Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-02-21
Steps: Mass Assign Scheduling Settings Overrides

Steps: Mass Assign Scheduling Settings Overrides

Security:
Set Up:Scheduling:High Level Scheduling Settings
 domain.
You can use the
Mass Assign Scheduling Override Settings
 task to set up an automatic process that checks your high-level scheduling organizations and scheduling organizations for eligibility changes that will impact scheduling override settings. The process will then assign the appropriate settings based on your configuration. This reduces the need for you to manually update overrides when worker eligibility changes due to an expected event. Example: A worker transitions from being minor to an adult on their eighteenth birthday.
  1. Access the
    Create Override Scheduling Settings Templates
     task.
    Create a new template with the validations, engine settings, and rules that you’d like to mass assign.
    Example: You create a template for workers under 18 years old that ensures they aren’t scheduled for more than 20 hours for each week.
  2. Access the
    Maintain Override Scheduling Settings Templates
     task. As you complete the task, consider:
    Option
    Description
    Priority
    Select the priority for which rule Workday evaluates first. If a worker is eligible for multiple templates, Workday assigns the highest priority template first.
    Override Scheduling Settings Template
    Select the template that you created.
    Worker Eligibility
    Select a condition rule or create a new scheduling eligibility rule. Example: You create an eligibility rule that captures workers whose age is less than 18 years.
  3. Access the
    Mass Assign Scheduling Override Settings
     task.
  4. From the
    Run Frequency
     prompt, select whether to initiate the settings override for workers now or at a later date.
    Example: You select
    Weekly
     to run the job on a weekly basis. If you have 3 eligibility rules for 3 settings templates, when the job runs, workers in the organizations are checked against those 3 rules. If a worker doesn’t qualify for any, there will be no overrides. If a worker qualifies for rule 1, they’ll be assigned template 1. When the job runs again next week, if the worker still qualifies for rule 1, no new overrides will be assigned and the current override template remains in place. If the job runs again in 10 weeks, and the worker is now over 18, and now qualifies for template 2, a new setting will be assigned with the effective date of the job run date, and a new override will be in place. The worker now has 2 snapshots total.
  5. Select the
    Scheduling Organizations
     for which you want to override settings.
    When you select an organization, Workday checks eligibility for every scheduling worker in the organization.
    If you’ve selected
    Include Members of Subordinate Organizations
     on the
    Edit Scheduling Settings
     task for the HLSO, Workday also checks eligibility for workers in subordinate organizations. Likewise, Workday will only check the eligibility of the leader of the organization if you’ve enabled
    Include Leader as Part of Schedule
    .
    Workday then applies the highest priority override template that workers are eligible for based on the
    Maintain Override Scheduling Settings Templates
     task.
  6. Enter the number of
    Days in the Future
     after which Workday runs the job.
    Each time the job runs, Workday checks worker eligibility for this number of days in the future. Example: You’ve set the job to run on May 1. You enter 30 for
    Days in the Future
    . Workday checks worker eligibility as of May 31.