5 retro pay_methods_i___ii_part_5

Menu, Functions and Security Profile
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
ora17hr@gmail.com
Regintala Chandra Sekhar Page 1 ora17hr@gmail.com

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 PayrollElement 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
You can get more documents on my blogger: http://ora17hr.blogspot.com
Facebook Group: www.facebook.com/groups/ora17hr

5 retro pay_methods_i___ii_part_5

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