Steps: Configure Payroll Access for Non-Payroll Users
Security in the Core Payroll functional area:
- Reports: Payroll Journal Lines by Organization & Pay Component
- Reports: Payslips by Organization
Review Workday's security policies and functionality, including:
- Domain security policies.
- Security groups.
- Role types.
- Role-based (constrained) security groups.
See:
- Concept: Configurable Security
- Edit Domain Security Policies
You can give non-payroll users, like HR, benefits, finance, and cost center managers, access to view payroll data that’s relevant to their role using role-based, intersectional, or pay-component segment security configurations. You can still restrict their access to sensitive payroll data.
You can enable non-payroll users to view data in these payroll features:
- Payroll Journal Lines using thePayroll Accounting by Organization & Pay Componentreport.
- Payslips using thePayslips for Workersreport.
You can create custom reports of journal lines using the
Payroll Accounting Filter (by Accounting Date and Organization)
data source filter. Report results are based on your security permissions by organization and segment level.- Add a non-payroll user to a security group in the:
- Reports: Payroll Journal Lines by Organization & Pay Componentdomain to give access to journal lines.
- Reports: Payslips by Organizationdomain to give access to payslips.
- On the related actions for the relevant security policy, select .
- Access theActivate Pending Security Policy Changestask.You must activate changes to security policies in order for them to take effect.
- Review your pending changes.
- CheckConfirm.
- ClickOK.
- Verify users with access to journal lines can view the journal line data relevant to their role when they run thePayroll Accounting by Organization & Pay Componentreport.
- (Optional) For journal lines, create custom reports of accounting journal lines using the Payroll Accounting Filter (by Accounting Date and Organization) data source. Report results are based on your security permissions by organization and segment level.
- Verify users with access to payslip data can view the payslip data relevant to their role when they run thePayslips for Workerreport. Access to information in this report is constrained by users’ role assignments and doesn’t require pay group permissions. Only payroll administrators and users can print payslips.