Make historical corrections for missed job transfers

The system processes historical corrections in the same way it processes changes in an unsigned-off time period. Corrections are generated based on a comparison of the earliest change date and the sign-off date, taking into account all rules, policies and wages applied to the edited time period. Changes can be applied to the non-signed-off period for payroll processing.

Corrections appear in the timecard, the Historical Corrections add-on. The effect of the changes also appears in related areas, such as the Totals add-ons in the unsigned-off timecard.

Historical corrections enable you to make changes in signed-off pay periods for the following functions:

  • Timecard/Wages — You can transfer an employee to different job in a signed-off timecard just as you do in the current timecard. For example, you select any signed-off pay period and add or correct a job transfer. The system generates corrections, which are reflected in the previous and current pay periods.

Note: Cells in a signed-off timecard might be uneditable because of payroll processing.

To edit a signed-off timecard:

  1. From Employee Timecard summary page, select Previous Pay Period or enter a range of dates that includes a signed-off pay period.
  2. Select using the check box the employee(s) who’s timecard you need to correct.
  3. Select the menu item, Enable Edits.
  4. Select Yes to enable edits.
  5. Select the menu item, Open Selected.
  6. Click in the transfer cell.
  7. Select the transfer from the list or select Search to select a different job transfer. Select the transfer and click Apply.
  8. Click Save. A message appears reminding you to review the correction before saving again.
  9. Select the Historical Corrections add-on to review the pending change. Make sure the Include in Totals column is correct.
    • Yes means the transfer will be included in the current pay period
    • No means the transfer needs to be addressed some of the way such as payroll issuing a manual check.
  1. (Optional) If you need to adjust the includes in Include in Totals column or want to add a comment or note, continue to the next step. Otherwise continue to step 14.
  2. Select the corrections and click the Edit icon.
  3. If the payroll needs to issue an off cycle/manual check uncheck Include in Totals.
  4. To add a comment and note, select a comment from the drop-down and enter a note.
  5. Click Apply.
  6. Click Save to save the edit in the timecard.

The following information appears in the Historical Corrections add-on:

  • Saved/Pending — The status of the corrections: saved or pending.
  • Historical Date — The date of the original timecard before the correction.
  • Pay Code — If the correction was made to a pay code, the pay code is listed here.
  • Amount — If the correction was made to a pay code, the amount of the pay code.
  • Wages — The wages applied to the correction.
  • Transfer — If the edit involves a transfer, the transfer information is here
  • Edit Date — The date that the correction was made
  • Effective Date — The date that the correction takes effect.
  • Historical Date — The date of the original timecard before the correction.
  • Include in Totals — Whether or not the correction was included in the totals.

Note: If you change the timeframe, the Historical Corrections add-on displays the historical corrections but includes a "Outside timecard dates" message in the upper left corner of the add-on. An asterisk also displays in the Historical Date column.

  1.