How do I use the Retroactive Overpayment and Recovery for Earnings Elements feature?

Use the Retroactive Overpayment and Recovery for Earnings Elements and set up repayments to be processed from the employee's pays for more control over how Retropay results are handled.

To create a recovery, answer Yes to the question Is this element subject to retroactive changes? when creating a new earnings element. As a result, these indirect elements, formulas, offsets and offset results are created.

Elements:

• Element_Name _Evaluation
• Element_Name _Offset
• Element_Name _Recovery
• Element_Name _Recovery Results

Formulas:

• Element_Name Evaluation
• Element_Name Offset
• Element_Name Recovery
• Element_Name Recovery Results

Manage retroactive overpayment and recovery with the delivered calculation card.

Navigation: Navigator > My Client Group > Calculation Cards

A recovery has a Not Scheduled, Active, or Complete status.

• If in Not Scheduled status, you may edit the recovery as of an effective date on or after the recovery component start date.
• If in Active status, you may edit the recovery as of an effective date on or after the recovery component start date, end date, delete date-effective date, delete all records, or removed the end date of the recovery.
• If in Complete status, you may not edit the recovery.

Enter a Recovery Amount with a start date, which can be in the future.

As you enter and edit repayments, the following user entry validations on the recovery amount are in place to make sure the overpayments are processed correctly:

• Recovery Amount can be zero.
• Recovery Amount can’t be negative.
• Recovery Amount can’t be more than the total recovery amount, even if the recovery hasn’t begun.
• Recovery Amount entry is mandatory.
• Recovery Amount can’t be more than the left over (recovered) amount.
• Total Recovery Amount Override must be less than the Total owed/recovery.

The free text Comments field and the Employee Agreed checkbox are for information only and don't affect the processing of the overpayment.

Outstanding Amount is updated each time the recovery is processed. Once it’s zero the recovery status changes to complete, the element is end dated and will no longer be processed.

In the final period, even if the Repayment Amount is greater than the Outstanding Amount, only the remaining outstanding amount will be processed to equal zero.

If there aren’t enough earnings to take the full Repayment Amount nothing is processed. As long as there is an outstanding amount, it will try again the following pay period.