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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Pay Group Automatic Assignments

Steps: Set Up Pay Group Automatic Assignments

  • Review setup considerations for pay groups.
  • Create a pay group.
You can set up rules to propose a default pay group for worker when assigning a pay group either:
  • During certain business processes.
  • With the
    Assign Pay Group
     task.
Workday recommends that you define an automatic assignment rule for each pay group.
A pay group automatic assignment rule supersedes any pay groups that default from a position assignment.
  1. Access the
    Create Pay Group Automatic Assignment Rule
     task.
    Create a rule with 1 or more conditions.
    Example: To automatically assign a pay group for workers for Company A in City 1, add these
    Rule Conditions
    :
    And/Or
    Source External Field or Condition Rule
    Relational Operator
    Comparison Type
    Comparison Value
    [blank]
    Company - Current
    any in the selection list
    Value specified in this filter
    Company A
    And
    Location -Current
    any in the selection list
    Value specified in this filter
    City 1
    Security:
    Set Up: Tenant Setup - Payroll
     domain in the System functional area.
  2. Access the
    Test Pay Group Automatic Assigned Rule
     report to test the automatic assignment rule.
    From the
    Worker Event
     prompt, select the event associated with an
    Assign Pay Group
     business process that you want to test.
    Security:
    Set Up: Tenant Setup - Payroll
     domain in the System functional area.
    Workday displays the
    Result
     of the condition rule.
  3. Access the
    View Pay Group
     report and select
    Organization > Edit Organization
     from the related actions menu on the pay group.
    Add a row to the
    All Pay Group Assignment Rules
     grid, and select your automatic assignment rule from the
    Pay Group Automatic Assignment Rule
     prompt. You can only have 1 active rule per pay group.
    Security:
    Set Up: Payroll - Pay Group Specific
     domain in the Core Payroll functional area.
  4. Configure the
    Assign Pay Group
     business process in the Core Payroll functional area.
    (Optional) Add the
    Review Pay Group Assignment
     action to enable a pay administrator to review and override the proposed pay group. If you don't add a review step, Workday automatically assigns the pay group from the assignment rule.
  5. (Optional) Add the
    Assign Pay Group
     business process as a subprocess to a staffing transaction.
    1. Add
      Assign Pay Group
       after the staffing change step, such as
      Change Organization Assignments
      .
    2. From the
      Group
       prompt, select the role responsible for the pay group assignment, such as the payroll administrator.
Workday uses the pay group automatic assignment rule to determine the pay group for each eligible worker either. Workday displays a
Proposed Pay Group
 on:
  • The business process notification for the
    Assign Pay Group
     business process.
  • The
    Assign Pay Group
     task.
When either no pay group or multiple pay groups match the automatic assignment rule, the
Proposed Pay Group
 field is left blank and you must select a pay group.