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UBRETRO
UBRETRO

Version management

Difference between version and

At line 9 removed 15 lines
!__UPRETRO/UBRETRO key processing differences__
[UPRETRO] and UBRETRO work differently with regards to pay header requirements.
In the case of [UPRETRO] the program will include all the old pays that are to have retro calculated. Prior to launching UPRETRO all the pay’s that will be processed will be displayed using the “List” button on [UPRETRO].
[UPRETRO] will create a new pay if there is no applicable pay header or will update an existing pay header if no applicable pay header can be found.
UBRETRO behaves differently in that it does not create a pay header. Instead prior to processing, UBRETRO requires the creation of a single "To Be Audited" pay for the specific pay period in which the retro amounts are to appear.
Therefore the “[Trigger BE Retro|TRIGGER_BE_RETRO]" toggle found on [IEAS] must be enabled on a EASD record that has effective and expiry dates that fall within the specified pay period start and end dates on the pay header selected.
If there are no "To Be Audited" pays that fall in period specified on the EASD records, than UBRETRO will not process.
At line 76 changed one line
The function UBRETRO was developed to process retro calculation amounts on benefit components. Benefit amounts requiring a retro calculation must have been generated during the benefit process in UPCALC in order for UBRETRO to process and re-calculate the retro benefit amounts. Pay components requiring a retro calculation [must|] have a "Retro PC' defined. These retro pay components may need to be added to elements (i.e. Total Deductions, Pre Tax Elements, etc..)
The function UBRETRO was developed to process retro calculation amounts on benefit components. Benefit amounts requiring a retro calculation must have been generated during the benefit process in UPCALC in order for UBRETRO to process and re-calculate the retro benefit amounts. Pay components requiring a retro calculation <u>must have a "Retro PC' defined. These retro pay components may need to be added to elements (i.e. Total Deductions, Pre Tax Elements, etc..)
At line 81 changed 4 lines
* A pay header at a 'To Be Audited' stage must be created for the employee before you can run the UBRETRO process\\
*A report parameter __Post Negative Retro__ controls if negative amounts should be posted to IPPH. If set to __NO__ the negative amounts are not recorded; however, exception messages will still be logged.
*Reversals and pays that have been reversed are ignored
*Unit and Group information is obtained from the assignment, not the from the __old__ pay header being evaluated.
* A pay header at a 'To Be Audited' stage must be created for the employees before you can run the UBRETRO process\\
At line 68 added 2 lines
When the UBRETRO process is run in 'Update' mode, a User Defined Field on the IPPH called 'Posted UBRETRO' is updated with a value of 'Y'.
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*Cancel the Pay Header(s) manually or run UPCBAT and run UPAUDT to delete the Pay Headers. You may then create a new Pay
*Cancel the Pay Header(s) manually or run UPCBAT and run UPAUDT to delete the Pay Headers. You can then create a new Pay
At line 79 added 57 lines
!!Retroactive Benefit Calculation Program
Report Parameters
;[Entity]
Select the entity for which you wish to run this process for
;[Payroll]
Select the payroll for which you wish to run this process for
;[Pay_Period]
This represents the current pay period for the batch where the Retro Lines will be "inserted". There should only be one pay header available to be used.\\ __Note: if there is no pay header available for the employee, the retro amount will not be calculated.__
;[Retro_Start_Period]
This represents the starting retro pay period for which the calculations will be processed
;[Retro_End_Period]
This represents the ending retro pay period for which the calculations will be processed
;[Triggered_Employees]
This restricts the list of employees to those who have the 'Trigger BE Retro' toggle 'On' at the assignment. Once UBRETRO has been run in the Non Trial mode, the toggles will be turned 'Off'
;[Benefit_Plans]
This represents the benefit plans to be processed. Multiple plans may be selected
;[Plan_Coverages]
This represents the coverages to be processed; the list of coverages will be restricted based on the benefit plans selected above
;[Trial]
If the value of this field is 'Yes', then the process will be run in trial mode and the data will not be saved to the database. If Trial is set to 'No', then the process will be run in update mode and the changes will be saved to the database.
__NOTE: It is always recommended to run the program in TRIAL first and verify the results before running it in update mode.__
;[Exception_Level]
The program can be run with various levels of exceptions and depends on the level of detail required; the higher the exception level, the greater the amount of detail.
;[User_Comment]
This field allows users to enter a short comment that will be visible on the first page of the report
;[Report_Filters]
The following report filters are used to restrict who in the batch should be reviewed and/or updated\\
* __People List Code__\\
People lists can be used to select groups of employees based on specific criteria\\__NOTE: This filter looks at the
employee's assignment details based on the pay period end date of the pay period defined in the 'Pay Period'
parameter__\\
* __Person__\\
Individual employees can be selected for processing\\
* __Batch Number__\\
Individual batch numbers can be selected for processing\\
* __Department__\\
Individual departments can be selected for processing\\
__NOTE: This filter looks at the employee's assignment details based on the pay period end date of the pay period
defined in the 'Pay Period' parameter__\\
* __Unit__\\
Individual units can be selected for processing\\
__NOTE: This filter looks at the employee's assignment details based on the pay period end date of the pay period
defined in the 'Pay Period' parameter__\\
* __Group__\\
Individual groups can be selected for processing\\
__NOTE: This filter looks at the employee's assignment details based on the pay period end date of the pay period
defined in the 'Pay Period' parameter__\\
At line 99 changed one line
;__High Line Recommendations:__\\
;__High Line Recommendations:__
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!!Retroactive Benefit Calculation Program
||Report Parameters||
| Entity | Mandatory, LOV Available
| Payroll | Mandatory, LOV Available
| Pay Period | Mandatory, Date LOV Available\\ If there is no pay header available for the employee, the retro amount will not be calculated
| Retro Start Period | Mandatory, LOV Available
| Retro End Period | Mandatory, LOV Available
| Triggered Employees| Mandatory. Yes/No\\Restricts the list of employees to only those who have the 'Trigger BE Retro' toggle 'On' at the assignment level
| Plan Coverages | Mandatory, Lexicon Available
| Benefit Plans | Mandatory, Lexicon Available
| Trial | Optional, Toggle\\If 'Off' then the update is committed\\If 'On' the update is not committed and UBRETRO may be processed again\\
|Post Negative Retro| Optional, Toggle\\If 'Yes' then negative amounts will be posted on the pay header\\If 'No' the negative amounts will not be posted\\In both cases exception messages will appear on the report
| Exception Level | Mandatory, LOV Available\\Defaults to ‘Exceptions Only’, may be changed to allow users to view higher-level exception messages (if problems occur, or to assist in set up and testing).
| User Comment | Allows users to enter a short comment that will be visible on the report
||Report_Filters||
| People List Code | People Lists may be used to select groups of employees based on specific data\\__NOTE: This filter looks at the employee's assignment details based on the pay period end date of the pay period defined in the 'Pay Period' parameter__
| Person | Individual employees may be selected for processing
| Batch Number | Individual bath numbers may be selected for processing
| Department | Individual departments may be selected for processing\\__NOTE: This filter looks at the employee's assignment details based on the pay period end date of the pay period defined in the 'Pay Period' parameter__
| Unit | Individual units may be selected for processing\\__NOTE: This filter looks at the employee's assignment details based on the pay period end date of the pay period defined in the 'Pay Period' parameter__
| Group | Individual groups may be selected for processing\\__NOTE: This filters looks at the employee's assignment details based on the pay period end date of the pay period defined in the 'Pay Period' paramater
----
![Notes|Edit:Internal.UBRETRO]
[{InsertPage page='Internal.UBRETRO' default='Click to create a new notes page'}]
This page (revision-99) was last changed on 26-Nov-2021 10:22 by jlawlerTop