Concept: Retro Events from Other Companies
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 theEdit Tenant Setup - Payrolltask.
- Transfer between different companies in the current pay period.
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 Workertask for individual workers.
- Run Retro Pay Complete for Subset of Workerstask for groups of workers, where you can exclude current company retro results.
Mergers and Acquisitions
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.
- Enter a retro payroll input for the bonus.
- Run the retro pay calculation.