WORKDAY: UPDATE EXPIRED COSTING ALLOCATIONS

July 23, 2019

Now that it’s a new fiscal year, it’s a good time for admins and managers to review and update their
department’s costing allocations in Workday. It is especially important to do this if your department has
staff who are paid from Non-Operating Budgets (ex. grants, gifts, designee, etc.).

If you do not review and update your department’s costing allocations, AND a costing allocation expires,
the affected employee’s wages are defaulted to the Operating Budget -- prevent surprise deductions from
your Operating Budget later in the fiscal year! This does not apply to faculty and staff paid through Period
Activity Pay, since long term positions paid from Non-Operating Budgets are more likely to have costing
allocations expire. 

Here is how to view your costing allocations:

  1. In the Workday search bar type: Position Allocations by Cost Center
  2. Enter your Cost Center.
  3. Look at the Costing Allocation Worktags column.
    • If the costing allocation has NOT expired, details for the Non-Operating Budget paying that employee
      will be here.
    • If the costing allocation is expired, this column will be blank.
    • If the employee is only paid through the operating budget, this column will be blank as well.
  4. If expired or expiring in the next 3 months, follow the directions for Organization Assignments and Costing Allocations.
  5. If expiring more than 3 months from now, set an Outlook calendar reminder for about a month before expiration.
  6. If you need assistance, please email workday@wpi.edu.