BN - Benefit Retro Queries

GENERAL DESCRIPTION:

The Retro Biweekly and Retro Monthly Queries are designed to give Administrators the ability to identify employees with calculated retro benefits that will be loaded to the next payroll. The query will allow a Benefit Administrator to check whether or not a calculated retro deduction is correct, and whether or not the amount can be deducted from the paycheck or paid through Benefits Billing. This query can and should be checked on a daily basis, as results are updated with each daily retro calc. The deductions, however, are not loaded to paychecks until the two days before payroll confirmation.

PROCESS CONSIDERATIONS:
  • The query may be run for either biweekly (UW_BN_RETRO_BIWEEKLY) or monthly (UW_BN_RETRO_MONTHLY) payroll
  • Report may change daily as a result of the retro calculation process.
  • The last day to review the report before the retro loads to the paysheets is two days before payroll confirmation.


Procedure Steps:

1.  Click Reporting Tools → Query → Query Viewer

2.  Enter either UW_BN_RETRO_BIWEEKLY or UW_BN_RETRO_MONTHLY into the search criteria and click Search.

Query Viewer Search page


3.  You are shown the Search Results below.  If you had done a partial search, multiple queries may appear in the list.  If you searched for the specific query you are looking for, you should only see that value below.  To view the query, click the link for Excel.


Query run to Excel


4.  A prompt window will open.  On that page, enter the Business Unit you want to run the report for.  You can also search for the Business Unit by clicking on the magnifying glass next to the field.  After you choose your business unit, click View Results.


Query Prompt


5.  Open the query using Microsoft Excel and click OK or Open depending on your internet browser.

Below is an example of Mozilla Firefox.

Open With pop up box

Below is an example of Windows Internet Explorer 9.

Classified Retro Benefits - IE Pop Up


6.  Review the results and determine a course of action if needed.  Note:  An employee may appear on the report with multiple rows if retro benefits has calculated for multiple pay periods and Benefit Plans.  Refer to BN - Retro Benefits Review Process if you need assistance on reviewing or updating the retro benefit page.  The data appearing in the Excel spreadsheet is:

A.  DeptID = Department ID Number

B.  Pay Group = The paygroup of the Empl Rcd that is marked the Benefits Primary job

C.  Name = Employee's Name

D.  Empl ID = Employee's ID Number

E.  Empl Rcd# = The Benefits Primary job record the retro is attached to.

F.  Plan Type = Category or grouping of Benefit Plans.  (ex:  Plan Type 10 include all health plans) A list of Plan Type are available in  BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid.

G.  Benefit Plan = Specific insurance plan an employee is enrolled in.  A list of Benefit Plan are available in  BN - Plan Types, Benefit Plans, and Payroll Deductions Job Aid.

H.  Benefit Program = The suite of Benefit Plans an employee is able to enroll in is referred to as their Benefit Program.

I.  Coverage Code = The level of coverage an employee is enrolled for (ex: family, single, etc.) A list of Coverage Codes are available in BN - How to Change Benefits Coverage Level Using On Demand.

J.  Retro Ded Effective Date = The Deduction Begin Date that corresponds to the reprocessed Event or Job Row action.

K.  Deduction AmountThe amount previously calculated as the employee's deduction for that Benefit Plan and level of coverage.

L.  New Deduction Amount = The new amount calculated as the employee's deduction for that Benefits Plan and level of coverage.

M.  Deduction Amount Override = Will default as zero.  Benefit Administrators have the ability to override the amounts calculated by the system and enter the dollar amount to be refunded or deducted for each Benefit Plan and level of coverage.  If an override exists, a dollar amount will appear in this column.

N.  Retro Deduction AmountThe net result of the old deduction, new deduction, and any override deduction amounts.  If this value is negative, the employee will be refunded that dollar amount for that Benefit Plan and coverage level.  If the value is positive, the deemployee will be charged that dollar amount on the next available payroll check for that Benefit Plan and coverage level.

O.  Ded Class = Indicates the tax status of the deduction.  Deduction Class values are B for Before Tax, A for After Tax, N for Nontaxable, and T for Taxable.


Sample Query


ADDITIONAL RESOURCES:

Related KBs:

Related Links:
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Keywords:Excel retro deductions payroll insurance paycheck OK to Process checkbox retroactive PSHUP PSHUP Load Query Viewer Query Manager payrolls classified unclassified grad LTE check box benefits public query university staff FA/AS/LI FASLI Monthly bi-weekly biweekly   Doc ID:20583
Owner:Joanna B.Group:Human Resource System (HRS)
Created:2011-10-11 09:03 CDTUpdated:2017-02-22 09:19 CDT
Sites:Human Resource System (HRS)
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