Concept: Roles, Time Zones, and Snapshots
Time Zones on Role Assignments
Workday enables you to configure the time zone in which role assignments become effective. When you configure time zones for roles in the
Time Zone Configuration
section of the Edit Tenant Setup - System
task, consider these options from the Role Assignment Time Zone Option
prompt:
Option | Description |
|---|---|
Blank | If you leave the Role Assignment Time Zone Option blank, Workday populates the time zone as Pacific Time. Workday recommends configuring a time zone to avoid ambiguity in future transactions. |
Assignee Location
| Workday sets the time zone based on the location of the role assignee.
If you assign a role using a subprocess of a role-related business process, Workday uses the Assignee Location option.If you select the Assignee Location option on the Role Assignment Time Zone Option prompt and then use the Assign Role task from the related actions menu on an organization, the time zone will default to Pacific Time. |
Tenant Default
| Configure this time zone for your tenant to default to when no other time zone is selected. |
When you configure 1 of these time zone options, Workday recommends that you also:
- Opt-in to the Workday 32 - Time Zone functionality by accessing theMaintain Feature Opt-Insreport. You can't reverse this action after opting in to the functionality.
- Configure theManage: Role Assignment Time Zonedomain so that you can override default time zones in role assignment tasks. It also enables you to specify a time zone when you add, remove, or change a role assignment for a worker on a task or business process.
Once you select a
Role Assignment Time Zone Option
, you can't disable it.When you configure a value for
Role Assignment Time Zone Option
on the Edit Tenant Setup – System
task and you:
- Select the related action on a role-enabled business object.
- Assign roles during the creation of a role-enabled business object.
- The default time zone value you configured on theEdit Tenant Setup – Systemtask when theRole Assignment Time Zone OptionisTenant Default.
- The time zone of the processing user when theRole Assignment Time Zone OptionisAssignee Location.
A worker's time zone is determined, in order of preference, by:
- Their specified time zone.
- The time zone of the location of their primary position.
- The tenant default time zone.
- PST.
The Snapshot Date Model and Role Assignments
Role assignments use snapshots to capture the role assignees that are effective as of a particular date. When you enter role assignments in date order, each effective date is a snapshot view of the role assignees for your role assignments. A snapshot is updated if a role assignee is removed as of the effective date.
When you enter roles out-of-date order and back-date the
Effective Date
field, you should add the roles to all later-dated snapshots as well.
- To automatically update later-dated snapshots with changed role assignments, select theUpdate Later-Dated Assignmentscheck box on theAssign Roles - Add/RemoveandAssign Roles - Change Assignmentsactions.
- You must have access to theRoles: Managedomain to select this check box.
When you use the
Assign Roles
related action or a subprocess to enter role assignments, you must update future snapshots manually.Example: Dave is added with a back-dated
Effective Date
.
Date Entered | Effective Date | Workers Added |
|---|---|---|
2021-01-03 | 2021-01-03 | +Cynthia
+Kim |
2021-01-03 | 2020-01-28 | +Dave |
2021-01-10 | 2021-01-10 | +Amy
Cynthia |
Dave has the role between 2020-01-28 to 2021-01-02 only. To ensure that Dave has the role until 2021-01-15, you must add Dave to the role twice: effective as of 2021-01-03, and effective as of 2021-01-10.
Date Entered | Effective Date | Workers Added |
|---|---|---|
2021-01-03 | 2021-01-03 | +Cynthia
+Kim |
2021-01-03 | 2020-01-28 | +Dave |
2021-01-10 | 2021-01-10 | +Amy
Cynthia |
2021-01-15 | 2021-01-03 | +Dave
Cynthia |
2021-01-15 | 2021-01-10 | +Dave
Amy Cynthia |