Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Define Payment Election Options

Define Payment Election Options

  • Set up payment elections.
  • Security:
    • Manage: Payment Election
       domain in the Expenses functional area.
    • Worker Data: Payroll (Payment Elections)
       domain in the Core Payroll functional area.
    • Worker Data: Payroll Interface (Payment Elections)
       domain in the Payroll Interface functional area.
You can define payment election options for a person to:
  • Set the default country.
  • Set the default currency.
  • Split up payment among multiple countries and currencies.
For default country and currency, Workday uses the first available values from this list:
  1. Payment election options currently defined for the person. Example: The payroll administrator sets up the worker's payment election options with Canada as their country and CAD as their currency.
  2. Existing payment elections. Example: The worker has payment elections set by default with Canada as their country and CAD as their currency. When the worker relocates to another country, Workday continues to use these previously completed elections. You can select a new default country and currency for this worker.
  3. Defaults defined for the primary location of the company.
  4. Defaults defined for the location of the person's processing position.
  5. Defaults defined for the location of the person's primary position.
  6. Tenant defaults.
  1. Access the
    Maintain Payment Election Options
    task.
  2. As you complete the task, consider:
    Option Description
    Allowed Country
    Set up 1 or more allowed countries for the selected pay type. Example: The worker routinely splits time between company headquarters in Canada and a branch office in USA. Canada is the default country for the worker. You can set up the
    Regular Pay Type
     and enable both
    Canada
     and
    USA
     as allowed countries.
    Allowed Currency
    Set up another currency for the selected pay type. Example: The worker is on temporary assignment in Japan, and wants expenses reimbursed by check with Japanese Yen. You can set up the:
    • Expenses Pay Type
       with the
      Allowed Country
       set to
      Japan
      .
    • Allowed Currency
       set to
      JPY
      .
    • Allowed Payment Types for Country / Currency
       set to
      Check
      .
    Allowed Payment Types for Country/Currency
    Select the payment type for which you want to allow a country or currency other than the default that would otherwise apply to this person.
    Country
    (Optional) Set a different default country for this person than the currently assigned default. Example: The worker's company is in Canada, but the worker's primary workplace is in France, so you can set the country to
    France
    .
    Currency
    (Optional) Set a different default currency for the person than the currently assigned default. Example: The worker's company is in Canada, but the worker's home and bank accounts are in the United States, so you can set the currency to
    USD
    .
    Pay Type
    Select the pay type that you want to split, or requires an additional country or currency override.
You can set up payment elections based on the options you configured.
The payroll administrator can set up a new default country and currency for a worker who transferred to another country. To cover the transition period when the worker's payments split between 2 countries, you can:
  • Set up 1 or more pay types in the grid.
  • Enable the old countries and currencies.
  • Enable the new countries and currencies.