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Administrator Guide
Last Updated: 2023-06-23
Example: Certify Effort for Payroll

Example: Certify Effort for Payroll

This example illustrates how to certify that employee efforts match their payroll for a specific pay group.
You're the Effort Certification Manager at the Alma Mater University (USA). You want to initiate effort certification for employees. Both Dr. Audrey Hodges and Dr. Fred Hong are employees in the Faculty pay group.
In the setup for this effort certification, you want to:
  • Limit effort certification eligibility to employees in the Faculty pay group.
  • Group the effort certifications by the fund and cost center worktags, and subtotal them by the program worktags.
  • Preview effort certification results to plan for payroll costing changes.
  • Complete pay calculations for a pay period between 01/01/2007 to 06/30/2007 for these employees:
    • Dr. Audrey Hodges
    • Dr. Fred Hong
  • Security: These domains in the Core Payroll functional area:
    • Process: Effort Certification
    • Process: Pro Forma Effort Certification
    • Set Up: Effort Certification
  • Configure the
    Effort Certification
     business process and security policy in the Core Payroll functional area.
  1. Access the
    Create Effort Certification Eligibility Rule
     task.
    Create an effort certification eligibility rule that includes only employees in the
    Faculty
     pay group.
    1. Enter
      Faculty Pay Group
       in the
      Description
       field.
    2. Add a row in the
      Rule Conditions
       grid with these values:
      And/Or
      Source External Field or Condition Rule
      Relational Operator
      Comparison Type
      Comparison Value
      And
      Pay Group
      in the selection list
      Value specified in this filter
      Faculty
    3. Click
      OK
      .
  2. Access the
    Create Effort Certification Type
     task.
    Create an effort certification type that uses the
    Faculty Pay Group
     eligibility rule.
    1. Enter these values:
      Name
      Faculty Research
      Description
      Faculty Research
      Use Full Worktags
      Select.
      Group By
      Fund
      Cost Center
      Subtotal By
      Program
      Effort Certifying Text
      Effort Certification Text
      Changed Effort Survey
      Effort Change Questionnaire
      Employee Eligibility Rule
      Faculty Pay Group
    2. Click
      OK
       and
      Done
      .
  3. Access the
    Pro Forma Effort Certification
     task.
    Preview effort certification results to verify setup and prepare for payroll costing changes.
    1. Enter these values:
      Effort Certification Type
      Faculty Research
      Specify Employees
      Dr. Audrey Hodges
      Dr. Fred Hong
      Effort Certification Start Date
      01/01/2007
      Effort Certification End Date
      06/30/2007
    2. Click
      OK
      .
    3. Click
      Refresh
       until you see pro forma effort certifications for the employees.
    4. Click
      View Pro Forma Effort Certifications
       to view the pro forma effort certifications.
    5. Click
      OK
       and
      Done
      .
  4. Access the
    Run Effort Certification
     task.
    Start the effort certification process and route it to the employees and cost center managers for certification and approval.
    1. Enter these values:
      Company
      Alma Mater University (USA)
      Effort Certification Type
      Faculty Research
      Specify Employees
      Dr. Audrey Hodges
      Dr. Fred Hong
      Effort Certification Start Date
      01/01/2007
      Effort Certification End Date
      06/30/2007
    2. Click
      OK
      .
    3. Click
      Refresh
       until Workday displays 2 rows in the
      Employees Eligible
       grid, 1 for each of the employees.
You initiated the
Effort Certification for Alma Mater University (USA)
 business process for Dr. Audrey Hodges and Dr. Fred Hong. Workday routes the effort certification for review, certification, and approval according to the configuration of the
Effort Certification
 business process.