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Administrator Guide
Last Updated: 2024-01-26
Steps: Automatically Assign Scheduling Settings to Workers

Steps: Automatically Assign Scheduling Settings to Workers

You can automatically assign Scheduling settings for workers when they experience job transitions by adding the
Auto-Assign Scheduling Setting Overrides
 service step to these business processes:
  • Change Job
  • Hire
  • Request Return from Leave of Absence
When a scheduling worker goes through one of these business processes Workday applies the first eligible
Override Scheduling Settings Template
 to the worker. You can define template priority on the
Maintain Override Scheduling Settings Template
 task. Workday applies the template as of the effective date of the business process event.
  1. Access the
    Create Override Scheduling Settings Template
     task and enter values for the validations and scheduling engine settings.
    Security:
    Set Up: Scheduling: High Level Scheduling Settings
     in the Workday Scheduling functional area.
  2. Create an eligibility rule that captures the group of workers to whom you'd like to assign new Scheduling settings.
  3. Access the
    Maintain Override Scheduling Settings Templates
     task.
    Assign a priority to the template that you created and select an eligibility rule.
    Security:
    Set Up: Scheduling: High Level Scheduling Settings
     in the Workday Scheduling functional area.
  4. Access one of these business processes and edit the business process definition:
    • Change Job
    • Hire
    • Request Return from Leave of Absence
    Security:
    Business Process Administration
     or
    Manage: Business Process Definitions
     domain in the System functional area.
  5. Add the
    Auto-Assign Scheduling Setting Overrides
     service step after the
    Completion
     step.
Access the
All Override Scheduling Settings Templates
 report to review your template configuration.