Reference: Edit Tenant Setup - Payroll

Enabled Countries

Sets the countries where you're licensed and planning to use Workday Payroll. Also determines the values available in the

Countries

field on various payroll tasks and reports.

Proposed End Date for Ending Payroll Inputs

Select the date to suggest for the Proposed End Date on the End Payroll Inputs task. When you don't select any values, Workday uses the later of the:

Pay through date.
End date of the worker's last completed pay period.

Steps: Set Up End Payroll Inputs for Terminated Workers

Payroll Web Services - Do Not Allow Add/Update for Worker as Self

Prevents workers from uploading payroll input for themselves when they run Enterprise Interface Builder (EIB) integrations using any of these web services:

Import Payroll Input.
Import Payroll Off-Cycle Payment.
Put Payroll Off-cycle Payment.
Submit Payroll Input.

Enable Continuous Payroll Calculation

Enables Workday to recalculate on-cycle payroll results automatically as pay-impacting events occur. Applies only to regular run categories.

Setup Considerations: Continuous Payroll Calculation

Pay Component Proration for Multiple Jobs

Lock Pay Groups To Block All Pay Calculations on Payroll Results

Steps: Set Up Pay Group Lock for Auditing

Maximum Months Allowed For Retro Processing

Defines the maximum number of months to consider when processing retro transactions. Enter a number between 1 and 72. Example: When set to 24, Workday processes retro transactions up to 24 months in the past.

Maximum Months Allowed For Terminated Worker Retro Processing

Defines the maximum number of months to consider when processing retro transactions for terminated workers. Enter a number between 1 and 72. Example: When set to 24, Workday processes retro transactions up to 24 months in the past.

Enable Retro Processing in Primary Pay Group

For workers with retro differences from other pay groups, brings these differences into the pay results of their primary pay group.

Concept: Retro Events from Other Pay Groups

Exclude Current Period Completed On Demand Additional Results

When you calculate retro for a completed on-demand additional payment with a supported retro event in the current period:

With the check box selected, Workday:
Doesn't evaluate the completed on-demand additional results in the current period when determining which periods to process.
Doesn’t list the supported events as unprocessed in retro reports.

With the check box deselected, Workday:
Evaluates the completed on-demand additional results in the current period.
Lists the supported events as unprocessed in retro reports.
Processes the event during pay calculation in the current period on-cycle.

Disable Automatic Retro Differences Processing for Non-Active Workers

Disables processing of pay components with retro differences for terminated workers or workers on leave in the scope of the run category.

Target Next Period When Current Period Replacement Payment is Complete

For workers with completed off-cycle replacement payments in the current period, targets retro differences in the next period.

Enable Retro Processing from Different Tax Authorities to On-Cycle Payroll

Forwards all retro differences to on-cycle payroll and calculates taxes based on your current period tax authorities. You can still forward retro differences to off-cycle payroll when you select this check box.

Enable Taxes on Retro Amounts from Prior Tax Authorities

To enable this feature, you must also select

Enable Retro Processing from Different Tax Authorities to On-Cycle Payroll

. With both features enabled, Workday forwards all retro differences to on-cycle payroll and calculates taxes for the retro pay based on the tax authorities in effect for the retro period.

Enable Negative Tax Withholding for Negative Wages on Payroll Result

Disable FLSA Period Alignment for Flat Sum Bonus Coverage Date

When you input aggregated hours and don't align the hours with an FLSA workweek, Workday automatically aligns the hours with an FLSA workweek. We provide this check box for you to select if you don't want Workday to extend the coverage dates. When disabled, Workday picks up only the hours that are entirely within a workweek and ignores partial weeks.

Concept: Overtime Payments for Flat Sum Bonuses (USA)

Disable Company Tax Relationships for FLSA and Flat Sum Bonus

Setup Considerations: FLSA Company Relationships

Disable FLSA and FSB Insights

Concept: FLSA and FSB Insights (USA)

Display National ID on Tax Elections (USA-Federal, State, Local, CAN-Federal, Province)

Enable Hours Worked for Employer SUI

Steps: Report Hours Worked for SUI

Minimum Wage Background Scheduler

When you enable the Minimum Wage Background Scheduler:

The Payroll agent only displays the estimated employer costs of changed minimum wage rates for payroll administrators to view in Workday Chat after 01:00 Pacific Standard Time (PST) the next day.
The calculations for the estimated employer costs only include impacted workers who have an hourly plan assignment that enforces minimum wage.

Set Up Minimum Wage Analysis and Notification

Enable Canadian Bonus Tax Calculation on Retro Pay Earnings

ID Definition for Withholding Orders

Associates a withholding order sequence generator for the

Withholding Order ID

field on the

Record US Withholding Order for Worker

and the

Record CAN Withholding Order for Worker

tasks.

Create ID Definitions and Sequence Generators

Allow Partial Fees

Select this check box to enable Workday to deduct partial fees when taking the entire fee would cause the deduction to exceed the maximum amount to withhold.

Disable Monthly Limit on Electronic Withholding Orders

Workday automatically calculates the withholding order monthly limit for child support orders issued by the Office of Child Support Enforcement (OCSE) and recorded using the

Process Electronic Income Withholding Order (e-IWO)

task. Workday annualizes the order amount and then de-annualizes the amount based on pay period intervals. This can result in under-withholding for workers paid weekly or biweekly.

Steps: Set Up Electronic Income Withholding Orders (USA)

Disable Payslip Printing (Business Form)

Prevents display of the

Print Payslip Image

button and PDF version of the payslip. In Workday mobile apps, prevents display of the

View PDF Statement

button when displaying the mobile payslip details.

Steps: Set Up Payslip Printing Options

Disable Payslip Viewing (Online Version)

Prevents display of the

View Payslip

button and online version of the payslip. In Workday mobile apps, the YTD Gross and YTD Net amounts don't display in mobile payslip details.

Print Payslips Using Report Designer Layout in Self Service

Enables you to select a Report Designer layout for printing payslips from employee self-service tasks. Not required for XSLT custom payslips.

Steps: Set Up Custom Report Designer Payslips

Report Designer Layout

Sets the Report Designer layout for printing payslips from employee self-service tasks. When you don't select a layout, Workday automatically sets the tenant payslip layout to

Payslip (Report Design)

.

Define Payslips

Enable for Self-Service

Enables the

Print Multiple Payslips

task for self-service, so a worker can print multiple payslips to a single PDF.

Print Multiple Payslips for a Worker

Enable for Administrator

Enables the

Print Multiple Payslips

task for administrators so you can print multiple payslips for a worker to a single PDF.

Print Multiple Payslips for a Worker

Following Pay Complete

Automatically saves absence balance values for payslips as of the end of the pay period, after

Run Pay Complete

.

Only for Workers With Check Payments or Payslip Printing Enabled

Limits the Persist Absence Data for Payslips job to workers who:

Receive their pay by check.
Typically print their payslips.
Have been terminated.

Enable Mid Period Costing

When you enable midperiod costing, Workday prorates labor costs according to the costing allocation begin and end dates using the proration rule defined on the pay component. Workday prorates costing allocation by the proration type on the pay component. Costing always prorate regardless of pay component proration.

Steps: Set Up Labor Costing

Enable Related Worktags

Enables you to configure allowed and required related worktag functionality for costing allocations.

Steps: Enable Worktags for Cost Allocations

Require Position

Makes the

Position

field required when allocating a worker's labor costs through the

Assign Costing Allocation

task or web service.

Define Cost Allocations for a Worker

Disable Date Selection for Existing Allocations

Disables the

From

and

To

date fields for the

Assign Costing Allocation

task and business process. If you disable the date selection, you can't filter through your costing allocations and it might impact your performance if you have a large number of costing allocations.

Define Cost Allocations for a Worker

Display Costing Allocation Event Number

Assigns a unique ID number to completed costing allocation events and displays this number in various reports. Retroactively assigns ID numbers to past costing allocation events with a completed status.

Steps: Set Up Labor Costing

Employer Paid Expense Default Costing - Exclude Negative Result Lines

Enables you to exclude negative earnings while calculating your employer-paid default costing. It ensures that you don't have highly inflated employer-paid expense costing distributions.

Concept: Default Allocation of Employer-Paid Expenses

Disable Forward Accrual Costing to Worker Defaults when Employer Paid Statutory Taxes Over Allocate

When forward accrual calculations include inflated employer-paid statutory taxes due to negative earnings on the payroll result and:

You select the check box, Workday costs all employer-paid statutory taxes based upon the earning proration.
You don't select the check box, Workday continues to cost all employer paid statutory taxes 100% to worker defaults.

Concept: Forward Accruals Costing for Employer-Paid Statutory Taxes

Off-Cycle - Use Payment Date as Accounting Date

Sets the payment date as the accounting date in journal lines for off-cycle payments. By default, Workday uses the period end date.

Steps: Set Up Payroll Accounting

Account Posting Rules - Use Primary Position Attributes when Evaluating

Uses the primary position attributes of a worker (Position Worker Type, Pay Rate Type, Position Time Type, Job Profile, Job Classification, Job Category, and Job Family) while evaluating these account posting rules:

Payroll Deduction
Payroll Expenses
Payroll Earnings

Intercompany Accounting - Enable

Enables you to charge payroll expenses between multiple companies within an organization.

Setup Considerations: Payroll Intercompany Accounting

Adjustments - Enable Payroll Result Type to Default to On-Cycle and Off-Cycle

Configures both on-cycle and off-cycle as the default payroll result type on the

Create Payroll Accounting Adjustments

task.

Create Payroll Accounting Adjustments

Budget Date - Use Period Schedule Payroll Payment Date

Sets the transaction budget date as the pay period payment date from the Period Schedule when processing on-cycle payments. For off-cycle on-demand payments, Workday uses the payment date related to the process. By default, Workday uses the pay period end date from the period schedule.

Steps: Set Up Payroll Accounting

Grants - Enable Alternate Costing for Begin / End Dates

Use for awards and grants that you set up in Workday Financials to indicate how to manage grants with begin or end dates within a processing pay period. When selected, Workday prorates the grant journal lines and substitutes costing to the grant with the worker's default organizational assignment. The grant worktag persists on the journal lines with the worker's default organizational assignments.

Steps: Set Up Grants

Grants - Use Position Restriction Costing Override for Begin / End Date

Use for awards and grants that you set up in Workday Financials to indicate how to manage grants with begin or end dates within a processing pay period. When selected, Workday prorates the grant journal lines and substitutes costing to the grant with the position restriction costing allocation if one exists. If none exists, Workday uses the worker's organization default assignments.

Steps: Set Up Grants

Effort Certification - Enable View Attachments

Enables you to view attachments that are added with the initial creation of the

Effort Certification

business process. After you select the check box, Workday displays the effort certification attachments while reviewing the

Create Payroll Accounting Adjustment for Effort Certification

business process from your inbox.

Setup Considerations: Payroll Accounting Adjustments

Salary Over the Cap - Enable

Enables salary over the cap feature for payroll accounting. The Salary Over Cap suballocation grid provides costing based on worker defaults. You can edit this costing as needed.

Workday Payroll only.
Workday Payroll with Grants Management.

Steps: Set Up Labor Costing

Salary Over the Cap - Allow Grant Worktag in Suballocations

Enables you to allocate the over the cap portion of a worker's salary to grant worktags other than their parent grant.

Define Salary Over the Cap Costing Allocations for a Worker (USA)

Salary Over the Cap - Use Academic Pay Annual Work Periods

Salary Over the Cap - Use Costing Overrides when Earning isn't in the Pay Component Group

Enables you to allocate earnings not configured in a Salary Over the Cap pay component group to under the cap override worktags you've configured.

Concept: Costing Allocations

Salary Over the Cap - Evaluate 0% FTE as 100%

Evaluates a worker's scheduled weekly hours of 0 or 0% FTE as 100% to include their earnings in the Salary Over the Cap calculation.

Allocate Net Pay Liability based on earning proration

Enables you to allocate net pay liability, creating journal lines that align with the distribution of earnings paid to the worker.

Allocate Net Pay Liability - Exclude Negative Result Lines

Enables you to exclude negative earnings when calculating the earnings-based proration for net pay liability allocation, preventing inflated distributions or miscalculations.

Enable Salary Over the Cap

Calculates costing and standard salary cap proration for payroll commitment transactions:

Initial Commitments
Commitment Adjustments
Liquidations

Steps: Set Up Labor Costing

Use Earning Frequency Override

Enables initial commitments and adjustments processes to respect the override frequency on an earning so they align with payroll actuals on a different scheduled pay period frequency.

Steps: Set Up Payroll Accounting

Enable Journal Details

Displays commitments in your finance journals in a detailed (nonaggregated) form so you have easier access to detailed commitments data for review and update as needed. By default, Workday displays commitments in the ledger as summarized (aggregated) yearly journal data.

Create Initial Payroll Commitments

Include Payroll Forward Accruals for Budgetary Control

Enables you to add forward accruals to your budget, to improve budget accuracy.

Configure Payroll Commitment Options

Include Fringe Basis on Fringe Benefit Expense

When calculating fringe expenses, enables you to:

Split fringe benefit journal lines by pay component.
Add the new Fringe Basis worktag on the fringe benefit journal lines.

Concept: Fringe Basis Worktag

Enable Forward Accruals for Payroll Fringe Benefit Expense

Enables you to create forward accruals and reversals for fringe benefit expense.

Steps: Create Forward Accruals for Fringe Benefit Expense

Allocate Net Pay Liability based on earning proration

Enables Net Pay Liability Allocation to create multiple actuals journal lines consistent with the distribution of the earnings paid to the worker.

Allocate Net Pay Liability - Exclude Negative Result Lines

Enables you to exclude negative earnings when calculating the earnings-based proration for Net Pay Liability Allocation, preventing inflated distributions or miscalculations.

Select Submit by default on Approve ROE task

Select this check box to select the check box to submit an approved ROE automatically.

Preserve ROE period and separation payment overrides when re-creating ROE (default option)

Select to enable the

Preserve ROE period and separation payment overrides

check box automatically on ROEs when you enter overrides for period and separation payments.

View linked or multiple ROEs for a worker in list view

Form Alignment Override Top

Sets the distance in millimeters between the top margin of the W-2 and W-2C forms and the start of the topmost quadrant boxes.

Generate and Print Year-End Tax Forms (USA)

Form Alignment Override Left

Sets the distance in millimeters between the left margin of the W-2 and W-2C forms and the start of the leftmost quadrant boxes.

Electronic Signature Text - Use Default

Set Up Year-End Tax Document Printing Options for Workers

Electronic Signature Text - Override

The message employees see when they change their year-end tax document printing election.

Output File - Maximum number of W-2s in each PDF

Each PDF that Workday creates displays the selected number of W-2s.

Displays the message provided by Workday when employees change their elections for receiving printed year-end tax documents.

Set Up Year-End Tax Document Printing Options for Workers

The message employees see when they change their year-end tax document printing election.

Disable Payroll Result Profile

View Payroll Results

Disable Pay Worklet on Mobile

Reference: Benefits and Pay Hub

Switch on Data Entry Check everywhere

2025R1 Feature Release Note: Data Entry Checking and Payroll Input

Select areas to switch on Data Entry Check