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Administrator Guide
Last Updated: 2025-07-25
Steps: Set Up Defaults for Change Job Fields

Steps: Set Up Defaults for Change Job Fields

This topic is relevant to the enhanced change job experience. The new change job experience is available to all customers at this time.
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
Based on your configuration, the defaults in the fields will update as the user edits these fields in the business process:
  • Employee Type
  • Job Profile
  • Location
  • Position
  • Scheduled Weekly Hours
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
  1. Access the
    Create Change Job (All) Defaults Condition Rule
     task.
    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 the
    Job Title
     field based on what the user enters in the
    Job Profile
     field. You create a condition rule using the
    Job Profile - Proposed
     field.
  2. (Optional) Create Calculated Fields.
    Create custom fields to use in staffing field defaults. Select these values on the calculated field:
    Field
    Value
    Business Object
    Change Job
    Authorized Usage
    Staffing Field Defaults - Change Job
  3. Access the
    Maintain Staffing Field Defaults
     task.
  4. Select the
    Change Job (All)
     tab.
    Create a row for each field that you want to create defaulting rules for.
  5. Select the condition rules you created in the
    Condition Rule
     prompt.
  6. 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 a
      Change Job
       event.
    • 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 the
      Change Job
      event.
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  7. (Optional) Configure calculated fields in the
    Report 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.
  1. On the
    Maintain Staffing Field Defaults
     task, access the
    Change Job (All)
     tab.
  2. Select the
    Add
     button.
  3. Select
    Time Type
     as the
    Field
    .
  4. Create a new row.
  5. Access the
    Create Change Job (All) Defaults Condition Rule
     task from the
    Condition Rule
     prompt.
  6. Click OK.
  7. Enter
    Scheduled Weekly Hours Less Than 35
     in the
    Description
      field.
  8. Select these values in the
    Rule Conditions
     grid:
    And/Or
    (
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    )
    And
    Scheduled Hours - Proposed
    less than or equal to
    Value specified in this filter
    35
  9. Click
    OK
    .
  10. Return to the
    Change Job (All)
     tab on the
    Maintain Staffing Field Defaults
     task.
  11. Select
    Scheduled Weekly Hours Less Than 35
     in the
    Condition Rule
    column.
  12. In the
    Value
     column, select
    Part time
     as the
    Specific Value
    Click
    OK
    .
    .