Retroactive Entries Report

Run the Retroactive Entries Report to view the:

  • Element entries created by the Recalculate Payroll for Retroactive Changes process

  • Calculations of the original payroll run

  • Retroactive entries generated by comparing the original result to the recalculated result

The Retroactive Payroll flow automatically runs the Retroactive Notification report, the Recalculate Payroll for Retroactive Changes process, and this report. However, you can run this report manually.

To run this report:

  1. From My Client Groups, click Payroll.

  2. Click Submit a Flow.

  3. Select your US legislative data group.

  4. Search for and select Retroactive Entries Report.

Before You Start

Run this report after you run the Recalculate Payroll for Retroactive Changes process.

Parameters

The parameter values determine which records to include in the report. Many parameters are self-explanatory and are the parameters you submit to run the Calculate Payroll process. The following have special meaning in the context of this report.

Payroll

Enter the payroll flow name. Use the same as the flow you used to run the Calculate Payroll process.

Payroll Period

Enter the same value you used to run the Calculate Payroll process.

Payroll Relationship Group

Select the payroll relationship group name, if you have defined one. A payroll relationship group limits the persons processed for payroll and reporting.

Element Group

Select the element group name, if you have defined one. The element group limits data to only those retroactive elements that are members of this group.

Note: Use the Object Groups task to define any of the groups mentioned above before you can select it here.

Report Results

The PDF output of the report has these sections.

Section

What it contains

Parameters

The parameters section is at the beginning of the report and displays the parameters you set at runtime and the sort order.

The sort order is:

  1. Original process date

  2. Original flow name

  3. Original process type

  4. Original run type

  5. Person name

  6. Element name

Element Classifications Summary

Lists the payroll relationships and total value of retroactive entries for each earnings classification.

Elements Summary

Lists the earnings elements, payroll relationships, and total value of each retroactive entry, sorted by earnings classification.

Elements by Original Process Summary

Lists the payroll relationships and total value of each retroactive entry, sorted by the original pay process and each earnings classification.

Element Details for a Person

Displays the retroactive entries, sorted by person. Each entry shows:

  • Original calculation result, if available

  • Corresponding retroactive entry