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Administrator Guide
Last Updated: 2023-06-23
Example Steps: Automatically Assign Scheduling Settings When Workers Change Jobs

Example Steps: Automatically Assign Scheduling Settings When Workers Change Jobs

This example illustrates how to set up Workday Scheduling and HCM business processes to automatically assign Scheduling setting overrides to workers when they change jobs or return from a leave of absence.
You want Workday to automatically update these Scheduling settings for workers when they transition from full time to part-time work in California:
  • Workers should have at least 8 hours of rest time between scheduled shifts.
  • Workers should work no more than 20 hours in a week.
  • The Optimization Engine should heavily weight workers' preferred weekly hours when it generates schedules.
  1. Access the
    Create Override Scheduling Settings Template
     task. Enter
    CA < 20 hours/week
     in the
    Description
     field.
  2. On the
    Validations
     tab, enter these values:
    Enabled
    Validation Type
    Validation Value
    Additional Hours Configuration
    Severity Level
    Error Message
    Validation Usage Type
    True
    Minimum Rest Between Shifts (Hours)
    8
    N/A
    Critical
    Provide a break of at least 8 hours between shifts.
    UI and Solver
    False
    Minimum Weekly Hours
    Leave blank.
    N/A
    N/A
    N/A
    N/A
    True
    Maximum Weekly Hours
    20
    Leave blank.
    Critical
    Schedule the worker for no more than 20 hours in a week.
    UI and Solver
  3. On the
    Scheduling Engine Settings
     tab, select the
    Enable
     check box for
    Preferred Weekly Hours
     and enter
    100
     in the field.
  4. Click
    OK
     and
    Done
    .
  5. Create a
    CA < 20 hours/week
     scheduling eligibility rule that includes workers in California with 20 or fewer scheduled weekly hours.
  6. Access the
    Maintain Override Scheduling Settings Templates
     task. Enter these values:
    Field
    Value
    Priority
    1
    Override Scheduling Settings Template
    CA < 20 hours/week
    Eligibility
    CA < 20 hours/week
  7. Edit the
    Change Job
     business process definition and add a new row with these values:
    Order
    Type
    Specify
    Place this step after the completion step.
    Service
    Auto-Assign Scheduling Setting Overrides
  8. Access the
    All Override Scheduling Settings Templates
     report to review your template configuration.