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Administrator Guide
Last Updated: 2023-06-23
Create Work Status Rule Sets

Create Work Status Rule Sets

Security:
Set Up: Period Reporting
 domain in the Academic Faculty functional area.
Work status rule sets define the logic for determining an appointee's work status on these appointee work status reports:
  • Appointee Work Status by Period
  • Work Status for Academic Unit
  • Appointee Work Status
     (on the academic unit profile)
  • Period Work Status
     (on the worker profile)
You must define rule sets for each type of work status evaluation you want to report on with the appointee work status reports. You can document basic leave policy eligibility guidelines as part of your work status rule sets.
Examples:
  • Simple active or on leave.
  • Active periods for sabbatical eligible appointees.
  • Work history for tenure eligible appointees.
Rule sets must focus on 1 evaluation purpose - do not attempt to mix purposes. Example: sabbatical and tenure.
You use Workday-defined appointee work status rules to build your work status rule sets. Access the
View All Work Status Rules
 report for a complete list of available work status rules when designing your work status rule sets.
You can specify rule sets for specific academic units or all academic units and determine the default rule set to use on the
Period Work Status
 worker profile report.
Workday processes the rules in the order you configure on the rule set. The appointee work status assigned on the report is always the first rule in the set that is satisfied.
  1. Access the
    Maintain Work Status Rule Set
     task.
    Create or edit a work status rule set. You have the option to create a new rule set from a copy of an existing one to save time.
  2. As you complete the task, consider:
    Field
    Description
    Default Rule Set
    Select to use this work status rule set for the
    Period Work Status
     report on the worker profile. You can define:
    • 1 default rule set for unrestricted rule sets.
    • 1 default rule set per academic unit.
    To make another rule set the default, you must first clear the
    Default Rule Set
     check box on the current rule set.
    Leave Eligibility
    These details display on the appointee work status reports to help you evaluate whether or not the appointee is or will be eligible for sabbatical leave. They have no impact on the work status evaluation logic.
    Work Status
    Automatically populates with a suggested name for the work status.
    Work Status Rule
    Associate 1 work status rule with a
    Work Status
    .
When you run an appointee work status report, Workday uses the rules in the rule set to determine the appointee’s work status for each period on the report. If none of the rules in the rule set are satisfied, Workday sets the appointee's work status to
No Data
 on the report.
Use the:
  • View Work Status Rule Set
     report to view the work status rule sets you have configured.
  • Maintain Period Reporting Calendar
     task to create period reporting calendars for the appointee work status reports.