Difference between revisions of "How do I remove a payroll period?"
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{{Warning|title=Warning|text= If you delete a pay period in this way, the information for that period will be removed completely, including SSP, SMP and any "Non-standard" adjustments such as bonuses or commission. These will need to be re-entered. Any pay rises or tax code changes '''entered on the employee record''' will be retained.}} | {{Warning|title=Warning|text= If you delete a pay period in this way, the information for that period will be removed completely, including SSP, SMP and any "Non-standard" adjustments such as bonuses or commission. These will need to be re-entered. Any pay rises or tax code changes '''entered on the employee record''' will be retained.}} | ||
| + | {{Information|title=IMPORTANT NOTE WHEN USING RTI Submissions|text=It is ok to delete the last period submitted to correct an error and resubmit, but you '''MUST NOT''' delete back any further than that.}} | ||
=== More Information === | === More Information === | ||
| − | + | Go to {{Menu|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Current Payroll Periods}}. | |
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| − | Go to {{Menu|{{PR}}|Payroll Parameters/Maintenance|Payroll Parameters|Current Payroll Periods}} | ||
* You will see four different types of Payroll Period each relating to the different payment methods for the employees. These are {{DataPrompt|Monthly Period}}, {{DataPrompt|Weekly Period}}, {{DataPrompt|Fortnightly Period}} and {{DataPrompt|4 Weekly Period}}. Go to the correct {{DataPrompt|Period}} frequency, which will show the last period closed, as well as the period date range. With the {{DataValue|Number}} highlighted press {{KeyPress|F10}}. | * You will see four different types of Payroll Period each relating to the different payment methods for the employees. These are {{DataPrompt|Monthly Period}}, {{DataPrompt|Weekly Period}}, {{DataPrompt|Fortnightly Period}} and {{DataPrompt|4 Weekly Period}}. Go to the correct {{DataPrompt|Period}} frequency, which will show the last period closed, as well as the period date range. With the {{DataValue|Number}} highlighted press {{KeyPress|F10}}. | ||
* Select the applicable Monthly, Weekly, Fortnightly or 4 Weekly period number. | * Select the applicable Monthly, Weekly, Fortnightly or 4 Weekly period number. | ||
* Press {{KeyPress|F10}}. | * Press {{KeyPress|F10}}. | ||
* A Summary Screen will now appear showing you the {{DataPrompt|Payroll Year}}, {{DataPrompt|Payroll Frequency}} and {{DataPrompt|Payroll Period"}}. There will also be a prompt on the screen asking to following: | * A Summary Screen will now appear showing you the {{DataPrompt|Payroll Year}}, {{DataPrompt|Payroll Frequency}} and {{DataPrompt|Payroll Period"}}. There will also be a prompt on the screen asking to following: | ||
| − | {{Warning|title=WARNING|text=Are you sure you want to delete the indicated period?}} | + | {{Warning|title=WARNING|iconsize=small|text=Are you sure you want to delete the indicated period?}} |
*After reading and understanding the Warning click {{Button|Yes}} if you are not sure click {{Button|No}} and {{SupportContact}}. | *After reading and understanding the Warning click {{Button|Yes}} if you are not sure click {{Button|No}} and {{SupportContact}}. | ||
* The System will now go back to the "Current Payroll Periods" screen and the Payroll frequency will now show the previous period number and date range. You will now to go back and run the previous payroll period again, close it off and then run the next period correcting what caused the need to reverse the payroll in the first instance. | * The System will now go back to the "Current Payroll Periods" screen and the Payroll frequency will now show the previous period number and date range. You will now to go back and run the previous payroll period again, close it off and then run the next period correcting what caused the need to reverse the payroll in the first instance. | ||
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== See also == | == See also == | ||
Revision as of 14:39, 27 March 2013
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to delete a payroll period, for example where you have closed a pay period too early or missed printing one of the end of period reports.
 | Warning: If you delete a pay period in this way, the information for that period will be removed completely, including SSP, SMP and any "Non-standard" adjustments such as bonuses or commission. These will need to be re-entered. Any pay rises or tax code changes entered on the employee record will be retained. |
 | IMPORTANT NOTE WHEN USING RTI Submissions: It is ok to delete the last period submitted to correct an error and resubmit, but you MUST NOT delete back any further than that. |
More Information
Go to " Payroll Payroll Parameters/Maintenance Payroll Parameters Current Payroll Periods".
- You will see four different types of Payroll Period each relating to the different payment methods for the employees. These are "Monthly Period", "Weekly Period", "Fortnightly Period" and "4 Weekly Period". Go to the correct "Period" frequency, which will show the last period closed, as well as the period date range. With the 'Number' highlighted press <F10>.
- Select the applicable Monthly, Weekly, Fortnightly or 4 Weekly period number.
- Press <F10>.
- A Summary Screen will now appear showing you the "Payroll Year", "Payroll Frequency" and "Payroll Period"". There will also be a prompt on the screen asking to following:
 | WARNING: Are you sure you want to delete the indicated period? |
- After reading and understanding the Warning click [Yes] if you are not sure click [No] and Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.
- The System will now go back to the "Current Payroll Periods" screen and the Payroll frequency will now show the previous period number and date range. You will now to go back and run the previous payroll period again, close it off and then run the next period correcting what caused the need to reverse the payroll in the first instance.
See also
