Request One-Time Payment

Overview

This guide provides step-by-step instructions on how to request a one-time payment.

Details / Instructions

One-time payments may be provided to employees for recognition awards, bonuses for retention or special project contributions, as well as student payments.

Request One-Time Payment

1. In the workday homepage search bar, type in Request One Time Payment and then select Request One Time Payment task.
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2. On the Request One-Time Payment screen, review the payment reason categories. Enter an Effective Date for the payment.
3. To select an Employee, click the menu icon or type in a name, then click Enter to search.
4. Click OK.
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One-Time Payment Summary

1. Confirm the Effective Date as entered previously.
2. Click the pencil icon to update the fields within the Summary section. 
3. Select Employee Visibility Date. This may be a future date to allow the manager to discuss the payment with the employee before it is visible in Workday.
4. Select a Reason for the one-time payment by clicking the menu icon and selecting from the options.
5. Click the check icon to save your entries. 
   • Note: To update the Total Amount Requested, enter the information in the One-Time Payment section below.
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One-Time Payment

1. Complete the fields in the One-Time Payment section to indicate the payment plan, payment date, and amount. To begin, click the Add button.
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2. Select One-Time Payment Plan, then All Plans, and select the reason for the one-time pay.
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3. Select a Scheduled Payment Date. Select today’s date to include the payment in the employee’s next available paycheck.
4. Enter either an Amount or a Percent, depending upon the type of payment plan.
5. Leave the Currency as USD.
6. Ensure that the Send to Payroll box is checked.
7. Enter comments as needed within Additional Information.
8. Under the Supporting Information section, select the Cost Center. A reference for the default organization is provided under the Organization Assignments.
9. The Additional Worktags will automatically populate based on the cost center.
10. Complete other fields for Gift, Grant, or Project as needed. Click the Check Icon to save your entries.
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Attachments

1. If you are required to upload a document, click Select Files.
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2. Type in a Description of the attachment.
3. To select a Category, click the menu icon.

Review and Submit

1. Review your entries, then click Submit. The request for a one-time payment is sent to the Compensation team for review and approval. 
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   • NOTE: Refer to the Archive section of your inbox to see the remaining steps or approvals.

One-Time Payment Plans and Descriptions

Use the table below to choose the appropriate One-Time Payment Plan.

See Also

Request Interim Pay