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Administrator Guide
Last Updated: 2023-06-23
Create Period Schedules for Time Off

Create Period Schedules for Time Off

Security:
Set Up: Time Off (Calculations - Absence Specific)
 domain in the Time Off and Leave functional area.
Time off plans that track balances use a period schedule to determine:
  • The frequency of accruals.
  • The start and end dates of the periods that retrieve and process time off.
Period schedules don't control custom accrual frequency for time off plans.
You can use period schedules when defining eligibility rules for a time off plan, whether or not the plan tracks balances. Example: You might define an eligibility rule requiring workers to be full-time
as of the current period start date
.
You can also import period schedules from a spreadsheet using Workday's Enterprise Interface Builder (EIB).
Workers can't request time off for dates outside a time off plan period schedule. When building a schedule, consider adding periods for the current and next year. Ensure that you have at least one period in your period schedule with dates before the effective date of your first Workday Payroll or HR transactions.
  1. Access the
    Create Period Schedule
     task.
  2. Select the period
    Frequency
    .
  3. Select a
    Usage
     of
    Absence
    .
  4. Enter the
    Period Start Date
     and the
    Period End Date
     for each period.
  • Assign the period schedule to one or more time off plans.
  • Add periods to the schedule, as needed, so that workers can continue to request time off for future dates.