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Undoing Payroll

Article ID
11616
Article Name
Undoing Payroll
Created Date
20th November 2019
Product
IRIS Payroll Business, IRIS Bureau Payroll
Problem

How do I undo payroll in Business and Bureau payroll?

PLEASE NOTE: This KB focuses on the undo and rollback features of payroll and is completed an employee at a time. If you need to amend the pay information for most or all of the employees you may be better off restoring a backup from the affected pay period and running it back up to date.

Click here for help with backups.

Resolution

There are two methods for undoing payroll, undoing the current (unfinalised period) or undoing previous periods (already finalised).


Undoing the current period. (Ie. you haven’t finalised)

Select the employees you want to undo using the Selection Side Bar, You can select multiple employees by holding the Ctrl key on your keyboard while clicking the names.

Click on the Pay tab and click “Undo Payroll“. You will then see a list of employees with pay variations to be undone in the period. The Undo Payroll screen is only available if you have run “Enter Variations” or “Calculate” in the current pay period. Click “Undo“.

Use the Undo Payroll screen when you want to undo the variations or calculations you have entered for one or more employees. This facility is particularly useful if you mistakenly paid an employee who should not have been paid in the current pay period.


Undoing previous pay periods (Ie. Undoing a finalised period)

For this we use the rollback tab:

Process Overview

• If you do not already have copies, print the Payroll Summary report for each pay period since the mistake happened.
• Select the employee using the Selection Side Bar.
• Click Start Rollback
• Undo Payroll back to the period when the mistake occurred
• Correct the mistake
• Calculate and finalise the employee back up to date.
• Click End Rollback
• If necessary, adjust the amount paid to HMRC in the following month
• If necessary, adjust journal postings to your accounts software

For a more detailed guide through the rollback process please click here.

PLEASE NOTE: The rollback process is completed an employee at a time. If you are having to go and amend the pay information for several employees you may be better off restoring a backup from the affected pay period and running it back up to date.

Click here for help with backups.

PLEASE NOTE: Depending on the changes you are making to the payroll information, you may need to resend RTI submissions to HMRC. 

For details on correcting FPS submissions click here.

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