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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Check and Advice Print Layouts Using Report Designer

Steps: Create Check and Advice Print Layouts Using Report Designer

If you're creating a custom layout, download and install Workday Studio, including Report Designer, from Workday Community.
With Workday Report Designer, you can create check print layouts to customize the default configuration of checks and advices. Examples of types of printouts include financial checks, payroll checks, and payslips.
  1. For your U.S. and Canada payroll checks that use the
    Payroll Checks (Report Design)
     layout, you can select, position, and format your fields.
  2. (Optional) Download the Report Designer payroll check layout that you want to customize.
  3. For other custom checks, create a custom report design file in Workday Studio that defines the layout of fields, a company logo, and signature on checks and advices.
  4. (Optional) Access the
    Copy Standard Report to Custom Report
     task.
    Copy and modify an existing report to use with check print layouts:
    • Payments to Print - Report Design
       for financial checks.
    • Payroll Payments to Print - Report Design
       for payroll checks or advices (U.S., UK, Canada).
    • Payslip to Print - FRA
       for payroll checks or advices (France).
    Security:
    Custom Report Creation
     in the System functional area.
  5. (Optional) Create a business form layout to associate a custom report design file with a custom report.
    Security:
    Custom Report Creation
     domain in the System functional area.
  6. Create a check print layout for your printed checks and advices.
Workday maps the data elements from the custom report to your report design file or report design configuration, which formats the printable PDF layouts.
You can review the details for the new check print layout using the
View Check Print Layout with Report Design
 report.
You can now associate the check print layout with specific bank accounts.
To test your printouts, you can print sample checks or advices on your own paper and printers to verify. For custom layouts, you can:
  • Make adjustments to the alignment or layout of the data elements.
  • Edit the report design file in Workday Studio.
  • Reassociate it with your custom report and complete the remaining steps.
For delivered layouts, you can use the
Edit Report Design Configuration
 task to edit the field placements on your payroll checks.