Maintain Step Delay
Security: These domains in the System functional area:
- Business Process Administration
- Manage: Business Process Definitions
You can add a built-in delay of at least 1 day to a business process step. You can add a delay to a business process step to run the business process in the background until the delay is complete. This is useful for business process steps that frequently require a lengthy period to complete. During the specified delay, the remaining steps disappear from
My Tasks
of any responsible group. The steps then reappear upon completion of the specified delay.Steps are sequential unless they share the same value in the
Order
column, which makes them parallel. Example: Steps with the order of b
are parallel, while steps with the order of b1
, b2
, and b3
are sequential. When you add a step delay to a step that's within a set of parallel steps, Workday delays the step but doesn't delay the other parallel steps. Workday doesn't move to the next step until all parallel steps are complete.
Example: A business process definition has these steps:
- a
- bhas a step delay. TheParallel Step Order in My Taskshas a value of1.
- bwith2in theParallel Step Order in My Taskscolumn.
- bwith3in theParallel Step Order in My Taskscolumn.
- c
b
step delays but the second and third b
steps continue with no delay. All b
steps must complete before moving to step c
. - Access theEdit Tenant Setup - Business Processestask.
- Select the owner of the Business Process Resume Delayed Steps process from theUser for Business Process Time Delay Background Processesprompt. Workday references this user in business process events as having completed tasks.
- Select the environments in which the Business Process Resume Delayed Steps background process runs in your tenant from theStep Delay Schedule Restrict to Environmentsprompt. When you don't select an environment, this background process runs in all environments in your tenant.
- Access theEdit Tenant Setup - Systemtask.
- As you complete theBusiness Process Date Calculation Time Zonesection, consider:
Option Description Workday Default Time Zone Settings (PST)Workday resumes all delayed steps in Pacific Standard Time (PST).Tenant Default Time Zone SettingsWorkday resumes all delayed steps based on the time zone in theDefault Timezoneprompt. Example: If you selectJapan Standard Time (JST), Workday resumes all delayed steps in JST.When you don't select a value in theDefault Timezoneprompt, we use PST to calculate the step delay.Event Related Time ZoneWorkday resumes delayed steps based on the time zone in the following order. When the:- Event is about a worker, we use the time zone of that worker.
- Event isn't about a worker (such as a supplier invoice) but a worker initiates the event, we use the initiator's time zone to calculate when the step delay trigger begins. When the initiating action is delegated, we use the time zone of the delegator and not the delegate's time zone.
- Event isn't about a worker and wasn't initiated by a worker, we use PST.
- Access a business process definition.
- Select from the related actions menu of the business process step.
- (Optional) Enter theTime Zone. The default time zone is the user's current time zone.You can only select a time zone when you enable theBusiness Process Configuration Time Zonecheck box on theEdit Tenant Setup - Systemtask.
- When you enter the current date in the specified time zone, the changes take effect immediately.
- When you enter a future date in the specified time zone, the changes take effect at midnight on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
- When you enter a past date in the specified time zone, the changes take effect at 11:59:59 PM on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
- UnderDelay Is Based On, selectPrior Step Completion DateorProcess Initiation Date. You can also select an externalField, such asEffective Date.Date is a static value. Meaning, Workday sets the date when we generate the step delay. Step delay is calculated when the business process transaction reaches the step with the delay. Subsequent changes to the business process, such as correcting the effective date of the business process event, doesn't cause the delayed step to recalculate the delay. When the step delay calculates to a day that's in the past or the current date (today's date), the step delay doesn't occur.When you select theRecalculate Delay upon Correctcheck box, Workday recalculates the step delay when you correct the business process. Workday displays the newly calculated step delay date in the process history of the business process event. For business processes with subprocesses, Workday recalculates the step delay for all of the subprocesses in addition to the parent business process.
- Specify theAdditional Delayin theCalculated Dateprompt.You can't add step delays for a period of time that is less than a day or a date. Because the step delay background process runs around midnight in the associated time zone you selected, Workday resumes delayed steps for periods of time that can be expressed in units of whole days only.For dates that are calculated in units of days, Workday uses the rule based calendars that you configure on the business process definition . Otherwise, Workday calculates the step delay based on consecutive days.
- (Optional) Select theRecalculate Delay upon Correctcheck box.When you select this checkbox, Workday re-evaluates and updates the step delay's end date whenever the business process is corrected. If the business process involves subprocesses, the recalculation applies to them as well. Workday only recalculates the delay if the step has not already completed.
To change or cancel the business process instance, force the completion of a step that's within its specified delay period.
- Access theReschedule Delayed Business Process Transactionstask to select the business process instance.When you reschedule a step delay using theReschedule Delayed Business Process Transactionstask in a nonproduction tenant, a background job runs every hour to process the delay. Expect a delay of up to 1 hour. Example: At 5:05 PM, you use the task to reschedule a step delay. The job runs and the step comes off of the delay approximately 1 hour later at 6:05 PM.
- Select theBusiness Process Typeof the instance you want to reschedule, and aStart DateandEnd Datethat contain the scheduled completion date of the delayed step.
- In theReschedule To Dateprompt, select the date on which you want the delayed step to complete. This date honors the time zone settings you configured in your tenant.Example: You configure your tenant to useEvent Related Time Zone. There are delayed steps on theHirebusiness process type for a worker in Japan and a worker in San Francisco.When you select 2021-12-15 as the date on which you want the delayed steps to complete:
- The step for the worker based in Japan completes on 2021-12-15 at 12:00 AM JST.
- The step for the worker based in San Francisco completes on 2021-12-15 at 12:00 AM PST.