Example: Track Working and Overtime Restrictions Against a Threshold

This example illustrates how to use time accumulators to track time over long reference periods against a specified threshold. Workday can then tag time differently once workers exceed the threshold.

Your organization wants to use time accumulators to track regular working time and overtime for workers in:

The US: You want to create 2 time accumulators and a threshold rule to ensure that workers don't exceed the working time restrictions. When workers work more than 160 hours in a month, you want to tag their regular working hours as overtime.

Canada: You want to create a time accumulator for flextime and a threshold rule.

Create time entry templates.

See Steps: Create Time Entry Templates.

Create time offs.

See Steps: Create a Time Off.

Create Worker Eligibility Rules for Time Tracking.

Create an accumulated overtime calculation.

See Create Accumulated Overtime Calculations.

Create Time Calculation Tags.

Security: Set Up: Time Tracking
domain in the Time Tracking functional area.

Create a time accumulator for regular working time.

Access the

Create Time Accumulator

task and enter:

Field	Value
Name	US Working Time
Add Time Calculation Tags	Regular
Time Day Based On	Calculated Date

Click

and

Done

Create a time accumulator for overtime.

Access the

Create Time Accumulator

task and enter:

Field	Value
Name	US Overtime
Add Time Calculation Tags	Overtime
Time Day Based On	Calculated Date

Click

and

Done

Create a time accumulator for flextime.

Access the

Create Time Accumulator

task and enter:

Field	Value
Name	Flextime
Add Time Calculation Tags	Flextime
Time Day Based On	Calculated Date

Create the time accumulator threshold rule for US workers.

Access the

Create Time Accumulator Threshold Rules

task and enter:

Field	Value
Rule Group Name	US Shift Workers
Threshold Level 1 Warning Percent	65
Threshold Level 2 Warning Percent	90

In the rule grid, add a row with these settings:

Field	Value
Rule Name	Working Time
Time Accumulator	US Working Time
Worker Eligibility	USA-CA - Time Template - In/Out - Shift
Start Date	11/01/2022
Unit of Time	Static Months
Length	1
Calculation	Total Quantity per Period
Amount	160
Add Calculation Tags	Overtime
Remove Calculation Tags	Regular

Click

and

Done

Create the time accumulator threshold rule for Canadian workers.

Access the

Create Time Accumulator Threshold Rules

task and enter:

Field	Value
Rule Group Name	Canada Workers
Threshold Level 1 Warning Percent	65
Threshold Level 2 Warning Percent	90

In the rule grid, add a row with these settings:

Field	Value
Rule Name	Flextime Accumulation
Time Accumulator	Flextime Accumulation
Worker Eligibility	Global Exclusions - Time Template - Hours Only Non Project Workers
Start Date	10/01/2022
Unit of Time	Static Months
Length	3
Calculation	Total Quantity per Period
Amount	20
Add Calculation Tags	Flextime Paid at 1.25

Click

and

Done