Use this screen to create retroactive pay timesheets.
If you have not posted timesheets, you should use the Enter Timesheets program (People\Transactions\Timesheets) to perform pay rate modifications; however, if you have posted timesheets, you must use the Create Retroactive Pay Timesheets process to generate retroactive pay timesheets for the records in question.
The system will generate new timesheets by comparing the hourly rate in the Employee Salary Information record originally used for timesheet entry against the hourly rate in the new Employee Salary Information record. If there is a difference, the system will use this hourly rate differential to calculate the new labor cost. The monetary difference between the original labor cost and new labor cost will be generated on a new timesheet.
You can use this application to determine the retroactive rate for posted timesheet lines that have been recasted. It applies the percent of increase between the original hourly rate and the new hourly rate to the recasted overtime premium.
You can also have this application determine the retroactive rate for posted timesheet lines that have been recalculated using a weighted average rate.
"Regular," "Correcting," "D-Correcting," "Labor Only," and "N-Reversing" timesheet types are used for the comparison. The system evaluates each timesheet line. Any labor cost differences result in a new timesheet line on the timesheet generated by this program.
The timesheets generated will be "Correcting" timesheets with a sequence number of 99 for all timesheet types except "Labor Only." If the system encounters a "Labor Only" timesheet, a "Labor Only" timesheet will be generated with a sequence of 99.
This application includes logic that allows you to compute and report tax withholdings for multiple states.
Use the Employee Non-Contiguous Ranges subtask to enter non-contiguous employee records that require retroactive pay activity. If you are not entering non-contiguous records, use of this subtask is not required.
You can cancel this process at any time; however, if you are satisfied with your record specifications, you must click the Action icon to execute the Create Retroactive Timesheet Adjustments process.
You can execute this process at any time. The Create Retroactive Timesheet Adjustments process will evaluate only timesheets that posted when you executed the Post Labor program (People\Process\Post).
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Note: If you are using the Compute Payroll or Post Payroll programs, you must use a timesheet date for the generated timesheets that coincides with the payroll period for which you want to pay the additional amounts. |
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
The checkbox (top right corner) allows you to select/deselect the record. You might select this checkbox if you want to mark the record for deletion, for example.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as "PERIOD" or "QUARTERLY."
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
This option includes a record range. This field is non-editable.
Enter, or use Lookup to select, the start date of the timesheets that you want to use for comparison of labor costs.
This field automatically populates based on data you entered in the Start field.
Enter, or use Lookup to select, a different end date. This date is associated with the timesheets you want to use for comparison of labor costs.
If you use the Lookup to enter a different end date, its corresponding start date will automatically display in the Start field, thus changing the value of the data you previously entered.
This option includes one record. This field is non-editable.
Enter, or use Lookup to select, up to four alphanumeric characters to identify the timesheet cycle.
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, the employee ID from which to start.
Enter, or use Lookup to select, the employee ID from which to end.
Select this checkbox to include non-contiguous records.
Use the checkboxes in this block to determine if wage determination rates, weighted averages, and auto-adjustments will be applied to timesheets.
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Warning: Do not select the Apply Wage Determination checkbox if you are using the auto-adjust feature for hourly employees. If you use the Create Retroactive Timesheet Adjustments process in this circumstance, the timesheets created will not reflect the wage determination rates. |
Select this checkbox to apply wage determination to hourly/non-exempt employee timesheets. The wage determination rates are based on a combination of the selected timesheets' timesheet date, project, labor location, labor category, and labor group. The application evaluates all timesheets for the employees and date range specified. This checkbox is enabled only if you selected the Enable Wage Determination Feature checkbox in the Labor Settings screen.
Select this checkbox to calculate and apply weighted average rates using the rules assigned to the Timesheet Cycle in the Weighted Average Overtime Setup screen. A weighted average rate is calculated by adding the labor amount from several timesheet lines and dividing that sum by the total number of hours from those timesheet lines. This concept is important for those employees who perform contract work, where they receive a different pay rate for each project.
Apply Weighted Avg Rates to Unposted Timesheets
Select this checkbox to calculate and apply weighted average rates to unposted timesheets within the date range specified on the screen. This checkbox is enabled only if the timesheet cycle's Timesheet Processing Method is Collectively in the Weighted Average Overtime Setup screen.
Auto-Adjust Salaried Employees
Select this checkbox to base salaried employees' retroactive pay on an adjusted labor cost. This checkbox is checked and disabled if the Enable for Salaried Employees checkbox is selected in the Automatic Auto-Adjust group box in the Overtime Settings screen. This field is enabled if the Enable for Salaried Employees checkbox is selected in the Selective Auto-Adjust group box in the Overtime Settings screen. If neither checkbox is selected for salaried employees, this checkbox is unchecked and disabled. The application uses the employee's Hourly/Salary status from the Salary Info and History screen as of the original timesheet date.
Select this checkbox to base hourly employees' retroactive pay on an adjusted labor cost. This field is checked and disabled if the Enable for Hourly Employees checkbox is selected in the Automatic Auto-Adjust group box in the Overtime Settings screen. This field is enabled if the Enable for Hourly Employees checkbox is selected in the Selective Auto-Adjust group box in the Overtime Settings screen. If neither checkbox is selected for hourly employees, this checkbox is unchecked and disabled. The application uses the employee's Hourly/Salary status from the Salary Info and History screen as of the original timesheet date.
Enter the auto-adjust percentage to be applied.
Use the group boxes in this block to specify the retroactive timesheet date, pay type, and accounting period.
Use the fields in this group box to establish the timesheet date and pay type.
Enter, or use Calendar Lookup to select, the date associated with the new timesheets.
Pay Type *
Enter, or use Lookup to select, the pay type to be used for the generated timesheets.
This pay type should have a Factor of 1.0 in the Pay Types screen (People\Configure\Labor); in addition, the Overtime, Cost Only, OK for Salaried Employees, OK for Exempt Employees, and OK for Non-Exempt Employees checkboxes must be selected.
Use the fields in this group box to establish the fiscal year, period, and subperiod to be used for posting the generated timesheets.
Enter, or use Lookup to select, the fiscal year to be used for posting the generated timesheets.
Period *
This field automatically populates based on data you entered in the Fiscal Year field.
Enter, or use Lookup to select, a different period which will be used for posting the generated timesheets.
If you change the data in this field, its corresponding fiscal year and subperiod will automatically populate their respective fields, thus changing the previously displayed data.
This field is automatically populated based on data you entered in the Fiscal Year field.
Enter, or use Lookup to select, a different subperiod which will be used for posting the generated timesheets.
If you change the data in this field, its corresponding fiscal year and period will automatically populate their respective fields, thus changing the previously displayed data.
* A red asterisk denotes a required field.
Click on this link to open the Employee Non-Contiguous Ranges subtask, where you can enter non-contiguous employee records that require retroactive pay activity. If you are not entering non-contiguous records, use of this subtask is not required.
Changes to this screen update the TS_HDR (Timesheet Header) and TS_LN (Timesheet Line) tables.
The following tables are source tables whose data is evaluated before this process is executed:
PAY_TYPES (Pay Types)
EMPL_LAB_INFO (Employee Salary Information)
EMPL (Employee)
TS_HDR_HS (Timesheet History Header)
TS_LN_HS (Timesheet History Line)
TS_LN_HS_RETRO
