Steps: Use Position Control

Set up position control.

Use and maintain position control in Workday.

At the start of the fiscal year:

Create position budgets.

See Steps: Set Up Position Budgets.

(Optional) Define position budget checking.

See Steps: Check Position Budgets.

Create Initial Payroll Commitments.

Use ad hoc reports to view commitment and obligations once initial calculations have been made.

See Reference: Payroll Commitment Reports.

Review Budgetary Balances for Position Budgets.

Perform detailed budgetary balance reporting to compare your commitment accounting and position budgets against your actuals.

Throughout the fiscal year:

Calculate real-time payroll commitment adjustments and perform budget checking as needed.

You can adjust payroll commitments (and optionally check position budgets) as part of various position-related business processes. For a complete list, access the

Business Process Configuration Options

report for the Check Budget (Staffing)
business process, and review the

Allowed Subprocess For

column.

See Automate Payroll Commitment Adjustments and Review Position Budget Check Results.

Adjust Payroll Commitments Ad Hoc.

Create, calculate, and review bulk payroll commitment adjustments. This task doesn't perform budget checks.

Review fringe benefit actuals. Fringe benefit actuals are calculated automatically when you run each regular on-cycle and off-cycle pay calculation, or use the stand-alone

Run Payroll Fringe Benefits Accounting

task.

See Concept: Fringe Benefit Actuals.

View payroll liquidations. Run regular on-cycle and off-cycle payroll calculations, or use the stand-alone

Run Payroll Commitments Liquidation

task.

See Concept: Payroll and Fringe Benefit Liquidations.

View initial payroll commitment, payroll commitment adjustment, and payroll commitment liquidation accounting.

See Reference: Payroll Commitment Reports.

Review Budgetary Balances for Position Budgets.

View commitment accounting balance reports. You can filter these reports to view the budgetary balances for companies or cost centers.

Reconcile Ledger Commitment Balances to Payroll Commitments.

Concept: Position Control

Steps: Set Up Position Control

Reference: Position Control Terminology