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

Example: Configure an Accrual for Parental Leave

This example illustrates how to configure a series of nested calculations for an accrual calculation value that adds to the balance for a time off plan for parental leave. This top-level arithmetic calculation (
Parental Leave Entitlement Based on Birthdays in Current Period
) enables Workday to calculate an accrual of 5 days for a worker in a period when at least 1 of their dependents has a birthday. The accrual starts from the child's date of birth, and repeats on their first, second, and third birthdays.
You'll create 18 separate calculations that together feed into the final result for a top-level accrual calculation, a calculation for a scheduling rule that starts the accrual for a worker when their child is born in the current period, and an accrual where you'll add the top-level calculation and the scheduling rule:
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 Date of Birth LTE Period End Date
    Create a calculation to determine whether the dependent's date of birth occurs on or before the end of the period, using the result of 2 Workday-owned IVCs as the operands.
    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 LTE Period End Date
      Category
      Absence
      1st Operand
      Dependent: Date of Birth
      Operator
      less than or equal too
      2nd Operand
      Period: Period End Date
  2. Dependent Date of Birth GTE Period Start Date
    Create a calculation to determine whether the dependent's date of birth occurs on or after the start of the period, using the result of 2 Workday-owned IVCs as the operands.
    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 GTE Period Start Date
      Category
      Absence
      1st Operand
      Dependent: Date of Birth
      Operator
      greater than or equal too
      2nd Operand
      Period: Period Start Date
  3. Dependent Date of Birth in Current Period
    Create a calculation to determine whether the dependent's date of birth is in the current period using the results of the previous calculations.
    1. Access the
      Create Logic Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent Date of Birth in Current Period
      Category
      Absence
      Operator
      AND
      Calculation
      Dependent Date of Birth GTE Period Start Date
      Dependent Date of Birth LTE Period End Date
  4. Dependent Date of Birth + 1 Year
    Create a calculation to determine the date of the first birthday for the dependent, 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
      Dependent Date of Birth + 1 Year
      Category
      Absence
      Start Date
      Dependent: Date of Birth
      Year
      1
  5. Dependent Date of Birth + 1 Year LTE Period End Date
    Create a calculation to determine whether the dependent's first birthday occurs on or or before the end of the 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 + 1 Year LTE Period End Date
      Category
      Absence
      1st Operand
      Dependent Date of Birth + 1 Year
      Operator
      less than or equal to
      2nd Operand
      Period: Period End Date
  6. Dependent Date of Birth + 1 Year GTE Period Start Date
    Create a calculation to determine whether the dependent's first birthday occurs on or after the start of the 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 + 1 Year GTE Period Start Date
      Category
      Absence
      1st Operand
      Dependent Date of Birth + 1 Year
      Operator
      greater than or equal to
      2nd Operand
      Period: Period Start Date
  7. Dependent Date of Birth + 2 Years
    Create a calculation to determine the date of the second birthday for the dependent, 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
      Dependent Date of Birth + 2 Years
      Category
      Absence
      Start Date
      Dependent: Date of Birth
      Year
      2
  8. Dependent Date of Birth + 2 Years LTE Period End Date
    Create a calculation to determine whether the dependent's second birthday occurs on or before the end of the 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 + 2 Years LTE Period End Date
      Category
      Absence
      1st Operand
      Dependent Date of Birth + 2 Years
      Operator
      less than or equal to
      2nd Operand
      Period: Period End Date
  9. Dependent Date of Birth + 2 Years GTE Period Start Date
    Create a calculation to determine whether the dependent's second birthday occurs on or after the start of the 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 + 2 Years GTE Period Start Date
      Category
      Absence
      1st Operand
      Dependent Date of Birth + 2 Years
      Operator
      greater than or equal to
      2nd Operand
      Period: Period Start Date
  10. Dependent Date of Birth + 3 Years
    Create a calculation to determine the date of the third birthday for the dependent, 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
      Dependent Date of Birth + 3 Years
      Category
      Absence
      Start Date
      Dependent: Date of Birth
      Year
      3
  11. Dependent Date of Birth + 3 Years LTE Period End Date
    Create a calculation to determine whether the dependent's third birthday occurs on or or before the end of the 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 + 3 Years LTE Period End Date
      Category
      Absence
      1st Operand
      Dependent Date of Birth + 3 Years
      Operator
      less than or equal to
      2nd Operand
      Period: Period End Date
  12. Dependent Date of Birth + 3 Years GTE Period Start Date
    Create a calculation to determine whether the dependent's third birthday occurs on or after the start of the 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 + 3 Years GTE Period Start Date
      Category
      Absence
      1st Operand
      Dependent Date of Birth + 3 Years
      Operator
      greater than or equal to
      2nd Operand
      Period: Period Start Date
  13. Dependent 1st Birthday in Current Period
    Create a calculation to determine whether the dependent's first birthday is in the current period.
    1. Access the
      Create Logic Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent 1st Birthday in Current Period
      Category
      Absence
      Operator
      AND
      Calculation
      Dependent Date of Birth + 1 Year GTE Period Start Date
      Dependent Date of Birth + 1 Year LTE Period End Date
  14. Dependent 2nd Birthday in Current Period
    Create a calculation to determine whether the dependent's second birthday is in the current period.
    1. Access the
      Create Logic Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent 2nd Birthday in Current Period
      Category
      Absence
      Operator
      AND
      Calculation
      Dependent Date of Birth + 2 Years GTE Period Start Date
      Dependent Date of Birth + 2 Years LTE Period End Date
  15. Dependent 3rd Birthday in Current Period
    Create a calculation to determine whether the dependent's third birthday is in the current period.
    1. Access the
      Create Logic Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Dependent 3rd Birthday in Current Period
      Category
      Absence
      Operator
      AND
      Calculation
      Dependent Date of Birth+ 3 Years GTE Period Start Date
      Dependent Date of Birth + 3 Years LTE Period End Date
  16. Dependents Born with Birthdays in Current Period
    Create a calculation to check that the worker has dependent's who are born or have birthdays in the current period, using the previous calculations, and return a result for each condition if true.
    1. Access the
      Create Conditional Calculation
      task.
    2. Enter or select these values:
      Field
      Value
      Name
      Dependents Born with Birthdays in Current Period
      Category
      Absence
      Default Response
      0
    3. Add 4 rows in the
      Conditional Calculations
       grid:
      Order
      Condition
      Result
      a
      Dependent Date of Birth in Current Period
      1
      b
      Dependent 1st Birthday in Current Period
      1
      c
      Dependent 2nd Birthday in Current Period
      1
      d
      Dependent 3rd Birthday in Current Period
      1
    4. Click
      OK
       and
      Done
      .
  17. Number of Dependents Born in Current Period
    Create a calculation to determine the number of dependents born in the current period using 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 Born in Current Period
      Category
      Absence
      Function
      Sum
      Operand
      Dependents Born with Birthdays in Current Period
      Instances for Operand Calculation
      Dependents
  18. Parental Leave Entitlement Based on Birthdays in Current Period
    Create a calculation for the parental leave accrual entitlement based on birthdays in the current period. This is the top-level calculation for the accrual.
    1. Access the
      Create Arithmetic Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Parental Leave Entitlement Based on Birthdays Current Period
      Category
      Absence
      1st Operand
      Number of Dependents Born in Current Period
      Operator
      Multiply
      2nd Operand
      5
  19. Worker Has Dependent Born in Current Period
    Create a calculation for the scheduling rule for the accrual.
    1. Access the
      Create Value Comparison Calculation
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Worker Has Dependent Born in Current Period
      Category
      Absence
      1st Operand
      Number of Dependents Born in Current Period
      Operator
      greater than or equal to
      2nd Operand
      1
  20. Create an accrual for parental leave.
    1. Access the
      Create Accrual
       task.
    2. Enter or select these values and click
      OK
       and
      Done
      .
      Field
      Value
      Name
      Parental Leave Accrual
      Code
      parental_leave_accrual
      Calculation
      Parental Leave Entitlement Based on Birthdays Current Period
      Priority
      2
      Options
      None
    3. In the
      Scheduling
       grid, add a row and select
      Worker Has Dependent Born in Current Period
    4. Click
      OK
      .