Set Up Cost Allocations for Earnings
Enable worktags for cost allocations.
Security:
Set Up: Payroll (Calculations - Payroll
Specific)
domain in Core Payroll functional area.You can specify how to allocate all instances of an earning for all employees across:
- Cost centers.
- Projects.
- Grants.
- Other organization types and locations.
- Access theCreate EarningorEdit Earningtask.
- Access theCostingsection of theNon-Effective Datedtab.
- To override a forward accrual for a pay period that spans multiple financial reporting periods, select theExclude from Forward Accrualcheck box.
- Click theAddbutton for each set of costing instructions that you want to enter for different time periods.
- As you complete a set of costing instructions, consider:FieldDescriptionStart DateEnd DateDates must not overlap previous or future instructions.Default From Organization AssignmentSelect to use the cost center, fund, or other organizations assigned to the employee.Costing CompanyEnter a costing company for the specified pay component. TheCosting Companycolumn is only available when you select theIntercompany Accounting - Enablecheck box in thePayroll Accountingsection on theEdit Tenant Setup - Payrolltask.Costing Override WorktagLists all worktags identified asRequiredunderPayroll Costing Allocationon theMaintain Worktag Usagetask.You can also select from other worktags that are enabled for payroll costing.If you have set up related worktags, Workday adds the one you select and its related worktags. You can remove any you don't want.Distribution PercentThe sum of all rows must equal 100%.
To split a bonus earning for all workers across cost centers 0001, 0002,
and the worker's default cost center, add 3 rows:
Default from Organization Assignment | Costing Override Worktag | Distribution Percent |
|---|---|---|
Selected | Not applicable. | 34
|
Cost Center: 0001
| 33
| |
Cost Center: 0002
| 33
|
- To edit cost allocations for earnings, access either theEdit Earningor theEdit Earning and Employee Deduction Cost Allocationstask.
- To view all cost allocations defined for earnings and employee deductions, access theAll Earnings and Employee Deductions Costing Allocationsreport.
- You can create custom reports on costing allocations for earnings and employee deductions using theEarnings and Employee Deductions Costing Allocationsreport data source.