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Administrator Guide
Last Updated: 2024-03-08
Example: Configure the Pay Cycle Event Business Process

Example: Configure the Pay Cycle Event Business Process

This example illustrates 1 way to configure the
Pay Cycle Event
 business process.
To ensure that Workday always performs certain steps when processing payroll, you configure the
Pay Cycle Event
 business process to reflect the specific process. You configure the
Pay Cycle Event
 business process for the CAN Semi-monthly pay group to reflect the steps in your payroll processing checklist.
  1. Access the
    Pay Cycle Event (Default Definition)
     business process definition. From the related actions menu, select
    Business Process
    Copy or Link Business Process Definition
    .
    1. Select
      Copy Workflow Definition to Business Object
      .
    2. Select the appropriate pay group.
  2. Modify the business process to include these steps:
    Order
    Type
    Specify
    a
    Initiation
    A business process always starts with an
    Initiation
     step. Choose one of the following options:
    • Submit
      : Records the current actions taken for this step and enables the business process to continue to the next step.
    • Save for Later
      : Saves input for this step for review or changing later. Workday saves data temporarily so that it reappears when you reopen the step. However, Workday doesn't submit the data until you click
      Submit
      .
    For more information, see: Concept: Initiation Step.
    b
    To Do
    Update Prenotes
    (Not used in the UK.)
    You can update individual prenote payments to mark them as errors, cancel, reverse the accounting, or to mark them as complete.
    b
    Report
    Business Process Transactions Awaiting Action
    View business processes awaiting action, who it's waiting for, how long it has been waiting, and how many days past due.
    c
    To Do
    Run Retro Pay Calculation
    Recalculate earnings and deductions for workers with supported retroactive changes for a completed period. Workday calculates the difference between prior and recalculated results and includes it with the worker's current payroll results.
    d
    To Do
    Retro Calculation Processing Report
    Enables you to analyze the cause of your retro processing and the retro effect on your payroll results. You can also use this report to perform these actions on the retro results of 1 or more workers:
    • Complete
    • Suspend
    • Cancel
    e
    To Do
    Run Retro Pay Complete
    Complete the retro pay calculation process for 1 worker or a group of workers. You can't rerun the process after it's marked complete.
    f
    Report
    Employee Data Changes Between Date Range
    Enables you to view data changes entered during the specified date range.
    g
    Action
    Review Payroll Input by Worker(s)
    Lists payroll inputs for workers based on selection criteria, such as
    Start Date
    ,
    End Date
    , and
    Pay Components
    . It also displays whether a payroll input was part of regular or retro pay calculation results.
    h
    Batch/Job
    Payroll Run Pay Calculation
    Calculates payroll in the selected pay groups or pay run groups for workers whose pay result status is
    Not Yet Started
    .
    i
    Action
    Review Pay Calculation Results
    Review payroll results for errors or missing information.
    i
    To Do
    Run Payroll Audit
    Runs configured audit rules to find payroll result exceptions.
    i
    Report
    Payroll Audit Exceptions
    Enables you to filter by status levels and severity counts, view audit exception details, and track the progress of audits.
    i
    Report
    Payroll Input Not Processed
    Enables you to look for pay input entries that didn't get processed.
    i
    Report
    Payroll Accounting by Company/Period
    Enables you to accomplish a pre-payroll accounting audit.
    i
    To Do
    Conduct a Pre-Payroll Accounting Audit
    An audit of payroll accounting before running payroll.
    j
    To Do
    Final Payroll Approval
    k
    Batch/Job
    Payroll Run Pay Complete
    You can run this task to complete payroll processing.
    l
    Report
    Payroll Accounting by Company/Period
    Report you can run to conduct a post-payroll accounting audit (below).
    l
    To Do
    Post-Payroll Accounting Audit
    An audit of post-payroll accounting.
    m
    To Do
    Create Settlement Run
    Create, edit, preview, and process settlement runs to settle unpaid open items and pending payments. Workday interacts with banks to send outbound payments and receive inbound payments.
    n
    To Do
    Tax Filing Periodic Data by Company
    View tax filing data for selected periods, pay run groups, or pay groups. Enables you to reconcile your periodic tax liabilities.