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Last Updated: 2025-12-12
Example: Configure a Parental Leave Upper Limit

Example: Configure a Parental Leave Upper Limit

This example illustrates how to configure a series of nested calculations to calculate the
Time Off Plan Balance Upper Limit
 value for a time off plan. This top-level arithmetic calculation (
Parental Leave Upper Limit
) enables Workday to check how many children under the age of 4 a worker has, as of the period end date, and prevent the plan balance going above the annual limit of 5 days per child. You'll create 9 separate calculations that together feed into the final result for the top-level calculation, which you'll use later when configuring the time off plan:
Security:
  • Set Up: Calculations - Generic
     domain in the Core Payroll functional area.
  • Set Up: Time Off
     and
    Set Up: Time Off (Calculations - Generic)
     domains in the Time Off and Leave functional area.
  1. Dependent Age at Period End Date
    Create a calculation to determine the dependent's age at the period end date, using Workday-owned instance value calculations (IVCs) for the period start and end dates.
    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 Period End Date
      Category
      Absence
      Interval
      Year
      Start Date
      Dependent: Date of Birth
      End Date
      Period: Period End Date
  2. Dependent Age < 4 as of Period End
    Create a calculation to determine whether the dependent's age is less than 4 as of the period end date, 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 Period End
      Category
      Absence
      1st Operand
      Dependent Age at Period End Date
      Operator
      less than
      2nd Operand
      4
  3. Next Period Start Date
    Create a calculation to determine the start of the next period using a Workday-owned IVC.
    1. Access the
      Create Date Increment/Decrement Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Next Period Start Date
      Category
      Absence
      Start Date
      Period: Period End Date
      Day
      1
  4. Dependent Date of Birth Exists
    Create a calculation to return the dependent's date of birth for the period, using 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 Date of Birth Exists
      Category
      Absence
      Interval
      Day
      Start Date
      Dependent: Date of Birth
      End Date
      Next Period Start Date
  5. Dependent Date of Birth Exists in Period or Prior Period
    Create a calculation to determine whether the dependent's date of birth exists in this or a 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 Date of Birth Exists in Period or Prior Period
      Category
      Absence
      1st Operand
      Dependent DOB Exists
      Operator
      greater than
      2nd Operand
      0
  6. Dependent Age GTE 0 and < 4 as of Period End Date
    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, using 2 of the previous calculation results as conditions.
    1. Access the
      Create Logic Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent Age GTE 0 and < 4 as of Period End Date
      Category
      Absence
      Operator
      AND
      Calculation
      Dependent Age < 4 as of Period End
      Dependent DOB Exists in Period or Prior Period
  7. CC Dependent Age < 4 as of Period End Date
    Create a calculation to check that the dependent's age is under 4 as of the 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 Period End Date
      Category
      Absence
      Order
      a
      Condition
      Dependent Age GTE 0 and < 4 as of Period End Date
      Result
      1
      Default Response
      0
  8. Number of Dependents Under Age 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 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 Age 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
  9. Parental Leave Upper Limit
    You can now create the top-level calculation for the
    Time Off Plan Balance Upper Limit
     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 Upper Limit
      Category
      Absence
      1st Operand
      Number of Dependents Under Age of 4 as of Period End Date
      Operator
      Multiply
      2nd Operand
      5