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Administrator Guide
Last Updated: 2023-06-23
Example: Calculate the Carryover Limit for a Time Off Plan

Example: Calculate the Carryover Limit for a Time Off Plan

This example illustrates 1 way to calculate carryover-limit amounts and includes these calculations:
  • Conditional
  • Instance Set Comparison
Global Modern Services (GMS) wants to change their US vacation time off plan to enable workers to carryover different amounts, depending on their location. Example: When their primary work state is California, GMS wants to change the carryover limit from 80 units to 120 units. For all other states, the carryover limit will remain at 80 units.
Ben is a California employee whose carryover balance will change from 80 units to 120 units over the carryover period, based on a new effective date of 12-31-2018 for the time off plan. Jeremy works in Atlanta so his carryover limit of 80 won't change.
Create a time off plan for US vacation that tracks balances.
Security: These domains in the Time Off and Leave functional area:
  • Set Up: Time Off (Calculations - Absence Specific)
  • Worker Data: Time Off (Time Off Balances)
  1. Create calculations.
    1. Access the
      Create Instance Set Comparison Calculation
       task.
    2. Enter or select these values:
      Field
      Value
      Name
      Primary Work State = California
      Category
      Absence
       and
      Payroll
      Source Field
      Primary Work State as of Period End Date
      Relational Operator
      in the selection list
      Target Instance
      California
    3. Click
      OK
       and
      Done
      .
    4. Access the
      Create Conditional Calculation
       task.
    5. Enter or select these values:
      Field
      Value
      Name
      Hourly Vacation Carryover
      Category
      Absence
    6. In the
      Conditional Calculations
       grid, add a row with these values:
      Field
      Value
      Order
      a
      Condition
      Primary Work State = California
      Result
      120
    7. From the
      Default Response
       prompt, select
      80
      .
    8. Click
      OK
       and
      Done
  2. Access the
    Edit Time Off Plan
     task.
  3. Select the time off plan. Example:
    USA Vacation Plan (Hourly)
    .
  4. On the
    Balance
     tab, in the
    Carryover
     section, enter these values:
    Field
    Value
    Date
    First Period of Balance Period Start Date
    Limit
    Hourly Vacation Carryover
  5. Click
    Ok
    .
The conditional calculation returns true for workers with a primary work location of California as of the period end date, and Workday enables eligible workers to carryover 120 units of time. Otherwise, workers have a carryover limit of 80. To verify the calculations and that the changes take effect:
  • Access the
    Find Workers
     report to identify workers by location.
  • Select
    Time and Absence
    View Time Off Results by Period
     as a related action on the worker profile for workers based in California and another state such as Georgia.
  • Select different balance periods on either side of the effective date to identify how many units the worker carried over each year. Select the last period of the previous year, the first and last periods of the next year, and so on. Example:
    • 2017> 12/18/2017-12/31/2017 (Bi-weekly (Mon-Sun))
    • 2018>01/01/2018-01/14/2018 (Bi-weekly (Mon-Sun))
    • 2018>12/31/2018-01/13/2019 (Bi-weekly (Mon-Sun))
    • 2019>01/14/2019-01/27/2019 (Bi-weekly (Mon-Sun))