Setting Up P11D Organiser to Communicate with Workday

Modified on Thu, 27 Mar at 4:22 PM

Background

The P11D Organiser communicates with Workday user two ‘worker’ accounts, one for retrieving information and one for publishing information. In a majority of cases, customers have setup the same worker for both actions, however, the details still need to be entered twice, once for each process.

Please see this article for setting up Workday: Setting Up Workday to Communicate with P11D Organiser

Retrieving Information

Click on the Connection to payroll packages from the employer toolbar.

This will take you to the connection screen.

Ensure that Workday HR & Payroll is selected from the drop down, then hit the Connect button.

On the next screen you need to enter the Workday tenant, the time zone and the username and password for the provided worker. It is important to ensure that you append the tenant name after the username (in the example P11DOrganiser_ISU@MyCompany).

When you hit OK, if Workday has been configured correctly, you will be presented with a list of PAYE references held in Workday.

Publishing Information

To set up the connection for publishing, you would locate an employee with a benefit and then hit the Reports icon at the bottom. From this screen, select the settings cog in the lower left corner.

Then, from the settings screen, choose the option to Setup Workday.

This will present a screen that will allow you to configure the publishing process.

Once again you will enter the tenant name, and the username and password – don’t forget to add the @tenant on the end of the username. When you click OK you will go back to the reports wizard.

You will then need to select the benefit report you wish to send, ensure Publish to WorkDay.com is selected.

The system will then try to publish the document, and take you to a screen to complete the document mapping - each document you want to publish has to be set up accordingly in Workday (see here).

Once you have entered the Document ID, clicking OK should publish the document to the employee's self-service.