Toggle on or off option to Edit payroll vs. just cancel and redo
We continue to have issues with employees editing payroll (and match) pledges. They go in to adjust the amount or change the designation and it is confusing. More so, the match gets messed up. We communicate wherever we can that the best approach when making ANY change to payroll is to cancel it and then start a new one. We are recommending the option for clients to allow for editing or not. We would choose NO editing and include instructions that any changes are handled through canceling and starting a new one. It is a much cleaner and straightforward process.
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Lisa Maloney-Vinz
- Aug 21 2024
- Reviewed: Voting Open
| Client Name | Ecolab |
| Employee Name | Lisa Maloney-Vinz |
Related ideas
We continue to have issues with this. Just this past month, two employees edited their payroll because we increased our match to $1000 from $500. Because the editing feature DOESN'T WORK it did calculate their match appropriately and actually showed up on the approval list with only the option to decline because it was over the accepted amount. We had to go back to the employees and ask them to cancel their payroll and redo them and then it triggered the correct matching options. PLEASE REMOVE THE EDIT OPTION FROM PAYROLL. THERE NEEDS TO BE OTHER DIRECTION GIVEN THAT REQUIRES A CANCEL AND DO-OVER IF ANY CHANGES NEED TO BE MADE. In fact, I am pretty sure I heard on a recent CSRconnect product update call that indeed the edit function doesn't work and that users have to cancel and redo. But nothing has changed in the site to inform users to do this. PLEASE FIX THIS ASAP! Thank you!