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Administrator Guide
Last Updated: 2023-06-23
Create Rules for Assigning Calendars

Create Rules for Assigning Calendars

  • Define the objects (such as job profiles or locations) on which to base calendar rules.
  • Security:
    Set Up: Calendar
     domain in the System functional area.
Calendar rules enable you to assign holiday and work schedule calendars to workers. They define the conditions that workers must meet for Workday to assign them a calendar.
Calendar rules are similar to condition rules used in business processes in Workday.
For workers assigned multiple calendars, events that occur on the same date cause workers to receive the sum of the time from the events. Example: A worker is assigned 2 calendars and an event occurs on both on the same date, the worker receives the sum of both events.
  1. Access the
    Create Holiday/Work Schedule Calendar Rule
     task.
  2. Enter a unique name in the
    Description
     field.
  3. (Optional) Add a
    Comment
     and specify a
    Category
     for the rule.
  4. (Optional) To create a new rule based on a similar existing rule, select
    Copy Condition from Rule
    .
    You can modify the copied conditions for the new rule.
  5. Select the
    Source External Field or Condition Rule
     on which you want to base the rule condition.
    The context where the condition is used determines the available fields and their values. A subrule is another condition rule that is relevant to the same business object and that evaluates to true or false.
  6. Select the
    Relational Operator
     to define how you want the rule condition to handle the field or subrule.
  7. Select the
    Comparison Type
     to indicate how you want the rule condition to compare the specified value to the field or subrule.
  8. Enter or select the
    Comparison Value
     the rule condition will use to compare to the selected field or subrule.
  9. When there are 2 or more conditions:
    • Use the up and down arrows to arrange them in the
      Order
       in which you want them evaluated.
    • Set the
      And
       or
      Or
       option at the beginning of each statement to control how it's used with the line directly before it.
  10. Use the parentheses columns when you've 3 or more logical statements and a combination of
    And
    s and
    Or
    s.
    Example: You want to say (
    a
     and
    b
    ) or
    c
     . Add these rows:
    And/Or
    (
    Condition Rule
    )
    (
    a
    And
    b
    )
    Or
    c
To assign the same work schedule calendar to all employees in a particular company and region, create a calendar rule that selects only those employees. Assign the rule to the appropriate work schedule calendar.
  • Add calendar rules to holiday and work schedule calendars to assign calendars to different worker populations.
  • Review the condition statements for calendar rules and see which calendars use the rules on these reports:
    • View Holiday/Work Schedule Calendar Rule
    • View Holiday/Work Schedule Calendar Rules