Steps: Set Up Defaults for Change Job Fields
This topic is relevant to the legacy change job experience. We plan to retire this topic in a future release.
Configure the
Change Job
business process and security policy in the Staffing functional area.Security:
Set Up: Staffing
domain in the Staffing functional area.You can set up defaulting for these fields on the
Change Job
business process:
- Business Title
- Job Title
- Time Type
- Work Shift
You can use these web services to load and retrieve the data in bulk:
- Get Staffing Field Defaults
- Put Staffing Field Defaults
- Get Staffing Field Defaults Condition Rules
- Put Staffing Field Defaults Condition Rules
- Access theCreate Change Job (All) Defaults Condition Ruletask.Create a set of condition rules that you can use to determine when to populate a specific change job field.Example: You want to default theJob Titlefield based on what the user enters in theJob Profilefield. You create a condition rule using theJob Profile - Proposedfield.
- (Optional) Create Calculated Fields.Create custom fields to use in staffing field defaults. Select these values on the calculated field:FieldValueBusiness ObjectChange JobAuthorized UsageStaffing Field Defaults - Change Job
- Access theMaintain Staffing Field Defaultstask.
- Select theChange Job (All)tab.Create a row for each field that you want to create defaulting rules for.
- Access theCreate Change Job (All) Defaults Condition Ruletask from theCondition Ruleprompt.Create a set of condition rules that determine when to populate a specific change job field.Example: You want to default theJob Titlefield based on what the user enters in theJob Profilefield. You create a condition rule using theJob Profile - Proposedfield.
- 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:
- Defaulting applies to all change job initiating actions, and the review and approval steps. Defaulting doesn't apply when you correct aChange Jobevent.
- 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.
- Users can override field defaults when completing theChange Jobevent.
Security:Set Up: Staffingdomain in the Staffing functional area. - (Optional) Configure calculated fields in theReport Field.You can't use calculated fields that contain sensitive data. Example:Date of Birth.
During a
Change Job
event, Workday evaluates condition rules and applies defaults dynamically while users make changes to these fields:
- Employee Type
- Job Profile
- Location
- Position
- Scheduled Weekly Hours
You want to default the
Time Type
field based on what the user enters in the Scheduled Weekly Hours
field.
- On theMaintain Staffing Field Defaultstask, access theChange Job (All)tab.
- Select theAddbutton.
- SelectTime Typeas theField.
- Create a new row.
- Access theCreate Change Job (All) Defaults Condition Ruletask from theCondition Ruleprompt.
- Click OK.
- EnterScheduled Weekly Hours Less Than 35in theDescriptionfield.
- Select these values in theRule Conditionsgrid:And/Or(Source External Field or Condition RuleRelational OperatorComparison TypeComparison Value)AndScheduled Hours - Proposedless than or equal toValue specified in this filter35
- Click OK.
- Return to theChange Job (All)tab on theMaintain Staffing Field Defaultstask.
- SelectScheduled Weekly Hours Less Than 35in theCondition Rulecolumn.
- In theValuecolumn, selectPart timeas theSpecific Value.