Payroll/Financial Checklist

13 Ways to Eliminate Errors, Delays & Data Silos in Workday

Stop the Cleanup. Start the Sync.

Workday was built to connect HR, Payroll, and Finance — but that connection doesn’t happen automatically. When your configuration isn’t quite right, small gaps turn into big headaches: journal errors, delayed close cycles, mismatched headcount data, and teams spending more time fixing problems than moving the business forward.

This free checklist gives Finance leaders, Payroll managers, and Workday Admins a practical, no-fluff guide to tightening the handoff between your people data and your financial reporting. Whether you’re troubleshooting recurring issues or just want to make sure nothing’s slipping through the cracks, this is your starting point.

What You'll Get

Here’s what you’ll walk away with:

✔A clear picture of where payroll and finance are out of sync — from costing allocations to journal entries, know exactly where your data breaks down

✔ 13 actionable checkpoints covering everything from retro pay and off-cycle payments to FTE consistency and benefit deductions

✔Guidance on automating the right things so your team spends less time on manual cleanup

✔ A framework for connecting time tracking to project billing, critical for services organizations where every hour needs to hit the right cost center

✔Tips for aligning your org structure to your financial reporting....because supervisory org misalignment creates more headcount confusion than most teams realize

✔A starting point for evaluating your Workday expertise gaps, so you can identify whether recurring issues point to a configuration problem or a talent gap

Ready to tighten up your Workday setup?