FAQ: Flexible Payment and Deduction Options

How can I submit a request on behalf of a worker?: You can access the
Record Flexible Payment and Deduction Options
task to create a flexible payment and deduction request for a worker. Workday automatically approves the request.
Can I change a worker's payment or deduction request?: When you review a worker's request, you can change it before approving it. After approval, correct the business process to make changes.
For loans and advances:
You can change both payment and deduction details before the payment to the worker.
You can change only the deduction amount after the payment to the worker.

For target or goal amount requests:
You can change all deduction details before the first deduction.
You can change only the deduction amount after the first deduction.
How can I pay a flexible payment to a worker before the regular payroll date?: You can create an on-demand payment for the early payment amount. Pay the full amount originally requested. When you run the on-demand payment:
Select the same
Period
as the payment period on the request.
Select the flexible earning pay component.
Select the payment or deduction type ID from the
Worktags
prompt.
How do I collect an outstanding flexible payment and deduction balance on a terminated worker's final paycheck?: You can set up a flexible deduction pay component that uses a conditional calculation with the Flexible Payment – Outstanding Balance
IVC. We recommend using a condition like Worker is Terminated as of Sub Period End Date
. You can then use this pay component when creating a flexible payment and deduction option for a worker. If this worker is terminated while there's an outstanding balance on the pay component, the balance will recoup automatically on the final paycheck.
Alternatively, you can add a one-time payroll input for the outstanding balance amount. When you add the payroll input:

Select the flexible deduction pay component.
Select the payment or deduction type ID from the
Worktags
prompt.
When can I reverse approval of a worker's request?: You can rescind the business process to reverse the request:
Before payment to the worker, for a flexible payment request.
Before the first deduction, for a goal or target amount request.
How can I pause a flexible deduction for 1 period?: You can add one-time payroll input for the worker to override the deduction amount to zero. When you add the payroll input:
Select the flexible deduction pay component.
Select the payment or deduction type ID from the
Worktags
prompt.
When does the final deduction period for a request display on the View Flexible Payments and Deductions report?: Workday populates the
Final Deduction Period
on the report when it archives the request. The archive job runs automatically at 04:00:00 GMT on the first Monday of each month. It archives completed requests that have an outstanding balance of zero and at least 1 completed pay result.
How do I reduce the balance of a flexible payment and deduction when a worker makes a payment outside of payroll?: You can create a manual payment to reduce the balance of a flexible payment and deduction. As you run the manual payment for the worker, select the flexible payment or deduction type ID from the
Worktags
prompt.
How should I handle midperiod worker pay group changes?: Scenario
Consideration

A worker changes pay groups before they receive payment.
When the pay groups have different frequencies, Workday displays the payment in both the old and new pay groups. When you complete the period for 1 pay group, Workday sets the result status in the other pay group to Requires Recalculation. Recalculate the result to remove the extra payment.

A worker changes pay groups in the final deduction period.
When both the old and new pay groups are in progress, Workday displays the deduction in both pay groups. When you complete the period for 1 of the pay groups, Workday sets the result status in the remaining pay group to Requires Recalculation. Recalculate the result to remove the extra deduction.

A worker changes to a pay group with a shorter pay period.
Workday prorates the deduction in the longer pay period and takes the full deduction in the shorter pay period. This could deduct more than the worker expected.
Example: Marc has a flexible deduction of 20 per pay period. When he changes pay groups on the 15th, his pay period changes from monthly to weekly. That month, Workday deducts:
10 for the subperiod in the old pay group.
20 for the first weekly period in the new pay group.

You can add one-time payroll input to adjust the deduction amount.

Scenario	Consideration
A worker changes pay groups before they receive payment.	When the pay groups have different frequencies, Workday displays the payment in both the old and new pay groups. When you complete the period for 1 pay group, Workday sets the result status in the other pay group to Requires Recalculation. Recalculate the result to remove the extra payment.
A worker changes pay groups in the final deduction period.	When both the old and new pay groups are in progress, Workday displays the deduction in both pay groups. When you complete the period for 1 of the pay groups, Workday sets the result status in the remaining pay group to Requires Recalculation. Recalculate the result to remove the extra deduction.
A worker changes to a pay group with a shorter pay period.	Workday prorates the deduction in the longer pay period and takes the full deduction in the shorter pay period. This could deduct more than the worker expected. Example: Marc has a flexible deduction of 20 per pay period. When he changes pay groups on the 15th, his pay period changes from monthly to weekly. That month, Workday deducts: 10 for the subperiod in the old pay group. 20 for the first weekly period in the new pay group. You can add one-time payroll input to adjust the deduction amount.

Concept: Business Process Management

Add Payroll Input for Workers

Create On-Demand Replacement Payments

Create On-Demand Additional Payments

Create Manual Payments