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Administrator Guide
Last Updated: 2023-06-23
Create Period Reporting Calendars

Create Period Reporting Calendars

Security:
Set Up: Period Reporting
domain in the Academic Faculty functional area.
Use this task to set up the choices available for the
Reporting Calendar
prompt on these appointee work status reports:
  • Appointee Work Status by Period
  • Work Status for Academic Unit
You can create multiple period reporting calendars to meet your various work status reporting requirements, such as:
  • Different levels of granularity for each period's date range.
  • Leave out summer periods.
  • Different calendars apply to the professional school.
  • Yearly periods for tenure and academic periods for sabbatical.
Configure calendars for specific academic units or all academic units and determine the default calendar to use on the
Period Work Status
worker profile report.
  1. Access the
    Maintain Period Reporting Calendar
    task.
    Create or edit a period reporting calendar. You have the option to create a new reporting calendar from a copy of an existing one to save time.
  2. As you complete the task, consider:
    Field
    Description
    Default Calendar
    Select to use this calendar for the
    Period Work Status
    report on the worker profile. You can define:
    • 1 default calendar for unrestricted calendars.
    • 1 default calendar per academic unit.
    To make another calendar the default, you must first clear the
    Default Calendar
    check box on the current default calendar.
    Academic Period
    Select an academic period to automatically populate the
    Start Date
    and
    End Date
    fields. You can override these dates.
    Evaluation Constraint
    Select the date evaluation logic to use when evaluating an appointee's work status for the period:
    • Any Date in Range
      : When the appointee matches the work status rule on any date in the period date range, Workday assigns a status to the appointee.
    • Use Start Date
      : Evaluates the appointee's work status as of the period start date only.
Use the:
  • View Period Reporting Calendar
    report to view the calendars and periods you have configured.
  • Maintain Work Status Rule Set
    task to create work status rules for the appointee work status reports.