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Administrator Guide
Last Updated: 2023-06-23
Set Up Pay Component Eligibility

Set Up Pay Component Eligibility

Add the pay component to a pay component group.
Security:
Set Up: Payroll (Calculations - Payroll Specific)
 domain in the Core Payroll functional area.
Using precise criteria can reduce the time to calculate payroll. When you don't configure pay component eligibility, Workday calculates the pay component for every:
  • Run category.
  • Pay group.
  • Worker.
  • Pay run.
When workers aren’t eligible for a pay component, their pay results can display a zero value for that component.
Changing the eligibility criteria of pay components that are part of payroll results can affect retro pay calculations. For a pay component in a prior period, Workday applies the current worker eligibility criteria to the worker's data on the retroactive event effective date.
  1. Access the
    Create Earning
     or
    Create Deduction
     task.
  2. As you complete the
    Criteria
     section of the
    Effective Dated
     tab, consider:
    Option Description
    Run Category Eligibility
    When you use more than 1 run category and the pay component applies to only some of them, select those categories.
    When the
    Country
     field on the pay component is:
    • Empty, select any run category.
    • Populated, select run categories associated with no country, or with at least 1 of the listed countries.
    Pay Group Detail Eligibility
    The pay component only applies to workers in that pay group.
    Worker Eligibility
    You can see all available calculations on these reports:
    • All Instance Set Comparison Calculations
    • All Instance Value Calculations
    • All Logic Calculations
    • All Value Comparison Calculations
    To create your own worker eligibility rules, select
    Create
     from the
    Worker Eligibility
     prompt and 1 of these calculations:
    • Create Instance Set Comparison Calculation
    • Create Logic Calculation
    • Create Value Comparison Calculation
    When you add the criteria in 1 row, workers must meet all conditions of that row. When you add criteria in multiple rows, workers must meet all conditions of at least 1 row.
    Scheduling
    You can control when a pay component resolves, such as:
    • On the first pay period of the month by selecting
      Scheduling: First Period of Month (based on Payment Date)
      .
    • When you enter payroll input by selecting
      Payroll Input Exists for Pay Component
      .
These examples illustrate how Workday applies the
Worker Eligibility
 field.
Workers Meet All Conditions (CAN, UK, USA)
You give a worker a midperiod promotion and a raise. The worker contributes to their retirement plan, but you don't configure the retirement deduction for proration. To prevent the deduction from resolving twice for the pay period, select these conditions on the same row:
  • Benefits: Benefit Plan Percentage Exists (and <> 0)
  • Pay Component Not Previously Paid in Period
Workers Meet 1 Condition
You want to resolve an earning only for workers with an hourly pay rate type or a payroll input. To do so, select these conditions on each row:
  • Pay Rate Type as of Period Start Date = Hourly
  • Pay Rate Type as of Period End Date = Hourly
  • Payroll Input Exists for Pay Component
Workers Meet 1 or More Conditions
You want to exclude workers hired and terminated midperiod, and only process workers that have either an:
  • Hourly pay rate type as of the period begin date, and payroll input.
  • Hourly pay rate type as of the period end date, and payroll input.
To do so, select these conditions per row:
  • Pay Rate Type as of Period Start Date = Hourly
     and
    Payroll Input Exists for Pay Component
  • Pay Rate Type as of Period End Date = Hourly
     and
    Payroll Input Exists for Pay Component
Enter earnings and deductions calculations.