Retro Enhanced P - Document: Step by Step ENEC Retro Enhanced Processing For Payroll

RETRO ENHANCED
PROCESSING -
DOCUMENT
Step by Step
ENEC Retro Enhanced Processing for
PAYROLL
Author: Brian Patel

Creation Date: Nov 20, 2017
Last Updated:
Document Ref: ENEC_Retro_Enhanced_Processing.doc
Version: 01
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File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

Contents
Document Control ii
Introduction 1
Monthly Retro Enhanced Run 2
Manually Changing Employee Retro Status 8
Manually Adding Employee Retro Entry 22
Manually Changing Employee Retro Date 30
One Employee Retro Processing 35
End of Service Employee – Retro 41

Introduction
This Retro Enhanced Processing document describes the step by step working of
Payroll Run processes. This document is highly recommended to the users for
efficient and smooth running of Oracle Payroll.

Monthly Retro Enhanced Run
Step1: Monthly Retro Enhanced Run
Submit the Retro-Notifications Report (Enhanced) - PDF request
Navigation :- UAE Payroll New  View  Requests  Submit a New Request 
Retro-Notifications Report (Enhanced) – PDF – Request
Give Parameter and Submit the Request
Let the process finish

Step2 : Click on Parent request and click on view output which will be opened in Internt Broswer
Find the output in browser as below

Step 3 Go to UAE Payroll New  View  Retro Pay Status

One can view all person falling in retro pay with respective recalculation date, by selecting Status as Awaiting
Processing and Clicking Go
Similarly one can check assignment with there status
Status Purpose / Meaning

This status displays all assignments with retrospective implications that are not
yet processed and that the assignments have cleared for processing and that
Awaiting Processing the processing will occur in the payroll run.

Completed This status indicates that the assignments are processed
Users can delete and move deferred retro assignment to permanently
Deferred Status. Permanently Deferred Assignments cannot be brought back
into processing set. They are marked Completed – Deferred Forever. This
status indicates that the retro assignments created by the system are
Completed – Deferred deferred forever. These retro assignments are not processed in the future nor
Forever reported with the new status.
This status indicates that an assignment were scheduled for processing, but
that the processing was deferred and will not occur until the status is changed
Deferred to Confirmed: Awaiting Processing, or Included: Awaiting Confirmation.
Processing This status indicates that the assignments are being processed.
Step4: Run request named RetroPay (Enhanced)

Retropay (Enhanced)– Request
This Request would pick the Captured changes and Post the entries in the Corresponding Month
Give Parameters :-
Effective Date :- The effective date must be later than the last Payroll Date. Effective date is the date on which the
derived retro element entries need to be created.
Payroll Name :- Select for which payroll Retro Enhanced to be Run
Entry Creation Date :- It is an optional parameter, if payroll team want retro entries created in next month Date
must be entered
and Submit the Request
Effective date: Enter an effective date to indicate the date from which you want to begin your RetroPay
processing.
Select Payroll
Entry creation date (Opitional): In which period you want to pay select that month
And submit the Retropay Enhanced request.
Elements will be attach to the employees who are under retro process.

Go to one employee and check element Entries to see retro element entry attached to employee
Run Monthy Payroll and Verfiy Employee Payroll run.

Manually Changing Employee Retro Status
Scenario: --
Sr.no Scenario Case
1 Changing Employee Status from Employee got Retropective retro after running Retro-
Awaiting Processing to Deffered Notifications Report (Enhanced) – PDF, Employee will be
with Awaiting Processing status, payroll team don’t want
to process retro for said employee in current month and
want to keep them as Deffered status and employee to be
considered in Next Month Payroll Run with Retro changes
Step 1: Run Retro-Notifications Report (Enhanced) – PDF

Retro-Notifications Report (Enhanced) – PDF - Request
Step 2: Go to Retro Pay Status
Navigation :- UAE Payroll New  View  Retro Pay Status

Click on Go
Payroll Team can view list of employees available to retro enhanced processing with Status as Awaiting
Processing.
1. Select Employee for whom status need to be changed from Awaiting Processing to Deffered
2. After Selecting go drop down list and select Deffered and click on Change Status

Confirmation message will appear on top of the page stating status is changed for your selected assignment
In addition, selected employee will not appear in awaiting processing list
And click on apply button
On Same page from search field Now select Status as Deffered and click on Go
All Employee with Deffered status will be viewed

Close the window
Step 3: Run request named RetroPay (Enhanced)
Deferred Employee will not be processed in Retropay (Enhanced) Run.
Sr.no Scenario Case
2 Changing Employee Status from Employee which are Deffered in earlier month Payroll
Deffered to Awaiting Processing Run, need to be proceed current month payroll, for which
employee status need to be change from Deferred to
Awaiting Processing
There are Two Way to change employee status from deferred to Awaiting Processing.
First Method :--
Check Report output Employee which are Deferred will be available in Report, Payroll Team can also check
from Retro pay Status.

Click on Go

Processing.
All Employee with Awaiting Processing status will be viewed, along with employee which was deferred earlier
Close the window

Awaiting Processing Employees will be processed in Retropay (Enhanced) Run.
Second Method :--


Select Status – Deferred and click GO Button

Payroll Team can view list of employees available to retro enhanced processing with Status as Deferred.
1. Select Employee for whom status need to be changed from Deffered to Awaiting Processing
2. After Selecting go drop down list and select Awaiting Processing and click on Change Status
In addition, selected employee will not appear in Deferred list

On Same page from search field Now select Status as Awaiting Processing and click on Go
All Employee with Awaiting Processing status will be viewed, along with employee which was deferred earlier.
Close the window


Sr.no Scenario Case
3 Changing Employee Status from Employee got Retropective retro after running Retro-
Awaiting Processing to Completed - Notifications Report (Enhanced) – PDF, Employee will be
Deferred Forever with Awaiting Processing status, payroll team don’t want
to process retro for said employee and want to keep them
as Completed - Deferred Forever status.
Note :- Upon Changing Employee Status to Completed – Deferred Forever status these employee retro will not
be processed in Retro.

Click on Go
Processing.
1. Select Employee for whom status need to be changed from Awaiting Processing to Deffered


1. Select Employee for whom status need to be changed to Completed – Deferred forever.
2. After Selecting employee, click on Delete Icon.
Pop Message for confirmation will appear on the page.
Select Yes,

Confirmation Message will come, check and Select Apply.
On Same Page, select Status as – Completed – Deferred forver and click on Go
Payroll Team can view all employee’s whose status has been change to Completed – Deferred Forever.

Manually Adding Employee Retro Entry
There are two Scenarios :--
1. Bulk Uploading Employee’s Via Web Adi
2. Single Employee Uploading
Scenario: --
Sr.no Scenario Case
1 For an Employee want to pick retro For an Employee payroll team want to pick retro change
changes from a particular, date only. starting from 01-Jan-2017 only, for which manually Retro
Entry for employee need to be created.


Select Create Retro Line.
Another window will be open with information and on bottom of the page a file will be downloaded, open the file
And Excel file will be opened

Upon opening of excel it will ask for enable Editing and enable contain, kindly enable both
Wait till complete file is not loaded, in between a information message will show up.
After Few Second of above message file will be loaded and Confirmation message will come, select Close

Below Excel File is generated from the system.
In Excel Enter Employee Assignment number, Reprocess Date and select Approval Status to Awaiting Processing,
You can added as many row you want to manually process employee retro.
Assignment Number - Employee Number
Reprocess Date – Date from which employee Retrospective Changes need to picked up and processed in Retro.
(Reprocess Date format is MM/DD/YYYY, you need to change excel column format also to MM/DD/YYYY, if
this is not changed and directly date is enterd as 09/01/2017, system will upload as 01/09/2017)
After Entering all the data, go to Oracle Tab on Top of Excel, and select Upload, this will uploaded all excel data
to system

Upon selecting Upload, small new window will open will ask to process selected and flag row, select them and
click on upload.
Processing will start
Once Processing is completed, confirmation message will show up.

Select Close and now again got to Retro Status Page.
Enter Assignment Number or directy select Go.
Employee enter from excel is uploaded in system.
Close the window


Scenario: --
Sr.no Scenario Case
2 For Single Employee want to pick retro For Single Employee payroll team want to pick retro
changes from a particular, date only. change starting from 01-Jan-2017 only, for which manually
Retro Entry for employee need to be created.

Click on Add Button

Enter Assignment Number, Recalucation Date, keep Status as Awaiting Processing and select Apply button.
Confirmation message will come and Employee will be with Awating processing status.
Close the window


Manually Changing Employee Retro Date
Scenario: --
Sr.no Scenario Case
1 Changing Employee Retro Date System Processed or Manually added Employee Retro
from 01-Oct-2017, now payroll team want to Update
Employee Retro Date from 01-Oct-2017 to 01-Aug-17


Click on Go
Processing.
1. Select Employee for whom Retro Date (Recalucation Date) need to be update


1. Select Employee for whom Retro Date (Recalucation Date) need to be update.
2. After Selecting employee, click on Update Icon.
Update Recalculation Date from 01-Oct-2017 to 01-Aug-2017 and Status from Deferred to Awaiting Processing
and Selecct Apply Button
Confirmation Message will be appeared stating Assignment Changes have been Successfully Applied and click
on apply button.

On Same page from search field Now select Status as Awaiting Processing and click on Go
All Employee with Awaiting Processing status will be viewed, along with employee with new Recalucation Date.
Close the window


One Employee Retro Processing
Step1: One Employee Retro Enhanced Run
Submit the Retro-Notifications Report (Enhanced) - PDF request
Retro-Notifications Report (Enhanced) – PDF – Request
Give Parameter and Submit the Request
Let the process finish

Step2 : Click on Parent request and click on view output which will be opened in Internt Broswer
Find the output in browser as below

Step 3 Go to UAE Payroll New  View  Retro Pay Status

One can view all person falling in retro pay with respective recalculation date, by selecting Status as Awaiting
Processing and Clicking Go
Similarly one can check assignment with there status
Step4: Run request named Quick Retropay (Enhanced)

Quick Retropay (Enhanced)– Request

This Request would pick the Captured changes and Post the entries in the Corresponding Month for a particular
employee.
Give Parameters :-
Effective Date :- The effective date must be later than the last Payroll Date. Effective date is the date on which the
derived retro element entries need to be created.
Assignment Number :- Employee Number/Assignment Number for whom Retro to be processed.
Entry Creation Date :- It is an optional parameter, if payroll team want retro entries created in next month Date
must be entered
and Submit the Request
Elements will be attach to the employees who are under retro process.
Go to one employee and check element Entries to see retro element entry attached to employee

Run Monthy Payroll and Verfiy Employee Payroll run.

End of Service Employee – Retro
Scenario: --
Sr.no Scenario Case
1 Running Retro For Terminated Those employees which are terminated before upgrade
Employee to process End of Service and for whom End of Service need to be process with
retro.
Currently when employee is terminated his Last Standard Process date is kept as Last date of the month or Same
date as Actual Terminated Date
For Eg
Earlier in Retropay by Element there selected element where process for retro, now with Retropay Enhanced there
is control on Element set, and there are few Retro Element which are created in Non standard manner, in which
element processing rule was on last standard process.
So for these kind of cases where Last Standard Process date is same as Actual Termination Date or Last day of
Month need to be update to Same as Final Process Date.
For which HR need to Reverse Terminate the employee and enter new Last Standard Process same as Final
Process Date.
NOTE :- Like this there will be very Few Case as for New Termination Rule is already set on Termination
Screen where HR has to mandatory give Last Standard Process date 6 Month after Actual Termination Date.
Once that is set Run - Retro-Notifications Report (Enhanced) – PDF
And Then Retropay (Enhanced).

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RETRO ENHANCED

Author: Brian Patel

Date Author Version Change Reference

Copy No. Name Location

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

Let the process finish

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

Similarly one can check assignment with there status

Status Purpose / Meaning

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

Step4: Run request named RetroPay (Enhanced)

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

Run Monthy Payroll and Verfiy Employee Payroll run.

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

Sr.no Scenario Case

Step 1: Run Retro-Notifications Report (Enhanced) – PDF

File Ref: ENEC_Retro_Enhanced_Processing.doc Document Control iii

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All Employee with Deffered status will be viewed

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Sr.no Scenario Case

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Close the window

Second Method :--

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Select Status – Deferred and click GO Button

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Close the window

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All Employee with Deffered status will be viewed

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Pop Message for confirmation will appear on the page.

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Sr.no Scenario Case

Step 1: Go to Retro Pay Status

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And Excel file will be opened

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Processing will start

Once Processing is completed, confirmation message will show up.

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Employee enter from excel is uploaded in system.

Close the window

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Sr.no Scenario Case

Step 1: Go to Retro Pay Status

Click on Add Button

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Close the window

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Sr.no Scenario Case

Step 1: Run Retro-Notifications Report (Enhanced) – PDF