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Administrator Guide
Last Updated: 2024-01-26
Steps: Set Up Worker Start Date Corrections

Steps: Set Up Worker Start Date Corrections

The
Correct Worker Start Date
 business process enables you to:
  • Move a worker's hire date.
  • Manage blocking events for the new hire date.
This feature doesn't apply to contingent workers.
  1. Access the
    Create Business Process Definition (Default Definition)
     task.
    Create these business process definitions:
    • Correct Worker Start Date
    • Notify Worker Start Date Correction Event
    Security:
    Business Process Administration
     domain in the System functional area.
  2. Configure the
    Correct Worker Start Date
     business process security policy in the Staffing functional area.
    Ensure that groups with access to the
    Correct Worker Start Date
     action step also have permission to correct hire events.
    Configure the
    Notify Worker Start Date Correction Event
     business process security policy in the Staffing functional area.
    Assign the Worker Start Date Correction Assignee security group to the
    Blocking Action for Worker Start Date Correction
     action step. Make no other changes to the security policy.
  3. Configure a business process definition for these business processes:
    • Correct Worker Start Date
    • Notify Worker Start Date Correction Event
    For the
    Correct Worker Start Date
     business process, include only:
    1. An
      Initiation
       step.
    2. The
      Correct Worker Start Date
       action step.
    3. (Optional) A
      Review Documents
       type step. Ensure that this step is after the
      Correct Worker Start Date
       action step.
    4. (Optional) An approval step. Ensure that this step is after the
      Correct Worker Start Date
       action step and is the completion step.
    For the
    Notify Worker Start Date Correction Event
     business process, include only:
    1. An
      Initiation
       step.
    2. The
      Worker Start Date Correction Assignee
       security group on the
      Blocking Action for Worker Start Date Correction
       action step.
  4. Edit Domain Security Policies.
    Configure the security policies for these domains in the Staffing functional area:
    • Set Up: Maintain Defaulting Rules for Worker Start Date Correction
    • Staffing Actions: View Worker Start Date Correction
    • Staffing Actions: View Worker Start Date Job
  5. (Optional) Access the
    Maintain Defaulting Rules for Worker Start Date Correction
     task.
    Set up defaulting rules for some events in the
    Correct Worker Start Date
     business process. During the
    Correct Worker Start Date
     business process, users can edit these defaults before submitting the event grid. As you complete the task, consider:
    Option Description
    Event
    Includes all worker events that support cancel, correct, or rescind. When an event isn't blocking the hire date and doesn't support those actions, it doesn't display in the grid.
    You can create only 1 defaulting rule for each event type.
    Proposed Action
    Workday only enables you to select proposed actions that are possible for each event.
    When you select these actions, Workday only routes a task to
    My Tasks
     of the
    Notify
     groups when an error occurs:
    • Automatically Correct
    • Automatically Rescind/Cancel
    When you select
    Manually Correct
    , Workday routes a task to
    My Tasks
     of the
    Notify
     groups.
    Proposed Effective Date
    When you select the
    Same as Proposed Hire Date
     option, the proposed effective date for the event will default to the proposed hire date.
    When you select the
    Same Interval Between Dates
     option, Workday uses the interval of time between the current hire date and the current event effective date. Example: The current one-time payment date is 1 week after the current hire date. The proposed effective date for the one-time payment will also default to 1 week after the proposed hire date.
    Notify
    Only displays the groups that have permission on the associated business process security policy, to correct, rescind, or cancel the event. Workday sends a task to
    My Tasks
     of these groups when:
    • You select a manual proposed action.
    • Workday encounters an error while attempting to automatically correct, rescind, or cancel an event.
    Include
    Clear this check box to exclude events from the start date correction for the worker. You can only clear events that don't block the new hire date.
Use the
Request Worker Start Date Correction
 task to initiate a start date correction for a worker.
View the status of the start date correction with the
View Worker Start Date Correction
 report.
To edit documents that you attached to the business process for the worker, access the
View Worker Start Date Correction
 report. From the related actions menu of the
Business Process
, select
Business Process
Manage Attachments
.