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Administrator Guide
Last Updated: 2023-06-23
FAQ: Earnings and Deductions

FAQ: Earnings and Deductions

Do I need to create a separate set of earnings and deductions for each benefit plan?
No. Minimize the time that you spend setting up and maintaining your benefit calculations by creating a few practical earnings and deductions. Example: If employees can select only 1 plan within a coverage type, you can define 1 set of earnings and deductions that calculates costs across all plans within that type.
How can I set up an earning to process for a worker even when the worker isn't eligible?
Set up the earning to accept payroll input by adding 1 of these eligibility rules to the
Worker Eligibility
 field in the
Criteria
 section of the
Effective Dated
 tab on the
Create Earning
 task:
  • Payroll Input Exists for Pay Component
  • Payroll Input (Onetime) Exists for Pay Component
  • Payroll Input (Onetime or Ongoing) Exists for Pay Component (Sub Period)
  • Payroll Input (Period Specific) Exists for Pay Component
  • Payroll Input (Onetime) Exists for Pay Component (Sub Period)
  • Payroll Input (Ongoing) Exists for Pay Component
Add the eligibility rule as a separate row from the other worker eligibility criteria so that it's an OR condition. You can then use
Add Payroll Input by Worker
 to process the earning regardless of whether the payee meets eligibility criteria.
How can I create an earning that doesn't affect net pay or taxes?
A memo earning is an earning created solely for reporting purposes that doesn't affect net pay or employee and employer taxes.
To create a memo earning, create an earning as you normally would but, in the
Groups
 field of the
Non-Effective Dated
tab, don't add the pay component group:
  • Adds to Gross
     (CAN, USA)
  • AUS Adds to Gross [AUS]
  • FRA Adds to Gross [FRA]
  • GBR Adds to Gross [GBR]
Add the earning to
Additional Pay Components to Calculate
 on the
Edit Run Category
 task.
For Payroll for France, if you need to include the earning in a pay component group that impacts the net pay or taxes, Workday recommends that you define the earning calculation as zero, and stock the reporting calculations in the pay component related calculations.
How can we remedy a situation where our QC-PIT results in Workday don't match the expected result in our legacy application? (CAN)
Configure the RRSP deduction with the pay component group:
Other Quebec Deductions (F2) [CAN]
.
Workday uses this pay component group to calculate the Health Tax Contribution for Quebec workers. Without it, the tax calculates at a higher amount when a worker has a pension amount that reduces their pre-tax income.
How can I view all related calculations?
You can access the
View Related Calculation (Workday Owned)
 report to view a list of all the related calculations that Workday provides.
You might find these other standard payroll reports useful:
  • All Pay Component Related Calculations
  • All Related Calculations
  • View Related Calculation
To view other payroll reports, access the
Workday Standard Reports
 report and select
Set Up Payroll
.
How does Workday Payroll know when to take a Workday Benefits benefit plan deduction?
By default, Workday takes a deduction if the pay period end date is on or after the deduction begin date. When you map benefit plans to deductions using 1 of these tasks, use the
Coverage/Cost As Of Payment Date
 check box on the
Non-Effective Dated
 tab to control when to apply coverage and rates for a benefit:
  • Create Deduction
  • Create Earning
  • Edit Deduction
  • Edit Earning
If you select the check box, Workday takes the deduction when the payment date is on or after the deduction begin date.
Example: For weekly or bi-weekly pay periods that cross benefit plan years at the end of the year, use the check box to determine whether you use rates from 1 benefit year or the next. In this way, you can prevent issues caused by using deduction rates from the wrong year.
The check box applies to the deduction all year round. Don't select or clear the setting just to affect a cross-year result.
Because there's no effective date, if the deduction is configured to recalculate in retro, changing the setting part way through a year can adversely affect your retro calculations.