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Last Updated: 2025-12-12
Example: Configure an Accrual Adjustment for Parental Leave

Example: Configure an Accrual Adjustment for Parental Leave

This example Illustrates how to configure a series of nested calculations for an accrual calculation value to adjust the balance for a time off plan for parental leave. This top-level arithmetic calculation (
Parental Leave Adjustment
) enables Workday to subtract the plan balance as of the prior calendar month from the parental leave upper limit as an accrual adjustment.
You'll create 8 separate calculations that together feed into the final result for the top-level calculation. These calculations include 2 scheduling rules that adjust the accrual for periods in which a worker's entitlement reduces. The adjustment occurs when the worker's time off plan balance, as of the end of the prior period, is above the upper limit that they're entitled to, as of the current period start date. In these instances, the accrual awards a negative value to bring the balance down to the upper limit of the time off plan:
Example: Create an Absence Balance
Security:
Set Up: Time Off (Calculations - Absence Specific)
 domain in the Time Off and Leave functional area.
  1. Prior Period End Date
    Create a calculation to determine the end date of the prior period, using a Workday-owned instance value calculation (IVC).
    1. Access the
      Create Date Increment/Decrement Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Prior Period End Date
      Category
      Absence
      Start Date
      Period: Period Start Date
      Day
      -1
  2. Dependent Age at Prior Period End Date
    Create a calculation to return the dependent's age at the end of the prior period, using an IVC and the result of the previous calculation.
    1. Access the
      Create Date Difference Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent Age at Prior Period End Date
      Category
      Absence
      Interval
      Year
      Start Date
      Dependent: Date of Birth
      End Date
      Prior Period End Date
  3. Dependent Age < 4 as of Prior Period End Date
    Create a calculation to determine whether the dependent's age is less than 4 as of the end of the prior period, using the result of the previous calculation.
    1. Access the
      Create Value Comparison Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent Age < 4 as of Prior Period End Date
      Category
      Absence
      1st Operand
      Dependent Age at Prior Period End Date
      Operator
      less than
      2nd Operand
      4
  4. Dependent Age is GTE 0 and < 4 as of Prior Period End
    Create a calculation to determine whether the dependent's age is greater than or equal to zero and less than 4 as of the period end date.
    1. Access the
      Create Logic Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent Age is GTE 0 and < 4 as of Prior Period End
      Category
      Absence
      Operator
      AND
      Calculation
      Dependent Age < 4 as of Prior Period End Date
      Dependent Date of Birth Exists in Period or Prior Period
  5. CC Dependent Age < 4 as of Prior Period End Date
    Create a calculation to check that the dependent's age is under 4 as of the prior period end date, using the previous calculation as a condition, and returning a result if the condition is true.
    1. Access the
      Create Conditional Calculation
      task.
    2. Enter or select these values:
      Field
      Value
      Name
      CC Dependent Age < 4 as of Prior Period End Date
      Category
      Absence
      Order
      a
      Condition
      Dependent Age is GTE 0 and < 4 as of Prior Period End
      Result
      1
      Default Response
      0
  6. Number of Dependents Under 4 as of Period End Date
    Create a calculation to determine the number of dependents under the age of 4 as of the end of the period by aggregating the results of the previous calculation.
    1. Access the
      Create Aggregate Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Number of Dependents Under 4 as of Period End Date
      Category
      Absence
      Function
      Sum
      Operand
      CC Dependent Age < 4 as of Period End Date
      Instances for Operand Calculation
      Dependents
  7. Number of Dependents Under 4 as of Prior Period End Date
    Create a calculation to determine the number of dependents under the age of 4 as of the end of the prior period by aggregating the result of the previous calculation.
    1. Access the
      Create Aggregate Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Number of Dependents Under 4 as of Prior Period End Date
      Category
      Absence
      Function
      Sum
      Operand
      CC Dependent Age < 4 as of Prior Period End Date
      Instances for Operand Calculation
      Dependents
  8. Number of Dependents Under 4 as of Period End Date < Prior Period Value
    Create a calculation for the scheduling rule for the accrual adjustment that checks whether the number of dependents under the age of 4 as of the period end date is less than the prior period.
    1. Access the
      Create Value Comparison Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Number of Dependents Under 4 as of Period End Date < Prior Period Value
      Category
      Absence
      1st Operand
      Number of Dependents Under 4 as of Period End Date
      Operator
      less than
      2nd Operand
      Number of Dependents Under 4 as of Prior Period End Date
  9. Parental Leave Time Off Plan Balance as of Prior Calendar Month > Upper Limit Value
    Create another calculation for the scheduling rule for the accrual adjustment. The rule determines whether the balance of the time off plan as of the prior period is greater than the time off plan's upper limit.
    1. Access the
      Create Value Comparison Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Parental Leave Time Off Plan Balance as of Prior Calendar Month > Upper Limit Value
      Category
      Absence
      1st Operand
      Parental Leave Time Off Plan Balance as of Prior Calendar Month
      Operator
      greater than
      2nd Operand
      Parental Leave Upper Limit
  10. Parental Leave Adjustment
    You can now create the top-level calculation for the accrual
    Calculation
     value using the previous calculation that ties all of the results together.
    1. Access the
      Create Arithmetic Calculation
      task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Parental Leave Adjustment Calculation
      Category
      Absence
      1st Operand
      Parental Leave Upper Limit
      Operator
      Subtract
      2nd Operand
      Parental Leave Time Off Plan Balance as of Prior Calendar Month