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Administrator Guide
Last Updated: 2025-02-21
Steps: Set Up Effort Certification

Steps: Set Up Effort Certification

Set up any necessary pay component groups.
Before you create and manage effort certification in Workday, you must define the:
  • Change reason codes.
  • Certifying text.
  • Eligible employee rules.
  • Effort certification types.
Depending on the requirements for effort certification in your organization, you can also configure:
  • Survey questions for the effort certification.
  • Worktags for the effort certifications.
  • The business process for reviewing effort certifications.
  • How to display the effort certification report.
  1. Access the
    Maintain Change Reason Codes for Effort Certification and Payroll Accounting Adjustment
     task.
    Define the change reason codes for employees that explain why their actual effort differs from the original allocation percentages.
    For effort certification changes that affect payroll allocations, select the
    Costed
     check box.
    Security:
    Set Up: Effort Certification
     domain in Core Payroll functional area.
  2. Access the
    Create Effort Certifying Text
     task.
    Define the attestation statement for employees to confirm when certifying their efforts.
    You can update certifying text with the
    Maintain Effort Certifying Text
     task.
    Security:
    Set Up: Effort Certification
     domain in Core Payroll functional area.
  3. Access the
    Create Effort Certification Eligibility Rule
     task.
    Select which employees must certify their work effort.
    Security:
    Set Up: Effort Certification
     domain in Core Payroll functional area.
  4. (Optional) Access the
    Create Effort Certification Survey
     task.
    Create the questionnaires that employees fill out when they change an effort certification report. You can use this information for auditing purposes.
    Security:
    Set Up: Effort Certification
     domain in Core Payroll functional area.
  5. Create the types of effort certifications to generate, based on eligible workers, routing information, pay component, and display format of the effort certification report.
  6. To create payroll accounting adjustments from effort certification changes, edit the worktag usage for
    Effort Certification Dimension
    . Include the worktag types you use in the payroll costing allocation.
  8. (Optional) Configure the
    Aggregate
     tab on the composite view of the effort certification or pro forma report to display a Workday-delivered aggregate report or a custom report.
    In the
    Configure Profile Group
     task, select:
    • Aggregate for Effort Certification Composite View Profile
      , for the composite view of the effort certification report.
    • Aggregate for Pro Forma Effort Certification Composite View Profile
      , for the composite view of the pro forma effort certification report.
    • Aggregate for Effort Certification Composite View Profile - Recertify
      , for the composite view of the pro forma effort certification report when you recertify an effort.
    Select the
    Display in Profile
     check box, and add a line for
    Allowed Reports
     or
    Allowed Custom Reports
    . For custom reports, select one that you created with either the
    Effort Certification Lines
     or
    Pro Forma Effort Certification Lines
     report data source, depending on the composite view.
  9. (Optional) Configure profiles to display, hide, or reorder any tab in the effort certification work area, or in the effort certification and pro forma composite views.
    To display or hide the
    Aggregate
     tab in the effort certification and pro forma composite views, access the
    Configure Profile
     task, and select:
    Profile
    Section Configuration
    Effort Certification Composite View Profile
    Aggregate for Effort Certification Composite View Profile
    Pro Forma Effort Certification Composite View Profile
    Aggregate for Pro Forma Effort Certification Composite View Profile
    Pro Forma Effort Certification Composite View Profile - Recertify
    Aggregate for Pro Forma Effort Certification Composite View Profile - Recertify
  10. (Optional) Configure payroll costing allocations with salary over the cap suballocations, and set up the effort certification type for certifying and reporting on salary over the cap efforts.
Create effort certification to route the effort certification report for review and approval.