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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.
Delete will remove selected employees from the Retro Calculator job.
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.
Retro Comparison Report - This report can be filtered by selecting filter options from the left pane.
The Retro Time Card Report is also available from Reports > Audit card > TCR Archive.
The other reports are also available from Reports > Audit card > Retro Report Archive.
Code
The unique identification code for the employee.
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.
Deny
Click Deny before completing the Retro Calculator job to cancel all changes and edits.
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.
Is Calculated
A checkmark in this field indicates that the employee has successfully calculated.
First Name
The first name of the employee.
Last Name
The last name of the employee.
Remove Courtesy Lock
Click the Remove Courtesy Lock button 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.
Status
The Status field indicates the progress of the employees' Retro Calculator jobs.
Some statuses are:
New - Employee has recently been added to the job and is awaiting the automatic Transfer of historical data
Transfer - Historical data is being transferred in for this employee
Editable - Employee is ready for edits to be made
Approved - Employee was handled by clicking the Approve button
Approved Not Paid - Employee was handled by clicking the Approved Not Paid button
