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Administrator Guide
Last Updated: 2023-06-23
Examples: Effect of Limits and Accrual Timing on Adjustments and Overrides

Examples: Effect of Limits and Accrual Timing on Adjustments and Overrides

Time off limits and accrual limits can reduce or even eliminate adjustments and overrides made to a worker's time off or accrual.
Example 1: Accrual Limits
The Vacation time off plan has an accrual limit of 120 hours. Alex has an accrual balance of 110 hours going into the next balance period. The standard monthly accrual is 12 hours.
  • If you enter an accrual adjustment of 3 hours, Workday adds only 10 hours to the initial balance of 110.
  • If you enter an override of 15 hours (instead of the adjustment), Workday still adds only 10 hours to the initial balance of 110.
Example 2: Time Off Limits
The Vacation time off plan has a lower limit of zero hours. Alex has an accrual balance of 5 hours and takes off 4 hours. If you enter a time off adjustment of 4, Workday records only 1 adjusted hour as paid time off, because any time off over 5 hours exceeds the time off lower limit.

Effect of Accrual Timing on Adjustments and Overrides

Example 1: Accrual Adjustments
The Vacation time off plan has an accrual limit of 120 hours. The standard monthly accrual is 10 hours. Alex has an accrual balance of 110 hours going into the next balance period. You enter an accrual adjustment of 2 hours, and Alex requests 12 hours of time off.
  • If accrual processing occurs at the beginning of the period, Workday adds the 2 hours to the 10 normally accrued, increasing the balance to 122. It applies the limit and determines that the 120 limit is exceeded by 2. Workday reduces the accrual by 2.
  • If accrual processing occurs at the end of the period, Workday reduces the accrual balance of 110 by the 12 hours of time off, leaving a remaining balance of 98. It adds the adjustment of 2 for a total of 110, and applies limit testing. The limit isn't exceeded so Alex doesn't lose vacation time.
Example 2: Accrual Overrides
The Vacation time off plan has an accrual limit of 120 hours. The standard monthly accrual is 10 hours. Alex has an accrual balance of 110 hours going into the next balance period. You enter an accrual override of 15 hours, and Alex requests 12 hours of time off.
  • If accrual processing occurs at the beginning of the period, Workday adds the 15 hours to the 110 already accrued. It applies the limit and determines that the 120 limit is exceeded by 5. Workday reduces the accrual for the period to 10.
  • If accrual processing occurs at the end of the period, Workday reduces the accrual balance of 110 by the 12 hours of time off, leaving a remaining balance of 98. It adds the override of 15 for a total of 113, and applies limit testing. The limit isn't exceeded so Alex doesn't lose vacation time.
Example 3: Time Off Adjustments
The time off lower limit for sick time is zero hours. Sue has a balance of 2 hours going into the current period. She accrues 2 additional sick hours for the period, takes 2 hours off during the period, and you enter a time off adjustment of 4.
  • If accrual processing occurs at the beginning of the period, Workday records 2 of the adjusted hours as paid time off. The other 2 hours exceed the time off lower limit.
  • If accrual processing occurs at the end of the period, Workday doesn't record the adjustment as paid time off because it exceeds the time off lower limit.