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Administrator Guide
Last Updated: 2026-04-17
Set Up Global Payroll Processing Checklists

Set Up Global Payroll Processing Checklists

Security: The
Set Up: Global Payroll Processing Checklist
 domain in the Global Payroll Connect functional area.
The Global Payroll Processing checklist enables you to create and manage checklists for third-party payroll to help you keep track of your payroll processing progress.
  1. Access the
    Maintain Payroll Processing Checklist Templates
     task.
  2. For Workday Payroll pay groups, on the
    Pay Group Detail Eligibility
     field, select the pay group detail or pay run group to assign to the template. You can only assign a pay group detail or pay run group to 1 template at a time.
  3. (Optional) For third-party pay groups only, select the
    Used in Payroll Interface
     check box.
  4. Add a row to the grid and enter these values:
    Item Group
    Enter a name for this section of the checklist.
    Item
    Enter a name for the checklist item row.
    Task/Report
    Select a payroll task or report for this checklist item row.
    External URL
    Workday doesn't support third-party payroll vendor endpoint URLs as checklist external URLs.
    Due At
    Select a due date or create a recurring date.
    Assign To
    Select the assignee for the task or report who needs to complete that step.
    Instructions
    Enter additional instructions on the checklist that provides a useful reference to the assignee.
  5. To add the checklist to your pay group, access the
    Global Payroll
     hub.
  6. On the
    Summary
    page, click
    Manage
     on the row for the pay group.
  7. Click
    Confirm
    and
    OK
    .
  8. (Optional) Click
    Manage
     again on the row for the same pay group to make changes to the checklist.
    You can't make changes to these columns when viewing a checklist:
    • Group Name
    • Item
    • Task Name
    • External URL
    • Instructions
  9. (Optional) To enable attachments on external payroll checklists:
    1. Access the
      Edit Tenant Setup - System
       task.
    2. On the
      File Type Setup Instructions
       prompt, select
      Allow All File Types
       or
      Allow ONLY Specific File Types
       and select any of these supported attachment types:
    • PDF
    • PNG
    • JPG
    • XLS
    • XLSX
    • DOC
    • DOCX