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Administrator Guide
Last Updated: 2026-04-03
Create Effort Certification Types

Create Effort Certification Types

  • Create the effort certifying text.
  • Create the employee eligibility rules for effort certification.
  • Create the pay component group that reflects the institutional base salary for the basis of effort certification.
  • Security:
    Set Up: Effort Certification
     domain in the Core Payroll functional area.
You can create effort certification types to identify the payroll effort expenditures that fall within the scope of a funding agreement. An effort certification type determines:
  • The eligible worker population for an effort certification.
  • How Workday routes the
    Effort Certification
     business process for administrative reviews.
  • The texts that you see when you certify or change an effort.
  • How Workday displays the effort certification report.
  1. Access the
    Create Effort Certification Type
     task.
  2. As you complete the task, consider:
    Option Description
    Use Full Worktags
    Select to:
    • Display the payroll worktags for each effort line on the effort certification report.
    • Persist the payroll worktags for an effort on the effort certification.
    • Initiate payroll accounting adjustments when worktags for payroll costing allocation change in the effort certification.
    Worktags include:
    • Earnings.
    • Position.
    • All organization types for payroll costing allocations.
    • Salary over the cap.
    When you don't select this check box, only the worktag types you select in the
    Group By
     field persist on the effort certification. When you make changes to an effort certification, you can change only the worktags that persist on the effort certification.
    You can't change this setting when the effort certification type is in use by 1 or more noncanceled effort certifications.
    Group By
    Select worktags that you want to group the effort certification report by.
    Workday recommends grouping by fund and grant.
    You can't change this setting when the effort certification type is in use by 1 or more noncanceled effort certifications.
    Subtotal By Hierarchy
    Select to display the
    Hierarchy
     prompt. Workday organizes the report information based on the specified hierarchy.
    Display Compensation Amounts
    Select to display the effort amounts as well as percentages in the effort certification report.
    Display Intercompany Accounting
    Displays when you enable intercompany accounting on the payroll tenant setup.
    Enables you to view the costing company on a worker's effort certification.
    Pay Component Group
    Select a pay component group of the compensation that you want to certify efforts for. When you don't select a pay component group, Workday certifies the efforts for the compensations in all pay component groups.
    Routing and Access Only for Grant Lines
    Route the
    Effort Certification
     business process to organizations on the effort lines that contain grant worktags. Only users with roles in these organizations can do the administrative reviews and approvals of the effort certification.
    When you don't select this check box, the
    Effort Certification
     business process routes to organizations on all the effort lines.
    You can't use this check box to hide worktags in the effort certification lines from reviewers.
    Routing by Worker Organization Assignments
    Route the
    Effort Certification
     business process to organizations in the worker primary job assignment. Only users with roles in these organizations can do the administrative reviews and approvals of the effort certification.
    When you select this option, Workday determines the worker organization assignments as of the date when you run the effort certification, or the last date of employment for terminated workers.
    When you don't select this option, Workday determines the cost center manager approval routing by the cost centers associated with the effort lines during the effort period.
    If you select both
    Routing by Worker Organization Assignments
     and
    Routing and Access Only for Grant Lines
    , Workday:
    • First routes to the worker organization assignments.
    • Routes to the organizations on the effort lines that contain grants worktags only when the worker has no organization assignments.
    You can't change this setting when the effort certification type is in use by 1 or more noncanceled effort certifications.
    Employee Eligibility Rule
    Select the condition rule that contains the employee population for whom you want to certify efforts.
    Payroll Actual Costed To
    When you want to certify only efforts with specific payroll worktags during the effort period, add rows to specify the exact worktag types and values.
    The
    Type
     that you can select from depends on your setting for the
    Use Full Worktags
     check box:
    • If you use full worktags, you can select from all the payroll worktag types.
    • If you don't use full worktags, you can select only from the worktag types you specify in the
      Group By
       field.
    Example: You add 2 rows with these values:
    • Type:
      Grant
      , Value:
      Grant 123
    • Type:
      Fund
      , Value:
      Fund ABC
    When you run effort certification from
    Jan 1, 2020
     to
    Jun 30, 2020
    , Workday certifies only the workers whose payrolls from January to June, 2020 contain both the
    Grant 123
     and the
    Fund ABC
     worktags. The certification won't include workers whose payrolls contain the same worktags outside the effort period.
Create the effort certification or pro forma effort certification.