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Administrator Guide

Reference: Scheduling Business Processes

Reference: Scheduling Business Processes

Workday delivers these business processes in the Scheduling functional area.

Worker Data Business Processes

Business Process	Description
Change Worker Schedule Tags	Initiates when you use the Assign Schedule Tags to Worker task. You can also initiate this business process through the Auto-Assign Schedule Tags service step. Add this step to these business processes to automatically assign schedule tags to workers when they have a job or competency change: Add Additional Job Change Job Change Organization Assignments for Worker Contract Contingent Worker Hire Manage Certifications
Override Scheduling Settings for Worker	Enables managers to override scheduling engine settings, some validations, and rules for a worker, if they need personalized settings that differ from their high-level scheduling organization.
Change Schedule Preferences	Enables workers to update their schedule preferences using the Change My Schedule Preferences task to update preferences including: Preferred weekly hours. Preferred days. Preferred time slots on specific days. This business process enables managers to know what schedules work best for employee's personal lives. You can configure whether a worker must receive approval to change their preferences. Enables managers to access the Change Schedule Preferences for Worker task.
Change Work Availability	Enables workers to change their work availability when they need to request a change to their working hours due to personal circumstances. They can use the Change My Work Availability task. You can configure whether a worker must receive approval to change their availability. Enables managers to access the Change Work Availability for Worker task.

Schedule Maintenance Business Processes

Business Process	Description
Change Published Schedule	Enables managers to shift schedules if workers have urgent requests, or to meet different business needs. Managers can make edits to a published schedule and publish those shift changes individually using the Publish button on the Edit Shift Details modal. Also enables managers to publish a new or updated shift (assigned or unassigned) to the Open Shift Board in an Open status.
Bulk Change Published Schedule for Worker Event	Enables managers to make multiple draft changes to a published schedule, and then to publish the schedule with all of the changes at once using the Publish button on the schedule. You can add the Notify Workers of a Change to Bulk Publish Schedule Event service step to notify workers of any changes to their schedule. Workers will only receive a notification when you've configured the Maintain Change Published Schedule Notifications task and selected fields that trigger notification
Mass Change Shifts Event	Enables managers to mass edit or mass copy shifts in a series directly from a single shift. To edit the future shifts, the shifts must have these details in common: Day of the week. Start time. End time. Subgroup organization. Schedule tags. Note: If you configure approvals on the Change Published Schedule business process, each mass edit initiates only 1 approval event even when you edit multiple shifts. You can't mass edit shifts that have in-progress changes or are in Draft status.
Cover Shift	Enables workers to: Request to cover an open shift. Withdraw a pending request to cover an open shift. Enables managers to view validations and information about the updated shift in an approval action in My Tasks. You can add the Evaluate Worker Validation service step before the approval step to enable Workday to evaluate business process conditions on the approval step. With this step, Cover Shift events are automatically approved when they meet all validation conditions or are passed to an approver when they don’t.
Cover Shift Bidding Event	Enable workers to bid on shifts from the Open Shift Board and enable managers to decide which worker to select to cover the shift. Configure the Bid to Cover Shift initiating action and the Select Worker to Cover Shift allowed action to use this feature.
Open Shift	Enables workers to offer assigned shifts to other workers by placing them on the Open Shift Board . Enables managers to place unassigned shifts directly on the board. You can configure whether a worker must receive approval to post their shift on the board.
Publish Schedule	Enables managers to publish a schedule once they've finalized hours for the week. Then workers can view and take action on the schedule. Also enables managers to publish assigned or unassigned shifts to the Open Shift Board in an Open status.
Request Shift Swap Accept Shift Swap	Enables workers to: Swap shifts with other workers within their scheduling organization. Accept or deny a proposed shift swap.
Take Back Shift	Enables workers to withdraw in-progress Open Shift and Cover Shift events.