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Administrator Guide
Last Updated: 2026-05-29
Example: Create a Calculated Field with the Deployment Agent in Implementation Environments

Example: Create a Calculated Field with the Deployment Agent in Implementation Environments

This example shows how a Deployment agent user uses a CRAFT prompt to 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: Use this field to group data in summary reports, enabling 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, use this field to map your complex internal hierarchy to the simplified values they require.
  • Drive business process condition rules: Use this 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: 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: Use this field to identify data discrepancies, such as finding individual contributors who are incorrectly assigned as managers of a Supervisory Organization.
  1. Sign in to the Implementation, Preview, or Sandbox tenant.
  2. Access the Deployment Agent entry in the global navigation bar.
  3. Use the CRAFT method to provide a clear prompt that defines your role and 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 [Format] configuration and the specific calculation type I should use?
  4. 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.
  5. (Optional) If your organization uses unique naming conventions, you can 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?
  6. 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, run the
Create Calculated Field
 task to implement the logic. After building the field, use the
Thumbs Up
 or
Thumbs Down
 icon in the Deployment agent window to rate the accuracy of the logic provided.