RETROACTIVE BENEFIT EARNINGS AMOUNTS#
Features#
The UBRETRO facility was designed to calculate retro amounts on benefit deductions when an employee receives a pay increase. 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.
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" 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.
New Custom Functions#
Two New Custom Functions
- P2K_CF_WAGE_RATE
- P2K_CF_PREMIUM
These new custom functions have been created to be used with UserCalcs which allow us to determine an employee's wage rate and premium rate based on dates defined in the UserCalc. These new functions are defined in the lexicon 'X_UC_FUNCTIONS'. If the functions are not listed in X_UC_FUNCTIONS lexicon, they can be manually added to the lexicon in IMLN
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'.
These calculations are based on the employee's Prime Assignment only.
The Global Variables must be named and created exactly as shown below:
CF PREMIUM DATE - this is a 'DATE' type global variable
CF PREMIUM TYPE - this is a 'CHAR' type global variable
CF WAGE DATE - this is a 'DATE' type global variable
Sample User Calculation#
Global Variables are needed to invoke the new custom function logic available in UserCalcs. They must be named exactly as shown below:- 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 | |||||
| 110 | LET | V | BASE WAGE | EQ | CF | P2K_CF_WAGE_RATE | 200 | |||||
| 200 | LET | $G | CF PREMIUM DATE | EQ | DB | PPH.PAY_ISSUE_DATE | 210 | |||||
| 210 | LET | $G | CF PREMIUM TYPE | EQ | A | CCR REG | 220 | |||||
| 220 | LET | V | CCR | EQ | CF | P2K_CF_PREMIUM | 300 | |||||
| 300 | LET | $G | CF PREMIUM DATE | EQ | DB | PPH.PAY_ISSUE_DATE | 310 | |||||
| 310 | LET | $G | CF PREMIUM TYPE | EQ | A | CORR_ASSIGN | 320 | |||||
| 320 | LET | V | CORR ASSIGN | EQ | CF | P2K_CF_PREMIUM | 400 | |||||
| 400 | LET | $G | CF PREMIUM DATE | EQ | DB | PPH.PAY_ISSUE_DATE | 410 | |||||
| 410 | LET | $G | CF PREMIUM TYPE | EQ | A | HPL | 420 | |||||
| 420 | LET | V | HPL | EQ | CF | P2K_CF_PREMIUM | 500 | |||||
| 500 | LET | $G | CF PREMIUM DATE | EQ | DB | PPH.PAY_ISSUE_DATE | 510 | |||||
| 510 | LET | $G | CF PREMIUM TYPE | EQ | A | LPL | 520 | |||||
| 520 | LET | V | LPL | EQ | CF | P2K_CF_PREMIUM | 600 | |||||
| 600 | LET | V | BENEFIT WAGE | ADD | V | BASE WAGE | V | CCR | 610 | |||
| 610 | LET | V | BENEFIT WAGE | ADD | V | BENEFIT WAGE | V | CORR ASSIGN | 620 | |||
| 620 | LET | V | BENEFIT WAGE | ADD | V | BENEFIT WAGE | V | HPL | 630 | |||
| 630 | LET | V | BENEFIT WAGE | ADD | V | BENEFIT WAGE | V | LPL | 99999 | |||
| 99999 | RET | V | BENEFIT WAGE |
Calculate Retro Benefit Amounts#
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..)Caveats
- UBRETRO will not process pay headers where no benefits have been calculated
- UBRETRO will not calculate benefit retro amounts unless the employee is enrolled in a benefit plan
- A pay header at a 'To Be Audited' stage must be created for the employee before you can run the UBRETRO process
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'.
The following can be done if UBRETRO was run in update mode and needs to be rerun:
Option 1
- Cancel the Pay Header(s) manually or run UPCBAT and run UPAUDT to delete the Pay Headers. You may then create a new Pay Header and rerun the UBRETRO process
Option 2
- Delete the lines created in the Pay Header, remove the 'Y' in the 'Posted UBRETRO' user-defined field on the Pay header and then run UPAUDT. You will need to make a change in the Pay Header to reset the stage to 'To Be Audited'. The UBRETRO process may then be rerun.
Set Up Requirements#
The UBRETRO program will only process for pay components attached to benefit plans that have a 'Retro' PC attached to the 'Retro Pay' tab on IPPC. It is important to update the appropriate element if new 'retro' pay components are created.- High Line Recommendations
- _
- Create unique pay components to store the retro amount
- Create unique pay components for adjustments
Retro Benefit Calculations Based on Earnings
#
When an employee receives a retroactive pay increase, their benefit deductions may need to be re-calculated to include the retro earnings.
The standard retroactive pay program (UPRETRO) will calculate the difference between the old and new wage rates and will insert a pay line into the current period's pay header for each pay line that was evaluated. 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.
The UserCalc example listed below us the Part Time Pension calculation and is associated to B0320 on the PT_PENS plan
| 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 |
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 |
| 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 |
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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