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Administrator Guide
Last Updated: 2025-01-24
Define Cost Allocations for a Worker as Part of a Staffing Event

Define Cost Allocations for a Worker as Part of a Staffing Event

  • Enable worktags for cost allocations. See: Steps: Enable Worktags for Cost Allocations.
  • Add the
    Assign Costing Allocation
     business process as a step in your staffing business processes, such as
    Hire
     or
    Termination
    .
  • Configure the
    Assign Costing Allocation
     business process and security policy in the Core Payroll functional area.
As a step in the hiring process or another staffing event, you can allocate 1 or more worker earnings across:
  • Cost Centers.
  • Projects.
  • Grants.
  • Other organization types and locations.
For Payroll for Canada, the UK, and the U.S., if you enable multiple jobs on your Workday tenant, workers can have cost allocations that differ by position.
The costing hierarchy for employee earnings overrides the cost allocations you specify for an employee's earnings or their position.
  1. When you receive an automated notice requesting you to assign costing allocations to a worker as part of the hiring process or staffing event, select:
    Option
    Description
    Include Existing Allocations
    Revise the cost allocations using the
    From
     and
    To
     date filters and reload the data using
    Refresh Costing Allocation
    .
    By default, the
    From
     field is the current date.
    Costing Allocation Level
    Identify which earnings to allocate:
    • Worker
      : all the worker's earnings
    • Worker, Position, and Earning
      : a selected earning for the worker's position
    • Worker and Earning
      : a selected earning for the worker
    • Worker and Position
      : all earnings for the worker's position
    Earning
    When the
    Costing Allocation Level
     is
    Worker, Position, and Earning
     or
    Worker and Earning
    , select from all earnings or the earnings belonging to the worker's (or position's) compensation plans.
  2. (Optional) Select the
    Copy Position Restriction Costing Allocation
     check box to modify position restrictions for the employee's position.
    This check box is available for
    Worker and Position
     allocations, only if you:
    • Use the Position Management staffing model.
    • Are allocating costs as part of the
      Hire
       business process.
  3. As you complete the task, consider: