FAQ: Payroll History

Where is payroll history used?: Workday includes history results in:
Pay balances.
Normal payroll results.
Single Touch Payroll (STP) reporting for Australia.
T4 and RL-1 results for Canada.
Quarterly and annual tax filing for the U.S.
W-2 results for the U.S.

History results don't generate:
Accounting results.
Payments.
Company PAYG Liability reporting through STP for Australia.
DSN reporting for France.
Payslips or advices for France.
Payslips (including self-service), advices, or ACH files for Canada or the U.S.
Payslips (including self-service) or advices for the UK.
Periodic tax filing for Canada, the UK, or the U.S.
Can I load history payments for periods dissimilar to the worker's regular payroll?: Yes, you can load history payments with a run category different from a worker's run category only if you process the worker's history in the relevant company and tax year.
For which pay periods can I load payroll history?: Load payroll history for periods before the
Override First Processing Period
specified for a worker's pay group.
How can I modify completed payroll history?: To edit completed payroll history for 1 worker, access the
Run History Payment for Worker
task.

You can't use the Put Payroll History Payment
web service to edit completed payroll history. Instead, use it to load new history payments by batch that represent the difference between the completed payroll history and the results you want.
How can I load payroll history for a worker who had more than 1 legacy payroll ID in the same tax year, in Payroll for the UK?: Use the Put Payroll ID
web service to load the worker's legacy details. For each legacy payroll ID, assign a unique Workday payroll ID. Then, load the worker's year to date payroll history for each Workday payroll ID.
How does Workday apply worktag overrides with proration, in Payroll for the U.S.?: Workday determines the default worktag values for uploaded payments based on the end date of a history period.

You can specify subperiod dates within a period for payments that represent a partial period. In this case, Workday applies the default worktag values based on the subperiod end date.

Example: Andrew transfers companies midperiod, and receives 1 payment from his former company and another from his new company. The subperiod end date recorded for each payment ensures that Workday assigns the correct worktag values.
What worker data is necessary for payroll history, in Payroll for the U.S.?: Workers must have a pay group assignment date and a company assignment date that is on or before the begin date of the subperiod for which you’re loading history. A pay group assignment for the full period isn’t necessary.