Worker Eligibility for Time Tracking
What Are Worker Eligibility Rules?
Time Tracking eligibility rules control a worker's ability to enter time by listing the conditions they must meet to be eligible for various Time Tracking components.
Example: An eligibility rule called
In/Out Workers
might specify that workers:- Are hourly.
- Work in the company called Global Modern Services.
Eligibility for work schedules and holiday calendars, which other Workday applications share, aren't based on Time Tracking eligibility rules.
Assign worker eligibility rules to:
- Time code groups to identify which time entry codes a worker can use to enter time.
- Time entry templates to control the appearance of a worker's time entry calendar and its features.
- Time period schedules to identify the dates for which workers can enter time.
- Time calculation groups to identify the time calculations that apply to workers.
Each worker should be eligible for only 1:
- Time entry template
- Time period schedule
- Work schedule calendar
When Are Eligibility Rules Applied?
This table describes when Workday evaluates whether a worker meets the eligibility criteria for a Time Tracking component:
Component | When Must Worker Meet Eligibility? |
|---|---|
Time entry template | On the last day of the week displayed on the time entry calendar. This applies to time shift settings and to time entry methods that record or populate time for multiple days at a time. Example: Auto-Fill from Schedule.
To report time on a date, the worker must meet eligibility for a time entry template on that date. This applies:
Workday uses 1 time entry template for week-level settings on the time entry calendar, including time shift settings and additional totals. Workday evaluates eligibility for that template in this order:
If the worker isn't eligible on either day, Workday doesn't apply a time entry template for those week-level settings. Time shift settings, including shift grouping and Shift Date, don't apply. Example: The week starts on Monday. The worker is hired on Friday and terminated on Saturday. Workday evaluates the week-level template on Sunday (not eligible) and then on Monday (not yet hired). No week-level template applies. The worker can still report time on Friday and Saturday if they meet eligibility on those dates. When you select the Run Time Calculation Eligibility Day by Day check box on the Edit Tenant Setup - HCM task, Workday evaluates worker eligibility for time calculations daily. Time shift settings are the exception. They always follow the time entry template for the week. |
Time entry code
(based on eligibility for time code group) | The default time entry code that Workday populates depends on how the worker records time. Examples:
|
Time calculation
(based on eligibility for time calculation group) | If you don't select the Run Time Calculation Eligibility Day by Day check box on the Edit Tenant Setup - HCM task, the worker must meet eligibility:
If the worker meets eligibility, Workday applies time calculations for the entire week displayed on the time entry calendar. Example: A worker is terminated midweek. If the worker meets eligibility on the termination date, time calculations can generate calculated time blocks on days after the termination date within the same week. If you select the Run Time Calculation Eligibility Day by Day check box to evaluate worker eligibility for time calculations daily, the worker must meet eligibility on the date you select in the Start Daily Evaluation on Date field. Workday applies time calculations only for days on which the worker meets eligibility. |
Time period schedule | On the last day of the week displayed on the time entry calendar (or the termination date of the worker if earlier). |
Time entry validation group | For an object that is 1 day or less, Workday evaluates eligibility that day. For objects longer than 1 day, Workday evaluates eligibility on the last day of the time span. Example: For validations on an object that spans 1 week, Workday evaluates the eligibility on the last day of the week. |