This report was created to allow a user to determine the deduction adjustments that need to be made for a retroactive deduction change. Basically, we are trying to inform our clients if an adjustment needs to change is made to an employee's deduction record. This report is located under the Payroll tab>Reports>Retroactive Deductions, and it can be utilized only by groups that have integrated payroll. If you are integrated with Paycor and PrimePay this report will be utilized more often because we cannot send deduction records to their systems with prior effective dates. Deductions can only have an end date of today or a future date. This report will allow you to determine how much an employee's paycheck needs to be adjusted based on retroactive changes to their deduction records.
We also created an timeline event for retroactive deduction changes called "Retroactive Deduction Change." The event is triggered when a current deduction is made retroactively. For this event to be triggered, a company needs to have an integrated payroll connection and have payroll groups with payroll calendars configured so we can recognize it is a retroactive deduction.
The report includes the following fields:
- Employee SSN
- First Name
- Last Name
- Deduction Code- this is the code that is entered under the Payroll Group
- Plan Name- benefit associated with the retroactive deduction record
- Effective Date- enrollment effective date tied to that deduction
- Deactivation Date- date the record was deactivated retroactively
- Last Change Created Date- this is the last change date on the deduction record
- Current Cost Per Pay- new deduction cost
- Prior Cost Per Pay - prior deduction cost
- Missed Pay Dates - how many pay dates were missed between the effective date and the deactivation date
We will only show the most recent retroactive deduction on this report for a given plan.
NOTE: If you are using our integrated payroll product and your group is going through OE, new hire retroactive changes will not appear on this report.
Employee gets married on 2/24/18. On 3/20/18 they enter the event in EN and add their new spouse to their medical. This increases the medical coverage per pay from $97.38 to $125. Because this deduction was effective 2/24/18 we need to determine how much money needs to be taken out of the employee’s paycheck to account for the pay periods that had the incorrect deduction of $97.38. The adjustment report will allow us to look at the difference between $97.98 and $125 and based on the number of missed pay dates.
HR goes into the enrollment editor and drops dental coverage 3/20/18, but the Coverage End Date that is entered in the enrollment editor is 1/31/2018. This report will account for 1/31/18-3/20/18 when the deduction was incorrectly being taken out the employee’s paycheck.
An employee is enrolled in a medical benefit with a per pay cost of $46 effective 3/1/2018. An import is processed on 3/20/18 with enrollment for the employee with the same plan, but with an earlier effective date and a different cost, effective 1/1/18 and $105. This report will account for 1/1/18-3/20/18 cost that needs to be taken out of the employee's paycheck.
Change contribution or rate that triggers a rate recalc on the plan
An employee is enrolled in a Dental plan effective 1/1/18 in employee only coverage with a $36.15 per pay cost. On 3/20/18, the broker goes into the Dental plan and changes the employee only rate because it was entered incorrectly. This report will account for the 1/1/18-3/20/18 cost that needs to be taken out of the employee's paycheck with the $42.07 amount.