Steps: Set Up Payroll Accounting Adjustments

Set up payroll accounting.

You can configure Workday to enable users to adjust accounting.

Configure the Create Payroll Accounting Adjustments
business process and security policy in the Core Payroll functional area.

See Steps: Configure Business Process Definitions.

(Optional) You can create conditional steps for routing rules and alerts using these fields:

Change Reason Code

Date Requested

Days Since Initiated

Edit Domain Security Policies.

Configure these domains in the Core Payroll functional area for the initiator:

Reports: Pay Calculation Results for Worker (Results)

Reports: Pay Calculation Results for Pay Group (Accounting Results)

Reports: Pay Calculation Results for Organization (Accounting Results)

Reports: Pay Calculation Results (Results - Security based on Pay Component Security)

Set Up: Payroll (Calculations - Payroll Specific)

(Optional) Include a questionnaire in the business process to capture supporting information about the adjustment, and then display the completed questionnaire on an approval step.

Create a questionnaire.

Add the Complete Questionnaire
step to the Create Payroll Accounting Adjustments
business process, using the

Edit Business Process

task.

Workday recommends that you attach only 1 questionnaire.

(Optional) For Payroll for the U.S., make the questionnaire response viewable in the approval step, using the

Business Process

Configure Supporting Information

related action.

Add the security groups on the approval or review steps of the Create Payroll Accounting Adjustments
business process to the Questionnaire Results
domain.

See Concept: Questionnaires.

(Optional) For Payroll for the U.S., to make payroll accounting adjustments for effort certification quicker and more accurate, add a

Create Payroll Accounting Adjustments for Effort Certification

action step to the Effort Certification
business process.

This step initiates the Create Payroll Accounting Adjustments
business process.

See .

Create Business Process Condition Rules

Edit Business Process Security Policies

Edit Business Processes

Create Payroll Accounting Adjustments