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Administrator Guide
Last Updated: 2024-08-09
Example: Create an Accrue-As-You-Go Bereavement Plan

Example: Create an Accrue-As-You-Go Bereavement Plan

This example explains how to set up an accrue-as-you-go plan for bereavement time off with a limit of 40 hours.
GMS offers employees an accrue-as-you-go bereavement plan, meaning that they don't accrue bereavement time off with every pay period. Instead, they accrue and use the time off as they request it, with a limit of 40 hours. You have to configure a time off plan that meets these requirements.
Security:
Set Up: Time Off (Calculations - Absence Specific)
 domain in Time Off and Leave functional area.
  1. Define the time off and time off type.
    1. Access the
      Create Time Off
       task and enter:
      Field
      Value
      Name
      Bereavement Time Off
      Code
      Bereavement Time Off
    2. From the
      Time Off Type
       prompt, select
      Create
      .
      Name
       the time off type
      Bereavement Time Off
      .
    3. Under the
      Details
       tab, enter:
      Field
      Value
      Priority
      1
      Entry Option
      Enter through Time Tracking or Time Off
  2. Create the time off plan.
    1. Access the
      Create Time Off Plan
       task and enter:
      Field
      Value
      Name
      Bereavement Time Off Plan
      Track Balance
      Select the check box.
      Balance Period
      Rolling 12 Month Period
      Period Schedule
      Annual
      Unit of Time
      Hours
      Effective Date
      01/01/2024
    2. On the
      Balance
       tab, enter:
      Field
      Value
      Balance Visibility
      Eligible in period (based on As of Date)
      Calendar Display
      Plan and Type
      Date
      Balance Period Start Date
    3. On the
      Calculation
       tab, enter:
      Field
      Value
      Accrual Frequency Method for Time Off Plan
      Select
      Start of Period
       to process accruals before time off.
      If you don't select this option, Workday could treat an employee's bereavement request as unpaid time.
      Days to Include
      All Days
    4. On the
      Time Off
       tab, from the
      Subtracts from Balance
       prompt, select
      Bereavement Time Off
       to associate it with the time off plan.
  3. Define the accrual calculation.
    1. Access the
      Create Accrual
       task and enter:
      Field
      Value
      Name
      Bereavement Accrual
      Code
      Bereavement Accrual
    2. On the
      Calculation
       tab, enter:
      Field
      Value
      Calculation
      Bereavement Time Off - Time Off Total
      Workday generates this related calculation when you define and associate the bereavement time off with a time off plan. If the
      Time Off Total
       calculation doesn't display in the
      Calculation
       prompt, ensure you've defined bereavement time off and associated it with a plan.
      Priority
      1
      Options
      None
  4. Associate the accrual with the time off plan.
    1. Access the
      Edit Time Off Plan
       task and enter:
      Field
      Value
      Time Off Plan
      Bereavement Time Off Plan
      Update Existing Effective Date
      Select this option and in the corresponding prompt, enter
      01/01/2024
      , which is the same
      Effective Date
       specified in Step 2.
    2. On the
      Accrual
       tab, from the
      Adds to Balance
       prompt, select
      Bereavement Accrual
       to add it to the time off plan balance.
  5. Define the accrual limit.
    1. Access the
      Edit Accrual
       task and enter:
      Field
      Value
      Accrual
      Bereavement Accrual
      Update Existing Effective Date
      Select this option and in the corresponding prompt, select
      Initial Snapshot
      .
    2. On the
      Time Off Plan Overrides
       tab, define the accrual limit in the
      Limit Override
       section and enter:
      Field
      Value
      Value
      40
       (to limit the accrual to 40 hours)
      Based On
      Bereavement Accrual
      If the accrual you're defining doesn't display in the prompt, save the accrual definition without specifying a limit and then define the limit using the
      Edit Accrual
       task.
      Always base accrual limits for accrue-as-you-go plans on the accrual itself—not on the balance of the time off plan to which the accrual contributes.
      Time Off Plan Balance Period
      Displays
      Rolling 12 Month Period
      , which is the balance period for the time off plan that the accrual is associated with. This is the same
      Balance Period
       selected in Step 2.
      For accrue-as-you-go plans, use the
      Edit Accrual
       task to define accrual limits. Don't define accrual limits for the time off plan.