Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Steps: Create Expense Reports for Nonworkers

Steps: Create Expense Reports for Nonworkers

  • Configure the
    Expense Report Event
     business process and security policy in the Expenses functional area.
  • Enable workers to create expense reports on behalf of nonworkers.
You can create expense reports on behalf of these nonworker types to reimburse them for incurred expenses:
  • Candidates
  • External committee members (ECMs)
  • Students
  1. Add the
    Expense Payments
     option on payment elections for nonworkers.
  2. Access the
    Create Expense Report for Non-Worker
     task.
    As you complete the task, consider:
    Option Description
    Payee Type
    Workday displays these options when you don't enable segmented security:
    • Candidate
    • External Committee Member
    • Student
    When you enable segmented security, you can select only the nonworker types for which you have access.
    Pay To
    You need the adequate security permissions to select specific nonworkers from this prompt.
    You can enter unique student IDs to ensure that you select the correct student.
    Committee
    Workday displays this prompt when you select
    External Committee Member
     as the payee type.
    When ECMs have:
    • One associated committee, Workday populates this prompt automatically.
    • Multiple committees, you can select a committee manually.
    Job Application
    Workday displays this prompt when you select
    Candidate
     as the payee type.
    When candidates have:
    • One associated job application, Workday populates this prompt and any related worktags automatically. This functionality doesn't apply to evergreen job requisitions.
    • Multiple job applications, you can select a job application manually.
    Creation Options
    Workday doesn't copy:
    • Attachments.
    • Expense itemizations.
    • Quick expenses.
    Worktags
    Use worktags as keywords to more easily classify and find transactions. Configure the allowed worktag types on the
    Maintain Worktag Usage
     task. When you select a worktag type that has related worktags, Workday automatically populates transactions with the related worktag values.
    Credit Card Transactions
    Select the reassigned expense credit card transactions that you want to include on the expense report.
Create a manual settlement run or schedule an automatic settlement run to settle expense reimbursements.