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Administrator Guide
Last Updated: 2023-10-20
Concept: Worktags for Payroll Calculations

Concept: Worktags for Payroll Calculations

Use worktags to tag pay components with supplemental information, such as company, position, location, or loan number. You can reference them later to:
  • Guide the calculation of pay components.
  • Associate pay component values for aggregation or accounting.
  • Limit values displayed for accumulation.
  • Limit values displayed for reporting, such as on the
    Payroll Register by Period
     report.
Example: Create a worktag for workers with multiple loans to keep track of the initial loan disbursement and subsequent repayments for each loan.
A worktag has 2 parts:
  • Type (sometimes called a
    dimension
    ), such as
    Loans
    .
  • Valid values, such as
    Loan1
     and
    Loan2
    .
Example: If an earning has a worktag type, such as
Loans
, you must enter a valid value, such as
Loan1
, in payroll input to complete the set up. If you don't, Workday displays an error message and stops you from proceeding.
Workday offers:
  • Workday-owned worktags, such as the
    Location
     worktag type with valid values such as
    London
    ,
    Montreal
    ,
    New York
    , and
    Paris
    .
  • Custom worktags that you can create, such as a
    Loans
     worktag type with valid values such as
    Loan1
    ,
    Loan2
    , and
    Loan3
    .
The same payroll worktag can fill either or both of these purposes:
  • As a calculation worktag, it causes earnings and deductions to resolve multiple times, based on different valid values for a worker. You can use worktags in payroll input to initiate multiple iterations. Example: A worker has 3 loans,
    Loan1
    ,
    Loan2
    , and
    Loan3
     on separate rows of payroll input. The loan disbursement earning and the repayment deduction each run 3 times: once for each loan. Running fewer pay components enables Workday to run more efficiently.
  • As a filter worktag, it tracks and retrieves values from earnings and deductions to associated accumulations and balances based on matching valid values. Example:
    Loan1
     limits an accumulation and balance to retrieve only
    Loan1
     values from an earning or deduction so that the accumulation and balance of
    Loan1
     are distinct from other loans.
Worktags are available in several places throughout Workday:
Location
Field
Description
Add Payroll Input by Worker
 task
Run History Payment for Worker
 task
Run On Demand Payment for Worker
 task
Run Manual Payment for Worker
 task
Batch payroll input
Batch off-cycle input
Payroll Worktags
 for payroll input, batch payroll input, and history.
Worktags
 for on-demand and manual payments.
On a separate row for each worktag type, enter a worktag valid value and amount. Each valid value and amount combination generates a separate payroll result line for the pay component.
Example: To initiate 2 payments from the loan earning and to associate the 2 loans with their repayment deductions:
  • Enter the valid value
    Loan1
     and an
    Amount
     of 2000 on 1 row.
  • Enter
    Loan2
     and an
    Amount
     of 500 on a separate row.
For the repayment deduction, enter the repayment amounts on separate rows:
  • Enter
    Loan1
     and an
    Amount
     of 50 on 1 row.
  • Enter
    Loan2
     and an
    Amount
     of 12.50 on a separate row.
The pay component resolves for each row of payroll input.
Create Earning
Create Deduction
Calculation Worktag
If you want the pay component to resolve independently for each worktag, enter a worktag type in this field. Workday performs the calculation for each valid value from payroll input for the worker.
Example:
Enter a
Loan
 worktag type on the loan payment earning, and enter 2000 in the
Calculation
 field.
Enter a
Loan
 worktag type on the repayment deduction, and enter 50 in the
Calculation
 field.
Create a limit up to the original loan balance.
Create Pay Accumulation
Create Pay Balance
Filter Worktags
Enter 1 or more worktag types that Workday uses to track associated values.
The accumulations or balances are for the current context of the worktag.
Example: Enter a
Loan
 worktag type for a worker with multiple loans. The YTD balance tracks data for
Loan1
 and
Loan2
 separately.