Can I edit the payment plan category?

Yes, if you didn't assign the incentive payment plan or you first deleted all associated assignments.

Delete assignments to a payment plan as long as no one used the payment plan in processing payments. If no one used the payment plan in the current period and no one paid the payment batch:

  1. Delete the batch.

  2. Delete the payment plan assignments.

  3. Edit the payment plan.

Deleting assignments doesn't affect prior period paysheets or balances. If there are unpaid paysheets for the current period that are affected by deleting the associated assignments, then refresh those paysheets before approving them.