How do I default the effective start date on Redwood workforce structures pages?

You can control the defaulting of the effective start date in the create flows when using Redwood pages for workforce structures objects such as job families.

You can do this by configuring the Default Effective Start Date on the Enterprise HCM Information page. The configured date appears as the default effective start date in the create flows. Your users can override this value by specifying a date of their choice.

If you choose not to configure the Default Effective Start Date on the Enterprise HCM Information page, the Effective Start Date appears blank in the create flows. You can also configure a future date as the Effective Start Date.

Note: The Default Effective Start Date field on the Enterprise isn’t date effective. Any changes to this value will be reflected in all the date-effective records. This defaulting doesn't apply when you create records using HCM Data Loader (HDL), HCM Spreadsheet Data Loader (HSDL), or REST.

This table describes how the effective start date is defaulted on the Redwood workforce structures pages.

Default Effective Start Date configured on Enterprise Type of Flow What's defaulted as effective date? Impacted Redwood Pages
Yes Create Value from enterprise configuration
  • Departments
  • Divisions
  • Disability Organizations
  • Job Families
  • Jobs
  • Legislative Data Groups
  • Locations
  • Positions
  • Reporting Establishments
  • Worker Unions
No Create Blank value
  • Departments
  • Divisions
  • Disability Organizations
  • Job Families
  • Jobs
  • Legislative Data Groups
  • Locations
  • Positions
  • Reporting Establishments
  • Worker Unions
Yes Update Blank value
  • Departments
  • Divisions
  • Disability Organizations
  • Enterprise HCM Information
  • Job Families
  • Jobs
  • Legal Entity HCM Information
  • Legal Reporting Unit HCM Information
  • Legislative Data Groups
  • Locations
  • Positions
  • Reporting Establishments
  • Worker Unions
No Update Blank value
  • Departments
  • Divisions
  • Disability Organizations
  • Enterprise HCM Information
  • Job Families
  • Jobs
  • Legal Entity HCM Information
  • Legal Reporting Unit HCM Information
  • Legislative Data Groups
  • Locations
  • Positions
  • Reporting Establishments
  • Worker Unions

To configure the Default Effective Start Date on the Enterprise HCM Information page:

  1. On the Home page, navigate to My Client Groups > Workforce Structures > Enterprise HCM Information page.
  2. Click Update.
  3. In the Additional info section, go to the Workforce Structures Configuration segment, and update the Effective Start Date field with the date that you want.
  4. Click Submit.
Note: Though the date is defaulted from the value specified in the enterprise configuration, you can override this value in the create flows.