Steps: Set Up Request Payroll Inputs Business Process
- Review setup considerations for payroll input.
- Security:Business Process AdministrationorManage: Business Process Definitionsdomain in the System functional area.
You can set up the
Request Payroll Inputs
business process to enable payroll practitioners to manage payroll input requests for a single or multiple workers, and to review and approve requests. Workday routes requests to reviewers as My Tasks
notifications. Configuring the
Request Payroll Inputs
business process doesn't prevent you from using other Workday-delivered payroll input tasks, such as Add Payroll Input
and Add Payroll Input by Worker
. - Configure access for security groups on theRequest Payroll Inputsbusiness process security policy. Add the same user groups who would normally have access to payroll input tasks and reports. We don't recommend adding groups such as managers or workers.Workday recommends these security group configurations:OptionSecurity GroupsWho Can Start the Business Process
- Payroll administrator
- Payroll partner
Who Can Do Action Steps in the Business ProcessPayroll administratorWho Can Do Actions on Entire Business ProcessPayroll administratorWho Can Do Actions on Entire Business ProcessPayroll administratorWho Can Do Actions on Entire Business Process- Payroll administrator
- Payroll partner
(Optional) You can configure the business process security policy to enable users to attach files to payroll input requests. See Steps: Enable Attachments on an Individual Business Process. - Edit Business Processes.
- Add theReview Payroll Input Request for Workertask as an action step on theRequest Payroll Inputsbusiness process definition. If you don't do this, Workday approves the payroll input requests automatically.
- (Optional) DisableMy Tasksnotifications for payroll input request reviews.When you have a high volume of requests for review, you can disable sending system notifications by accessing the business process definition. On theNotificationstab, clickMaintain System Notificationsand select theDisabledcheck box for steps you don’t want to send system notifications for. You'll still be able to access review requests inMy Tasks, but you won't receive notifications about them.
- Access theRequest Payroll Inputstask to create 1 or more payroll input requests and send them for review.Workday displays the same fields on theRequest Payroll Inputstask as it does for other payroll input tasks.Only theRequest Payroll Inputstask enables you to initiate theRequest Payroll Inputsbusiness process. You can still use these tasks to add payroll input, but they won't generate a request for approval:
- Add Payroll Input
- Add Payroll Input by Result
- Add Payroll Input by Worker
You can't use the Enterprise Interface Builder to initiate theRequest Payroll Inputsbusiness process.
Workday directs the payroll input requests to the appropriate reviewers, who can:
- Approve requests individually and in bulk. See Concept: Bulk Approve Business Processes.
- Deny or edit payroll input requests and send them back.
If a request to delete a payroll input is already in progress, Workday doesn’t display the
Request Edit
or Request Delete
buttons.When a payroll practitioner submits a payroll input request, Workday creates a business process event but not the payroll input. When a reviewer approves a payroll input request, Workday creates the payroll input and adds it to the payroll calculation for the worker.
You can view
Payroll Input Requests
business process events on the worker history and on the Find Events
report. You view payroll inputs, but not payroll input requests pending approval, on reports such as
Find Payroll Input
or View Payroll Input by Worker
.