Delete Employees from Worksheets

In Compensation Administration > Compensation Cycle Administration, you can delete employees from a manager’s worksheet and adjust the budget to accommodate that change using the Delete dialog box.

Note: For pay components that were configured without a defined budget, the option to set the budget isn’t available. Further, pay components configured with zero budget aren't shown.

If you delete the only employee in a worksheet, the status of that worksheet is changed to Removed. Removed worksheets are still visible in the My Organization tab; however, all budget values are removed and the worksheet is no longer accessible:

To delete an employee from a worksheet:

1. Go to Compensation Administration > Compensation Cycle Administration.
2. Open a manager's worksheet.
3. Select an employee, then click Delete in the worksheet toolstrip.
4. In the Budget Adjustments drop-down list, select one of the following options to specify how the deletion impacts the budget:
   • Proportionally based on Configured Salaries: Dayforce uses the existing percentage of total salary to calculate the new budget after removing the employee from the total eligible salary. The dialog box shows the current budget and the new budget for the selected worksheet and for the entire organization.
   • Manually: Dayforce shows the new worksheet budget with editable fields so you can manually update the budget. Use this option to adjust the budget based on guidelines. Dayforce calculates the recommended new budget based on the guidelines and you can change the values in the New Budget column. You can enter the new budget as either a percentage or fixed amount. When you enter a value, the corresponding value is automatically populated for the other format. The total budget for the organization is also updated to reflect the change.
   • None: The budget remains the same when you remove the employee.
5. Note: If a pay component is configured to apply proration rules to budget calculations, Dayforce automatically adjusts the budgets according to the selected employee's proration eligibility for the Proportionally based on Configured Salaries and Manually options. If the pay component was configured to base budgets on target bonuses and funding, Dayforce automatically adjusts the budget according to the employee's target bonus and funding percentage.
5. Click Delete.