Set Up Third-Party Scheduling
- Create a time entry template.
- Security:Set Up: Time Trackingdomain in the Time Tracking functional area.
When you import scheduled shifts from third-party systems, you can enable Workday to retrieve related attributes from workers' imported shifts. On both desktop and mobile, when workers check in using the
Check In
or Add Clock Event
tasks, Workday can automatically populate the time entry code, position, and worktags using the data imported from the third-party scheduling system. - Workday doesn't currently support project time types on third-party schedules.
- You can't enable both third-party scheduling and Workday Scheduling.
- Access 1 of these tasks:
- Create Time Entry Template
- Edit Time Entry Template
- On theNoneffective-Datedtab, expand and complete theThird-Party Schedulingsection.
Option Description Import from Third-Party SchedulesSelect to use theImport Ad Hoc Schedulesweb service to import schedule events as schedule blocks. When workers check in, Workday searches for the nearest schedule block start time within a 12-hour timeframe. If Workday finds a schedule block for the worker, it applies any values specified in the block as default values on the check-in event. Example: You configure theChannelworktag with the value of Direct in the time entry code. The third-party scheduling event has aChannelattribute with the value of Partner. Workday automatically populates theChannelworktag with the value of Partner when the worker checks in.When Workday finds no scheduled shift or no value for an attribute in the schedule block, Workday uses the time entry code on the imported schedule event. Example: You configure theChannelworktag with the value of Direct in the Hours Worked time entry code. The third-party scheduling event has no attributes but specifies the time entry code to be Hours Worked. Workday automatically populates theChannelworktag with the value of Direct when the worker checks in.When there isn't a time entry code on the imported schedule event, Workday uses the default time entry code from the worker's time entry template and applies the value specified there. Example: You configure theChannelworktag with the value of Direct in the time entry code on the time entry template. The third-party scheduling event doesn't specify a time entry code or value for theChannelattribute. Workday automatically populates theChannelworktag with the value of Direct when the worker checks in.Use Time Tracking Worktag DefaultsWhen you select theImport from Third-Party Schedulescheck box and:- Clear theUse Time Tracking Worktag Defaultscheck box, if both the scheduled shift and the time entry code don’t specify values for a worktag, Workday doesn’t assign a value to that worktag.
- Also select theUse Time Tracking Worktag Defaultscheck box, if both the scheduled shift and the time entry code don’t specify values for a worktag, Workday evaluates the time entry template configuration and applies worktag values to the check-in event according to the worktag precedence rules. See Reference: Worktag Precedence in Time Entry.
Example: You configure theStoreworktag to default from the organizational assignment. If both the scheduled shift and the time entry code contain no value forStore, and you:- Clear theUse Time Tracking Worktag Defaultscheck box, then Workday doesn’t assign a default value toStore.
- Select theUse Time Tracking Worktag Defaultscheck box, then Workday populates theStoreworktag with the default value from the worker's organizational assignment.