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Administrator Guide
Last Updated: 2024-02-09
Set Up Default Processing Position for Payroll (CAN, USA)

Set Up Default Processing Position for Payroll (CAN, USA)

Configure your tenant to support multiple jobs in the
Position Setup Options
 field on the
Edit Tenant Setup - HCM
 task.
Security:
Set Up: Payroll
 domain in the Core Payroll functional area.
You can configure criteria to determine which of a worker's positions to use when calculating payroll. Workday assesses the value of the selected attributes in priority order to select the default processing position.
  1. Access the
    Maintain Payroll Processing Position Rules
     task.
  2. Enter an effective date that's on or after today's date.
    You can't update rules that are already in effect.
    To prevent unintended changes to in-progress pay results or retro payroll, Workday recommends you to set the effective date after the end date of any periods that are:
    • Completed.
    • In progress.
    • Opened for off-cycle payments.
  3. Complete the task:
    Option Description
    Use primary position as the processing position
    Workday uses each worker's primary position to process payroll.
    For Payroll for Canada, Workday determines provincial tax based on the worker's primary position. You don't need to add the province worktag to a deduction containing a position worktag.
    Use position override to determine processing position
    For workers whose positions are in the same pay group and company, and therefore paid together, Workday assesses the attributes in the
    Position Override
     grid to select the processing position for each worker.
    For workers whose positions are in different companies or pay groups, and therefore paid separately, Workday uses each position as the processing position on its respective result.
    Position Override
    Select the attributes that you want Workday to evaluate to determine the processing position. Use the
    Order
     controls to arrange the attributes in priority order. When the highest-priority attribute has equal values for a worker, Workday checks the remaining attributes.
    Position Start Date
     and
    Position Entry Moment
     must always be the last 2 attributes considered.
When you calculate payroll or retro, Workday determines the default processing position, and uses the information from that position to:
  • Display in the result header.
  • Calculate taxes.
  • Evaluate accounting configuration for labor costs.
  • Determine what displays on Canadian pay results for:
    • Location
    • Position
    • Province of Employment
    • Payroll Reference Number
  • Calculate employee and employer statutory taxes for Canada.
You can select
Use position override to determine processing position
, and configure these position override rules:
Order
Attribute
Selected By
1
Scheduled Weekly Hours
Greatest Value
2
Position Start Date
Earliest Date
3
Position Entry Moment
Earliest Date
Mike has 2 positions in the same company and pay group. Each week, Mike's scheduled to work 32 hours in the primary position and 8 hours in the additional position. Workday uses Mike's primary position as the default processing position for payroll, because that position has the greater number of scheduled weekly hours.
Shelley has 3 positions in the same company and pay group. Shelley's scheduled each week to work 16 hours in the primary and 1 additional position, and 8 hours in the other additional position. Because the scheduled weekly hours are equal for 2 positions, Workday checks the next attribute,
Position Start Date
, and selects the position Shelley started first as the default processing position.
Steve has 2 positions in different companies, and so receives separate pay results for each position. Workday uses each position as the default processing position on its corresponding pay result.