Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-01-26
Map Pay Components to Benefit Plans

Map Pay Components to Benefit Plans

Define the pay component calculation. See Set Up Pay Component Related Calculations.
If the pay component comes from a benefit plan, set up a plan, such as health care, insurance, or retirement savings.
Security:
Set Up: Payroll (Calculations - Payroll Specific)
 domain in the Core Payroll functional area.
Identify the source of the benefit or configure it to accept payroll input.
  1. Access the
    Create Earning
     or
    Create Deduction
     task.
  2. Complete the
    Non-Effective Dated
     tab:
    Option Description
    Benefit Plan
    Select an employer-paid benefit, such as
    Health Care
     or
    Insurance Plans
    .
    For Payroll for Canada and the U.S., for multiple benefit plans with different limits, Workday recommends that you don't map the benefit plans to the same earning or deduction.
    For Payroll for France, to ensure correct DSN reporting, when setting up health care plans, don't map the same deduction to more than 1 health care benefit plan reported as prevoyance in a DSN.
    Benefit Group Coverage
    For earnings only.
    Select the group that the plan covers.
    Coverage/Cost as of Payment Date
    When cleared, Workday takes the deduction if the pay period end date is on or after the deduction begin date.
    When selected, Workday takes the deduction if the payment date is on or after the deduction begin date. Workday doesn't consider in which pay period the deduction begins.
    Workday doesn't prorate a worker's benefits when they change midperiod.
    Example: For weekly or bi-weekly pay periods that cross benefit plan years at the end of the year, use the check box to determine whether you use rates from 1 year or the next. In this way, you can prevent issues caused by using deduction rates from the wrong year.
    The check box applies to the deduction all year round. Don't select or clear the setting just to affect a cross-year result.
    Because there's no effective date, if the deduction is configured to recalculate in retro, changing the setting part way through a year can adversely affect your retro calculations.
  3. (Optional) For Payroll for France, on the
    Effective Dated
     tab, in the
    Worker Eligibility
    grid, add
    Employee Enrolled in Benefit Plan as of Sub Period End Date
     when you need to calculate different earnings or deductions for each subperiod.
    For retro benefits, use the
    Worker's Health Care Coverage Target as of Sub Period End Date (Benefits)
     report field in the
    Create Lookup Table
     task to calculate benefits contributions by subperiod when a benefit plan changes during the pay period. See Example: Create Advanced Lookup Tables for Benefit Rates (FRA).
For Payroll for France, when you store benefit rates in an advanced lookup table, configure the deduction calculation to use a lookup calculation for the lookup table containing the rates.