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Administrator Guide
Last Updated: 2023-06-23
Steps: Enable Managers to Create and Assign Custom Work Schedules

Steps: Enable Managers to Create and Assign Custom Work Schedules

  • Security:
    Set Up: Calendar
     domain in the System functional area.
  • Create and assign work schedule calendars.
You can enable managers to create and assign worker-specific schedules based on schedule patterns. Enabling this feature gives managers more control and flexibility to assign unique schedules to workers rather than having to select from a list of existing work schedule calendars configured by administrators. Managers can then add or remove shifts or meals from the schedule pattern when a worker’s schedule changes, without requiring an administrator to take any action.
  1. Configure the
    Assign Work Schedule
     business process and security policy in the Time Tracking functional area. Grant managers access to the
    Assign Custom Work Schedule
     initiating action.
  2. Workday recommends that you create at least 1 default work schedule calendar with patterns and assign it to workers. Creating a default calendar ensures that the correct Time Tracking configuration options populate when managers create custom work schedules. Workday automatically applies these Time Tracking options to the worker's new work schedule based on their work schedule calendar assignment:
    • Daybreaker
    • Day Breaker Divides
    • Start Day of Week
    • Biweekly OT Calculation Date
    • Configurable Calculation Period
    Creating a default work schedule calendar also gives managers a pattern they can use as a starting point when doing the first schedule assignment for the worker.
    To modify the Time Tracking configuration options on custom work schedules, you can use the
    Correct
     related action on work schedule assignment events. You can view work schedule assignment events using the
    Schedule History for Worker
     report.
  3. Access the
    Assign Custom Work Schedule
     task.
  4. Select the
    Worker
     for whom you wish to assign a work schedule.
  5. Select the
    Start Date
     and, optionally, an
    End Date
    .
  6. Select how to start the work schedule.
    If you select
    Start from Current Schedule
    , but the worker's current schedule is based on calendar events rather than patterns, Workday displays a blank calendar.
  7. As you create the schedule pattern, in the
    Pattern Details
     grid, configure whether the pattern contains a
    Single Shift and Meal
     or
    Multiple Shifts and Meals
    .
Worker-specific schedules created using the
Assign Custom Work Schedule
 task aren't displayed in any work schedule calendar prompts or tasks other than on the
Assign Custom Work Schedule
 task. You can't directly edit worker-specific work schedule calendars using the
Edit Work Schedule Calendar
 task or using related actions from a work schedule calendar. You can use the
Assign Custom Work Schedule
 task to assign a new schedule. Alternately, you can use the
Correct
 action available as a related action from a work schedule assignment to correct it.
Report on worker-specific work schedules using these data sources:
  • Active Work Schedule Assignment Events
  • All Historical Work Schedule Assignment Events
Access the
My Schedule History
 or
Schedule History for Worker
 reports to view previous work schedule assignment events.