Skip to main content
W&M Budget Office: Workday Resources
Welcome to the Workday (WD) Budget Office resource hub. This section provides the essential tools and guidance necessary for managing departmental budgets and personnel actions effectively.
Personnel Action Requirements
To ensure timely processing and accurate financial oversight, all departments must provide comprehensive funding and positional data for every staffing request. Providing clear, detailed information at the outset minimizes delays in the approval workflow and ensures that our institutional resources are aligned with departmental needs. Please review the criteria below and submit the required details in the comments section of the personnel action.
Submission Requirements
Please ensure your comment includes the following components:
-
Costing Allocation: Provide the specific Driver worktags (e.g., Designated, Gift, and/or Grant). If the position is split-funded across multiple sources, you must specify the exact percentage to be charged to each worktag.
-
Position Number: Include the unique position number designated for this action to ensure the update is applied to the correct record.
- If New Position: The submitting department must provide previous position number that will fund new position.
-
Projected Salary: State the total projected salary for the position based on the current fiscal year's budget parameters.
- If New Position: A new position's salary should not exceed old position's budget. If it does, the submitting department must clarify how it will be funded.
In general, all personnel actions must reach the Budget Office two days prior to the payroll deadline to ensure enough time for review. Please refer to the Annual 2026 Payroll Processing Calendar for exact dates for when personnel actions are due for each pay period.