If a leaver has been overpaid or underpaid and you need to adjust their year-to-date figures, you will need to reinstate the employee and process a payment to correct it. To do this, follow the steps below.
🤓Tip: If you need to correct year to date figures for a previous tax year, use the previous year update wizard.
Reinstate the employee, and then click their Standard Pay tab.
Include an earnings pay element by clicking the Add
icon.Click the Pay Element Code dropdown.
Click the pay element you want to use for the correction.
If the pay element is already assigned, click Edit
instead.
Enter the required adjustment into the rate.
Enter one of the following into the quantity field.
'1.00':- This will increase the employees year to date figures.
'-1.00':- This will decrease the employees year to date figures.
Exclude the employees' other pay elements.
Click Process Pay, and then Amend Period Pay.
Find and select the required employee.
Ensure their figures are correct; if not, go back to step 5.
Process the employee as a leaver.
Ensure you select the checkbox, Process Pay This Period.