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Last Updated: 2026-03-13
Example: YTD Pay Balances for Custom Reporting

Example: YTD Pay Balances for Custom Reporting

You have workers who contribute post-tax payments into their retirement plan after reaching their pretax limit. You want to display their year-to-date retirement contribution balances on pay results.
  • Create pretax and post-tax retirement deductions. See Steps: Create Deductions.
  • Create a pay accumulation called
    Retirement Pre and Post Tax
     and add the pretax and post-tax retirement deductions to it. Creating an accumulation for your retirement deductions enables Workday to report on retirement calculations specifically and to automatically combine pretax and post-tax amounts into a single year-to-date amount. You can map individual deductions, but the report will display each value as a separate line.
    Retirement Pre and Post Tax
    . See Create Pay Accumulations.
  • Create a custom report for YTD Payroll Results. See Concept: Custom Reports.
  • Security:
    Set Up: Payroll (Calculations - Payroll Specific)
     domain in the Core Payroll functional area.
  1. Access the
    Maintain Pay Results - Class Report Field Mapping
     task.
  2. Select the
    Pay Component Balance Results
     tab.
  3. As you complete the task, consider:
    Option Description
    Pay Components to Include
    Select
    By Calculation Type > Pay Accumulation (ALL) > Retirement Pre and Post Tax
    .
    Balance Period
    Select
    YTD - Current Calendar Year (based on Payment Date)
    .
    Label
    Enter a descriptive label, such as
    YTD Pre/Post Tax Retirement
    .
  4. Open your custom report YTD Payroll Results and add this field with these settings:
    Option Description
    Business Object
    Select
    Payroll Result
    .
    Field
    Select
    Payroll > YTD Pre/Post Tax Retirement
    .
    Options
    Select
    Do Not Show if Empty
    .
Workday displays the accumulated pretax and post-tax retirement deductions as a single value in the year-to-date balance on your custom YTD payroll results report.