Concept: Effective and Entry Dates
Workday enables you to specify an effective date when you create or change most business objects.
Effective dates identify when changes go into effect, which might differ from when data entry occurs. Effective dates can be in the past, present, or future. Example:
Product | Example |
|---|---|
Expenses | Specify when new hotel rates take effect. |
Human Capital Management | Specify when workers become eligible for time off for the birth of a child. |
Pay | Specify when employee raises begin.
Specify when increased union dues went into effect. |
Recruiting | Specify when new hires become official employees. |
Student | Specify when students officially enroll in classes for next semester. |
Workday never prompts you for an entry date, but always records one.
Entry dates identify when data enters Workday as a completed action. Entry dates can provide a more accurate representation of your data for auditing or security purposes. You can:
- Identify when employees complete learning modules.
- Identify when managers complete performance reviews.
- View employees who had Workday accounts on a certain date.
The 2 date types together enable you to create various types of reporting.
Workday records effective and entry dates using the processing user's time zone. Consider this discrepancy when you report on effective and entry dates.
Example
James in Recruiting hires candidates on 2021-03-01. The candidates start on 2021-04-01, so James sets the effective date for each candidate to 2021-04-01. When he reports on employees as of 2021-03-15, the new hires don’t display even though their information entered Workday on 2021-03-01.