Before starting Rollback Pay Run
If you need to make changes to the last pay period open the payrun again.
Before starting the rollback process in Staffology Payroll.
- Check if there are open pay periods. If the pay period is open or not ready to be finalised, to rollback the open payrun must be deleted.
- Check there is a copy of the reports produced for the following:
- At the start of the rollback period.
For each additional period finalised.
For example, if the payroll is in month 6, and you want to rollback to month 2, reports are needed for month, 2, 3, 4, 5, and 6.
It is recommended to get a of the following reports:
- Gross to net.
- Analysis Report with employee breakdown.
- Payslips.
- P30 Month end summary report, highlights the amount to be paid to the HMRC for that tax month. or P32 Month end summary report, highlights the amount to be paid to the HMRC for that tax month..
What Rollback Pay Run does not do
It is important to be aware that during the Rollback Pay Run process, the following items are not recalculated. Most of them cannot be manually edited, unless stated in this guidance. To make adjustments, use a separate pay code.
- Absences and leave entries
- Benefits
- Loans
- Pension refunds
- Permanent changes made to the employee record
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Pension deductions — To recalculate during the payrun, select pension pay, then select Override this calculated value. The employer is responsible for correcting any under or overpayment A situation in which an employee receives more money than they are entitled to, often due to an error in the payroll calculations. directly with the pension provider.
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The employees pension status is not reassessed. The same status as the original pay run is set.
What Rollback Pay Run does do
The Rollback Pay Run does recalculate the following:
- Tax — using the tax code for each period if they are different.
- National Insurance A system of contributions paid by workers and employers in the UK, which funds various state benefits, such as the State Pension and Jobseeker's Allowance. (NI)
- Student Loan A government loan that students can use to help pay for their education.
Your organisation is responsible for making sure any third parties, such as HMRC His Majesty's Revenue and Customs is a non-ministerial department of the UK Government responsible for the collection of taxes, the payment of some forms of state support, the administration of other regulatory regimes including the national minimum wage and the issuance of national insurance numbers., pension providers, and so on, are sent information about under or over payments made.