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Rollback means you can go back to a specific pay period for any of your employees and effectively delete any pay processing carried out after that pay period. This can be used to erase any errors made in the payrun.
Warning
Please ensure that you have got the complete new set of replacement pay data ready before you start the rollback process. You are also advised to print out the period of pay data from the latest period to the period you wish to roll back for your future
reference. Any roll back is a hard delete once it is done it can not be reinstated.
This option should only be used to clear pay history. employees' basic records i.e., address and contact details, will not be affected, but all cumulative values, pay histories and absence records will be permanently deleted for the periods rolled back.
Please note - the rollback procedure is not reversible. You should use this facility only as a last resort. We advise that wherever possible you should try to correct any problems by making internal adjustments and corrections between yourself and the employee. We recommend that you do not rollback if the processed pay details have already been submitted to the HM Revenue & Customs.
Rollback Active Employee: The Rollback screen displays a list of all your current employees. Click on the Rollback link in the Action column for the employee you wish to Rollback. You can only rollback one employee's data at a time.
Rollback Former Employee: The Rollback Former Employee screen displays the list of your former employees. Please note, only those former employees will be listed here whose P45 part1 is not E-Filed to the HMRC. The Leaver (Former Employee) data cannot be rollbacked once the P45 has been E-Filed or submitted to the HMRC. The reason for this is to make sure the data sent to the HMRC is in consistent with the user data in our Database. Click on the Rollback link in the Action column for the employee you wish to Rollback. You can only rollback one employee's data at a time.
The next screen displays a list of the pay periods in which the pay has been run and the YTD values updated for this employee, starting with the most recently updated period. Where Advance Pay Periods are indicated it means that Advanced Holiday Pay was calculated in this period and Rolling back this period will also roll back the advanced period.
Tick the period (s) you wish to rollback. The selected periods will appear hi-lighted. Then click on the Continue button. The next screen details the rollback periods you have selected and provides a summary of any changes that you should be aware of which will result from the rollback. Please check these carefully. To proceed with the rollback enter your Sign In Password and click on the Confirm Rollback button. Your employee's pay data will then be rolled back
After rollback, you should amend and re-process the employee's deleted pay periods as appropriate. The re-processed periods must be reconciled with any actual employee payments already made and any returns that may have already been sent to the HM Revenue & Customs.