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Question: An employee has two hourly positions, one in one cost center and one in another. Her Worker Position costing allocation is set up with a 70%-30% split between the two cost centers, each with the appropriate FDM string. It has been agreed that any overtime pay will be charged to the secondary department worktags. How should this be set up? 

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Technically – no.  But there is a way around it. 

Spend Categories = Federal Tax Withholding (SC0722) 

State & Local Tax Withholding (SC0723) 

Employee FICA Tax Withholding (SC0724) 

Employer FICA Tax Withholding (SC0725) 

This Quick Reference Guide (QRG) is designed to inform end users what to consider when initiating a change 
order on a multi-year purchase order that has been rolled forward.

Most likely these are related to a taxable gift.  To verify, you can run the Details for Account Certification report for the impacted worktags and find transactions that originally posted to Spend Category: Employee Recognition Awards Cash & Non-Cash taxable (SC0564). These amounts are often related to gift cards that are taxable to employees and therefore, the expenses are assessed the wage fringe rate.  This does not occur until month-end close, which is why you’re seeing it now on your Account Certification.

If the start date that was selected in the Add Job business process is not a Monday (Academic Division/Wise) or Sunday (MC or UPG), the costing allocation may hit default account for days prior to the position start date and need to be adjusted.

To verify the Start Date for a position, look up the employee in Workday, then select Job from the blue menu on the left. Clicking on the Jobs tab will display each Position and the Start Date:

This appears for a Medical Center employee or position is funded by Academic or UPG FDM strings. The forward accruals functionality is used by the Medical Center to estimate payroll costs through the end of a financial reporting period, but while these expenses may appear as part of month-end close, they are reversed out with an accounting date of the 1^st of the next fiscal period. 

There are two ways to do this:

1) From your inbox task:

a. Find the Revise Costing Allocation task in your My Tasks inbox, then click on the gear icon in the upper right corner.

b. Select “Delete Incomplete”

               c. Click OK to confirm that you want to delete the incomplete business process.

When a One-Time Payment is initiated from an offer or hire business process, you will need to manually enter a Worker Position Earning costing allocation (unlike other One-Time payments that route to your inbox for you to enter the costing into the One-Time Payment itself).  Follow the instructions for entering a Worker Position Earning costing allocation.

Certain costing allocation business processes will trigger a To Do task to appear in your My Tasks inbox (Ex. Assign Worker Position Earning Costing Allocation for FWS Overage).  When you complete that task, the inbox message does not automatically disappear from your inbox.  You need to manually clear it out of your inbox by clicking Submit within the task message.  

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.

When the Account Certifications are created, it is associated to a position ID. 

If your position changed and:

• You had previous Account Certifications that still needed to be completed.

AND

• In your new position, you are still responsible for completing the Account Certification.

The Gift account certifications are always routed to the Cost Center Fiscal Specialist to be prepared.  However, they are routed to an approver depending on whether they are in the Allocated Gifts hierarchy or not.  Those in the Allocated Gifts hierarchy will route to the Cost Center Manager for approval.  Those that are NOT in the Allocated Gifts hierarchy will route to the Unit Gift manager for approval.