When master data changes are made to an employee’s assignment (e.g., a change in the account number used to pay the employee), the degree of retroactive treatment can be set within each action.
Best practice calls for timely accounting and payroll transactions. We encourage regular (at least monthly) review of all HR/Payroll transactions and expect most retroactivity to be limited to the current fiscal year. It is understood that certain circumstances, in particular with grants, warrant retroactivity beyond the current fiscal year.
Beginning January 1, 2017, the earliest retroactive accounting date in the HR/Payroll system (SAP) will be limited to 18 months. A unit’s close attention is needed to ensure well-timed employee assignment changes.
Earliest retroactive accounting dates will be set as indicated below:
|Fiscal Period||Earliest Retroactive Accounting Date|
|January 1 - June 30, 2017||7/1/2015|
|July 1 - December 31, 2017||1/1/2016|
|January 1 - June 30, 2018||7/1/2016|
|July 1 - December 31, 2018||1/1/2017|
|January 1 - June 30, 2019||7/1/2017|
|July 1 - December 31, 2019||1/1/2018|
|January 1 - June 30, 2020||7/1/2018|
Retroactivity parameters do not impact the correction of actual pay. These corrections will be made whole, but the retroactive change to the data will be limited to 18 months if necessary.
In preparation for this change, please review payroll records and make all necessary adjustments. Please direct questions to Payroll Operations at 355-5010 or firstname.lastname@example.org.