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Administrator Guide
Last Updated: 2025-03-14
Set Up Union Rates for Paid Family and Medical Leave (USA)

Set Up Union Rates for Paid Family and Medical Leave (USA)

Security:
Set Up: Payroll - Company Specific (Taxes) - USA
 domain in USA Payroll functional area.
You can define union tax rates for states with paid family and medical leave.
Workday uses your union rates to override default rates for paid family and medical leave. If you don't set up union rates, Workday uses the preset rate for the payroll tax authority.
  1. Access the
    Edit Company State and Local US Tax Reporting
     task.
  2. As you complete the
    Union Rate
     tab, consider:
    Option Description
    Start Date
    When you're entering a tax for the first time, enter a
    Start Date
    .
    End Date
    When you're changing tax information, Workday recommends that you enter an
    End Date
     to the existing row. You can then add a row with a new
    Start Date
     and change data as needed.
    Union
    Select the union related to the tax rate.
    Tax
    Select the paid family and medical leave tax.
Workday applies the rates in this order:
  1. Override rate for unions on the
    Union Rate
     tab.
  2. Company override rate on the
    State
     tab.
  3. Preset rate for the payroll tax authority. You can view the rate using the
    View Payroll Tax/ Allowance Data
     report.
When a worker belongs to multiple unions for the same company and you set up union override rates for multiple unions that a worker belongs to on the
Union Rate
 tab of the
Edit Company State and Local US Tax Reporting
 task, Workday uses the lowest override tax rate.
(Optional) To review union tax rates that you set up in the company, add the
Union Rate - Union
 field on custom reports.