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Administrator Guide
Last Updated: 2025-01-10
Recertify Effort Certification

Recertify Effort Certification

  • Create and approve effort certification.
  • Security:
    Process: Effort Certification
     domain in the Core Payroll functional area.
When payroll changes occur after you certify the efforts of an employee or group of employees, you can recertify the same employee efforts for the new payroll. Workday compares the approved effort certification with the pro forma effort certification in recertify to find discrepancies that might require a recertification. Examples of payroll change events that might need recertification include:
  • Payroll accounting adjustments not initiated from the effort certification business process.
  • Retro pay.
Pay component groups are not date delimited. When you change the pay component group used in an effort certification type before recertifying the same efforts, the new pay component group will be used to recertify the efforts of the original pay component group. Example: When you add more earning codes (pay components) to the pay component group and run recertify, Workday includes the payroll journal lines for the additional pay components when recalculating the effort certification to be compared with the original effort certification. Workday applies the changed pay component group to both new effort certifications and effort recertifications.
To detect effort changes accurately, use the same security access as the person who initially created the effort certification.
To detect and persist payroll worktag changes such as employee name and position, secure access to the
Worker Data: Position and Employee Worktag
 domain in the Common Financial Management and Core Payroll functional areas.
You can't:
  • Rescind a recertify process once you submit it.
  • Recertify an effort certification when a payroll accounting adjustment is in progress. Complete the payroll accounting adjustment before recertifying the effort certifications with the same parameters.
  1. Access the
    Recertify Effort Certifications
     task.
  2. As you complete the section, consider:
    Option Description
    Company
    Select a company or company hierarchy that matches the company structure you use in:
    • The original effort certification.
    • Payroll accounting.
    Effort Certification Type
    Select the type that matches the original effort certification. You can find this information on the effort certification status report.
    Effort Certification Date From
    Specify a beginning date for the original effort.
    Effort Certification Date To
    Specify an end date for the original effort.
  3. View obsolete effort certifications.
    If you don't see the
    View Obsolete Effort Certifications
     button, there's no need to recertify your efforts.
  4. When you view obsolete effort certifications, the
    Recertify Effort Certifications - Work Area
     contains information on:
    Option Description
    Effort Certification
    The original effort certification report.
    You can view details of the original effort certification from the related actions menu.
    Recertify Reason Code
    The discrepancies that Workday finds between the original effort certification and the pro forma effort certification in recertify. Possible recertify reasons are:
    • Award
      : The lists of awards associated with effort certification lines are different between the certified effort and the current effort.
    • Certified Amount
      : The sums of amounts associated with effort certification lines are different between the certified effort and the current effort.
    • Certified Percent
      : The percentages associated with effort certification lines that share the same worktags, amount, and periods are different between the certified effort and the current effort.
    • Cost Share Fund
      : The sums of amounts associated with effort certification lines that share the same group of cost share fund worktags are different between the certified effort and the current effort.
    • Grant
      : The lists of grants associated with effort certification lines are different between the certified effort and the current effort.
    • Number of Lines
      : The numbers of effort certification lines are different between the certified effort and the current effort.
    • Payroll Worktags: The lists of payroll worktags associated with effort certification lines are different between the certified effort and the current effort.
    • Sponsor Fund
      : The sums of amounts associated with effort certification lines that share the same group of sponsored fund worktags are different between the certified effort and the current effort.
    Examine the details of both effort certification reports to determine whether you need to recertify an effort.
    Pro Forma Effort Certification
    A preview of the new effort certification report based on the latest payroll actuals.
    To see details of the pro forma report in recertify, click the new tab link beside the report.
    The
    Matches Certified Effort
     column in the
    Details
     tab helps you identify which effort lines don't match the certified lines. Consider recertifying only the effort lines marked as questionable in this column.
Workday:
  • Cancels the obsolete effort certifications.
  • Creates new effort certifications to replace the obsolete ones.
  • Initiates the
    Effort Certification
     business process to route the new effort certifications for review and approval.
  • Establishes a link between the original and new effort certifications.
When you access the
Effort Certification Status Report
, you can see both the canceled and new effort certifications.
Review and approve the new effort certifications.