Steps: Create Schedule Validations
Security:
Set Up: Scheduling: Maintain Scheduling Organizations
domain in the Scheduling functional area.You can create validations to warn managers when they create schedules or shifts that violate business or regulatory requirements. When you create validations, you can select a severity level of either critical or warning for each validation type. Workday displays critical validations in red and warning validations in yellow. Managers can publish a schedule with either critical or warning validations present, neither validation prevents Workday from publishing a schedule.
You can prevent managers from publishing or changing a published schedule by adding a step condition on the initiation step of these business processes:
- Publish Schedule
- Change Published Schedule Event
- Bulk Change Published Schedule Event
- Mass Change Shifts Event
Workday executes validations when managers generate a schedule or when they create, edit, or delete a shift. Workday doesn’t automatically execute validations on existing schedules when you make a configuration change or when a worker requests time off. Managers must manually refresh the schedule by clicking the
Refresh Schedule
option from the Actions
drop-down for Workday to account for those changes. When you make configuration changes, you must manually refresh each schedule that the change impacts.
- Access theEdit Scheduling Settingstask.
- On theValidationstab, select theEnabledcheck box to enable Workday-delivered validations. Enter relevant values for each validation type.
- In theAdditional Hours Configurationcolumn, select an existingScheduling Validation Working Hours Configurationor create a new one.Configuring a scheduling validation working hours configuration gives you the ability to control whether Workday includes time off or holiday hours in the hours evaluated by a validation.This setting automatically applies to all workers under the High-Level Scheduling Organization (HLSO) and its subordinate organizations. Managers can override this setting at the worker level.See: Define Working Hours
- Add custom validation text in theError Messagecolumn.
- In theValidation Usage Typecolumn, selectUI and Solver.