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Administrator Guide
Last Updated: 2026-09-18
Manage Payroll Processing Checklists

Manage Payroll Processing Checklists

  • A checklist template must be associated with a pay group detail before you can create and access a checklist for a specific pay group and period. See Set Up Payroll Processing Checklists.
  • Security: Manage: Global Payroll Processing
     domain in the Core Payroll functional area.
You can manage payroll processing tasks directly within the
Global Payroll Hub
 to track progress and ensure timely completion of the pay cycle. The managed checklist supports real-time updates and in-line editing for Workday Payroll pay groups.
You can upload attachments to checklist items to support auditing and payroll documentation. You can also access a checklist using the
View Payroll Processing Checklist
 task. We recommend that you use the
View Payroll Processing Checklist
 task when you maintain attachments on checklist items.
  1. Access the
    Global Payroll Hub
    .
  2. On the
    Summary
     section of the
    Payroll Processing
     page, click
    Manage
     on the row for the pay group, run category, and period where you want to create a checklist.
  3. If a checklist doesn't exist yet for that combination, create the checklist when Workday prompts you.
  4. Update the details of the tasks on the
    View Payroll Processing Checklist
     report as needed.
    Examples: Status, dates, assignees.
  5. (Optional) Manage attachments on checklist items.
    1. Access the
      View Payroll Processing Checklist
       task.
    2. Select a pay group detail and period for which a checklist has been created.
    3. Click
      OK
       to open the checklist.
    4. To add attachments to checklist items, click
      Maintain Attachments
       and click
      Select files
       or drag and drop the file into the upload area.
    5. Click
      OK
      .
    6. To delete an attachment, click
      Maintain Attachments
      .
    7. In the
      Existing Attachments
       section, select either:
      • Delete
         to delete all the attachments for a checklist item and its associated comments.
      • Delete Attachment
        to delete an individual attachment on a checklist item, excluding comments.
    8. Click
      OK
      .
When you change a task status to
In Progress
, Workday automatically populates the
Started At
field with the current date and time. When you change a status to
Completed
, Workday automatically populates the
Completed At
 field. If you change the status to
Ignore
, Workday clears the associated timestamps.
When you add an attachment to a checklist item, Workday displays a selectable count in the
Attachments
 column of the checklist.