Concept: Data Entry in Payroll Off-Cycle Payment EIB Spreadsheets
To add multiple manual or on-demand payments, you can create an EIB based on the
Import Payroll Off-cycle Payment
web service. You can then enter data in a spreadsheet that corresponds to the inbound EIB.These examples illustrate how to complete the EIB spreadsheet for the
Import Payroll Off-Cycle Payment
web service.
Workday recommends that you use the
Import Payroll Off-Cycle Payment
web service, as it helps optimize bulk imports. These examples also apply to EIBs based on the Put Payroll Off-cycle Payment
web service.- Example: Add a New On-Demand Payment (AUS, CAN, FRA, UK, USA)
- You want to upload these on-demand payments for a worker:
- A year-end bonus of 500.
- A replacement salary payment of 3000.
Add these rows to the EIB spreadsheet:Spreadsheet KeyPayment IDPayment PriorityResult TypeReplacementOff cycle Input Data - Row IDEarningAmount180001OnDemandPaymentN1Bonus500280012OnDemandPaymentY1Salary3000Enter a newPayment IDto create a new off-cycle payment. Workday uses the payment ID to link the off-cycle payment to the pay calculation results.Enter a uniquePayment Priorityfor each payment. Workers can have multiple payments in the same period or subperiod. Workday uses the payment priority to determine the pay calculation order when processing the payments. Enter1when a worker has only 1 payment. - Example: Modify Existing On-Demand Replacement (AUS, CAN, FRA, UK, USA)
- You want to modify an existing on-demand replacement payment for a worker's salary to 3500. You've used thePay Calculation Off-Cycle Inputs for Group of Workersreport to determine that thePayment IDof the existing payment is 8001.Add this row to the EIB spreadsheet:Spreadsheet KeyPayment IDResult TypeReplacementRow IDEarningAmount18001OnDemandPaymentY1Salary3500Ensure that thePayment IDrefers to the existing off-cycle payment. Workday overrides the existing off-cycle payment, and sets the payment status toRequires Recalculation.You can't update off-cycle payments that have a status ofComplete.
- Example: Add a New Manual Payment
- You want to add a new manual payment to record a payment that covers 2 exercises of stock options paid outside of Workday Payroll. The worker received 1 check for the payment of the 2 options.Add this row to the EIB spreadsheet:Spreadsheet KeyPayment IDResult TypeReplacementNet AmountCheck NumberBank AccountOff cycle Input Data - Row IDEarningAmount18002ManualPaymentN15007777BANK_ACCOUNT-11Stock_option_1100012Stock_option_2500Ensure that theNet Amountequals the total amount of the earnings and deductions in the payment.
- Example: Include Related Calculations on Off-Cycle Payments
- You have an earning for hourly pay with related calculations for worked hours and hourly rate. You want to add a replacement off-cycle input for:
- Total pay: 400
- Worked hours: 40
- Hourly rate: 10
Add these rows to the EIB spreadsheet:Spreadsheet KeyPayment IDRow IDEarningAmountRow IDRelated CalculationInput Value180051Hourly Pay4001Hours4011Hourly Pay2Hourly rate10 - Deposit Payment to the Balance Account
- You want to add an on-demand additional payment for a worker. You want to deposit the payment to the account designated in the worker's payment elections as the balance account.Add this row to the EIB spreadsheet:Spreadsheet KeyPayment IDPayment PriorityPay GroupResult TypeReplacementPay to Balance AccountOff cycle Input Data - Row IDEarningAmount180071USA MonthlyOnDemandPaymentNY1Bonus1000To deposit an off-cycle payment to a worker's balance account, you must include the worker's pay group.
- Example: Include Custom Worktags
- You have custom worktags for loan numbers, and want to include loan numbers on the payroll input or off-cycle payment for a loan repayment deduction.
- Access theCustom Worktag Valuesreport.
- Select from the related actions menu of the loan number worktag. View the reference ID type and ID. Example:TypeIDCustom_Worktag_5_ID01
- Enter these values in the spreadsheet:DeductionCustom Worktag 05Loan repayment01