Concept: Time Tracking and Absence Management
Tracking Time Off
When you use both Workday Absence Management and Time Tracking:
- You can configure a time off so workers can request it using theRequest Time Offbusiness process or enter it through Time Tracking. You can also configure the time off so workers can use both options.
- Time offs entered through theRequest Time Offbusiness process display on the time entry calendar when workers submit them for approval.
- You can access theRequest Absencetask andManage Absencereport from the worker's time entry calendar only if you add security groups to 1 these initiating actions:
- Request Time Off for SelfandRequest Time Off for Workeron theRequest Time Offbusiness process.
- Edit Time Off for SelfandEdit Time Off for Workeron theCorrect Time Offbusiness process.
- Including Time Off in Calculations and Totals
- Use theCreate Time Offtask to assign time calculation tags to time offs that you want to include in:
- Time calculations.
- Totals that display at the top of a worker's time entry calendar.
Example: To countPaid Time Offhours as regular hours when calculating overtime, assign theRegularcalculation tag toPaid Time Off.Time off hours inherit calculation tags from the time off object. Time calculations don't add or remove any other tags.Once Workday includes a time off in a time calculation, no recalculation occurs if you then edit time off for that week. Use theTime Entry Re calculatereport field in a business process or report to identify these situations. Then access theEnter Time for Workertask for the same week and clickOKto execute the time calculations again. - Options for Entering Time Off
- Method of EntryConfigurationApproval RoutingTime Off Plan BalancesTime Tracking: Select the time off from theTime Typeprompt when entering time.Time off and worked time is submitted and approved as 1 event.SelectEnter through Time Tracking Onlyon theCreate Time Offpage.Controlled by theEnter Timebusiness process.The business process event is created when you clickOK.Time off reduces the time off plan balance after approval. It updates the pending balance as soon as Workday saves it.Absence Management: Access theRequest Absencetask or theManage Absencereport.SelectEnter through Time Off Onlyon theCreate Time Offpage.Controlled by theRequest Time Offbusiness process.A separate time off event is created when you clickSubmit.Time off reduces the time off plan balance after approval.Both Time Tracking and Absence Management: Select the time off either from theTime Typeprompt when entering time or through theRequest Absencetask or theManage Absencereport.SelectEnter through Time Tracking or Time Offon theCreate Time Offpage.Controlled by either theEnter Timeor theRequest Time OfforCorrect Time Offbusiness process, depending on where the worker entered the time off.Time off reduces the time off plan balance after approval. Visibility in the pending balance depends on which method the worker used to enter the time off.Workday only permits 1 method of entry for each time off.When deciding how you want workers to enter a particular time off, consider who must approve it and whether workers should request it ahead of time. Example: You might want workers to enter unplanned sick time through theTime Typeprompt, and planned sick and vacation time through theRequest Absencetask. If you want managers to approve time off and worked time in the same event, use theEnter through Time Tracking Onlyoption. You can also use theEnter through Time Tracking or Time Offoption.All time off, regardless of how workers enter it, is subject to the data entry validations configured in Workday Absence Management.
- Time Off Configuration
- Use theCreate Time Offtask to configure these fields:
- Time Calculation Tags
- Entry Option
Time offs and time entry codes that have the same calculation tags must use the same units. - Time Offs with Start and End Times
- You can require workers to enter start and end times when they enter time off through Time Tracking and Absence Management. Use theEdit Time Offtask to configureStart and End Time Required.Workday calculates the duration of the time off based on the start and end times the worker supplies. Workers can also edit start and end times using theManage Absencereport.
- Paying Time Off
- Workday doesn't send any calculation tags to payroll for time off. To pay time off, map earnings to Absence Component Related Calculations (ACRC), not time calculation tags.
Accruals
You can base accruals defined in Workday Absence Management on a worker's calculated time. Example: You can create an accrual that entitles workers to compensatory time off instead of overtime.
- Assign calculation tags to the accrual to specify which time blocks to consider as a basis for compensatory time.
- For the accrual calculation, selectCalculated Time for Period for Accrual(an instance value calculation).This calculation sums the hours for time blocks with the mapped calculation tags for the date range that corresponds to the accrual period. Another option is to create your own calculation that referencesCalculated Time for Period for Accrual. Example: Your calculation might return 2 hours of accrual for every 4 hours of overtime.
When Workday maps a calculation tag to an accrual, the accrual adds to the time off plan balance immediately upon saving or submitting the calculated time blocks.
- Accrual Configuration
- Use theCreate Accrualtask to configure these fields:
- CalculationTo enable workers to accrue units from Time Tracking relative to the (calculated) day for their worked hours, you can select a calculation value for the accrual that references theApproved Calculated Time for Day for Accrualinstance value calculation (IVC), either on its own or within an arithmetic calculation. When you reference this IVC, you must also specifyExpiration Overridevalues. Workday ignores the accrual frequency method and the accrual triggers on the day that the approved calculated time exists. See Concept: Accrual Expiration.
- Time Calculation TagsAccruals and time entry codes that have the same calculation tags must use the same units.
Adjustments, Overrides, and Corrections
Regardless of how workers enter time off, you can use these Absence Management tasks and report for adjustments and overrides:
- Manage Absence
- Maintain Accrual and Time Off Adjustments/Overrides
- Maintain Time Off Plan Override Balances
- Maintain Accrual and Time Off Limit Overrides
Leaves
Employees can enter and submit time through Time Tracking while they are on leave unless you create a time validation to prevent submission.