Set Up EIB for SUI Rates
Security:
- Integration Builddomain in the Integration functional area.
- Integration Configuredomain in the Integration functional area.
- Integrations: EIBsdomain in the Integration functional area.
- Integration Eventdomain in the Integration functional area.
- Process: Tax Filing/W-2s (RUN) - USAdomain in the USA Payroll functional area.
To help you save time and reduce manual effort, Workday enables you to:
- Configure your EIB to load State Unemployment Insurance (SUI) rates.
- Generate an EIB spreadsheet with SUI data and filter the data by company or state.
- Access theCreate EIBtask to set up an inbound EIB.
- In theData Formatsection on theGet Datapage, select:OptionDescriptionFile TypeWeb Service Spreadsheet TemplateWeb Service OperationPut Company US Tax Reporting (Web Service)
- Access theView Integration Systemreport.
- Select from the related actions menu of the EIB.
- SelectEdit Template with Data Optionsto configure aFilterfor your template.
- In theFiltersection, selectCondition Rule Filterto filter SUI rates by company or state.
- Add 1 or more rows to theRule Conditionsgrid and select:OptionDescriptionAnd/OrAndSource External Field or Condition RuleCompanyorStateRelational Operatorin the selection listComparison TypeValue specified in this filterComparison ValueThe company or state with the SUI rates that you want to include in your EIB spreadsheet.
- ClickGenerate Spreadsheet Template with Data.
- Select theGenerate Spreadsheet with Datacheck box.
You can now:
- Download the output file from theOutput Filestab and review the SUI rates for the companies or states that you entered.
- Edit the SUI rates and import the updated data into Workday by launching an EIB spreadsheet upload.