Summary

The back pay preparation process can create a large number of back pay transactions to be assessed. This report can be used to review the prepared back pay transactions.

The Back Pay Review report settings enable you to select a back pay to run the report on, to filter by the type of transaction required and to also filter by Department, Location, Dims (additional entities that you can create for the Organisation | Divisions folder in the PayGlobal Tree), Cost Centre, Employee query and a single employee.

Note: Once generated, this report may be saved row by row in a comma separated value (CSV) format, which allows it to be easily opened in spreadsheet applications such as Microsoft Excel.

Settings

Back pay:

Any back pay will be available for selection, no matter what status the back pay is at.

Note: Back pays that are not prepared will not return any rows in the report.

Transaction options:

"All transactions" will select all historical allowance transactions within the back pay date range (as determined by the back pay date range filter) for each employee in the back pay. Historical allowances excluded from the back pay (by virtue of the back pay filters) will also be reported in this option, thus allowing you the opportunity to see transactions that have been missed out.

"Back pay transactions" carries out the above action, but adds a filter to exclude historical transactions which have been excluded by the back pay filters i.e. will provide in most cases a one for one match between the back pay transaction retrieved and its associated historical allowance.

"Included back pay transactions" carries out the above two actions, but adds a filter to only report back pay transactions with the "Include" flag set to true. It thus omits any back pay transactions which do not contribute directly to a back pay amount.

"Missing back pay transactions" will select historical allowances that are present in the date range and pay period of the back pay for employees included in the back pay, but have not been selected for back pay assessment because of award, rate or allowance filtering. This is to assist you in determining if any transactions that have been filtered out of the back pay should actually have been included.

Employee:

Allows the filtering of the report to only report for a single employee.

Employee query:

Will filter the report based on the output of the employee query.

Note: The Employee and the Query filters are additive (as with all filters), if both an employee and a query are selected and the employee is not contained within the employee query, then no records will be returned.

Sorting and Grouping

A single major grouping is provided which allows the report to be grouped and sorted by one of Department, Location, Cost Centre and Dims. Selecting one of these options will group the data by the option and underlying detail records will be grouped underneath each of the distinct values.

An option is provided to start each new grouped value on a new page.

There is also an option to not group, which will hide the major grouping and the records will then be sorted by their default sort order of Employee Code, Back Pay Allowance Code (with no back pay allowance code being listed last), Historical Allowance Code, Historical Allowance Pay Period End date, and finally Historical Allowance Pay Sequence.