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Administrator Guide
Last Updated: 2023-06-23
Adjust Time Off for Worker

Adjust Time Off for Worker

  • Enable the
    Adjustments Allowed
     option for the time off.
  • Security:
    Worker Data: Time Off (Adjustments and Overrides)
     domain in the Time Off and Leave functional area.
Adjust the time for a worker during 1 processing period. Before making an adjustment, review their current time off plan balance on the
Time Off Balance
 report.
  • If the worker isn’t eligible, Workday processes the adjustment only if you modify the time off eligibility criteria.
  • Time off limits and the timing of accrual processing can reduce or eliminate an adjustment.
    You can use the
    Maintain Accrual and Time Off Limit Overrides
     task to suspend time off limits for an employee.
You can also use the
Put Absence Input
 web service to adjust time off.
  1. Access the
    Maintain Accrual and Time Off Adjustments/Overrides
     task.
  2. Search for the worker.
  3. On the
    Adjustments
     tab, specify:
    Option Description
    Select Accrual/Time Off
    The time off to adjust, such as
    Sick Time Off
    .
    The prompt automatically displays the time offs the worker is eligible for. Alternatively, you can select from the
    Absence Accruals and Time Off Worker Ineligible
     folder.
    Workday processes the adjustment if you modify the time off eligibility criteria for workers that are ineligible.
    Units
    The number of hours or days for the adjustment. A positive number reduces the time off plan balance. A negative number increases the plan balance and can be useful if you need to offset an automated termination adjustment.
    Period
    The period to adjust. The prompt automatically displays periods associated with the time off plan that includes the time off.
    Time off adjustments can’t span multiple periods.
    To select a period for which the worker is ineligible for the time off, select from the
    All Periods for Start Period
     folder.
    Reference Date
    Determines when to include the adjustment in time off calculations. You can select any date in the
    Period
    . Balances reflect the adjustment if you calculated on or after the reference date.
    Example: The period is February 1 to 28. If the reference date is February 18, time off balances displayed on or after that date reflect the adjustment.
    Position
    Applies only if the time off is associated with a position-based time off plan.
    Batch ID
    You can link the adjustment to a batch ID created using the
    Put Absence Input
     web service. Batch IDs enable you to manage time off adjustments for multiple employees at the same time.
  4. If adjusting a time off for which the worker or position isn’t eligible, modify the time off eligibility.
    1. Access the
      Edit Time Off Plan
       task or the
      Edit Time Off
       task, depending on where you defined eligibility for the time off.
    2. Add this Workday-provided calculation to the eligibility rules:
      Absence Input (Period-Specific) Exists for the Job for Absence Component.
      This rule works for both worker-based and position-based time off plans. For position-based plans, Workday looks for input for the position.
      Add the calculation on a separate row.
  5. (Optional) Access the
    Delete Accrual and Time Off Adjustments/Overrides by Batch ID
     task to delete.
Adjusting Time Off for a Worker
Adam's time off plan balance is 40, but should be 32. To adjust his time off and have Workday reflect the adjustment when you display balances, complete these fields:
Select Accrual/Time Off
Units
Period
Reference Date
Vacation Time Off
8
06/01/2011 - 06/30/2011
06/15/2011
Adjusting Time Off for Which a Worker is Not Eligible
Tim transfers to a new organization and loses eligibility for time off. To eliminate and pay out his remaining time off balance of 32 hours:
  1. Use the
    Edit Time Off Plan
     task to enter a worker eligibility override that uses the calculation
    Absence Input (Period Specific) Exists for the Job for Absence Component
    .
  2. Use the
    Maintain Accrual and Time Off Adjustments/Overrides
     task to enter a time off adjustment for 32 hours in the current period.
Use these reports to view time off adjustments:
  • Accrual and Time Off Adjustments/Overrides
    . View for a selected organization.
  • Accrual and Time Off Adjustments/Overrides by Batch ID
    .
Access the
Delete Accrual and Time Off Adjustments/Overrides by Batch ID
 task to delete time off adjustments, accrual adjustments, and overrides.