Steps: Enable Self-Service One-Time Payments
You can enable workers to request one-time payments for themselves using the
Request One-Time Payment for Self
business process.- Access theCreate Business Process Definition (Default Definition)task and create a default definition and security policy for theRequest One-Time Payment for Selfbusiness process type.Give security groups access to theSelf-Service: Request One-Time Paymentdomain in the Core Compensation functional area.
- Access theConfigure Optional Fieldstask and select from theBy Functional Areaprompt.Workday permanently hides these fields from the worker during theRequest One-Time Payment for Selfbusiness process:
- Coverage Dates
- Gross Up
- Recommended Maximum
- Recommended Minimum
- Send to Payroll
- Target Amount
- Target Currency
- Target Frequency
- Target Percent
- Access theMaintain Custom Validationsreport to configure custom validations for one-time payments.Existing custom validations for theRequest One-Time Paymentprocess also apply to theRequest One-Time Payment for Selfprocess. Use theOne Time Payment Event for Selfsource external field to exclude these types of events from specific custom validations.Configure any custom validations that your organization requires. Consider adjusting any custom validations that you use only for theRequest One-Time Paymentevent.
- Select theWorker Selectablecheck box on one-time payment plans to enable them for self-service.Doing so enables the plan for selection during theRequest One-Time Payment for Selfbusiness process, provided the worker is eligible for the plan. If you don't selectWorker Selectable, workers can't select the plan during theRequest One-Time Payment for Selfprocess.
Workers with the appropriate security can access the
Request One-Time Payment for Myself
task to initiate the Request One-Time Payment for Self
business process. Workers can also access the task from the Benefits and Pay Hub
.Workers can cancel their one-time payment request but only while it's still in progress. Workers can't correct or rescind their own
Request One-Time Payment for Self
process after it completes, regardless of the business process security policy.