Payroll Costing Allocations
In Workday, payroll costing allocations allow you to direct where payroll is charged (similar to labor distribution in Banner). Payroll costing allocations are required whenever payroll is charged to worktags other than an employee's Default Organization (cost center/fund/program). Examples include:
- When payroll is to be split between multiple worktags
- When a designation, gift, grant, or activity is required
- For temporary allocations due to short-term arrangements (such as grants)
Payroll costing allocations apply to position management, job management, and period activity pay.
Initiators
- Administrative Support
- Cost Center Assistant
- Cost Center Manager
- Finance/Budget/Student Employment
Approvers
- Cost Center Manager
- Grant Manager
- Gift Manager
- Designation Manager
- Finance/Budget, when applicable
Business Processes
Payroll costing allocations may be designated within these Human Capital Management (HCM) Business Processes:
- Job Requisition
- Create Position (information on costing allocations is requested as part of a required comment)
- Hire
Default Org Assignment vs. Payroll Costing Allocations
Default Org Assignments (Org = organization)
- Cost Center + Fund + Program worktags
- Required on every position or period activity pay
- Automatically populated when employee signs in for completing expense reports
- Where payroll will post if no costing allocations are in place
Payroll Costing Allocations
Position Restriction Costing Allocations (for Position Management positions)
- When payroll is to be split between multiple worktags
- When payroll should be charged to a designation, gift, grant, or activity
Worker Position Costing Allocations (for Position Management positions)
- For temporary allocations due to short-term arrangements (such as grants)
Worker Position Costing Allocations (for Job Management positions)
- When payroll is to be split between multiple worktags
- When payroll should be charged to a designation, gift, grant, or activity
How Workday Determines Where Payroll Will Be Charged
- First, Workday looks to see if a Worker Position Costing Allocation is in effect.
- Second, Workday looks to see if a Position Restriction Costing Allocation is in effect.
- Lastly, Workday will charge payroll to the Default Organization Assignment.