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.
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An employee receives a pay award that's backdated to a previous pay period.
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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. |
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:
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From My Client Groups, click Payroll.
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Click Submit a Flow.
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Select your US legislative data group.
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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.
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 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:
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.
|
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.
For all events based on an attribute, it shows both the original and new values. |