Workday for Payroll

The following resources help you understand foundational Payroll concepts such as how Payroll connects to HCM and Finance in Workday, a comprehensive to do list and reports to run each paylock, and payroll cutoff dates…

• View important Payroll Dates including Payroll Cutoff and Off-Cycle Payroll Check Requests on the Payroll website.
• Review the Paylock Checklist for Departments with actions to take pre- and post-payroll and helpful reports to run.
• Watch the Elevating Cougs How to Make Payroll Cutoff Stress Free session.
• Learn more about off-cycle payroll check requests on the Payroll website.
• Understand what constrained proxy for retroactive payroll reporting is in Workday
• Understand how Payroll connects to HCM and Finance in Workday with examples and easy to follow diagrams.

Visit the Payroll website for more Payroll resources.

The following resources help you view where a business process routes and who the next approver is of an in-progress event in Workday…

• Find the next steps in an in-progress business process transaction.

The following resources help you submit a Delegation request:

• Submit a ticket to request a delegation when the faculty or staff member is unable to do so themselves
• Learn how delegations work in the Workday system.

For more about Delegations, visit Workday Essentials.

Visit the Workday Essentials page to learn more about essential concepts for all employees who initiate, review, or approve business processes, and to access relevant support and resources.

The following links help HR Partners, Timekeepers, and Time Approvers, with payroll related tasks…

• Enter and correct time on behalf of an employee as an HR Partner or Timekeeper.
• Approve time as a Manager (Time Approver).
• Review a list of helpful reports for managing missing, not submitted, or unapproved time and time off.
• Learn more about the monthly Mass Time Submission process.
• Understand what’s involved in issuing Temporary Payroll Processing Numbers (TPPNs) for new hires.

For additional information about Time and Leave and other HCM processes visit the Workday for Human Resources webpage.

The following links help Cost Center Managers, Grant Managers, Accountants, Effort Cert Reviewers, and others with payroll related tasks…

• Understand how to code cost share transactions and approve cost share using a grant worktag. The guide includes steps to setup a cost share on a Payroll Costing Allocation.
• Learn how to create a payroll accounting adjustment.
• Review costing allocation hierarchies and learn how to assign costing allocations.

Costing allocations apply to staff positions and setting up payroll.

While we can’t eliminate the need for all Payroll Accounting Adjsutments (PAAs), understanding how to reduce the number of PAAs you need to run can help you prevent as many as possible and make them easier to complete and review.

For more grants administration resources, visit the Workday for Faculty page.

The following links help payroll departmental processers, with payroll related reports…

• Review the Paylock Checklist for Departments with actions to take pre- and post-payroll and helpful reports to run.
• Review a list of helpful reports for managing missing, not submitted, or unapproved time and time off.
• Helpful reports for Department Payroll Personnel.

How to read and view payslips

• Understand how to find your payslip.
• Learn how to read and understand your payslip.

Payment elections and withholding elections

• Learn how to complete payment elections, for example Direct Deposit, in Workday.
• Complete Federal Withholding Elections on the W-4 form so the University can calculate the withholdings from an employee’s paycheck for federal taxes.
• Complete State and Local Withholding Elections on the W-4 form to let the University know how much to withhold from an employee’s paycheck for state and local taxes.

For questions about state taxes, submit a Payroll ticket to the Workday Service Desk.

Addresses

• Change Home Contact Information

An employee’s home address drives resident tax jurisdiction, as well as work tax jurisdiction when working from home with an updated alternate work location.

Additional helpful information

• Payment Guidance for less-than-12-month Employees
• Learn more about FICA Exemptions on the Payroll website.
• University BPPM. for Employee Annual Leave Payout.