Use Put Period Schedule EIB
- Verify you're using the latest web service version.
- Security:
- Set Up: Payroll – Pay Group Specificdomain in the Core Payroll functional area.
- Set Up: Time Off (Calculations – Absence Specific)in the Time Off and Leave functional area.
- Set Up: Payroll Interfacein the Core Payroll functional area.
- Set Up: Period Schedulein the Core Payroll functional area.
To create multiple period schedules or add periods to an existing schedule, you can create an EIB integration based on the Put Period Schedule web service. You can then enter data in a spreadsheet that corresponds to the inbound EIB.
- Set up an inbound EIB named Put Period Schedule EIB using the Put Period Schedule web service. For more information, see Set Up Inbound EIB.
- SelectTemplate Model>Editfrom the related actions menu of the EIB.
- ClickEdit Template with Data Options.
- Select theCondition Rule Filteroption in theFiltersection.
- Add a rule condition. Example: for a semi-monthly period schedule, enter:
- Source External Field or Condition Rule: Period Schedule Name
- Relational Operator: equal to
- Comparison Type: Value specified in this filter
- Comparison Value: Semi-monthly
- Regenerate the template.
- Select theGenerate Spreadsheet with Dataoption. Workday populates the spreadsheet with the period schedule(s) you configured in the filter.
- As you populate the EIB input spreadsheet, consider:OptionDescriptionSpreadsheet Keyfield in theAllsectionSpecify a unique value for each period schedule.Add Onlyfield in theAllsectionSet toYif you're only adding new schedules and not existing ones.Period Schedule IDfield in thePeriod Schedule Data (All)section
- If updating an existing schedule, enter its reference ID.
- If creating a new schedule, either enter a reference ID of your choice, or leave the field blank and Workday will assign a value.
Frequencyfield in thePeriod Schedule Data (All)sectionSchedule frequency. To find the reference ID value, run theView Reference IDsreport and select theFrequencybusiness object.Usagefield in thePeriod Schedule Data (All)sectionEnter all usages that apply to the schedule, using a new row for each usage. To find the reference ID values, run theIntegration IDsreport and select thePeriod Schedule Usagebusiness object.Row IDfield in thePeriod Data+ (All > Period Schedule Data)sectionEnter a unique Row ID value for each period start and end date.Period Start DateandPeriod End Datefields in thePeriod Data+ (All > Period Schedule Data)sectionEnter the period start date and end date in the YYYYMMDD format. You can also specify time, if needed. Example: 2021-02-01T00:00:00 or 2021-02-01.Payroll Payment Datefield in thePeriod Data+ (All > Period Schedule Data)sectionEnter the payroll payment date in format YYYYMMDD. You can also specify time, if needed.Period IDfield in thePeriod Data+ (All > Period Schedule Data)section- If updating an existing period, specify the reference ID of the period.
- If creating a new period, you can either enter the reference ID of your choice, or leave the field blank and Workday will assign a value. Don't use reference ID value that is already in use as it will overwrite an existing period. To find values currently in use, run theReference IDs reportand select thePeriodbusiness object.
For more information, see Concept: Data Entry in Period Schedule EIB Spreadsheets.
The Put Period Schedule web service uploads the new or existing periods into Workday and uses the data you entered in the EIB spreadsheet.
Assign pay period schedules to pay groups.
To ensure that workers don't qualify for more than 1 period schedule, periodically review the
Audit - Workers with Multiple Time Period Schedules
report.