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Administrator Guide
Last Updated: 2023-06-23
Concept: Forfeit and Clawback for Terminated Workers

Concept: Forfeit and Clawback for Terminated Workers

Workday provides the ability to forfeit and claw back one-time payments to terminated workers processed through Workday Payroll or Payroll Integration.
Workday Payroll only processes the one-time payment when you select the
Send to Payroll
 option on the
Request One-Time Payment
 task. With
Send to Payroll
 selected, the
Forfeit
 option displays during terminations for both one-time and bonus payments only when both:
  • You have configured
    Request One-Time Payment
     as a step in the
    Termination
     business process.
  • The
    Scheduled Payment Date
     on the one-time or bonus payment is after the
    Termination Date
    .
    The worker still has the primary position as when you configured the one-time or bonus payment. Workday only displays those one-time or bonus payments associated with the current position. Workday doesn't display a payment 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 their current position, but also has another associated with their old position. During the termination process for Terry, Workday displays only the one-time payment associated with Terry's current position.
If you select
Forfeit
, Workday forfeits the payment, overriding
Send to Payroll
, and won't pay the one-time or bonus payment.
You can also claw back one-time payments. The
Clawback
 section displays only when 1 or more of the worker's one-time payments meet these criteria:
  • You selected the
    Clawback
     category on the one-time payment plan.
  • You selected
    Send to Payroll
    .
  • The
    Clawback Date
     on the one-time payment is after the worker's
    Termination Date
    .
  • The
    Scheduled Payment Date
     is on or before the
    Termination Date
    .
  • The worker still has the primary position as when you configured the one-time or bonus payment. Workday only displays those one-time or bonus payments for clawback associated with the current position. Workday doesn't display a payment for clawback if the worker changes jobs or gets a new primary position after you configured the payment.