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.

Who

Initiators

• • Cost Center Accounting Specialist 

*There are other initiator roles at the campus level listed within the Assign Costing Allocation Workday job aid.

Approvers

• • Gift Manager
  • Grant Manager
  • Project Manager
  • Program Manager
  • Position Budget Manager

Training

• Costing Allocations Webinar

Prerequisites

• • • Workday Fundamentals: Workday for All Employees
    • Workday Fundamentals: Finance Core Concepts

How

SMPH Workday Pre-Transaction Process

• • SMPH Payroll Cost Allocation for New Hire and Changes

Workday Job-Aids

• • Assign Costing Allocation
  • To enter multiple entries use: Assign Costing Allocation Spreadsheet EIB Template (XF)
    • FIN EIB Assign Costing Allocation Template

Related Workday Job-Aids

• • Enter Cost Share on Financial Transactions

Questions and Access

Reach out to your applicable Dean’s Office Financial Management & Reporting Team member

References

Policies

• • SMPH-7020 Faculty Effort and Salaries on Sponsored Research Projects
  • UW-4012 Cost Sharing

Guidelines

• • NIH Salary Cap Guidance Changes

Forms

• • FIN EIB Assign Costing Allocation Template
  • SMPH Payroll Costing Allocation Change Request Form
  • SMPH Recruitment Intake Form (only for new hires; form owned by HR)