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Administrator Guide
Last Updated: 2024-03-22
Create Time Accumulator Threshold Rules

Create Time Accumulator Threshold Rules

  • Create time accumulators to include in the rules.
  • Security:
    Set Up: Time Tracking
     domain in the Time Tracking and Time Tracking Hub functional areas
  • Configure the
    Time Accumulator Threshold Rule Opt Out
      and
    Time Accumulator Threshold Rule Opt In
     business processes and security policies in the Time Tracking functional area.
You can create time accumulator threshold rules for a rule group to specify the hours a group of workers shouldn't exceed in a reference period.
  1. Access the
    Create Time Accumulator Threshold Rules
     task.
  2. Enter a
    Rule Group Name
    . You create threshold rules within rule groups. Create rule groups based on how you want to organize accumulator threshold rules in your organization.
  3. (Optional) Enter percentages at which to display warnings on the Workers Approaching Time Accumulator Threshold card if you're using the card in the Time and Scheduling Hub.
    The threshold levels apply to all rules in the rule group. The value that you enter for
    Threshold Level 1 Warning Percent
     must be less than the
    Threshold Level 2 Warning Percent
     value.
  4. Click
    Add Rule
    .
  5. As you complete the grid, consider:
    Option Description
    Time Accumulator
    Select the time accumulator to which the rule applies.
    Worker Eligibility
    Select 1 or more worker eligibility rules for Time Tracking.
    For performance reasons, Workday recommends that workers aren't eligible for more than 2 time accumulators at a time. Workers can be eligible for multiple threshold rules per time accumulator without any performance impacts.
    Workday evaluates the eligibility when you assign workers to the rule using the
    Mass Assign Time Accumulator Threshold Rules
     task.
    Start Date
    Select the date from which the rule applies. Workday recommends that the start date aligns with the first day of the period.
    End Date
    (Optional) Rules without an end date start again when the
    Reference Period
     ends, based on the
    Length
    . Workday recommends that you specify an end date for rules that you want to use for a fixed period of time.
    Reference Period
    Select a
    Unit of Time
    , from 1 of these options:
    • Rolling Periods
    • Static Periods
    • Period Schedules
    Enter a
    Length
     when you select a rolling or static period. When you select
    Period Schedule
    , you can't enter a length.
    Threshold
    Select the
    Calculation
     option to use for comparison against the threshold
    Amount
    . The values that you can select depend on the unit of time for the reference period. See Reference: Time Accumulator Threshold Calculations.
    Standard Week Excludes
    Select the days of the week to exclude from the rule when you select the
    Average Quantity per Standard Day
     calculation option.
    Standard Day
     is a calendar day. Workday counts hours with the specified calculation tags on any day, except on days that you select in this column.
    Worked Day
     is a day on which time or time off is present. Days without time or time off don't count. If you select an average as the calculation in the threshold rule, Workday divides the quantity in the accumulator by the number of days worked.
    Calculated Results
    Specify the time calculation tags to add or remove time if a worker exceeds their threshold limit. Example: When a worker exceeds 160 hours in a month, you might want to add a calculation tag for overtime and remove a calculation tag for regular time.
    Workday displays the
    Calculation Priority
     value after you configure the time accumulator threshold rule priority. See Maintain Time Accumulator Threshold Rule Priorities.
    Workday includes rules in the accumulated overtime calculation only if they have calculation tags.
    Workers should be eligible for only 1 accumulated overtime calculation. If a worker is eligible for more than 1, Workday runs the calculation with the lower priority.
    Opt-In/Opt-Out Configuration
    (Optional) Select the
    Allow Opt Out
     check box to enable workers to opt out of the rule and opt back in when necessary. This also enables managers to opt their workers out of the rule and opt back in when necessary. Set the minimum number of days notice required for workers to opt out or back into the rule. Enter values from 0-99 for:
    • Opt Out Notice Period (Days)
    • Opt In Notice Period (Days
    Click
    Configure Display Text
     to enter the policy text that Workday displays to workers when they opt out or into time accumulator threshold rules.
    Ensure that you configure the
    Time Accumulator Threshold Rule Opt Out
      and
    Time Accumulator Threshold Rule Opt In
     business processes to enable workers to opt out of the rule and opt back in, and to enable managers to initiate the process to opt workers out of and into the rules.
    Workday displays an
    Opt Out
     button beside the rule on the worker's
    Time Accumulator Rules
     report, or an
    Opt In
     after the worker opts out.
    Managers can use
    Opt Workers Into Time Accumulator Threshold Rules
     and
    Opt Workers Out of Time Accumulator Threshold Rules
     tasks to opt workers out and back into the rules.