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Administrator Guide
Last Updated: 2023-06-23
Create Employee Eligibility Rules

Create Employee Eligibility Rules

Security:
Set Up: Effort Certification
 domain in Core Payroll functional area.
An effort certification eligibility rule defines a population of employees whose effort you want to certify. It enables you to run effort certification for a population of employees rather than specific employees. When you initiate effort certification without specifying employees, Workday uses the eligibility rule in your effort certification type to determine whose efforts to certify.
  1. Access the
    Create Effort Certification Eligibility Rule
     task.
  2. As you complete the task, consider:
    Option Description
    Copy Condition from Rule
    To avoid creating rule conditions from scratch, you can select an existing eligibility rule to populate the rule conditions grid with conditions from that rule. You can then modify the rules to define your employee population.
    Rule Conditions
    Specify the payroll conditions that identify the employee population for this rule.
    Example:
    To create a rule for professors and research associates, set:
    • Source External Field or Condition Rule
      :
      Job Profile
    • Relational Operator
      :
      in the selection list
    • Comparison Type
      :
      Value specified in this filter
    • Comparison Value
      :
      • Professor
      • Research Associate
Workday creates an eligibility rule for a population of employees that need effort certification. You can now select this eligibility rule in your effort certification type to define the default population of employees to certify.