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Change No Retro Prior to Date

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This job aid outlines the process for a Payroll Partner to change a Worker’s No Retro Prior to Date.

Prerequisites

  • The worker already has a No Retro Processing Prior To date.
  • No retro calculations are in progress for the Worker.

Important Information

  • This is a process used to prevent the Retro Process from picking up items prior to the No Retro date. For example, if the employee has a compensation change via a payroll input and you do not want the Retro Process to also pay, you would move the No Retro date forward so the compensation change is not picked up.
  • You cannot run or complete the Retro Pay Calculation process for the Worker while a date change is in progress. However, you can cancel the calculation process.
  • You can only move the No Retro Processing Prior To date forward from the current date.

Getting Started

  1. Search for the Change No Retro Prior To Date task in the Search Bar and select it.The Search Bar with the task Change No Retro Prior to Date task entered and the first result displaying
  2. On the Change No Retro Prior To Date page, enter the name of the Worker.The Worker Field under Change No Retro Prior to Date
  3. Select OK.
  4. On the next page, select the date for the Proposed Value of No Retro Processing Prior To field.The Proposed Value of No Retro Processing Prior To field with the Submit button

Note: The date can only be moved forward from the current date.

  1. Enter any comments, as needed.
  2. Select Submit.

This completes the Change No Retro Prior To Date process.