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Administrator Guide
Last Updated: 2023-06-23
Steps: Bulk-Prorate Accruals

Steps: Bulk-Prorate Accruals

Create accruals with an accrual type of
Based on As of Date
 or
Front-Loaded
.
Security: These domains:
  • Business Process Administration
     and
    Manage: Business Process Definitions
     in the System functional area.
  • Set Up: Time Off
     in the Time Off and Leave functional area.
You can configure your staffing business processes to bulk-prorate accruals for workers automatically in response to job and collective agreement changes.
  1. Edit Business Processes.
    Add the
    Bulk Automated Accrual Adjustment
     service step after the
    Completion
     step on these business processes:
    • Assign Employee Collective Agreement
    • Change Job
    • End Collective Agreement Assignment
  2. Access the
    Evaluate and Process Events Impacting Absence
     task.
    Workday runs a background job immediately that initiates evaluation and processing of accrual proration. From this point onwards, Workday initiates the background job automatically every 15 minutes.
When workers have collective agreement or change job events that impact their accrual entitlements, the
Bulk Automated Accrual Adjustment
 service step updates the
Bulk Absence Proration
 background job to prorate accruals for impacting events. The step creates automated adjustments in bulk for all eligible workers if the accrual is configured as:
  • Based on As of Date
     (for mid-period accruals).
  • Front-Loaded