How do I view retro results?

Start on the Home page.

In this video, I’ll show you how to view retro payment results.

Click My Client Groups.

I’m signed in as a payroll administrator. There’s been a retrospective rate change to the overtime premium pay rate. Since one of our employees has previously been paid overtime premium, we ran retropay to recalculate with the new rate change.

Click Payroll.

In the Flow Submission and Results section, click Person Results.

In the Search field, enter Mason Stark. (3648)

In the Search Results, click Mason Stark.

Here are his payroll processes, including the retro pay that was run.

Click the Recalculate Payroll for Retro… link.

The Result Details page displays his overtime premium earnings total amount and the payroll periods it applies to. Mason is on the weekly payroll. The rate change was made on April 4th, so the recalculation has gone over three payroll periods.

The dates listed indicate the specific payroll period of the retro results. Since the last payroll period that was recalculated ended on the 24th, the results are posted into the next payroll period, which starts on the 25th.

Click the first OT Premium Earnings Results link.

This is the date of the period that’s been reprocessed. Below are the earnings from the original run, then the retro run.

In the Process Runs section, click the Expand icon.

If I expand the element for more details, I can see the earnings for the original run, the earnings calculated with the new rate, and the difference which is reflected in the Net Retropay Amount. I can drill down in to each of the elements for more details.

Click the Back icon.

Click the second OT Premium Earnings Results link.

Again, I can see the date of the period that’s been reprocessed, and I can expand the element for more details, including the original earnings calculated, the earnings calculated in the retro run, and the difference. If the original run had no values, that indicates that an entry was added after the run, which is why it’s now captured in the retro run. If the retro run has no values, but the original run does, that indicates that an entry has been deleted.

In the Process Runs section, click the Expand icon.

From any of the results, I can open the Calculation Entries that were entered for this payroll period.

Click Actions and select Calculation Entries.

These are the calculation entries for this payroll period. The date to determine the payroll period was carried forward from the retro payments page.

Click the Standard Entries link.

I can drill down and see all the entries for that period. I can then search for and view all the Overtime Premium entries that were processed during this period.

In the Search field, enter OT Pre and click Search.

Click the Back icon.

I can then quickly go back to the retro payment information.

Click the Back icon.

I’ve been looking at each individual result, but I can also look at the processes that have been run for this employee.

Click the Back icon.

For example, here is the Calculate Payroll that will actually consume the retro payment entries.

Click the Process drop-down list.

Click to close the Process drop-down list.

This is the retro payment run, and the Retro Run Identifier. I can identify the original run for each period, the retro run that’s been processed for that period, and then compare the results.

For example, this is the original payroll run for the 24th, and this is the retro run for that period, with the Retro Run Identifier that’s done the comparison for that period. So instead of just looking at individual entries, I can review the original run.

Click the 4/24/2022 Calculate Payroll Original Entry line.

This opens the Statement of Earnings, where I can see the thirty dollars of overtime premium.

Click the 890.00 link.

Click to close 890.00 link.

I can drill down even more, and see the Overtime Premium and the results that were calculated.

Click the Show Details link.

In the Earnings section, click to expand the OT Premium row.

Then I can look at the retro run for this same pay period that the original run was compared against.

Click the 4/24/2022 Calculate Payroll Retropay Entry line.

This will open the Statement of Earnings, where I can see the Overtime Premium amount.

Click the 901.63 link.

Click to close the 901.63 link.

And again, I can drill down for even more details, if needed.

Highlight the Show Details link.

I can also look at and compare the Run Results for the original run and the retro run.

Click the Process drop-down list and select 4/24/2022 Original Run.

Click Actions and select Run Results.

Here are run results for the entire original payment run. I can search for and view the Overtime Premium results.

In the Search field, enter OT Pre and click Search.

Here’s the main thirty dollars from the original payment run. If I remove this filter, I can then see all of the Overtime Premium run results for the original run.

Click to remove the Primary Only filter.

Scroll down to show all results.

I can then quickly display the run results calculated for the retro run.

Scroll to top of page.

Click the Process drop-down list and select the 4/24/2022 Retro Run.

Click to expand Run Results.

Now I can see the value that the retro run has calculated, and I can review and compare the run results for the original run and the retro run as needed. From here, I can also quickly view the element entry.

In the top row, click the ellipsis icon and select View Element Entry.

This concludes the Viewing Retro Results tutorial. Thanks for watching.