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Administrator Guide
Last Updated: 2025-12-12
Example: Using Costing Company Override Rules

Example: Using Costing Company Override Rules

  • Configure any worktag types under the
    Payroll Costing Allocation
     section of the
    Maintain Worktag Usage
     task. For this example, configure
    Cost Center
     and
    Location
    . See: Steps: Enable Worktags for Cost Allocations. Worktags you configure populate the
    Dimension
     field on the
    Maintain Payroll Costing Company Overrides
     task.
  • Enable
    Restricted to Companies
     on the
    Edit Cost Center
     task. When enabled and you choose
    Cost Center
     as a value on the
    Maintain Payroll Costing Company Overrides
     task, you limit what populates the
    Costing Company
     field.
  • Set up Intercompany Accounting on the
    Maintain Payroll Accounting Options
     task. See: Setup Considerations: Payroll Intercompany Accounting.
  • Security:
    Set Up: Payroll (Calculations - Payroll Specific)
     domain in the Core Payroll functional area. See: Steps: Enable Functional Areas and Security Policies.
Your worker, John, has these default organizational assignments:
  • Primary Company: GMS-1
  • Cost Center: CC-1, Fund 1
You want to allocate some of John's time to a different cost center, so you apply
CC-2
 as a worktag override to 1 of John's time block entries. In order for
CC-2
 to override the default cost center (
CC-1
) when you approve John's time entry, you configure override rules using the
Maintain Payroll Costing Company Overrides
 task.
Use this task to configure override rules for time blocks to automatically match costing companies with worker time entries or run payroll accounting adjustments for intercompany time tracking errors. Workday evaluates the costing company override rules that you configure (and the full set of worktags, including worker defaults and any entered as overrides on the worker's time block) sequentially, and then determines whether the rule matches a worker's time entry.
  1. Access the
    Maintain Payroll Costing Company Overrides
     task.
  2. Using the task, you configured these override rules.
    Rule 1
    Costing Company: GMS-2
    Select the costing company you want to apply the override rule to, which is assigned to the worker's time block (in this example it's
    GMS-2
    ). Only active companies as of the override rules' effective date display.
    Dimension: Cost Center
    You created the
    Cost Center
     worktag on the
    Maintain Worktag Usage
     task, so you can select it in the
    Dimension
     prompt.
    Values: CC-2
    Since you selected
    Cost Center
     as the dimension, only cost centers display as values.
    Rule 2
    Costing Company: GMS-3
    Dimension: Location
    You created the
    Location
     worktag on the
    Maintain Worktag Usage
     task, so you can select it in the
    Dimension
     prompt.
    Value: LocA
    Since you selected
    Location
     as the dimension, only locations display as values.
You approve the time entry for John where you applied the
CC-2
 cost center as a worktag override. Workday evaluates the override rules you configured. Rule 1 matches the worktag override applied to the time entry,
Cost Center - CC-2
. Workday stops evaluating the rules and applies Rule 1 to the time entry, overriding John's default cost center, which is
CC-1
. The approved time entry displays the full set of worktags:
CC-2
 and
Fund1
.