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Administrator Guide
Last Updated: 2023-06-23
Create Time Off Plan Overrides for Time Offs

Create Time Off Plan Overrides for Time Offs

  • Create a time off.
  • Security:
    Set Up: Time Off (Calculations - Absence Specific)
     domain in the Time Off and Leave functional area.
Configure eligibility criteria, limits, and other rules for a time off that override the rules on a time off plan.
  1. Access the
    Edit Time Off
     task.
    Configure the overrides on the
    Time Off Plan Overrides
     tab.
  2. Specify
    Worker Eligibility
     eligibility rules to override the time off plan's eligibility rules.
  3. In the
    Limit Override
     section, define a lower time off limit that's different from the lower limit defined for the plan.
    The lower limit controls how much time off to pay when workers exceed their available balance.
    Option Description
    Value
    Select a constant value or a calculation that returns the minimum number of hours or days allowed in the time off plan balance. Time off units that reduce the balance below the limit are unpaid. Example: -40 hours or 5 days depending on the unit of time the plan uses.
    If there’s no paid time off when workers reduce their time off balance to zero, enter zero. To enable workers to receive paid time off when their balance falls below zero, enter a negative value.
    Based On
    Select the time off plan that includes the time off that you’re defining. Workday displays the time off plan's balance period.
  4. In the
    Daily Quantity Default
     field, select a value to display when you enter this time off, if it's different from the time off plan's default.
    If you select a conditional calculation, the default quantity is based on the first day requested.
    Example: You select a calculation that returns a worker's scheduled hours, or 8 hours for workers without a schedule. Jane enters a request for personal time off for Monday, Tuesday, and Friday. Because she's scheduled to work 4 hours on Monday, the default quantity for each day of the request is 4.
    Workday generates an error if the quantity exceeds the maximum validation value or causes a request to fail other validations.
When you add the time off to a time off plan that has different rules, the overrides take precedence.
Limiting Paid Vacation to -16 Hours
On the
Time Off Plan Overrides
 tab, specify:
  • A lower limit of -16 hours in the
    Value
     field.
  • Vacation
     plan in the
    Based On
     field.
If Andy uses all his vacation time (balance = zero) and then takes 10 more hours, Workday pays all 10 hours, as they fall within the -16 limit. However, if Andy requests an additional 10 hours, Workday pays only 6 of these hours. Workday tracks the remaining hours as unpaid time.