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Administrator Guide
Last Updated: 2023-06-23
Create Pro Forma Effort Certification

Create Pro Forma Effort Certification

  • Set up the effort certification type.
  • Generate payroll accounting actuals or obligations for the worker in the effort period.
  • Security:
    Process: Pro Forma Effort Certification
     domain in the Core Payroll functional area.
You can create a pro forma effort certification report based on payroll accounting actuals or obligations to:
  • Estimate the salaries and wages that payroll accounting attributes to sponsored projects before you run effort certification.
  • Identify any requirements for accounting adjustments.
  1. Access the
    Pro Forma Effort Certification
     task.
  2. As you complete this task, consider:
    Option Description
    Costed Organizations
    Select the organizations that you charge for the effort.
    When you select organizations from different organization types, Workday considers the organizations that satisfy all your selections.
    Worker Organization Assignments
    Select the organization assignments for the worker's primary position.
    When you select
    Costed Organizations
     and
    Worker Organization Assignments
     values, Workday generates the pro forma report for both:
    • Efforts you charge to the costed organizations.
    • Workers whose primary positions are in these organizations.
    Use Effort Certification Type's Population
    When you select this option, Workday applies your selection in preceding sections to determine the eligible employees for the effort certification.
    When you select this option but don't select an organization, Workday creates the pro forma report for all eligible employees in the effort certification type.
    Specify Employees
    When you specify an employee, Workday ignores the organization criteria.
    Effort Certification End Date
    You can specify a maximum range of 1 year.
    Include Payroll Obligations
    Select this check box when you want to generate a pro forma effort certification that includes obligated payroll accounts.
  • Adjust payroll based on the pro forma reports.
  • Initiate the effort certification process.