Additional Pages Affecting Retroactive Processing

In addition to the pages described earlier in this topic, several other pages affect retro processing. These pages are of two types—general setup pages and calendar setup pages. The following table describes these pages:

Page Type

Page Name

Description

General Setup

Earnings - Calculation

Identify the earnings to recalculate during retro processing by setting the Retro Recalculation Option to Always Recalculate or Do Not Recalculate.

Deductions - Calculation

Identify the deductions to recalculate during retro processing by setting the Retro Recalculation Option to Always Recalculate or Do Not Recalculate.

  • Earnings - Auto Generated Accumulators.

  • Deductions - Deduction Accumulators.

When the retro method is defined as forwarding, you can override balance accumulator behavior and have the balance accumulators behave as corrective accumulators by selecting the Use Corrective check box in the Retroactive Behavior group box.

If the Use Corrective check box is selected, the accumulator is updated in the recalc period.

Pay Entity - Processing Details

Define payment keys.

Retro adjustments respect payment key values when they are applied to a segment.

Calendar Setup

Run Types

  • Identify the run types that can process retro triggers.

    The run type is linked to a calendar, which is linked to a calendar group. If at least one calendar in the group is defined to process retro triggers, the calendar group uses the instructions defined for the run type as the default instructions for processing retro triggers.

  • Override matching run type criteria for unprocessed retro deltas.

Calendars - Definition

Select the payees to process in a calendar run. You can select payees with retro triggers (active or inactive) for processing.

Calendar Group

Indicate whether to process retro triggers based on Run Type defaults.

If at least one calendar allows retro triggers to be processed, the Process Retro Triggers check box will be selected. Otherwise, it will be deselected. It can be deselected so that retro triggers are not processed. However, you cannot select it in order process retro triggers if the default setting is deselected.