Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-09-19
Steps: Enable Forfeiture Adjustments for Time Off Plans

Steps: Enable Forfeiture Adjustments for Time Off Plans

  • Configure the time off plan to track balances.
  • Add at least 1 accrual with expiration to the time off plan.
You can create time offs enabled for forfeiture adjustment and configure time off plans to automatically pay out unused, expiring accruals.
  1. Access the
    Create Time Offs
     task.
    1. Select the
      Enable for Forfeiture Adjustment
       checkbox.
    2. On the
      Forfeiture
       tab, select a Forfeiture Type of Expiring Accruals.
      When setting the Priority on the
      Details
       tab, Workday recommends giving the forfeiture time off the lowest priority (highest number). This ensures it's processed after all other time offs on the time off plan.
  2. Access the
    Create Time Off Plan
     or
    Edit Time Off Plan
     task.
    1. On the
      Time Off
       tab, add the time off to the plan.
    2. Select the time off as the
      Time Off for Forfeiture Adjustment
      .
      You cannot define the
      Time Off for Forfeiture Adjustment
       field on a past dated time off plan snapshot. This field automatically populates once you add a forfeiture time off to your time off plan definition.
  3. Access the
    Domain Security Policies for Functional Area
     report and select
    Time Off and Leave
     as the functional area.
    1. Enable the domain security policy
      Process: Time Off Forfeiture Adjustment
      .
    2. Edit Permissions to grant user based security groups access to functionality related to the
      Time Off Forfeiture Adjustment Process
      .
    3. Activate Pending Security Policy Changes.
  4. (Optional)
     Access the
    Maintain Time Off Forfeiture Adjustment Settings
     task to define the number of past periods the scheduled job evaluates when creating new forfeiture adjustments.
Workday creates and recalculates forfeiture adjustments that take effect on the accrual expiration date and are visible to administrators on the:
  • Forfeiture Adjustments
     tab of the
    Maintain Accrual and Time Off Adjustments/Overrides
     task.
    Deleted forfeiture adjustments won't display on the
    Forfeiture Adjustments
     tab. If no forfeiture adjustments exist, this tab is hidden.
  • Time Off Forfeiture Adjustments for Workers
     report.
Map the Absence Component Related Calc (ACRC) of the forfeiture time off to an Earning or External Earning for payout.
  • If using Workday Payroll, access the
    Create Earning
     or
    Edit Earning
     task.
  • If using Third-Party Payroll, access the
    Create External Earning
     or
    Edit External Earning
     task.