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Last Updated: 2024-03-08
Example: Count Absence Occurrences in the Current Balance Period

Example: Count Absence Occurrences in the Current Balance Period

This example illustrates how to create a calculation for a quantity-per-occurrence value on an absence table tier. The calculation counts the absence occurrences that fall within or span the balance period for the time off plan as of the occurrence start date. The calculation determines the quantity based on that number.
Global Modern Services applies different waiting periods to paid sick time off plans depending on the country. Their
Ireland Sick Time Off
 absence table configuration includes a waiting period tier called
Waiting Period Plan 7
. Workday uses the
Quantity per Occurrence
 value to allocate time off units to the waiting period tier for each request. The quantity depends on the number of absence occurrences in the current balance period. Each tier in the absence table includes an hours-based plan. You create the time offs, time off plans, and
Ireland Sick Time Off
 absence table:
Priority
Absence Tier Plan
Time Off Plan Balance
Time Off Plan Balance Lower Limit
Time Off Name
Maximum Unpaid Time Off Units Allowed
Days to Include
Accrual per Period
1
Waiting Period Plan 7
0
0
Time Off G
None
Workdays (Non-Holiday)
0
2
Time Off Plan 8
4
0
Time Off H
0
Workdays (Non-Holiday)
4
3
Time Off Plan 9
4
0
Time Off I
None
Workdays (Non-Holiday)
0
You're preparing to configure the
Quantity per Occurrence
 value. You want to create a conditional calculation that allocates time off units based on the results of value comparison calculations. If the count is:
  • 1
    , the quantity is
    0
    .
  • 2
    , the quantity is
    2
    .
  • Greater than or equal to
    3
    , the quantity is
    3
    .
Otherwise, the quantity is zero. Each of these calculations uses the
Count of Absence Occurrences in Current Balance Period
 instance value calculation (IVC).
Create the absence table, leaving the
Quantity per Occurrence
 fields empty.
Create and assign calendars.
Set up absence occurrences.
Security:
  • Set Up: Payroll (Calculations - Generic)
     domain in the Core Payroll functional area.
  • These domains in the Time Off and Leave functional area:
    • Set Up: Time Off (Calculations - Absence Specific)
    • Set Up: Time Off (Calculations - Generic)
    • Worker Data: Time Off (Time Off)
    • Worker Data: Time Off (Time Off Manager View)
  1. Create the value comparison calculations.
    1. Access the
      Create Value Comparison Calculation
       task and enter:
      Field
      Value
      Name
      If count = 1 in current balance period
      Category
      Absence
      Comment
      True if the count of absence occurrences for the time off type in the current balance period is equal to 1.
      1st Operand
      Count of Absence Occurrences in Current Balance Period
      Operator
      equal to
      2nd Operand
      1
    2. Click
      OK
       and
      Done
      .
    3. Access the
      Create Value Comparison Calculation
       task and enter:
      Field
      Value
      Name
      If count = 2 in current balance period
      Category
      Absence
      Comment
      True if the count of absence occurrences for the time off type in the current balance period is equal to 2.
      1st Operand
      Count of Absence Occurrences in Current Balance Period
      Operator
      equal to
      2nd Operand
      2
    4. Click
      OK
       and
      Done
      .
    5. Access the
      Create Value Comparison Calculation
       task and enter:
      Field
      Value
      Name
      If count >= 3 in current balance period
      Category
      Absence
      Comment
      True if the count of absence occurrences for the time off type in the current balance period is greater than or equal to 3.
      1st Operand
      Count of Absence Occurrences in Current Balance Period
      Operator
      greater than or equal to
      2nd Operand
      3
    6. Click
      OK
       and
      Done
      .
  2. Create a conditional calculation for the
    Quantity per Occurrence
     value for a time off type in the current balance period.
    1. Access the
      Create Conditional Calculation
       task and enter:
      Field
      Value
      Name
      Quantity Based on Count in Current Balance Period
      Category
      Absence
      Comment
      If count = 1 then 0
      If count = 2 then 2
      If count >= 3 then 3
      Else 0
      Default Response
      0
    2. Add these rows to the
      Calculation
      :
      Order
      Condition
      Result
      a
      If count = 1 in current balance period
      0
      b
      If count = 2 in current balance period
      2
      c
      If count >= 3 in current balance period
      3
    3. Click
      OK
       and
      Done
      .
  3. Add the calculation to the absence table tier.
    1. Access the
      Edit Absence Table
       task and select the
      Ireland Sick Time Off
       absence table.
    2. In the
      Quantity per Occurrence
       column for the
      Waiting Period Plan 7
       absence tier plan, select
      Quantity Based on Count in Current Balance Period
      .
    3. Click
      OK
       and
      Done
      .
You can access the:
  • View Absence Occurrences Summary
     report to find out how many occurrences workers have that start or end within the period, span the period, or start and end within the period.
  • Absence Tier Time Off Entry Details
     report to review how Workday splits units by absence table tier when workers request time off.
Tier Allocation
Jamie requests 5 hours time off on Tuesday (2021-02-11) using the
Ireland Sick Time Off
 absence table. Alex, Jamie's manager, accesses the:
  • View Absence Occurrences Summary
     report. Alex can see that Jamie has 1 absence occurrence for Wednesday (2021-01-13), starting in the current balance period. Jamie has another 3-day occurrence from Wednesday (2020-12-30) to Monday (2021-01-04), starting before and continuing into the period. Because the time off occurs at either side of a weekend and bank holiday, Workday joins the days into a single occurrence.
  • Absence Tier Time Off Entry Details
     report. Because the
    Count of Absence Occurrences in Current Balance
     returns
    3
    , Alex can see that for Jamie's time off request on 2021-02-11, a waiting period applies.
Workday allocates:
  • 3 hours to the first tier (
    Time Off G
    ).
  • 2 hours to the second tier (
    Time Off H
    ).