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Administrator Guide
Last Updated: 2024-01-26
Steps: Set Up Defaults for Service Dates

Steps: Set Up Defaults for Service Dates

Configure the
Service Dates Change
 business process and security policy in the Staffing functional area.
Add the
Service Dates Change
 business process as a subprocess of a Staffing business process.
You can default service dates when the
Service Dates Change
 business process is a subprocess of a Staffing business process such as
Change Job
 or
Hire
.
  1. Access the
    Create Service Date Defaults Condition Rule
     task.
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  2. Create a set of condition rules that you can use to determine when to populate a specific service date.
    You can use these fields in your condition rules:
    • Employee Was Contingent Worker
    • Is Employee Rehired As Contingent Worker
    • Worker Termination Date
    Example: You create a condition rule to identify workers who you rehired within 30 days of their termination date. You want to use the
    Original Hire Date
     to populate the
    Benefits Service Date
     for those workers.
  3. (Optional) Create condition rules to avoid overriding existing service dates.
    To avoid overriding existing service date values, add the service date is blank report fields as conditions for your rules:
    • Benefits Service Date is Blank
    • Company Service Date is Blank
    • Continuous Service Date is Blank
    • Date Entered Workforce is Blank
    • Expected Retirement Date is Blank
    • Original Hire Date is Blank
    • Retirement Eligibility Date is Blank
    • Seniority Date is Blank
    • Severance Date is Blank
    • Time Off Service Date is Blank
    • Vesting Date is Blank
    Example: You manually enter a
    Benefits Service Date
     when hiring a worker. To avoid overriding that value, you add the
    Benefits Service Date is Blank
     report field to the condition rule.
  4. (Optional) Create Calculated Fields.
    Create custom fields to use in staffing field defaults. Select one of these business objects:
    • Action Event
    • Event
    • Worker Business Process
  5. Access the
    Maintain Staffing Field Defaults
     task.
  6. Select the
    Service Dates Change
     tab.
  7. Associate 1 or more condition rules for specific staffing fields in the business process and define the value that populates that field.
    As you complete this task, consider:
    • Defaults only apply when
      Service Dates Change
       is a subprocess of a staffing business process.
    • Workday processes rules in the order they display in the grid. Once a field meets the conditions for a rule, Workday ignores any remaining rules for that field.
    • To ensure that a field always populates, create a row at the bottom of the grid where:
      • The
        Condition Rule
         field is blank.
      • The
        Value
         field has a value.
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  8. (Optional) Default the
    Worker Hire Date
     for worker service dates.
    Add the
    Worker Hire Date
     report field to the
    Report Field
    .
  9. (Optional) Configure defaults to populate service dates from the previous job for a worker.
    Select these fields in the
    Report Field
    :
    • Benefits Service Date – Previous Job
    • Company Service Date – Previous Job
    • Continuous Service Date – Previous Job
    • Date Entered Workforce - Previous Job
    • Expected Retirement Date – Previous Job
    • Hire Date – Previous Job
    • Original Hire Date – Previous Job
    • Retirement Date – Previous Job
    • Retirement Eligibility Date – Previous Job
    • Seniority Date – Previous Job
    • Severance Date – Previous Job
    • Time Off Service Date – Previous Job
    • Union Seniority Date – Previous Job
    • Vesting Date – Previous Job
  10. (Optional) Configure calculated fields in the
    Report Field
    .
    You can't use calculated fields that contain sensitive data. Example:
    Date of Birth
    .
When you complete the staffing business process, Workday applies the rules you created to populate the service date fields in the staffing event. When the event has autocomplete enabled on the business process definition, Workday attempts to complete the event automatically with the information in the populated fields.
You hire a worker in the USA who has a default value for the
Benefits Service Date
 field. You want to populate the
Benefits Service Date
 automatically with the hire date for the worker.
  1. Configure
    Service Dates Change
     as a subprocess of
    Hire
    .
  2. Access the
    Create Staffing Field Defaults Condition Rule
     task and create a condition rule named
    Hire in USA with Default Value
    And/Or
    (
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    )
    And
    Part of another business process of Type
    In the selection list
    Value specified in this filter
    Hire
    And
    Benefits Service Date is Blank
    Equal to
    Value Specified in this filter
    Yes
    And
    Country of Location Proposed is United States
    Equal to
    Value Specified in this filter
    Yes
  3. On the
    Maintain Staffing Field Defaults
     task, access the
    Service Dates Change
     tab.
  4. Select the
    Add
     button.
  5. Select
    Benefits Service Date
     as the
    Field
    .
  6. Configure the
    Hire in the USA with Default Value
     condition rule.
    Select
    Worker Hire Date
     as the
    Report Field
    .
  • You can view the service dates change event on the Worker History tab on the Job page of the Worker Profile.
  • Correcting the parent event, such as
    Hire
     or
    Change Job
     business process events, won't automatically update the service dates. If you want to correct the service dates, you can access the
    Correct
     action as a related action for the
    Service Dates Change
     business process event when you have access to the
    Correct
     action on the
    Edit Business Process Security Policy
     task for the
    Service Dates Change
     business process.