Payroll - Rollbacks

...

Payroll - Rollbacks

Distribution

Chief Human Resource Officer

HRMS Payroll Administrator^*

Related Procedures

Time, Leave, and Payroll Processing

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

You can rollback a payroll process using several different methods.

Option 1: Using the Payroll Processes Window

This method is best when you want to roll back a process for a few individuals, for example, several QuickPays.

IS Payroll
N ® View ® Payroll Processes
Payroll Processes

1. Enter the name of the payroll in the Payroll field and the period range in the From and To fields and click on the [Find] button.

2. Place the current record indicator (blue box) next to the process you want to rollback.

3. Select Edit ® Delete Record, or click on the delete icon on the toolbar.

4. Click on the [Yes] button to delete the record or the [No] button to cancel.

5. Save your work.

Option 2: Using the Submit Requests Window

This method is best when you want to roll back a process for many individuals, for a payroll run that includes more than 50 employees.

IS Payroll
N ® Process and Reports ® Submit Processes and Reports
Submit Request

1. Select Single Request and click on the [OK] button.

2. In the Name field, select Rollback US Payroll Process to roll back a payroll process.

3. Complete the required parameters.

Process Year: Defaults to the current year.
Process Type: Defaults to "Run".

Change the Process Type field if desired, by selecting the process from the list of values.

Payroll Process: Select the Payroll Process you want to rollback from the list of values.
Assignment Set: Leave blank.

Click on the [OK] button.

4. Click on the [Submit] button.

The Requests window will open. The Request ID is the number in the first column on the left.

5. Click on the [Refresh Data] button until the Phase is Completed and the Status is Normal.

6. Click on the [View Details], [View Output], [Diagnostics], or [View Log] buttons for more information.

7. Close Requests window.

Option 3: Using the Employee Assignment Processes Window

Use this method to rollback an individual employee assignment process.

IS Payroll
N ® View ® Assignment Process Results
Employee Assignment Processes

1. Enter the employee's name and the Periods From and To fields to display the list of payroll processes for this employee.

2. Place the current record indicator (blue box) next to the process you want to rollback.

3. Select Edit ® Delete Record, or click on the delete icon on the toolbar.

4. Click on the [Yes] button to delete the record, or the [No] button to cancel.

5. Save your work.

Effective: 09/24/04

Revision: 2 06/21/05 pm

Oracle Tutor can be licensed to modify and add to this content, documenting all of your business process documentation in the Oracle Tutor format.