Global Uptake: Uptake of Retroactive Overpayment and Recovery for Supplemental, Vacation Payout, and Timecard Earnings Elements

This feature was initially introduced in 25D for Standard Earnings elements. We have now extended this to include Supplemental Earnings elements (including vacation payouts) and Time Card elements.

In Canada, you can now control how Retropay results are handled for these types of earnings. This is particularly important when the results reduce an employee's net pay. Rather than the overpayment automatically processing in full as a deduction to the employee's pay, it can be offset over multiple periods resulting in a lesser impact to the employee's pay. You can setup and track repayments by the employee until paid back in full, using the Recoveries calculation card.

For information on the Overpayment Recovery report, please refer to the topic, How do I use the Overpayment Recovery report to manage retroactive recoveries that I have identified?.

Use Retroactive Overpayment and Recovery for elements for more control over how Retropay results are handled, particularly when the results reduce an employee's net pay. Rather than the overpayment automatically processed in full, you can now setup repayments for the employee.

Steps to enable and configure

To use this feature, you must configure the payroll action parameter, Overpayment Recovery Process Enabling the Over payment for Recovery Process.Default:N.

To change the payroll action parameter to Y:

  1. Navigate to Payroll Process Configuration.
  2. Search for Overpayment Recovery Process Enabling the Over payment for Recovery Process.Default:N.
  3. Set parameter default value to Y.

Note: Prerequisite steps to configure legislation for Human Resources (described in How do I set up Retroactive Overpayment and Recovery for Earnings Elements?) are not required, as they are already delivered for Canada.

Tips and considerations

You must create new elements to use this feature. It is not available for existing elements.

For more information on the introduction of the feature in Update 25D, see the Payroll What’s New: Global Uptake: Uptake of Retroactive Overpayment and Recovery for Earnings Elements.

Key resources

Refer to these documents for additional information.