There may be times when you need to adjust your payroll or correct a mistake. To do this, watch the video or follow the steps below.
Before you rollback
Before rolling back, consider the following:
Manual updates: Manually adjust pension status, contribution changes, and tax codes.
Leavers' P45s: Regenerate from the Documents tab after resubmitting the period.
Workflow impact: It reverts to the current step, deadlines become outdated, and step notifications pause until the payroll is current.
FPS corrections: None if you're only updating year-to-date values.
Restrictions: You can't roll back a period if you've submitted a supplementary pay run. You can't update pay periods in a rollback state.
Reports: Download before rolling back.
Pensions: Switch to manual if recalculating contributions, then upload manually after running the period.
HMRC misalignments: Rolling back and resubmitting may cause discrepancies with HMRC. In this instance, contact HMRC directly.
Perform a rollback
To perform a rollback, follow the steps below.
Click Payroll, then click the History tab.
For the last period you ran, click the Action⚙️ icon.
Click Rollback period.
Select the I understand the risks and take responsibility check box.
Click Rollback period.
📌 Note: If you're correcting a leaver, you need to unmark them as a leaver before making any changes.
After you've rolled back
Once you've rolled back and made the necessary changes, follow the steps below.
Run the payroll as usual.
To change the payday, in the Pay Day section, click Edit.
Click Run period. The FPS submits differences with the late reason code H.
Additional Information
Pension status and contribution changes you’ve made for team members won’t be automatically reverted, so this will need to be done manually.
Team members who were submitted as leavers in the period you are rolling back won’t have their P45s regenerated, and you’ll need to do this manually from the ‘Documents’ tab in their profiles after you’ve resubmitted the period.
Team members who have been marked as submitted leavers will need to be unmarked as leavers in your ‘Leavers’ area if they are to appear in the ‘Current period’ once rolled back.
If workflow is active, it will be reverted to the same step that the ‘Current period’ is on, step deadlines will become out of date, and step completion notifications won’t be sent until you bring the payroll back up to date.
You cannot rollback a period if you have already submitted a supplementary pay run for that period.
You cannot rollback a period in which a team member was paid using a pay policy.
You cannot rollback a period in which a team member is advancing future pay periods.
You cannot rollback a period in which a team member who was rejoined using the Rejoin functionality was paid again.
Reports and payslips will be overridden when the payroll is finalised again in the rollback. We recommend downloading a copy of reports and payslips for your records before you rollback.
Pension contributions are not recalculated for automated pensions. This is because submissions are not resubmitted in a rollback. If you need the pension contributions to be recalculated, switch the pension to manual, and upload the new amounts to the provider manually after running the period.
Pay periods cannot be updated for a period that is currently in a rollback state.
Rolling back and resubmitting a period can cause misalignments with HMRC. Any data that has been misaligned as a result of a resubmission will need to be corrected with HMRC directly.
If you rollback a period while auto run is enabled, auto run will be turned off in the company settings.