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Administrator Guide
Last Updated: 2024-03-22
Create Worker Eligibility Rules for Time Tracking

Create Worker Eligibility Rules for Time Tracking

Security:
Set Up: Time Tracking
domain in the Time Tracking functional area.
To define worker eligibility, create rules you can assign to these Time Tracking components:
  • Time code groups.
  • Time entry templates.
  • Time calculation groups.
  • Time period schedules.
Workday provides many fields based on the
Worker
business object that you can reference in eligibility rules. For position-specific data, delivered fields on the
Worker
object usually reference a worker's primary position. To handle workers with multiple positions, you can either:
  • Define conditions on the
    Worker
    object that reference all of a worker's positions.
  • Define position-specific eligibility on the
    Worker
    object using a calculated field to extract a field from the
    Position
    object.
When you create eligibility rules for time code groups, you can also define position-specific eligibility on the
Position
object.
You can also create your own calculated fields to use in eligibility rules.
  1. Access the
    Create Time Tracking Eligibility Rules
    task.
  2. For the
    Description
    , enter the rule name.
  3. In the
    Source External Field or Condition Rule
    , select a report field or calculated field.
    The type of report field or calculated field determines available options. Rules that reference fields based on the
    Position
    business object can only be used for determining eligibility for time code groups.
  4. Select a
    Relational Operator
    .
  5. For
    Comparison Type
    , specify whether to compare the source to another field or to a value you enter.
  6. For
    Comparison Value
    , select a comparison field or enter the value to compare to the source.
  7. Click
    +
    to add a row for another statement.
  8. Use the arrows in the
    Order
    column to control the processing order for the statements.
  9. When 2 or more logical statements exist, set the
    And
    or
    Or
    option at the beginning of each statement. This option controls how Workday uses the statement with the preceding line.
    • All conditions in an expression connected by
      And
      must be true for the expression to be true.
    • At least one of any of the conditions in an expression connected by
      Or
      must be true for the expression to be true.
  10. Use the parentheses columns when there are 3 or more logical statements and a combination of
    And
    s and
    Or
    s.
    Example: To say (a and b) or c:
    • Use the opening parenthesis at the beginning of statement a.
    • And
      before statement b and a closing parenthesis at the end of statement b.
    • Or
      at the beginning of statement c.
You can review the rule using the
View Time Tracking Eligibility Rule
report and assign it to the various Time Tracking components.
To identify the set of time entry codes available to hourly workers in the U.S., create an eligibility rule called
Hourly Workers - U.S.
. Assign it to the time code group for hourly U.S. workers.
  1. Complete these fields:
    Field
    Description
    Condition Rule
    Hourly Worker - U.S.
    Description
    Hourly Worker - U.S.
  2. For
    Rule Conditions
    , enter:
    Row
    And/Or
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    1
    And
    Compensation Plans Effective
    any in the selection list
    Value specified in this filter
    Hourly Plan
    2
    And
    Location Address - Country
    in the selection list
    Value specified in this filter
    United States of America
  3. Access the
    Edit Time Code Group
    task for hourly U.S. workers and select
    Hourly Worker - U.S.
    in the
    Worker Eligibility
    field.
  • Assign eligibility rules to:
    • Time code groups.
    • Time entry templates.
    • Time calculation groups.
    • Time periods.
  • Review eligibility for a particular worker using the
    View Worker's Time Eligibility
    report.
  • Delete an eligibility rule, if necessary, using the
    Delete Time Tracking Eligibility Rule
    task.
    You can't delete an eligibility rule that you assigned to any Time Tracking objects.