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Administrator Guide
Last Updated: 2023-06-23
Create Payroll Input Templates

Create Payroll Input Templates

  • Set up Drive.
  • Set up Worksheets.
  • Security:
    Set Up: Payroll (Payroll Input Workbooks)
    domain in the Core Payroll functional area.
You can use worksheets to add, edit, or delete payroll inputs in a consolidated sheet. Workday enables you to create and configure templates that best fit your use cases.
With the template, you can:
  • Add only the fields that you deem necessary. Workday generates these fields as distinct columns within a workbook.
  • Configure hidden fields, required fields, and fields with multiple possible values.
  • Specify the pay component to use in the workbook.
  • Generate a workbook to create, edit, and delete payroll inputs.
  • Generate workbooks multiple times using the same template.
  1. Access the
    Create Payroll Input Template
     task.
  2. As you complete the task, consider:
    Option Description
    Field
    Include the fields you need for your use case. You can select from a variety of fields including:
    • Workday-delivered worktags.
    • Up to 4 related calculations.
    Worksheets don’t support custom or related worktags or custom organizations for fields.
    Example: You regularly provide workers with wellness reimbursements. You create a template for Gym Reimbursements. In addition to the 5 required fields, you add
    Amount
     and
    Costing Company
    .
    Label Override
    Enter a descriptive label. Otherwise, the default label is the name of the field.
    Example: Override the
    Amount
     field label to
    Reimbursement Amount
    , and the
    Worker
     field label to
    Employee
    .
    Valid Value
    Only include the valid values that are applicable to that field.
    Example: Enter your
    Wellness Reimbursement
    earning as the
    Valid Value
     for the
    Pay Component
     field. When you generate a workbook using this template, the only valid value under
    Pay Component
     is
    Wellness Reimbursement
    .
    Display Options
    You can hide or make fields required.
    When the field has multiple valid values, you can’t select
    Do Not Show
    .
    Example: Since
    Wellness Reimbursements
     is the only valid value for
    Pay Component
    , you can select
    Do Not Show
     for that field. You can also select
    Amount
     as
    Required
    .
You’ve created a customized template that determines which columns display on a generated workbook.
If you edit the payroll input template, you must generate a new workbook to reflect the changes.
Review the template carefully before you use it to generate a workbook. Once you generate a workbook, you can't delete the template.
Generate a payroll input workbook.