Report Data and Segmentation

When retroactivity is encountered, the method used to store report data depends on the retroactive method encountered. When the forwarding method is used, deltas are forwarded to the first slice in the first segment that matches the pay group, run types, and payment keys. In corrective mode, the deltas are not forwarded.

The Report Data feature manages four kinds of segments:

  • Original segments

    Original segments correspond to all segments for version 1 revision 1 (V1R1) for a period. In this kind of segment, there is also a virtual segment. The virtual segment is created when there is corrective retroactivity but the pay group, run type, or payment key of the current period does not match the recalculated period.

  • Recalculated segments

    Recalculated segments correspond to all segments other than V1R1 that were created during a calendar group run.

  • Prior segments

    Prior segments correspond to the previous version/revision of all recalculated or reversal segments.

  • Last version/revision

Here is how the system interprets the following situations:

  • If a payee has only one calendar and only one segment, then the payee has one original segment.

  • If a payee has one calendar and two segments, then the payee has two original segments.

  • If a payee has two calendars and one segment, then the payee has two original segments.

  • If a payee has one calendar and one segment for the current period, and retro (forwarding or corrective) back to the twelve previous periods (with the same pay group and payment keys), then the payee has one original segment.

  • If a payee has one calendar and one segment for the current period, and forwarding retro back to the twelve previous periods (with the same pay group and two different payment keys), then the payee has two original segments — one active, one inactive.

  • If a payee has one calendar and one segment for the current period, and a corrective retro back to the twelve previous periods (with the same pay group and two different payment keys), then the payee has two original segments even if Global Payroll creates only one segment for the current period.

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