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Administrator Guide
Last Updated: 2025-05-02
Steps: Create a Time Off

Steps: Create a Time Off

When you create definitions for each time off that workers can request, you can:
  • Specify the time off type and how workers can enter the request.
  • Enable adjustments.
  • Configure validation rules and options for workers to sell back a portion of their accrued time off.
  • Associate worktags with the time off.
  • Define requirements when a time off has eligibility criteria or limits that differ from the time off plan.
When a time off is part of a position-based time off plan, limits are based on position. You can define eligibility rules and validations that reference a worker's primary position or all positions.
  1. Create a time off. See Create Time Offs.
  2. (Optional) On the
    Validations
     tab, Create Time Off Validations.
  3. (Optional) On the
    Time Off Plan Overrides
     tab, Create Time Off Plan Overrides for Time Offs.
  4. (Optional) On the
    Reasons
     tab, configure reasons for workers to report when requesting this time off.
    The
    Reason ID
     is used in web service API and EIB uploads for time off requests. Workday updates the
    Count
     each time a time off entry includes the reason.
  5. (Optional) On the
    Worktags
     tab, associate worktags with the time off, enabling eligible workers to select worktag values when they enter time offs. See Steps: Set Up Worktags for Time Offs.
  6. (Optional) On the
    Sell Options
     tab, set up the options for workers to sell back any portion they accrued from this time off. The options are available when you select the
    Allow to Sell Time Off
     check box. See Steps: Set Up Sell Time Off.
  7. (Optional) Set Up Mass Operations.
    When reviewers aren't available, or you want to approve multiple time off requests that are in-progress, use the
    Mass Operation Management
     task. This task advances business process requests for a selected group of workers using a custom report. Your custom report must generate a list of time off request events that need approval. Configure relevant security groups in the Manual Advance action of the
    Request Time Off
     business process and security policy in the Time Off and Leave functional area.
Add time offs to:
  • Time off plans.
  • The appropriate time off security segment to enable users to access them in a time off request or correction. We recommend performing this step after you add the time offs to a time off plan.