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The UBRETRO facility was designed to calculate retro on benefit deductions when an employee receives a pay increase.

Retro_Benefit_Calculations_Based_On_Earnings

When an employee receives a retroactive pay increase, their benefit deductions may need to be recalculated to include the retro earnings.

The standard retroactive pay program UPRETRO will calculate the difference between the old and new wage rates and insert a pay line into the current period's pay header for each pay line that was evaluated.

Set Up Requirements#

Pay_Component

The program will only process for pay components attached to benefit plans that have a 'Retro' pay component attached to the 'Retro Pay' tab on IPPC. It is important to update the appropriate element if new 'retro' pay components are created

Custom_Functions

The following custom functions are required - P2K_CF_WAGE_RATE and P2K_CF_PREMIUM. The function 'P2K_CF_WAGE_RATE' will pass the wage rate from the employee's assignment as of the date found in the Global Variable 'CF WAGE DATE';

The function 'P2K_CF_PREMIUM' will pass the value of an employee's premium from their assignment as of the date found in the Global Variable 'CF PREMIUM DATE' and for the premium type defined in the Global Variable 'CF PREMIUM TYPE'.

Review the lexicon IMLN X_UC_FUNCTIONS. These functions may be manually added if not already there.

User_Calculation

Global Variables are needed to invoke the new custom function logic available in UserCalcs. The must be named exactly as shown: CF WAGE DATE, CF PREMIUM DATE, CF PREMIUM TYPE

Usercalc Example: Capture wage rate and premium rate as of pay issue date The following UserCalc was written to capture the employee's wage rate and premium rates as per the Pay Issue Date and return the combined amounts to be used in the benefit calculation. This is a 'Function' type UserCalc and will return the value of the wage rate plus premium rate to the appropriate benefit component.

LINE	CMD	TYPE 1	OPERAND 1	OPER	TYPE 2	OPERAND 2	TYPE 3	OPERAND 3	IF GO TO	ELSE GO TO	NOTES
100	LET	$G	CF WAGE DATE	EQ	DB	PPH.PAY_ISSUE_DATE	110

In order to ensure that retro wages are used in the benefit calculation and are picked up in the correct period a UserCalc (as shown below) is required to capture the retro earnings. This usercalc sample would be associated to the benefit plan IBPN as B0320

LINE	CMD	TYPE 1	OPERAND 1	OPER	TYPE 2	OPERAND 2	TYPE 3	OPERAND 3	IF GO TO	ELSE GO TO	NOTES
100	LET	V	Base Earnings	EQ	EC	PT_STD_EARN			110		The purpose of this usercalc is to capture the earnings used in part time pension calculations. Only retro earnings that have dates within the pay period should be processed. Retro earnings should be used to calculate 'retro' benefits for the pay period they are earned in
110	LET	V	ELPL.BEGIN_DATE	EQ	$S	PERIOD_START_DATE			120
120	LET	V	ELPL.END_DATE	EQ	$S	PERIOD_END_DATE			130
130	LET	V	RETRO EARNINGS	ELPL	ET	RETRO EARNINGS			140
140	LET	V	TOTAL EARNINGS	ADD	V	BASE EARNINGS	V	RETRO EARNINGS	99999
99999	RET	V	TOTAL EARNINGS

Processing Information#

Entity

This is a required field the user must select the correct entity to process

Payroll

This is a required field the user must select the correct payroll to process

Pay_Period

This is a required field the user must select the correct pay period to process. This represesents the pay period for the batch where the retro lines will be inserted. There should only be one pay header available to be sued. -NOTE - if there is no pay header available for the employee, the retro amount will not be calculated-