Create Lookup Calculations Using Advanced Lookup Tables

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.

Advanced lookup calculations can handle high volumes, and provide 1 place to update data for easy maintenance. They also enable you to assign an effective date for search and return values. You can define search criteria based on:

Instance or text report fields.

Numeric calculations.

Text type calculations.

You can create lookup calculations with basic lookup tables; however, Workday recommends using advanced lookup tables for effective dating and optimized performance.

You can use these web services to retrieve or load advanced lookup tables:

Get Advanced Lookup Tables

Put Advanced Lookup Table

Access the

Create Lookup Table

task to define the search criteria for a lookup table. As you complete the task, consider:

Option	Description
Advanced Lookup Table - Report Field Search Criteria	The lookup table returns values based on the results of a single-instance or multi-instance report field. Example: To create a lookup table that stores values based on different job profiles, select Job Profile (or Override if exists) as of Period End Date as the Report Field Search Criteria .
Advanced Lookup Table - Numeric Calculation Search Criteria	The lookup table returns values based on the results of numeric calculations. Example: Select Worker Years of Service (based on Continuous Service Date) as of Period End Date as the Numeric Search Criteria . You can then create a lookup table that stores values based on the years of service, as calculated from the continuous service date.
Advanced Lookup Table - No Search Criteria (default value only)	The lookup table returns default values. Example: Create a lookup table for calculation parameters that change regularly, and manage the changes with effective dating.
Advanced Lookup Table - Text Report Field Search Criteria	The lookup table returns data based on the results of a text report field. Example: To create a lookup table that stores values for different cities, select Primary Work Address - City as the Report Field Search Criteria .

Remove any empty rows from the

Values

grid, and click

to create the lookup table.

Access the

Lookup Table

Column Labels

task from the related actions menu of the lookup table.

Enter a

Display Name

and select

Display on Page

for each type of data you want to manage in the lookup table.

Workday adds a column in the lookup table for the type of data you define.

Access the

Lookup Table

Edit

task from the related actions menu of the lookup table.

Create a row for each set of values and enter the

Search Value

and the return values for each column. As you complete the task, consider:

Advanced Lookup Table	Description
Report Field Search Criteria Text Report Field Search Criteria	Workday returns only exact matches or default values. If there's no match or default, Workday doesn't return anything. Workday is case-sensitive when identifying matches. To designate a default, leave the Search Value field on the first row blank, and select the Default check box.
Numeric Calculations Search Criteria	If there's no exact match for the search value, Workday returns a value that is closest to the search value but less than the search value.

Access the

Create Lookup Calculation

task.

Enter the

Lookup Table

, and the

Column

you're creating this calculation for. For Workday Payroll and Absence Management, select the

Period Date Indicator

for the table effective dates.

Create a new lookup calculation for each column you created in the lookup table.