Create Rolling Period Accruals

Create a time off plan that:

Enables balance overrides.

Specifies a time off in the

Time Off for Termination Adjustment

field.

Linking a termination adjustment ensures that Workday zeros out an employee's balance and recoups or pays out used or unused time on the employee's termination. When you don't link a termination adjustment, if you rehire workers in the same balance period, they can have higher than expected balances. This is because their remaining balance from their prior employment combines with the entitlement for their most recent employment period. For this reason, the tenant analyzer and our deployment recommendation is always to include termination adjustments on any time off plan that tracks a balance, even if you don't need to map the remaining balance to payroll for payout.

Security: Set Up: Time Off (Calculations - Generic)
domain in the Time Off and Leave functional area.

You can apply rollback logic to accruals, with definable conditions, that accurately calculates absence balances that don't typically have a start or end date. The rolling period starts on the current day and looks back to the beginning of the defined rollback period. Historic time off requests taken by workers expire after they fall outside of the rollback period. Workday restores them to the time off plan balance. Example: You can configure sick plans with a rolling period of 12 months that begins with the first day of the absence.

For this task, you create 2 accruals:

The initial accrual that defines the amount of the accrual. Example: Employees receive 10 days.

The rolling period accrual that specifies how far back to look for expired absences.

Access the

Edit Time Off Plan

task.

On the

Accrual

tab, add a row to create the initial accrual.

As you complete the

Create Accrual

task, consider:

Option	Description
Calculation	The amount of the accrual. Example: 10.
Adjustments/Overrides Allowed	(Required) Selected.
Options	(Required) None .

On the

Time Off Plan Overrides

tab, consider:

Option	Description
Accrual Frequency Method	(Required) Custom Frequency .
First Accrual Date	(Required) Example: Select Worker: Hire Date as of Period End Date .

Click

On the

Accrual

tab, add another row to create the accrual that specifies the rollback period. As you complete the

Create Accrual

task, consider:

Option	Description
Calculation	(Required) Select a rolling period calculation: Time Off Quantity During n Periods : Accrues expired absences of the same type on a daily basis. Workday restores them to the time off plan balance as they expire. Time Off Quantity During n Periods (Accrual frozen while absent) : Accrues expired absences of the same type if the worker is active. If the worker is currently taking the same type of absence, Workday pauses the accrual until they return to work. The calculation includes all days. Reaccrue Time Off Taken in Prior Periods (Accrual Frozen While Absent or Based on Days to Include) : Accrues expired absences of the same type if the worker is active. If the worker is currently taking the same type of absence, Workday pauses the accrual until they return to work. To use this instance value calculation, you must assign holiday and work schedule calendars to workers when the Days to Include value on the time off plan is either: Workdays (Non-Holiday) Workdays (Work Hours exceed Holiday Hours) Time Off Quantity During n Periods - Including Historic Absence : Accrues expired balances and checks the rollback period for additional used absences. If Workday finds historic absences in the rollback period, it extends the rollback to the start of the historic absence period. Workday adds the used absences to the balance.
Adjustments/Overrides Allowed	(Required) Unselected.
Options	(Required) None .
Amount of Time to Roll Back	(Required) Displays only if you select one of the rolling period calculations listed in the Calculations row.
Unit of Time to Roll Back	(Required) Displays only if you select one of the rolling period calculations listed in the Calculations row.

This example demonstrates 2 types of calculations for a rolling sick plan.

Your UK company uses a sickness plan with a rolling period accrual. Each employee gets an accrual of 10 sick days for a 12-month period. As the absence administrator, you create 2 accruals:

The initial accrual granting workers the 10 days.

The rolling accrual that looks back 12 months for expired accruals and restores them to the employee's balance.

Bill, a UK worker, took 4 days of sickness from August 15 to 18, 2016. On August 17 and 18, 2017, he takes 2 additional days of sickness. We start checking his accrual balance on August 15, 2017, using the 12-month rollback and compare the balances of each based on 2 of the calculations.

Time Off Quantity During n Periods

Date	Balance (days)
August 15, 2017 - Tuesday	7 - Bill is in the office and accumulates 1 day from the expired absence of August 15, 2016.
August 16, 2017 - Wednesday	8 - Bill is in the office and accumulates 1 day from the expired absence of August 16, 2016.
August 17, 2017 - Thursday	8 - Bill takes a sick day. He accumulates 1 day, but uses 1 day.
August 18, 2017 - Friday	8 - Bill takes a sick day. He accumulates 1 day, but uses 1 day. All of the 2016 sick days have reaccrued.

Reaccrue Time Off Taken in Prior Periods (Accrual Frozen While Absent or Based on Days to Include)

Date	Balance (days)
August 15, 2017 - Tuesday	7 - Bill is in the office and accumulates 1 day from the expired absence of August 15, 2016.
August 16, 2017 - Wednesday	8 - Bill is in the office and accumulates 1 day.
August 17, 2017 - Thursday	7 - Bill takes a sick day, Balance freezes until he returns.
August 18, 2017 - Friday	6 - Bill takes a sick day, Balance freezes until he returns.
August 19, 2017 - Saturday	Nonworking day for Bill.
August 20, 2017 - Sunday	Nonworking day for Bill.
August 21, 2017 - Monday	8 - Bill is in the office. Accrual resumes and adds the frozen expired balance of 2 days. All of the 2016 sick days have reaccrued.