Setup Considerations: Payslips
You can use this topic to help make decisions when planning your configuration and use of payslips functionality. It explains:
- Why to set it up.
- How it fits into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What It Is
The payslips feature enables you to generate hard copy or printable PDF payslips that you can view in Workday.
You can configure payslips to display:
- Pay components, such as earnings, benefits, taxes, deductions, and absence plans.
- Company logo.
- Section labels.
- Signatures.
Workday delivers reports and business form layouts that you can use to create payslips.
For Payroll for Canada, Ireland, the UK, and the U.S., you can use 1 of these options:
- Report Designer layout, also known as Business Intelligence and Reporting Tools (BIRT). You can modify or customize payslip layouts in Workday Studio Report Designer.
- XSLT layouts, which you can use but not customize.
For Payroll for Australia and France, you can only use the Report Designer layout.
Business Benefits
Workday delivers country-specific configuration, making it easier for you to set up and print payslips.
You can also:
- Break down Fair Labor Standards Act (FLSA) earning by work week and display year to date (YTD) hours by earning, for ease of reviewing your data (USA).
- Enable overflow on Report Designer payslips so workers can view complete details of their pay components (CAN, IRL, UK, USA).
- Schedule a time to generate PDFs of Report Designer payslips for current or terminated workers.
- Translate payslips based on worker's preferred language.
- Combine payslips to simplify gross-to-net amounts for workers with multiple jobs at related companies (USA).
- View payslips conveniently on mobile devices.
Use Cases
You can use the payslips feature to:
- Add and modify messages to display on the payslips (AUS, FRA, IRL, UK).
- Display or hide payslips from certain workers or for certain pay periods.
- Import and display external payslips.
- Set up options for how and when workers can view and print their payslips.
Questions to Consider
Question | Considerations |
|---|---|
Do you want to add a company logo or signatures to your payslips? | You can use the Configure Business Form Layout task to upload images for your logo and signatures. |
What are the margins and size of the payslips? | Page size: 8.5 in x 11 in.
Page margins:
|
How do you create a custom payslip layout? (CAN, UK, USA) | You can copy the latest delivered payslip layout and customize it using Workday Studio Report Designer. You can find the latest layouts on Community. |
Do you need to hide or display payslips? | You can:
|
Do you need to control the time when payslips are visible to workers? (USA) | You can override the default time in the worker's time zone that determines when a payslip is visible.
|
How do you want your workers to receive their payslips? | You can use the Company Payroll Printing Options task to:
You can override printing options or set the delivery method of printed payslips for individual workers using the Payslip Delivery task. |
Do you have a large number of workers who view PDF payslips? (AUS, CAN, IRL, UK, USA) | You can use the Schedule BIRT Payslip Pre-Print task to generate PDFs of Report Designer payslips during quiet hours. It reduces the processing load on your tenant during peak hours. To minimize processing time, select the Smart Print Payslips option to generate PDFs only for workers who are historically more likely to view them in that format.
After you implement Workday Payroll or add a new pay group, it takes 2 months to establish worker viewing trends. During that time, the Smart Print Payslips option generates PDFs for all workers. |
What pay components do you need to include on your payslip? | You can use the Maintain Payroll Payslip Configuration task to configure pay components, absence plans, and additional options.
You can add new earnings, deductions, and field name overrides on these tasks:
|
Do you have a large amount of absence data to process? | You can calculate and save absence data when you complete payroll to improve performance when printing and viewing payslips. Otherwise, Workday must recalculate the absence balance each time you or a worker prints or views a payslip. |
Does your organization belong to a company relationship or employ workers with multiple jobs at related companies? (USA) | You can use the Maintain Payroll Payslip Configuration task to combine payslips. Combining payslips simplifies how workers with multiple jobs at related companies view their gross-to-net amounts by aggregating their earnings onto a single payslip. |
Is your organization located in Oregon or the District of Columbia? (USA) | Specify your EIN or FEIN in the Edit Company State and Local US Tax Reporting task. If a payroll result has an associated Oregon or District of Columbia worktag, Workday displays the EIN or FEIN on the payslip for that result. |
Recommendations
When you're customizing payslips, you can use the latest layouts on Community.
When you use delivered payslip layouts or new features, create a new effective-dated payslip configuration to ensure that previous payslip layouts are unchanged.
For optimized performance, check to see if Workday-delivered business form layouts work for your Report Designer payslips before creating custom designs.
For Payroll for France, print hard copy payslips and disable self-service payslip viewing for all workers.
For Payroll for the U.S., to ensure workers see their payslips, leave payslip printing or viewing enabled if you also enable
Smart Print Payslip
on the Schedule BIRT Payslip Pre-Print
task.Requirements
If you’re using Report Designer (BIRT), select
Print Payslips Using Report Designer Layout in Self-Service
on the Edit Tenant Setup - Payroll
task.Limitations
- You can add only 1 company logo on the delivered payslips layout (AUS, CAN, IRL, UK, USA).
- You can only print multiple payslips for 1 worker at a time.
- Workday only supports overflow on Report Designer payslips.
- You can no longer customize XSLT payslip layouts in Workday (CAN, FRA, IRL, UK, USA).
Tenant Setup
You can select tenant-wide configurations on the
Edit Tenant Setup - Payroll
task to:
- HidePrintorViewpayslip buttons for all workers on their payslips report.
- Enable Report Designer (BIRT).
- Select a business form layout for payslips.
- Enable administrators or workers to print multiple payslips.
- Save absence balances when payroll completes to avoid calculating them each time someone views or prints a payslip.
- Save absence balances only for workers who receive pay by check or who print their payslips instead of for all workers.
You can use the
Edit Tenant Setup – System
task to select .rptdesign
as an allowed file type for uploading Report Designer files to Workday.Security
Domains | Considerations |
|---|---|
Process: Payslip Bulk Print in the Core Payroll functional area. | Users secured to this domain can access the preprinting functionality for payslips. |
Process: Run Batch Calculations (Pay Calculation) in the Core Payroll functional area | Users secured to this domain can access the Persist Absence Data for Payslips task to calculate and save absence values. |
| Users secured to these domains can view or print all payslip details and display or hide payslips. |
| Users secured to these domains can:
You can provide terminated workers access to their payslips by configuring the Self-Service: Payroll (My Payslips) domain security policy to include these security groups:
|
Set Up: Payroll (Reporting) in the Core Payroll functional area. | Users secured to this domain can configure payroll payslips. |
| Users secured to these domains can add, edit, and delete payslip messages for Payroll for France. |
| Users secured to these domains can add, edit, and delete payslip messages for Payroll for Ireland. |
| Users secured to these domains can add, edit, and delete payslip messages for Payroll for the UK. |
| Users secured to these domains can add, edit, and delete payslip messages for Payroll for Australia. |
| Users secured to these domains can configure the Company Payroll Printing Options task. |
Set Up: Tenant Setup - Payroll and Set Up: Tenant Setup - System in the System functional area. | Users secured to this domain can access the tenant setup for payroll and system. |
View: Maintain Payroll Interface in the Payroll Interface functional area. | Users secured to this domain can view the Payslips for Worker report. |
You're responsible for testing and validating that security domain settings meet your business needs.
Business Processes
For Payroll for Canada, Ireland, the UK, and the U.S.:
Business Process | Considerations |
|---|---|
On Demand Event
| You can create a separate payslip or payroll check for workers using this business process. |
Termination
| You can give terminated workers their final pay and payslip on the day of termination or any other day. When you add the On Demand Event business process to the Termination business process, you enable other Workday administrators such as HR partners to:
|
Reporting
Reports or Dashboards | Detail |
|---|---|
Payslips for Worker
| For Payroll for Australia, Canada, Ireland, the UK, and the U.S., you can use this report to view all payslips for a specific worker. |
View Payroll Payslip Aggregations
| You can view a detailed report on each of these items and how they interrelate:
|
Payslip to Print - GBR
| For Payroll for the UK, you can copy this standard report to a custom report, enabling you to customize your own Report Designer payslips layout. |
Payslip to Print - AUS
| For Payroll for Australia, you can copy this standard report to a custom report, enabling you to customize your own Report Designer payslips layout. |
Payslip to Print - Report Design
| For Payroll for Canada and the U.S., you can copy this standard report to a custom report, enabling you to customize your own Report Designer payslips layout. |
Payslip to Print - FRA
| For Payroll for France, you can copy this standard report to a custom report, enabling you to customize your own Report Designer payslips layout. |
Payslip to Print - IRL
| For Payroll for Ireland, you can copy this standard report to a custom report, enabling you to customize your own Report Designer payslips layout. |
FRA Pay Calculation Results - Payslip View
| For Payroll for France, you can use this report to view the pay calculation results on payslips |
Pay dashboard
| You can use the Compare Periods worklet on this dashboard to compare 2 payslips from any pay periods. |
Integrations
- You can enable workers or administrators to access payslips in an external payroll system directly from Workday through theCreate External Payroll Vendortask or theImport External Payslipsintegration.
- You can use theGet Payroll Payslipsweb service to export worker payslip data based on payment group, date, or printing options.
- For Payroll for the U.S., you can override the time and choose the time of the day payslips are visible to workers when you use thePayslip Visibility Time Override Referencefield on thePut Payroll Action Reasonand theGet Payroll Action Reasonweb services.
Connections and Touchpoints
Customize Report Designer payslips using Workday Studio Report Designer.
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships across your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.