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Administrator Guide
Last Updated: 2025-11-14
Copy Advanced Lookup Tables with New Effective Dates

Copy Advanced Lookup Tables with New Effective Dates

Create an advanced lookup table or a multicriteria advanced lookup table.
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.
You can create multiple copies of a snapshot of a lookup table, each with a different effective date and different values.
For Workday Payroll and Absence Management, the period date indicator from the lookup calculation determines which lookup table snapshot to use. Example: You can create calculations based on the period start date, or payment date.
When evaluating a lookup calculation Workday compares the period date indicator to the effective-dated snapshots of the lookup table. Workday uses the most recent snapshot that is on or before the calculation's period date indicator. When you process a lookup calculation in retro payroll calculations, Workday uses the period date indicator, but based on the retro period dates.
Example: You create a lookup table for payroll calculations with 2 effective dates:
  • January 1.
  • February 1.
When you process a payroll period of January 1 - January 31, with a payment date of February 2, Workday uses these snapshots:
Period Date Indicator of the Lookup Calculation
Effective-Dated Snapshot Used
Payment Date
February 1st
Period End Date
January 1st
  1. Access the
    View Lookup Table
     task, and select an advanced lookup table.
  2. From the related actions menu of the effective date on the lookup table, select
    Effective Date
    Copy
    .
  3. Enter a
    New Effective Date
     for the snapshot copy.
  4. Access the
    Edit Lookup Table
     task to modify the copy of the lookup table. We recommend that you don't edit lookup tables while performing any payroll processing tasks to improve performance.
    Examples:
    • Add and delete rows and columns.
    • Change the search and return values for the copy