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Administrator Guide
Last Updated: 2025-05-30
Reference: Payroll Year-End Dashboard

Reference: Payroll Year-End Dashboard

The
Payroll Year End
 dashboard provides easy access to:
  • Commonly used year-end tasks.
  • Current estimates for year-end forms.
  • Past year-end form statistics.
  • Year-end business processes.
  • Status of year-end forms.
Security:
Management Dashboard: Payroll Year End
 domain in the CAN Payroll or USA Payroll functional area.
The
Payroll Year End
 dashboard doesn't support companies that are in a company relationship.
The dashboard provides these year-end processing and form worklets:
Worklet
Description
Payroll Year End Process
Displays:
  • The status of the year-end business process.
  • The person responsible for the next step.
You can launch the year-end business processes from this worklet only.
Last 5 Years (Forms/ Employees)
Displays:
  • Employee counts for original and corrected tax forms.
  • Percentage of forms corrected by form type and tax year.
  • Tax forms by employee, company, and tax year.
Estimated Form Types Needed (Employees)
Displays projected requirements for:
  • Form types for the selected tax year.
  • Number of employees requiring each form by company.

Payroll for the U.S.

You can add year-end tasks as menu items on the dashboard using the
Maintain Dashboards
 report. Workday recommends that you add these tasks under these section labels:
Section Label
Item
Preparation
  • Create Ledger Year and Ledger Periods
  • Edit Company Third Party Personal US Tax Reporting
  • Edit Company Federal US Tax Reporting
  • Edit Tenant Setup - Payroll
  • View Earnings
  • View Deductions
  • Edit Period Schedule
  • View W-2 Box Configuration
  • Maintain W-2 Sorting Setup
  • Company Payroll Printing Options
Audit
  • Audit - Negative Wages or Tax (by Worker)
  • W-2 preview
  • View W-2 Errors
  • Company W-2 Audits
  • Company W-2C Audit
Create/Distribute
  • Create W-2 Data
  • View W-2 Form Data
  • View Third Party Sick Pay Recap Form Data
  • Create W-2 Forms
  • Cancel W-2 Data
  • Create W-2C Data
  • W-2C Preview
  • View Third-Party Sick Pay Correction Recap Form Data
  • Create W-2C Forms
  • Cancel W-2C Data
  • View Existing W-2/ W-2C Printing Run
  • Publish US Year End Tax Documents
  • Launch/ Schedule Integration

Payroll for Canada

You can add year-end tasks and reports as menu items on the dashboard using the
Maintain Dashboards
 report. Workday recommends that you add them under these section labels:
Section Label
Item
Preparation
  • Edit Tenant Setup - Payroll
  • View Earnings
  • View Deductions
  • Edit Period Schedule
  • View Canada Year End Box Form Configuration
  • Company Federal CAN Tax Reporting
  • Company Province CAN Tax Reporting
  • Worker CAN Tax Elections
  • Company Payroll Printing Options
  • CAN Year End Tax Documents Printing Elections
  • Maintain Canada Year End Sorting Setup
  • Maintain RPP or DPSP Registration Number Configuration
  • Override RPP or DPSP Registration Number for Worker
  • View Override RPP or DPSP Registration Numbers
Audit
  • PIER Exception Report - CPP/QPP
  • PIER Exception Summary - CPP/QPP
  • PIER Exception Report - CPP2/QPP2
  • PIER Exception Report - EI/QPIP
  • Canada Company Year End Audit
  • T4 Preview
  • T4 Preview - Other Info
  • T4 Corrections Preview
  • T4 Corrections Preview - Other Info
  • T4A Preview
  • T4A Preview - Other Info
  • T4A Corrections Preview
  • T4A Corrections Preview - Other Info
  • T4A-RCA Preview
  • T4A-RCA Corrections Preview
  • RL-1 Preview
  • RL-1 Preview - Additional Info
  • RL-1 Corrections Preview
  • RL-1 Corrections Preview - Additional Info
  • RL-2 Preview
  • RL-2 Preview - Additional Info
  • RL-2 Corrections Preview
  • RL-2 Corrections Preview - Additional Info
  • NR4 Preview
  • NR4 Corrections Preview
  • Year End Variance in T4 Box 14
  • Year End Variance in RL-1 Box A
Create/Distribute
  • Create T4 Data
  • View T4 Form Data
  • View T4 Form Data - Other Info
  • View T4 Summary
  • Create T4 Forms
  • Create T4 Corrected Data
  • Create T4A Data
  • View T4A Form Data
  • View TA Form Data - Other Info
  • View T4A Summary
  • Create T4A Forms
  • Create T4A Corrected Data
  • Create T4A-RCA Data
  • View T4A-RCA Form Data
  • View T4A-RCA Summary
  • Create T4A-RCA Forms
  • Create RL-1 Data
  • View RL-1 Form Data
  • View RL-1 Form Data - Additional Info
  • View RL-1 Summary
  • Create RL-1 Forms
  • Create RL-1 Corrected Data
  • Create RL-2 Data
  • View RL-2 Form Data
  • View RL-2 Form Data - Additional Info
  • View RL-2 Summary
  • Create RL-2 Forms
  • Create RL-2 Corrected Data
  • Create NR4 Data
  • View NR4 Form Data
  • View NR4 Summary
  • Create NR4 Forms
  • Create NR4 Corrected Data
  • Publish Employee Canada Year End Tax Documents
  • Launch/ Schedule Integration