How to Correct Payroll Errors Using FreePayroll's Rollback Feature
Correcting Payroll Errors with FreePayroll's Rollback Feature
We understand that errors can occur, and to address this, we've developed a rollback feature designed to help you correct mistakes efficiently.
The procedure to correct an error depends on when the error is discovered:
Navigate to the Payroll: Go to the desired payroll where the error occurred.
Initiate a Rollback: Click on the "rollback" button to revert the payroll to a prior state.
Make Corrections: Apply the necessary corrections directly within the payroll.
Automatic Resubmission: FreePayroll will automatically detect which employees were corrected and will resubmit the Full Payment Submission (FPS), updating the Year-To-Date (YTD) figures for those specific employees.
Navigate and Rollback: Follow the steps above to navigate to your payroll and initiate a rollback.
Check the Box: Before submitting the payroll, ensure you check the box labeled "This payroll will be submitted after pay day."
Select Late Reason: Choose late reason H - Correction to earlier submission from the options available. This indicates that the submission is a correction to a previously submitted payroll.
- Updating NI Categories and Tax Codes: Be mindful that NI Categories or Tax Codes may have changed. It is crucial to update these details accordingly.
- Impact on YTD Figures: The Year-To-Date figures for employees will reset to the beginning of the selected period. Since payroll figures are cumulative, any alteration in a previous period will influence all following periods. Consequently, FreePayroll will require you to rerun payroll for all periods up to your current period to ensure accuracy.
- NI Category Errors: If an error involves reporting the wrong National Insurance (NI) category for an employee, do not use the rollback feature. Instead, please contact support directly for assistance with these specific corrections.
We understand that errors can occur, and to address this, we've developed a rollback feature designed to help you correct mistakes efficiently.
**How to Correct an Error**
The procedure to correct an error depends on when the error is discovered:
**Errors Discovered On or Before Pay Date**
Navigate to the Payroll: Go to the desired payroll where the error occurred.
Initiate a Rollback: Click on the "rollback" button to revert the payroll to a prior state.
Make Corrections: Apply the necessary corrections directly within the payroll.
Automatic Resubmission: FreePayroll will automatically detect which employees were corrected and will resubmit the Full Payment Submission (FPS), updating the Year-To-Date (YTD) figures for those specific employees.
**Errors Discovered After the Pay Day**
Navigate and Rollback: Follow the steps above to navigate to your payroll and initiate a rollback.
Check the Box: Before submitting the payroll, ensure you check the box labeled "This payroll will be submitted after pay day."
Select Late Reason: Choose late reason H - Correction to earlier submission from the options available. This indicates that the submission is a correction to a previously submitted payroll.
**Important Considerations**
- Updating NI Categories and Tax Codes: Be mindful that NI Categories or Tax Codes may have changed. It is crucial to update these details accordingly.
- Impact on YTD Figures: The Year-To-Date figures for employees will reset to the beginning of the selected period. Since payroll figures are cumulative, any alteration in a previous period will influence all following periods. Consequently, FreePayroll will require you to rerun payroll for all periods up to your current period to ensure accuracy.
**Important Note**
- NI Category Errors: If an error involves reporting the wrong National Insurance (NI) category for an employee, do not use the rollback feature. Instead, please contact support directly for assistance with these specific corrections.
Updated on: 30/04/2024
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