Setup Considerations: Payroll Register
This topic provides information for planning the payroll register configuration for these payroll countries:
- Australia
- Canada
- Ireland
- United Kingdom
- United States
You can use this topic to help make decisions when planning your configuration and use of payroll register. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
Workday provides you with a configurable framework that enables you to report payroll register as a preformatted PDF. You can produce an output that's optimized for readability and printing.Business Benefits
The payroll register in Workday enables you to:
- Configure reports with the latest payroll information.
- Easily reconcile payroll results to ensure accuracy of your results.
- Produce summarized results along with granular details, providing flexibility with viewing your data.
Use Cases
You can use the payroll register in Workday to:
- Analyze worker results for on-cycle and off-cycle payroll.
- Audit and reconcile payroll results internally or externally, before completing the pay period.
- Check for errors in payroll results by reconciling accounting journals against bank statements.
- Help reconcile ledgers for accounting.
- Provide information to budget for bonuses.
- Report worker rates and hours for managers to review.
- Summarize and drill into specific payroll result for one or more periods and pay groups.
- Understand payroll increase in 1 month compared to previous.
- Verify adjustments and hours from timekeeping reports.
- Verify HR data such as hire dates and termination dates.
Questions to Consider
Question | Considerations |
|---|---|
How do you want to structure the payroll register report? | You can use the Maintain Payroll Register Configurations task to determine:
For each section, you can display:
|
What detail do you want to include on the payroll register? | You can configure different details to view in the payroll register report based on the configuration of the Payroll Register task. For 1 pay period, the report displays:
For a balance period, the report displays month-to-date, quarter-to-date, or year-to-date:
Both period and balance period display the employee ID. |
Do you want to report on data other than pay components and related calculations? | To display information other than pay components or related calculations, Workday recommends that you create a custom report instead of using the payroll register functionality. You can create a custom report that uses the payroll register configuration by copying these reports and applying a new business form layout:
Payment Date is included on the Payroll Register - Report Design . |
In what format do you want to produce your report? | The Payroll Register task produces a formatted PDF report. Workday enables you to generate a limited spreadsheet that's based on predefined pay component groups. When you select a balance period, you can only generate a formatted PDF report. |
What payroll period or balance period do you want to report on? | You can report on either a pay period or balance period on the Payroll Register task. To report on multiple pay periods or balance periods, Workday recommends that you use these alternative standard reports:
|
Recommendations
For best performance, run payroll register reports for pay groups of 20,000 or fewer employees.
Requirements
No impact.
Limitations
On the
Payroll Register
task, you can't select multiple pay periods. When you select a balance period, you can only generate a formatted PDF report.Workday Payroll for France doesn't support the
Payroll Register
task.You can only create a payroll register configuration that covers 1 country at a time.
Tenant Setup
No impact.
Security
Domains | Considerations |
|---|---|
Set Up: Payroll (Reporting) in the Core functional area. | Enables you to configure the payroll register spreadsheet and PDF report. |
| Enables you to:
|
Reports: Pay Calculation Results for Pay Group (Results) in the country-specific Payroll functional area. Example: Reports: Pay Calculation Results for Pay Group (Results) - UK in the UK Payroll functional area. | Enables you to copy the Payroll Register - Report Design and Payroll Register for Balance Period - Report Design reports. |
Business Processes
You can add the
Payroll Register
task to the Pay Cycle Event
business process to add a reminder to review payroll results before completing the pay cycle.Reporting
Reports | Considerations |
|---|---|
| You can copy these reports to create a custom payroll register. These reports have different report fields that enable you to configure additional payroll result details. |
Payroll Register
| You can add this report as a menu option on the Pay Cycle Command Center dashboard. |
Integrations
No impact.
Connections and Touchpoints
Features | Considerations |
|---|---|
Earnings and deductions | You can configure the payroll register based on the earnings and deductions you have set up. |
Payroll register spreadsheet | You can use the Payroll Register task to generate a spreadsheet. However, the output is predefined and based on earnings and deductions associated with several Payroll Register Excel Group pay component groups. |
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.
Other Impacts
While not part of the payroll register functionality, Workday delivers other standard payroll register reports that enable you to filter or sort through multiple periods. You can also create a custom report that is configurable based on delivered report fields, but doesn't produce a PDF.