How to Process an Agreement Back Pay Batch

1.

Navigate to Rates & Rules > Backpay Batch.

The Back Pay Batch screen opens.

2.

On the Back Pay/Retro Payee Batch List screen, click Add.

The Initial screen of the Back Pay Batch Wizard opens.

3.

In the Country field, select the country to which the pay agreement(s) to be updated belong.

4.

In the Batch Type field, select Agreement.

5.

Next to the Rate Effective Date, click the calendar button and use the calendar control to select the date on which the rate change takes effect.

The calendar closes and the date you selected is displayed in the Rate Effective Date field.

6.

In the Adjustment Reason field, select the reason for processing the back pay batch and then click Agreement Selection to proceed to the next stage.

The Select Agreements screen of the Back Pay Batch Wizard opens.

7.

Search for and select the agreement(s) to be updated in this back pay batch and then click Rate Selection to proceed to the next stage.

The Update Agreement Rates screen of the Back Pay Wizard opens.

8.

Update the pay rates of any pay rate rules belonging to the pay agreements you have chosen to include in the Back Pay batch.

For details on updating the Agreement Rates screen click here.

9.

When you have finished updating the Agreement Rates screen, click Debtor Selection to proceed to the next stage.

The Select Debtors screen of the Back Pay Wizard opens.

10.

If required, select the debtors who are to be re-billed as a result of the rate changes effected by the batch.

For details on the debtor selection screen click here.

11.

If you are sure the information you have specified at each stage of the Back Pay batch process is correct and the batch is ready to be processed by the Interpreter, click Release Batch.

Note that you will be unable to make any changes to the batch once it is released.

A warning message opens, prompting you to confirm the release of the batch.

12.

Inside the confirmation message, click Yes to confirm the release of the batch.

The warning message and the Back Pay Batch Wizard screen closes. A confirmation message opens, informing you that the Back Pay batch has been released.