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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!!!FEATURES
!!!Features
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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|USERCALC].
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.
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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|USERCALC]. 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|USERCALC] must be created to calculate the retro amount. This [UserCalc|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_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.
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[UserCalcs|USERCALC] must be of type ‘Calculation’. The [UserCalc|USERCALC] will be performed each time the triggered [pay component|PAY COMPONENTS] is found on the selected pays.
UserCalcs must be of type ‘Calculation’. The UserCalc will be performed each time the triggered pay component is found on the selected pays.
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[UserCalcs|USERCALC] used for retro have all employee demographics and pay header information available to them (as if they were executed from within [UPCALC]). The [UserCalc|USERCALC] also has access to any [pay component|PAY COMPONENTS] (Pay Amount) values from the pay selected (by reading or using PC or Element information).
UserCalcs used for retro have all employee demographics and pay header information available to them (as if they were executed from within [UPCALC]). The UserCalc also has access to any pay component (Pay Amount) values from the pay selected (by reading or using PC or Element information).
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[UserCalcs|USERCALC] used for retro do not have access to old statistic amounts from the statistic file (the statistic file only holds its value as of the most recent closed pay and does not hold historical information). They do, however, have access to the pay component amount that updated/ created the statistic.
UserCalcs used for retro do not have access to old statistic amounts from the statistic file (the statistic file only holds its value as of the most recent closed pay and does not hold historical information). They do, however, have access to the pay component amount that updated/ created the statistic.
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Output from the [Usercalc|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).
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Note that when using a [UserCalc|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.
%%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.%%
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[{$applicationname}] must be able to identify Retro Pay in some manner to be able to tax the income separately. This can be accomplished either by creating a new pay in a different ‘Pay Category’, or by choosing a different pay component for retro. Either way, the income can be identified. If the original pay components are used and stored into a ‘Regular’ pay, there will be no way to tax it differently.
Personality must be able to identify Retro Pay in some manner to be able to tax the income separately. This can be accomplished either by creating a new pay in a different ‘Pay Category’, or by choosing a different pay component for retro. Either way, the income can be identified. If the original pay components are used and stored into a ‘Regular’ pay, there will be no way to tax it differently.
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!!!RETROACTIVE PAY SET UP
The following outlines the required set up to implement Retroactive Payroll in [{$applicationname}].
!!!Retroactive Pay Set Up
The following outlines the required set up to implement Retroactive Payroll in Personality.
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!PAY COMPONENTS - [IPPC]
!Pay Components - [IPPC]
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;:If method = ‘By Pay Component’, enter the name of the [UserCalc|USERCALC] that will be used to calculate the retro amount for this pay component. See the ‘Features’ section for more notes on [UserCalcs|USERCALC].
;: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)
!Assignment - [IEAS] (Employee Triggers)
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!!!RETROACTIVE PAY PROCESS
!!!Retroactive Pay Process
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[{$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 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.
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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