Set Up Union Rates for Paid Family and Medical Leave (USA)
Security:
Set Up: Payroll - Company Specific (Taxes) - USA
domain in USA
Payroll functional area.You can define union tax rates for states with paid family and medical leave.
Workday uses your union rates to override default rates for paid family and medical
leave. If you don't set up union rates, Workday uses the preset rate for the payroll
tax authority.
- Access theEdit Company State and Local US Tax Reportingtask.
- As you complete theUnion Ratetab, consider:
選項 說明 Start DateWhen you're entering a tax for the first time, enter aStart Date.End DateWhen you're changing tax information, Workday recommends that you enter anEnd Dateto the existing row. You can then add a row with a newStart Dateand change data as needed.UnionSelect the union related to the tax rate.TaxSelect the paid family and medical leave tax.
Workday applies the rates in this order:
- Override rate for unions on theUnion Ratetab.
- Company override rate on theStatetab.
- Preset rate for the payroll tax authority. You can view the rate using theView Payroll Tax/ Allowance Datareport.
(Optional) To review union tax rates that you set up in the company, add the
Union Rate - Union
field on custom reports.