Quick Reference Guide
Before You Begin
- You must have access to Workday.
- Your security role must allow you to assign costing allocations.
- Costing changes must be entered before the payroll funding deadline.
- Grant‑funded allocations require an end date.
Objective or Task
You will assign or update costing allocations for a specific earning on a worker’s position.
Instructions
Start the Assign Costing Allocation process
- Open Workday.
- Enter Assign Costing Allocation in the Search bar.
- Select Assign Costing Allocation from the search results.
Identify the worker and earning
- Enter or confirm the Worker.
- Review the auto‑populated Position.
- Select the Earning you want to fund.
View existing costing allocations (if applicable)
- Enter a date range to view current costing allocations.
Continue the process
- Click OK.
Enter costing allocation dates
- Enter a Start Date.
- Enter an End Date if the allocation uses a grant.
Add costing allocation lines
- Expand Costing Allocation Attachments.
- Click the Add icon to create a new costing line.
- Enter the Fund.
- Enter the Costing Organization.
- Enter the Distribution Percent.
All distribution percentages must total 100%.
Manage multiple allocations
- Click Add to enter additional costing lines.
- Select Copy Costing Allocation to duplicate an existing line if needed.
- Click Remove to delete allocations you no longer need.
Costing allocations for the same earning or position cannot overlap by date.
Submit for approval
- Click Submit.
If you use funding sources from multiple departments, the request routes to each applicable approver.
Assign allocations for other earnings
- Repeat these steps for each additional earning that requires a different costing allocation.
Outcome
The selected earnings are funded using the costing organizations and distribution percentages you entered and route for approval as required.