FAQ: Payroll History
- Where is payroll history used?
- Workday includes history results in:
- Pay balances.
- Normal payroll results.
- Quarterly and annual tax filing.
- W-2 results.
- T4 and RL-1 results.
- Single Touch Payroll (STP) reporting.
History results don't generate:- Accounting results.
- Payments.
- Payslips (including self-service), advices, or ACH files.
- Payslips (including self-service) or advices.
- Payslips or advices.
- Periodic tax filing.
- DSN reporting.
- Company PAYG Liability reporting through STP.
- For which pay periods can I load payroll history?
- Load payroll history for periods before theOverride First Processing Periodspecified for a worker's pay group.
- What worker data is necessary for payroll history?
- Workers must have a pay group assignment date and a company assignment date that is on or before the begin date of the subperiod for which you’re loading history. A pay group assignment for the full period isn’t necessary.
- How does Workday apply worktag overrides with proration?
- Workday determines the default worktag values for uploaded payments based on the end date of a history period.You can specify subperiod dates within a period for payments that represent a partial period. In this case, Workday applies the default worktag values based on the subperiod end date.Example: Andrew transfers companies midperiod, and receives 1 payment from his former company and another from his new company. The subperiod end date recorded for each payment ensures that Workday assigns the correct worktag values.
- How can I modify completed payroll history?
- To edit completed payroll history for 1 worker, access theRun History Payment for Workertask.You can't use thePut Payroll History Paymentweb service to edit completed payroll history. Instead, use it to load new history payments by batch that represent the difference between the completed payroll history and the results you want.
- How can I load payroll history for a worker who had more than 1 legacy payroll ID in the same tax year?
- Use thePut Payroll IDweb service to load the worker's legacy details. For each legacy payroll ID, assign a unique Workday payroll ID. Then, load the worker's year to date payroll history for each Workday payroll ID.
- Can I load history payments for periods dissimilar to the worker's regular payroll?
- Yes, you can load history payments with a run category different from a worker's run category only if you process the worker's history in the relevant company and tax year.