Steps: Set Up Pay Run Categories
- Review setup considerations for run categories.
- Define gross and net pay accumulations.
- Security:Set Up: Payroll - Pay Group Specificdomain in the Core Payroll functional area.
A run category defines processing instructions for a pay run including:
- Who has a pay result.
- Which pay components automatically resolve in a run.
- When a pay component resolves, based on the type of run.
Payroll for the UK and Payroll for Ireland support a single run category approach. This is to ensure PAYE and National Insurance (UK) and taxes (IRL) are calculated correctly, using balance totals from completed pay results. Using multiple run categories can cause unexpected results.
- Access theCreate Run Categorytask.Specify the run category usage:
Option Description Run Category CountryDetermines which pay groups and pay components you can associate with a country.When you leave this field blank, you can add any pay group or pay component group to the run category.When you define a country, you can then add pay groups or pay components that are either:- Defined for the same country.
- Have no defined country.
Used in Payroll InterfaceSelect when using a third-party payroll application.Regular Run CategoryIndicates that the run category is for a regular payroll run rather than a bonus or other type of run.A pay group can have multiple run categories, but only one regular run category. - Define taxation and minimum net pay for on-cycle and off-cycle pay.
- Identify what to pay in different types of payments.
- Payroll for Ireland only supports on-demand and manual additional payments.
- For Payroll for Australia, Canada, the UK, and the U.S., for manual payments, Workday processes the input from theRun Manual Payment for Workertask, and any statutory employer taxes. In some cases, Workday also calculates taxes configured on the run category.
- Workday Payroll for France doesn't support manual payments.
- Add the run category to a payment election rule.
When you calculate on-cycle or off-cycle payroll, Workday refers to the run category to determine who and what to process for the pay period.
Assign the run category to pay groups.
Inform users of conditions that you defined for automatically calculating pay components.