The video below shows how to process a retro active correction in a previous period. In the remainder of the article the steps are also explained:
For a textual description, follow the steps below.
Go to the 'Explorer' tab and select a company or employee where you want to make the correction. Then click on the period at the top right of the screen to change this.
Change the period
Change the period to the period from when the retroactive correction has to be implemented. Then click on 'Change'.
Open the padlock
Click on the padlock.
Change the details
Enter the correction/change/adjustment for the company or the employee. As an example, this employee gets a variable wage component.
1. Go to the company.
2. Go to the 'Payroll Processing' tab.
3. Go to the 'Run' dashlet and click on 'More'.
Click on 'Run'.
Select the retroactive run only or do the retroactive run together with the normal run. Then click on 'Continue'.
The Wage tax declaration will be automatically corrected with the next return to be sent.
Change the period
The retroactive run has now been executed, click on the period to change this to the current period and click on the padlock to close it.
Click on 'Current Period' to go to the current period. Then click on 'Change'.
Calculating negative corrections
When you execute a retroactive run with a negative payment for the employee, you can process this as retroactive only. Make sure that the employee has agreed to pay the overpaid amount himself. This cannot be deducted by Nmbrs from the employee via the regular payment file.
If this employee is still in service and this has to be included in the next payment , this retroactive correction can be included with the next run. The correction amount will then include the positive amount.
Journal entry with correction (empty lines)
The Salary documents will reflect the corrections. The journal entry 'company' will get a correction journal entry, which shows exactly the same wage codes as the period for which the correction is made. Journal entries may therefore contain empty lines, as nothing has been corrected for these wage codes.