Identify Who to Process in Run Categories

Security: Set Up: Payroll - Pay Group Specific
domain in Core Payroll functional area.

You can identify which workers to process in a payroll run. Workday creates a payroll result for processed workers, even if it’s a zero result.

You can process any combination of:

Active workers.

Workers on leave (leave type has a payroll effect).

Terminated workers.

You can define additional selection criteria for each status.

For Payroll for Australia, France, Ireland, and the UK, create at least one regular run category. Examples: Regular (AUS)
, Regular (FRA)
.

Access the

Create Run Category

task.

As you complete the

Workers to Process

section on the

General

tab, consider:

Workers selected for processing must also meet requirements for worker eligibility on pay components.

Option	Description
Status	Identify the type of workers to process. Example: Active workers, workers on leave, terminated workers. See Reference: Payroll Processing Statuses for Run Categories. To improve processing time, select the most specific status that applies. See Reference: Calculations for Pay Run Categories.
Selection Criteria	Identify any additional criteria for each status when processing workers. Example: Type of leave, type of contract. Narrowing the population of workers to process optimizes performance. See Reference: Calculations for Pay Run Categories. You can select Workday-owned calculations that return a value of true or false, or create your own calculations. Use calculations that reference the run category, pay accumulation, or worker as opposed to calculations that reference a pay component. See Workers must satisfy all criteria that you specify in the same row (AND logic). If you define criteria in separate rows, they must meet criteria in at least 1 row (OR logic). If a status has no selection criteria, Workday processes all workers with that status, including workers without payroll input. For Payroll for Canada, Ireland, the UK, and the U.S, you typically don't need to define selection criteria for the Active status. For Payroll for France, you don't need to define selection criteria for the Active status in a regular run category.

Option

Description

Status

Identify the type of workers to process. Example: Active workers, workers on leave, terminated workers.

See Reference: Payroll Processing Statuses for Run Categories.

To improve processing time, select the most specific status that applies. See Reference: Calculations for Pay Run Categories.

Selection Criteria

Identify any additional criteria for each status when processing workers. Example: Type of leave, type of contract. Narrowing the population of workers to process optimizes performance. See Reference: Calculations for Pay Run Categories.

You can select Workday-owned calculations that return a value of true or false, or create your own calculations. Use calculations that reference the run category, pay accumulation, or worker as opposed to calculations that reference a pay component. See

Workers must satisfy all criteria that you specify in the same row (AND logic). If you define criteria in separate rows, they must meet criteria in at least 1 row (OR logic).

If a status has no selection criteria, Workday processes all workers with that status, including workers without payroll input.

For Payroll for Canada, Ireland, the UK, and the U.S, you typically don't need to define selection criteria for the Active
status.

For Payroll for France, you don't need to define selection criteria for the Active
status in a regular run category.

When processing payroll, Workday processes workers who meet the criteria on the

General

tab.

You want to set up the run category to process all workers who are active, on leave, or terminated and who have one-time payroll input.

In the

Workers to Process

grid, add a row for each

Status

Active with One-Time Payroll Input

On Leave with One-Time Payroll Input

Terminated with One-Time Payroll Input

Workers with payroll input who are considered Active
for the March (monthly) pay period include:

Jane, who was terminated March 16 (active on the period start date).

John, who returned from leave on March 25 (active on the period end date).

Adrian, who is on a position-based leave (with payroll effect) from February 15 through April 15 for one of her 2 jobs in the processed pay group.

Carlos has jobs in different pay groups:

Job 1, the primary job, is in pay group X and is Active

Jobs 2 and 3, in pay group Y, are on position-based leave. Carlos is considered On Leave
when you process pay group Y, because all his jobs in that pay group are on position-based leave.