A retrospective adjustment is applied to an employee whose start date is in the previous period. SelectPay will automatically apportion tax and national insurance against the relevant periods.
Remove retrospective adjustment
If you wish to remove the retrospective adjustment, follow the steps below.
Click Employees, and then click Run Payroll.
Find and select the required employee.
Right-click the retrospective adjustment pay element.
Click Include/Exclude Pay Element.
Click Save.
Review the apportioned periods
To review the values split across the two periods, follow the steps below.
Click Employees, and then click Run Payroll.
Find and select the required employee.
Click the Tax Periods tab.
Causes for no retrospective adjustment
If you are expecting the adjustment to appear, but it has not. Below are two common causes as to why.
Use for daily rate
The employee will need a pay element with the, use for daily rate, option selected. To do this, follow the steps below.
Click Employees, and then click Employees.
Find and select the required employee.
Click Standard Pay, select the employee's basic pay element.
Click Open Pay Element, and ensure the use for daily rate checkbox is selected.
Click Save and Close, and then clear pay calculations.
Joining date
If the employee's joining date is earlier than the start of the previous period, the adjustment will not be calculated. To check this, follow the steps below.
Pay frequency date
If you already know your pay frequency dates, you can move on to the next section.
Click System, and then click Pay Frequencies.
Select the pay frequency the employee is on.
Click Open Pay Frequency.
Make a note of the earnings period from date, for the previous period.
Employee join date
Click Payroll, and then click Employees.
Find and select the required employee.
Click Open Employee, and then click the Current Employment tab.
Ensure the joining date is correct and on or after the earnings period from date.