Enhanced RetroPay

Ajith Vijayan – Sr. Oracle Applications Developer

Agenda

Why Enhanced ???

Benefits of Enhanced Retropay

What Happens in Background ????

Setup of RetroPay

Processing RetroPay

Oracle Documents

Q&A

Why Enhanced ???

Enhanced Retropay has been built on top of the Retropay by element Solution to produce a data driven mechanism that allows greater granularity of the results.

Correction Vs a Back-Dated Changes

A distinction has now been made between a corrective changes versus a deliberate back dated change. These different types of changes may require different results being produced depending on statutory rules.

For Example :

-Corrections may to taxed in the original earning period

-Back dated changes may be taxed in the period in which they are paid

-The enhanced retropay solution will address this.

Benefits of Enhanced Retropay

Performance Improvements

Recalculation Period determined at Assignment Level

Previously the retropay process was governed by a single start and end date. For every

assignment selected ,the full retropay period was recalculated.Example

• If Assignment X needed to be recalculated from Dec 1st and Assignment Y from Jan 1st by using retropay by element, both will be processed from Dec 1st ( based on parameter start date and end date (today’s Date) )

• To be more efficient each assignment should only be recalculated for the period that is required( i.e for Assg A from Dec 1st and Assg B from Jan 1st )

• With Enhanced Retropay, the Concept of a retro assignment has now been introduced, providing an individual start date for each assignment. Unnecessary recalculation of periods prior to a change has now been eliminated.

What Happens in Background ????

• If the dynamic triggers and event group functionality is working correctly, the table PAY_PROCESS_EVENTS will be updated with any changes made to the elements(e.g changes to PAY_ELEMENT_ENTRIES_F and PAY_ELEMENT_ENTRY_VALUES_F)

• The Retro Notifications Reports look for the changes in the events that are being monitored. For any changes identified it will store the entries in the PAY_RETRO_ASSIGNMENTS and PAY_RETRO_ENTRIES tables.

• When Retropay (Enhanced) is run ,it will process all the entries in PAY_RETRO_ASSIGNMENTS and PAY_RETRO_ENTRIES and create necessary element entries for the assignments.

Setup of RetroPay

• Technical Setup

• Functional Setup

Setup of RetroPay: Technical

• Oracle Doc in 1325788.1 ( How to add the Triggers and event for PER_PAY_PROPOSALS TABLE)

• Dynamic Triggers• Also used for continuous calc, proration• Delivered but not enabled

• Incident Register• Enable for your legislation

• Event Groups• Delivered some, decide if can use or need new

Technical: Dynamic Triggers• Navigation : US Super HRMS Manager->Other Definitions->Dynamic Triggers

Enter the table name as PAY_ELEMENT_ENTRIES_F and check Insert, Update, Delete and click find make sure that all the values are Generated and Enabled.

If you have any issues with Retro Pay, first thing you have to do is visit this screen, [Uncheck] Enabled and Generated boxes, save it, [Check] it back and save it.

Technical: Dynamic Triggers• Navigation : US Super HRMS Manager->Other Definitions->Dynamic Triggers

Enter the table name as PAY_ELEMENT_ENTRY_VALUES_F and check Update and click find make sure that all the values are Generated and Enabled.

If you have any issues with retro Pay, first thing you have to do is visit this screen, [Uncheck] Enabled and Generated boxes, save it, [Check] it back and save it.

Technical: Incident Register• Navigation : US Super HRMS Manager->Other Definitions->Functional Areas

Add US under INCIDENT REGISTER as show on the screen

Technical: Event Groups• Navigation : US Super HRMS Manager->Other Definitions->Define Event Group

By default you see this data

Functional: Overview

• Setup Retro Elements for Base Earning Elements• Flat Amount if just want amount

• Hours x rate if also want to capture retro hours

• Same type as base, same costing as base

• Link the element

• Attach the Retro Elements to Base elements

Functional: Setup Retro Element• Navigation : US Super HRMS Manager->Total Compensation->Basic->Earnings

Functional: Add Retro to Element• Navigation : US Super HRMS Manager->Total Compensation->Basic->Element

Description

Processing RetroPay▪ Pick one Employee and make a salary Change with back date.

▪ Run the Retro Notifications Report (Enhanced)-PDF

▪ Now view the output of this report you will see the employee the employee is picked up for

Retro Processing.

▪ You can also go to View-Retro Status and pullup the employee see the status (Awaiting

Processing).

▪ Now you will run the Concurrent Process called Retropay (Enhance)

▪ Here two required Parameters

a) Effective Date – MUST be at least 1 day into the payroll in which you want the retro

results posted

b) Payroll

▪ Now go to employee record you can see that the Retro Elements are created for the

employee.

▪ Now you can run the Payroll for the employee ( if one employee run a quick pay ) and you

can see that the entries are coming in which you can see the SOE.

Oracle Support Documents• EBS Payroll RetroPay Analyzer (Doc ID 1512437.1)

The RetroPay Analyzer is a self-service health-check script that reviews the overall footprint, analyzes current configurations and settings for the environment and provides feedback and recommendations on best practices. Your application data is not altered in any way when you run this analyzer.

• If Retropay (Enhanced) takes long time to run for the first time. Then open SR with oracle and reference Doc id 1450639.1 ,They will send you a datafix script. Run the datafix script that updates the pay_retro_assignments table so Retropay will only recalculate from a specific date forward. Once the script has been run, the Retropay process will only recalculate the payroll actions from the new reprocessing date forward. This should minimize the processing time and only pick up the wanted Retropay entries

• Troubleshoot RetroPay Setup :- Doc ID 749141.1

• RetroPay (Enhanced) and Retro-Notification Report (Enhanced) (Doc ID 305663.1)

• Setup Steps For Retro-Notification Report (PAYRPRNP) (Doc ID 216951.1)