Eliminate offline spreadsheets and data entry errors by natively capturing and validating mandatory workforce details directly inside Workday.
Managing workforce data across global borders presents unique localized compliance demands. When onboarding or updating worker details in the United Kingdom, HR and payroll teams must capture specific regulatory information—most notably National Insurance Numbers (NINO), Student Loan repayment plan selections, Pension Auto-Enrollment preferences, and Pay As You Earn (PAYE) details.
Because standard global HCM platforms often lack out-of-the-box fields for region-specific requirements, organizations frequently resort to manual workarounds like paper forms, PDF attachments, emails, and offline spreadsheets. This disjointed approach creates administrative bottlenecks, introduces human error, and poses data privacy risks under GDPR.
Configurable Local Fields (CLF), built natively on the Workday platform, embeds country-specific data collection directly into standard Workday business processes like Onboarding or Personal Information Changes.
Here is how CLF specifically addresses core payroll fields:
1. National Insurance Number (NINO) Syntax Validation
The Challenge: Missing or improperly formatted 9-character National Insurance Numbers lead to HMRC submission failures and delayed payroll processing.
The CLF Solution: Implement RegEx (Regular Expression) validation directly at entry. If a worker enters an incorrectly formatted tax number, CLF instantly displays a customizable error message guiding them to enter a valid format before submitting the task.
2. Student Loan & Postgraduate Loan Repayment Plans
The Challenge: UK workers must specify their exact Student Loan plan type (e.g., Plan 1, Plan 2, Plan 5, or Postgraduate Loan). Collecting this via unstructured text fields leads to miscalculated deductions and payroll rework.
The CLF Solution: Utilize controlled drop-down picklists inside the employee's Workday Inbox task to ensure standardized selection of loan plans.
3. Pension Auto-Enrollment & Opt-Out Tracking
The Challenge: Managing UK workplace pension auto-enrollment choices outside core HR processes complicates reporting and auditability.
The CLF Solution: Capture pension contribution preferences and enrollment choices natively within Workday's Business Process Framework. Every entry is fully auditable, cancellable, and rescindable under regular Workday security.
Data collected via CLF is readily available in Workday Payroll Effective Change Interface (PECI) templates using Calculated Fields. Calculated Fields check that the Enter Local Fields business process is Successfully Completed before passing the data, ensuring incomplete or unapproved entries never reach your local payroll provider.
Key Advantages:
Zero Offline Data Chasing: Replace paper forms and emails with secure Workday Inbox tasks.
Front-End Data Accuracy: Catch entry errors instantly using RegEx rules and picklists.
Fully Auditable Security: Built on Workday Extend, every entry is cancellable, rescindable, and tracked in Workday's Business Process Framework.
Rapid Time-to-Value: Deploy quickly inside your tenant with no external infrastructure dependencies.