Steps: Set Up Absence Thresholds
Security:
Set Up: Absence Threshold Schedule
domain in Time Off and Leave functional area.Specify and track the threshold for the total number of workers who can take an absence, as well as the total number of hours available to workers. You can configure thresholds for a given day.
- Access theEdit Tenant Setup - HCMtask.
- SelectDisplay Absence Thresholdsin theTime Off: Thresholdarea.You can configure when thresholds display to your workers. You can also display the thresholds as a percentage, number, or threshold name.
- Access theCreate Absence Threshold Scheduletask.
- As you complete the task, consider:FieldDescriptionDisplay NameEnter a name for the absence threshold that displays to your workers on their calendars and validation messages.By OrganizationYou can only create and edit absence threshold schedules for the organizations to which you have security permissions.Validation SeverityTheWarningoption displays a warning to a worker when the worker’s time off request exceeds the threshold quantity. Select this option if you want workers to proceed even when the request exceeds the threshold quantity.TheCriticaloption displays an error to a worker when the worker’s time off request exceeds the threshold quantity. Select this option if you want to prevent workers from requesting time off when the request exceeds the threshold quantity.Unit TypeSelectHeadcountto define the number of workers that are out of the office before you reach the absence threshold.SelectHoursto configure the collective total hours of absence before you reach the threshold.Absence Types with Threshold ValidationsTime off and absence tables included in the absence threshold count towards the threshold. Threshold validations display if workers request a time off against any of the types in this field after they exceed or meet the threshold.Absence Types without Threshold ValidationsTime off, absence tables, and leave types included in the absence threshold count towards the threshold. Workday doesn't display threshold validation if workers request time off or leave against any of the types in this field even if they exceed or meet the threshold.Set Daily QuantityThis field displays with a default value of zero when you select theUnit Type. If you don’t edit the value in this field, Workday selects theNo Threshold Limitcheck box for all days of the week.Threshold QuantityEnter your threshold quantity of workers, or hours, for the appropriate days of the week.
- (Optional) Enter an override if necessary. Example: You set up a threshold of 4 headcounts for all days. On December 22 and 23, you want to ensure that there are more staff available so you set the threshold for those days to 2.Users with unconstrained security access can update all fields on absence threshold schedules with a start date, end date, or both in the past. Users with constrained security can rename, and add override dates to, absence threshold schedules with a start date in the past and end date in the future. However, if the end date is also in the past, users with constrained security can only update theNameandDisplay Name.
Run the
All Absence Threshold Schedules
report to view the configuration for each schedule.Run the
View Absence Threshold Results
report to view details of absence threshold schedules by organization within a date range.Access the
Copy Absence Threshold Schedule
task to clone your threshold schedule.Access the
Delete Absence Threshold Schedule
task to delete threshold schedules.