Summary

The Details tab defines the scope of the back pay and provides control over the preparation of the associated transactions.

The back pay process has a number of steps, and the status timeline at the top of the form indicates the current state.

The fields in the Back Pay Preparation Filters section are used at the beginning of the process to determine which historical transactions are to be considered as sources for transactions in the back pay.

See the Back Pay manual for detailed procedures.

Fields

Start date:

The start of the back pay.

End date:

The end of the back pay.

Pay period:

The pay period to include in the back pay.

Employee query:

Enter a query to filter the list of Employees that will be included in the back pay. If left blank, all employees with transactions in the defined date range and Pay Period will be included.

Employee:

Used to perform a Back Pay on a single employee.

Include terminated:

Determines whether terminated employees should be included in the back pay.

Allowance group:

Selecting an Allowance Group will restrict the allowances in the Back Pay to those that are within that Group.

Rate group:

Selecting a Rate Group will restrict the transactions that are in the Back Pay to those that have a source rate that is included in that Group.

Award query:

Restricts the transactions in the back pay to those that have a source award that appears in the selected query.

Award:

Restricts the transactions in the back pay to those that have a source award equal to the selected award.

Cost centre method:

How to assign a cost centre to generated transactions.

• Original transaction 
  Keep the historical transaction's cost centre.
• Current cost centre
  Use the employee's current cost centre.

Consolidate:

Determines whether to consolidate the final back pay transactions in the pay.

• Yes 
  A single pay transaction will be created for each group of back pay transactions having the same back pay allowance code and and cost centre code.
• No
  Create one pay transaction for every single back pay transaction.

Actions

Prepare Back Pay:

Available in the Created state. Prepares a list of Back Pay transactions based on the settings that have been applied. Advances the back pay to the Prepared state.

Reset Prepare:

Once in the Prepared state, resetting deletes the transactions that were created by the prepare. Returns the back pay to the Created state allowing you to change the filtering options.

Confirm Back Pay:

In the Prepared state, locks the prepared back pay transactions and enables the generation of actual back pay transactions. Advances the back pay to the Confirmed state.

Unconfirm Back Pay:

In the Confirmed state, unlocks the confirmed interim back pay transactions and re-enables manual editing. Returns the back pay to the Prepared state.

Generate Back Pay:

In the Confirmed state, triggers the conversion of interim back pay transactions into actual transactions in the selected pay sequence.

Reset Generate:

In the Generated state, deletes the actual back pay transactions from the pay sequence and returns to the Confirmed state.

Important: If there are transactions from multiple Back Pays in a single pay sequence, then Reset Generate will delete ALL Back Pay transactions and not just those from the reset Back Pay.

See also

See the Back Pay manual for detailed procedures.