Conditional checking based on a list of eligible values

Task: View Conditional Calculation

Task: View Logic Calculation

Task: View Instance Set Comparison Calculation

Assuming you have requirements to check two different fields to determine accruals quota, we can use Conditional Calculation combined with Logic Calculation.

In the third row, we have an example to check Pay Grades between 6 to 14 and Years of Service needs to be more than 6 years.

Drilling down, we can break this down using a Logic Calculation for each parts.

For the Years of Service more than 6 years, we can use a simple Value Comparison Calculation.
For the list of eligible values, we can link it to a Instance Set Comparison Calculation.

In the Instance Set Comparison Calculation, we can list out all the eligible values.

Retrieve or Download an EIB Template

Task: View Integration System

Firstly type view int sys to go to the View Integration System screen. Then search for the EIB name and select it. Go to Actions > Template Model > Generate Spreadsheet Template

If the EIB has filters enabled, you will be able to check Generate Template with Data and then click Submit. Otherwise, just click Submit and the request will run in the background.

Once it's completed, a notification will appear and you can download it.

Open the EIB in MS Excel

Mid Year hired employee and accruals based on month joined

Tasks: Edit Time Off Plan

If the employee joins the company during the mid of  the year, usually the Absence quota will be lesser accordingly. If the number of days is given based on a lookup table, we can set it up like this.

We need to setup another accrual and for the scheduling we can use a Workday delivered Scheduling: Worker Hired Mid-Period

Let's say if employee joins on: 
February = 10 Days
March     = 9 Days
April        = 8 Days
May        = 7 Days
June       = 6 Days
etc....

Create the lookup table that matches the logic required. The Numeric Search Criteria chosen is detecting a Workday delivered Month: Worker Hire Date - Month

Link the lookup table above in Lookup Calculation. 

Absence Accruals based on Years of Service and accrues in January each year

Task: Edit Time Off Plan

Assume you have a requirement to accrue employee's absence quota during January, beginning of the calendar year. The other requirement is that the quotas given is dependent on the Years of Service of the employee.

As per screenshot below, in the Accrued in Period field, only period 01/01/2019 - 31/01/2019 has accruals.

You need to setup accruals and assign it to the Time Off Plan

Drilling down the Accrual, you will need to setup the calculation and the Scheduling.

There were 2 logic here setup in the Scheduling field:

1. We want to set an effective date beginning January 01, 2019 onwards

2. We want to schedule this on every January

Setup a Value Comparison Calculation and enter Period: Period Start Date is greater than or equal to January 1, 2019

We can use a Workday delivered Value Comparison Calculation Scheduling: Period End Date Month = 01 (January) to schedule this every January.

Next, drilling down the Calculation under the Accrual, we setup the number of days to be given.

0 - 4 years     = 10 Days
5 - 9 years     = 13 Days
10 - 19 years = 17 Days
> 20 years     = 20 Days

Assume we have a requirement based on the above table and the lookup table has been setup, we need to setup a Lookup Calculation to link it to this lookup table. On the first column, we can link it with the lookup table above that was setup. On the next column, we identify how to get the search value.

We are using the Worker's Continuous Service Date compare it with Calendar Year's Last Date and using the Interval Year to only obtain the Year value. For example, employee joins on 11/09/2016 and current period is Oct/2019. Workday will use 11/09/2016 vs 31/12/2019 and calculates 3 year and 3 months, but will only return the year value which is 3.

Absence: 2 days per year quota

Tasks: View Accrual
Tasks: View Conditional Calculation
Tasks: View Value Comparison Calculation

Assuming you have a requirement to allow 2 days maximum per year for a particular Time Off Type. In the Time Off Plan, under Accrual, we'll need to add a Conditional Calculation.

The Conditional Calculation would provide the logic to set the quota as 2 days and setting that result into the Time Off Total.

Further drilling down the Conditional Calculation will allow you to configure the Value Comparison Calculation where you can use the Time Off Total less than or equal to 2.

Accruing Birthday Leave on the birthday month

Task: View Accrual
Task: Edit Value Comparison Calculation

To accrue only in the month of the employee's birthday, we could configure in the Accrual section a Value Comparison Calculation in the Scheduling field. In the calculation field we can set an additional effective date, for example, 1-Jan-2018 by adding a conditional calculation comparing Period Start Date greater than or equal to January 1, 2018.

In the Value Comparison Calculation, we can compare the month of the Period Start Date with the Month of the Worker's Date of Birth.

Maintain Compensation Basis

Tasks: Maintain Compensation Basis

This screen allows you to add a new compensation basis where you can configure which salary plan, bonus plan, allowances, benefit plans, to be added to the compensation basis. This custom compensation basis can be shown in the Compensation screen of the employee next to the Workday delivered "Total Salary & Allowances" and "Total Base Pay".

In this screen, it is important to configure the eligibility rules to ensure only the intended population will see the new compensation basis or totals. Use the Ranking field to control which compensation basis should appear.

Configure Guided Tours

Tasks: Configure Guided Tours

This task allows you to configure field level help text or guides. It will present itself as a question mark icon next to the field. Upon clicking on it, a popup text box will appear to present more information to the user.

Configuration is very simple and only require 3 inputs. You need to first select the right Business Process. Then you need to tick the Enabled checkbox, enter the Title and the Text required.

You can also add a External Link. Before you add it in this screen, you should first define the link using Tasks: Maintain Quicklinks