Create Multicriteria Advanced Lookup Table
Security:
- Set Up: Calculations - Genericdomain in theCore Payrollfunctional area.
- Set Up: Time Off (Calculations - Generic)domain in theTime OffandLeavefunctional area.
- To configure access to calculations using segment-based security groups: Access Calculation (Segmented) domain in theCore Payroll,Implementation,Payroll Interface, andTime OffandLeavefunctional areas.
Multicriteria advanced lookup calculations can handle high volumes, and provide 1 place to update data for easy maintenance.
You can define search criteria based on:
- Instance or text report fields.
- Numeric calculations.
- Text type calculations.
Example: Retrieve pay rates based on several criteria such as union, location, department, or worktag.
Workday recommends using multicriteria advanced lookup tables to reduce the number of calculations and steps required for complex operations, improving efficiency.
You can use these web service operations (secured to the
Set Up: Payroll (Calculations - Generic)
, and Set Up: Time Off (Calculations - Generic)
domains) to retrieve or load multicriteria advanced lookup tables: - Put Multicriteria Lookup Table
- Get Multicriteria Lookup Tables
- Access theCreate Multicriteria Advanced Lookup Tabletask. As you complete the task, consider:OptionDescriptionNameEnter a name for the table.CategorySelect a category type. Example: Payroll.
- InOverview, confirm the Name and Category fields and clickNext.
- As you configureSearch Criteria, consider:OptionDescriptionNameEnter a name for the row.Search Criteria TypeSelect a type for the row:
- Numeric Calculation Search Criteria- If there's no exact match for the search value, the calculation stops and nothing is returned.
- 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.
- Report Field Search Criteria- Select a business object related to the report field. If there's no match or default, Workday doesn't return anything. Workday is case-sensitive when identifying matches.
You can use Custom Worktags as a business object in the multicritieria advanced lookup table.Business ObjectEnabled whenReport Field Search Criteriais selected.Select a Business Object from the list.Add up to 5 search criteria and clickNext. - InColumn Labels, enter information for the output columns of your table and click Next.
- As you configureValues, consider:OptionDescriptionEffective DateEnter the effective date for your table.Search CriteriaThe criteria names appear as column headings. Depending on the search criteria type, select a report field or enter a value.ForNumeric Calculation Search Criteria, Workday uses a range.
- Fromis equal to and greater than the selected value.
- Tois less than the selected value.
Select theAny Other Valuecheck box when you want a value other than the indicated search value..Once theSearch Criteriain a multicriteria advanced lookup table is created, it is fixed and can't be edited. To make changes to search criteria definitions, you need to create a new multicriteria advanced lookup table. - InReview and Submit, clickOK.
Create a lookup calculation for each column you created in the multicriteria advanced lookup table.
Create a pay component for your data and then
Run Pay Calculation
to verify that the returned values are correct, based on the different criteria.