Steps: Rescind or Forfeit Bonus Payments for Employees

Enable the Rescind
action for selected security groups in the Employee Bonus for Bonus Process
business process.

You can rescind or forfeit a bonus payment for a specific employee. You can also forfeit a one-time payment.

To rescind a bonus payment, as a related action off the worker, select

Compensation

View Compensation History

On the

Bonus and One-Time Payments

tab, select

Business Process

Rescind

as a related action off the business process event for the worker's bonus payment.

The Initiate Compensation Review Process
must be complete.

To forfeit a bonus or one-time payment from the Request One-Time Payment
business process, select

Forfeit

Configure the Request One-Time Payment
process as a step on the Termination
business process.

The

Scheduled Payment Date

must be after the

Termination Date

Select the

Send to Payroll

option on the payment.

If you select

Forfeit

, Workday forfeits the payment, overriding

Send to Payroll

The ability to forfeit applies only when the worker still has the primary position as when you configured the one-time or bonus payment. Workday only displays those payments for forfeit associated with the current position. Workday doesn't display a payment for forfeit if the worker changes jobs or gets a new primary position after you configured the payment. Example: Terry has a one-time payment associated with the old position and another associated with the current position. During the termination process for Terry, Workday displays only the one-time payment associated with Terry's current position, not the former position.

The

Workflow State

for the employee's bonus payment updates to Rescinded
.