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Administrator Guide
Last Updated: 2023-06-23
Create Based-on-As-of-Date Accruals

Create Based-on-As-of-Date Accruals

Security:
Set Up: Time Off (Calculations - Absence Specific)
 domain in Time Off and Leave functional area.
Create accruals that use an as-of date to automate accruals adjustments. Accrual values can change during the period if a worker gains or loses eligibility to the accrual itself or calculations within the accrual resolve differently. Workday prorates the accrual based on the As Of date of the change. When you initiate the
Change Job
 business process, this accrual automatically calculates the accrual proration, to the day, based on the effective date of change. You can use the based-on-as-of-date type of accrual in time off plans that track balances.
You can configure accruals that are based on an as-of date by adding:
  • The accrual to a time off plan that accrues at the
    Start of Period
     or
    End of Period
    .
  • A time off plan override to the accrual with an
    Accrual Frequency Method
     of
    Start of Period
     or
    End of Period
    .
  1. Access the
    Create Accrual
     task.
  2. Name the accrual and enter an identifying code for web services.
  3. From the
    Calculation
     prompt, select the calculation that returns the number of hours or days workers receive at the beginning or end of the period schedule.
    You can select either a constant value, a conditional calculation, or any other type of calculation. Example: Select a conditional calculation where the accrual equals 12 hours for a full-time worker or 6 hours for a part-time worker.
    If you're using the accrual in a day-based plan, specify a daily unit of time, such as 0.5 (days), not 4 (hours). If you're using the accrual in an hourly plan, enter an hourly unit of time, such as 4 (hours), not 0.5 (days). Workday doesn't automatically convert hours to days or days to hours.
  4. In the
    Priority
     field, assign a priority for processing the accrual when other accruals occur on the same date and contribute to the same time off plan.
    In Global Management Services,
    Vacation
     has a priority of 1 and
    Sick Time
     has a priority of 10. If both accruals occur on the period end date, Workday adds the
    Vacation
     accrual to the balance first.
  5. Select the
    Adjustments/Overrides Allowed
     check box.
  6. Select the
    Based on As of Date
     option.
  7. (Optional) Select a
    Rounding
     definition to apply to the accrual calculation.
    Workday applies rounding as part of the
    Automated Accrual Adjustment
     service step on the
    Change Job
     business process. Example:
    Round to nearest 0.1
    .
  8. In the
    Accrual Frequency Method
     field on the
    Time Off Plan Overrides
     tab, select either
    Start of Period
     or
    End of Period
    .
    You can avoid setting up a time off plan override for the accrual frequency method. Add the accrual to a time off plan with an accrual frequency method of
    Start of Period
     or
    End of Period
    .
  9. Complete the
    Worker Eligibility Override
     section if the eligibility criteria for this accrual differ from the worker eligibility criteria defined for the time off plan.
  10. Use the
    Limit Override
     fields to define an upper accrual limit if different from the upper limit defined for the plan.
    Workday automatically reduces the accrual for any calculation period by the balance amount that exceeds the limit and displays the forfeited accrual on Workday pages and reports.
    In addition to accrual limits, these parameters can impact worker accruals:
    • The accrual processing order (defined by the accrual priority).
    • The timing of accrual processing (defined by the time off plan).
    As you complete this task, consider:
    Option Description
    Value
    Select the calculation rule that returns the maximum number of days or hours workers can accumulate in the time off plan balance.
    Based On
    Select the time off plan that includes the accrual. Workday displays the plan balance period.
    Exception: If defining an accrual for an accrue-as-you-go plan, select the accrual itself.