Steps: Set Up the Team Absence Calendar
- Security:Set Up: Time Off (General)domain in the Time Off and Leave functional area.
In September 2025, we plan to retire the legacy
Time Off and Leave Calendar
. Workday recommends that you use the more flexible Team Absence Calendar
report, which enables you to edit time off requests as part of the new experience. - Coordinate time off and leave requests.
- Manage team resources.
- Define the pool of workers an employee can view on the calendar.
- Select the time off and leave types that an access group can view.
- Manager Self Service:Managers have access to theTeam Absence Calendarreport, which lists both in-progress and approved absence requests for their teams.
- Employee Self Service:Workers can clickView Teamswhen requesting absence to view absence requests for their team and other organizations that they have access to. They can only view approved current or future-dated absence requests (not past).
- Access theConfigure Team Absencetask.
- On theManager Self Servicetab, create access groups by selecting assignable roles and organization type pairs.You can grant access to members of subordinate organizations and workers with Is Leader roles. As you complete this task, consider:
Option Description Assignable RoleThe assigned roles that have access to the selected organization types. Examples:- Select theManagerrole and theSupervisoryorganization type so that managers can view requests for their supervisory organizations.
- Select theAbsence Partnerrole and theCost Centerorganization type. Workers have access to the members of cost centers in which they have the Absence Partner role assigned.
Organization TypesThe organization types that the managers can access, based on their assigned roles.Subordinate OrganizationsThe number of lower levels that managers can access, based on the organization in which they have an assigned role.Leader RolesGrants access to workers with an Is Leader role for the organization type. - On theEmployee Self Servicetab, create access groups by selecting the group criteria and organization types.Workers have access to the members of the selected organization types in which they have any of the selected job profiles. You can grant access to members of subordinate organizations and workers with Is Leader roles. As you complete this task, consider:
Option Description Group CriteriaSpecify whether all workers, or workers with certain job profiles, have access to view approved absence requests for members of the selected organization types.Organization TypesThe organization types that the group can access, both supervisory and nonsupervisory. You can select custom organization types specific to your industry or tenant such as districts and stores. Example:Store DistrictandStore.Subordinate OrganizationsThe number of lower levels that workers can access based on the organization in which they have an assigned role.For optimal performance, Workday recommends that you don't provide Employee Self Service (ESS) access to subordinate organizations more than 2 levels below the worker's level.Leader RolesGrants access to members of the group (either all workers or workers with a specific job profile) to view absences of workers in the selected organization types who have an Is Leader role. Workers can view these absences when they either:- Select on theManage Absencereport.
- ClickView Teamson theRequest Absencetask.
Team Absence Calendarreport.Always Display Workers on CalendarAutomatically displays team mate absences on your calendar. - On theTime Off VisibilityandLeave Type Visibilitytabs, select theVisible for Team Absencecheck box for each absence type to display the selected types on the team calendars.The security policies for these business processes take precedence over the values that you configure on theConfigure Team Absencetask:
- Correct Time Off
- Request Leave of Absence
- Request Time Off
In theWho Can Do Actions on Entire Business Processsection of these business process security policies, users in theSecurity Groupsfield for theView Allaction can see events on theTeam Absence Calendar.Managers and absence administrators can useTeam Absence Calendar. For this calendar, the visibility settings on theConfigure Team Absencetask and theView Allaction on the security policies both apply, regardless of whether you configure the business processes. - Grant permissions on these domains:DomainDescriptionWorker Data: Team Absence CalendarPermissions on the domain grant access only to theTeam Absence Calendarreport. The access groups that you configure on theManager Self Servicetab grant access to specific workers and their time off and leave requests.Self-Service: Team Absence CalendarPermissions on the domain grant access only to theView Teambutton. The access groups that you configure in theEmployee Self Servicetab grant access to specific workers and their time off and leave requests.
This example displays how to set up access groups for:
- Managers and workers of supervisory organizations.
- Workers of nonsupervisory, custom organizations.
Mario Morales manages the US and Canadian Property Management organization at his company. To balance resources for his projects, Mario needs to track the absence requests for his employees. He’s an assigned role of Manager in both the Property Management - US Group and the Property Management - CAN Group supervisory organizations.
Likewise, the workers in these organizations need to see the approved absences of their teammates to help manage projects and to know when to ask for time off. As the absence administrator, you set up 3 access groups for:
- The manager of a supervisory organization.
- Workers in a supervisory organization that report to the manager.
- Workers in a nonsupervisory, custom organization.
On the
Manager Self Service
tab, you create an access group called Manager - Supervisory
. On the Employee Self Service
tab, you create an access group called Employees - Supervisory
.Access Group | Members | Organization Types | Supervisory Organizations | Leader Roles |
|---|---|---|---|---|
Manager - Supervisory
| Assignable Roles : Manager
| Supervisory
| Include Subordinate Organizations to Level: 1 | Selected |
Employees - Supervisory
| Group Criteria : All Workers
| Supervisory
| No Subordinate Organizations
| Selected |
Store Employees - Custom
| Group Criteria :Job Profile : Store Clerk
|
| No Subordinate Organizations
| Selected |
When Mario accesses the
Team Absence Calendar
report, he sees both supervisory organizations listed in the Organizations
prompt because he’s an assigned role in each. He can select 1 or both organizations. He can also select individual members from the Workers
prompt.When workers in the
Employees - Supervisory
group requests an absence, they can click View Teams
on the calendar. The calendar displays the approved requests of their teammates in their supervisory organization.Store Employees - Custom
group request absence, they can click:
- View Teamson the calendar, and select the custom organization types from theOrganizationsprompt. The calendar displays the approved requests of their teammates in the custom organization.
- Workerto view individual workers, after they clear theOrganizationprompt.
You can use the
Configure Worklet
task to:
- Add theTeam Absence Calendarreport to theMy Teamworklet.
- Remove theTime Off and Leave Calendarfrom theMy Teamworklet.
- Add theView Teamsreport to theTime OffandAbsenceworklets.