Viewing Retroactive Benefit/Deduction Requests

This section discusses how to view retroactive requests.

You can view requests by employee, mass retroactive request ID, effective date, or process status.

Page Name

Definition Name

Usage

Retro Ben/Ded Request Summary Page

RETRODED_RQST_SUMM

View retroactive benefit/deduction requests by employee, mass retro request ID, effective date, or process status.

Use the Retro Ben/Ded Request Summary (retroactive benefit/deduction request summary ) page (RETRODED_RQST_SUMM) to view retroactive benefit/deduction requests by employee, mass retro request ID, effective date, or process status.

Navigation:

Payroll for North America > Retroactive Payroll > Retro Benefits/Deductions > Process and Review Requests > Retro Ben/Ded Request Summary

This example illustrates the fields and controls on the Retro Ben/Ded Request Summary page. You can find definitions for the fields and controls later on this page.

 Retro Ben/Ded Request Summary page

Field or Control

Description

Retro Effective Date (retroactive effective date) and Process End Date

Displays the date range for which retroactive benefits and deductions will be calculated.

Retro Request Type (retroactive request type)

Displays the action that generated the request. Possible types include:

  • Benefit Deduction

  • General Deduction

  • Job Change

  • Mass Request

Retro Program ID (retroactive program ID)

The retroactive benefit/deduction program against which the request is validated.

Only one retroactive program ID is defined for individual requests, which are generated online. If the employee was selected through a mass request, the mass request's mass request ID is displayed.

Duplicate Flag

Automatically set to Y when a duplicate request is identified.

Retro Ded Sequence Number (retroactive sequence number)

A system-assigned sequence number that links retroactive benefit/deduction requests with actual retroactive benefits and deductions.

Process Flag

Indicates the processing status of the request. Values include:

  • Not processed: The request has been triggered but no processing has occurred.

  • Extracted: The request is in the middle of the calculation process.

  • Calculated: The request has been successfully run through the calculation process.

  • Loaded to Payroll:

  • Invalidated: The request is a duplicate individual request.

  • Rejected: The request cannot be processed because it contains incorrect data.

Plan Type

Appears only for requests that involve changes to general deduction and benefit plan information.

Deduction Code

Appears only for requests that involve changes to general deduction information.

Benefit Plan

Appears only for benefit plan-related requests.