This Workday Absence Management training is intended for learners who are responsible for configuring and supporting the leave of absence (LOA) function within Workday Absence Management. Students will learn to apply the core concepts of Workday Absence Management to configure LOA functionality, set up LOA calculations using Workday calculated fields, perform LOA administrative tasks, and configure LOA business processes. In addition, students will be taught how to use standard and custom reports, as well as time off dashboards and calendars to view LOA-related information. Knowledge of Workday HCM is a prerequisite before enrolling in any workday course.
Absence Calendar and Business Benefits:
Learners will acquire knowledge to help make decisions when planning configuration and use of Absence Calendar. It is useful in various scenarios like improving user experience by providing 1 location to enter absence requests, increasing operational efficiency and visibility of absences as managers can view time off and leave for their teams and reduction of administrative overhead and reliance on third-party calendars. The Absence Calendar and the related actions simplify absence requests by merging the tasks for requesting time off and leave of absence. It is a combined approach that the Absence Calendar provides instead of the Time Off and Leave calendar that distinguishes between time off and leave types.
- This is taught to help learners make decisions when planning configuration and use of time off plans. It explains various components like why to set them up, how they fit into the rest of Workday, downstream impacts and cross-product interactions, security requirements and business process configurations as well as questions and limitations to consider before implementation. Learners would be taught to track the approval process of a week-long vacation request, approve pending time off requests, adjust accruals when workers change or lose their accrual eligibility due to a change in employment status and view time off patterns using reports for workers’ absence from work on certain days of the week.
Set Up Time Off Considerations:
- Students would be taught to record workers when they’re taking time away from work and manage the impacts a time off can have on other areas of Workday and other third-party systems. It is useful to improve efficiency in organizations as managers can predict trends, and plan resources accordingly, integrate with a Payroll solution to enable process payments for workers on time off, provide flexibility in creating time offs that suit the specific requirements of your organization. Workday also provides reports that enable learners to track costs.
Relationship of Time Off Plan Components:
A time off plan defines rules for entering and tracking 1 or more related time offs. When time off plans are set up, workers and managers can enter time off requests, correct requests, and track the status of requests through self-service pages and reports. Administrators can track, adjust, and manage accrual, time off, and time off plan balances. Students will learn to build a simple plan that supports basic time off entry and approval, create time offs and add them to a time off plan and create time off plans that track accrual and time off balances include additional components like time offs, time off types, validation text, accruals, balance period and period schedule.
Eligibility for Time Off Plan, Time Off, and Accrual:
Learners will be taught the eligibility rules to be added to a time off plan and the eligibility fields on the time off plan. Concepts inclusive of eligibility rules, pointers for defining eligibility rules, and/or logic, time off plan filters and where to add eligibility rules would be taught.
Effective Dating for Absence:
When creating a new time off plan, students must select an effective date to create a dated configuration snapshot. Additionally, when editing an existing accrual, time off, or time off plan, learners will be prompted to edit an existing or create a new effective-dated snapshot. They can select from period start dates that derive from the period schedule of the Time Off plan. Students will learn to create time off plan, edit accrual, edit time off as well as edit time off plan.
It is useful for workers to record when they’re taking leave from work with an estimated or flexible end date. Students will learn as administrators to manage the impacts a leave of absence can have on other areas of Workday and other systems. They will learn to track costs as you can use reports and view how much absenteeism is costing the organization and calculate absence liability, minimize risks while ensuring that the leave policies are consistent with country-specific requirements, improve efficiency in the organization as managers can use reports, predict trends, and plan resources accordingly. Learners would be taught to integrate with a Payroll solution to enable process payments to workers on leave, streamline the process of moving workers from one leave type to another and create a variety of leave types and families that can suit the specific requirements of the organization.
Importing Leave of Absence Events:
Students will learn to load large volumes of leave of absence events into Workday Absence using Workday Enterprise Interface Builder (EIB) and SOAP UI for these web services like import request leave of absence and import request return from leave of absence Students will learn to load leave events in Workday from a third-party tool, migrate validated leave events into Workday, load batches of leave events in bulk and correct multiple leave events for multiple workers.
Identifying Workers on Leave:
When a worker is on leave, Workday displays the notation (On Leave) after the worker’s name. This depends on the On Leave Visibility Status Type setting on the leave type. Learners would understand (On Leave) displays after the worker’s name and after every position if the worker is on a worker-based leave, and position-based leave for every position.
Learners can track and assist workers who are on long-term time offs and leaves of absence. You can track their progress as they reach milestones and checkpoints in their path to rejoining the workforce. They will learn to define a checklist of various reintegration activities, such as meetings and compensation changes, and the timeline over which they occur. Many countries have statutory requirements for the reintegration process. Absence case groups define the conditions that automatically initiate absence cases for workers. Groups are based on a set number of days of absence in a defined period. Students can manually initiate an absence case for a worker if the business process or absence case group configurations don't apply to their situation. You can also check out our courses inclusive of Workday time tracking training, Workday prism analytics training and Workday absence management training.