This page (revision-21) was last changed on 26-Nov-2021 10:22 by jmyers

This page was created on 26-Nov-2021 10:22 by JEscott

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RETROACTIVE PAY
RETROACTIVE PAY

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[{TableOfContents }]
!!!Features
!!FEATURES
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You will select the employees, types of historical pays, and the [pay components (PC)|PAY COMPONENTS] to be processed to produce the required retro pay.
You will select the employees, types of historical pays, and the [pay components|PAY COMPONENTS] to be processed to produce the required retro pay.
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The Retro PC can point to itself, in which case any assessed wage adjustments are made into the original [PC|PAY COMPONENTS]. The Retro PC can also point to a different PC, in which case any wage adjustments are recorded into the separate PC. The advantages/disadvantages of storing retro results into the original or a new pay component should be discussed with a Consultant.
The Retro PC can point to itself, in which case any assessed wage adjustments are made into the original PC. The Retro PC can also point to a different PC, in which case any wage adjustments are recorded into the separate PC. The advantages/disadvantages of storing retro results into the original or a new pay component should be discussed with a High Line Consultant.
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The [IPPC] ‘Retro Evaluation Method’ allows you to define if the [pay component|PAY COMPONENTS] is to be evaluated based on Pay Line information (‘By Pay Line’), or based on Pay Amounts information (‘By Pay Component’). Generally, pay or premium increases would be assessed using the ‘Pay Line’ method and changes in benefits or deductions (or amounts originally calculated with a [UserCalc|USERCALC] would be evaluated and assessed with a UserCalc.
The [IPPC] ‘Retro Evaluation Method’ allows you to define if the [pay component|PAY COMPONENT] is to be evaluated based on Pay Line information (‘By Pay Line’), or based on Pay Amounts information (‘By Pay Component’). Generally, pay or premium increases would be assessed using the ‘Pay Line’ method and changes in benefits or deductions (or amounts originally calculated with a UserCalc) would be evaluated and assessed with a UserCalc.
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Pay amounts are the values stored in the [P2K_PR_PAY_PC_AMOUNTS] table (they can be viewed on the [IPPH] Pay Amounts tab). These amounts come from a variety of sources; pay lines, benefits and attendance output, or UserCalcs. If the original pay amount was calculated by any other source than pay lines, then the ‘By Pay Component’ method must be used and a UserCalc must be created to calculate the retro amount. This UserCalc must be added to the originating pay component in the ‘Retro User Calc’ field.
Pay amounts are the values stored in the [P2K_PR_PAY_AMOUNTS table (they can be viewed on the [IPPH] Pay Amounts tab). These amounts come from a variety of sources; pay lines, benefits and attendance output, or UserCalcs. If the original pay amount was calculated by any other source than pay lines, then the ‘By Pay Component’ method must be used and a UserCalc must be created to calculate the retro amount. This UserCalc must be added to the originating [pay component|PAY COMPONENTS] in the ‘Retro User Calc’ field.
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Output from the UserCalc (via ‘Let PC =’) is recorded as the Retro Assessment. These results may be accessed using the ‘transaction to date’ operand (PT or ET).
Output from the Usercalc (Via ‘Let PC =’) is recorded as the Retro Assessment. These results may be accessed using the ‘transaction to date’ operand (PT or ET). See the User Calculation manual for examples of how to use PT, PC, ET and EC.
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%%information Note that when using a UserCalc, the ‘Let PC = ‘UserCalc line determines where (which Pay Component) the assessment is to be recorded. The ‘Retro PC’ from the PC definition is only used as output when the Pay Component Retro Method is ‘Pay Line’ method.%%
Note that when using a UserCalc, the ‘Let PC = ‘UserCalc line determines where (which Pay Component) the assessment is to be recorded. The ‘Retro PC’ from the PC definition is only used as output when the Pay Component Retro Method is ‘Pay Line’ method.
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;:If [UPRETRO] was run on these 2 increases (after updating the [IEAS] with appropriate backdated records), the 1st [UPRETRO] run would record $1.00 in Retro paid. The 2nd [UPRETRO] run would recognize that $1.00 has previously been awarded, and create a transaction for the difference ($0.75). A warning message “Retro amounts of $1.00 previously awarded on period 2000-05” will appear on the exception report in this case.
;:If [UPRETRO] was run on these 2 increases (after updating the [IEAS] with appropriate backdated records), the 1st [UPRETRO] run would record $1.00 in Retro paid. The 2nd [UPRETRO] run would recognize that $1.00 has previously been awarded, and create a transaction for the difference ($0.75). A warning message “Retro amounts of $1.00 previously awarded on period 2000-05” will appear on the
exception report in this case.
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Personality must be able to identify Retro Pay in some manner to be able to tax the income separately. This can be accomplished either by creating a new pay in a different ‘Pay Category’, or by choosing a different pay component for retro. Either way, the income can be identified. If the original pay components are used and stored into a ‘Regular’ pay, there will be no way to tax it differently.
[{$applicationname}] must be able to identify Retro Pay in some manner to be able to tax the income separately. This can be accomplished either by creating a new pay in a different ‘Pay Category’, or by choosing a different pay component for retro. Either way, the income can be identified. If the original pay components are used and stored into a ‘Regular’ pay, there will be no way to tax it differently.
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In all cases it is the ‘Output’ (Earnings) pay component that is evaluated and NOT the ‘Input’ (Time) pay component. Be careful to apply Retro set up to the correct [IPPC] entries.
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!!!Retroactive Pay Set Up
The following outlines the required set up to implement Retroactive Payroll in Personality.
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!Pay Components - [IPPC]
The ‘Retro Pay’ tab is populated ONLY for the earnings pay components and NOT for the time pay components.
;[Retro PC|PPC_ID_RETRO] (mandatory to trigger retro, otherwise optional):
;:Triggers the Retro process. Only PC’s with this field populated will be assessed.
;:If the ‘Retro Evaluation Method’ = By Pay Line, the pay component will be used to store the Retro Assessment for this originating pay component.
;:The ‘Retro Pay’ Tab is populated ONLY for the earnings pay components (NOT for the time pay components).
*For example, PC 1100 is the ‘Earnings’ associated with Time PC 100.
*In this example, the Retro Assessment will be processed into a different pay component from the original earnings (PC 1101).
;[Abbreviation|PC_ABBREVIATION] (defaults):
;:This filed holds the abbreviation of the ‘Retro PC’. This information cannot be updated here.
;[Retro Evaluation Method|RETRO_METHOD] (mandatory for retro, otherwise optional):
;:The example above depicts the set up required for the ‘By Pay Line’ method. See the ‘Features’ section for detailed notes on this method. If chosen, [UPRETRO] will process all pay lines with pay component matching the originating PC (in this example, PC 200) and store the results in the ‘Retro PC’ entered (also PC 200).
;:If ‘Retro Evaluation Method’ = By Pay Component, a UserCalc MUST be created and entered in the ‘User Calc’ field. The output of [UPRETRO] for this triggering PC will not store in the ‘Retro PC’ entered. The output stores into whichever PC (or PC’s) are used in the UserCalc line(s) ‘Let PC xxxx = nnnn’. The ‘Retro PC’ is used only to trigger the [UPRETRO] process for this PC.
;[Retro User Calc|MUC_ID_RETRO] (optional):
;:If method = ‘By Pay Component’, enter the name of the UserCalc that will be used to calculate the retro amount for this pay component. See the ‘Features’ section for more notes on UserCalcs.
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!Assignment - [IEAS] (Employee Triggers)
Employee assignments can be marked as ‘X Trigger Retro’.
[UPRETRO] can be executed for only ‘Triggered Employees’ for explicit employee selection.
When [UPRETRO] is executed, it will remove the trigger for those employees selected.
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!!!Retroactive Pay Process
Retroactive pays are generated by running [UPRETRO].
Retro handles any number of employees in one execution.
Selection is available by entity, payroll, unit, group, department, employee and pay category.
Retro monies can update existing pays or be inserted into new pays.
New pays are inserted into batches as determined by the ‘Batching Method’ provided report selection.
;:For example, batches can be created by ‘Department’ if desired.
When evaluation by pay line, the evaluation process will respect all ‘Wage’ related information. Accuracy will be as good as the maintenance done to the supporting files such as assignment, position, job, user variables, premiums, etc. Changes to this ‘Wage Sensitive’ data must be backdated properly before using the Retro feature.
The newly created batch will be assigned a ‘Batch Source’ of ‘UPRETRO - Retroactive Pay’.
Personality must be able to identify retro pay in some manner to be able to tax the income separately. This can be accomplished either by creating a new pay in a different ‘Pay Category’, or by choosing a different pay component for retro. Either way, the income can be identified. If you choose to use the original pay components and pick up retro in the next regular pay, there will be no way to tax it differently.
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![Notes|Edit:Internal.RETROACTIVE+PAY]
[{InsertPage page='Internal.RETROACTIVE+PAY' default='Click to create a new notes page'}]
In all cases it is the ‘Output’ (Earnings) pay component that is evaluated and NOT the ‘Input’ (Time) pay component. Be careful to apply Retro set up to the correct IPPC entries.
This page (revision-21) was last changed on 26-Nov-2021 10:22 by jmyersTop