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Administrator Guide
Last Updated: 2026-03-13
Steps: Set Up Time Offs

Steps: Set Up Time Offs

When you create definitions for each time off that workers can request, you can:
  • Specify the time off type and how workers can enter the request.
  • Enable adjustments.
  • Configure validation rules and options for workers to sell back a portion of their accrued time off.
  • Associate worktags with the time off.
  • Define requirements when a time off has eligibility criteria or limits that differ from the time off plan.
When a time off is part of a position-based time off plan, limits are based on position. You can define eligibility rules and validations that reference a worker's primary position or all positions.
  1. Create a time off. See Create Time Offs.
    Only fields within the tabs on this task are effective-dated. When you make changes to any fields outside of the tabs, Workday retroactively updates those fields with the new values in all existing time off definitions.
  2. (Optional) On the
    Validations
     tab, Create Time Off Validations.
  3. (Optional) On the
    Time Off Plan Overrides
     tab, Create Time Off Plan Overrides for Time Offs.
  4. (Optional) On the
    Reasons
     tab, configure reasons for workers to report when requesting this time off.
    The
    Reason ID
     is used in web service API and EIB uploads for time off requests. Workday updates the
    Count
     each time a time off entry includes the reason.
  5. (Optional) On the
    Worktags
     tab, associate worktags with the time off, enabling eligible workers to select worktag values when they enter time offs. See Steps: Set Up Worktags for Time Offs.
  6. On the
    Forfeiture Options
     tab, choose the forfeited absence component to adjust. The options are available when you select the
    Enable Forfeiture for Time Off Adjustment
     check box. See Steps: Enable Forfeiture Adjustments for Time Off Plans.
  7. (Optional) On the
    Sell Options
     tab, set up the options for workers to sell back any portion they accrued from this time off. The options are available when you select the
    Allow to Sell Time Off
     check box. See Steps: Set Up Sell Time Off.
  8. When reviewers are unavailable, or if you want to approve multiple in-progress time off requests, use the
    Mass Operation Management
     task. This task advances business process requests for a selected group of workers using a custom report. Your custom report must generate a list of time off request events requiring approval. Configure relevant security groups in the Manual Advance action of the
    Request Time Off
     business process and security policy in the Time Off and Leave functional area.
Add time offs to:
  • Time off plans.
  • The appropriate time off security segment to enable users to access them in a time off request or correction. We recommend performing this step after you add the time offs to a time off plan.
You can access the
All Time Offs
 report to review the configuration of time offs.