Steps: Set Up the Absence Calendar Experience
You can set up the Absence Calendar Experience to enable:
- Workers to request time off and leave of absence on desktop and mobile.
- Managers and administrators to manage absence requests.
- Edit Business Processes.Configure these Absence business processes in the Time Off and Leave functional area:
- Correct Time Off
- Request Leave of Absence
- Request Return from Leave of Absence
- Request Time Off
- Add security groups to the initiating actions on these business process security policies:
- Correct Time Off
- Request Leave of Absence
- Request Return from Leave of Absence
- Request Time Off
- (Optional) Specify how to display leave-entitlement balances when using the Absence Calendar Experience. For each leave type:
- Access theEdit Leave Typetask.
- On theBalance / Leave Takentab, select a display option from theCalendar Displayprompt.
- (Optional) Configure Absence Type Groups.You can group together similar types of time offs, leave types, or absence tables, when submitting an absence request.
- (Optional) Set up segmented security for time off and leave types on these domains:
- Access Leave Type (Segmented)
- Access Time Off (Segmented)
- (Optional) On the Home page, add these tasks to any existing worklets or dashboards you're using:
- Manage Absence
- Request Absence
View All Appssection of the Home page to provide faster access from the Global Navigation Menu. See: - (Optional) Access theEdit Tenant Setup – HCMtask.In theTime Offsection, select either of these default values forBalances as of date in the New Absence Calendar Experience:
- As of end of calendar year
- As of today
- (Optional) Configure the visibility of the absence balance view,Request Absencemicro calendar, orCommentfield when users request time off. See theRequest Absence micro calendar,View Balances link, andCommentoptions in Enter Time Off Requests.
- (Optional) Configure any help text as needed:
- You can set up help text for steps in theCorrect Time Off,Request Leave of Absence, andRequest Time Offbusiness processes by selecting from the related actions menu of the business process definition. Workday displays the help text in theRequest Absencemicro calendar based on the type of absence and the respective business process. Example: When you correct a time off request, we display help text from theCorrect Time Offbusiness process. See Steps: Configure Business Process Definitions.
- To set up help text on theManage Absencecalendar:
- Access theMaintain Manage Absence Calendar Help Texttask (secured to theSet Up: Leave of AbsenceandSet Up: Time Offdomains).
- Select a condition rule and enter the help text.
The list of condition rules are the help text condition rules created on the business process. You can:- Create help text condition rules from the related actions menu of the business process. Select . From theConditionprompt, selectCreate Help Text Condition Rule.
- You can optionally translate the help text into any target language enabled in your tenant by accessing theTranslate Business Objectreport (secured to theData Translationdomain), and from theTranslatable Business Objectprompt, selectingManage Absence Help Text.
- (Optional) Create custom labels to replace any of these terms that your organization doesn't use:
- Absence
- Leave
- Time Off
You can use custom labels to replace them with an alternative that's appropriate for your organization. See:
Managers can:
- Request time off and leave for a worker using theManage Absencereport or theRequest Absencetask.
- Correct worker absence requests using theManage Absencereport.
Workers can:
- Request time off and leave using theManage Absencereport or theRequest Absencetask.
- Correct time off using theManage Absencereport.