Concept: Calculated Fields and Calculations
In Workday you can create calculations using either:
- Calculated fields.
- Calculations.
Calculated Fields
Calculated fields are configurable field definitions that are associated with a business object and that use Workday data. You can use calculated fields to perform arithmetic calculations, create logical and conditional expressions, and transform your data. Calculated fields can be report-specific or tenant-wide and you can use them on:
- Business processes to control condition steps.
- Entry validations to evaluate data.
- Integrations, such as with connectors and Enterprise Interface Builders (EIBs).
- Notifications sent to all workers and new hires.
- Reports to create related calculated fields and add them to custom reports.
- Schedules for recurring processes to determine dynamically when they run.
Calculations
You can create numeric, boolean, and date calculations that work with these Workday features:
- Absence Management: Accruals and time off plans.
- Compensation: Compensation plans.
- Student: Awards, costs, limits, eligibility, and financial aid.
- Workday Payroll: Pay accumulations and balances, earnings and deductions, and pay component groups.
Recommendations
When creating a calculation, design it based on either:
- Workday-delivered report fields.
- Custom fields.Workday only supports custom fields under specific conditions in calculations. See Concept: Requirements for Custom Fields in Calculations.
Requirements for Inputs to Calculations
When you do need to use a calculated field as an input to a calculation:
- Only use Lookup Value as of Date calculated fields.
- Base the calculated field on theWorkerbusiness object.
- Only use calculated fields as inputs to an instance set comparison calculation.
For Payroll or Absence lookup calculations, select the
Data As Of
as either the:
- Period start date.
- Period end date.
- (Payroll only) Subperiod date.
These requirements also apply to any nested calculated fields. Example: You can't create a calculated field based on the
Worker
business object that references a calculated field based on a different business object.When creating a calculated field for calculations, set the:
- Categoryto a functional area. Examples:Time Off,Payroll.
- Authorized UsageasCalculation Engine (Payroll/Absence).