Wage Type Options for Retroactive Accounting 

Use

The ability to run retroactive accounting is one of the most important characteristics of payroll. A retroactive run is necessary, for example, in the following case:

You have made changes to HR master data for the payroll past.

The system must run payroll for these payroll periods again, even though payroll is completed. The modified payroll data must be taken into account.

When comparing the payroll periods to be included in retroactive accounting with the original payroll period, the payroll program or reporting programs may identify that corrections are required.

As a result of a retroactive salary increase, an additional amount must be transferred to the employee.

Wage Types in a Retroactive Run

Most wage types are created in the retroactive accounting period with the amount that would have been used in the original period (for example, wage type /101 (Total Gross Amount)).

However, there are wage types that contain the differences between the retroactive period and the original payroll period.

Wage type /553 (Recalculation difference for last payroll run) is the difference between the payment amount for the current payroll period in the payroll run and the previous result.

To support third-party payroll systems that do not use retroactive accounting, or that use a different method to form retroactive accounting differences, the Interface Toolbox has retroactive accounting functions.

Features

The system processes the selected wage type as in the original payroll period. The system transfers the values in the three wage type fields (Amount, Rate, and Number) unchanged to the third-party system.

The system calculates the difference between the values in the three wage type fields (amount, rate, and number) for the selected wage type from the retroactive accounting period and the comparison period. These differences are assigned to the respective retroactive accounting period. If the difference for all three fields is 0 (zero) then the system does not export this wage type.

As for option R2, the system calculates the difference between the values in the three wage type fields (amount, rate, and number) from the retroactive accounting period and the comparison period. However, these differences are assigned to the period immediately preceding the current payroll period.

As for options R2 and R3, the system calculates the difference between the values in the three wage type fields (amount, rate, and number) from the retroactive accounting period and the comparison period. These differences are assigned to the current payroll period. If the relevant wage type already exists in the payroll period, then the system cumulates the values for each personnel number. If the third-party system does not use retroactive accounting, you should choose this wage type option.

Options R3 and R4 have a special feature to allow wage types to be assigned to a payroll period, even if they do not originate in this payroll period and come from retroactive accounting periods instead. If you wish to retain information on whether the wage type comes from a retroactive accounting period or from an original period, then choose option DT.

The system assigns wage types that originate from retroactive accounting to a table with the name $D<name>, instead of to a table in the original period.

Activities

Choose a wage type option