I need to update costing allocations for a worker. How do I know what Costing Allocation Level to use?

Worker and Position costing allocation level identifies funding for a worker’s base pay (salary, hourly, academic salary, etc.) and must always be assigned at a minimum to ensure that the base pay associated with a worker’s given position is funded and distributed appropriately to the planned cost center accounts/fund source(s).

Worker, Position, and Earning costing allocation level identifies funding for additional compensation and should be maintained to specify costing instructions for specific earnings (e.g., all allowances (such as faculty supplement, temporary additional duties, communication device payments), other earnings such as overtime or event pay, etc.). Caution: If a costing allocation is not maintained at the Worker, Position, and Earning level for specific earnings, all charges will default to the Worker and Position level costing allocation.

For more information refer to the Assign Costing Allocation as a Stand-Alone Process- Workday Instructional Guide.

Position Restrictions Costing Allocations level costing allocations refer to the budgetary funding for the position. This costing allocation level is only allowable for budgeted positions within a Position Management (PM) Staffing Model. Refer to the Position Budgeting section and the Budget Office guidance.

General guidance for all this can be found in Job Costing Documentation.