This job aid outlines how to run the My Save for Summer Balance report in Workday.
My Save for Summer Balance Report
- This report will display positive amounts when funds are contributed to the Save 4 Summer plan from your paycheck. It will display negative amounts when you have received pay-outs.
- The total at the end of the fiscal year should be zero.
- Search for the My Save for Summer Balance report in the Search Bar and select it.
- Select a Starting Payment Date or Reversal Date and Ending Payment Date or Reversal Date.
Note: This report should be run for a fiscal year (e.g., 9/1 to 8/31).
Note: The amount of Save For Summer that was deducted or paid out on each payment date are shown as individual line items.
This completes the My Save for Summer Balance – Report overview.