Set Up Period Schedules for Time Tracking

When using Workday Payroll or a third-party payroll system and Time Tracking, determine whether to create shared period schedules. See [link to payroll+time tracking topic].

Security:

Set Up: Period Schedule
domain in the Projects functional area.

Set Up: Time Off (Calculations - Absence Specific)
domain in the Time Off and Leave functional area.

Set Up: Time Tracking
domain in the Time Tracking functional area.

(Optional) If you’re using Workday Payroll (or third-party payroll systems) and Time Tracking to create shared period schedules:

Set Up: Payroll Interface
domain in the Payroll Interface functional area.

Set Up: Payroll - Pay Group Specific
domain in the Core Payroll area.

Create period schedules to define consecutive periods, such as weekly or monthly, for time tracking.

You can manually set up period schedules for Time Tracking. You can also import period schedules from a spreadsheet using Workday's Enterprise Interface Builder (EIB).

Access the

Create Period Schedule

task.

Define the schedule:

Option	Description
Frequency	Examples: Weekly , Bi-weekly , or Monthly
Usage	Select Time Tracking .

Add a row for the first period in the schedule and enter the

Period Start Date

and

Period End Date

Specify the dates available for time entry.

As you complete the task, consider:

Click

Link time periods to pay periods and define eligibility for the time period schedule:

From the related actions menu of the period schedule, select

Period Schedule

Edit

Expand the

Time Tracking

section.

Select the corresponding pay period schedule in the

Link to Payroll Period Schedule

field.

For

Worker Eligibility

, select all conditions workers must meet to have the schedule assigned.

You can select from rules created with the

Create Time Tracking Eligibility Rules

task. Workers should be eligible for 1 time period schedule only. Review the

Audit - Workers with Multiple Time Period Schedules

report to identify workers who are eligible for more than 1 time period schedule. As a best practice, define eligibility criteria that match the guidelines you use to assign employees to pay groups.

In the

Periods

grid, select the pay period that corresponds to each time period in the

Link to Payroll Period

field.

The pay period determines the dates for which to pull time into payroll.

Define which workers are eligible for the period schedule for time tracking:

From the related actions menu of the period schedule name, select

Period Schedule

Edit

Expand the

Time Tracking

section.

For

Worker Eligibility

, select all conditions workers must meet to have the schedule assigned. Workers must meet all the conditions you define here to be eligible for the schedule.

You can select from rules created with the

Create Time Tracking Eligibility Rules

task.

When you save the period schedule, the

Period Number

column displays the sequential number assigned to each period that has a payment date in the same calendar year.

Review the

Audit - Workers with Multiple Time Period Schedules

report for workers who meet eligibility requirements for more than 1 time period schedule.

Workday recommends running this report periodically to ensure that workers have no more than 1 time period schedule.

Access the

Edit Period Schedule