Payroll Costing Allocation Change Request Form

Payroll Costing Allocation Change Request Form

Used to request changes to future payroll funding

Requester Name*

Enter the name of the person completing this form

Requester Email Address*

Enter the email address of the person completing this form

Cost Center Accounting Specialist Email Address*

Enter the email address for the Cost Center Accounting Specialist who will initiate this transaction in Workday

Employee Name*

Position Title or Number

Once you enter the employee's name, the position will default. If the employee has multiple positions, enter the position(s) in which this costing allocation is for.

Start Date*

This is the date that you want this allocation to take effect. This will also be the end date of the current allocation in Workday that will need to entered.

End Date*

For allocations that are not supposed to end at the Fiscal Year End, you can use the 12/31/2099 End Date.

If this allocation is to cover multiple pay periods, enter the end date of the last pay period for the allocation.

Is this a Split Allocation?*

If your request involves more than two allocations, please use the EIB which can be found here: https://kb.wisconsin.edu/images/group598/148820/FINEIBs/FINEIBAssign_Costing_Allocation_v39.1Template.xlsx

Select

Values changing with Costing Allocation?*

Driver

Cost Center

Fund

Function

Additional Worktags

Distribution Percent

Cost Share?*

Select or enter value

Cost Share Grant Driver ID and/or Name*

Cost Share Percentage*

Driver Worktag

Cost Center

Fund

Function

Additional Worktags

Amount or Percent of Salary

If split funding, values changing with Costing Allocation*

Driver

Cost Center

Fund

Function

Additional Worktags

Distribution percent

Driver (split funding)

Cost Center (split funding)

Fund (split funding)

Function (split funding)

Additional worktags (split funding)

Amount or percent of salary (split funding)

Reason for Change

Provide a description of the reason for this Payroll Cost Allocation

Attachments*

Upload supporting documentation and/or EIB with required fields https://kb.wisconsin.edu/images/group598/148820/FINEIBs/FINEIBAssign_Costing_Allocation_v39.1Template.xlsx

Drag and drop files here or

Send me a copy of my responses

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