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Administrator Guide
Last Updated: 2024-07-26
Example: Create a 90-Day Waiting Period for Accruals

Example: Create a 90-Day Waiting Period for Accruals

This example illustrates how to build a simple eligibility rule that incorporates a waiting period before accruals begin.
An HR administrator at GMS builds an eligibility rule that requires new hires to complete a 90-day waiting period before they begin to accrue 2 days vacation. The rule uses 3 Workday-owned calculations:
  • Recent Continuous Service Date based on Period Start Date
    : When the company rehires workers or they have service date changes, Workday evaluates the correct service date as of the period. Using this instance value calculation (IVC) enables workers to retain their historical absence data.
  • 90
    : A constant value calculation.
  • Date: Current Calendar Month Start Date (based on Period Start Date)
    : A build date calculation.
Security:
  • Set Up: Payroll (Calculations - Generic)
     domain in Core Payroll functional area.
  • Set Up: Time Off (Calculations - Generic)
     domain in Time Off and Leave functional area.
  • Set Up: Time Off (Calculations - Absence Specific)
     domain in Time Off and Leave functional area.
  1. Create a calculation that retrieves the date that is 90 days after the employee's hire date.
    1. Access the
      Create Date Increment/Decrement Calculation
       task and enter:
      Field
      Value
      Name
      Vacation accrual start date (after 90-day wait period)
      Category
      Absence
      Start Date
      Recent Continuous Service Date based on Period Start Date
      Day
      90
    2. Click
      OK
      .
    3. Click
      Done
      .
  2. Create a calculation that compares the date retrieved in the previous step to the current period start date.
    1. Access the
      Create Value Comparison Calculation
       task and enter:
      Field
      Value
      Name
      Vacation accrual start date (after 90-day wait period) >= current calendar month start date)
      Category
      Absence
      1st Operand
      Period: Period End Date
      Operator
      greater than or equal to
      2nd Operand
      Vacation accrual start date (after 90-day wait period)
    2. Click
      OK
      .
    3. Click
      Done
      .
  3. Assign the calculation that you created in the previous step to an accrual as an eligibility rule.
    1. Access the
      Create Accrual
       task and enter:
      Field
      Value
      Name
      Vacation Accrual with Waiting Period
      Code
      vacation-accrual
      Calculation
      2
      Priority
      1
      Options
      None
    2. On the
      Time Off Plan Overrides
       tab, in the
      Worker Eligibility Override
       grid, add the
      Vacation accrual start date (after 90-day wait period) >= current calendar month start date)
       calculation.
    3. Click
      OK
      .
  4. Assign the accrual to a time off plan.
    1. Access the
      Create Time Off Plan
       task and enter:
      Field
      Value
      Name
      Vacation Plan with Waiting Period
      Balance Period
      YTD - Current Calendar Year (based on Period End Date)
      Period Schedule
      Monthly
      Unit of Time
      Days
      Effective Date
      01/01/2022
    2. Select the
      Track Balance
       check box.
    3. On the
      Balance
       tab, enter:
      Field
      Value
      Balance Visibility
      Eligible in period or prior periods (based on As of Date)
      Calendar Display
      Plan and Type
    4. In the
      Carryover
       section, from the
      Date
       prompt, select
      Balance Period Start Date
      .
    5. On the
      Calculation
       tab, select:
      Field
      Value
      Accrual Frequency Method for Time Off Plan
      Start of Period
      Days to Include
      Workdays (Non-Holiday)
    6. On the
      Accrual
       tab, add the
      Vacation Accrual with Waiting Period
      accrual.
    7. Click
      OK
      .
Wait until the 90-day period elapses, then view the plan on pages that display the time off balances.