Resources

Why is Worker Position - Period Activity taking precedence over the costing allocation I had set up?

Workday follows a costing allocation hierarchy.  If an employee is receiving pay through a Period Activity Pay, this takes precedence over any other costing allocations that may be set up for that worker (Ex.

The Decision Tree maps out corrections paths for certain tasks. See file at the bottom of the page for a graphic decision tree.

 

Workday tasks used to correct the FDM worktags on posted transactions

 

Internal Service Delivery:

These slides cover:  how to Create a Payroll Accounting Adjustment in Workday, how to run reports related to Payroll Accounting Adjustment, how to Request a Payroll Accounting Adjustment for Oneself, and how Create a Historical Payroll Accounting Adjustment

These slides cover the following:
• The purpose of costing allocations and the high-level business
process
• When and how to assign various types of costing allocation:
− Worker Position
− Worker Position Earning
• The various requirements when allocating costs to grants: Salary
over the Cap (SOC), cost share, temp workers, approval routing,
and Federal Work Study
• How to maintain existing costing allocations
• How to request a costing allocation for oneself
• How to run reports related to Payroll Costing

These course slides cover the following:
• Which business processes use costing allocation and costing
override as a subtask
• How to process Inbox Tasks that are routed to you as part of the
following Human Capital Management (HCM) Tasks:
− Hire, Add Job, Change Job
− Period Activity Pay
− One-Time Payment

This Quick Reference Guide (QRG) is designed to walk employees through the process of adding, deleting, and viewing tags and comments on transactions in Workday. The tag and comment functionalities allow users who have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

Pay Group Period Number Period Start Date Period End Date Data Entry and Approval Deadline Payroll Payment Date
Pay Group Period Number Period Start Date Period End Date Data Entry and Approval Deadline Time Entr
Pay Group Period Number Period Start Date Period End Date Data Entry and Approval Deadline Time Entry Deadline<
Pay Group Period Number Period Start Date Period End Date Data Entry and Approval Deadline Payroll Payment Date
Pay Group Period Number Period Start Date Period End Date Data Entry and Approval Deadline Time Entry Deadline (always due at 12:00pm)

Update June 26, 2023: You can now use Workday to submit Payroll Accounting Adjustment Requests of all types (e.g., for UPG or Medical Center employees). 

Use this Quick Reference Guide for more information:  https://uvafinance.virginia.edu/resources/request-payroll-accounting-adjustment-qrg