Steps: Set Up Period Activity Pay

Create academic periods using the

Maintain Academic Periods

task.

Set up period activity pay so you can pay your employees for activities they perform during a fixed period.

If the pay group detail is locked, then the period activity payments may be delayed until the next payroll cycle.

Access the

Edit Tenant Setup - HCM

task.

In the

Educational Institutions

section, select the

Enable Period Activity Pay

check box.

(Optional) In the

Compensation

section, select the

Route Business Processes Based on Costing Overrides

check box. If you add worktags on period activity pay assignments and set up the Period Activity Pay
business process correctly, Workday routes business process steps to the managers associated with the worktags.

You can't disable this option after you select it and click

See Reference: Edit Tenant Setup - HCM.

Access the

Maintain Compensation Elements

task.

Select the

Period Activity Pay Enabled

option on compensation elements you want to enable for period activity pay.

Set up cost centers to enable costing overrides:

Access the

Maintain Worktag Usage

task, select

Period Activity Pay Costing Allocation

, and add

Cost Center

to the

Primary Worktag Types

Security: Set Up: Enable Worktags
domain in the Common Financial Management and Worktags functional areas.

Access the

Maintain Organization Types

task, select

Costing

Cost Center

, and select

Yes

for

Available for Payroll Costing Allocation

Security: Set Up: Organization
domain in the Organization and Roles functional area.

(Optional) Access the

Maintain Custom Validations

report to configure custom validations for period activity pay.

Custom validations enable you to warn or prevent users from submitting period activity events with invalid data combinations.

We recommend not making configuration changes to custom validations while the Period Activity Pay
business process is in progress. Any custom validations you create affect in-progress period activity processes.

(Optional) Access the

Configure Optional Fields

task.

Select the Period Activity Pay
functional area set the

Assignment - Customize Payments

field as Not Enterable for All
or Security Group
.

Access the

Maintain Period Activity Categories

task.

Define the classifications of the activities. Example: degree program, credit course, or noninstructional.

Security: Set Up: Period Activity
domain in the Academic Faculty functional area.

Access the

Create Period Activity Unit

task.

Define the unit types. Examples: Hours, students, or course credits.

Security: Set Up: Period Activity
domain in the Academic Faculty functional area.

Access the

Create Period Activity

task.

Define the activity to assign to employees. Examples: Contact hours, lecturing, grading, running labs, or course development.

For reporting purposes, you can select the

Instructional Activity

check box to identify period activities that are instructional activities.

Security: Set Up: Period Activity
domain in the Academic Faculty functional area.

(Optional) Access the

Create Period Activity Task

task.

Use period activity tasks to provide a greater level of detail for an activity assignment. Example: Create a task named History 101 associated with the Lecturing activity. When you assign the Lecturing activity to the employee, you can include the History 101 task.

Security: Set Up: Period Activity
domain in the Academic Faculty functional area.

Create Period Activity Rate Matrix.

Access the

Maintain Event Categories and Reasons

task.

Create categories and reasons for the Period Activity
event.

Security: Set Up: Staffing
domain in the Staffing functional area.

Edit Domain Security Policies.

Configure these domains in the Academic Faculty functional area:

Self-Service: Period Activity Pay

Worker Data: Period Activity Pay

Edit Business Process Security Policies.

Configure initiating actions on these business process security policies in the Academic Faculty functional area:

Period Activity Pay

Period Activity Eligibility

Create Custom Business Processes.

Configure these business processes in the Academic Faculty functional area:

Period Activity Pay

Period Activity Eligibility

(Optional) Configure Generated Documents.

Configure the Generate Document
step as a subprocess on the Period Activity Pay
business process to create, edit, and print documents in an event.

Workday recommends that you add the Review Documents
step on the Period Activity Pay
business process, after the Generate Documents
step. The Generate Documents
step inherits security from the Period Activity Pay
business process security policy.

(Optional) Add Worklets to Business Processes.

Embed worklets on any step of the Period Activity Pay
business process to display information from your custom reports to help users complete the step.

(Optional) Edit Business Processes.

Add the Add Activity Pay
subprocess to the Hire
and the Add Additional Job
business processes.

Add the End Activity Pay
subprocess to the Terminate
and the End Additional Job
business processes. The End Activity Pay
step requires you to pay in full or forfeit any remaining pay balance for each activity assignment as of the

Pay Through Date

If you don't end period activity payments at termination, the assignee could have unprocessed payments.

(Optional) Access the

Create Payroll Commitment Rule

task.

Use Workday Payroll to obligate the budget for workers who have period activity pay assignments.

Select the activity pay earning from the

Earning

field. Workday automatically populates the

Compensation Elements for Earning

field with the Activity Pay
task.

Access the