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Administrator Guide
Last Updated: 2024-03-22
Reference: Tenant Configuration Guidelines for Payroll Journals

Reference: Tenant Configuration Guidelines for Payroll Journals

This table includes tenant configuration guidelines that Workday recommends for processing payroll journals.
Issue
Causes
Configuration Guidelines
Missing worktags on payroll summary journals when you’ve enabled payroll journal summarization.
When you enabled summarization for payroll journals, you didn't configure the required worktags as optional summary dimensions.
Security:
Set Up: Payroll-Company Specific (Accounting)
in the Core Payroll functional area.
  1. Access the
    Maintain Payroll Journal Options
    task.
  2. From the
    Optional Summary Dimensions
    prompt, select the worktags you want to display on summarized payroll journals.
Changes in payroll results don't display when you amend an effort certification.
You haven't enabled payroll tax authority worktags on the effort certification
If you don't enable the worktags and make changes to the Effort Certification result, Workday won't be able to identify and adjust the appropriate payroll.
Security:
Set Up: Enable Worktags
in the Common Financial Management and Worktags functional areas.
  1. Access the
    Maintain Worktag Usage
    report.
  2. In the
    Effort Certification Dimension
    category, click
    Edit Worktag Usage
    .
  3. Add these worktag types:
    1. Payroll City Authority
    2. Payroll County Authority
    3. Payroll School District Authority
    4. Payroll State Authority
Intercompany payroll results not displaying when you run intercompany payroll journals.
You haven’t configured intercompany profiles for payroll companies.
Security:
Set Up: Tenant Setup
in the System functional area.
  1. Access the
    Edit Tenant Setup - Payroll
    task.
  2. If you've enabled the
    Intercompany Payroll Accounting
    option, confirm you’ve also configured the intercompany profiles between the applicable payroll companies.
Resulting worktags on payroll account posting rules don't display on payroll summary journals.
You've not selected the necessary worktags in the
Optional Summary Dimensions
field on the
Maintain Payroll Journal Options
task.
Ensure that the Resulting Worktags that you configured for the Payroll Account Posting Rules are selected on the
Maintain Payroll Journal Options
task.
Security:
Set Up: Payroll-Company Specific (Accounting)
in the Core Payroll functional area.
  1. Access the
    Maintain Payroll Journal Options
    task.
  2. Select the
    Summarize Payroll Journals
    check box.
  3. If you've enabled the
    Summarize Payroll Journals
    option on the task, select the configured resulting worktag types from the
    Optional Summary Dimensions
    field.
Payroll run errors out due to missing company currency.
You've used the
Get Companies Without Financials Dependencies
web service to load company information for a Human Capital Management (HCM) implementation only.
The
Get Companies Without Financials Dependencies
web service allows you to load a company without a company currency.
When you later decided to implement and run Payroll, the payroll run errors out as the company is missing a currency.
For companies without a currency, enter the company currency before running payroll.
  1. To locate companies without a currency, create a custom report using the report data source (RDS) of
    Companies
    and add
    Company Currency
    as a column.
  2. Access the
    Edit Company Accounting Details
    task and in the
    Currency
    field. Add a currency for each company that is missing a currency.
  3. Run Payroll.
See Create Custom Reports.
Poor performance when creating Payroll summary journals.
You've configured too many optional summary dimensions on the
Maintain Payroll Journal Options
task.
A large number of summary dimensions can adversely affect payroll journal summarization performance.
Security:
Set Up: Payroll-Company Specific (Accounting)
in the Core Payroll functional area.
  1. Access the
    Maintain Payroll Journal Options
    task.
  2. If you've enabled the
    Summarize Payroll Journals
    option on the task, ensure that there aren’t more than 10 dimensions in the
    Optional Summary Dimensions
    field.
Effort certifications are being routed to unauthorized users for approvals.
You may have incorrectly configured your role-based security group access rights.
Ensure you have granted correct access to users based on their constrained role-based security groups.