Roll Back a Balance Adjustment for the US

If you need to correct or undo a balance adjustment, you must roll back the adjustment process.

Do this through either the Person Results or Process Results Summary tasks.

How to Use the Person Results Task

To roll back balances through the Person Results task:

  1. Start the Person Results task.

  2. Search for and select the person.

  3. In Results Listing, select Actions and then Roll Back for the adjustment process you want to roll back.

How to Use the Process Results Summary Task

To roll back balances through the Process Results Summary task:

  1. Start the Process Results Summary task.

  2. Select the payroll run you want to adjust.

  3. In Person Process Results, locate the person requiring the adjustment.

    Use the search field if necessary.

  4. For that person's row, select Actions and then Roll Back.