Example: Payroll Processing Position (USA)

This example illustrates 1 way to configure payroll processing position rules for workers with multiple positions.

You manage payroll for 2 companies. Some workers have positions in both companies and receive separate pay results for each position. Other workers have 2 positions in the same company and pay group, and receive a single pay result for both positions. You restrict cost centers in your organization to specific companies.

Workday automatically uses information from each worker's primary position for payroll processing. You want Workday to:

Apply a position's default organization assignments to the liability and net pay lines of the operational journal.

Calculate state income taxes based on the state where the position is located for workers who receive separate pay results.

Display the position with the most hours worked on the pay result of workers who receive a single pay result.

Mary McDuffy's positions are in different companies:

Position	Pay Group	Company	Location	Cost Center	Scheduled Weekly Hours	Position Start Date
Software Engineer (Primary)	Monthly Clerical	Global Modern Services	New York, NY	31000 Operations Management	25	2016-03-15
Associate Manager (Additional)	Monthly Clerical	Green Planet Solutions	Newark, NJ	32000 Research and Development	15	2022-08-15

Jeff Kirby's positions are in the same company:

Position	Pay Group	Company	Location	Cost Center	Scheduled Weekly Hours	Position Start Date
Recruiter (Primary)	Executive Monthly	Global Modern Services	New York, NY	31000 Operations Management	20	2017-07-01
Management Trainee (Additional)	Executive Monthly	Global Modern Services	Philadelphia, PA	31000 Operations Management	20	2020-02-01

Access the

Maintain Payroll Processing Position Rules

task.

Select

Add New Effective Date

The current period for both pay groups is 2022-09-01 to 2022-09-30. You've added off-cycle payments in the next period, which runs 2022-10-01 to 2022-10-31.

Enter a date that's on or after 11/01/2022.

Select

Use position override to determine processing position

In the

Position Override

grid, select criteria in this order:

Option	Description
Scheduled Weekly Hours	Greatest Value
Position Start Date	Latest Date
Position Entry Moment	Latest Date

For workers with positions in different companies or pay groups, Workday doesn't refer to the attributes in the

Position Override

grid.

When you calculate payroll for the November 2022 pay period:

Each of Mary McDuffy's pay results now has its own default processing position. The position displayed on each result, and on her payslips, now matches the position being paid.

Workday uses New York as the state tax authority for Mary's primary position, and New Jersey as the state tax authority for her additional position.

Workday calculates state unemployment insurance (SUI) taxes for both positions based on New York, the location of the primary position.

Workday creates operational journals for each company without errors. Liability and net pay journal lines use the appropriate cost center for each position.

For Jeff Kirby, Workday determines that their scheduled weekly hours are the same for both positions. Workday then checks his start date for each position, and selects his additional position as the processing position for payroll.

The Management Trainee position displays on his pay result and payslip.

Workday uses Pennsylvania as the state tax authority, and New York as the SUI tax authority, on his pay result.