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Administrator Guide
Last Updated: 2024-04-05
Generate Payroll Input Workbooks

Generate Payroll Input Workbooks

  • Create a payroll input template.
  • Security: These domains in the Core Payroll functional area:
    • Worker Data: Payroll (Payroll Input Workbooks)
      .
    • Worker Data: Payroll (Payroll Input Workbooks - Generate)
      .
You can generate a workbook to add, edit, or delete worker payroll inputs in a single worksheet using a template.
With Worksheets for payroll input, you can:
  • Generate workbooks populated with existing payroll inputs based on the pay component of the template, the pay group, and the date range.
  • Generate blank workbooks that you can use to add new payroll inputs for workers in a pay group.
  • Update payroll input data that reflects on the worker profile in real time.
  • Collaborate simultaneously with multiple users in a single workbook.
After you edit the workbook, Workday recommends that you lock it before you run the pay calculation.
When you add payroll input on a worker's profile, you must generate a new workbook to reflect the changes.
  1. Access the
    Generate Payroll Input Workbook
     task.
  2. As you complete the task, consider:
    Option Description
    Pay Group
    Select a pay group to determine which workers are available in the generated workbook.
    Workday automatically populates workbooks with payroll inputs for workers from this pay group.
    You can only select 1 pay group for a workbook.
    Start Date/End Date
    Select the date range for the workbook.
    Workday automatically populates workbooks with payroll inputs that have a start or end date within this date range. Workday also populates with ongoing payroll inputs that have a:
    • Start date before the workbook end date.
    • End date after the workbook start date.
    Create Blank Input Sheet
    Select this check box only when you want to generate a blank worksheet without populating any existing payroll inputs.
    Template
    Select a template for the payroll inputs that you want to add.
    The template configuration determines the pay components and valid values available in the generated workbook.
Workday displays a link to the generated workbook and saves it in your Drive.
Workday builds a workbook with columns from the template and provides an entry area for the specified pay group and date range. The workbook is now available for you to add, edit, or delete payroll inputs.
Make the desired changes for the payroll inputs in the Worksheet entry area.
Share workbook with other users.
When you're ready to run the payroll calculation, first lock the workbook to prevent further updates. When you complete the pay calculation, you can no longer edit payroll inputs for completed pay or retro results. You can generate a separate workbook to add new inputs for a noncompleted period.
To prevent users from continuing to use a workbook that you created, you can lock it and remove it from your Drive.