Setup Considerations: Payroll Dashboards
You can use this topic to help make decisions when planning your configuration and use of payroll dashboards. It explains:
- Why to set them up.
- How they fit 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 They Are
Payroll dashboards consolidate payroll data and actionable items in 1 place. Workday delivers these preconfigured dashboards:
- Pay Cycle Command Center: To review and manage payroll data for 1 or multiple pay periods.
- Payroll Compliance Updates: To review compliance updates.
- Pay: To enable workers to access their payroll data.
- For Payroll for France, DSN Command Center: To manage and track your generated DSNs, verify reported payroll data, and access DSN tasks.
- For Payroll for Canada and the U.S., Payroll Year End: To access common year-end tasks, review past-year statistics and year-end forms, and run year-end business processes.
You can also create an unlimited number of custom dashboards.
Business Benefits
Payroll dashboards help to increase operational efficiency and save time by enabling you to:
- Review strategic payroll trends and metrics and identify issues that require action.
- Run tasks and reports most relevant to you from 1 location.
- Quickly assess the payroll status of your company with a payroll process overview.
- Review delivered and future compliance updates in 1 location.
- Enable workers to engage with their payroll and find answers without having to ask pay partners using employee self-service (ESS).
Use Cases
Use payroll dashboards to:
- Compare pay periods to confirm that payroll results are consistent.
- Track trends, drill down on pay components, and investigate anomalies.
- Plan for compliance updates that impact pay to notify workers in advance or address their questions.
- Reconcile pay results with the number of workers.
- Track amounts that go into suspense accounts.
Enable workers to run the Pay dashboard to understand:
- Why their gross-to-net is the same but their holiday pay is different.
- How much they contribute for taxes or voluntary deductions.
- Confirm a compensation change.
Questions to Consider
Questions | Considerations |
|---|---|
Which countries do pay partners process payroll for? | You can preconfigure fields to display by country and relevance to pay partners on each dashboard. Example: You can display certain run categories and pay periods.
You can also provide pay partners access to configure their own dashboards. |
What information do you want to display on the Workday Home page? | You can configure the Home page to increase operational efficiency by:
|
What data do you want to verify when running payroll? | The Pay Cycle Command Center dashboard contains preconfigured worklets that provide an overview of payroll data relevant to each processing phase. You can:
You can also configure custom worklets that display data from custom reports. Example: You can copy the Payroll Input Not Processed report and configure it to display on the Pay Cycle Command Center dashboard. |
How do you keep track of payroll processing tasks? | The Pay Cycle Command Center dashboard contains preconfigured worklets that provide access to tasks and reports grouped by payroll processing phases. Examples:
You can edit the Pay Cycle Command Center dashboard or create a custom one to meet your organizational needs. Example: You can:
|
How do you learn about payroll compliance updates? | The Payroll Compliance Updates dashboard provides compliance information for each supported payroll country, listing:
You can drill down on each update to review the impacted workers, pay components, or the effective date. When you process payroll for multiple countries, consider configuring a different preset effective date for each country to account for differences in tax year dates. |
What are your regulatory reporting requirements? (CAN, FRA, USA) | For Payroll for France, you can configure the DSN Command Center dashboard to:
For Payroll for Canada and the U.S., you can configure the Payroll Year End dashboard for easy access to:
|
What information do you want to make available to workers? | The Pay dashboard contains preconfigured worklets that workers access through ESS to view:
The dashboard displays only pay component or pay history results for workers who have payroll results for the previous 3 months. You can add routine tasks to the Pay dashboard based on business needs. Example: You can enable workers to:
When processing payroll externally, you can configure an intersection security group to restrict access to the dashboard to Workday employees. You can configure the dashboard to enable workers to select:
|
Recommendations
To ensure that the dashboards display the most up-to-date data, before accessing payroll admin dashboards:
- Configure continuous payroll calculations and enable an automatic stop to save the step of pausing the calculations.
- To ensure that pay calculations include all updates, verify integrations and run a full payroll recalculation.
Access the Payroll Compliance Updates dashboard at least once per week and before processing regular pay to plan for compliance changes.
For best ESS experience, when you configure the Pay dashboard:
- Set the worklet size to 1X forRecent PayslipsandCompare Periods.
- Set the worklet size to 1X forEarnings/Deductions HistoryandPay History, especially for workers on weekly or biweekly pay periods who have more pay results.
- Sign in to Workday using proxy access to verify the layout and data displayed.
Requirements
No impact.
Limitations
You can't access cross-functional reports, such as Time Tracking dashboards, on the Pay dashboard.
Tenant Setup
Configure the
Edit Tenant Setup - Payroll
task to set:
- Selectable default countries on the dashboards.
- Payslip options for ESS using the Pay dashboard.
Security
Domains | Considerations |
|---|---|
Business Process Administration and Manage: Business Process Definitions in the System functional area. (CAN, US) | Enable users to run year-end business processes from the Payroll Year End dashboard. |
Management Dashboard: Pay Cycle Command Center in the Core Payroll functional area. | Enables users to access the Pay Cycle Command Center dashboard. |
Management Dashboard: Payroll Year End in the USA Payroll functional area. | Enables users to access the Payroll Year End dashboard. |
Management Dashboard: Payroll Year End in the CAN Payroll functional area. | Enables users to access the Payroll Year End dashboard. |
Manage: All Custom Reports in the System functional area. | Enables users to access custom reports regardless of the owner using the dashboards. |
Process: DSN (Run) - FRA in the FRA Payroll functional area. | Enables users to access the DSN Command Center dashboard. |
Security Configuration in the System functional area. | Enables users to manage proxy access policies to verify the Pay dashboard layout. |
Self-Service: My Pay Dashboard in the Core Payroll functional area. | Enables users to access the Pay dashboard through ESS. Each self-service task requires appropriate security access. Example: To view and print payslips, configure the Self-Service: Payroll (My Payslips) domain in the Core Payroll functional area. |
Set Up: Tenant Setup: Worklets in the System functional area. | Enables users to configure dashboards. |
Set Up: Payroll (Taxes View) in the Core Payroll functional area. | Enables users to access the Payroll Compliance Updates dashboard and other data related to taxes. |
Business Processes
You can add tasks to the dashboards to initiate business processes. Example: You can add a task for the
Request Time Off
business process to the Pay dashboard.For Payroll for the U.S., you can only run the
W-2 Year End Process
business process from the Payroll Year End dashboard.For Payroll for Canada, you can only run these year-end business processes from the Payroll Year End dashboard:
- RL-1 Year End Process
- T4 Year End Process
Reporting
Reports or Dashboards | Considerations |
|---|---|
Custom Report Exceptions by Owner report | Identify and troubleshoot exceptions for reports that you enable as worklets but that are unavailable on dashboards. |
Global Library report | Add this report to the Pay Cycle Command Center and Payroll Compliance Updates dashboards to view sample configurations and common compliance requirements. Workday delivers the report with 2 types of configurations:
|
Maintain Dashboards report | Create custom dashboards, and add to and edit preconfigured dashboards. |
Payroll Compliance Update Documentation report | Add this report to the Payroll Compliance Updates dashboard to review compliance updates in Workday by country. The report includes links to external regulatory sites. |
Settlement dashboard | Review settlement activities in your organization such as the unsettled payroll payments by amount. |
Integrations
When workers belong to external pay groups, you can display their external pay data on the Pay dashboard by:
- Enabling the corresponding domains for third-party payroll.
- Using theExternal Payroll Documentsintegration and theExternal Payroll Results Inboundintegration.
Connections and Touchpoints
Features | Considerations |
|---|---|
Retro pay calculations | When you run retro for terminations or hires in prior periods where workers have no payroll activity, Workday generates pay results of zero for those periods. The ESS Pay dashboard hides payslips associated with these retro events. |
Tasks and reports | On Workday-delivered or custom dashboards, you can add:
Example: You can configure the Payroll Audit Exception Summary report as a worklet on the Pay Cycle Command Center dashboard. You can then drill down on the status and severity values and view individual audit exception details. |
Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.