Workday: How to Assign Costing Allocations for Different Earnings

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

  1. Open Workday.
  2. Enter Assign Costing Allocation in the Search bar.
  3. Select Assign Costing Allocation from the search results.

Identify the worker and earning

  1. Enter or confirm the Worker.
  2. Review the auto‑populated Position.
  3. Select the Earning you want to fund.

View existing costing allocations (if applicable)

  1. Enter a date range to view current costing allocations.

Continue the process

  1. Click OK.

Enter costing allocation dates

  1. Enter a Start Date.
  2. Enter an End Date if the allocation uses a grant.

Add costing allocation lines

  1. Expand Costing Allocation Attachments.
  2. Click the Add icon to create a new costing line.
  3. Enter the Fund.
  4. Enter the Costing Organization.
  5. Enter the Distribution Percent.

All distribution percentages must total 100%.

Manage multiple allocations

  1. Click Add to enter additional costing lines.
  2. Select Copy Costing Allocation to duplicate an existing line if needed.
  3. Click Remove to delete allocations you no longer need.

Costing allocations for the same earning or position cannot overlap by date.

Submit for approval

  1. Click Submit.

If you use funding sources from multiple departments, the request routes to each applicable approver.

Assign allocations for other earnings

  1. 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.

Need Additional Help

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