UW Payroll Accounting Adjustment
Definition 
This reference guide shows how to create a payroll fund transfer in Workday when you need to adjust funding charged to a specific employee’s payroll. If applicable, cost share associated with non-sponsored funding must be taken into account in the payroll accounting adjustment.
Related Reference Guide(s): UW Payroll Costing Allocation
Who
Department/Unit Initiators
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- Payroll Accounting Adjustment Initiator UW
Department/Unit Approvers
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- Gift Manager
- Grant Manager
- Program Manager
- Project Manager
- Principal Investigator (Grant)
- Cost Center Manager
*There are other initiator and approver roles at the campus level listed within the Payroll Accounting Adjustment Workday job aid.
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 current security role access:
- 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
- Workday for Finance: Payroll Accounting Adjustment Webinar
- Create Payroll Accounting Adjustment by Amount How-to Video
- Create Payroll Accounting Adjustment by Percent How-to Video
Prerequisites
How
SMPH Workday Pre-Transaction Process
Core Workday Job-Aids
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- Payroll Accounting Adjustment
- If you also need to update future payroll funding, follow: Assign Costing Allocation
Related Workday Job-Aids
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- N/A
Questions
Reach out to your applicable Dean’s Office Financial Management & Reporting Team member