Understanding Calendar Overrides

Payee calendar overrides "override" the selection criteria of the calendar. For example, if your calendar is set up with selection criteria such as "Active With... Positive Input" and you add a payee calendar override for a person who is both terminated (inactive) and has no positive input, that payee will still be processed for the calendar through the Calendar Override. If instead, you set up an off-cycle advance for the same payee and calendar, the process will still apply all the normal selection criteria and will not process the payee.

You can create additional segments (gross-to-net payments) for a payee and calendar and enter processing instructions for a specific segment.

Suppose that in March, you issue advance pay to someone who's taking vacation from April 1 to 15. Because the payee is to receive half of April's pay in March, you're paying only the salary for April 16−30 in April. You can use the Payee Calendar Groups page to accomplish this.

You create a calendar group that includes March and April. To issue the advance pay in March, you use the Payee Calendar Groups page for March to indicate that the payee is to be paid for both the March calendar and April 1−15. For April, you use the April calendar group but this time indicate that the payee is being paid for April 16−30 only.

You can specify which effective-dated rules the system applies when processing a calendar segment and which period's accumulators it updates. For example, when paying the April amount in March, you can instruct the system to apply the earning rules that are in effect in March and update the accumulators for March. Or you can instruct the system to use the rules that will be in effect in April.

Note:

As an alternative to using calendar overrides to process an advance payment, you can enter instructions for an advance using the Off Cycle On Demand component (GP_OFFCYCLE_) and run an off-cycle payroll. It is recommended that you use either a calendar override or an off-cycle request for a given advance. If you use them in combination, it may cause problems with your payroll results.