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.

---

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	Mandatory, 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).

---

Notes #

Click to create a new notes page