterWorkday HCM
01 · HR SYSTEM 02 · INTEGRATIONS 03 · CONSUMERS 04 · IDENTITY AND RECORDS Workday HCM: supervisory orgs · job profiles Workday HCM supervisory orgs · jobprofiles Workday Studio and Orchestrate: connectors · APIs Workday Studio andOrchestrate connectors · APIs Payroll and benefits: carrier feeds rebuilt Payroll and benefits carrier feeds rebuilt Finance and time systems: cost and hours Finance and timesystems cost and hours Data warehouse: reports moved off PeopleSoft Data warehouse reports moved offPeopleSoft SailPoint: Workday as HR source SailPoint Workday as HR source Entra ID: accounts · groups Entra ID accounts · groups PeopleSoft archive: retention · legal holds PeopleSoft archive retention · legalholds
01 · HR SYSTEM02 · INTEGRATIONS03 · CONSUMERS04 · IDENTITY AND RECORDS Workday HCM: supervisory orgs · job profiles Workday HCM supervisory orgs · job profiles Workday Studio and Orchestrate: connectors · APIs Workday Studio andOrchestrate connectors · APIs Payroll and benefits: carrier feeds rebuilt Payroll andbenefits carrier feedsrebuilt Finance and time systems: cost and hours Finance andtime systems cost and hours Data warehouse: reports moved off PeopleSoft Datawarehouse reports movedoff PeopleSoft SailPoint: Workday as HR source SailPoint Workday as HRsource Entra ID: accounts · groups Entra ID accounts ·groups PeopleSoft archive: retention · legal holds PeopleSoftarchive retention ·legal holds © Cohash · cohash.com
case file

The story

Told without the client's name or anything that could identify them.

what happened

A regional bank's HR team had already signed with Workday, and IT was asked what would break. Reports and downstream systems queried PeopleSoft tables such as PS_JOB directly, and identity governance still treated PeopleSoft as the source for joiners and leavers. We profiled job and compensation data, agreed with HR and legal how much effective-dated history would convert, and found the direct readers through database logs and service account reviews. Conversion ran as repeated EIB loads, payroll ran in parallel until results matched or each difference was explained, and SailPoint switched to Workday as its HR source on an agreed date before PeopleSoft was archived and shut down.

why it was urgent

Oracle isn't pushing anyone off PeopleSoft. Its support policy lists PeopleSoft HCM Premier Support through at least December 2037, and PeopleTools patches still come out. Workday puts out two feature releases a year, and 2026R2 has been in production since 19 September 2026. In October 2026 Workday also opened its developer program and its Extend AI agent tools.

problem statement
  • openEach PeopleTools upgrade means assembling a project team and freezing the calendar.
  • recurringReports and downstream systems query PeopleSoft tables such as PS_JOB directly.
  • blockedHR already signed with Workday. Now IT is being asked what will break.
  • openFor joiners and leavers, identity governance still treats PeopleSoft as the authoritative source.
architecture

The estate, before and after

before
before

Before: PeopleSoft at the center of HR data

Payroll, benefits and finance all drew from PeopleSoft HCM through interfaces, and reports queried its tables directly. SailPoint used it as the HR source for joiners and leavers.

Before: PeopleSoft at the center of HR data Payroll, benefits and finance all drew from PeopleSoft HCM through interfaces, and reports queried its tables directly. SailPoint used it as the HR source for joiners and leavers. 01 · HR SYSTEM 02 · CONSUMERS 03 · IDENTITY interfaces direct table reads interfaces joiner · leaver feed provision PS PeopleSoft HCM 9.2 PeopleTools upgradeprojects Payroll and benefits carrier feeds Reports and SQL queries read PS_JOB directly Finance and time systems cost and hours SP SailPoint PeopleSoft as HRsource Ex Entra ID accounts · groups © Cohash · cohash.com
01 · HR SYSTEM02 · CONSUMERS03 · IDENTITY PeopleSoft HCM 9.2: PeopleTools upgrade projects PS PeopleSoft HCM 9.2 PeopleTools upgrade projects Payroll and benefits: carrier feeds Payroll andbenefits carrier feeds Reports and SQL queries: read PS_JOB directly Reports andSQL queries read PS_JOBdirectly Finance and time systems: cost and hours Finance andtime systems cost and hours SailPoint: PeopleSoft as HR source SailPoint PeopleSoft as HRsource Entra ID: accounts · groups Entra ID accounts · groups interfaces direct table reads interfaces joiner · leaver feed © Cohash · cohash.com
after
after

After: Workday as the HR source for every system

Workday HCM feeds payroll, benefits, time and finance through Studio, Orchestrate, connectors and APIs, and reporting data lands in the warehouse. SailPoint reads identity events from Workday. PeopleSoft is just an archive now.

After: Workday as the HR source for every system Workday HCM feeds payroll, benefits, time and finance through Studio, Orchestrate, connectors and APIs, and reporting data lands in the warehouse. SailPoint reads identity events from Workday. PeopleSoft is just an archive now. 01 · HR SYSTEM 02 · INTEGRATIONS 03 · CONSUMERS 04 · IDENTITY AND RECORDS integrations pay and benefits time and finance reporting data joiner · mover · leaver provision WO Workday HCM supervisory orgs ·job profiles Workday Studio andOrchestrate connectors · APIs Payroll and benefits carrier feeds rebuilt Finance and timesystems cost and hours Data warehouse reports moved offPeopleSoft SP SailPoint Workday as HR source Ex Entra ID accounts · groups PeopleSoft archive retention · legal holds © Cohash · cohash.com
01 · HR SYSTEM02 · INTEGRATIONS03 · CONSUMERS04 · IDENTITY AND RECORDS Workday HCM: supervisory orgs · job profiles Workday HCM supervisory orgs · job profiles Workday Studio and Orchestrate: connectors · APIs Workday Studio andOrchestrate connectors · APIs Payroll and benefits: carrier feeds rebuilt Payroll andbenefits carrier feedsrebuilt Finance and time systems: cost and hours Finance andtime systems cost and hours Data warehouse: reports moved off PeopleSoft Datawarehouse reports movedoff PeopleSoft SailPoint: Workday as HR source SailPoint Workday as HRsource Entra ID: accounts · groups Entra ID accounts ·groups PeopleSoft archive: retention · legal holds PeopleSoftarchive retention ·legal holds integrations pay and benefits time and finance reporting data joiner · mover · leaver © Cohash · cohash.com
results

What the client got

What changed for the client once the work was done. Described, not scored: we don't publish client figures.

  1. result 01

    Workday drives joiners, movers and leavers

    SailPoint takes its HR data from Workday now. Before the switch we compared identity attributes against the old PeopleSoft feed, which is why leavers still lose access on time.

  2. result 02

    No system reads PeopleSoft tables

    Every report, interface and SQL query that read PeopleSoft directly was moved to Workday, an integration or the warehouse before cut-over.

  3. result 03

    Converted history reconciles to the source

    Headcount, pay and history were reconciled after every tenant build, with errors fixed in the source data instead of patched in load files.

  4. result 04

    Pay results match, or the difference is explained

    We ran parallel payroll through month-end, quarter-end and special pay events, and recorded a reason for every difference that remains.

  5. result 05

    PeopleSoft history stays available after shutdown

    History is exported for retention and legal holds, remaining reports live in Workday or the warehouse, and the PeopleSoft environments are gone.

what can go wrong

Risks we plan for

  1. History scope creep

    Converting every effective-dated row makes each load slower and harder to reconcile. Agree early what converts and what goes to an archive people can still query.

  2. Payroll differences

    Small rounding, accrual or retro rules can change net pay. Parallel runs need enough cycles to cover month-end, quarter-end and special pay events.

  3. Hidden direct readers

    Systems that query PeopleSoft tables break silently at cut-over. They're found through database logs and service account reviews, because interviews miss them.

  4. Broken leaver process

    If the identity feed moves late or maps termination dates differently, leavers keep access. Identity testing belongs in the main test plan.

ai in this move

Where AI helps, and where it needs guardrails

Workday has agents now, so scope them tightly. Extend AI has generally available Developer Agent, Custom Agents and Agent-Ready Tools, and the Anthropic partnership connects Developer Agent to Claude. Any agent reading worker data gets its own integration system user, with security groups that cut it down to the fields it needs. Pay and personal data stay out of agent scope unless someone has a clear reason.

forward deployed engineers →
you keep

What you're left with

We write these for your setup, and they're working documents. Your team should be able to keep things running from them long after we've gone.

  • document01

    History conversion scope agreed with HR and legal

    yours to keep
  • inventory02

    Foundation data mapping workbook

    yours to keep
  • report03

    Conversion reconciliation reports per tenant build

    yours to keep
  • tests04

    Integration inventory with Workday designs and test results

    yours to keep
  • runbook05

    The identity source cut-over plan. It comes with an attribute comparison against the old PeopleSoft feed.

    yours to keep
  • plan06

    PeopleSoft archive and decommission plan

    yours to keep
field notes

Learn the background

Terms from this page in plain English. If you want the why, the field note behind it is right there.

01Service account
A non-human account that software signs in with. Shared ones tend to pick up years of extra permissions.in context →
02Rules
The JavaScript snippets Auth0 used to run at login. Someone would write one to add a role to the token or block a sign-in, and each one ran after the last.in context →
03tenant
Your company's Microsoft account. Every environment draws on one shared pool of storage, so a bloated test copy hits everyone.in context →
04Premier Support
The first stage of Oracle's support policy. You get CPU patches here and in Extended Support, which you pay extra for. Once both end, the patches stop coming.in context →
05Identity governance
The tools and process that decide who should have what access, grant and remove it as people join, move and leave, and prove it to auditors. Often shortened to IGA.in context →
Time to get under Copy, restoreblocked Sandboxadmin-only Sandboxdisabled Day 0 Day 90
field note · 15 min · 3-question check Dynamics 365 storage limits start to bite on 9 November: what gets blocked, how to get out the ideaGo over capacity and a clock starts. Production stays open, sandboxes don't. read the note
talent and delivery · workday hcm

Certified engineers, wherever you need them.

Some clients want a project team, some want a couple of engineers on theirs. Either works. Onsite, nearshore or offshore, with handovers across time zones that keep things moving.

Onsite

Engineers at your sites in the US

Nearshore

Overlapping hours with US teams

Offshore

Overnight progress on your backlog

All time zones

Coverage handed over across time zones

24-hour coverage · US Central time
OnsiteUS business hours
Nearshoreoverlapping US hours
Offshoreovernight progress
Combinedhandover, not hand-off
01We've signed with Workday. What part of the program would Cohash take on?

Usually data conversion, integrations, the identity feed, reporting moves and PeopleSoft decommissioning, working beside the team configuring Workday. We can also staff Workday integration developers and data analysts on contract or contract-to-hire.

02How much history should we convert?

It depends on legal retention rules, how far back HR's reports actually look and how clean the old data is. Many teams take a few years of job history across and archive the rest in a store people can query.

03What drives the cost?

Countries and pay groups first. After that, integration count, data quality, history scope and the number of parallel payroll cycles the business wants.

04Is Oracle ending PeopleSoft support, or can we stay?

You can stay. Oracle's lifetime support policy lists Premier Support for PeopleSoft HCM 9.2 through at least December 2037, and PeopleTools patches keep coming. Nothing forces the move. If you go to Workday, it's because the business chose it, and that leaves time to plan the conversion properly.

05Workday or PeopleSoft, what changes for IT after the move?

PeopleTools upgrade projects go away, and Workday's two feature releases a year arrive on Workday's calendar. Anything that queried PeopleSoft tables directly, such as PS_JOB, has to move to Workday reports, an integration or the warehouse before cut-over. The identity feed changes source as well, so test leavers early.

fact-checked Checked against vendor and official documentation last checked 2026-10-20 content fingerprint 9593ce5e
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next step

Planning this move?

A 30-minute working session with a senior engineer. No slides.

useful to bring
  • The platform and the version you're on
  • Where you need to get to, and by when
  • What's custom: rules, plugins, integrations
  • Any audit finding or deadline driving it