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Administrator Guide
Last Updated: 2024-12-13
Create Related Calculations

Create Related Calculations

  • Access the
    All Related Calculations
     report to determine whether Workday delivers the related calculation you need.
  • Security:
    • Set Up: Calculations - Generic
       domain in the Core Payroll functional area.
    • Set Up: Time Off (Calculations - Generic)
       domain in the Time Off and Leave functional area.
Related calculations help define how Workday calculates the value of an earning or deduction. They pull in values that your company commonly uses for more complex calculations. You can use Workday-owned related calculations, such as
Rate
 and
Amount
, or you can create your own.
When you associate a related calculation with an earning or deduction, Workday creates a pay component related calculation. You can use the same related calculation in multiple earnings and deductions.
You can also assign non-numeric data types to your related calculations, including text, date, and boolean.
  1. Access the
    Create Related Calculation
     task.
  2. Enter values in these fields:
    • Name
    • Code
    • Category
    • Comment
      , if applicable
  3. (Optional) If you want to incorporate non-numeric data in your related calculation, use the
    Input Value Type
     tab to assign 1 of the following input value types to your related calculation:
    • Boolean
    • Date
    • Numeric
    • Text
    This determines the type of related calculation you can enter through payroll input. When creating or editing a related calculation, you can enter a default value on the
    Value
     tab that is the same data type as the input value type. Note that if you select
    Text
     as your input value type, you must also add an input value lookup table.
  4. As you complete the
    Value
     tab, consider:
    Option Description
    Currency Related
    Enables currency conversion for payroll input that uses this related calculation. If you enter payroll input in a currency other than the pay group currency, Workday converts the value to the pay group currency.
    Prorate Using Days Worked
    Prorate Using Calendar Days
    None of the above
    Specify how to prorate the value of a pay component related calculation that uses this related calculation.
    Ensure that the proration method is consistent with the proration method for the pay component.
    For related calculations on earnings and deductions with
    Prorate Using Annual Working Days
     selected, select either:
    • Prorate Using Days Worked
    • Prorate Using Calendar Days
    For Payroll for Australia, if you select
    None of the above
    , proration can be set up when you map calculations to pay components, based on the individual calculations.
  5. On the
    Retro Adjustment Type
     tab, select
    Bring Forward Difference
     to forward any differences found during a retro calculation to the current period. This doesn't apply to rates.
    When you leave the
    Bring Forward Difference
     check box clear, Workday pulls the full amount of the related calculation for the worker into the current period. Example: The full amount of base pay or time off hours.
  6. For the Payroll for the U.S., on the
    Multiple Work Jurisdictions
     tab, select
    Do Not Apply Percentage Splits
     to prevent Workday from splitting the calculation for multiple work jurisdictions. When left clear, Workday splits the related calculation according to the percentages defined in the
    Tax Allocations
     tab on the
    Add Worker US Tax Elections
     task.
    Applies when you use the related calculation to define:
    • A taxable earning.
    • An imputed earning.
    • A pretax deduction.
    When you select
    Do No Apply Percentage Splits
    , Workday applies the setting by default to all pay component related calculations that use the related calculation. You can override this setting for a specific pay component related calculation, in the
    Related Calculations
     section on the
    Create Earning
     or
    Create Deduction
     task.
    A
    Do Not Apply Percentage Splits
     check box is also available for pay components. Consider when to split the entire pay component versus the pay component related calculation.
  7. (Optional) Select the
    Hide on Retro Results?
     setting if you do not want the pay component related calculation to display on retro results.
Add the related calculation to the definition of a pay component.