Steps: Set Up Payroll Accounting Adjustments
Set up payroll accounting.
You can configure Workday to enable users to adjust accounting.
- Configure theCreate Payroll Accounting Adjustmentsbusiness process and security policy in the Core Payroll functional area.(Optional) You can create conditional steps for routing rules and alerts using these fields:
- Change Reason Code
- Date Requested
- Days Since Initiated
- Edit Domain Security Policies.Configure these domains in the Core Payroll functional area for the initiator:
- Reports: Pay Calculation Results for Worker (Results)
- Reports: Pay Calculation Results for Pay Group (Accounting Results)
- Reports: Pay Calculation Results for Organization (Accounting Results)
- Reports: Pay Calculation Results (Results - Security based on Pay Component Security)
- Set Up: Payroll (Calculations - Payroll Specific)
- (Optional) Include a questionnaire in the business process to capture supporting information about the adjustment, and then display the completed questionnaire on an approval step.
- Create a questionnaire.
- Add theComplete Questionnairestep to theCreate Payroll Accounting Adjustmentsbusiness process, using theEdit Business Processtask.Workday recommends that you attach only 1 questionnaire.
- (Optional) For Payroll for the U.S., make the questionnaire response viewable in the approval step, using the related action.
- Add the security groups on the approval or review steps of theCreate Payroll Accounting Adjustmentsbusiness process to theQuestionnaire Resultsdomain.
- (Optional) For Payroll for the U.S., to make payroll accounting adjustments for effort certification quicker and more accurate, add aCreate Payroll Accounting Adjustments for Effort Certificationaction step to theEffort Certificationbusiness process.This step initiates theCreate Payroll Accounting Adjustmentsbusiness process.