Historical Corrections add-on

Historical corrections Edits that occur after timecards are approved and signed-off. can be added for updating punches The entries on a timecard that mark the beginning (in-punch) or end (out-punch) of a work interval, such as the beginning of a shift or transfer. for a worked shift, handling timecard exceptions A deviation from normal work patterns, for example, when employees do not punch in or out as expected. such as missed punches, adding leave pay codes and changing leave pay code such as from Absent to Personal or Medical Leave. These edits in the signed off pay period trigger the system to generate historical corrections.

Two views are available: Detail View and Summary View.

After you click the Detail View button, the following columns appear:

  • 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 paycode A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick., the paycode is listed here.
  • Amount — If the correction was made to a paycode, the amount of the paycode.
  • Wage Pay Code — The wage paycode A type of money paycode that converts historical correction hours into a wage amount that goes to payroll. used for the correction (if configured)
  • Wages — Wages associated with 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.
  • Include in Totals — Whether or not the correction is included in the totals regardless of whether the correction is saved or pending.
  • Comments — If a comment was selected, it is listed here.
  • Notes — If a note was added, it is listed here.
  • Show Paid Corrections — When selected, shows paid corrections as well as non-paid corrections. This filter is for display purposes only and does not impact totals. The check box only appears when enabled in the Display Preference settings for timecards and when there are paid corrections.

The Summary View groups corrections by transfer value or paycode. You can sort these listings as needed.

From the Historical Corrections add-on, you can:

Historical corrections may have a pay impact. You can control the impact from the Historical Corrections add-on.

If you have the necessary access, you can control whether or not the pay impact of an historical correction is included in the next pay period.

  1. Select one or more historical edits and click tap the Edit icon .
  2. In the Edit Corrections panel, select or clear the Include in Totals check box.
  3. Select the check box if you want to include the pay impact of the historical corrections in the next payroll processing. The totals of both saved and pending edits appear in the Include In Totals column. The effective date depends on the employee's pay rule configuration. Generally, it is the current date.
  4. Clear the check box to handle payment another way, such as a check paid to the employee directly.
  5. Click Tap Save.

Note: If the timeframe you have loaded contains the effective date of the historical correction but not its historical date, the Historical Corrections add-on displays the historical correction but includes an Include in Totals Outside Timecard Dates message in the upper-left corner of the add-on. An asterisk also displays in the Historical Date column.

When your system is configured for automatic wage paycode corrections, all hourly historical corrections are charged to the same money paycode called a wage paycode. If necessary you can change the wage paycode used for each correction.

  1. Open the timecard and select Previous Pay Period or enter a range of dates that includes a signed-off pay period with historical corrections.
  2. Select the Historical Corrections add-on.
  3. Select the check box next to one or more historical corrections and click tap Edit .
  4. In the Edit Corrections panel, money and wage paycodes are listed in the Money Paycode drop-down box. Select one of the paycodes and click tapApply.

A historical correction is an adjustment to an employee’s totals record that reflects a difference in hours, pay, or both. Historical corrections are caused by a historical edit (some change made to an employee’s time record, in a signed-off time period, that impacts their totals). Historical corrections are needed for historical edits because the pay periods the edits occurred in have already gone through payroll processing. You can use the historical corrections to determine whether and how to process the difference in hours or pay for employees in the next payroll process.

While there are times when it is very clear when historical edits have occurred (for example, editing a timecard in a signed-off period), there may be instances where historical edits occur, resulting in pending historical corrections, that are not so obvious and may impact payroll processing, such as:

  • An update to a person record that impacts totals for a signed-off period
  • An update to configuration that impacts totals for a signed-off period
  • Fixes introduced in a software update (rare)

For more information, search for related historical corrections knowledge articles on the user community.