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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Time Off Plans

Steps: Set Up Time Off Plans

  • Enable multiple job functionalities on your Workday tenant.
  • Security:
    Set Up: Time Off
     domain in Time Off and Leave functional area.
Time off plans enable workers to request time off and their managers to approve the requests. You can also use time off plans to set up accruals, time off taken, and balances. Enter basic information for a time off plan first, and then associate the components as you create them.
  1. Configure the
    Request Time Off
     and
    Correct Time Off
     business processes to route time off requests and adjustments to the appropriate roles for review and approval.
    You can configure the
    Request Time Off
     business process security policy so that secured roles can advance pending time off requests when the approver isn’t available.
  2. Configure time offs.
  3. Track accrual, time off, and time off plan balances:
    All time offs, accruals, and other calculation values associated with a time off plan must use the same unit of time.
  4. Create time off plans that track or don't track balances.
  7. (Optional) Configure the
    Time and Absence Dashboard
    .
  8. (Optional) Access the
    Maintain Time Off Plan Balance Display Priority for Search
     task.
    Enter priorities for time off plan balances that you want to display in the
    Your Time Off Summary
     card. Workday delivers these personalized results as part of the Smart Summaries feature. This card provides eligible workers:
    • Their time off balance, if you enter a priority.
    • Their upcoming time off within the next 30 days, regardless of the priorities that you enter.
    • A link to request time off and view all time off balances, if you enter a priority.
    When workers search for time off or other related terms, Workday displays the balance for the highest priority time off plan. Plans with a lower number have a higher priority.
    When entering priority values for your organization, consider what the highest priority time off plan balances might be for all users. Your users might have different eligibility based on country or location. Allocate priority based on your own country-specific configuration and decide on a convention.
    Entering a priority of 1 for at least 1 time off plan ensures that Workday displays a balance in the
    Your Time Off Summary
     card when eligible workers search for time off or other related terms.
Priorities for Displaying Time Off Plan Balances in a Global Organization
Time Off Plan
Priority
FranceTimeOffPlan1 (Vacation)
101
FranceTimeOffPlan2 (Sick)
102
FranceTimeOffPlan3 (Jury Duty)
103
UKTimeOffPlan1 (Sickness)
201
UKTimeOffPlan2 (Vacation)
202
IrelandTimeOffPlan1 (Annual Leave)
301
IrelandTimeOffPlan2 (Sickness)
302
IrelandTimeOffPlan3 (Paternity Leave)
303
If you're using Workday Payroll to process worker payments, create pay components to calculate paid and unpaid time off.