Steps: Create Time Entry Templates
- Create time entry codes.
- Create time code groups.
- Create time tracking eligibility rules for assigning templates to workers.
You can use time entry templates with effective dates to customize time entry calendars for workers.
Workday recommends that you create separate templates for each group of workers with similar compensation and time entry requirements. Typically, you create templates by organization. Example: You create separate templates for food service workers, IT personnel, and instructors.
- (Optional) Steps: Set Up Worktags for Time Entry
- (Optional) Set Up Time Clock Event Matching Options.
- (Optional) Set Up Time Entry Calendars.
- (Optional) Set Up Time Submission
- (Optional) Add an effort certification step to theEnter Timebusiness process.
- (Optional) Set Up Calendar Totals.
- (Optional) Set Up Time Shift Options.
- (Optional) See: Steps: Set Up Project Time Entry.
- (Optional) See: Steps: Set Up Meal and Break Validations.
- (Optional) See: Steps: Set Up End of Shift Time Attestations.
- (Optional) See: Steps: Set Up Geofences for Mobile Time Entry.
Run these reports to verify time entry template details:
- All Time Entry Templates.
- All Time Entry Template Effective Dates.
- Audit - Workers with Multiple Time Entry Templates. Identify any workers who meet the eligibility rules for more than 1 time entry template.
- View Worker's Time Eligibility. Ensure that workers are eligible for only 1 time entry template.
You can copy time entry templates to create new time entry templates with similar configurations. From the related actions menu of a time entry template, select .
You can copy effective-dated configurations to create similar configurations with different dates. Access the
View Time Entry Template
report, and click Copy Effective-Dated Data
.Consider the impact on workers who have entered but not submitted time before you:
- Delete a template.
- Delete a template effective date.
- Inactivate a template.