Steps: Prepare and Load Payroll History

Review setup considerations for payroll history.

Set up all pay components, including those used in statutory calculations and withholding orders.

Set up all pay components and calculations, including those used in statutory calculations and court orders.

Before running your first pay calculation in Workday, you can load historical payroll payments from external systems.

Payroll history is payroll data:

For dates on or after the worker's hire date.

For periods before the

Override First Processing Period

for the worker's pay group.

When you load history before your first calculation, Workday:

Includes the history data in quarter-to-date and year-to-date calculations.

Includes the history data in year-to-date calculations.

Apply limits and self-correcting logic to the correct amounts when you go live.

You can add and correct history after running Workday payroll.

Determine the scope of the historical data, including:

Which periods the data covers.

Which data and calculations to load.

See 概念︰要載入的薪資記錄.

Create payroll periods for historical data.

See 設定工資和時間追蹤週期計劃.

Load historical data.

Steps: Load Payroll History by Batch.

Enter or Correct Payroll History for a Worker.

Access the

Pay Calculation Results for Worker

and

Pay Calculation Results for Group of Workers

reports to verify results.

Security: These domains in the USA Payroll functional area:

Reports: Results for Worker (Pay Calculation) - USA

Security: These domains in the CAN Payroll functional area:

Reports: Results for Worker (Pay Calculation) - CAN

Reports: Pay Calculation Results for Pay Group (Results) - CAN

Security: These domains in the FRA Payroll functional area:

Reports: Results for Worker (Pay Calculation) - FRA

Reports: Pay Calculation Results for Pay Group (Results) - FRA

Security: These domains in the UK Payroll functional area:

Reports: Results for Worker (Pay Calculation) - UK

Reports: Pay Calculation Results for Pay Group (Results) - UK

Security: These domains in the AUS Payroll functional area:

Reports: Results for Worker (Pay Calculation) - AUS

Reports: Pay Calculation Results for Pay Group (Results) - AUS

Access the

Run History Pay Complete

task.

Complete your historical pay results. If you have results for multiple periods, complete results in chronological period sequence.

Security: Process: Load, Calculate, Cancel, Complete History
domain in the Core Payroll functional area.

You can't reverse or cancel completed payroll history. If necessary, you can modify completed history results or zero-out results, using the

Run History Payment for Worker

task.