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Administrator Guide
Last Updated: 2024-09-20
Configure the Effort Certification Business Process

Configure the Effort Certification Business Process

Security: These domains in the System functional area:
  • Business Process Administration
  • Manage: Business Process Definitions
Configure the
Effort Certification
 business process to add actions as workflow steps that help you:
  • Review the effort allocation for accuracy.
  • Certify that workers have performed the efforts as allocated.
  • Approve the effort certification for payroll costing.
  • Initiate payroll accounting adjustment as a result of effort certification changes.
There's a current Workday limitation that prevents step validation conditions from displaying on the
Effort Certification
 business process.
  1. Access the
    Effort Certification
     business process definition.
  2. Select
    Business Process
    Edit Definition
     from the related actions menu.
  3. Consider including 1 or more of these steps on the business process to certify effort certifications and adjust payroll:
    Option Description
    Administrative Review
    Specify the
    Group
     for a manager who is familiar with the effort and can review the effort allocation, such as the:
    • Effort Certification Reviewer.
    • Cost Center Manager.
    Depending on the routing option you specify in the effort certification type, these roles are either in the:
    • Worker organization assignments, or
    • Organizations that you charge the effort to on the effort line.
    Certify Effort Certification
    Specify the
    Group
     for a worker who can attest to making the effort as allocated, such as the:
    • Employee As Self.
    • Principal Investigator.
    • Manager on the last day of employment for the terminated worker.
    Approval
    Specify the
    Group
     for an administrator who can approve the effort certification for payroll costing, such as the:
    • Cost Center Manager.
    • Effort Certification Manager.
    Depending on the routing option you specify in the effort certification type, these roles are either in the:
    • Worker organization assignments, or
    • Organizations that you charge the effort to on the effort line.
    Create Payroll Accounting Adjustments for Effort Certification
    Specify the
    Group
     for a payroll administrator who can make payroll accounting adjustments.
    To route the effort certification to a payroll administrator after a costed effort certification change, add this step to the business process after the
    Complete
     step. The payroll administrator can then make the corresponding payroll accounting adjustment.
    To enable effort certification to display accurate retro accounting for payroll accounting adjustments that involve retro periods, select the
    Enable Retro Period on Payroll Accounting Adjustments
     check box on the
    Maintain Payroll Retro Accounting Options
     task.
When you generate an effort certification, the business process routes the effort certification report to roles in the security groups for review and approval.