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Using the roll back wizard - what to do first?

Read the full guide to Rollback	Open the FAQ section	Sage Cover Extra webinars

Before using the roll back wizard, please read the following:

• If you have amended pension schemes in an earlier version of Sage 50 Payroll and have completed a roll back, you should check that your pension schemes are correct.
• Have you changed an employee's pension AVC amount and processed their payroll? When you roll back to a previous period, the AVC amount does not revert back to the old amount.
• If you enter sickness for an employee, then roll back, the number of accrued waiting days are not cleared. You should manually delete these from their employee record.

• If you enter absence and/or holidays for your employees, then roll back to a previous period, unless you choose to clear cumulative values these absences are not cleared from the Absence Diary.

  Note: SSP values are removed up to the specified period.

• Have you advanced holiday pay to any of your employees? When you roll back to a previous period, make sure you go back to a period before the holiday pay was advanced.
• Any P45 figures that have been entered are not cleared, unless the oldest update is selected and when prompted to clear all cumulative values, you click Yes.

• You cannot roll back pay periods in the previous tax year unless you first roll back everything that has been processed, in the current tax year, for the affected employee. You should then reprocess their payments up to date.

  Note: Rolling back periods in a previous tax year may affect your tax year end returns. For more information, refer to HMRC guidance CWG2 Employer further guide to PAYE and NICs.

• The Roll Back Employee Wizard does not roll back all details in the employee's record. For example, pay elements and rates may have changed since the period you roll back to, but the wizard does not revert them back. You should therefore check your employee's details and make any changes before reprocessing your payroll.

• You can roll back more than one pay frequency at a time. Make sure you select the correct employees from the employee list.

  Note: If no employees are selected, all employees are included in the process.

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