Ensure you have time-off plans configured in Workday
While there is currently no hard deadline for travel bans to be lifted, it is important that your organization is prepared for an increase in PTO requests as soon as possible. The first step is to ensure you have a time-off plan set up in your Workday tenant.
Accrue-As-You-Go time-off plans
This type of time-off plan allows workers to request time off as they need it, in hours or days, until the end of the year. It also allows employees to take time off without being restricted by the availability of a time-off balance. You can review how to create a simple Accrue-As-You-Go time-off plan and leave type with finite entitlement here. You can review the time-off plan using the All Time Off Plans report, and once set up, workers who are eligible for this plan can request time off.
Time-off plan tracking balances
This type of time-off plan allows you to define in Workday the amount of time that is available to your workers during a balance period. For example, this plan allows a worker taking time off on June 30 to use the PTO hours they would have accrued in July-December, in addition to the hours they have accrued January-May.