Retroactive Notification Report for the US

Retroactive pay is the recalculation of prior payroll results due to changes that occur after you run the original payroll calculation.

Here are some examples of prior period adjustments.

An employee receives a pay award that's backdated to a previous pay period.
The Payroll Department makes a backdated correction for an error that occurred in a previous pay period.

A retroactive payroll event always generates a retroactive notification. Run the Retroactive Notification Report to view these retroactive notifications. It includes events that are pending, deferred, or both for all persons meeting its reporting criteria.

Here's what this report looks for.

What it includes	How you can use it
Unprocessed retroactive events for each employee	This includes events that are awaiting processing or were deferred. This enables you to identify which employees would be included in Recalculate Payroll for Retroactive Changes process when you run it.
Event dates	This helps you identify which payroll periods the retroactive process would recalculate if you ran it for each employee.
Payroll relationships that were previously deferred	You can make some or all payroll relationships available for the next retroactive payroll process. For example, suppose a monthly employee has unprocessed retroactive events for 15, June and 20, August. The retroactive process recalculates payroll results for the June, July, and August payroll periods. Use this report to detect which payroll relationships were previously deferred.

What it includes

How you can use it

Unprocessed retroactive events for each employee

This includes events that are awaiting processing or were deferred. This enables you to identify which employees would be included in Recalculate Payroll for Retroactive Changes process when you run it.

Event dates

This helps you identify which payroll periods the retroactive process would recalculate if you ran it for each employee.

Payroll relationships that were previously deferred

You can make some or all payroll relationships available for the next retroactive payroll process.

For example, suppose a monthly employee has unprocessed retroactive events for 15, June and 20, August. The retroactive process recalculates payroll results for the June, July, and August payroll periods. Use this report to detect which payroll relationships were previously deferred.

Run this report as part of your payroll readiness preparations, before you run the Recalculate Payroll for Retroactive Changes process. For further info see, Payroll Readiness for the US in the Help Center.

To run this report:

From My Client Groups, click Payroll.
Click Submit a Flow.
Select your US legislative data group.
Search for and select Retroactive Notification Report.

Report 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.

Process Date

The process date determines which records to process. Set this to the date you plan to run the Recalculate Payroll for Retroactive Changes process.

Payroll

Enter the same payroll flow name as the flow you use to run the Recalculate Payroll for Retroactive Changes process.

Retroactive Notification Status

This table lists the values you can select to determine the type of events to include in the report.

Status	Description
Deferred	Includes events for payroll relationships whose retroactive pay processing is deferred.
Unprocessed	Includes events that are either awaiting processing.
Both Deferred and Unprocessed	Includes events that are either awaiting processing, currently processing, or are deferred.

Person

Enter a value to limit your report results to a specific employee.

Process Configuration Group

Select the process configuration group if you have defined one. Use a process configuration group to provide sets of processing parameters, primarily related to logging and performance. If you don't select a process configuration group, the report uses the parameters in the default group for the selected payroll.

Payroll Relationship Group

Select the payroll relationship group name, if you have defined one. Use a payroll relationship group to limit the persons processed for payroll, data entry, and reporting.

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 the following sections.

Section	What it contains
Parameters	The parameters section is at the beginning of the report and displays the report parameters and the sort order. The sort order is: Notification status Retroactive process date Person name Payroll relationship number Element entry for the entity Attribute Update type Assignment number Element name Change effective date Actual change date Changed by
Notification Status Summary	Displays the total payroll relationships and total events by each type of retroactive notification status. Each payroll relationship could have multiple payroll retroactive events, such as assignment updates, element entry updates, and so on. The counts reflect the number of such events that require payroll to be recalculated from a different process date.
Retroactive Process Date Summary	Displays: Different reprocessing dates for the employees and payroll relationships Total count of workers and events for each reprocess date This section gives a quick snapshot of how far back the retroactive reprocessing begins and for how many workers. These totals are also broken down for each retroactive notification status. Note: The earliest date across all notifications for a payroll relationship determines the Recalculate Payroll for Retroactive Changes process's reprocess date. Reprocessing is done across all runs starting from the reprocess date, as payroll calculations are cumulative.
Event Type Summary	Displays the details of the type and number of events that caused recalculation of payroll for a reprocess date. You can view the number of payroll relationships, employees, and events by entity and attribute for a date.
Event Details by Retroactive Process Date	Displays the different workers and their event details for the same type of event, reprocess date, and notification status. If the entity is related to elements, it shows the element name as part of the event details. If you used a batch to make the change, it displays in the header. If the event is related to an assignment, it shows the assignment number. It shows the original and new values for update, delete, and correction events and the new value for update, insert, and correction events.
Event Details for a Person	Sorts and lists all events by each process date and worker. Each payroll relationship has one reprocess date based on the earliest event. It shows the assignment number only for those events that are specific to an assignment. It shows the person name, number, and payroll relationship number in the header. If the event is related to an element, it shows the element and batch name, if you used one. For all events based on an attribute, it shows both the original and new values.