Processing an employee overpayment within a pay run via the payroll platform

Purpose

Providing you with a step-by-step guide on how you can process an employee's overpayment, which you can do via the Pay Run module. You will need to undertake the below steps via your Employment Hero Payroll platform.

Interactive steps

Click here for a video walkthrough

Written steps

  Select which type of overpayment you want to make for the relevant instructions.

Earnings PAYG Super

Available for the following Payroll Plan: Standard, Premium

Processing an earnings overpayment
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Pay Run menu.
  3. Click the New Pay Run button.
    Overpayment_1.jpg
  4. Select the Manually Add Employees to this Pay Run tick box.
  5. Select the Empty Pay Packets tick box.
  6. Complete the following fields:
    • Pay schedule.
    • Pay period ending.
    • Date Pay Run will be paid.
  7. Click the Create button.
    Overpayment_2.jpg
  8. Click on the Actions tab.
  9. Click the Pay Run Actions button.
  10. Click the Add Employees button.
    Overpayment_3.jpg
  11. Type the name of the required employee into the Select an Employee field.
  12. Click the Add Employee button.
    Overpayment_4.jpg
  13. Click the Close button.
    Overpayment_5.jpg
  14. Click on the employee name that needs an earnings line added.
  15. Click the Actions button.
  16. Click the Add Earnings button.
    Overpayment_6.jpg
  17. Select the relevant pay category within the Pay Category drop-down.
  18. Enter the repayment value as a negative amount.
  19. Click the Save button.
    Overpayment_7.jpg
  20. Click the Finalisation button.
    Overpayment_8.jpg
  21. Complete the following fields:
    • Date paid.
    • Create a pay event:
      • Create a pay event manually at a later date.
      • Create pay, even immediately.
  22. Click the Finalise button.
    Overpayment_9.jpg

Explore related content

  • Payroll tax reporting: PAYG withholding This report will show you the PAYG withholding amounts processed within your organisation and will allow you to see if there are any further overpayments that you need to action.
  • Payroll reporting: Super Contributions This report will show you the Super Contributions made within your organisation, and will allow you to see if there are any further overpayments that you need to action.
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