How do I use the Overpayment Recovery report to manage retroactive recoveries that I have identified?

Once a payroll has been run, Scheduled Repayments are included in the Overpayment Recovery report. Once repayments are processed, the outstanding repayments for an employee are included too.

The Overpayment Recovery report is based on balances that require a recent payroll run to show the latest repayments. Use parameters to reduce data in report, such as entering a single employee in the Person parameter to see only their recovery data.

Mandatory report parameters to specify date range of report data to see the repayments made and reduced balances:

• Process Start Date
• Process End Date

Other report parameters to specify data for report:

• Payroll
• Consolidation Group
• Payroll Statutory Unit
• Tax Reporting Unit
• Payroll Relationship Group
• Person
• Process Configuration Group
• Report Category