Steps: Set Up Buy Time Off
Security:
Buy Time Off
domain in the Time Off and Leave functional area.You can set up Buy Time Off to enable workers to buy time off when needed and to pay off the purchased time off in 1 or more pay periods using the
Buy Time Off
task. You can configure the:
- Time period when workers can buy time offs.
- Maximum quantity of time off that workers can buy.
- Period in which the maximum quantity of time off applies.
- Allowable time off increments for workers to buy.
- Time when worker’s time off balance is updated.
- Time when payroll adjustments start and end.
- Pay rate to use for payroll adjustments.
You can configure multiple time frames on a buy schedule. You must set up separate accruals for buying and accruing time offs.
When you configure time offs for buying:
- Managers and administrators can’t buy time off on behalf of workers.
- You can't add accruals configured for buying time off with position-based time off plans.
- You can't use manual pay inputs.
- Set up the accrual for buying.
- Access theCreate Time Off PlanorEdit Time Off Plantask to link the accrual you created to a time off plan on theAccrualtab.This accrual must have eitherStart of PeriodorEnd of Periodfor theAccrual Frequency Method.Additionally, you can add regular accruals to the time off plan.
- Access theCreate Schedule for Buying Time Offtask.
- The period schedule you select must match the period schedule on the time off plan that is associated with the accrual.
- Define 1 or more time periods for workers to buy time off. Consider:
- Selecting dates based on the time zone for the worker.
- When you select a period from theUpdated Balance in Periodprompt, Workday derives the exact date when the time off bought is updated either from theAccrual Frequency Methoddefined on the time off plan or on theTime Off Plan Overridestab of the accrual when you configure a time off plan override.
- A date range to derive the pay periods in which payroll adjustments, either deductions or negative earnings, for time off bought are made from theStart Payroll Adjustments onand theEnd Payroll Adjustments onprompts.
A buy schedule must be linked to an accrual to enable workers to buy time off during fixed periods.
- SelectTime Off and Leaveas the functional area andBuy Time Offas the business process.
- Edit permissions to determine the security groups:
- For the Buy Time Off initiating action.
- That can view all, approve, cancel, rescind, and deny buy time off requests for workers.
- Edit Business Processes.
- Create a default definition for theBuy Time Offbusiness process.
- (Optional) To dynamically generate editable documents when workers buy time off, add aGenerate Documentaction step to theBuy Time Offbusiness process. See Steps: Set Up Document Generation for Absence Business Processes.
- (Optional) Set Up Worklets.Add theBuy Time Offtask to 1 or both of these worklets:
- Absence
- Time Off
- (Optional) Access theConfigure Profile Grouptask.
- From theProfile Groupprompt, selectTime Off for Worker Profile.
- In theReportcolumn in the grid, selectTime Off Boughtto display theTime Off Boughttab on the worker profile.
- (Optional) Create Custom Labels.Create a custom label for buy time off.
- (Optional) Steps: Set Up Workday Payroll for Buy Time Off.
Workers can buy time off when they access the
Buy Time Off
task from the:
- AbsenceorTime Offworklets.
- Time and Absencerelated actions of their worker profile.
- Time Off BalanceandTime Off Boughttabs on theTime Offsection of their worker profile.
- Actions menu on theManage Absencereport.
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 Boughttab on theTime Offsection.
You can review time offs bought by workers with the:
- Maintain Accrual and Time Off Adjustments/Overridestask.
- Time Off Bought by Workersreport.