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Anchor refund refund
Refund a payroll item during a regular Payroll
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| refund |
1. Go Go to Core/ Payroll Item.
21a. Find the employee using the grid and search by type in a few characters of the Last Name, First Name or Number. 3. Locate . OR
2. Go to the Dashboard 
and type in a few characters of Last name, First name or Number then click on employee from the list of names provided.
2a. Click on the Payroll Items tab.
3. Locate the Payroll Item you will be processing the refund for and click on 
.
4. Go Go to the Error Adjustments section and click on on
.
5. Add Add the refund Amount as a negative number, a Description and a Date (only if you wish to process this refund at a later time. Date should be within the period beginning and and ending date of a payroll being processed not Pay Date. If you wish to process now leave date blank.)
6. Click Click on Save.
7. If If there is an Employer error adjustment involved you will need to scroll to the Employer Error Adjustment section and click on . 8. Add
8. Add the refund Amount as a negative number, a Description and a Date (only if you wish to process this refund at a later time. If you wish to process now leave date Date field blank.) NOTE:
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If there is employer pickup involved ex-Medicare, Retirement, etc. check |
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If you want to delete the entire Employee or Employer Error Adjustment record click |
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9. Initialize your payroll. On the Pay Report you will see the refund amount:
10. Complete Complete the Payroll processing.
Anchor refundout refundout
To refund a Payroll Item in USPS-R without Processing a payroll.
| refundout | |
| refundout |
This process if normally used when an employee is no longer employed at the district or if the district wishes to refund the payment to the employee immediately.
Follow Steps 1-6 above.
Go to Processing/Payroll Item Refund.
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