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Workday User Guide
Create Deferred Bonus Calculations

Create Deferred Bonus Calculations

  • Set up compensation eligibility rules.
  • Set up stock plans.
  • Security:
    Set Up: Merit and Bonus
     domain in the Advanced Compensation functional area.
You can give employees bonuses with an initial cash payment followed by a stock grant that vests over time. The deferred bonus calculation includes 1 or more amount ranges and corresponding deferred percentages. You can also configure a progressive calculation.
After you create the deferred bonus calculation, you can add it to bonus plans and specify the applicable eligibility rules and stock plans.
You can add
Deferred Bonus Amount
,
Deferred Bonus Percent
, or both as editable columns on your grid configuration. During compensation reviews, you can then override deferred bonus values for employees assigned to bonus plans with deferred calculations. The deferred bonus override amount must be 0.00 or greater and less than or equal to the total bonus amount.
  1. Access the
    Create Deferred Bonus Calculation
     task.
  2. Select
    Reference Field
    (s).
  3. (Optional) Select the
    Progressive Calculation
     check box.
    If selected, Workday calculates deferred bonus payments progressively.
    Enter a
    Minimum Threshold
     amount to set the minimum bonus amount required for the progressive calculation. If the bonus amount is less than this minimum, Workday doesn't defer any bonus amount.
  4. Configure the
    Definition
     of the calculation.
    Each row defines a range of bonus amounts and the percentage of the bonus to defer.
This table depicts a nonprogressive deferred bonus calculation:
Range Name
To Value
Deferred Percentage
Tier 1
250,000
0%
Tier 2
500,000
10%
Tier 3
900,000
20%
Tier 4
1,500,000
30%
Max Tier
99,999,999
40%
The
To Value
 of each row defines the lower limit of the range for the next row. Tier 2 has a lower limit of 250,000 because 250,000 is the
To Value
 for Tier 1. In this deferred bonus calculation, a bonus award of 450,000 falls into Tier 2 with 10% deferred.

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