Tracking Recalculated Calendars

Absence Management tags each Payee Process Stat Record with a version number to track the recalculation of a calendar period due to retroactivity.

The system defines the original set of output results for a calendar calculation as Version 1, Revision 1 (V1R1). Each subsequent recalculation increments the version number by 1. The revision number stays the same. For example, the first corrective retro is Version 2, Revision 1 (V2R1). The second corrective retro (retro on retro) is Version 3, Revision 1 (V3R1), and so forth.

The system uses these numbers to determine which calculations to use as the old and new values when processing retro deltas.

Version and Revision Numbers in Retro Adds

A retro add is a situation in which a previous calculation does not exist for a payee, and retroactivity calls for a payee process status record to be created for the first time. For example, suppose that a payee initially thought to have been hired in February was actually hired in January. There are no calculations for January, so when January is processed for retro, the system must create a payee process status record for the period and assign version and revision numbers to it. In this case, the first calculation is labeled V1R1. The reason is that corrective retro replaces the results of the prior calculation (it does not use them only to create retro deltas), so when a period is added, it treats this period as if it were the original one.

The following tables illustrate how the system numbers payee process status records in retro add situations:

Scenario:

In the following retro add situation, it is discovered that a payee who was calculated as part of period 1 should not have been processed in that period. The calculations for the payee are therefore reversed in Recalc No. 2. When it is later discovered that the payee belongs in that period after all, the system produces a new calculation using the version and revision numbers that are indicated in Recalc No. 3.

Period/Recalculation	Numbering
Period 1 (original calculation)	V1R1
Recalc No. 1	V2R1
Recalc No. 2 (reversal)	V3R1
Recalc No. 3 (add)	V4R1

In each example, all calculations for the payee are reversed in Recalc No. 2 when the payee is eliminated from the calendar. When the payee is later restored (when it is discovered that he or she belongs in the original calendar), new calculations are created. The new calculation uses the numbering that is indicated in Recalc No. 3.