Steps: Prepare and Load Payroll History

Review setup considerations for payroll history.

Set up all pay components, including those used in statutory calculations and withholding orders (also known as court orders in Australia and the UK).

Before running your first pay calculation in Workday, you can load historical payroll payments from external systems.

Payroll history is payroll data:

For dates on or after the worker's hire date.

For periods before the

Override First Processing Period

for the worker's pay group.

When you load history before your first calculation, Workday:

Includes the history data in year-to-date calculations. For Australia, Canada, the UK, and the U.S., Workday also includes the history data in quarter-to-date and year-to-date calculations.

Apply limits and self-correcting logic to the correct amounts when you go live.

You can add and correct history after running Workday payroll.

Determine the scope of the historical data, including:

Which periods the data covers.

Which data and calculations to load.

See Concept: What Payroll History to Load.

Create payroll periods for historical data.

See Set Up Payroll and Time Tracking Period Schedules.

Load historical data.

Steps: Load Payroll History by Batch.

Enter or Correct Payroll History for a Worker.

Access the

Pay Calculation Results for Worker

and

Pay Calculation Results for Group of Workers

reports to verify results.

Security: Reports: Results for Worker (Pay Calculation)
and Reports: Pay Calculation Results for Pay Group (Results)
domains in the country-specific Payroll functional area.

Example: Reports: Results for Worker (Pay Calculation) - USA
and Reports: Results for Worker (Pay Calculation) - USA
domains in the USA Payroll functional area.

Access the

Run History Pay Complete

task.

Complete your historical pay results. If you have results for multiple periods, complete results in chronological period sequence.

Security: Process: Load, Calculate, Cancel, Complete History
domain in the Core Payroll functional area.

You can't reverse or cancel completed payroll history. If necessary, you can modify completed history results or zero-out results, using the

Run History Payment for Worker

task.