9.2 Processing a Check Reversal
Purpose: Use this document as a reference for processing a check reversal in ctcLink.
Audience: Payroll Administrator.
You must have at least one of these local college managed security roles:
- ZZ Payroll Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Run the paycheck reversal process when a system-generated check is incorrect and has not been cashed or deposited. The key benefit of the check reversal process is that it eliminates the need to enter each check to be reversed as a manual check. The process locates the checks that you have specified on a special run control and creates an off-cycle paysheet page for each reversal. The resulting paylines reflects the original paysheet entries, with negatives in the hours and amount fields. These pages are display-only.
During the reversal process, the system makes a copy of the paycheck record and reverses the signs (plus/minus) on the amount fields. The original paycheck record is retained, not deleted. You can view both the original and the reversed paycheck records from the Paycheck pages. On the reversed check, all of the amounts display as negative numbers, and the message “Calculated Check Reversal” appears in the upper-left corner.
To reverse paychecks, you do not need to run Pay Calculation. When you run the Reversal process, the system finds the check or checks you have specified and reverses the plus/minus signs. Because the amounts themselves have already been calculated, no additional calculation is necessary.
Processing a Check Reversal
Check Reversal
Classic Navigation: Payroll for North America > Payroll Processing USA > Reverse/Adjust Paychecks
IMPORTANT!: When a paycheck is reversed using this process, all aspects of that paycheck are reversed, including Earnings, Taxes and Deductions. The system will automatically create an Off-Cycle check on the current payroll for the reversed amounts, which will need to be Confirmed as the rest of the Off-Cycle checks prior to when the On-Cycle Payroll is processed.
- The Reverse/Adjust Paychecks search page displays.
- Enter an existing Run Control ID or select the Add a New Value tab and create a new Run Control ID.
- Select the Add button.
- For every Reverse/Adjust paychecks run control you enter, the system sets up a separate off-cycle paysheet page and line.
- The Reverse/Adjust Paychecks page displays.
- Enter the Company Code.
- Enter the Pay Group.
- Enter the Pay Period End Date, which corresponds to the on-cycle pay calendar that you want to process the check reversal.
- Enter the Paycheck Number. Enter the Paycheck Number. If processing Check Reversal for a zero net paycheck that does not have a paycheck number, leave this field blank. The EMPL ID lookup will list all employees that don't have paycheck number on the respective Paycheck Issue Date.
- Select the Pay Check Issue Date, or select it from the lookup.
- If you provided the Paycheck Number earlier, the Empl ID will auto-populate. Otherwise, the Lookup will list all employees with zero net paychecks issued on that date - select the Empl ID. The information in Alternate Selection Criteria section will auto-populate.
- Select the Reversal radio button.
- Select the Original Accounting Period radio button under Accounting Period Option.
- For Payable Time Reversal Type, select Reverse Only to reverse the check, which do not require to reprocess the Time and Labor payable time at a future date.
- Select the Run button.
- The Process Scheduler Request page displays.
- Select the OK button.
- The Reverse/Adjust Paychecks page displays.
- Notice a Process Instance number is now assigned.
- Select the Process Monitor link.
- The Process Monitor page displays.
- From the Process List tab, select the Refresh button until the Run Status is Success and the Distribution Status is Posted.
- If you would like to review the log file that the process PSPPYREV produced, select the Details link.
- The Process Detail page displays.
- Select the link for View Log/Trace.
- The View Log/Trace page displays.
- Select the Log file name.
- The Log file will open for your review.
Confirm Payroll
Classic Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Confirm Payroll
- The Confirm Payroll search page displays.
- Enter the existing Run Control ID.
- Select the Search button.
- The Confirm Payroll page displays.
- Complete the following fields in the Off-Cycle Run section:
- Company
- Pay Group
- Pay End Date
- Process Page
- Select the Run button.
The procedure to process a check reversal is complete.
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