What This Process Does

  • Marks the deduction and job transactions for the selected Pay ID for deletion, and automatically removes deleted records.
  • This process should be used if it was discovered that Deduction Accounts are incorrect in a Pay ID that has gone through Make Transactions/Distribution.
  • It must also be run if undoing multiple completed processes back through Compute or Select Payroll.
  • Payroll Distributed and Cleared Checks/Transmittals must be false (not completed).
  • As of the 12/6/13 programs release, this process occurs automatically when there are error messages received during Make Transactions; such errors could be due to, among other things, problems with the account codes associated with Position Accounts, Job Accounts or Job Deduction Accounts. Since the undo process is automatically called in the case of such errors, it is not necessary to manually run the undo in these instances.

Best Practices

  • If needing to undo Make Transactions to change a Gross ID assigned to a job, must also undo the compute and recompute before remaking transactions (if the Rate ID also needs to be changed, for example HOURLY UNIT to DAILY UNIT, the employee must be unselected and reselected with the correct Rate ID).
  • Undo Processes must begin from the last process completed and move up through the Undo Process menu until the last process needed for the correction is completed.
  • For extra assistance, see Payroll Undo Guidelines.

Undo Make Transactions

  • HR → Payroll → Maintenance → Undo Payroll Process → Make Transactions


FIELDSOpt.Rec.Req.Description
Range on Personnel ID——♦If needing to undo transactions on one employee enter Personnel ID, otherwise leave blank to undo for all employees
Pay ID——♦In window below, highlight Pay ID in which transactions need to be undone
Opt. = Optional  Rec. = Recommended  Req. = Required
  • Click Select.
  • If running undo processes and a No Records error is received, it could be due to insufficient ranging, wrong Pay ID, or the process has already been run.
  • If successful, the undo will run displaying a diagnostic box, however there is no acknowledgement box when complete; Cancel to exit.
  • When undoing Make Transactions for the entire Pay ID, after the process is complete, go to Pay ID / Pay Master and select the Pay ID to verify that the Total Make Transactions field is 0.00.