Example: Create a Calculated Field with the Deployment Agent

This example shows how a Deployment agent user uses a CRAFT prompt to have the Deployment agent generate logic for a Conditional Management Level calculated field.

You are a Workday administrator and configuration specialist. You want to use a calculated field to categorize workers into 2 specific groups, Manager or Individual Contributor, based on your existing management level hierarchy. You need to categorize workers as Manager or Individual Contributor so that you can:

Enhance custom reporting and dashboards: You can use this field to group data in summary reports, allowing executives to see high-level workforce distributions without getting bogged down in dozens of specific job grades.

Streamline outbound integrations: When you send data to external systems (like an LMS or benefits provider) that only recognize simple management statuses, you can use this field to map your complex internal hierarchy to the simplified values they require.

Drive business process condition rules: You can use this field to initiate specific workflow steps. For example, you might create a rule that requires an additional approval level only if the worker’s status is Manager
.

Automate security group assignments: You can use the results of this field to define the scope of constrained security groups or to help automate membership in integration system security groups.

Perform data audits: You can use this field to identify data discrepancies, such as finding individual contributors who are incorrectly assigned as managers of a Supervisory Organization.

Have access to Customer Central with the Deployment agent available on the global navigation bar and the sidebar.

See Verify Deployment Agent Availability in Customer Central

Ensure your user account has the necessary permissions to create calculated fields in your target implementation or sandbox tenant.

Access the Deployment agent in the global navigation bar or sidebar.

Use the CRAFT method to provide a clear prompt that defines your role, the context of your request, including the conditional logic you need.

Your prompt:

I am a Workday administrator. I need to create a calculated field on the Worker business object. The logic should be: if a worker's 'Management Level' is 'Manager' or any level above that (like Director or VP), return the text 'Manager'. Otherwise, return 'Individual Contributor'. Can you provide the step-by-step configuration and the specific calculation type I should use?

Review the logic

The agent analyzes the request and typically suggests an Evaluate Expression function. It provides the configuration parameters you need to enter in the

Create Calculated Field

task in Workday:

Business Object

: Worker.

Function Type

: Evaluate Expression.

Default Value

: Individual Contributor.

Condition

: Management Level (using an In Selection List operator).

Return Value if True

: Manager.

(Optional) If your organization uses unique naming conventions, ask a follow-up question:

Your prompt:

My tenant uses 'Lead' instead of 'Manager'. How should I update the condition to include 'Lead' and everything above it?

Review the suggested logic against the specific Management Level hierarchy of your tenant to ensure all levels are captured correctly.

The Deployment agent provides you with the structural logic and specific functions needed for the field. This eliminates the need for you to manually browse the Administrator Guide to determine which calculation type best supports if/then/else text strings.

Once the Deployment agent provides the steps, sign in to your target tenant and run the

Create Calculated Field

task to implement the logic. After building the field, use the

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