Concept: Retro Events from Other Pay Groups
This topic applies to:
- Payroll for Canada
- Payroll for France
- Payroll for the UK
- Payroll for the U.S.
After you enable retro processing for multiple pay groups on the
Edit Tenant Setup - Payroll
task, you can process supported retro events for workers who:
- Have 1 or more jobs in the same or different tax authority during the source and target periods for Payroll for Canada and the U.S.
- Have 1 or more jobs in the same company during the source and target periods for Payroll for France and the UK.
- Change pay groups during the current pay period.
Example: You transfer a worker from an hourly to a salaried pay group and enter time retroactively for the hourly pay group. You run retro to calculate the wages owed to the worker for the hours worked in the first pay group.
What Workday Processes
When you run the
Retro Pay Calculation
task in a worker's primary pay group, Workday processes:
- Retro differences in the on-cycle pay results or on-demand additional payments for the target pay group. That pay group is the current primary pay group.
- All pay components, including pay components ineligible for the target pay group or run category.
You can override the target pay group and pay period for a retro result. Example: To enter a future-dated pay group transfer, select from the related actions menu on a worker's retro result. Available pay groups are based on worker eligibility.
When you override the target and recalculate retro, Workday resets the target pay group and pay period to the previous value.
For Payroll for Canada, Workday doesn't support retro differences for workers with Records of Employment (ROEs) who transfer pay groups. You can adjust ROE for the period with the retro event by either:
- Entering a payroll input.
- Running an on-demand additional payment.
Transfers to Pay Groups with No Existing Pay Results
After you transfer workers to newly created pay groups and run retro, Workday updates the workers' No Retro Processing Prior To (NRPPT) date. Their new NRPPT date is the first day of the first processing period of the new pay group.
Processing the retro events for those workers requires that you:
- Don't define a first period to process on the pay group in theOverride First Processing Periodfield.
- Assign a new period schedule to the pay group. The first period of the schedule must be 1 period before the worker's start date in the new pay group.
- Run and complete the pay calculation for the first period of the new pay group before transferring the worker.
Transfers from or to Pay Groups Paid on a Lag
A pay group paid on a lag is a pay group with a pay period schedule associated to a different schedule. Example: You map a weekly time tracking schedule to a biweekly pay period schedule.
You can transfer workers from or to pay groups paid on a lag. When you run retro, Workday checks for unprocessed time entries up to 60 days before the run.
Pay Groups in Reports
The
View Payroll Results
and View Retro Results
reports display the source pay group. The View Payroll Retro Worker Result
report displays the target pay group.