Steps: Set Up Sell Time Off
Security:
Set Up: Time Off
domain in the Time Off and Leave functional area.You can set up Sell Time Off to enable workers to sell back a portion of their accrued time off using the
Sell Time Off
task. You can configure the:
- Maximum quantity of time off that workers can sell.
- Minimum time off balance to maintain when workers sell time off.
- Time off increments and types that workers can sell.
- Worker eligibility rules to determine who can sell time off.
You can configure multiple time frames on a sell schedule. You must set up separate time offs for selling and requesting time offs.
When you configure time offs for selling:
- Managers and administrators can’t sell time off on behalf of workers.
- You can only associate the time offs with worker-based time off plans.
- You can’t link the time offs to an absence table.
- You can't rescind or cancel sell time off.
- You can’t use time off validations.
- (Optional) Access theCreate Schedule for Selling Time Offtask.Create a schedule for workers to sell time off during a fixed period.
- Select the time frame that you want workers to be able to sell time off.
- In theUpdate Balance Onprompt, select the date that you want Workday to update the worker's time off balance when they sell time off.
Dates are based on the time zone for the worker from 00:00 (midnight) to 23:59. - Access theCreate Time Offtask. See: Steps: Set Up Time Offs.Create time offs for workers to sell time off.
- Select theAllow to Sell Time Offcheck box.
- As you complete theSell Optionstab, consider:OptionDescriptionAvailable to Sell DuringSpecify when workers can sell their time off:
- Fixed Period. When you want workers to sell time off only during the period defined in the sell schedule.
- Anytime. When you want workers to sell time off at any time. Workday updates the time off balance on the day that the workers sell their time off.
Maximum Limit to SellSelect the maximum quantity of time off that workers can sell.Maximum Limit Applies toWhen you define theMaximum Limit to Sell, Workday requires you to select either the:- Period in which balance is updated. When you want workers to be able to sell the maximum quantity of time off in each period when the balance is updated.
- Balance Period. When you want workers to be able to sell the maximum quantity of time off during the entire balance period.
Sell IncrementsSelect the multiples in which you want workers to sell time off.Example: When you set the sell increment to 8, workers can only sell time offs in multiples of 8, such as 16 and 24. - On theTime Off Plan Overridestab, enter a lower limit to define the minimum balance a worker needs to maintain after they sell time off.
Security:Set Up: Time Off (Calculations - Absence Specific)domain in the Time Off and Leave functional area. - Access either theCreate Time Off PlanorEdit Time Off Plantask. See: Create Time Off Plans That Track Balances.On theTime Offtab, link your time off to a worker-based time off plan.
- (Optional) Create Segment-Based Security Groups.Configure theAccess Time Off (Segmented)security policy in the Time Off and Leave functional area. When you configure segmented security for workers, they can only sell the time offs that they have access to.
- SelectTime Off and Leaveas the functional area andSell Time Offas the business process.
- Edit permissions to determine the security groups:
- For theSell Time Offinitiating action.
- That can view all, approve, or deny sell time off requests for workers.
- Edit Business Processes.
- Configure a default definition for theSell Time Offbusiness process.
- (Optional) To dynamically generate editable documents when workers sell time off, add aGenerate Documentaction step to theSell Time Offbusiness process. See Steps: Set Up Document Generation for Absence Business Processes.
- (Optional) Set Up Worklets.Add theSell Time Offtask to 1 or both of these worklets:
- Absence
- Time Off
- (Optional) Access theConfigure Profile Grouptask.Add theTime Off Soldtab to the worker profile.
- From theProfile Groupprompt, selectTime Off for Worker Profile.
- In theReportcolumn in the grid, selectTime Off Soldto display theTime Off Soldtab on the worker profile.
Security:Set Up: Systemdomain in the System functional area. - (Optional) Create Custom Labels.Create a custom label for sell time off. You can't use custom labels to update the names of setup tasks. Example:Create Time Off.
Workers can sell time off by accessing the
Sell Time Off
task from the:
- AbsenceorTime Offworklets.
- Time and Absencerelated actions of their worker profile.
- Time Off BalanceandTime Off Soldtabs on theTime Offsection of their worker profile.
They can also access the task on their mobile devices (Android, iPhone, and iPad) from their worker profile:
- Time and Absencerelated actions menu.
- Time Off Soldtab on theTime Offsection.
You can review details of time offs sold by workers with the:
- Maintain Accrual and Time Off Adjustments/Overridestask.
- Time Off Sold by Workersreport.