5 retro pay_methods_i___ii_part_5

Menu, Functions and Security Profile

Regintala Chandra Sekhar [email protected]

Oracle HRMS Functional Document

Retro Pay

Method I & II

Part 5

Note: This Document is created only for Class Room Training Purpose

By

Regintala Chandra Sekhar

[email protected]

mailto:[email protected]


Menu, Functions and Security Profile


Table of Contents

Retro Pay ......................................................................................................................................................................................... 3

Enabling the Triggers ................................................................................................................................................................. 3

Method 1 : Retro Pay for Single Employee .......................................................................................................................... 9

Method 2: Retro Pay for Multiple Employees ................................................................................................................. 17



If you have any queries regarding this document please see the part1, 2, 3 and Part4 documents .

Set the Date: 01-Jan-2013 and check the Payroll Process Result if you have any runs roll back it

Retro Pay What is retro pay?

Ans: Retro pay is usually run for back dated increments or promotions to be paid in the current period. For

instance, in a company, Increment arrears are paid two months after the increment period, so we need to run

retro pay to make this payment in current period.

Example

Say in the month of Feb06 you were given "Cost Of Living Allowance" for a value 200. For some reasons the

element entry did not take place correctly in Feb06 and the element entry was done for a value of 150 only. Let

say now you are in May06, and you realize that you have been Short-Payed. You will in this event inform your

payroll department to make the necessary backdated adjustment to that element entry.

The challenges are:-

1. Feb06 period is already closed. Hence you cannot rerun the payroll for the month of February06 again.

2. You do not wish to capture that Element Entry in May06, as that can cause audit issues, and also can have tax

implications as this is an Earning Element

Enabling the Triggers

Step 1: Enable the Trigger for the Event Group: PAY_ELEMENT_ENTRY_VALUES_F

Navigation Path



Step 2: Check on the Enabled check box

Step 3: Enable the Trigger for the Event Group: PAY_ELEMENT_ENTRIES_F



Step 4: Click on Find: Check on the Enabled check box

Step 5: Insert the Trigger: PAY_ELEMENT_ENTRIES_F




Step 7: Delete the Trigger: PAY_ELEMENT_ENTRIES_F




Step 9: Navigate to a screen named "Functional Area Maintenance".

Ensure that the desired pre-installed triggers are visible as below. Query on "INCIDENT REGISTER" in the

Name Field Decide whether to capture the triggers by legislation, business group, or payroll. Navigate to each

tab to make your selection

You need to enable your legislation too, in the same “Functional Area” screen.

This will be the country code. I guess different countries have different rules to handle taxation of Retro pay

(for example : If you make backdated changes in previous tax year should payroll taxation effect your

allowances of previous year or this year?)

Checking Whether the Trigger a assigned to Legislation or Not: If Not add Your Legislation Here



Step 10: Check whether the Business Group is Vision Corporation or Not : if not add your Business

Group Here

Click and save it



Method 1 : Retro Pay for Single Employee

For Example : We have situation that Allowance Amount has been increased from Rs 1500 to

2500 with effect from Jan 2013 and currently we are in the month of March 2013. And we have to pay

Jan, Feb allowance along with updating current Petrol Allowance element. Increment Amount Rs 1000

Jan 2013 SOE Report

Feb 2013 SOE Report

Now we are in the Month of March 2013 Set the Date: 01-Jan-2013



Step 1: Create an Element

Name: Allowance Adjustment

Step 2: Link the Element to the Payroll



Step 3: Creating Event Group

Update Type Table Column Name

Date Track Correction PAY_ELEMENT_ENTRY_VALUES_F SCREEN_ENTRY_VALUE

Date Track Update PAY_ELEMENT_ENTRIES_F EFFECTIVE_START_

Date Track Update PAY_ELEMENT_ENTRIES_F EFFECTIVE_END_DATE

Date Track End Date PAY_ELEMENT_ENTRIES_F

Date Track Insert PAY_ELEMENT_ENTRIES_F

Date Track Delete PAY_ELEMENT_ENTRIES_F

Step 4: Query your existing Allowance Element and Assign the Event Group and Adjustment Element



Step 5: Navigate to People-->Enter & Maintain -->Select the Employee-->Click on Assignments-->Entries

Update the Petrol Allowance Amount to Rs 2500 and Click on Correction or Update

Save it and

Step 6: Creation of Element Set: SKY_RETRO_ELE_SET



Step 7: Creation of Assignment Set: SKY_RETRO_ASSIGN_SET

Step 8: Submit a Request 1: RETRO-NOTIFICATION REPORT (Last Payroll month i.e Feb 2013)

Step 9: Submit: Retro pay by element

Note: Start date is the start of your retro period and end date is the start of your present period



Step 10: Comeback to Current Month

Step 11: Submit Current Month Payroll Run and Prepayments

Step 12: See the SOE Report



Step 13: Query the employee and click on Assignments and Entries your see this

Step 14: Check the Entries for the Employee



Step 15: Click the Other One



Method 2: Retro Pay for Multiple Employees

If You Have Missed Out The Element Which Has To Be Paid In March 2013 But You Are Currently

In April 2013. We Have To Pay It Out

April 2013

Step 1: Set the Date: 01-March-2013

Step 2: Create an Element: March Bonus



Step 3: Link it to payroll

Step 4: Element Set: March_Bonus_elem_Set

Element Set is set of different elements. We use this element set in Batch Element Entry, Retro Pay etc.

It can be created in PayrollElement Set.



Step 5 : Assignment Set is Group of Employees on whom we want to perform a specific activity at a time

such as Payroll Run, Retro Pay, Batch Element Entry etc. It can be created in Payroll>Assignment Set

Name: MARCH_ASSIGN_SET

Save it and Click on Generate on Previous page

Step 6: Assign the Retro Element to the employee and make the element entry 1000



Step 7: Submit a Request

Note: Start date is the start of your retro period and end date is the start of your present period

Step 8: Set the Date to Current Period i.e 30-APR-2013 and Create an Element April Bonus of any other

element this is related to you company and Assign it to employee

Step 9: Submit Payroll Request for the Month



Step 10: See the SOE Report

Thank you.......

Regintala Chandra Sekhar

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