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Administrator Guide
Last Updated: 2023-12-15
Create Scheduling Productivity Templates

Create Scheduling Productivity Templates

Security:
Set Up: Scheduling: High Level Scheduling Settings
You can use productivity templates to customize the
Sales and Productivity
 modal. You can customize these aspects of the modal:
  • Labels for fields on the modal.
  • Calculations that override the default shift rate and unassigned shift rate.
When you create custom calculations to override the default shift rate and unassigned shift rate, Workday doesn’t convert the values to different currencies, so you must create separate templates for different currencies.
  1. Access the
    Create Scheduling Productivity Template
     task.
  2. In the
    Scheduling Productivity Metrics
     grid, enter your organization’s preferred labels in the
    Override Titles
     column.
  3. (Optional) Select
    Override Worker Pay Rate
     to override the default pay rate defined for workers and to instead use a calculated field to define the pay rate.
    When you create a calculated field for this field, you must use a calculated field on the
    Position
     business object that returns a currency value. You can’t save the template if you select a field from a different business object or that returns a non-currency value.
    If the pay rate is a negative value, Workday treats it as zero.
  4. (Optional) Select
    Override Unassigned Shift Rate
     to override the default shift rate defined for workers and to instead use either:
    • A static numeric value.
    • A calculated field.
    When you create a calculated field for this field, you must use a calculated field on the Schedule Shift business object that returns a currency value. You can’t save the template if you select a field from a different business object or that returns a non-currency value.
When managers view the
Sales and Productivity
 modal, they’ll see values based on the calculations you’ve configured.
Creating a Calculated Field to Override Worker Pay Rate
You need to override the default worker pay rate so that:
  • Hourly workers are paid the appropriate hourly rate.
  • Contingent workers are paid the appropriate rate based on their contract.
  1. Select
    Override Worker Pay Rate
    .
  2. In the field, select
    Create Calculated Field
    .
  3. Enter these values:
    • Field Name:
      Worker hourly rate
    • Business Object:
      Position
    • Function:
      Evaluate Expression
  4. Click
    OK
    .
  5. On the
    Create Calculated Field - Evaluate Expression
     page, enter these values:
    • Field Type:
      Numeric
    • Default Value:
      0
  6. In the first row of the grid, enter:
    • Condition:
      is hourly worker
    • Return Value If Condition is true:
      Hourly Rate - Amount
  7. Add a new row. Enter these values:
    • Condition:
      Contingent Worker
    • Return Value If Condition is True:
      Contingent Worker Pay Rate Annualized in USD
  8. Save the calculated field.
Creating a Calculated Field to Calculate Unassigned Shift Rates
You want to calculate the cost of unassigned shifts.
  1. Select
    Override Unassigned Shift Rate
    .
  2. In the field, select
    Create Calculated Field
    .
  3. Enter these values:
    • Field Name:
      Total Unassigned Shift Cost
    • Business Object:
      Schedule Shift
    • Function:
      Sum Related Instances
  4. Click
    OK
    .
  5. On the
    Create Calculated Field - Sum Related Instances
     page, enter these values:
    • Related Field:
      Workers with Availability and Schedule Tags for Shift
    • Related Business Object:
      Worker
    • Sum:
      All instances
    • Field to Sum:
      Hourly Rate - Amount
  6. Save the calculated field.