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.

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.

LINECMD TYPE 1OPERAND 1 OPERTYPE 2OPERAND 2 TYPE 3OPERAND 3IF GO TOELSE GO TONOTES
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 DATEEQ DB PPH.PAY_ISSUE_DATE 210
210 LET $G CF PREMIUM TYPEEQ A CCR REG 220
220 LET V CCR EQ CF P2K_CF_PREMIUM 300
300 LET $G CF PREMIUM DATEEQ DB PPH.PAY_ISSUE_DATE 310
310 LET $G CF PREMIUM TYPEEQ A CORR_ASSIGN 320
320 LET V CORR ASSIGN EQ CF P2K_CF_PREMIUM 400
400 LET $G CF PREMIUM DATEEQ DB PPH.PAY_ISSUE_DATE 410
410 LET $G CF PREMIUM TYPEEQ A HPL 420
420 LET V HPL EQ CF P2K_CF_PREMIUM 500
500 LET $G CF PREMIUM DATEEQ DB PPH.PAY_ISSUE_DATE 510
510 LET $G CF PREMIUM TYPEEQ 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.

Retroactive Benefit Calculation Program#

Report Parameters
Entity Mandatory, LOV Available
Payroll Mandatory, LOV Available
Pay Period Mandatory, date LOV Available
Retro Start Period

Report Parameters

Entity
Select the entity for which leou 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

Set Up Requirements#

Pay_Components
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

LINECMD TYPE 1OPERAND 1 OPERTYPE 2OPERAND 2 TYPE 3OPERAND 3IF GO TOELSE GO TONOTES
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 ELPLET RETRO EARNINGS 140
140 LET V TOTAL EARNINGS ADD V BASE EARNINGS V RETRO EARNINGS 99999
99999 RET V TOTAL EARNINGS