Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-08-22
Steps: Enable Worktags for Cost Allocations

Steps: Enable Worktags for Cost Allocations

Security:
  • Set Up: Enable Worktags
     domain in the Worktags functional area.
  • Set Up: Organization
     domain in the Organizations and Roles functional area.
You can make these worktags available for use in costing allocations:
  • Business units.
  • Cost centers.
  • Custom organizations (when they don't have other organizations as members).
  • Funds.
  • Grants.
  • Locations.
  • Programs.
  • Gifts.
  • Projects.
  • Regions.
Regardless of whether you've enabled them, you can always select the worktags when entering payroll input, or running off-cycle payments.
  1. You can select the organization type to edit, or create up to 10 custom organization types for payroll costing. Select
    Use as Financial Worktag
     to configure payroll costing worktags.
  2. Access the
    Maintain Payroll Accounting Options
     task.
    On the
    Costing
     tab, select the
    Enable Related Worktags
     check box to configure allowed and required related worktag functionality for costing allocations.
    Security:
    Domain NameSet Up: Payroll (Calculations - Payroll Specific)
     domain in the Core Payroll functional area.
  3. You can add or update the
    Payroll Costing Allocation
     transaction worktags that you want to enable as primary or additional worktags. When you configure the worktag as a balancing worktag, you must set them up as required for payroll costing allocation.
    For Payroll for Canada and the U.S., making the Location worktag available has no effect on taxation. Local, state, and provincial taxes are based on a worker's location or position location, not on the location specified in costing allocations.
  4. You can configure how to use related worktags on the
    Assign Costing Allocation
     task.
    The
    Assign Costing Allocation
     web service processes worktags in the order that you define in the
    Maintain Worktag Type Precedences
     task. The
    Assign Costing Allocation
     task doesn’t.
  5. You can configure account posting rules to assign ledger accounts to operational journal lines for your company.
The assign costing allocation
Primary Worktag Types
 display in separate columns on these business processes:
  • Add Job.
  • Change Job.
  • Create Position.
  • Edit Position.
  • Hire Employee.
  • Request Leave of Absence.
  • Start International Assignment.
  • Terminate Employee.
All other payroll costing allocation subprocess display
Primary Worktag Types
 and
Additional Worktag Types
 alphabetically in 1 column.