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Administrator Guide
Last Updated: 2026-05-01
Example: Identify Primary Position for Time Off Approval

Example: Identify Primary Position for Time Off Approval

Illustrates how to add a condition rule with calculated fields on the
Request Time Off
 business process to identify the worker's primary position and route the time off approval to the appropriate manager.
Your company allows worker's to have multiple positions. When they request time off, they need to specify the position that the time off relates to. When workers have 2 positions, Workday can route the request to either the primary manager or non-primary manager. You plan to configure the
Request Time Off
 business process so that Workday routes the approval step to the primary manager.
If you specify a
Routing Modifier
 on the approval step, when workers have 2 positions, you can add a condition rule with calculated fields to identify the primary manager for routing.
  1. Create a calculated field that looks up all positions for the worker on the time off event:
    1. Access the
      Create Calculated Field
       task.
    2. Enter these values and click
      OK
      :
      Field
      Value
      Field Name
      LRV Worker All Positions
      Business Object
      Time Off Event
      Function
      Lookup Related Value
    3. Select these calculation values and click
      OK
       :
      Field
      Value
      Lookup Field
      Worker
      Return Value
      All Positions
  2. Create a calculated field that extracts the primary position from all of the worker's positions:
    1. Click
      Create Another Calculation
       .
    2. Enter these values and click
      OK
      :
      Field
      Value
      Field Name
      EMI Primary Position from All Positions
      Business Object
      Time Off Event
      Function
      Extract Multi-Instance
    3. Select these calculation values and click
      OK
      :
      Field
      Value
      Source Field
      LRV Worker All Positions
      Condition
      Primary Job
  3. Create a calculated field that extracts the result from the
    EMI Primary Position from All Positions
     field.
    1. Click
      Create Another Calculation
       .
    2. Enter these values and click
      OK
      :
      Field
      Value
      Field Name
      ESI Primary Position from All Positions
      Business Object
      Time Off Event
      Function
      Extract Single-Instance
    3. Enter these calculation values and click
      OK
      :
      Field
      Value
      Source Field
      EMI Primary Position from All Positions
      Condition
      Any is True
      Sort Field
      Position
  4. Create a calculated field that looks up the result from the
    ESI Primary Position from All Positions
     field.
    1. Click
      Create Another Calculation
      .
    2. Enter these values and click
      OK
      :
      Field
      Value
      Field Name
      LRV Primary Position from All Positions
      Business Object
      Time Off Event
      Function
      Lookup Related Value
    3. Select these calculation values and click
      OK
       :
      Field
      Value
      Lookup Field
      ESI Primary Position from All Positions
      Return Value
      Position
  5. Create a calculated field that checks whether the time off event contains a position value.
    1. Click
      Create Another Calculation
       .
    2. Enter these values and click
      OK
      :
      Field
      Value
      Field Name
      Time Off Entry Position is not Empty
      Business Object
      Time Off Entry
      Function
      True/False Condition
    3. Enter these calculation values and click
      OK
      :
      Field
      Value
      And/Or
      And
      Field
      Position
      Operator
      is not empty
  6. Create a calculated field that extracts the result from the
    Time Off Entry Position is not Empty
    condition.
    1. Click
      Create Another Calculation
       .
    2. Enter these values and click
      OK
      :
      Field
      Value
      Field Name
      ESI Position from Time Off Event from Time Off Entry
      Business Object
      Time Off Event
      Function
      Extract Single-Instance
    3. Enter these values and click
      OK
      :
      Field
      Value
      Source Field
      Time Off Entry
      Condition
      Time Off Entry Position is not Empty
      Sort Field
      Position
  7. Create a calculated field that looks up the result of the
    ESI Position from Time Off Event from Time Off Entry
     field.
    1. Click
      Create Another Calculation
       .
    2. Enter these values and click
      OK
      :
      Field
      Value
      Field Name
      LRV Position from Time Off Event from Time Off Entry
      Business Object
      Time Off Event
      Function
      Lookup Related Value
    3. Select these calculation values, click
      OK
      , and
      Done
      :
      Field
      Value
      Lookup Field
      ESI Position from Time Off Event from Time Off Entry
      Return Value
      Position
  8. Edit the
    Request Time Off
     business process definition.
    1. From the related actions menu of the workflow step for the Approval step, select
      Business Process
      Create Condition Rule
      .
    2. In the
      Description
       text box, enter
      Routes the time off approval to the manager for the primary position
       .
    3. Enter these rule conditions and click
      OK
      .
      Field
      Value
      And/Or
      And
      Source External Field or Condition Rule
      LRV Primary Position from All Positions
      Relational Operator
      in the selection list
      Comparison Type
      Value from another field
      Comparison Value
      LRV Position from Time Off Event from Time Off Entry