Concept: Effort Certification for Payroll

U.S. government sponsors require effort certification to validate reimbursement for payroll expenditures that fall within the scope of their funding agreement.

You can create effort certification for a specific worker or a population of workers for a given period. Workers, or authorized individuals, must approve the costing or change the percentages of their time distribution to represent actual time worked. After you certify an effort, you can use the effort certification report to justify a worker's payroll allocations.

To run effort certification, you must have posted payroll journal lines.

Business Process

When you initiate an effort certification run, Workday routes the effort certification through the Effort Certification
business process for review and approval. If you want a manager in the worker's organization assignment to review the effort certification, specify this routing option in the effort certification type you use. Workday recommends that you configure this business process according to your effort certification requirements.

Effort Certification for Payroll Accounting Adjustments with Retro Periods

Selecting the

Enable Retro Period on Payroll Accounting Adjustments

check box in the

Maintain Payroll Retro Accounting Options

task before creating payroll adjustments enables effort certification to display accurate retro accounting for payroll accounting adjustments that involve retro periods.

When you make a change to an effort from the effort certification review process, and the change initiates a payroll accounting adjustment on a retro period pay, Workday:

Considers the retro period on the effort certification lines and accurately displays only the retro period pay that you adjusted through the effort change on the payroll accounting adjustment.

Associates the retro payroll adjustment periods with the effort periods in the payroll accounting lines and effort certification report.

Payroll Accounting Adjustment from Costed Effort Certification Changes

When workers or reviewers change effort allocations that affect costing, a payroll administrator must perform an accounting adjustment. You can configure Workday to initiate this process automatically at the end of the Effort Certification
business process when you:

Use full worktags in the effort certification type.

Configure the worktag usage for effort certification to include all worktag types used in your payroll.

Define the effort certification changes that affect costing.

Add a step to the Effort Certification
business process to create payroll accounting adjustment after effort certification completes.

When the Effort Certification
business process generates a payroll accounting adjustment (PAA), the calculation:

Includes earnings components only.

Doesn't include employer costs or deductions. To adjust these costs, you must manually add the pay components to the PAA.

Pro Forma Effort Certification Report

A pro forma effort certification report offers you a preview of your effort certification results based on payroll accounting actuals or obligations. You can use it to plan for payroll costing or accounting adjustments before running the effort certification.

Recertify Obsolete Effort Certifications

Some payroll accounting changes can cause effort certifications to be obsolete. Workday enables you to recertify effort certifications that might be obsolete as a result of changes in:

Award

Certified amount

Certified percentage

Cost share fund

Grant

Number of lines

Payroll worktags