Follow these steps if you want to set up your system for proration or retro-notification.

   To complete basic setup for proration or retro-notification:

1. In the Table Event Updates window, ensure that the events you want to use are already included in the required tables. Enter the table name. The lower half of the screen displays the fields that trigger proration or retro-notification if their values are changed.

   If the table has already been defined but the required event is missing, create either an Update, Delete, or Insert event and enter the table row or column to which the event refers. You can only enter a column name if you are creating an Update event. Select the change type defined by the event.

   Note: The Table Event Update window is not available in all localizations.

   See: Making Table Event Updates

2. If the events you require have not been defined in the Table Event Update window, set up the dynamic triggers for proration or retro-notification in the Dynamic Trigger Generation window. The triggers you need depend on the method you use to compensate your employees. For example, the tables required for compensation using Salary Administration are different from those required for compensation using pay grades. The tables you are likely to use are:

   • PER_ALL_ASSIGNMENTS_F

   • PER_ALL_PEOPLE_F

   • PAY_ELEMENT_ENTRIES_F

   • PAY_ELEMENT_ENTRY_VALUES_F

   • PER_SPINAL_POINT_PLACEMENTS_F

   • PER_GRADE_RULES_F

   See: Defining Dynamic Triggers

   Note: French users: Ensure you enable the dynamic triggers for PAY_ELEMENT_ENTRIES_F and PER_ALL_ASSIGNMENTS_F.

3. Create an event group for your proration or retro-notification events. You must create the event groups before you can create your elements.

   See: Defining Event Groups

4. Select the Incident Register functional area in the Functional Area Maintenance window. Make sure that your triggers are included in this functional area. If your triggers are not included, insert them.

   You must also activate the triggers according to legislation or business group. For more information, see: Grouping Dynamic Triggers into Legislative Functional Areas

   Setup for retro-notification should now be complete, meaning you can proceed to running the appropriate report. However, if you are setting up proration continue with the next steps.

   See: Running the Retro-Notifications Report

   To set up the elements for proration:

1. Create your proration element. US and Mexico users: Initiate the earnings type or deduction, then query the generated element in the Element window to add a proration group and, optionally, a proration formula.

   • Make sure that you select a proration group for each element

   • Select a proration formula if you are using a separate proration formula to handle proration events (rather than enabling your payroll formula to handle proration)

   • Select Actual Termination as the termination processing rule

2. Define the input values for the element. For example, if you were using the sample payroll formulas that are enabled for proration, you would create the following input values:

   • Amount for a salary management element

   • Date Worked for a spinal point/pay scale element

   • Annual Deduction for a deduction or allowance

   See: Defining an Element's Input Values

3. Link the element to a specific payroll or payrolls. If you want the element to be used automatically each time the payroll is assigned, select the Standard check box. If you do not select this check box, you must enter the element for each assignment.

   See: Defining Element Links

   To create the formula:

1. Check that the database items to be used in your formula are available. If the required database items are not available, please create them.

2. Create the proration formula or write a payroll formula that is enabled for proration.

   To create a proration formula, see: Writing Proration Formulas

   UK users: For examples of payroll formulas enabled for proration, see: Sample Payroll Formulas Enabled for Proration

   For more information on writing formulas, see: Writing or Editing a Formula and Writing Payroll Formulas for Elements

3. Link the formula to your element in the Formula Result Rules window.

   See: Defining Formula Processing and Result Rules

4. Attach the element to the salary basis if the salary is relevant for proration. Select the input value you created (such as Amount) in the Input Value Name field of the Salary Basis window.

   See: Defining a Salary Basis