Oracle HRMS Functional Document

Retro Pay
Method 1 & 2
Part 5
This Document is created only for Class Room Training Purpose

By

Regintala Chandra Sekhar

ora17hr@gmail.com

UK PAYROLL
If you have any queries regarding this document please see the part1,2,3,& Part4 documents
Set the Date: 01-Jan-2013 and check the Payroll Process Result if you have any runs roll back it

Method 1
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’s 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

a. Enable the Trigger for the Event Group: PAY_ELEMENT_ENTRY_VALUES_F

Navigation Path

Check on the Enabled check box

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b. Enable the Trigger for the Event Group: PAY_ELEMENT_ENTRIES_F

Click on Find: Check on the Enabled check box

b. Insert the Trigger: PAY_ELEMENT_ENTRIES_F

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Click on Find: Check on the Enabled check box

C. Delete the Trigger: PAY_ELEMENT_ENTRIES_F

Click on Find: Check on the Enabled check box

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Step 3: 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
exampleif you make backdated changes in previous tax year should payroll taxation effect your allowances of
previous year orthis year?)
Checking Whether the Trigger a assigned to Legislation or Not: If Not add Your Legislation Here

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

Click and save it

Regintala Chandra Sekhar

Email ID: ora17hr@gmail.com

UK PAYROLL
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

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Email ID: ora17hr@gmail.com

UK PAYROLL

Step 1: Create an Element

Name: Allowance Adjustment

Link the Element to the Payroll

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Step 2: Creating Event Group

Update Type
Date Track Correction
Date Track Update
Date Track Update
Date Track End Date
Date Track Insert
Date Track Delete

Table
PAY_ELEMENT_ENTRY_VALUES_F
PAY_ELEMENT_ENTRIES_F
PAY_ELEMENT_ENTRIES_F
PAY_ELEMENT_ENTRIES_F
PAY_ELEMENT_ENTRIES_F
PAY_ELEMENT_ENTRIES_F

Column Name
SCREEN_ENTRY_VALUE
EFFECTIVE_START_
EFFECTIVE_END_DATE

Step 3: Query your existing Allowance Element and Assign the Event Group and Adjustment Element

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Step 4: Update the Petrol Allowance Amount to Rs 2500 and Click on Correction or Update

Save it and
Step 5: Creation of Element Set: SKY_RETRO_ELE_SET

Step 6: Creation of Assignment Set: SKY_RETRO_ASSIGN_SET

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Email ID: ora17hr@gmail.com

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Step 7: Submit a Request 1: RETRO-NOTIFICATION REPORT (Last Payroll month i.e Feb 2013)

Step 8: 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 9: Comeback to Current Month

Step 10: Submit Current Month Payroll Run and Prepayments

10

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Step 11: See the SOE Report

Step 12: Query the employee and click on Assignments and Entries your see this

Step 13: Check the Entries for the Employee

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Click the Other One:

Retro Pay: Method 2

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

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

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Email ID: ora17hr@gmail.com

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Step 2: Create an Element: March Bonus

Link it to payroll

Step 3: 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.

13

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Email ID: ora17hr@gmail.com

UK PAYROLL
Step 4: 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 5: Assign the Retro Element to the employee and make the element entry 1000

Step 6: Submit a Request

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

14

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Email ID: ora17hr@gmail.com

UK PAYROLL
Step 7: 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 8: Submit Payroll Request for the Month

Step 9: See the SOE Report

Regintala Chandra Sekhar

You can get more documents on my blogger: http://ora17hr.blogspot.com

15

Regintala Chandra Sekhar

Email ID: ora17hr@gmail.com