Summary Retro Process - PYUTRTRT
A retroactive payment is a payment made to an employee or group of employees as a result of a salary/rate increase applied to a past time frame containing paid periods.
How would you like to select the periods?
01 Frequency Match Code 02 Period Range
03 Date Range
- If "01" is selected: Enter a two-character frequency match code. There are 10 boxes on the Pay Period Definition page used for frequency matching. For a period to be included, it must have the code you enter here in one of the ten boxes.
- If "02" is selected: Enter the beginning and ending pay period.
- If "03" is selected: If the begin date or end date straddles a period, either a percentage will be calculated, or, if using daily timecards, the date of each hour is individually tested to see if it falls within the range. If summary timecards, or if a contribution or deduction affects the retro base, a percentage is calculated such that:
percent = (paid days in date range in period) / (paid days in period)
The percentage is then multiplied by the history amount and added into the retro PB. If daily timecards are used and there is a contribution or deduction in history which affects the retro PB, the dates from daily timecards will be used for the hours in the batch, and the percentage will be used for the contribution or deduction. If the user may use a flat percent instead of calculating the percent, by placing the percent in Associated Value 1 of common code PYFG/PY220C as outlined in the setup section.
Name of the timecard Set to be created: This will be a new batch name, eight characters beginning with a letter.
Period for the new Set: This is the period for the batch name entered above. Only employees who are currently assigned the cycle in the entered period will be included in this batch.
Retro Calculation Method you wish to use:
C1 % Increase: User entered C2 % Increase: Salary Ratio
C3 % Increase: Rate Ratio C4 Flat dollar per hour
C5 #Periods * Salary Difference
An explanation for the five different methods for calculating the payment:
C1 %Increase: User Entered: Prompts user for percent to increase Retro Pay Base.
Enter the percent of the increase (e.g. 0.25 = 25%):
The calculation is:
Retro Payment = (Retro PB) * (% increase entered by the user)
C2 %Increase: Salary Ratio: Percent increase is calculated by dividing the old salary by the new salary as determined by pay assignment selection criteria.
Enter the pay assignment selection criteria to derive the % or difference:
00 No Criteria-Select ALL 45 Pay Asgn. Code
46 Pay Asgn. Rec Type 47 Pay Asgn. Status
48 Pay Asgn. Part 1 49 Pay Asgn. Part 2
50 Pay Asgn. Part 3 51 Pay Asgn. Part 4
52 Pay Asgn. Part 5 53 Pay Asgn. Part 6
54 Pay Asgn. Part 7 55 Pay Asgn. Part 8
56 Pay Asgn. Part 9 57 Pay Asgn. Begin
58 Pay Asgn. End
Two salaries from two different pay assignments are used to derive the ratio. This question is used to select those two assignments. To determine which assignments to use when there are multiple date ranges, see below.
The calculation is:
Retro Payment = (Retro PB) * (old salary / new salary)
C3 %Increase: Rate Ratio: Percent increase is calculated by dividing the old rate by the new rate as determined by pay assignment selection criteria. The pay assignment selection criteria question seen in C2 is used to select assignments for the rate ratio. To determine which assignments to use when there are multiple date ranges, see below.
The calculation is:
Retro Payment = (Retro PB) * (old rate / new rate)
See information for selecting old and new salary below.
C4 Flat Dollar per Hour: Prompts user for flat dollar amount. This method uses hours accumulated in the retro Hour Base for the time period. The user is prompted for the amount:
Enter the flat dollar amount (e.g. 4.25):
The calculation is:
Retro Payment = (Retro HB) * (dollar per hour entered by the user)
C5 #Periods * Salary Difference: Subtracts old salary from new salary and multiplies by the number of retro periods. This is based ONLY on the salary amounts on the pay assignments, NOT on the Retro Pay Base or Hour Base. The pay assignment selection criteria question seen in C2 is used to select assignments for the salary difference. To determine which assignments to use when there are multiple date ranges, see below.
The calculation is:
Retro Payment = (Number of periods in range) * (new salary - old salary)
For methods C2, C3 and C5, which use selection criteria to obtain two pay assignments, some mechanism must exist to resolve the ambiguity of having more than two pay assignments for the selection. This may be accomplished in one of two ways: by using the two most current assignments, or by specifying an active date for each assignment.
The first method sorts pay assignments by date range and uses the most current as the new assignment, and next as the old assignment.
The second method prompts for a date for new and old assignments. The salary or rate is determined by the pay assignment which would be active for that date.
Method for determining the old and new pay lines:
CA - Use most current assignments
DT - Specify pay assignment dates
If "DT" is specified, then the following two questions prompt for the assignment dates:
Date of new salary/rate:
Date of old salary/rate:
Methods C1, C2, C3 and C4 require either the Retro PB or Retro HB be accumulated for the calculation. For these methods, the following question is asked which allows the user to select which history records are to be included in the Retro PB/HB.
Select how you wish to derive the Retro Pay Base or Hour Base from history: To retroactively pay a specific position, that position would be selected here.
What level of detail would like on the report?
AL: All; Period, Pay Line, Pay Code NO: None; Print no Report
PA: Partial; Pay Line, Pay code SU: Summary; One line total
AL Reports all CDH's within each pay line number code within each period that add to the Retro Pay Base or Hour Base, along with the retroactive payment and calculation method for each.
PA Reports pay line and number code along with the retroactive payment and calculation method for each.
SU Reports one line containing the Retro Pay Base or Hour Base, along with the retroactive payment and calculation method for each.
NO Prints no report, but timecard batch is still created.
5 sort levels in major to minor order: This question is for sorting employees, not for sorting detail information. Pay string information (GL Org Key, Org Key part, pay class, position, step) is derived from the primary pay assignment.
01 Employee Name 02 Employee ID 03 Employee SSN
04 Employee Pay Cycle 05 Employee Street 1 06 Employee Street 2
07 Employee City 08 Employee State 09 Employee Zip Code
10 Employee Country 11 Employee Status 12 Employee Type
13 Employee Calendar 14 Employee Entity 15 Employee FLSA Code
16 Employee Affirm. A 17 Employee Sex 18 Employee Marital Status
19 Employee Birth Dt 20 Employee Hire Date 21 Employee Leave Date
22 Employee Sep. Dt 23 Employee Begin Dt 24 Employee End Date
25 Employee Sel Cd 1 26 Employee Sel Cd 2 27 Employee Unit
28 Employee Misc.Val1 29 Employee Misc.Val2 30 Employee Misc.Val 3
31 Employee Misc.Val4 32 Supervisor ID 33 Supervisor Name
34 Organizational Key 35 Organization Pt 1 36 Organization Pt 2
37 Organization Pt 3 38 Organization Pt 4 39 Organization Pt 5
40 Organization Pt 6 41 Organization Pt 7 42 Organization Pt 8
43 Pay Class 44 Position 45 Step
46 Employee Sen. Adj.