Example: Set Up Supplemental Sick Leave at Reducing Rates of Pay
This example illustrates how to configure cascading leave of absence to streamline moving workers from paid to supplemental and unpaid leave.
When workers go out on leave of absence, such as long-term sick leave, your company offers them paid or supplemental sick leave entitlements at reducing rates of pay. When they use up all of their paid leave, Workday cascades them to unpaid leave. You want to set up cascading leave to streamline the process, using a rolling forward balance calendar.
Define these FMLA leave types, making all either position-based or worker-based:
- 100% Supplemental Sick Leave
- 60% Supplemental Sick Leave
- Unpaid Sick Leave
Security: These domains in the System functional area:
- Custom Field Management
- Business Process Administration
- Manage: Business Process Definitions
- Set Up: Tenant Setup - BP and Notifications
Set Up: Leave of Absence
domain in the Time Off and Leave functional area.- Access theCreate Calculated Fieldtask.Create a true/false condition that determines whether the worker has more than 5 years of service.
- Enter these values:FieldValueField NameYears of Service > 5 yearsBusiness ObjectWorkerFunctionTrue/False Condition
- ClickOK.
- Select these values on theCalculationtab:FieldValueAnd/OrAndFieldLength of Service in Months from Benefits Service DateOperatorgreater thanComparison TypeValue specified in this filterComparison Value60
- ClickOK.
- ClickCreate Another Calculation.Create a calculated field that evaluates the supplemental sick leave entitlement. If theYears of Service > 5 yearscondition is true, the supplemental sick leave entitlement for the worker is 10 days.
- Enter these values:FieldValueField NameSupplemental Sick EntitlementBusiness ObjectWorkerFunctionEvaluate Expression
- ClickOK.
- Select these values on theCalculationtab.FieldValueField TypeNumericDefault ValueZero
- Add a row with these values:FieldValueConditionYears of Service > 5 yearsReturn Value If Condition Is True10
- ClickOKandDone.
- Set up the next leave to cascade to when workers use up all of their entitlement for the current leave.
- Access theEdit Leave Typetask.
- Select the leave type. Example:100% Supplemental Sick Leave.
- On theBalance/Leave Takentab, select theTrack Balancecheck box.
- Configure the leave type to use a rolling-forward balance calendar. Enter these values:FieldValueBalance Start DateLeave Balance Calendar - Effective Date (First Day of Leave)Balance Calendar End DateLeave Balance Calendar - Effective Date (First Day of Leave) plus 12 monthsUnit of TimeDaysCalendar DisplayDo not show balance
- In theLeave Entitlementsection, forEntitlement Units, select theCalculationoption, and select the newSupplemental Sick Entitlementcalculated field.
- In theLeave Takensection, forDays to Include, selectAll Days.
- On theCascading Leavetab, select60% Supplemental Sick Leavefrom theNext Leave Typeprompt.
- Repeat Steps 3a to 3f to configure the60% Supplemental Sick Leavetype in the same way.
- On theCascading Leavetab, selectUnpaid Sick Leavefrom theNext Leave Typeprompt.
- ClickOK.
- Edit theRequest Leave of Absencebusiness process. Add theAutomated Leave Processingservice step after the completion step.
- From the related actions menu, select .
- Add a new row with these values:FieldValueOrdercTypeServiceSpecifyAutomated Leave Processing
- ClickOK.
- Add a step delay on theAutomated Leave Processingservice step to determine when automated leave processing should:
- Return workers from their current leave.
- Initiate theRequest Leave of Absencebusiness process to cascade them to the next leave.
- From the related actions menu of the step, select , and clickOK.
- ForDelay Is Based On, select theFieldoption, and then selectLast Date of Entitlement or Estimated Last Day or Actual Return Date.
- To enable Workday to recalculate the step delay for corrected leaves, select theRecalculate Delay upon Correctcheck box.
- ClickOK.
- Configure the user to use as the processing user for delayed steps.
- Access theEdit Tenant Setup - Business Processestask.
- Select a user from theUser for Business Process Time Delay Background Processesprompt.To calculate the entitlement correctly, the processing user needs access to all of the fields in the calculation. This step isn't necessary when all fields in the calculation are secured toPublic Reporting Itemsin the Tenant Non-Configurable functional area. Because theLength of Service in Months from Benefits Service Datefield is secured toWorker Data: Current Staffing Informationin the Staffing functional area, you need to select a processing user who has access to this domain. Workday uses the processing user that you select for all delay steps. Before you select this user, consider the impact of this decision on delay steps on other business processes.
- Test the configuration.
- Access theManage Absencereport.
- ClickSwitch Worker, select a worker, and clickOK.
- Enter these values:FieldValueFirst Day of Leave2022-04-01Estimated Last Day of Leave2022-04-15Leave Type100% Supplemental Sick LeaveNote that the worker has a 10-day entitlement.
- ClickSubmit.
- In the pop-up window, clickView Details.
- Expand theDetails and Processsection. On theProcesstab, verify that Workday delays theService: Automated Leave Processingstep by 10 days, based on the worker's years of service, until 2022-04-10.
- Access theJob Profilefor the worker after 2022-04-10.
- On theWorker Historyreport, verify that:
- The automated Leave Return request event for the worker occurs on the correct date.
- Workday places the worker on a new leave the next day.
- Drill into the original leave request event. On theProcesstab, verify that theService: Automated Leave Processingstep completed on the expected date.
- Drill into the automated Leave Return request. On theDetailstab, verify that Workday returned the worker from supplemental sick leave on the correct date (2022-04-10).
- Drill into the cascaded Leave Request Event. On theDetailstab, verify that Workday cascaded the worker to the correct:
- Leave Type:Example:60% Supplemental Sick Leave.
- First Day of Leave:Example: 2022-04-11.
- Estimated Last Day of Leave:Example: 2022-04-20, based on the remaining units that the worker has for60% Supplemental Sick Leave.