Rescind Transaction Guidance

What to do when things go wrong

Even under the best of circumstances, mistakes happen. The important thing is to know what to do when things go wrong. Some mistakes can be handled quickly and easily, while others are more difficult and will require time and effort to fix. Unfortunately, the time required to fix those mistakes will only increase the longer it takes to address them. So, we’re going to save you some time by keeping this simple. When you notice a mistake in a business process, there is one important question you need to ask. “Has this business process been final approved?”

Related askUS Answers! Video

What can I do if I submit a Workday BP with an error?

Thumbnail What can I do if I submit a Workday BP with an error?Should you Cancel, Re-do, or request a Rescind, if you have submitted a business process with an error? We'll walk you through the steps to determine your best option. Watch Now! (1:44)

I found a mistake—now what?

I’ve found a mistake in a business process, and it has not been final approved. Now what?

Cancel it!

If you’ve made a mistake in a business process, the best way to correct it is to cancel the business process before it is final approved. You can do this using the Workday Instructional Guide (WIG) Find/View, Cancel, or Rescind a Business Process Event.

I’ve found a mistake in a business process, and it has been final approved. Now what?

Fix it!

If a business process has been final approved, you may be able to fix it by simply taking additional action in Workday. Refer to the No Rescind Required section of the Rescind Request Matrix to find your transaction and the actions you can take to fix the transaction and continue moving the process forward.

Note: Enhancements to the Change Job process mean that CSUs are now able to fix more transactions than ever before.

Rescind it!

Unfortunately, some issues can still only be addressed by requesting a rescind. If the transaction type you are working with appears in the Rescind Required section of the Rescind Request Matrix, request a rescind immediately! To do so, you’ll need to request a rescind, by submitting the appropriate Request for a Rescind of Completed Transaction form. 

How long does a rescind take?

Each rescind is different and takes different amounts of time and effort to investigate and perform. To avoid additional delay, be sure to submit your rescind request before payroll runs. Check the Paydays & Payroll Deadlines page, maintained by Payroll Services, to be aware of any approaching deadlines. Keep in mind that even if your rescind request is received before the payroll deadline, if it is still in process when payroll runs it will be subject to additional delay.

Rescinds and Payroll Deadlines – Why does this matter?

Rescinds submitted or in process after payroll runs are subject to a much more complex and lengthy process to complete. This is due to the fact that support staff will need to manually update multiple university systems in order to ensure data integrity.