Manual Input. Earnings & Deductions Trinity Health. All Rights Reserved. 1
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1 Manual Input Earnings & Deductions 2014 Trinity Health. All Rights Reserved. 1 1
2 Housekeeping Do not place us on hold Close other programs Ask questions by raising your hand or by using Chat You may be asked to interact during the session, including: Chat, Status Icons, and Activity Report Outs 2014 Trinity 2015 Health. Trinity All Health Rights - Livonia, Reserved. MI 2
3 Reflection 2014 Trinity Health. All Rights Reserved. 3
4 Course Introduction 2014 Trinity Health. All Rights Reserved. 4
5 Course Objectives At the end of this session you, will be able to: Manually add earnings to a paycheck Edit or delete a manual entry Re-calculate the check to verify your entry Manually add a deduction to a paycheck Manually add an ongoing deduction with a goal amount 2014 Trinity Health. All Rights Reserved. 5
6 Payroll Manual Input 2014 Trinity Health. All Rights Reserved. 6
7 Add Payroll Input by Worker You may enter manual Payroll Input from the Add Payroll Input by Worker screen. This screen can be accessed: 1. By searching for Add Payroll Input by Worker 2. From a worker's Pay Result 3. Off the Related Actions icon for a worker 2014 Trinity Health. All Rights Reserved. 7
8 Method 1: Searching for Add Payroll Input by Worker This method may be useful when you want to enter similar information for more than one worker, but do not have enough data to enter to justify completing an EIB. 1. Type Add Payroll Input by Worker into the search box 2. Select the Task Add Payroll Input by Worker 2014 Trinity Health. All Rights Reserved. 8
9 Method 2: From a Worker's Pay Result This method is useful as it prepopulates the information needed (worker name, pay period) for the worker. 1. Type the worker s name in the search box and open the Worker s Profile 2. Select Pay > Input > Pay result/related Actions icon > 2014 Trinity Health. All Rights Reserved. 9
10 Method 3: From a Worker s Related Actions This method is the one we will demonstrate in this presentation. 1. Type the worker s name in the search box and open the Worker s Profile 2. From the worker s name at the top, select Related Actions icon > Payroll > Add Input 2014 Trinity Health. All Rights Reserved. 10
11 Add Payroll Input by Worker Fields Worker Defaults Worker(s): Enter the Worker or Worker(s). If you are entering a large number of workers it would be best to use an EIB. Batch ID: Recommend naming - RHM_YYYYMMDD_YourInitals_Description of Input Pay Component: Enter the earning or deduction Processing Defaults One-Time or Ongoing Indicate whether it is a one-time or ongoing earnings or deduction Override or Adjustment Choosing Override tells Workday to ignore any other pay input for that pay period and use what is entered here Adjustment will simply add to any current pay input 2014 Trinity Health. All Rights Reserved. 11
12 Create Batch ID 2014 Trinity Health. All Rights Reserved. 13
13 Create Batch ID Prior to inputting data manually you should create a Batch ID. Once you did this, you can select your batch from the Batch ID field. 1. Type Create Batch Id into the search bar and select the task 2. In the Batch ID field, type the name of your batch using this naming convention: YourRHM_YYYYMMDD_YourInitals 3. In the Usage field, select Payroll from the menu 4. Click OK Job Aid: Create Batch ID Trinity Health. All Rights Reserved. 14
14 Add Earnings for a Single Worker 2014 Trinity Health. All Rights Reserved. 15
15 Manually Add Earnings for a Single Worker 1. Type the worker s name in the search box and open the Worker s Profile Note: You can also search for a worker by Social Security number by typing id: ###-###-### in the search field Trinity Health. All Rights Reserved. 16
16 Manually Add Earnings for a Single Worker(Cont.) 2. From the Worker s Profile, select the Related Actions icon to display the Actions. 3. Select Payroll > Add Input 2014 Trinity Health. All Rights Reserved. 17
17 Manually Add Earnings for a Single Worker(Cont.). 4. Select the worker (if not prepopulated) 5. Select the Batch ID you previously created from the menu 6. Enter Start and End Date 2014 Trinity Health. All Rights Reserved. 18
18 Manually Add Earnings for a Single Worker (Cont.) 7. Click in the Pay Component field and select All Earnings Notice that you can also add Deductions from this field Trinity Health. All Rights Reserved. 19
19 Manually Add Earnings for a Single Worker (Cont.) 8. Click the radio button to select the correct earnings code 2014 Trinity Health. All Rights Reserved. 20
20 Manually Add Earnings for a Single Worker (Cont.) 9. Complete your Processing Defaults One-time or Ongoing Override or Adjustment Regular Run Category 2014 Trinity Health. All Rights Reserved. 21
21 Manually Add Earnings for a Single Worker (Cont.) Note: Scroll down to the pay Input line. The Position it is connected to displays on the left. If you need to make the payment under a secondary job, use the Position drop-down to select the correct job Trinity Health. All Rights Reserved. 22
22 Manually Add Earnings for a Single Worker (Cont.) If you selected your Pay Component in the previous step, the Type will prepopulate. 10.Type in the Value (Hours or Dollars) 11.Click OK Trinity Health. All Rights Reserved. 23
23 Manually Add Earnings for a Single Worker (Cont.) Our input was added successfully. Click Done Trinity Health. All Rights Reserved. 24
24 View or Delete Payroll Input for a Worker 2014 Trinity Health. All Rights Reserved. 25
25 View Payroll Input You can view payroll input you have added on the View Payroll Input by Worker task. As with so many things in Workday, you can access this task in several ways. 1. Type Add Payroll Input by Worker into the search box 2. Select the Task View Payroll Input by Worker OR 2014 Trinity Health. All Rights Reserved. 26
26 View Payroll Input (Cont.) 1. Type the worker s name in the search box and open the Worker s Profile 2. Click the Related Actions icon and select Payroll > View Input 2014 Trinity Health. All Rights Reserved. 27
27 View Payroll Input (Cont.) 3. If not prepopulated, enter the Worker or Workers 4. Select the Start and End Date range 5. Click OK. The input will display 2014 Trinity Health. All Rights Reserved. 28
28 View Payroll Input (Cont.) The first line was loaded as an EIB, as noted in the Batch ID. The second line was the manual input Trinity Health. All Rights Reserved. 29
29 Delete Payroll Input 1. If you need to delete the data input, go to that row and select the Related Actions icon Trinity Health. All Rights Reserved. 30
30 Delete Payroll Input (Cont.) 2. Select Payroll Input > Delete 2014 Trinity Health. All Rights Reserved. 31
31 Recalculate a Check 2014 Trinity Health. All Rights Reserved. 32
32 Recalculate a Check Whenever you add new earnings, deductions, or fix an error you can recalculate the check on the fly. You may initiate this task from many screens. This example will show you how to do it for a single worker. 1. Type the worker s name in the search box and open the Worker s Profile 2014 Trinity Health. All Rights Reserved. 33
33 Recalculate a Check 2. Select the Pay tab 3. Select the Payroll Result and click the Related Actions icon to display the menu 2014 Trinity Health. All Rights Reserved. 34
34 Recalculate a Check 2. Select the Pay tab 3. Select the Payroll Result and click the Related Actions icon to display the menu 2014 Trinity Health. All Rights Reserved. 35
35 Recalculate a Check 4. Select Pay Calculation >Re- Calculate 5. Click OK Trinity Health. All Rights Reserved. 36
36 Lesson Practice 1. Login to the training tenant (Network ID & password) 2. Practice Add Earnings View Input Re-Calculate It s Your Turn! 2014 Trinity Health. All Rights Reserved. 38
37 Add Deductions for a Single Worker 2014 Trinity Health. All Rights Reserved. 39
38 Manually Add Deductions for a Worker Deductions and earnings are added the same way. The difference is that deductions will require you to add the Payroll Worktag 1. Type the worker s name in the search box and open the Worker s Profile 2014 Trinity Health. All Rights Reserved. 40
39 Manually Add Deductions for a Worker (Cont.) 2. Select the Related Actions icon to display Actions 3. Select Payroll > Add Input 2014 Trinity Health. All Rights Reserved. 41
40 Manually Add Deductions for a Worker (Cont.) 4. Select the worker (if not prepopulated) 5. Select the Batch ID you previously created from the menu 6. Enter Start and End Date If the deduction is one-time, enter both the Start and End Date If it is ongoing, leave the End Date blank 2014 Trinity Health. All Rights Reserved. 42
41 Manually Add Deductions for a Worker (Cont.) 7. Click in the Pay Component field and select All Deductions 8. Click the radio button to select the correct deductions code 2014 Trinity Health. All Rights Reserved. 43
42 Manually Add Deductions for a Worker (Cont.) 9. Complete your Processing Defaults One-time or Ongoing Override or Adjustment Regular Run Category 2014 Trinity Health. All Rights Reserved. 44
43 Manually Add Deductions for a Worker (Cont.) 10.Select the appropriate Payroll Worktag. Most deduction codes will require a Worktag Trinity Health. All Rights Reserved. 45
44 Manually Add Deductions for a Worker (Cont.) 11.Enter the amount. If refunding you would enter a negative amount here. 12.Click OK Trinity Health. All Rights Reserved. 46
45 Add Deductions with a Goal Amount 2014 Trinity Health. All Rights Reserved. 47
46 Deductions with a Goal Amount To add a deduction with a goal amount you must input two lines of data. You can do this manually or with an EIB. 1. Deduction Code: Use to set the amount deducted from each pay period. The deduction code will use the prefix: VDWGA The End Date should be blank Select Ongoing 2. Earnings Code: Use to set the goal amount. You must use the matching earnings code, which will use the prefix: VDWGAE (Hint: The E stands for earnings) The End Date can be the same as the start date or the end of the pay period. Select One-time Tip: If you do not enter the Pay Component or End Date on the initial Input Data by Worker screen, you can add both the earnings and deduction code at the same time under Input Trinity Health. All Rights Reserved. 48
47 Manually Enter Deductions with a Goal Amount NEED NEW SCREEN SHOTS TO DEMONSTRATE THIS USING THE TWO LINES We will add the Deduction Code first. This code is used to set the amount deducted from each pay period. 1. Type the worker s name in the search box and open the Worker s Profile 2014 Trinity Health. All Rights Reserved. 49
48 Manually Enter Deductions with a Goal Amount (Cont.) From the Workers Profile, 1. Click the Pay tab 2. Click the Input subtab 3. Click Add 2014 Trinity Health. All Rights Reserved. 50
49 Manually Enter Deductions with a Goal Amount (Cont.) 5. Make sure to select the correct ppd 2014 Trinity Health. All Rights Reserved. 51
50 Manually Enter Deductions with a Goal Amount (Cont.) 6. Leave the End Date blank Tip: If you do not enter the Pay Component or End Date on this screen, you can add both the earnings and deduction code at the same time under Input. 7. Click Pay Component 8. Select All Deductions and the appropriate VDWGA deduction code 2014 Trinity Health. All Rights Reserved. 52
51 Manually Enter Deductions with a Goal Amount (Cont.) 9. Select the corresponding Payroll Worktag 2014 Trinity Health. All Rights Reserved. 53
52 Manually Enter Deductions with a Goal Amount (Cont.) 10. Scroll down the screen to see the Input lines. Under Processing Options, select Ongoing You can add a comment. Example: Capital Campaign or Unrestricted 11.Enter the dollar amount from each pay period 12.Click OK 2014 Trinity Health. All Rights Reserved. 54
53 Manually Enter Deductions with a Goal Amount (Cont.) After you have added the Deductions Code, you may add the corresponding Earnings Code. This is used to set the goal amount. Follow the previous steps to get to the Add Payroll Input by Worker screen and complete as shown. 1. The End Date should be the pay period ending date. 3. Select Onetime 2. Select the corresponding Earnings Code. It will start with VDWGAE 2014 Trinity Health. All Rights Reserved. 55
54 Manually Enter Deductions with a Goal Amount (Cont.) Scroll down the screen to see the Input lines. 4. Enter the limit amount. The deduction will stop once it hits the limit Trinity Health. All Rights Reserved. 56
55 Manually Enter Deductions with a Goal Amount (Cont.) 5. Add the corresponding Worktag for your RHM. It should be the same worktag that was used for the Deduction entry 6. Click OK 2014 Trinity Health. All Rights Reserved. 57
56 Edit / Delete Input Batch ID tells you how the input came into the system. It will identify if it was the T&A load, EIB, or manual input. Click Edit to edit or delete the row 2014 Trinity Health. All Rights Reserved. 58
57 Edit / Delete Input Simply delete the row or edit the amount or hours. Click OK 2014 Trinity Health. All Rights Reserved. 59
58 Lesson Practice 1. Login to the training tenant (Network ID & password) 2. Practice adding a deduction with a goal amount It s Your Turn! 2014 Trinity Health. All Rights Reserved. 60
59 Course Conclusion 2014 Trinity Health. All Rights Reserved. 61
60 Summary You should be able to: Manually add earnings to a paycheck Manually add a deduction to a paycheck Manually add ongoing deduction with balance Re-calculate the check to verify your entry Edit or delete an entry 2014 Trinity Health. All Rights Reserved. 62
61 Questions 2014 Trinity Health. All Rights Reserved. 63
On-Demand Checks Trinity Health. All Rights Reserved. 1
On-Demand Checks 2014 Trinity Health. All Rights Reserved. 1 1 Housekeeping Do not place us on hold Close other programs Ask questions by raising your hand or by using Chat You may be asked to interact
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