Concept: Pay Group Lock Status
Workday enables you to lock pay groups so that you can easily audit payroll results without having to recalculate before completing payroll due to worker-based events which cause results to flip to
Requires Re-calculation
.Regardless of whether you enable or disable the
Lock Pay Groups To Block All Pay Calculations on Payroll Results
check box on the Edit Tenant Setup - Payroll
task, once you lock a pay group for a current period; you can enter these events, but Workday no longer flips the payroll result status from In Progress
to Requires Re-calculation:
- Add payroll input
- Flexible payment and deduction options
- One-time payments
- Period activity pay
- Switch primary job
When you enable
Lock Pay Groups To Block All Pay Calculations on Payroll Results
, Workday prevents you from running these tasks on locked pay groups while the current period is In Progress:
- Run Pay Calculation
- Run Pay Cancel
- Run on Demand Payment for Worker
- Run Manual Payment
- Run Off-cycle Pay Calculation
- Related actions from a pay result > Pay Calculation
- Payroll Calculation Processing Report
- Cancel Off-cycle Complete
- Cancel Off-cycle Complete for Group of Results
- Prior Period Tax Adjustment on any completed result
- Reversal on any completed result (AUS, CAN, FRA, UK, USA)
- Schedule Pay Calculation
- Run Retro Calculation
- Schedule Retro Pay Calculation
- Cancel Retro Complete
- Run Pay Accounting
- Run Payroll Fringe Benefits Accounting
Also, you can't complete individual on-cycle results, you can only run pay complete for the entire pay group.
Retroactive Payroll:
When you enter any of these events after you lock a pay group; and you don't recalculate the worker before you complete payroll, then when you run retro pay calculation, Workday processes these events in the next on-cycle pay period:
- One-time pay input
- One-time payment
- Ongoing pay input
- Period activity pay
When you lock a pay group, however; there are some scenarios where Workday does flip the on-cycle result status to
Requires Re-Calculation
as it's necessary for the accuracy of payroll results. Here are some examples:
Example 1: | Multiple job worker has positions in different pay groups (PG-A and PG-B). When you complete PG-A, this flips the result status in PG-B, even if PG-B is locked. |
Example 2: | Single job worker has an on-cycle in their regular run category and an on-cycle in their non-regular run category. When you complete 1 pay result, the other flips to Requires Re-Calculation even when the pay group is locked. |