Employees

After creating the Retro Calculator job, you need to add employees to the job. These are the employees whose data in past pay periods needs to be corrected.

To add employees to the Retro Calculator job, click the Add button in the left pane. You can search by Last Name, First Name, and/or employee Code. You can also search using other parameters by clicking the Advanced button. Select all the applicable employees and click a folder symbol.

When an employee is added, their data is automatically transferred from the historical database and a previous pay period calculation request is submitted, and they appear in the job's list.

Click to open the employee's TCS (Time Card Screen). From there, you can work with the employee's transactions, as needed. Then under Employee Sections, you can click the Retro Jobs button to continue with the employee's Retro Calculator job without having to return to the full Retro Calculator screen.

Actions Buttons

Approve

After pay period edits are made and employees calculated, click Approve to accept the changes. Pay adjustments will be made.

Approve Not Paid

After pay period edits are made and employees calculated, click Approve Not Paid to accept the changes. Pay adjustments will not be made.

Calculate

Click Calculate to send the selected employee records through the calculations process.

After the employees are calculated, reports are available for you to review and verify results. For information, see Retro Calculator Reports.

Courtesy Lock

Click Courtesy Lock to indicate that you working with and handling the selected employees' Retro Calculator jobs.

The employee records are still accessible by other users, but display the courtesy lock icon on the employee screen.

Delete

The Delete button removes selected employees from the Retro Calculator job. See the Completed column.

Deny

Click Deny before completing the Retro Calculator job to cancel all changes and edits.

Remove Courtesy Lock

Click Remove Courtesy Lock to release the courtesy lock from the selected employees.

Set Editable

Click Set Editable if you need to make additional edits to selected employees.

Once you click Approve or Approve Not Paid, you will need to click Set Editable to make additional edits.

Retro Job Columns

Code

The unique identification code for the employee.

Completed

A checkmark in this field indicates the employee was processed successfully in the Retro Calculator job. Employees who were processed successfully cannot be edited or deleted from a job.

An exclamation point indicates the employee has an error and that the employee did not get processed in the Retro Calculator job. Hover on the exclamation point to see the type of error. Employees with errors can be deleted from a failed Retro Calculator job. For more information, see Failed jobs.

Has Changes

A checkmark in this field indicates that changes or edits have been made to this employee's previous pay period data.

Has Messages

A checkmark in this field indicates that there are messages relating to this employee's Retro Calculator job.

Messages might indicate problems or provide information about the Retro Calculator job.

Example 

If an employee transferred pay groups during a pay period in the Retro Calculator job, the message states, "Pay Group Transfer occurs during retro period within the pay group instance starting [date]. Extra evaluation should be performed to ensure proper retro payment."

For information about pay group transfers, see Primary Home Labor Distribution > Pay Group transfers.

When there is a pay group transfer during the Retro Calculator job's date range, you will see one of the following situations:

  • Pay Group Instance dates overlap - this happens when the pay groups have different pay period dates

  • Pay Group Instance dates coincide - this happens when both pay groups have the same pay period dates

Is Calculated

A checkmark in this field indicates that the employee has successfully calculated.

Status

The Status field indicates the progress of the employees' Retro Calculator jobs.

Some statuses are: