Request Compensation Change - Allowance Plans

Tags workday

Quick Reference Guide

Objective or Task

Request a compensation change to add, update, or end an allowance for an employee in Workday.

Before You Begin

  • You have access to Workday as an HR Initiator or HR Partner.
  • You know which allowance plan should be used for the compensation change.
  • You have required justification documentation available for the allowance.
  • You understand that some allowances require costing allocation updates after approval.

Instructions

Start the Compensation Change Request

  1. From the Workday landing page, enter Request Compensation Change in the search bar.
  2. Enter the Effective Date and Employee name.
  3. Select OK.
    • Best practice is to use the start of a pay period as the effective date.

Select the Compensation Change Reason

  1. In the Effective Date and Reason section, select a reason under Request Compensation Change > Allowance.
    • Use this to add a new allowance, update an existing allowance, or end an allowance.

Add or Update the Allowance

  1. Navigate to the Allowance section.
  2. Select Add to enter a new allowance or select an existing allowance to make changes.
  3. Enter the Compensation Plan.
  4. Enter the Amount and confirm the Frequency.

Enter End Dates if Applicable

  1. If the allowance is temporary, enter end dates under Additional Details.
    • Use Actual End Date if Workday should automatically end the allowance.
    • Use Expected End Date for reporting or future manual updates.

Handle Total Base Pay Over $100,000

  1. If the employee’s total base pay exceeds $100,000, add an additional plan.
  2. In the Other section, enter Total Base Pay over $100,000 as the compensation plan.
  3. Follow system prompts to add or remove this plan as needed.

Attach Documentation and Submit

  1. Attach required supporting documentation in the Attachments section.
  2. Set the document category to Compensation.
  3. Review the request for accuracy.
  4. Select Submit to route the request for approval.

Outcome

The allowance compensation change is routed for approval, and once approved, the allowance is applied correctly in Workday. A costing allocation task is triggered if required.

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