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‘21ramr2, 4:10 PM Workday Administrator Guide
1| Workday Payroll Connectors
4.1 ADP Check Print Integration
441 Steps: Set Up ADP Check Print Integration
Prerequisites
+ Ensue tat ath Location nasa Unage Type of Shing
Context
eno elace neta utes he ADP Check at Template (00 NOT USE) temple,
you ca sav ine by utng h Migrate Check Print Integration Conguration fr Daa Iiiation Service tsk,
Steps
‘Very ta youve conga he cuect Label the caeaponing Payal Group isthe Sections oe
(Optona To enable + armors ineraton servis, nth rel lon man of your ADP Cock Prt ital, sect
Intagration System > Configure Integration Series, Vrky cps al itegrtonsensns, nrg aged rns
Option
Derertion
Enable Message Aucting
Sebel hide bink ans or an auureo bak
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et‘21ramr2, 4:10 PM Workday Administrator Guide
Geant ne nearaon Syston User SU} Gta Put acoso hess domains
tgatan vant
‘See: Steps: Grarntepation or xem nepant Access to Weds.
6. From ered aeons mana your ADP Chock Pot negra, eet nag
ton Sytem > Contgure negation
Seca Integration Canoe domain te regain rca are
oie The Dsrctn Cae al ovace mut tin FX rb eabons rat aka ZZ
1rd mst etna ung veo each aon,
‘Wen ou congress flt verde ferent but hase ADP Daa sections, Woray uses the Payrent Group
Dein contgurlion nth iegraton eu
“Secunty:ntegraton Contgure seman in me Integration funcional area
Seoinr Integration Contour domain ine earton inca area
10. Set Up Bang for ADP Check Pat gto.
Related Information
Reterence
41-12 Set Up Banking or ADP Check Print Integration
Prerequisites
Sin SoU Bank Ent dans inne Barking nd Sent tor ar
Context
+ outsourced Bank Provider Danes the prover an ihe nlgrntn sytem vee for a ovr,
Stops
sysen
Pk Provder Name fl, eta name(s a ADP) ea when refering tthe ous vendo.
©. Fant ntegraon System rural sl te ADP Check Print nepraion syst Dt you std
«-{Opona rom he Cut Of Tne romp, nth uta ie fe nur payments om is acount na lcone
ayes’ fis Th eae formations on; Worksay dosent ue the els vabe athe,
4.(Opona tbe Maximum Payrants per Group eli pei he rain ure payments tha canbe inl
Ina angi peyment group cgning Ha i ozo, a te exces te mumber, Ware trail separses
2 pesos he Create Bonk Account nc nea reco oryeurbar asco Set teas opto fr our bark accu,
\ependng onthe pe (your bark or ADP ba
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‘option Deserstion
Bank Account Type “Tohave ADP snie checks cm om your bar
‘Outaourend Bank Provider Sekt he atourod bark provi tha you cased or
4.4.3] Concept: ADP cheek Print Integration
sae ss, mst bel est ADP. The iteration can crete checks dawn on your ousouce bank. You ee congue he
tora prove ateionalcaato enable ADP to send checks us Fderl Express, Untad Parcel Serve (UPS), posta
jon anal yous aulsource Ful Soca Dec Depots (SDD) a pining of paral checes, pay
Farenpovedpeomarca, nts the Payal Printing Onn rearsion mbt Sta opto
+ hosts On
‘Weinert syppots ADP Chek Pelt FSOD, and ADP Check,
Data Generated by ADP Check Print Integration
“Tee ADP paylpflomal roves lana a of etn tly
befomaton. ADP ehacs ply these pes olinormaton.
+ Employee Dram, and acess
+ Company nan ane atoess
+ Employee es
+ Eamngs ard dedutnsdnekng games yu conta your
+ Emaojerpae beets
‘he ADP mal able format rome eat ied by Fars Exres, Unie Patel Sai, rd cme and nao psa
Integration Process Flow
1. The Sateen! reese cle aman tng we
5. The ADP Ghsk Prt riegrationpocvos an cups le ad pats ito an FTP sors colby ADP,
Integration Audit Files
+The Date Changes Aut i rade vrsin of te eraton ut fo.
Note: Becaue Werke inca actil ain the Data Change Au te you can sac he separate Example:
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Mass Prenote Files
+ On goraato is real aner the spay rn
yet Message 1: o0! moy)
+ Outzouead Payment Group Payers Grp,
PreNote Run se! his ptr.
4.2| Canada Annual Tax Filing Integrations.
41.21 Steps: Set Up Canadian Revenue Agency T4 Integration
Prerequisites
Context
Cronica integration syst nat geretasa yearend Statemart of Remuneration Pa freeing ayo ne dal fr
Canaan wort lth Canadian Rovense Agony (CRA) One oneal you than subi aT ls manu tthe CRA hi
‘tara dee spot ering les eth tte CRA.
Steps
1b Creat Intagaton Sytem sk ad et Ann Tax Fig - CRA) al tb Naw Using Tampa oot
‘Secint Integration Bad an iron Congr oct corns
2. Gear nora Syl User (SU) Gta Pu acess o hase domains
tation Event
Process: Yoor En (Run) ~ CAN
‘See: Steps: Grr Intpmon or Exempt Ascesso Werke.
Map vals fr toa pe cade in Wotkay tte reo pe cde fre TA oma
‘Secu intgston Bud ans intearten Congr socuty omens
Launch an igatn,
41.22| Steps: Set Up Canadian Revenue Agency TAA Integration
Prorequisites
Context
an Revenue Ageney (CRA). The
“Tnaltenert repo pay i aor Canacan wera, The talent nae pein eter ray, and ote ince
{ata ce gered you then submit a Tees manual othe CRA, hs nteyaon dots suppor sending Hes dct oe
Stops.
+. Access the Crete ntgrtion System ek an enor Ann! Tax Fling - CRA 744 the New Using Temple pro
Seca iegaton Bud ana integraten Cone sc domains
2.Asareleaacsn obo eyaton stem, sl Intgetion System > Configure negation Maps.
‘Mop tral vats for repo yp codes n Worzay oth opr ype et fr 0 TAA forma
‘SeounyInegaton Bald ana itegrntan Congr ect some
8. Geant norton Sytem User (SU) Gat se Pu sees o hase dona
2 ington Event
2 Process: Year En (Run) ~ CAN
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Workday Administrator Guide
{5 Set Up nearaion Delon
41.253| Steps: Set Up Canadian Revenue Agency NRA Integration
Prerequisites
Context
aye xa or Canaan work tthe Canad Revenue Agony (CRA), One ganado hen sub he NR los
trary athe CRA hs itgrton dean spat ang le ett CRA
Steps
1. Acca te Crete integration System ak delat Al Tax Fg - CRA (Rn he New Using Tempe rom.
‘Seoul inteton Bud ans iterton Conigure socuty omens.
2. eat neraton Systm Ur (SU) Get and Paces oho domains
2 tation vert
Process: Yar End (Rar) ~ CAN
2.00 th ret ations mon on ts nlgrton yee, sl ntagraion Sytem > Configure negra
SecatlyIeston Bud ana itegrton Cong sc domes
41.24 Stops: Sot Up Revenue Agency Quebec RL Integration
Prerequisites
Context
Lt he manvalyo Raverue Quebec Beane) (ROA). Ths grton does sop sana ie dey ne ROA
Stops
+. Access the Crete ntgration System aan ener Anna! Tax Fling RA (Rta tre New Using Template samp
‘Seca Integraton Bud ana integratn Conve sc darn
Grane nteraon Systm User SU) Get en Pu seas othe Proce: Yor Er Rn) ~ CAN sect doa
‘Ses: Slaps: Grarntgraten or Exim napat Aces to Werke.
SeoutlyIntegston Bud ana itegraton Con sect omens
4. Set Up erin Seqvane Generators,
4.25] Steps: Sot Up Revenue Agency Quebec RL-2 Integration
Prerequisites
Context
Cronica integration nat generates a yearns RL.2snoment tmp nes lef epaing eter’ ne nny am
nce grated, youten sabre RL? les manly ote Revenue Quebec Agany (ROA). Ths ign doton spp
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Workday Administrator Guide
sendng tes erecly othe ROX
Stops
Integration Sytem ik renter An! Tax Fin RA 2) af ne New Using Template samp
‘SecuyIegaton Bud ana integration Cone secs dors
2. Grantne inert Systm Ur (SU) Geta Pi acones othe Proves: Yer End (un) ~ CAN seat doa
‘See: Slop: Grr ntgren or xem napaint Acasa Werke.
Secuyintegeton Bud ana intearten Cone secuty omens
4. Set Up neratin Sequono Generators,
4.28] Concept: Canada Annual Tax Filing Inte
+76 aalement of py) fr he Caradon Revenue Ager (RA)
+ THA(statent of pension retrment anny a aber income} or he CRA
NR¢ (statomat of aman po ered onapressens fr CRA
+ ALA (employee taxa) or Reverua Qucbac (ROA)
+ RL2 yettement an analy income for Revenue Quebec (ROA)
Integration Templates for Canadian Annual Tax Filing
Viorky proves eparatregraton empl for each supped Canaan ax fr
‘nual To Fileg -CRA TAA)
‘Arua Tax Fig - CRA NR)
‘Anal Tax ilg-ROA (RL)
+ Aen Tax Fileg = ROA RL-2)
Crete seperate negraon esr olf he forms tha you mul gone. Exam you dv sand RL farm fhe RO, ye
ont net estan ners ytem besed on the Aaa Tox Filng-RA 1) eps
Integration Launch Parameters
‘ot ave th ol ery
Tax Your Seat Vaio
company Speaty vas tryu slctmre han * company, Wonday generate & separate for
‘Spec he latte be tegration ran Seles val bore e mame
Lest Succes Rian Seecty Vato! | ayo genera eT, 4A RL1,RL-2, an NRA Daa ad Fors
Integration File Generation and Delivery
Each nagraon tomo nce Detary Sais the xsors on oF er sey. The sare
in 200. ntfrmated acorn toe speateatons fr each frm pe (4, TA, AL, RZ, oF NR), So ete on othe
required agency (star CRAot R} depen onthe typeof fl, These negations do uapat ect dey
[achintagraon gansta vers lil le, olin dal rue by tha CRA ang
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Emote contact foro spain yar
+ Each ta contains dt oan specie ep yp (Orn, Carle an Aare.
Wordly comoreses es ZIP ome! depending on Te 28 and oe:
Integration Audit Files
2 neyon etm response
13| Cor
ian Print Service Integration
41341 Steps: Set Up Ceridian Print Service Integration
Prerequisites
Secu eomtion Bas ond Itgraton Configure domains inte asraton uncon aes,
Context
‘send ereloye inomion,sersng and au, acon tm, sczusl cade, we dec depot inkaralon to Gaon Pay
Steps
2, Asaebeasesn on your Corda Chack Pot Sa
tog, slot tegration Systm > Conigre integration
inogaion ara
‘ees tothe nezatn syste hat you crested inhi proce
4. congue ntgraon so tat oes Sop and et he tegration Crs
5. Geant neti Systm Ue
2 iegton Event
(SU) Getsnd Put acoeseo hese domains
7. Set Up Bangor Cooan Prt Save vara,
1. Set Up Payless Firing for Cran Pot Sees napa.
Related Information
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Option Dererstion
81‘21ramr2, 4:10 PM
Workday Administrator Guide
Rotten: Setar Business Processes
Context
“Te Cerion Pin Series nlgaton uses he Wry barking an eters iovasructue, To ensure le gation sytem
+ Oussouced Bank Prova: Dans the prover (Examee Cetin) nde insran systam used fret rover.
Stops
1. Acca te Crete Outeourced Bank Provider ak end defi ne chuck rt eutiouce vendor adele atin
Pk Provider Name ls, eer sno (sch a8 Caran) tute whan refering te outdo
gration Sytem prs te Carn Cnc Pin Seow nepation sen hl you cred
«{Optona ron the Cut OM Tina romp nth stat tin ering paar rm acorn a leon
Payment Ths eae formatna on; Worksay das ue th eld vale athe.
(Opn athe Mandmum Payrants per Group ot pei he raxinum ure of payment that an be ned
‘na sigh goymant group organ Kom hs ozout, ae execs mumber, Werk astray ss
2 Accoas the Caste Bank Aesount ask and creas rca ota bank account ther your bark or Caan Sot hase
‘pion for your bark acct, depending on Be ype our bank ar Cran ban.
nton| Description
ect ett you Caton acct umber I Cerisar
133] setup Pays
and Printing for Ceridian Print Service Integration
Prerequisites
Secu: ograton Bus Custom Son
Context
Conti payip ata onde eformaton in Worsny ard Cera, These contgintens defn what Cerlan pats pay,
ntps:idoc.workday.comlintrallapiwabappipriouOtcb4942-778e-4340-97dt-98bcB6915666‘21ramr2, 4:10 PM
Workday Administrator Guide
+ crapnatonsovel ot overntos: Cena an
ayehoces ae pay ae stuns ova. Exar: by olson by
1 Cost Comer do)
2 Location eve}.
4. Suparasoy organization (vl
on payenecs sd even subs. These alway slings mzh he minum anounis defo by Cran. You can adic
+ Nora sar map, Caran Prt Sarvs gration can map fran marta sais vals or vals store in Workday to
valu aecaped by Corin,
«For each pyle gous dene wich pyalip aura onclae nda desipve na forthe pays rtp. dee
+ Sor an spt ae, Coren can sn anc apt ung any of he Erpyoe Maser cnt loon eon ne hone,
ap Wray dla using fel! verdes inthe Employee Maser leo sat on one of the 4 genre Ongarzalo vel laments
Stops
Option Description
Integration System > Conigure negation Sequence | Carpe sabe al you ene he WN.
‘cane
ira proce goneratas uli requis fore nxt
Intgration System > Conigure Integration Fe ‘ehcp to 4 hve of ee hat Works ues oso ad
Overrides larg neces. Tess flo an be repo fl
Intgration System > Conigure negation May tomertal ate coves for
Faden and Work Sit marta stati ence,
The Texabio Wagse poy aoup requ, but srt mapas Beaty 9 me pays. Te aysp Uns Employer Pad
(Open To suppers cock and accepting fr ene rare wee a ey grou, ce the Company
41.34| Concept: Ceridian Cheek Print Service
‘Te Corian Check Pet Seve gration enales yout cusouce pang payl cecks ad pall adie sips, o usouce
ruil age. Th gran eae yout extn pay contain Weve t pode adr orang icons a
Outsourced Banking and Print-Only Services Compared
“The Cota Check Pet Seve egtton can suport ear utauced che ping any ercomphle osourng ches
‘ring and banking, Tis tbe summarise arenes ane sare Detwesn he 2 ops
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Workday Administrator Guide
| Berrovet antes eres Serco een
‘Aasgn Check Nonbors | veurerganznon Reference) Your eranaaion Reval
| evan (acta
Recondition Coisan ecoraisinswvaial employes |Your aranzason earls naval
payments abe payments dea Your | arpbyee payments a the pyrene
Data Included on Cer
leformaton, Morey astmsealypopults te lspl one Cerca pyalp wih he nae othe payap you prow a ba
vr, Wray asthe abel veiw oe decpfion abe ted,
‘eran Paystp Section Derived From
Sod Seely Number (SN) fre woke.
‘Spec temston Employer Pa Banat (aye Group: Abanoe Fane
Pra Tex Deduct Pre Tax Deuaons Paytp Gus)
‘AterTox Deductions | Post Tax Deductions (Payaip Grove).
Doane T woreay payolloume
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10181‘21ramr2, 4:10 PM Workday Administrator Guide
Integration Process Flow
‘ine cones he Cerin Pont Sete negation nanehes an ns sings process
5 The-Coxoan Prt Sea magratonpesues an op la ara pone to an FTP eave contra by your ogee,
You acess your Cerisanscoou (eng 3 Cran web se) ndustoad Be cup feo Cera,
es based on you congutatonepten and mats Wem to your woke.
Related information
Conca
4.4| Check Printing Connector
4.441 Steps: Set Up Check Printing Connector Integration
Prerequisites
Socuny:egraon Bus and Itpaton Configure dora nthe gration hunesona
Context
Toren par ain rom Worky tan estemal eek pening snes, you can cele a Cesk Prntng Conectornlegaon.
(ONOTUSE) trate, you an save ine sng the Migrate Check Print negation Congu
Steps
Sele Coe Cannaeor Paya ack Png (EntancedParsmance) aha Naw using Trp ponst,
2. (Opn Ema tr moro thse negaton eevee.
Wonday sale napaon sees, nd equred serves el yours a
ation Deserston
Enable Message Aung Enables Woy ganar sence lg efor
is -Pevarmance Log Enables Wars to goer peormance ge.
2. Frome mtad actos aon your ore Caorator Payal Chack Printing (EnkoreadParomanc) eran sale
Integration System > Configure Integration Att.
{From he retad sens rar onthe latin soe Iteration Sytem > Configure Integration
From te osted actos man on he mogaton stom, eet negation System > Congurentgration Field Atibutes
6 (Oponl Fom te rls actors men of te agate, sel! Integration System > Configure
nnatng Bane
Recaing Paty
7-Grant ne wograton sytem use ISU) Gat ane Pt access to ta
2 inegaton Evert
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Workday Administrator Guide
‘See: Stops: Grr Intgrten or Exemalnapaint Acasa Werke.
1. (@ptoray Stps Set Up Dosimen:Trarfomaton Connect,
Related Information
4.42| Concept: Check Printing Connector
Payal heck Printing (Enhanced Petomance) tera empl, Using bis igen tangle, you can select om awl arty
‘asc dai lames that hea bark orp can require. You can congue the comer upto Sloth els
Forimpovedpefomaca,safowe he Pyatp Parting Option leet bbe kr oul
+ ete Ong
+ Chess ana Aas ana Payments,
Launch/Schedule Options
Wiorkay proves esa aunch schedule optons for ne Chck ring Coanscaieaation:
+ Scheduted Run Frequeney. You pect arn Heaven, ar Woy lsunchse earn autre, Upen auch
Iniegston alae qutising vargs asad one nich parame, You can shacule Core Conncto= Chak Ping
+ Run Now. Youcen euch te mtapraon manly Wondey ramp outa ett euch parame.
Integration Audit Files
vary ne tgration rns, Workday gare tn lagnoste Au hp you eblnettagenton ror, You an Sth
Reprinting Checks
Related Information
4.43 Reference: Check Printing Connector Integration Data Sections
salle or auput ans Now te coriguaton opin ac: nagaton bev
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Workday Administrator Guide
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Inpaaln oper, ee los use
+ Wer Sate lowar,
1981‘21ramr2, 4:10 PM Workday Administrator Guide
Section side ots
+ Fedral Acon! Tax Arcus
| + Promeo about Sponsored
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Pao Pre Tex Deuce Daa
Payal rs ara Not Oat
«Pay Tanabe Wages Daa
a
Pete Daten at |
+ Dereon
Lm) |
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Workday Administrator Guide
Paystp_Oain/ Payal Romane Dany | |
Pay Raia Type | |
| + escption |
| |
be wo |
i i
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Workday Administrator Guide
Payslp_Oaia/ Payal Romane Oan/ |
PoroEnpe ea |
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Workday Administrator Guide
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18081‘21ramr2, 4:10 PM Workday Administrator Guide
+ Descipon
|
Peyslp_Dala Payal Remtance |
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t
i
|
ee |
+ Descioton |
|
+0 i
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dev.
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+ Descision
Payer Data / Orainaing Party and
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t
tes tlre rg oy.
Pyar Deis! Orgjatng Paty and
+t
ata Payment Grip Daa
|
‘Bank ata Ongatng Party
|
|
i
pesross
PeynertDele/Orgating Pay end |
Bank ata OrgratngPany Contact|
|
amen Daia/Orgraing Pary and
Bank ala Orgratng Pay Centact |
nes
‘Bank Ota Orghatng Ban
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Peystp_Daa Payment Group Da
Pyar Data Orgating Pay and
ease | + oeepn |
i
Peyatp_Daa Payment Group Ds
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| «machin Ba |
i i
Papert Ona RacingPanyand |
Bank Data Recaing Party! Cornet
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Workday Administrator Guide
Bank ala Racaing Pry aos
‘Bank ala Receiving Bank
Peyalp_Daa Payment roup Ds
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26181‘21ramr2, 4:10 PM Workday Administrator Guide
Payson Ron Category Daa Rn
+ Deseripion
4.5| Déclaration Sociale Nominative Integrations
45-1] Set Up DSN Deposit (Machine to Machine) Integration
Prerequisites
Secu: Iran Bus nd epation Configure domain in the nagaton uncon ae
Context
‘ou can rent an ounoinineratn that snes DS suomison othe n-ne pata
Stops
1. Great tagation Sto
‘Select 051 Deposit Machine to Machi) tom he New using Template romp
‘Workday recone Ih you vse the Rested te Environment lz ae ores! he ngration sytm fo
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Workday Administrator Guide
3. eantn Inert Systm User (SU) or were asain Got ae Pu acoso thee deans
2 tgatan vant
roses: DSN (Suber) FRA
Next Stops
‘A anniagraton Stop fer ths gration tha DSN Submision Even busine procs.
Related Information
Steps Set Up DSN Depots (FA)
rail: Se Up tne OSN Suomen Event Busnes Proce (FRA)
41.52| Sot Up DSN Polling (Machine to Machine) Integration
Prerequisites
Context
se terion eave
Steps
1. Create again Sytem,
Select 080 Ping (Machin o Mech) Kom he Naw using Template pore
‘Woray recomend Ih you ute he Rested to Envonment nln atte tres! he grain eater fo
8. eantxenearaton Systm User SU} Ostend Pe scooes to hes domains:
«2 osraton Event
«Process: DSN (Submision) FRA
‘Seo Step: Grant yan or xara Ends Acne tw Workday
Next Stops
Laue ne 059 Pong Machine Mochi) oaratn,
Tovew ncama ax ahha rates ipore ye regret, vw ne OSA Pang facie f Mochi) itgraton event
Related Information
‘aps Set Up DSN Doposts (FRA)
1.6 | Electronic Income Withholding Order Integration
4161| Steps: Set Up Inbound Electronic income Withholding Order Integration
Prerequisites
‘pasion for ppovllo parpate in he systenosystem VO program, See Elcoicncone WitWaing Ore
90} Envancomort mn W028.
+ Know te SFTP secuty credential quires sons actd yur exgnzaton sl Be OCSE wept
sore (OCS
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Workday Administrator Guide
Context
Enforament (OCS) pot
Stops.
Template rnp
Secutlyinteston Bud and itegrton Cone deman ne Intoyaon tunnel es.
2. Geant eatin Systm Ue
8 Select Intgraton System > Configure Iegration Aftributes apa ele acion onthe inert syiem an ene
(0) Get and Put access oe Process: Payal Income Wahatng rsa
‘Stout, negation Bud an Ilan Conte
“he Faderal Oe of Che Suppor Entrcorent (OCSE) web paral eqs he SFTP ranepos protocol
120 Me reyatentuncona e8.
‘Sehacle how fan fe nara sam
4.62| Steps: Set Up Outbound Electronic Income Withholding Order Integration
Prerequisites
+ Compe and submit. prota apleaton othe Federal fice o hl Suppo Ercament (CSE). OSCE reqs an
spaeaton for spre paricpatain he sytemosysien Federal M0 progr, Sea econ Income Winking
(Orders (2 0) Emrancereatin WO2S.
Kom the STP scary cedentals require o access racods your emanation athe CSE wept
Context
the Federal Orion af Ct Suppo Ercement (OCSE) web poi
Steps
Tampa prone
Seca Integration Bld ane itegraton Con ect dors
2. Gea Inlet Systm Ur (SU) Get end Pu aces oe Proce: Pyrl ncame Whin Orsacty
{Select Itgration System > Configure Ifogralon Arbus os alae ation on he negro sytem and err
‘Seoul Intpston Bud ana itegrton Cone sect domns
4. Asarehoaseson one inegraton sytem, select Integrin System > Contgur negation Maps,
‘Seca Integration Bud an gran Con nec dorsi
‘Specs toma frien ben
Set Up nearaton Ost.
“he Federal Oe of Cn Suppor Entarcoment(OCSE) web pr eques he SFTP kanepoproac!
7-Laioeh an egatn,
4.6.1 Concept Electronic Income Withholding Order Integrations
see elaanc neon Wintong Orr sO) ntgralon fo xchange dla wth ne Federal tin of Ci Sapa
Enorcmen(OCSE) wes po
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Reto va lsrane Income Wintslang Order fom parpstg sa goverment agents om he eral OCSE wed
+ Seng aout uroming Slate goverment agencies of accepted or eed records
Integration Templates
Wiorkay proves 2 agraton tpl to susp excnegig dla wiht OCSE poi
Integration Template Deserption
Electron nce Witoling Order Inbound
ocd lector nse Wibtating Order a Windy or Be
FoceralOfes of Cit Suppo Enfrcament (CSE pata Generate 8
Launch/Schedule Options
‘irks roves nes nue senator ne V0 iagratons:
+ Launch on ached. You spec 2 equa, and Werke unches th inlgration somata, Upon sch te
oh You can auch the ntaraten manual.
Test File Format
‘ine eng you laren nn lenaniien rar ensue Wel Me srt
How do wo gnats thoTestAcknonledgenan te ha he goverment requesting?
4.7| External Payroll Documents for Workday Payroll
1.741| ‘Steps: Sot Up External Payroll Documents Integration for Workday Payroll,
Prerequisites
Context
‘ou can rent an integration bass on ne Esto! Pyro Documents negation phe our ese extemal genom
+ Mans tes nme Worday-einas XML or CS faa
+ Arte sin 2P format nat conan te atch Hes,
Stops
1. Greate apron Sytem
Integration Services,
Seca rtegaton Build and Inegratn Congr damans fe Intgation tnconal rea
Frome reted selon manu on yeu Exar Paya Documents rego, select tegration Sytem > Configure
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081‘21ramr2, 4:10 PM Workday Administrator Guide
aut vaio he Orpniznton Kener Type ntgation sit,
socumens ese sca othe Untea Sits,
Secu negation Bult na inegaton Conoue
4 (Open Fom He lated exon mens on you! Exel Parad Oscuent regan, select Integration System >
‘option Deserston
aquired you salt Varalon 2 forthe Payetp Veratn|
‘Sour negation Bat ana intesraton Conte.
losses esta payat documents
‘rete igraton Bsnoss Poca.
Opton Description
Business Procee Tp Sehet None of the above
Busines Process Step ‘Add ep bee te Fe Intvatin
> For Speci, sect Document Rati
1. Set Upneraton Rt
Geant negro Syst
+ israten vent
«Payrt ntaracs,
2 Sot Up: Paya Pay Group Spec Acces lhe domains nacosaay al you inpart extra payps
‘Seo Ste: Grant tyaion or xara Enc Acne tw Word
Aap ISU to reegaton.
(SU) Get nd Pat acces to tebe domains
tera enteral
) te Global rofernces are. et sea apy language.
‘Seca Inegaton Secu ine agaton anton aaa
11. Congr aezass early peered pyr ocurent ya upbed in Wery
‘See Step: Sel Up hezees la Upbedes Earl Parl Oscars
12. Laut a iran,
Result
Admits ane smplyoes ce vw ata gonerted Workday pay eocunsns you ude
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aut‘212822, 4:10 PM
Workday Administrator Guide
Parstos Frome My Pays tsk Fram te Payalis for Worker ropa
rots onthe Tax Documents ab
4721
Related Information
202181 Wiha New Pos: Upland External Payrl Documents or Wary Paya
Context
‘Seouty Sot Up Sto domain he Stem uctonstat,
Selene pate go Pay for Werke Prati
‘Steps: Set Up Access to Uploaded External Payroll Documents
‘Yu con se parce teseextenalygeetted part dosuments loaded ino Wok
‘Aad row he Display In Profi ler ach yp of pyr document you Impe
contgure
sui dorain to ate eloyes va te own exter
Set Savon: Paya Paylgs) in he Cae Pye
ables acne o view atraly genre ys,
‘Sot.Sonen: Paya ToxDocurnts- USA) nthe USA.
‘Ser Soon Paya iy Tx Documents- CAN) ne
(CAN Payroll aes
oserats to Caran,
‘Sol Sonn Paya iy Tox Document Une UK
Sor Soon Paya ty Cer Peyrt Documents)
Core Pavel inchonal ra
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set‘21ramr2, 4:10 PM
Workday Administrator Guide
cons ese sect doar ena paya adn o vw eonly genera pyre aosuent fr onplove.
Pepa: Pay CacutonResute or Wake Paya)
Repars Py Caelton Rests or Wako Tax Fin
25) -USA nite USAP 3a uetorala05
Report: Ressler Weer Pay Cation) - CAN be
Report: Ress for Worker Pay Cation - UK nts
Dosuments| n ve Gor Payot nena ae
4.73 Set Up External Payroll Document Types for Workday Payroll
Prerequisites
Sect: Sat Up: Payal oman in tba Core Pay tnctonal aes,
Context
sone socuent pas or tnx dosent ard athe pal socunts you watt inp i Wary om your exo
fete Exanple. Wok matter bot W:2 end W2 othe ne docunent ype W2 you crete,
‘irky aut crete new docuart ype for exams pyr acumen gered wit docu ype, Wexksy
cteates ne nw yp for documents inp by an steal Pay Documents neato re Inport Exel Payot Occurent
Stops
2. Ayu comple the Tax Documents Type secon, consid
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sat‘21ramr2, 4:10 PM Workday Administrator Guide
ation Description
‘esing eocumen it te same docuner ype ead
Show to Employee Sob! enable eeloyes 590 ax dosent ons
sed graben or wed sans
‘Show Comment o Employee Seto enable eloyes i see ay ator
osurant pes creata by ogrtorsorweb sevens,
ype. You car lee
a you cool tho Oter Document Types sel, co
- Description
‘country Sober he sonny wore the oes dosamen pe ares
Workday dost atomaizalyslet sop for bar
seven ingore a dourent ot he pe You cant te
Next Stops
1.7A| Upload individual External Payroll Documents
Prerequisites
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ast‘212822, 4:10 PM
Context
Workday Administrator Guide
Fortic-pry pay customs Worker Dita Paya Inorac (Exe! Paya Documents) man ne Pa Ita
For Wry Pye cutonar: Rept Pay Caton Ress Work Exel Pay Decuman) donne Care
Stops:
Description
select ent * ype
onton Dererstion
un Category Fora Wordey Payot pey gous mi mute un
tegen catogay for staring me py
Payment Oat Ere the payment dete rhe upoudedpeyto
(rose Amun (Options) Enter the gos payment amount rhe pays.
Net Amount (Optona) Eta te nat payment amour ote paste,
Fa Name Entre Henan forth pages paa
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Workday Administrator Guide
ation Description
Organization Enterta othe agprizaton ar whieh he
sera Er th cal Def be docunentin sing eat Asti
onto Tax Docu Versan2
Year Enter th yor ore ie document neta om
sono wich Be a
Apples ety Tax Document Verso 2
Form Cinsaieation
Seb he ps oto you lading Aspe na Tx
Frequency Sebel he stale elese of te tx document Apats|
onto Tax Doser Versan 2
‘he documest. Apes oly to Tax Dace Veson 2
Option Description
Organization Ener thane othe egarizaton fr whi he dovunent
1781
Concept: External Payroll Documents for Workday Payroll
‘ou con ue a EslraiPyrod Documansntagraon to bases exer gneite pel eccunenl ta Word
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3681‘21ramr2, 4:10 PM Workday Administrator Guide
+ Extra tex documers, Earp: Te mp Caen tx documents ra Wainy, rs 4 eral pyre docivad ps
xan You can vada gerishnent it ou rceved for a angoy.
‘ou ss have te toy to uroaé nese extra pay octets mreugh he Inport Exomal Pay Document web seve
‘ou cen va aystes or say pred he pore ed dats win 7 years Hom the cuenta
ramet cf eral tax scument na omar extemal pal cine. When aware he 1000 loaded demir, you >
Uploaded enteral pyro docunents remain n Wray un you remove then. Etemsl pyaar val Wow pt 7 yea
Pay Periods for External Payroll Documents
Tho Exomal Pay Docunensntpraon dtemias 9 pay ood to ach pay obase an the Bay Pood Ena vaio a
Bona rum eager. The Regular un ela a gerd OO to 091/21, The Bom ru caapy hee pvod O12 to
Note: Tear ayo pay rs can have arn ctegny
‘You nue the Payal Vert itegraton atte ona how th ntagtion deans the py pata ed dt rps.
+ Verson 2 conde he Ru Cater rhe pay para end dt,
irkayreconerard selecting Vin 2 fo tagator st hand paystps or Wekday Paya py ros
Fer te Tax Document Vaso ae Oe Pert Dvciment Veron nagraon ase, Versa 1 te only oto
‘Yu can vam Payal Vern chon aan nagrton in te mie
+ tine Run_Catogory clan the CSV manta
Removal
omain a Cor Payal etonal aren. The Delete Exemsl Paya Oocment pon rove al eens pyl
+ Reprts:Poy Calton Rests or Wore (Exel Parl Document).
2 Sor up: Payot
+ Use te Delate External Payroll Documents at aca othe Reports: Py Caleuton Res or Worl Pay!
Documents aman in he Coe Paya unetoral ares) trove uploaded exer pal, ax ocumet, a te pay
‘Toate a sngh eral payotdocunort, ces o Find External Payol Document epot Use he Exteral Payot
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41.75|, Roferonce: External Payroll Documents Reporting
Standard Reports
ee Report Secunty
Emeoyeoe | wy avai Sot-Soncs Paya My Pots)
My Tex Documents
1+ Steseric: Pays ty Toe
+ Ste seric: Poy (y Tox
| |
| [+ SteSonin- Payot ty Ta
| [crap neta,
My Other ExernalPayol Documents | Sl-Senvie: Party ac Paya
amiattore | rin exerat Payot Documents | Reports: Pay Calculator Resuts or
Wore xara Parl Documents)
or Worker | epate:PayCaeuton Rests or
oro or Parl Documents)
| Weer | ctr xen Pt Ox)
| | Socom Coe Poti!
Report Data Sources
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‘edoeurenis ‘A External Payroll Documents
secury
Warr (ExoratPayral Documents)
Peystoe | extemal Payatipe
“Tate dorsi inte Core Pa
+ Sok sanica Para My
Poss.
+ Ropons: Pay Cation Reso
{or Worker xem Past)
for Worker (ax ngt29)-
Ls domain ints USAPaot
+ Repos: Resuts fo Werke (Pay
‘aleiaton)-CAN domain the
1+ Ropons: suns for Wor (Pay
+ Repos Pay Caan Rests
for Wore xem Paya
Document gar in the Core
+ Ropons Pay Caciaton esas
er Wortr (ner Paya
Documents cama in the Coe
ocumsnts gama inthe Coe
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Workday Administrator Guide
1:7.7| Reforonce: External Payroll Documents File Schema
File Descriptions
Tho Exemal Payot Documents ntspraton suppos CSV or XML omat fo manfest es, Manas fs conan th dt for ays.
Nose The nad frtha CS fh frat i case-ensthe
CSV File Format
Docume aan values we
+ Otnr enol socumns =o
Flo omat for pays
+ Doctnant category
+ Pa crmia
* cosy
+ me
‘foc
Float fr terete aya doar
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01‘21ramr2, 4:10 PM Workday Administrator Guide
+ County
XML Elements and Schema
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‘Docener_Clepay Te [equ tr eter pays, Va =
| | pay. Contato Deas evel3
i | ements toa ste oxtret payst.
T T
Ts a
| | toma
Paco in T Rego: Mutant
L
| | 2: ey fe Must on sting
|
| anato in big te
I
‘curency ie [tet in ting tat
T
Flore Te Reged on or new rca Mu be
‘Document. Calepry in | egute or earatiax document.
T T
Weer 2 | Roques oy Rot Must bin sing
ays. Mustain sia fort On
‘couny
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4281‘21ramr2, 4:10 PM Workday Administrator Guide
Reson Koy Fl, Mast bn sing fora. Ory
Key Fld Mast ben sing fora. Ory
tb nating oma apps
Reged ony or naw
Dosuner Tipe fe [Rogar Mabon
County is | Required, key et, Must bein ating
| | toma
Year fe [tsb in ating oma
Fle tone fa | Reqores anor naw recor. Muato6|
x Vers itagation arate i ot 1.
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ait‘212822, 4:10 PM Workday® Administrator Guide
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Workday® Administrator Guide
"This stern appa when Tax Version gration atau et 2
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1.8| HM Revenue & Customs Incoming Notifications
4.81] Steps: Sot Up HM Revenue & Customs-Incoming Notations Integration
Prerequisites
Recor your HM Revenue & Customs (HMRC) account ID ard passe
Context
Impnen n ntegraon bated on th HM incoming Noon aga
1+ Sand hase pot ft noicaons HMRC:
= Ps,
osu
= Pou
+ Reco respanses fom HMRC fr ach ne alan roan.
Steps
1. Accs to Greta ntgrtion System ak and ener HMRC Icing Nation ath New wing Temp
‘Seoul, Inegraton Bult inte eration tonal se,
2. Set Up Hi Revon & Custonsencomng Notations migration Abts,
3 Geantn negro Systom Ur (SU) Geta Pu aces othe Process HRC Note stons (Run) - UK nd Integration
‘Seo: Sas: Grarcntepaion or Ext Enepin Accesso Wed.
4. Soc Ingraton System > Gontgure Integration Maps 2s 2s ecton an your tegration system.
«Map SenrID and Passwort valos fo each company using ne HMRC Accourt Configuration aren mes
1 Map Stet Lae Plan Type 1 and 2o HMRC values sing he Stade Loan Plan Te negation ap
Launch an gain,
‘Ser up separate Schade for ach nescaton ype, For each sched, pea me Natifaton Type nthe Value ae
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1.82 Set Up HM Revenue
‘Customs-Incoming Notifications intogration Attributos
Prerequisites
Context
Stops
2. Sao Intgration System > Configure integration Abus 982 anos ston ono
non Dererption
Document Retention Peiy Spec the mute faye hat Werk laine
1.83 Concept: HM Revenue & Customs Incoming Notifcations Integration
(99180) ung te ats Proving Serves (PS) anne sevice
+911 ard 12 (tdertoun nts,
+ POL! ana P12 eostradata loan note)
The HMC coming Hotton qrton tle enals you to eceWe tax ad lon oteabns erect om me DPS. The
Integration Services
The HUIRC coming Noten grn tala consis ol ese inarabon see
a
i | evaratonielucng trou vas
israbon Document Ratorton| Fequres | Detneshowlon the mearton sires cube es fo audtng
| |
Integration Output by Company
tryout single in
un witb HMRC, you an she Sender Dan Password a ha Default Vi the naration ap
Integration Files and Reports
ntps:idoc.workday.comlintrallapiwabappipriouOtcb4942-778e-4340-97dt-98bcB69I5666‘21ramr2, 4:10 PM
Workday Administrator Guide
+ Data changes Aus te woh 8 easal version of ne tgaton cts
+ Diagnose Aut te whch Rebs you kousesnostntapaon ear
saa
1.9| HM Revenue & Customs RTI Employer Payment Summary
|| Stops: Sot Up HM Revenue & Customs RTI Employer Payment Summary Intogration
Prerequisites
Context
Inpanent an integrate based on the HMR Rel Tielman Empty Payment Sumy ero lo send an Emohye
Payment Surorary (ES oo Aor x pupae
Stops
‘Secu, Intgraton Bud te eration tonal
Grant naraton Systm User SU} Get en Pu acoaes othe Sa Up: Pay (RT) an Process: RN Repos) UK
Note: The egrason Sacurty Grau requtasacout th Ilan Person nd Task Parison parte fe sci,
' Select Intgraton System > Configure Integration Arbus ab aot acon o
4. Sees itwgraton System > Configure lnagraion Maps 6 led gon a our eaten syst
‘Map Sonde 1D and Passuor values for your comeany ung the HHRC Craentis or UK Employer Rafarnce eetaton
‘Spec Now ln an wh the negation ue.
41.92| Concept: HM Revenue & Customs RT! Employer Payment Summary Integration
‘The HM Revenue & Cutan RT Emphyer Payment Sura ineration enables yu lo serdar Empyr Payment Sursmary (EPS)
feo Hl Revenue & Custons (0) using e Rel Tine main (ET olin eve, The HMRC Rel Tne Infra
Empty Payment Summary neraien ample eral youto exec EPS 6a for a dtned group of wc rom your tant and
end itdrec to the RT ste. Th itgraton records any arr messages retro by he RT ondpohrtin the gration aut ls
Launch Parameters for HMRC RTI Employer Payment Summary Integration
‘irk proves van ephonsfrneing he HRC RTI ErpyerPayent Siena artnet
sca the LauneW Schedule Integration tak rh inesrson ate iat and descriptors,
Integration Files and Reports
+ Date changes Aust fo, which sa ronbl verso of th nagraton stp fe
+ Diagnose Au fe whicy hobs you kowsesnoatntapaton ear
Note. Secsuso seul dela since he Dale Charges Au tl, you might abd sacle hs le seperate,
‘The Rel Tne lfomaon (online servic ands a espns
ct tne he tagaton urs Use te View UK RTL
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Workday Administrator Guide
4.10 | HM Revenue & Customs RTI
1.40.1], Steps: Set Up HM Revenue & Customs RT Integration
Prerequisites
51 Tee Iran (acount ID ard pasor
Context
Steps
1. Access te Crete integration System ak deter HMRC Res Time noma tthe New using Tema prom.
‘Seoirtr ntegston Butts Intagraton eto a8,
2. anit norton Syston User (SU) Get and Bt acne to he So Up: Perl (RT) and Process: (Repos UK
Note:The scury cup agate ens othe Iegaton Permissions and Task Pemisons par oth secu dma,
' Sao Intgraton System > Configure negration Arbus a3 aaa acon on your hisgraton sya,
‘Seca integaton Cantor deal in tyson ancora es.
4.40.2 Concept: HM Revenue & Customs Real Time Information (RT) Integration
‘The HM Revenue & Cutan RT tagraton enables yout sen Full Payer Subrson (FPS) lew payttresute to Hl
Revenue & Customs VRC). Tho sgaton svi data ung te Real Ts Informaten (TH) anne service. Th HMRC Rost Tn
Inomatoniaratan rpc enables you to snp ta fora fined arp of worors ane pay rau recto the RIT,
‘The nograton cose ay rr mesagos aired the RT erp inthe repaint Hs
Integration Services
Integration Sever RequireOptionl Doser
sorute for FPS roasts
I | eb eforusingprpes.
Launch Parameters for HMRC Real-Time Information Integration
‘irk proves nes opens fr Imac the MIRC Rel Tine Ifomatn neato
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Workday Administrator Guide
[UK Employer Reference
The UK Epler Reon or whch
‘Sebmisson for of Cycle
‘Ate RT integration vent
Forman aun on Seal te ave
ms reno Sake
i tall sas re sede eo
I econ py rc
Testn uve im 1 pects Fe ogaion sro
| | ent proton ce
‘Expenses Voucher er Beets rom
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Workday Administrator Guide
Na Send
Perron Employed Ouse UK Worked for Data tom 18
for 30 Daye or More Use ths promt olf Fra
to Someone Eee Na Senda rosoa or at tom 14
seth parameter on fr Fira
PHD Forms Ove Na Send
for Dats tom 18
Use ths praia fr Fra
seth parameter on fr Fra
+ Foragroup ofwonars specie
Ityou provi a Reson turch
Integration Files and Reports
+ Data Changes Aust wnoh 8 easabh version oft tgaton cts He
+ Diagnose Au fe, whcn hes you roublesnoststpraton ear
Note: Because stl dla ininlaedin he Data Charge Ai you might needa secure he seperate,
4.11 Service Canada ROE Integration
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Workday Administrator Guide
41.1141 | Steps: Set Up Service Canada ROE Integration
Prerequisites
Have acces to compar frefeatly an FTP ser ha you sa se
+ ©xpotrg ROE Resor of Emaloyment da om He estan
Context
Steps
‘See: Slaps: Sa Up OuttoundSevice Canasa ROE hagaton.
Create an nour insraton at tives ard nparts an ROE fl a you provously downlad rom Serves Canada
‘See: Sep: S Up soins Servce Canada ROE Inron
Next Stops
Launch he neprationo generale ROE fies, o inp ROE Hos turned by Service Cand
Fornaio, see Launch Service Cans ROE negations
4.44.2], Steps: Set Up Outbound Service Canada ROE Integration
Prerequisites
Context
Stops
Be Create Integration System sk sn eter Service Canada ROE Outbound st he New sing Template perp
‘Seoury intgraton Bit ane ierton Conre inte ragratonunetanal ae,
2. Geaith Ineraton Syst User (SU) accesso he Reports: Rests fo Warr (RO) - CAN sour domain,
5.Aa grees acon on be ireyaton yen, sel Intagetion System > Configure negation Abus
‘Secu tegration Bud and integratn Cor inte agaton uncon aaa
4. Set Up ineretonOetany
‘Spec now he ntsraon systam delves ogra out es fo a server screste fo ou, You cant confgire he Deter
Servesta delve up le realy to Sonece Canad: vlad he les manual,
‘onsgure me sgaton so tet genes auriq Harare an rubato cach teaaton cut éocument que
Hecares andrurbare as er your convene Sarees Canada na 0 fle naming equrenans
41.118 | Stops: Set Up Inbound Service Canada ROE Integration
Proroqusites
You must hae a serie acassibby any fhe ranpot reas provided byte Reval Sari otis ntapaon,
Context
Coste a integration syst hal rarave an ROE (Recor! Employes fe fom a conpaler acne oe ego. The
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‘rom Senso Canaéawebste manly. Then you sav te feo copier acai one egrmon, nar regraon
Steps
‘SeouryIepeton Bud ans inearton Cone inthe agate uncon ae
‘Secu Intepeton Bud na tnearton Congr inthe hegatonuntonal aa
8, ait neraon Systm User (84) Get an Pt acne Repos: esis or Were (ROE) CAW sacuntyeoman,
‘Sac now enero ys eevee ROE fl rma stv acne yo,
‘You can contgue te Retrieval Sree npor ROE tes oc fom Senses Cara, You doanaas he ROE ths
4.44.4] Launch Service Canada ROE Integrations
Prerequisites
Secu: aration Evo! daran in egret nao oes
Context
Steps
2. Saleh outbound ROE Ina yea to he ntgaton prom
8. Soe opons rom tegration Grea
Wor inca all Apsoved ROES ne eatin Mh
‘The ntapatongoarate a separa ROE payee ental reups of 760 ects Each acral le has augue
«8: Stninto he ROE onthe Web Senice Canada nab so, S;nps:fnwn. canada caleneployan-acah
cnvlosmentpograrsleieatetoelccetsvea in]
Upload th ROE pytl abot ots o SericeCansds
8 AtarSaruice Cana has prosessd the tls, gonerate an ROE te toimpot ack no Werk.
Note: Wosday econmancs hat any ROE you pst fom Senies Cana. yu mpathave an esos al ROE
the seo resuming the ROES e Sens Canad, ForROES wh eso Passe, conta he submisslen
11, Sala te inbound ROE eration ays om Ue integration prom.
Related Information
1202282 Wats Now Pot Record of Esloyant Outoun nagaton
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Workday Administrator Guide
1.115| Concept: Service Canada ROE Integration
neste, Using is lgatn you can
Use Vio toner wh ne Servos Canad ROE Recodo Empl
+ impor Recaro Epler sigue generale by Sarin Canada no Worday
Integration Templates
yo spect,
+ Svice Cana ROE Inbound eevee arta an ROE leh ou provost downloade om the Seven Caraea ROC
‘The Senice Canada ROE nteyraton amps de! suppor dee upload an dob of ROE He oad tom the Senos Canada
Upload ane doload ROE los manny ung he Soren Caracs ROE web,
Integration Process
ROE Ovtound masraton to gnerte the ROE Hes,
1.116 | FAQ: Service Canada ROE Integration
No. Manual poe ard downs ROE fs rom Serie Cana
‘ate format dows the integration support for ROE
rovdes infomation a ips:twwcad.calenensloymentsoca-devlpmetiprgrarseve-svelsoeoe
4.12| Tax Filing Integration
1.12:1| Stops: Add Now Tax Jursdetions for Tox Fling Integrations
Context
1g now sats or oal ax uso lo you pay cofawaion, ens el young endo eo poe
Stops
1. Stops: Sap Pay Tate (SA)
2 Steps: Al Wore Tax hts (USA)
Ever axinlormaton othe aprons Wohers an sis or update eral and state wong econ 2 wel as bel
5. ak your ta fog provider to ad the raw lat beat lhe congrson, Workday deat send comany tle
norman tang teas
ait‘21ramr2, 4:10 PM
Workday Administrator Guide
1.42.2, Concept: Tax Filing Integration Launch Options.
‘Tax Filing Integration Launch Setup Notes
Fer perosc ae quarry tx
angers for pyro as.
I yur soen prover Cran, you mast prom separate tga fr fourth quar and anal dal. Copa your an
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Workday Administrator Guide
Tax Filing Integration Launch Parameter Notes
Integration Type wa
For ADP, vrty he Sequel Run Number ans the
5 your Wer inlementain de
© rye crarina rower Only submit aay
row rod sn dats, st en your
usteing or ting nom your ng abi
report fat ov the status of pri te
Toinclae al ohtos componios whi a Seal eas
Companis for aga Ent. To sect wheter o
‘astnor, asans th Ed Company Relatonship
sterTax. Cetin drives monty aa rom pace
lorepen Perv cl x08 or Masai, sae
| Include Pennsylvania Loca Tats.
uae Tx Fling | Ae you comple ter as, cone:
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Workday Administrator Guide
Integration Toe Invearation Parameters
ADP he 04 itagrton nies an x asi)
+ fn ho Fle Subtype
© caption Fl it ong fing
2 W- Wa Management Fie frye W2
ring Dot ses pen youre sendeg
cunnay ,
‘ena ox ig (Can Gry)
Tax Filing Integration Launch Parameter Example
A perdi norton canplaas succor a Mata 15 5:00 PM. The ex
5 nno mete Results Completed On of Before 1, psc value oar 31, 2813 at 5:05 P.M Adda fo miso
Related Information
View reyston Events
442.3, Maintain Tax Filing Categories
Prerequisites
Secu. Se Up: Pay (Tx Foz) - USA oman ia Me USA Pye uncoel ea
Context
irks autorataly maps tx ant wage py cmponents poy camporat groups io mos tax ing caagre. You ar responsible
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Workday Administrator Guide
Ing calogores are relevant openoa ane gnc neratons
Stops.
8. For each category spacly wich pay component ay component fous ici for x tg.
Example
Pay Component Group(s}Earinge)Deduetion() to
category mete
Moura Expense unttea Mong Experts
The Qusties Novy Expense repartee tera 2 2 eaming
Related information
ard Pont Yarn Tex Foms (USA)
4.424 Concept: Tax Filing Integration
Tose parade, uaa, ant anual ismaton rom Whey Pyro a pany serves rover ea fg eran
+ Mon negli prove eyo extra oeech month, Work provides arty iat ng nerfs fr ADP and
Masertor Cen Gees mony fom pode inlgrtons and does aque a seperate mente
+ Quart ogra roid qurer-o-dats an years-dts ttf ech wore. Toy sup sats unempbyrent
insurance (SU) ad ther quarry infornaton. Thi pry sence proves might ae hs farms fo prepare gusta ax
+ Annuaineystons prove yersocats wages, tax ilometin, nd W-2 ala fr es wot ADP receives sual x detain
Maintain Pyro! ex Fling Configuration, you cant nich eran ex deductions
‘Tosuaport ia fing orp ick py, oro separates employe wages andes Hom ti-pary nape an tae. Separation
‘tng egytors cont Tota cle exer ondpit eqs acesonal oréquraton to aozommedete Peary cx pay, heck
Fora company corequaor he thre pay issus he 2 when Work sands ax ie ADP aus araton, he
Specification Updates
[ADP Mastoro, and Coin nor ara rine specatan updates avance of whan hey rao oka completed Werkeay
tecsivs he societon pds te sre te you do, and en exiting apse a ade to cep wth pecan
‘poate, Exar: ADP sends G2 epelison utes on 423
suomi ie riegraton ole lo AD, ar he ee ofthe a,
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Workday Administrator Guide
Integration Processing
rans nla tax ous and wages subject bwithoing french tx aur. Te ntegaon cet
ever fo omits toe apogee, Paya
format ar aponsyanrypis he dla le. The einen salves th lee FTP encpb of our sanice prove where
so ett tat gavin
‘ou cen sen tax gta or muti compas nes un, ar yeu ca so cease runs forth sane pare company,
‘irk gots ne els om any comets pay ean or o-sarand aban ore species companions
Data Validation
+ ADP quan taratons (rues ania.
+ Gordan pero, query and anal gration,
+ Nisng ronued ols.
“ptonaty sneha gran evens 2 a ou ca very ha ati suman dt,
taro ng.
Address Priority for Tax Filing
Fer Masorox, ADP, ard Garcia lng neato, Weck sels ne ming dress ony odor asa one
Payot Tax Frm) -on fo 08 an ann
2. Nore Ars fr Pay check Type = Hora: Use Far = Payech
S. Wor Aas or Pay che (Typ8 = Wor: Use Fo= Paycheck)
{Home Wang Pama Tipe = Hers Poa = TRUE: Uso For= Matra)
6 Work MalingPimary Type = Wark: Pirary» TRUE: Use For = Mating)
Wer Maing (Toe = Werk Use Fr = Maing)
Required Integration IDs for ADP Tax Filing Integrations
neh Company rcedinyourtonnt must nave an hig 1D that mates ha AD cnt ID or yur company For sachtgraton
‘ow, see Be apopite tayaton estan ard ater ha coraspancin ADP er 1D
Available integration Templates
irks proves hess inipaton aps x loro
+ AOP Tar Fling Porc
+ AOP Tar Fin - Gust
+ Conn Tax Fig - Cuan
+ MosteTo Tx Fg Monty
+ Mostra Tx Fin Quatory
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Security Domains Required for Integration Access to Workday Data
+ Manage: Ormaneaton inteaaton
+ Process Tox itg-2s un -USA
Related Information
44251, Reference: Tex Filing Reports
Monthly Data Report
emmy a tax urs, Rata ey rela by pyre
fate whine epected mot and police subsion PSO}
Insurance (SU) x air.
+ Manage an ropa on many tx tn dt for
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Periodic Data Reports
Workday Administrator Guide
+ conpleton
1 Number ofreaus nthe opt
“ox Fling Period Oats by Common Py Agent
Inu aed wages, ute wapee and senor count
Quarterly Data Reports
within Date Range From! To ron, Worcay displays ne asocate Sata at wae
peta win th epoca rage any ot he Daa for QuartarlCompation Dats lb
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Workday Administrator Guide
Report Description
‘ox Fling Quarterly Data by Common Pay Agent Vo erry paral nx ta fort orion pay ae,
i
i
| + arp wane
i
| + tse wanes
+ Gras Arun
Tox Fig Quarteny Data by Company ‘Vow conpany ax rg daar sled companis ane
Calendar eucors. Daplysi-prograss an completed pay
exrnent rout or eath x ig gary, Waka
nln propre ess oon nprores esi, You can
valde progress pay! fsus beter conaeing er.
+ Acti Taxable wage New Yk Gy, Naw You
Calendar cuca, Daly i-pograss an copleed pay
Inco n propos resus ery in progress resus. You can
+ Act Taxable wage fo New York iy, Naw Yor
| This opr dose reflect overids you mak othe ntl
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State Unemployment insurance (SUI) Audit
(Su) stject wages might al blow be weely Beso of
the state. You can use 28 repo tdenty workers whose
amber of woes wort you might wantin sds onto Get
(Query Worker To ing Data wes sae You can vpte
+ Maintain Quart Tx ing Overs for Worker
Yeucan nti gusty ry vat ma
_ Tern ote en
‘Summary Report
lnaraton, Event dette ned
+ conan
+ orton as.
Related Information
Recon Tx Libis fr rin Paid Auta (USA
4.42.6] Example: Create Company State and Local Tax Custom Report
‘Thi oxampl hate 1 ay you sen cate a cantar report ew eran lta an bealUS ax norton fo alipl
Scenario
Prerequisites
Secu
+ Process: Tax itng2s (Run - USA domain isthe USA Payot fc ara
Steps
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2. nr eae vas:
ation Description
Report Name Ener Company Sao and cal Tax Report
Report Type Seb Aavarced
Date Source Sele Campany Stat and eal Tax Daa
Business object Fie
‘company Toe Oat Raping Pyro Lool Count utnoty
‘Company Toe Daa Raping Company Roponing Stat Date
Company Toe Dat Raping ‘Aoplcane Rote
5.0K OK,
(Sposa Enle he Enective Dat
ax data spleabe tothe tect dete. When you dr spect
native dete, po spy ange ne dt, You an risk th Elev Date par eae wren acing ne
report onthe Prompt tb.
Related information
Crate Custom Raponts
‘202182: Whats New Pst Company State a Local Tax Repo
4.13 | Time Off Inbound and Payroll Input Connectors
41.43: | Stops: Set Up Time Off Inbound and Payroll Input Connectors
Prerequisites
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Context
Stops.
‘See: les: Se Up Iragraton aint Wark Tine Card Data
pleat an roan stm hat rs mo cad deta to Wore Part
‘See: Sas: Se: Up tegration for Worker Payllta impor.
4.13.2, Stops: Set Up Integration to Import Worker Time Card Data
Context
Steps
1. Access tne Crete integration Syste ek nd eter Worker Tne Of incound te New Using Template ao
‘Secu integeton Bud ane iegrton Configure secu Somes
2. Geant ne norton Systm Ue (SU) Get on Pu scans oe sacurty ain
+ Wore Data: Payrl (ayr nau
2 Wort Daa: Tims Of aston
¢: Wertr Des: Tine Of Tine Of
Opten| Deserston
Input ie Format Irlesise oune te 9 oF CS ome
Input Date Format Spec the fora fra alas onthe re carl. Use
Document Retention Poly Spent he beaten, eubentes, an er pons at
lerscaton when aggng no
5 (Optoat Te ansorm he i car tea pr of tgraton aa Document Tansorato subopatn.
6. Set Up nearaon Ret
‘Spec now he rsqraon ystam esees the te cree.
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4.13.3 | Stops: Set Up Integration for Worker Payroll Data import
Context
fomat des by Woneay
Stops
4. Acces tne Crete ntgraton Systam ak deta Worker Paya input syne atthe Naw Using Te
Seoiniy integaton Bud ane inegrton Congr soc domans.
2. Geant norton Systm Ur (SU) eto Pu acon hee acu ain
2 Werk Osa: Pat (yr pu
* Wertr Data Tine Of Astron
¢ Warr Das Tire OF ene Of)
‘Seo: Slaps: Grarsntepaion or Exmal ndpl Accesso Wed.
ation Deserstion
Input FileFormat Spec thee oat oe payotinpat le (OSV XL),
Input Date Format ‘Sosy the fa fr a des on the pay pe, Dale
‘Document Retention Peliy Spec how many days Way Koos te impor les
4. Soc Intgration System > Gongure eration Map ané map requros exes payllvalios oe corespansng
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ation Deserstion
Deduction Code Sober» Payal Deacon Cac,
Arse Awad opsn aaa, and ne deduct Cries
Catgery Etgbay,
Caeaaton sn specie cherie, it must be ft py.
Eaming Code Sabet» Pay Earn Cae.
‘Te eamng Caston Deals must have the np
‘Arse owed opsn select, ad he eating Citra
Catgery Etgbay,
Cason en species: rs ot ono
ation Soe» Porn 1D forenes ate,
‘Til i requ Earning Code e Dedetion Code
srt spocte: oes, mustbe tempt
Paya ot teaming or seaiesn mb lige or
5 {Opole tranaorm he payline as pat oe negraton, 288» Oncurnt Irantorton au lomo,
you dnt param th sep develop an ener serie ora he py nt flint he ot requce by Work.
‘Spec now ne negra system eneves he saya pi
442.41 Concept: Time off Inbound and Payroll Input Connectors,
“Time Of absurd Cornet and Pal pat Connect. Using eth Kiana Warr Tnskeepet Oued neyo (ot
‘Kronos oly or are Commetor Werke ani Cre Connor: Organization Outbound (any ater ean atensaneapactin ana
‘ath he Tine Of nsound a Pye input Cones you cn len compli intgraton ston, Waray ca arene
anc stendanee. When enoojee esr ie worked, Worteyrtsves era 2 upto Wekdsy Paya Absence
File Formats for Time Off Inbound and Payroll Input Connectors
Tho Tino OF nseuné Canna and Paya ut Comtex mgratons per data In a Wrkay-dtned CSV (Conm-Separted
‘Yn or XML foal Tine Of toune Cameco ony, Each Cameco has is ow fl ra
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Workday Administrator Guide
Integration Process Flow
‘Tere Of hound Conoctr Paylin Conner itgraton ings ie snatndenc ta sna his roses
2 Youlauneh ne agate, eter by sched of manly
ioe etn ne Wer He foal contig 8 Docu Tras
Troubleshooting Time Off Inbound and Payroll Input Connector Integrations
4143.5] Concept: Time off Inbound and Payroll Input Data Mapping Exam
Data Import Maps
{efout ve, te iteration sat al vale, Obese, he inet tts he tine and aencace pcan vals
Map Deserption External Vale (Tine an | nterma Vae (Wor)
‘tendance System)
Tine OF one Warping btween exiomal
om Pro.
2 Persona eave Tie OF
ep Description External Vale (Tne and | tema Vale Workay)
‘tenance System)
uso Worktag| [ aps oxematcitomvaies | 00200 | reas
| weawonday wong atue | |
Deduction Code | Maps extemaldesucion | 401KER | 401K ER Math
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1.13.6 | Referance: Worker Payroll Input File Schema
+ Sv. The ebcud emu, we lp) dled ls, a2 rw te le oprosorts separate wore pal ac
Incl sopaeae era els, opona er manasa. rear, Use an amply srg rprsan nope ido =
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Feld Name Requiedtptional Dateye Integration MapiReterence
Emaloyee | recurs 1 et i
amg Code | eroe wen oaaicion Code | Text | ange Eonina cade
‘Deauetion Cade | | croie wen Eaming Cone | oductions
Clanton Reeronce son
ning Deduction Cove
place nto Aton np
Desmal 286)
Ie pasado he Paya
np Detanput Yau
Enng Doduton Cosa
‘ton! pot Detats
Data Valve rar,
Rebs Cletton
Desmal 268)
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Workday Administrator Guide
Dateye
Integration MaptReerence
pons
Releene santana Siam
aut vlve 9 F optont T peomat 26) T note ne adoina np
| | | ettes calcstason2.mhen
i i |
un caeoen) [pions tee | un caasoy
Custom Wong ?| [ opona Te costom Wong
iT i
‘custom Wong Optanet a custom Won
| | Custom Wong.
+t +t
Custom Werte | [ onions | ee custom Wong
epon Woring Opal = Resin Wortg!
‘Business Ste Working Ons a Busines Ste Wert!
ob Prote wonag| J onion | re [soo roth aoe Wondea
| | | ob Pole 10
Payot wielding Owe | Optonal a Payro Wilng Gree
Woy ce Worig.
[ opioet Tree [eit Amory wentag/
L L L
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Workday Administrator Guide
Dateye
Integration MeptReerence
Lectcainynenony | Opto ot ‘cal Cont Aatnty
woncag wag
Leal iyaurony Wortag | Optonal Te" eal Cy anor Worn
Paya Local yA
Amory Wert ‘sony Workag!|
Custom Organon pte Tea Custom oan
Custom Orgran | Opal Vex T cmon oreneton
| i | custom, orenzaton Wert
cunt Croanzaton | Optnal ren 7 cmon crpnaaton
Werisa | | | wean
i i | custom, Orton Wo
Custom Organon pte Tea ‘usom Oanzton
‘post
Custom Orpanzatn | Opal ret | custom ovanizton
‘stom Wai & | optaet | et ust wong
Custom Worn 05
‘aston Weng | ‘pions oe custom Wong
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Fats Name Requiedtptional ater Integration MapiReterence
‘stom Wark 12 Ops et custom Wong
‘stom Waka 12 ‘pts a custom Wong
‘stom Wrklag 14 | oat [oe | Custom ont
Fund Worog | option Tes Fund Wert Fane 19
T
Progam Weta | pions a Provan Weta
Company [pion Tex Consenys
| Comgary_Reteenes. 1D
ari wontag | opiont et I
Business Untwentap | Optonat ee 7 suxness Une woming
| i ‘Beane Unt 10
Coverage Sat Date | optont | ea None.
= +t +
Coverage End Date | orton | tee None,
ong Coreany i z= | tne
XML Schema
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Workday® Administrator Guide
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Workday Administrator Guide
1.13.7 Reference: Worker Time Off Inbound File Schema
‘Separate or form
CSV File Description
‘manson arco Ue an ery snalalie a epee
Fld Name RequirdOptionl Description
| sppcatn. Toe vate map oe
| wonaay emgoyee W0-EPLD
| era riegraton Ova,
Date Absent euros “The dt the mloyes tne of aploe
XML Elements
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Tineotinoanae 1 | conan a nr elements, Oy
—_ Oo.°.390.0
Tene Onnty 2 Contin tation fal aubsequnt
slemants, excep need. Uninced
J
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2 | (optonahAuique 19 suc an
| the Tine OF En econ for conection
| aha in XSD hing forma.
| | tanaston na vue eds the
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| sootaton. ne vat map tate
| Woriay Emgloyco WO-EPLD
3 | Te dat he mployes ten of apps
i | texans x89 dt form
JI
UnitsRequestod i || Number of unis of ime off thatthe
Comment fs | toptona) Comments ets |
Poston | epana Pestonib re wor
| senator
XML Schema
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Workday Administrator Guide
1.14 | TurboTax Integration
4.4441 |_ Stops: Set Up and Launch TurboTax® Integration
Context
ui, Use Secure Fle Taser Proacal (SFTP) 0 wand
‘Ya can era in the Work Parner Custer Dat Transl Opin w
ute 2 frat Tux san tara
Stops
‘Secu regaton But ant Integrtan Congr in the regan uncon area
5. Soc ne Enabled cack 2x onthe TurboTax Integration TurboTax Document Delivery Service few Be atepraton
2 satan Event
2 Set Up Peyret- Company Seat (Txes)- USA
ace gation ts fr 30 ay.
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