FAQ: Retroactive Processing
- How do I restart a retro calculation after it stops?
- When a retro calculation fails or you cancel it before it finishes, access theRun Retro Pay Calculationtask to restart it. In most cases, you should use the sameEmployees to Calculateoption used on the original run.Original RunRestarted RunSmart RetroSelectSmart Retrowhen you restart.If results are in error after the restarted run, calculate retro again. This time:
- SelectCalculation Statuses.
- From the prompt, selectIn Error.
Smart Retro by EventsSelect the same events when you restart.If results are in error after the restarted run, calculate retro again. This time:- SelectCalculation Statuses.
- From the prompt, selectIn Error.
Calculation StatusesSelect the same result statuses when you restart.Unless you have specific result statuses to calculate, you can save time by selectingSmart Retroinstead.If results are in error after the restarted run, calculate retro by status again, this time selectingIn Error.WorkersSelect the same subset of workers when you restart. - Can I retroactively rehire a worker (CAN, FRA, IRL, UK, USA)?
- For Payroll for Canada, France, Ireland, the UK, and the U.S., yes, move the No Retro Processing Prior (NRPPT) date to 1 day after the termination of the previous employment. For Payroll for Canada and the U.S., you can process workers who had a different company or tax authority in their previous employment.
- When we rehire employees, how do we prevent the retro pay calculation from including pay periods from their previous employment?
- Use theChange No Retro Prior To Datetask to advance the employee's NRPPT date.Consider adding a To Do step on theTerminationbusiness process to change the NRPPT date.
- Can I rescind a retro hire?
- Yes, but you must cancel the retro results before rescinding the hire.
- How can I exclude supported retro events that occurred in the previous tax year from retro pay calculations?
- Use theChange No Retro Prior To Datetask to push out the NRPPT date of the employee.For Payroll for Ireland, Revenue recommends that you don't process retro differences when a retro termination crosses tax years. Workday recommends you suspend the retro result to ensure the values aren't processed in the current tax year.
- Does Workday process retroactive changes when I add or edit an earning or deduction definition?
- Changing the definition of an effective-dated earning or deduction doesn't trigger a retro pay calculation. Retro picks up the change when the worker has a supported retro event in the period it processes. Workday uses the pay component definitions effective in the retro periods.
- How can I ensure that balances are correct for on-demand additional payments that areIn Progressduring retro processing (CAN, FRA, IRL, UK, USA)?
- Determine whether the retro differences impact the on-demand additional payment:
- Balances.
- Limits (CAN, IRL, UK, USA).
- Recalculating the on-demand additional payments.
- Setting the on-demand additional payments to include retro differences.
- Why doesn't a bonus compensation plan with a retroactive effective date trigger a retro event?
- A bonus compensation plan isn't one of the compensation plan types that trigger a retro event. Only these types trigger a retro event:
- Allowance Amount Plan
- Allowance Percent Plan
- Allowance Unit Plan
- Calculated Plan
- Hourly Plan
- Salary Period Plan
- Salary Plan
- Salary Unit Plan