Review retroactive recoveries

Use the Overpayment Recovery report to review scheduled repayments and outstanding recovery balances.

After a payroll run is completed, scheduled repayments are included in the report. As repayments are processed, the report also displays each employee's outstanding recovery balance.

The report is based on payroll balances and requires a recent payroll run to display the latest repayment and recovery information.

To run the report:

1. Go to My Client Groups > Payroll > Submit a Flow.
2. Select the legislative data group.
3. Run the Overpayment Recovery report.

Specify the required Process Start Date and Process End Date parameters to define the reporting period and view repayments and balance adjustments.

You can further filter the report results using the following optional parameters:

• Payroll

• Consolidation Group

• Payroll Statutory Unit

• Tax Reporting Unit

• Payroll Relationship Group

• Person

• Process Configuration Group

• Report Category

For example, enter a specific employee in the Person parameter to view recovery details for that employee only.