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Creating A Workday Exception Template - SPD

This document provides steps to create a workday exception template in Workday. It describes navigating to the exception templates page, entering a template name and description, and selecting dates for the template. The template allows defining deviations from the standard workday calendar, such as holidays or downtime. The 22 steps specify the actions to complete the template by selecting dates and saving the information.

Uploaded by

Larry Sherrod
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© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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162 views16 pages

Creating A Workday Exception Template - SPD

This document provides steps to create a workday exception template in Workday. It describes navigating to the exception templates page, entering a template name and description, and selecting dates for the template. The template allows defining deviations from the standard workday calendar, such as holidays or downtime. The 22 steps specify the actions to complete the template by selecting dates and saving the information.

Uploaded by

Larry Sherrod
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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System Process Document

Creating a Workday Exception Template

Department
Responsibility/Role
File Name 27761289.doc
Revision
Document Generation Date 18/01/2010 15:35:00
Date Modified 1/18/2010 03:35:00 PM
Last Changed by
Status

Creating a Workday Exception Template


Trigger:

Concept

For each organization, you specify the calendar to use. All scheduling functions use the calendar
you specify. Detailed scheduling uses specific resource availability information by department
and shift to schedule resources. Dynamic lead time offsetting, however, uses an organization's
workday calendar and does not consider shift information. 
 
Exception Templates page enables you to define and group deviations to your workday
calendar, such as holidays, downtime, or scheduled maintenance. 
 
When defining a workday calendar, specify which days (or shifts) are on and off. The workday
calendar, in combination with the exceptions to it, determine the work pattern for each
organization. 
 
In this topic, you will create a workday exception template. 

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Creating a Workday Exception Template

Procedure

Step Action
1. Begin by navigating to the Exception Templates page.

Click the vertical scrollbar.

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System Process Document
Creating a Workday Exception Template

Step Action
2. Click the Manufacturing and Distribution Manager link.

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System Process Document
Creating a Workday Exception Template

Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the Exception Templates link.

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System Process Document
Creating a Workday Exception Template

Step Action
5. Use the Exception Templates page to define and group deviations to your
workday calendar, such as holidays, downtime, or scheduled maintenance.

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System Process Document
Creating a Workday Exception Template

Step Action
6. Click in the Template field.

Step Action
7. Enter the desired information into the Template field. Enter "Primary Set".

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System Process Document
Creating a Workday Exception Template

Step Action
8. Click in the Description field.

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System Process Document
Creating a Workday Exception Template

Step Action
9. Enter the desired information into the Description field. Enter "Primary
Exception Set".

Step Action
10. Click the Date list.

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System Process Document
Creating a Workday Exception Template

Step Action
11. Use the Calendar page to enter a date.

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System Process Document
Creating a Workday Exception Template

Step Action
12. Click the desired date.

Step Action
13. Click the OK button.

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System Process Document
Creating a Workday Exception Template

Step Action
14. Click the Date list.

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System Process Document
Creating a Workday Exception Template

Step Action
15. Click the desired date.

Step Action
16. Click the OK button.

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System Process Document
Creating a Workday Exception Template

Step Action
17. Click the Date list.

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System Process Document
Creating a Workday Exception Template

Step Action
18. Click the Next Year button.

Step Action
19. Click the desired date.

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System Process Document
Creating a Workday Exception Template

Step Action
20. Click the OK button.

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System Process Document
Creating a Workday Exception Template

Step Action
21. Click the Save button.

Step Action
22. You have completed the Creating a Workday Exception Template procedure.
End of Procedure.

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