Concept: Effective Dating for Absence
When creating a new time off plan, you must select an effective date to create a dated
configuration snapshot. Additionally, when editing an existing accrual, time off, or
time off plan, you’re prompted to edit an existing or create a new effective-dated
snapshot. You can select from period start dates that derive from the period schedule of
the Time Off plan.
Only fields in the tabbed sections of these tasks are effective-dated:
- Create Time Off Plan
- Edit Accrual
- Edit Time Off
- Edit Time Off Plan
The
Absence Configuration Snapshots
report enables you to compare
configurations across snapshots for an absence setup object. Example: Effective Dating a Time Off Plan
Your local government introduces eligibility for time off for the birth of a child or
to care for a family member with serious illness. The update is effective January 1
of the next year. Enter 1/1/2019 as the effective date for your time off plan while
using the
Edit Time Off Plan
task to make the necessary
updates.Example: Effective Dating a Time Off
Your company introduces a minimum time off validation per day, effective from the
first day of March. Enter 1/3/2018 date as the effective date when using the
Edit Time Off
task to make the necessary updates.Example: Effective Dating an Accrual
Your company increases the annual leave accrual amount, effective January 2019.
Update the accrual calculation using the
Edit Accrual
task,
effective 1/1/2019.Example: Deleting an Effective-Dated Snapshot
In a Nonproduction environment, you create an absence set up object snapshot
effective-dated August 1, 2020. You realize that the snapshot should be
effective-dated June 30, 2020, but you can't change the date. You can delete
individual snapshots, but only in Nonproduction environments.
Workday recommends that you thoroughly test your configuration in a Nonproduction
environment before you move it to Production.
Access the
Absence Configuration Snapshots
report.From the related actions menu of the snapshot you want to delete, select .
Use Object Transporter to migrate snapshots related to the absence configuration
object you want to migrate. Object Transporter:
- Migrates all new snapshots.
- Migrates changes to existing snapshots.
- Overwrites the configuration for the existing snapshot in Production.
If you delete a snapshot in the Nonproduction environment before migrating the
object, Object Transporter won't delete the corresponding snapshot in
Production.
You can't use Object Transporter to change the effective date or delete an existing
snapshot because it can cause unforeseen consequences and bad data.