Create Time Entry Validations
Security:
Set Up: Time Tracking
domain in the Time Tracking functional area.Create validations to:
- Warn workers when entering, or prevent workers from submitting, invalid time entries.
- Alert reviewers to conditions that need more careful review.
You can also organize validations into groups so that Workday applies them to a more narrow group of workers. Grouping subsets of time entry validations improves the performance of tasks that check for validations.
- Access theMaintain Time Entry Validationsreport.
- Click theNew Validationbutton for the severity of the validation that you need:
- Criticalerrors prevent workers from submitting time entries.
- Warningvalidations display to workers and approvers, but don't prevent time from being submitted or approved.
- Enter aDescriptionof the error or warning.Workday uses the description as the error or warning message if you don't enter custom validation text.As a best practice, use theDescriptionfield to explain the conditions that trigger the message. Create custom validation text for the message that workers see.
- (Optional) Assign the validation aCategory.Assigning a category makes it easier for you to find the rule later. You can use theMaintain Condition Rule Categoriestask to add or delete categories.
- (Optional) To copy an existing validation and modify it, select the validation in theCopy Condition from Rulefield.
- ForRule Conditions, describe the conditions that must be met to generate the error or warning.You can reference Workday-delivered conditions, as well as your own custom calculated fields, in theSource External Field or Condition Rulefield.Build all validation conditions in reference to one of these business objects:
- Time Block
- Time Day
- Time Month
- Time Shift
- Time Week
- Worker
All the error conditions that make up a validation rule should reference the same Time Tracking business object. Example: Don't reference both theTime DayandTime Weekbusiness objects in separate conditions in a single validation rule. If a validation includes conditions based on different business objects, it will fail to generate a warning or error. Alternatively, you can separate error conditions into different validation rules. - ClickOK.
- (Optional) Access theCreate Time Entry Validation Grouptask and create time entry validation groups:
- On theTime Entry Validationstab, select the validations to include in this group
- On theEligibilitytab, select one or more time entry template effective dates to include in the validation group. When a worker is assigned to a time entry template with validation groups, but the worker isn't eligible for any of the groups, Workday only runs ungrouped validations for that worker.
- (Optional) On theOptional Filterstab, select 1 or more values from theCountry/Country Regionfield.
- (Optional) SelectValidation Configure Validation Messagefrom the related actions menu of a validation to add custom validation text.Your message can include static text as well as dynamic values from report fields and calculated fields.
When workers create a time entry that meets the conditions for the validation, they receive a warning or error message. If the workers receive an error message, they can't submit the invalid time entry until it's resolved. Managers and other approvers see any warnings in the time entries that they receive for review.
- Issue a warning when workers enter more than 8 hours for a day.
- Access theMaintain Time Entry Validationsreport.
- ClickNew Validationnext toWarning.
- In theDescriptionfield, enter:More than 8 hours are reported for the day.
- (Optional) SelectTime Trackingas theCategory.
- Enter these values:FieldValueSource External Field or Condition RuleTotal Reported Hours for a DayRelational Operatorgreater thanComparison TypeValue specified in this filterComparison Value8
- Prevent workers from entering compensatory time when they haven't worked at least 40 hours in a week.
- Access theMaintain Time Entry Validationsreport.
- ClickNew Validationnext toCritical.
- In theDescriptionfield, enter:Comp time is not allowed when reported hours are less than 40.
- Enter these values:FieldValueSource External Field or Condition RuleTotal Reported Hours for a WeekRelational Operatorless thanComparison TypeValue specified in this filterComparison Value40
- Prevent workers from submitting time on days when they're on leave of absence.
- Access theMaintain Time Entry Validationsreport.
- ClickNew Validationnext toCritical.
- In theDescriptionfield, enter:You can't enter time if already on leave on the same day.
- Add a row with these values:FieldValueAnd/OrAndSource External Field or Condition RuleTotal Reported Hours for a DayRelational Operatoris greater thanComparison TypeValue specified in this filterComparison Value0
- FieldValueAnd/OrAndSource External Field or Condition RuleLeaves for a DayComparison TypeValue specified in this filterRelational Operatoris not empty