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Administrator Guide
Last Updated: 2025-02-21
Concept: Retro Events from Other Companies (CAN, USA)

Concept: Retro Events from Other Companies (CAN, USA)

This topic applies to:
  • Payroll for Canada
  • Payroll for the U.S.
You can process supported retro events from companies other than the workers' current primary job when workers:
  • Have 1 or more jobs in different companies in the same or different tax authority. Processing jobs in multiple pay groups requires that you enable the corresponding setting on the
    Edit Tenant Setup - Payroll
     task.
  • Transfer between different companies in the current pay period.
For Payroll for the U.S., for cross-company FLSA payments, you can enter bonus details and coverage dates for each company that workers had results in.

What Workday Processes

The
Retro Pay Calculation
 task generates retro differences for supported events that occur in companies workers are assigned to. When you run payroll, Workday processes the differences from the workers' current primary job company in their on-cycle pay. For differences from other companies, you can process on-demand additional payments using the:
  • Run On Demand Payment for Worker
     task for individual workers.
  • Run Retro Pay Complete for Subset of Workers
     task for groups of workers, where you can exclude current company retro results.

Mergers and Acquisitions (USA)

Workday processes workers' retro differences in their on-cycle pay when:
  • The differences are from companies that go through a merger and acquisition.
  • The companies that the differences are from are predecessors to the workers' current primary job company.
In other merger cases, you can pay the differences using on-demand additional payments. Example: Brian is currently in company C. He was previously in company A, which company B acquired. You want to pay Brian a retro bonus from company A. Since company A isn't a predecessor to company C, you run an on-demand additional payment for the bonus in company A.

Retro Differences in Reports

You can run retro reports, such as subreports of the
Retro Calculation Processing Report
, to view:
  • The source company of the retro differences.
  • The target period for which Workday processes differences, including differences you forward to multiple pay periods.

Example

Due to multiple reorganizations, Jane goes through several company transfers:
  • In February, she's in company A.
  • In April, she transfers to company B.
  • In July, the current pay period, she transfers back to company A.
Jane is due a bonus from January and company B retroactively increases the gym membership allowance, so you:
  • Enter a retro payroll input for the bonus.
  • Run the retro pay calculation.
As the bonus originates in the same company as Jane's current company, Workday processes it for July when you run on-cycle payroll. As the allowance increase relates to company B, you can process it using an on-demand additional payment.