Concept: Relationship of Time Off Plan Components
A time off plan defines rules for entering and tracking 1 or more related
time offs. When you set up time off plans, workers and managers can enter time off
requests, correct requests, and track the status of requests through self-service pages and
reports. Administrators can track, adjust, and manage accrual, time off, and time off plan
balances.
Components of Time Off Plans
To build a simple plan that supports basic time off entry and approval, create time offs
and add them to a time off plan.
Time off plans that track accrual and time off balances include additional
components:
- Time offs
- Time off types
- Validation text
- Accruals
- Balance Period
- Period Schedule
Time Off Priorities and Accruals
When a
period includes an accrual with a custom frequency, Workday processes time offs by
priority for the days taken before the accrual. Workday processes time offs taken after
the accrual separately.
The accrual for Lisa's time off plan occurs on the 15th of
each month. Lisa requests:
- March 4: Sick time (priority 3).
- March 5: Vacation (priority 1).
- March 20: Floating holiday (priority 2).
- March 21: Vacation (priority 1).
- March 5 vacation.
- March 4 sick time.
After processing the accrual, Workday processes the time off in this order:
- March 21 vacation.
- March 20 floating holiday.