Steps: Set Up Predictive Scheduling

See: Steps: Set Up Workday Scheduling and Labor Optimization.

Access the

Maintain Predictive Scheduling Reason Types

task to define reason types, configure whether they incur a penalty, and view the total number of rule sets that currently use the reason type. The reason type displays in the Acknowledge notification that workers receive if their shift is changed as part of the

Change Published Schedule

business process.

Enter the rule set name.
Select the effective date for the rule set. You can create multiple snapshots to help you plan for future changes in legislation or company policies.
Configure the
Notice Period Comparison Value
to specify if the time of the shift change should be compared to Start of Shift or Start of Week.
(Optional) Associate the rule set with 1 or more reason types using the
Predictive Scheduling Reason Types
prompt.

Use the range operator and units to specify the penalty range when the penalty should be triggered. The range can be hours or days.

Configure standard or advanced penalty criteria. You can use a standard condition or an advanced condition for each rule, not both. As you complete the penalty criteria configuration, consider:

Option	Description
Standard Condition	Use standard conditions to determine if a change type is true. Select from these change types: Shift Added Shift Deleted Shift Hours Increased Shift Hours Reduced Start Time Changed When you select multiple change types, Workday uses OR logic and triggers a penalty whenever 1 change type is true.
Advanced Condition	Use advanced conditions when you use multiple criteria to determine if a penalty is due. Set up a predictive scheduling penalty condition with the criteria that must be met to trigger a penalty. You can use predictive scheduling penalty conditions across multiple rule sets.
Calculated Results	Selected time calculation tags apply to the penalty time block. Use Quantity or Calculated Quantity to specify the quantity for the time block. You can use one or the other per rule. Quantity is a fixed value. Calculated Quantity returns the value of the calculated fields. You can use fields on the Schedule Shift Business Object, such as Shift Duration, in the calculated quantity.

See: Steps: Set Up High-Level Scheduling Organizations.

See: Create Predictive Scheduling Calculations.

Add the
Evaluate Predictive Scheduling Penalty
service step to ensure that validations trigger in scheduling.
Add the Run Time Calculations for
Predictive Scheduling Evaluation Date
service step as the next step to ensure that predictive penalties are triggered in time tracking.
(Optional) Configure the
Acknowledge Change Published Schedule
 action to enable workers to accept or deny the changes to their schedule.

Add these service steps so that Workday creates a predictive scheduling penalty when a worker picks up a shift from the

Open Shift Board

that falls within the penalty window:

Evaluate Predictive Scheduling Penalty for Cover Shift Event
Run Time Calculations for Predictive Scheduling Evaluation Date for Cover Shift

When configured, if a worker picks up a shift, Workday sends an approval notification to the approver. If the original worker posts the shift to the

Open Shift Board

and then takes it back, the original worker will not receive the penalty. If a new worker picks up the shift, then the new worker will receive the predictive scheduling penalty.

Managers can view and update the status of penalties. After the status update, run time calculations again for changes to take effect.