Payroll Process Level Rules
This topic provides details of the payroll processes that support sequence and interlock rules.
For example, as given in this table, sequence rules prevent the calculation of payroll when the employee has later-dated payroll results for one of the following processes: Calculate Payroll, QuickPay, Reversal. Balance Adjustment, Retropay or Retrocosting.
An example of an interlock rule is that the payments process is locked when the payment
results for an employee are included in a void or costing of payments process.
| Process Being Run | Processes Included in the Sequence Validations | Processes that Interlock Results |
| Calculate Payroll & QuickPay | Calculate Payroll, QuickPays, Reversals, Balance Adjustment, Retropays, Retrocosting | Prepayments, Reversals, Retrocosting, Partial Period Accruals, Transfer to SLA, Periodic Archive |
| Reversal* | NA | Prepayments, Periodic Archive, Partial Period Accruals, Transfer to SLA, Retrocosting |
| Prepayments | NA | Periodic Archive, Payments, Costing of Payments, Payment Rollup |
| Payments | NA | Void, Costing of Payments |
| Void | NA | Costing of Payments |
| Costing of Payments | NA | Transfer to SLA |
| Balance Adjustment* | NA | Costing of Balance Adjustment, Retrocosting, Periodic Archive |
| Costing of Balance Adjustment | NA | Transfer to SLA |
| Retropay | Payroll Runs, QuickPays, Reversals, Balance Adjustment, Retropays, Retrocosting | |
| Retro-costing | Payroll Runs, QuickPays, Reversals, Balance Adjustment, Retropays, Retrocosting | Retrocosting, Transfer to SLA |
| Costing Adjustments | NA | Transfer to SLA |
| Periodic Archive | NA | Payments |
| Partial Period Accruals | NA | Transfer to SLA |
| Payment Rollup | NA | Payments |
| Transfer to SLA | NA | Reverse Transfer to SLA, Transfer to Projects |
| Reverse Transfer to SLA | NA | Transfer to Projects |
These are some exceptions to the rules shown in this table, as given here.
- Balance Adjustment and Reversals are sequenced processes, but can be executed on any date even if the sequenced actions can exist with a later date. That is, it's possible to Roll Back or Retry a relationship action for these processes.
- Reversals can't be rolled back or marked for retry if they've been operated by a Retropay (or if interlocked).
- Retrocosting can't be rolled back or marked for retry if it's sequenced and locked by other later Retrocosting or Reversal processes.