An allocation should distribute 40% to Department A, 35% to Department B, and 25% to Department C every month. Which basis method best meets the requirement?

In Workday, a Fixed-Percentage allocation basis is specifically designed for scenarios where a source pool must be distributed using predetermined, static percentages across specified target worktags. Since the requirement explicitly dictates a constant distribution of 40%, 35%, and 25% to specific departments every month, configuring a fixed-percentage basis is the most direct and accurate method. It eliminates the need for dynamic calculations based on fluctuating balances or statistics.

A. Source activity basis distributes based on the proportion of activity in the source, which fluctuates and is not a fixed percentage.
B. Statistical headcount basis distributes dynamically based on headcount numbers, which can change monthly and will not guarantee a strict 40/35/25 split.
C. Equal distribution basis would divide the pool evenly (33.33% each), which violates the specific 40/35/25 requirement.

Workday Administrator Guide: Record to Report -> Allocations -> Allocation Basis Types -> Fixed Percentage.

Workday Administrator Guide: Record to Report -> Allocations -> Creating Allocation Rules.