Creating Retroactive Pay Rules

Access the Retroactive Pay Rule form.

Name

Enter a user-defined name for a retro pay rule.

Enter a name that describes the purpose of the retroactive pay rule. For example, if you are creating a retro pay rule to apply a 3 percent salary adjustment, the name for the retro pay rule might be Three Percent Salary Adjustment.

Employee Group

Enter a user-defined name for an employee group.

Time Entry MBF Version (time entry master business function version)

Enter the version of the Time Entry MBF program to run when creating timecards

If you leave this field blank, the system uses version ZJDE0001. If the version that you select has defined values for optional fields in the retroactive pay rule definition, the system enters the values that you defined into the optional fields if you leave them blank.

Starting Work Date

Enter the date upon which the system begins including timecards for processing that is generated by a particular rule.

Ending Work Date

Enter the date up to which the system includes timecards for processing generated by a particular rule.

New Work Date

Enter a code that indicates whether timecards that are created by a rule contain a new work date or retain the same work date as the original timecard. If you select this option, the system uses this date as the timecard date for the newly created timecards. If you complete this field, verify that the date that you enter falls within the pay period dates of the payroll cycle in which you want to process the timecards.

If you do not select this option, the new timecards contain the same date as the old timecards.

New Pay Type

Enter a code that indicates whether timecards that are created by a rule contain a new pay type or retain the same pay type as the original timecard. If you select this option, the system uses this pay type to create the adjustment timecards. You might want to use a pay type with a description that indicates what the payment is for. If you do not select this option, the system uses the pay type from the old timecards.

New Hourly Rate

Enter a code that indicates whether timecards that are created by a rule contain a new hourly rate or retain the same hourly rate as the original timecard. If you select this option, enter a rate or a formula to calculate the hourly rate in this field. For example, if the retroactive pay adjustment is 3 percent of employees' timecard rate, you might enter this formula:

.03 × RHRF_TimecardRate

If you do not select this option, the existing timecards retain their original hourly rate.

New Hours Worked

Enter a code that indicates whether timecards that are created by a rule contain a new number of hours worked or retain the same number of hours worked as the original timecard. If you select this option, enter an amount or a formula to calculate the number of hours that are worked. The system uses this amount on the newly created timecards.

If you do not select this option, the new timecard retains the same amount of hours worked as the original timecard.

No Hours On Time Card

Enter a code that specifies whether timecards that are created by a retroactive pay rule will have a value of zero in the Hours Worked field.

If you select this option, the system enters a value of zero in the Hours Worked field on the new timecards. For example, if the purpose of the adjustment is to calculate three percent of employees' timecard rate, and an employee has a timecard with 40 hours that you want to adjust at an hourly rate of 12.50 USD, the system creates a new timecard in the amount of 15 USD (40 hours ×.375 USD), but enters zero in the Hours Worked field.

Pay Types

If you select this option, the detail area is enabled. You must enter into the detail area the specific pay types to include in the basis of calculation for the adjustment. For example, if the new timecards should be based only on regular and overtime hours, you would enter the pay types that you use for regular and overtime pay into the detail area.

Pay Type Categories

Select this option for the system to enable the detail area below the inclusion options. You must enter into the detail area the specific pay type to include in the basis of calculation for the adjustment. For example, if you want to include only regular time hours in the calculation, and all of the regular pay types are in a pay type category called Regular, enter Regular in the detail area.

All

Select this option for the system to create the adjustment using all eligible timecards within the specified date range as the basis of calculation. The detail area is hidden if you select this option.

Select Group

Select this option to enable the detail area. You must enter the select statements to determine the group of timecards to which the Overtime is to be applied.