Retro Pay - Creating Records Manually

If you were NOT using SchoolFi Payroll for all of the pay periods that the retro period includes, you cannot use the Retro Pay module.  In this case, you will need to figure out the amounts each person is owed manually.  Also, if you need to do retro for Casual Other Earnings, they must be done manually as well.

You will need to create a spreadsheet that contains all staff members who need to be paid.  Click HERE for instructions on how to create and import that spreadsheet.

We highly recommend that you run these payments through a separate payroll from your regular Core payroll so that the pension is calculated properly and the proper deductions are taken. See below for instructions on creating a supplemental payroll.

Be sure the Casual Other Earning you use is the one that is flagged "Retro Pay."

Once the spreadsheet is created and the supplemental payroll is created, you can import that spreadsheet into that payroll and process the pay as you normally would.

How to Set Up a Separate Payroll for Retro Pay:

• On the Payroll > Setup screen, click on the Calendar button for this year, click on the Add Payroll button.  Setup / create a separate payroll and be sure to set the pay period settings as follows.  Click HERE if you need further instructions - the end of the article explains how to set up a supplemental pay.

• On the Payroll > Setup > Properties button for the calendar year you are working with, use the Current Payroll drop-down to select the payroll you created for the Retro Pay.