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Administrator Guide
Last Updated: 2024-11-01
Reference: Numeric Calculations

Reference: Numeric Calculations

These calculations return a numeric value.
Security:
  • Set Up: Calculations - Generic
     domain in the Core Payroll functional area.
  • Set Up: Time Off (Calculations - Generic)
     domain in the Time Off and Leave functional area.
  • To configure access to calculations using segment-based security groups:
    Access Calculation (Segmented)
     domain in the Core Payroll, Implementation, Payroll Interface, and Time Off and Leave functional areas.
Calculation
Description
Examples
Tips
Aggregate Calculation
Returns the sum, average, minimum, or maximum of 2 or more values.
Can also return the sum, average, minimum, or maximum value based on instances of a report field.
  • Sum of all time off for a given period.
  • Number of child dependents under 18 years of age.
  • Calculate the maximum of student and parent adjusted gross income.
You can use previously defined calculations that return a number, such as constant value calculations or instance value calculations (numeric), as operands.
If you don't specify rounding:
  • Absence and Payroll: The calculation supports up to 6 decimal points, except for the main calculation on a pay component. Unless otherwise configured, the amount of a pay component rounds:
    • Up to the nearest 0.01 for earnings.
    • To the nearest 0.01 for deductions.
  • Student: The calculation automatically rounds to the nearest 0.01.
Arithmetic Calculation
Adds, subtracts, divides, or multiplies 2 (and only 2) values.
  • Rate multiplied by hours.
  • Total units multiplied by per unit cost.
You can use previously defined calculations that return a number, such as constant value calculations or instance value calculations (numeric), as operands.
If you don't specify rounding:
  • Absence and Payroll: The calculation supports up to 6 decimal points, except for the main calculation on a pay component. Unless otherwise configured, the amount of a pay component rounds:
    • Up to the nearest 0.01 for earnings.
    • To the nearest 0.01 for deductions.
  • Student: The calculation automatically rounds to the nearest 0.01.
Conditional Calculation
Returns a value based on 1 or more IF statements.
  • If cost center = A, then value = 20.
  • If resident of Illinois, then value = 1200. If nonresident, then value = 1800.
You must use an instance set comparison calculation, instance value calculation, logic calculation, or value comparison calculation as the condition.
When you configure multiple conditions, Workday:
  • Uses the first condition that is True.
  • Reorders the rows according to the values in the
    Order
     field after you save the calculation.
Constant Value Calculation
Returns a defined constant value.
  • Define a constant value of 15 to use in other calculations.
  • Overtime multiplier = 1.5.
  • The minimum GPA for satisfactory academic progress.
Constant value calculations are very common and likely to already exist when you need them. Before creating a new constant value calculation, use the
All Constant Value Calculations
 report to see whether a value already exists for your category. If a constant value calculation with the desired value exists, but in a different category, consider creating another calculation with the same value in your category.
Date Difference Calculation
Returns the number of days, months, or years (the interval) between 2 dates.
  • The worker or student age as of a given date.
  • Number of days in the current month.
Date difference calculations with an interval of Day don't include the ending date. Example: January 1 to January 15 returns 14 days, not 15.
To include the ending date, create an additional arithmetic calculation to add 1 to the result of the date difference calculation.
You can use instance value calculations, conditional calculations, build date calculations, or constant date calculations in date difference calculations.
Date Extract Calculation
Parses the year, month, or day from a date and returns a number.
  • The year of a payment date.
  • The month of a worker or student's birth date.
Instance Value Calculation (Number)
A calculation that returns a value. In addition to numeric values, it also returns currency, boolean, and date attributes.
  • Workday-delivered IVCs return values based on report fields.
  • Customer-owned IVCs return values based on custom fields.
  • The full-time equivalent for a worker's job.
  • The admitted GPA from a student's admission application.
You can use the
All Instance Value Calculations
 report to access a list of available IVCs and view details about each calculation, such as:
  • The report field or custom field that the IVC is based on and its business object.
  • Any comments that describe the type of data that the IVC returns.
  • Related instances of the IVC.
Lookup Calculation
Looks up 1 value based on another value.
  • Paid time off accrual rate.
  • Hourly rate based on years of service.
  • Tuition by academic level and residency status.
Create lookup calculations after lookup tables so that the calculation can reference the columns in the lookup table.
Step-Based Calculation
Returns a single numeric value that's the outcome of a series of calculations. Workday begins with the first calculation, which yields a number, then uses that number in the next step, and so on, to arrive at a final single value. Conditions and condition groups control whether Workday executes a step.
  • Calculate the 401(k) match amount for a period based on employee deductions and limits.
  • Calculate union dues per period based on union and other worker demographics.
  • Calculate state-mandated sick time accrual based on state and other worker demographics.
You can copy a step-based calculation, but not a step-based calculation condition.