Change Worker Service Dates
Configure the
Service Dates Change
business process and security policy in the Staffing functional area.Manage the various service milestone dates for workers. You can tailor your use of these dates to meet your needs.
You can select the
Enable Autocomplete
check box on the Service Dates Change
business process definition. Once enabled, Workday automatically completes the change event for the service date.You can rename service date fields in the
Staffing
context using the Maintain Custom Labels
task. Workday suggests that you work with your HR specialist to ensure that you aren't changing the field meaning. Many of these dates automatically populate from the
Hire Employee
or Contract Contingent Worker
tasks. Changes to some of the dates can impact other areas within Workday, such as Benefits, Compensation, and Absence. Whether they determine eligibility for benefits depends on how you configure your benefit and other eligibility rules.We recommend that you use v43.0 of the
Edit Service Dates
web service to specify effective dates if you've opted in to Effective Dating for Service Dates
feature.You can default service dates when the
Service Dates Change
business process is a subprocess of a Staffing business process. Configure defaulting rules for Service Dates Change
using the Maintain Staffing Field Defaults
task.Because workers can have multiple jobs, you can find dates relating to:
- Length of time in a position.
- End of employment on the position.
These scenarios can affect service dates:
- First hire or rehire. With or without theEdit Service Datestask as a subprocess, or when making a hire date correction.
- Accessing theEdit Service Datestask: As a stand-alone or as a subprocess on any business process other thanHire.
- Termination.
- Access theEdit Service Datestask.
- As you complete this task, consider:DateDescriptionEffective DateEnter the date that the service date changes are effective for the worker.This field displays when you opt in toEffective Dating for Service Dateson theMaintain Feature Opt-Instask. You can't opt out after you opt in. Existing service date events you created prior to opting in to the feature are not effective dated.When you add theService Dates Changebusiness process as a subprocess of a staffing business process, Workday defaults the date with the effective date of the parent event. The defaulted effective date is read-only and isn't editable.Hire DateorContract Start DateAutomatically populates from the most recentHireorContract Contingent Workerbusiness processes.Original Hire DateEnables you to track when the organization first employed a worker.Used for COBRA eligibility and Form I-9 for US Payroll, and also for theLength of Service in Months from Original Hire Datereport field.Automatically populates from the earliestHire Date. However, when you manually edit theOriginal Hire Date, automatic population no longer occurs. To ensure that the date once again populates automatically, you can:
- Enter a new earliestHire Datethat is before the currentOriginal Hire Date.
- Manually edit theOriginal Hire Dateto match the earliestHire Date.
- Rehire the worker.
This service date only applies to employees.Continuous Service DateEnables you to give credit for past employment.Used in benefit elections, compensation period basis behavior, and length of service calculations.Automatically populates from the most recentHire Date. However, after you manually edit theContinuous Service Dateto a different date, it no longer automatically populates. To restore automatic population, you can either:- Manually edit theContinuous Service Dateto match theHire Date.
- Rehire the worker.
When theContinuous Service DateandHire Dateare the same, correcting theHire Dateautomatically corrects theContinuous Service Date. However, when the 2 dates are different, correcting theHire Datedoesn't affect theContinuous Service Date. You can't manually update theContinuous Service Datefield on aHirebusiness process correction.Length of ServiceAutomatically calculated from theContinuous Service Dateto the current date or termination date.If a worker has a future rehire date, this field calculates from theContinuous Service Dateto their termination date. This field doesn't calculate based on their future rehire date. When you rehire a worker, their length of service includes the time that you didn't actively employ them.Use theService Length Typefield in theEdit Tenant Setup - HCMtask to specify the display format.Date Entered WorkforceSupports statutory leave entitlements.Use theEdit Tenant Setup - Globaltask to track for workers in specific countries.This service date only applies to employees.Days UnemployedUsed only for China. Impacts statutory leave eligibility.This service date only applies to employees.Months Continuous Prior EmploymentUsed only for China. Impacts statutory leave eligibility.This service date only applies to employees.Benefits Service DateEnables you to track length of service for benefit programs. Example: Workers become eligible for insurance after a 3-month probation period.Available for use in user-defined calculations and eligibility rules.Workday empties the field during rehire.This service date only applies to employees.Company Service DateEnables you to track an additional service date, such as date of acquisition.Available for use in user-defined calculations and eligibility rules.Workday empties the field during rehire.This service date only applies to employees.Time Off Service DateEnables you to track time off eligibility based on a different service date. Example: Standard time off is 3 weeks per year, but some workers negotiate 4 weeks.Available for use in user-defined calculations and eligibility rules.Retirement Eligibility DateEnables you to track eligibility for retirement, such as when eligibility is based on length of service or age.Available for use in user-defined calculations and eligibility rules.This service date only applies to employees.Expected Retirement DateEnables you to report on retirement for workers who announce their retirement date in advance.Available for use in user-defined calculations and eligibility rules.This service date only applies to employees.Seniority DateEnables you to track seniority based on a date other thanHire DateorCompany Service Date.Used in theLength of Service in Months from Seniority Datereport field. Available for use in user-defined calculations and eligibility rules.Automatically populates from the earliestHire Date. However, when you manually edit this field on the task, this automatic population no longer occurs until you rehire the worker.This service date only applies to employees.Severance DateEnables you to track how long a worker receives severance pay. Also used in compensation period basis behavior.Available for use in user-defined calculations and eligibility rules.This service date only applies to employees.Vesting DateEnables you to track when a worker is fully vested, when this differs from standard vesting rules.This service date only applies to employees.Service Dates Change HistoryDisplays a report of all service date changes for the worker.
You can view service dates on worker profiles and in the
View Service Dates
report. You can use the View As Of
field in the report to view service date changes in effect for a worker as of a specific date.You can correct the
Service Dates Change
business process event from the related actions menu on the event. If you opted in to the
Effective Date for Service Dates
feature on the Maintain Feature Opt-Ins
task:
- You can't opt out after you opt in.
- Existing service date events you created prior to opting in to the feature are not effective dated. TheEffective Datefield on those events uses the date the event was initiated. You can update theEffective Datewhen you correct the event.
- You can correct the effective date on standaloneService Dates Changebusiness process events.
- Set up the security for theCorrectaction on theService Dates Changebusiness process using theEdit Business Process Security Policy.
- Enter anEffective Datethat doesn't conflict with any existing staffing events. Example: You have a service date event that's effective 2024-05-30, and a Change Job event effective 2024-03-30. You want to correct the service date event to 2024-02-27. You need to resolve the date of the Change Job event before you can correct the service date event.
- If you rescind an existing service date event that you created without anEffective Date, the worker's current service dates won't change. After you rescind an existing service date event, Workday recommends that you either:
- Edit the service dates using theEdit Service Datestask.
- Correct the previous service date event.
- You can see aService Dates Change Historytable when you view, edit, or correct service dates. Existing service date events you created prior to opting in to the feature won't display anEffective Date.
- You can create a custom report using the Effective Date for Service Dates report field. The report field returns the effective date for service date events created or corrected after you opted in to the feature, and returns blank for non-effective dated events.