Concept: Forfeiture Adjustments

For time off plans with the

Time Off Forfeiture Adjustment

field defined, the

Time Off Forfeiture Adjustment Process

(also referred to as the scheduled job) automatically runs on the last day of the time off period to create forfeiture adjustments for expiring accruals that are forfeited in the current period and the previous 3 periods. The

Maintain Time Off Forfeiture Adjustment Settings

task gives you the option to change the number of prior periods evaluated as part of the scheduled job.

Workday runs a background process every 15 minutes that automatically recalculates forfeiture adjustments for changes up to 12 months back. This is triggered by the following retroactive changes:

Approved Time Off Request or Correction
Approved Time Review Event
Accrual Adjustment, Accrual Override or Time Off Adjustment
Accrual Expiration Override

When a change is observed, the system updates only the amount on the adjustment and deletes any adjustments that are no longer valid for an expiring accrual.

You can use the

Run Time Off Forfeiture Adjustment Process

task (secured to the

Process: Time Off Forfeiture Adjustment

domain) to create and recalculate forfeiture adjustments for a subset of workers on an ad-hoc basis. As an administrator, you can use the ad-hoc job to make changes for those circumstances that you want to take more immediate action on, such as when a change isn’t observed, or you have items that need to be expedited to payroll.

These automated processes include built-in retry and error handling mechanisms to reduce the need for manual intervention.

If the

Time Off Forfeiture Adjustment Process

fails on a period end date, Workday automatically attempts to re-run the job for the next three consecutive days. If the job still fails after three retries, the most likely cause is an issue with calculating time off plan balances. To fix this, you should:

Troubleshoot the time off plan's setup and configuration. A significant number of calculation errors often indicate a configuration problem, which might show up as a stack trace error for many workers.
Manually relaunch the job using the
Run Time Off Forfeiture Adjustment Process
task and select the
Use Dates from Last Scheduled Run
checkbox to resume the process from where it left off.
If you don't select the
Use Dates from Last Scheduled Run
checkbox, automatic calculations won't resume until the next scheduled run.

To prevent system performance issues, Workday stops an Automatic Recalculation job run running the 15 minute background process if it reaches a specific failure threshold. For a specific worker and time off plan, Workday attempts to recalculate the failed records up to three additional times before disabling automatic recalculations for the worker.

You can identify these disabled records by running the

Workers with Automatic Recalculation of Time Off Forfeiture Adjustments Disabled

report.

To reprocess these records, you must manually launch the

Run Time Off Forfeiture Adjustment Process

task and select the

Recalculate only

checkbox. If no action is taken, Workday attempts to recalculate these records during the next scheduled job run.