Example: Configure a Probation Period Alert

This example illustrates how to set up an alert based on expiring probation periods.

You want to inform managers in advance about a worker's probation period ending, so the manager can perform any necessary actions. You configure a weekly alert that provides a report listing workers with probation end dates occurring in the next 21 days.

Access the

Create Calculated Field

task.

As you complete the task, consider:

Field Name	Business Object	Function	Lookup Field	Return Value
Worker for Probation Period	Employee Probation Period	Lookup Related Value	Position for Probation Period	Worker

Access the

Create Custom Report

task.

As you complete the task, consider:

Option	Description
Report Name	Enter Expiring Probation Periods .
Report Type	Select Advanced .
Data Source	Select Probation Periods for Workers .
Temporary Report	Ensure this is clear.

On the

Edit Custom Report

task, select Alerts
from the

Report Tags

prompt.

As you complete the

Columns

tab, add these rows:

Business Object	Field
Employee Probation Period	Worker for Probation Period
Employee Probation Period	Position at Probation Period Start
Employee Probation Period	Probation Start Date
Employee Probation Period	Probation End Date
Employee Probation Period	Probation Extended End Date

Create a calculated field for the report on the

Filter

tab:

Select Create
>
Create Calculated Field for Report
from the

Field

prompt.

Enter Current Date + 21 Days
in

Field Name

Select Increment or Decrement Date
from the

Function

prompt.

On the

Calculation

tab, select Current Effective Date
from the

Date Field

prompt.

Select 21
from the

Days to Add or Subtract

prompt.

Click

Remove the row that Workday automatically populates in the

Filter

tab.

Add these rows on the

Filter

tab:

And/Or	(	Field	Operator	Comparison Type	Comparison Value	)
And	(	Probation End Date	less than or equal to	Value from another field	Current Date + 21 Days
And		Probation End Date	greater than	Value from another field	Current Entry Date	)
Or	(	Probation Extended End Date	less than or equal to	Value from another field	Current Date + 21 Days
And		Probation Extended End Date	greater than	Value from another field	Current Entry Date	)

To save the report, click

Access the

Configure Alert

task.

As you complete the task, consider:

Option	Description
Report Name	Select Expiring Probation Periods .
Run Frequency	Select Weekly Recurrence .
Request Name	Enter a unique name for the alert. Example: Expiring Probation Periods Alert.

As you complete the

Alert Configuration

tab, consider:

Option	Description
Notification Type	Select General Notifications .
Effective Date	Select Determine Value at Runtime from the Value Type column and Today from the Value column.
Group(s)	Select the security Group(s) you want to receive this alert. Example: Manager .
Subject	Enter the subject for the alert. Example: Probation Periods Expiring.
Body	Enter a description for the alert. Example: The probation period for these workers is expiring in 21 days.
Details	Select the Field option and select the Worker for Probation Period calculated field from the prompt.

On the

Schedule

tab, consider:

Option	Description
Recurs Every x Week(s)	Enter 1.
Day(s) of the Week	Select the day of the week that you want to receive the alert. Example: Monday .
Start Time	Select a start time. Example: 9.00 AM .
Time Zone	Select a time zone. Example: GMT-08:00 Pacific Time (Los Angeles) .
Start Date	Select the date when you want the alert to begin.
End Date	Select the date when you want the alert to end.

Workday sends the alert to the Manager
security group every week on Monday with a report of probation periods ending in 21 days. The alert displays in the Alert Notification
category under

Process Monitor