UW Payroll Costing Allocation
Definition 
This reference guide shows how to assign payroll funding for a new hire and how to perform an ad hoc payroll funding change for an existing employee. If applicable, cost share associated with non-sponsored funding must be entered concurrently with the costing allocation.
Related Reference Guide(s): N/A
Who
Department/Unit Initiators
-
- Cost Center Accounting Specialist
*There are other initiator roles at the campus level listed within the Assign Costing Allocation Workday job aid.
Department/Unit Approvers
-
- Gift Manager
- Grant Manager
- Project Manager
- Program Manager
- Position Budget Manager
Obtaining Access
If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.
To check your security role access set up prior to Workday :
- Click on the Employee Lookup tab in Tableau.
- Enter your name in the legal name field (last name, first name).
To find your department/unit’s Workday Role-Based Access Requester:
- Go to your Workday profile and click "Job” in the left navigation menu.
- Click “Support Roles” in the top header.
- In the Assignable Role column, scroll to find the Role-Based Access Requester.
Training
Prerequisites
How
SMPH Workday Pre-Transaction Process
Core Workday Job Aids
-
- Assign Costing Allocation
- To enter multiple entries, follow: Assign Costing Allocation Spreadsheet EIB Template (FIN) (Workday job aid)
Related Workday Job Aids
Related Reports
-
- SMPH Fiscal Master Report Inventory (Excel) – Filter the Category column to show Payroll.
- Note: If payroll includes a grant worktag, the payroll allocation end date should be set to match the earliest grant end date. To find expiring grant costing allocations, run the Workers with Expiring Grant Cost Allocations (UW) report in Workday.
Questions
For help with content questions or technical issues, please visit the ATP in SMPH – How to Get Help section. It includes instructions for submitting tickets and connecting with SMPH subject matter experts or technical support teams.
References
Policies
Guidelines
Forms
-
- FIN EIB Assign Costing Allocation Template (Excel)
- SMPH Payroll Costing Allocation Change Request Form (Smartsheet)
- SMPH Recruitment Intake Form (only for new hires; form owned by HR)