Process Retroactive Pay for a Salaried Employee - Process Help (R12)

Use this procedure to process system generated retroactive pay when entering a new salary or changing an existing one or when assigning a new earnings element or changing an existing earnings element (e.g. Regular Salary 2 or Period Salary 2).

To process a manual retroactive payment, please refer to the following process help:

• Enter a Nonrecurring Earnings or Deductions Element
• Change a Nonrecurring Earnings or Deductions Element

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

1. Select People > Enter and Maintain to go to the Decision form.
   1. If the current effective date is different than the effective date of change, click Yes to go to the Alter Effective Date form.
      1. Complete the Effective Date fields:

   Field Name	Required (R) or Optional (O)	Description
   Effective Date	R	Date for which the record is effective.

   1. Click OK to go to the Find Person form.
   1. If the current effective date is the effective date of change, click No to go to the Find Person form.
   2. Complete one of the following Find Person form fields:

   Field Name	Required (R) or Optional (O)	Description
   Full Name	O	Person's last name.
   Social Security	O	Person's social security number.
   Type	O	Select from the List of Values: Contingent Worker Applicant Employee
   Employee Number	O	Person's ID Number.

2. Click Find to go to the People form.
3. Click Assignment to go to the Assignment form.
   1. If this is a new salary or a salary change which requires a retroactive payment:
      1. Click Salary to go to the Salary Administration form.
      2. Enter the new salary amount.
      3. Click in the [ ] field in the lower right of the form to go to the Add'l Salary Admin. form.
      4. Complete the following fields:

   Field Name	Required (R) or Optional (O)	Description
   Retro Required	R	Yes
   Retro Begin Date	R	Date retroactive period began.
   Retro End Date	R	Date retroactive period ended.

   1. Click OK to return to the Salary Administration form.
   2. Select File > Save.
   3. Select File > Close Form to return to the Assignment form.
   1. If this is a new earnings element or a change to an earnings element which requires a retroactive payment:
      1. Click Entries to go to the Element Entries form.
      2. Date track to the begin date of the new element.
      3. Complete the following field:

   Field Name	Required (R) or Optional (O)	Description
   Element Name	R	Element you assign from the List of Values For example: Period Salary 2, Reg Salary 1 Retro

   1. Click Entry Values to go to the Entry Values form.
   2. Complete the following fields:

   Field Name	Required (R) or Optional (O)	Description
   Amount	R	Calculated retroactive amount.
   Begin Date	R	Date salary increase takes effect.
   End Date	R	Date salary increase will end.

   1. Select File > Save and Proceed.
   2. Select File > Close Form to return to the Assignment form.

   Note: Use the process help Enter a Nonrecurring Earnings or Deductions Element if you are processing a manual retroactive payment through the Element Entries.

   Note: For instructions on reviewing system generated retroactive payments, refer to the procedures and guidance document Reviewing Retroactive Payroll Payments.