!!!RETROACTIVE PAY

!!Processing Information
The Retroactive Pay facility is designed to provide a means to use historical pay information and create earnings and deductions ‘differences’ for the employee in a new pay. It is usually invoked after a change in a contract (union agreement) and can affect wages, premiums, benefits, or any other pay component.

Typically changes are ‘backdated’ to the date they should have been made.

You will select the employees, types of historical pays, and the pay components to be processed to produce the required retro pay.


For more information on the necessary set up required to run UPRETRO see the [RETROACTIVE PAY] page.
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!!Report Parameters & Filters

||Report Parameters||
|Entity|Mandatory, LOV Available \\Entity Mandatory, LOV Available
|Payroll|Mandatory, LOV Available \\Payroll Mandatory, LOV Available
|From Date|Mandatory, Date, LOV Available\\Used to qualify the pays to be evaluated. Only ‘closed’ pays with pay start date (on\\the [IPPH]) greater than or equal to this date will be included in the retro evaluation.
|To Date|Mandatory, LOV Available\\Used to qualify the pays to be evaluated. Only ‘closed’ pays with pay end date (on \\the [IPPH]) less than or equal to this date will be included in the retro evaluation.
|New Pay Category|Mandatory, LOV Available\\Pays will be created with the category specified in this field. Pay categories are\\defined on the [IPPGU] (U.S. Clients) and/or the [IPPGC] (Cdn. Clients).
|New Pay Period| Mandatory, LOV Available\\Enter the pay period in which the retro assessment will be paid to employees, for  \\new retro pays.
|Triggered Employees Only|Mandatory, Toggle\\If YES, only those employees with the IEAS field ‘Trigger Retro Pay’ set to ‘on’ will be processed.
|Create as Eligible|Optional, Toggle\\Choose if the new batches should be flagged as ‘eligible to pay’ or not. [UPCALC] \\will ignore batches with this flag ‘off’. This flag may be manually updated on the \\ [IPBE] (Administer Batches) form, and is used to ensure that batches are not\\prematurely picked up by an [UPCALC] run.
|Store Hours into PC|Optional, LOV Available\\If chosen, all hours that are evaluated (the associated time transaction from all\\earnings pc’s with Retro triggered) may be stored into a ‘time’ PC (should be a \\special pc created for just this purpose). This might be used as a ‘checks and\\balances’ pc to audit all the hours evaluated. Note that all overtime, premium and\\regular hours will store into the one pc entered here.
|Use IEAS Wages|Optional, Toggle\\If ON, the assignment wage will always be used during regeneration and not\\necessarily the matching one.
|Batching Method|Optional, LOV Available\\Choose a batching method (the manner in which UPRETRO will group employees \\for batch totals and administration). The same choices exist as for all other ‘batch \\creating’ programs: Authorization Area, Department, Dept. Batch Code, Location, \\Payroll or Work Area.
|Update Existing Pays|Optional, Toggle\\Defaults to ‘Yes’. Causes UPRETRO to create the ‘new’ retro assessment amounts \\into an existing pay ([IPPH] record, must have been created prior to running\\UPRETRO, and must be in stage ‘To Be Audited’ or ‘Audited’). This option allows \\users to pay retro on the same pay header as their ‘regular’ pay. \\Note: if users would like a separate pay (to control taxation or sundries, or to \\prevent benefits or attendance calculations from occurring), but do not want multiple\\pay stubs to be created:\\1) Choose ‘No’ for this parameter (create retro into a separate pay);\\2) Use the ‘Consolidate Disbursements’ flag on the Pay Category ([IPPGU] or\\[IPPGC]) to force one pay stub for both pays.
|Process New Additions|Optional, Toggle\\Defaults to ‘No’. If ‘Yes’, when back dated changes are made to configuration\\(IPPC/IEAS/ISPM, etc), these changes will cause Pay Lines to be generated \\that did not exist on the previous pays.  
|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).
|Trial|Optional, Toggle \\If ‘OFF’ then the update is committed. \\If ‘ON’ then the update is not committed and the [UPRETRO] may be run again.



||Report Filters||
|People List Code|Optional, Multiple Selection, LOV Available
|Person Code|Optional, Multiple Selection, LOV Available
|Department| Optional, Multiple Selection, LOV Available
|Unit|Optional, Multiple Selection, LOV Available
|Group|Optional, Multiple Selection, LOV Available
| |All of the above fields are used to qualify the employees to be evaluated.\\Qualifications work as ‘and’. For example, if both a department and unit are chosen, \\only employees whose records match both the department AND the unit will be \\chosen. Employees in the department, but not in the unit, will be ignored. Users may\\choose by exact matches (i.e. full Unit name “FT-Salary”), or by using ‘match’ (i.e. \\“FT%”).
|Evaluate Categories|Optional, Multiple Selection, LOV Available. \\Used to qualify the pays to be evaluated. Only ‘closed’ pays with category matching\\those chosen in this parameter will be included in the retro evaluation. Pays of \\category type ‘Reversal’, ‘Adjustment’, and ‘Retro’ will be ignored by UPRETRO, \\regardless of entry here. (Pays that have been reversed are also ignored, \\regardless of their category).


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![Notes|Edit:Internal.UPRETRO] 	
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