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Administrator Guide
Last Updated: 2023-06-23
Example: Add Leave Entitlement Overrides to Leave Requests

Example: Add Leave Entitlement Overrides to Leave Requests

This example illustrates how to:
  • Add the
    Leave Entitlement Override
     field as an additional field on a leave type to enable managers or workers to override the worker's original leave entitlement.
  • Set a default value for the leave entitlement override calculation in Workday when workers or managers don't enter a value on the leave request.
You want to configure your
Compassionate Care
 leave type so that workers can specify a leave entitlement override when they request leave of absence for this leave type. Example: Your organization might enable workers to share entitlements with partners who don't work in the organization. When workers don't specify a leave entitlement override, you want to specify a default value of 90 units.
Create the
Compassionate Care
 leave type for the
Family Leave
 leave family.
  1. Add the
    Leave Entitlement Override
     field to the leave type.
    1. Access the
      Edit Leave Type
       task.
    2. Select
      Leave Family> Family Leave> Compassionate Care
       from the
      Leave Type
       prompt.
    3. On the
      Additional Fields
       tab, add a row with the
      Leave Entitlement Override
       field.
    4. Click
      OK
      .
  2. Create a calculated field that uses the
    Leave Entitlement Override
     value in the leave request to calculate the leave entitlement.
    1. Access the
      Create Calculated Field
       task.
    2. As you complete the task, consider:
      Field
      Value
      Field Name
      Leave Entitlement Override >0
      Business Object
      Leave Request Event
      Function
      True/False Condition
    3. On the
      Calculation
       tab, create the condition rule:
      And/Or
      Field
      Operator
      Comparison Type
      Comparison Value
      And
      Leave Entitlement Override
      greater than
      Value specified in this filter
      0
    4. Click
      OK
      .
  3. Create a calculated field that uses a default value when the leave entitlement override isn't greater than zero.
    1. Access the
      Create Calculated Field
       task.
    2. As you complete the task, consider:
      Field
      Value
      Field Name
      Leave Override if > 0 Else 90
      Business Object
      Leave Request Event
      Function
      Evaluate Expression
    3. On the
      Calculation
       tab, enter these values:
      Field
      Value
      Field Type
      Numeric
      Default Value
      90
      Condition
      Leave Entitlement Override > 0
      Return Value If Condition is True
      Leave Entitlement Override
    4. Click
      OK
       and
      Done
      .
  4. Change the leave type to use the new calculations.
    1. Access the
      Edit Leave Type
       task.
    2. Select
      Leave Family> Family Leave> Compassionate Care
       from the
      Leave Type
       prompt.
    3. Click
      OK
      .
    4. On the
      Balance/Leave Taken
       tab, in the
      Leave Entitlement
       section, select
      Leave Override if > 0 Else 90
       from the
      Entitlement Units (Calculation)
       prompt.
    5. Click
      OK
       and
      Done
      .
Workers can enter the leave entitlement override as additional information when they request leave of absence for this leave type. Workday uses this information to calculate the total leave entitlement or uses the default value when workers leave the override field blank.