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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Payroll Processing

Steps: Set Up Payroll Processing

Create earnings and deductions.
Before loading your company payroll history into Workday, create a structure for holding the information and calculating payroll. The setup defines rules for who to pay, what to pay, and when to pay employees.
  1. Access the
    Edit Tenant Setup - Payroll
     task and select the countries where you're licensed and plan to use Workday Payroll.
  2. Period schedules group pay periods for a pay frequency, such as weekly, biweekly, or monthly. They identify the start date, end date, and payment date for each pay period.
  3. Specify the criteria employees must meet for a run type, such as a regular or bonus run, and identify the earning and deductions to process.
  4. Set Up Pay Groups and assign workers to them.
    Pay groups aggregate workers for payroll processing and reporting. They identify the run categories and corresponding period schedules for a pay group.
  5. For Payroll for France, map types of workers to preconfigured payroll calculations.
  6. (Optional) Set up pay run groups.
    Pay run groups enable you to perform tasks, such as pay calculation, for multiple pay groups as a single action.
  7. (Optional) Set up Payroll dashboards, such as:
    • Payroll Compliance Updates
      : Gives you quick visual insight into compliance updates.
    • Pay Cycle Command Center
      : Enables you to quickly access the information you need for each phase of a pay cycle, from preparation, to processing, to post-complete processing.
    • Pay
      : Enables your employees to understand their pay and access common payroll information including their recent payslips, depending on your payslip employee self-service configuration.
    • Use of the
      Recent Payslips
       worklet in the
      Pay
       dashboard isn't recommended for Payroll for France.
    Search on
    Pay
     in the
    Maintain Dashboards
     task to see a complete list of available dashboards for payroll and to configure them.
  8. Access the
    Tenant Analyzer
     task to verify your payroll configurations in terms of Workday recommendations.