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Administrator Guide
Last Updated: 2023-06-23
Example: Create a Floating Holiday Plan

Example: Create a Floating Holiday Plan

This example describes 1 way to create a time off plan for floating holidays.
GMS floating holiday plan gives 16 hours of floating holiday accrual to employees on January 1 of each year. Betty Liu's start date was between January 1 and July 1, so she receives 8 hours in July. Logan McNeil's start date is after July 1, so she doesn't receive any floating holiday until January 1 of the next year. Floating holiday accrual doesn’t carryover to the next year.
Workday provides some of the calculations needed to build the plan. You’ll create calculations that:
  • Return 16 hours of accrual in January and 8 hours in July.
  • Detect if a worker's hire date is before July.
  • Detect whether a worker's hire date is on or before January 1.
  • Detect whether a worker's hire date is after January 1.
Security:
  • Set Up: Payroll (Calculations - Generic)
     domain in the Core Payroll functional area.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Time Off and Leave functional area.
  • Set Up: Time Off (Calculations - Absence Specific)
     domain in the Time Off and Leave functional area.
  1. Define the accrual calculation.
    1. Access the
      Create Conditional Calculation
       task and enter:
      Field
      Value
      Name
      Floating Holiday Accrual: 16 Hours if January / 8 Hours if July
      Category
      Absence
    2. Add 2 rows with these values:
      Order
      Condition
      Result
      a
      Scheduling: Period Start Date Month = 01 (January)
      16
      b
      Scheduling: Period Start Date Month = 07 (July)
      8
    3. Enter a
      Default Response
       of
      0
      .
    4. Click
      OK
       and
      Done
      .
  2. Define the accrual.
    1. Access the
      Create Accrual
       task.
    2. For
      Name
      , enter
      Floating Holiday Accrual
      .
    3. Enter a
      Priority
       of
      1
      .
    4. From the
      Calculation
       prompt, select
      Floating Holiday Accrual: 16 Hours if January / 8 Hours if July
      .
    5. For
      Options
      , select
      None
      .
    6. Add a row to the
      Scheduling
       grid with these calculations:
      Calculation
      Description
      Scheduling: Period Start Date Month = 01 (January)
      Determines whether the period is the first of the year.
      Worker: Hire Date <= Current Calendar Year Start Date (based on Period End Date)
      Determines whether the hire date is on or before January 1; the period start date.
    7. Add another row in the
      Scheduling
       grid with these calculations:
      Calculation
      Description
      Scheduling: Period Start Date Month = 07 (July)
      Determines whether the current period is July.
      Worker: Hire Date >Current Calendar Year Start Date (based on Period End Date)
      Determines whether the hire date is after January 1.
    8. In the same row, create a calculation that determines whether the hire date is between January 1 and July 1 of the current year.
      1. Select
        Create
        Create Value Comparison Calculation
         and enter:
        Field
        Value
        Name
        Worker Hire Date < July
        Category
        Absence
      2. In the
        Calculation
         grid, enter:
        1st Operand
        Operator
        Worker: Hire Date
        less than
      3. In the
        2nd Operand
         field, select
        Create
        Create Build Date Calculation
        .
      4. For
        Name
        , enter
        1 July of Current Year (based on Period End Date)
        .
      5. Enter these values and click
        OK
        :
        Year
        Month
        Day
        Year: Period End Date - Year
        7
        1
    9. Review the
      Scheduling Criteria
      :
      Scheduling Criteria
      Scheduling: Period Start Date Month = 01 (January)
      Worker: Hire Date <= Current Calendar Year Start Date (based on Period End Date)
      Scheduling: Period Start Date Month = 07 (July)
      Worker Hire Date After 1 January of Current Year
      Worker Hire Date < July
    10. Click
      OK
       and
      Done
      .
  3. Define the time off.
    1. Access the
      Create Time Off
       task.
    2. For
      Name
      , enter
      Floating Holiday Time Off
      .
    3. From the
      Time Off Type
       prompt, select
      Create Time Off Type
      .
    4. Add a time off type named
      Floating Holiday
      .
    5. Enter a
      Priority
       of
      1
      .
    6. Click
      OK
      .
    7. For
      Entry Option
      , select
      Enter through Time Off Only
      .
    8. Click
      OK
      .
  4. Create the time off plan.
    1. Access the
      Create Time Off Plan
       task and enter:
      Field
      Value
      Name
      Floating Holiday Plan
      Track Balance
      Select the check box.
      Balance Period
      YTD – Current Calendar Year (based on Period End Date)
      Period Schedule
      Monthly
      Unit of Time
      Hours
      Effective Date
      Select the year and month from which the time off plan is effective. Example:
      01/01/2022
      .
    2. On the
      Balance
       tab, enter:
      Field
      Value
      Balance Visibility Type
      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
      Start of Period
      Days to Include
      Weekdays (Mon - Fri)
    4. On the
      Accrual
       tab, add a row for
      Adds to Balance
       and select
      Floating Holiday Accrual
      .
    5. On the
      Time Off
       tab, add a row for
      Subtracts from Balance
       and select
      Floating Holiday Accrual
      .
    6. On the
      Eligibility
       tab, add a row for
      Worker Eligibility
       and select
      Worker Employee Type is Regular as of PS Date
      .
    7. Click
      OK
      .