This section describes how to amend payments previously made to employees during the current tax year.

The main steps in amending payments are:

1. Reverse all payslips produced from the period when the incorrect payment was made up to the last tax period. To do this you use the Reverse Payslips screen.
2. For each relevant period, change the incorrect data which caused the wrong payment – for example, timesheet details, pay element amounts.
3. For each affected period, use Rework Pay Period to reprocess pay data and produce new payslips. Start with the earliest period affected and work forward, dealing with each period in order.

Step 3 is only necessary when you need to produce new payslips. For example, if an employee was paid in error and you are simply retrieving the payment, step 3 is unnecessary.

The payments amendment procedure has the following effects:

• All payslip items for the affected periods are undone.
• The original payslips are shown as ‘cancelled’ in payslip enquiries.
• New payslips are generated for each reworked period.
• Year-to-date totals are adjusted.
• The detail of any supplementary pay run for a reversed period is combined with the main pay run when the period is reworked.

Note: Payslip reversal and reworking does not make adjustments to actual payment data. That is, it does not generate data for BACS, cheques, and so on. To make adjustments to actual payment data you must use a manual method such as Temporary Pay Elements or manual cheques.

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