Clear a Payroll Record After it has Been Posted

There are several steps required to process payroll for your schedules. One of the steps is to post the payroll. Once payroll has been posted for a schedule, the payroll records created for that schedule are viewed by clicking the View Posted Payroll tool in the Payroll Module. This is where you can see all of the posted payroll records for a specified batch or date range in the main display grid.

NOTE: Posted payroll can be viewed by batch, by pay date or by posted date. Use the scenarios in the Filter Area to select how you want to view the posted information.

If you need to clear some payroll record(s) to correct something after it has already been posted, you first need to un-post the record(s) before you can clear it. Open the View Posted Payroll  tool then select the appropriate scenario and batch or date range so the posted records are displayed on the main display grid.

View the information displayed in the main display grid to determine which records you need to clear. NOTE: A single schedule may have multiple payroll records.

To un-post the appropriate record(s), verify that only the record(s) for which you wish to un-post payroll are selected (the checkbox in the grid for the record is checked).

Click the Un-Post Payroll tool in the ribbon.

A prompt asks if you are sure you want to un-post payroll; click Yes.

The payroll records you have un-posted will no longer appear in this main display grid; they appear in the View Calculated main display grid.

You can make corrections to the records in the View Calculated screen and post again, or clear the records from the View Calculated screen and make the appropriate correction(s) to the schedule or caregiver pay rates.

NOTE: Depending on the error, you may also need to Un-Finalize or remove the actual hours in the schedule in order to make your corrections. If this is the case, the schedule must have actual hours and be finalized again before you are able to recalculate it in payroll.