Retrospective Pay Report

To process this retrospective pay, you can enter the actual pay rate changes for employees including an effective date from a prior pay period, Create a Retro ID, and then release the transactions from Retro Review into Entry via Single Screen.

The Retro Pay functionality will only calculate retro pay over earnings history at Preceda V15 and forward.

Rules and Guidelines

  • Time Entry will not be updated when using this option
  • The report can be produced in a Summary or Detailed format
  • A grid at the bottom of the screen is used to enter specific Hours Types, Allowances/Deductions to include in the calculation.

Report Parameters

The percentage to be applied

A period start date of the calculation, any pay periods that includes this date are included in the calculation

A period end date of the calculation, any pay periods that includes this date are include in the calculation

Up to six employee ID's can be entered to restrict the calculation, or if left blank employees selected are determined by other selection criteria.

The Level Codes required to select the correct combination of employees to be included in the calculation. If any of the fields are left blank all will be selected. e.g. if the state field is left blank all states will be selected.

An Award Code to base the calculation on an Award rate or pay.

A Salary Code to base the calculation on a Salary rate.

A Pay Frequency to apply the calculation to employees who are paid in a specified Pay Frequency. The calculation can be based on the employee's group pay only or by various components of the pay.

Is a detail report of the calculations required?

Code Description
Y

This produces the following two reports.

  • A summary report listing the total for each employee and consolidated totals
  • A details report listing the values of each pay within the selected period for each employee selected. This includes hours types and values, allowances and deduction untis and values, gross, tax and net and the calculated retrospective pay for each pay period.
N The Summary report is produced.

 

Is this Retrospective Pay calculation to be based on the employees taxable gross only?

Code Description
Y Calculate on Gross Pay only
N If this option is select the grid at the bottom of the window must be used to specify the components of the pay to be included.

 

This option is used to control the sort sequence of the report.

Indicate if the Hours Type is to be used only as a basis for this calculation.

Option Description
All Hours Types are included All Hours Types will be included in the calculation.
Selected Hours Types are included If this option is selected the grid must be used to specify the required Hours Types to be used in the calculation.

 

Indicate if the Allowances/Deductions are to be included in the calculation.

The grid must be used to specify the Allowance/Deduction codes to be used in this calculation

 

Select Run Process to submit job PNSA420