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My Save for Summer Balance Report

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This job aid outlines how to run the My Save for Summer Balance report in Workday.

Important Information

  • 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.

Getting Started

  1. Search for the My Save for Summer Balance report in the Search Bar and select it.The search bar showing the my save for summer balance text and the report showing beneath it
  2. Select a Starting Payment Date or Reversal Date and Ending Payment Date or Reversal Date.The my save for summer balance window showing the Starting and Ending Payment Date or Reversal Date fields

Note: This report should be run for a fiscal year (e.g., 9/1 to 8/31).

  1. Select OK. The report will display.The My Save For Summer Balance report page showing example data in the payment date and amount columns

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.