Transactions Screen in Console
Manage payroll transactions efficiently using the Console's Transaction Screen features.
Overview
This article provides an overview of how to use the Transaction Screen in Console.
Transactions Screen
The Transactions screen provides partners with tooling to monitor and action transactions for payroll items. Partners have the ability to cancel, reverse, refund, and retry payments within the Transaction screen in Console.
Cancel
Partners may need to cancel payments on behalf of their employers if an employee was paid in error and the employer wants to cancel the direct deposit.
ACH credits can be canceled until 1:00pm ET on the day before payday. Instant payment credits can be canceled until 8:00am ET on payday. Once canceled, cancelled payments can be retried to a new EE bank account, or refunded to the ER.
Reverse
For payroll items with a transaction status of Paid, partners are able to reverse the payment up to five business days after the payday. Employers may need assistance with a reversal if an employee was paid in error and the employer needs to recoup the funds or if the employee had. been paid in advance via live check, and direct deposit should not have been processed.
- Note: If the employee does not have ample funds for the reversal, the transaction will fail and Check will not be able to recoup the funds. This process may take 3-5 business days for the funds to be returned to Check, and partners will need to initiate a refund for the employer to receive funds.
Refund
Partners can leverage the refund payment option if failed amounts need to be refunded to the employer. In this example, the employee may have had an incorrect direct deposit account and direct deposit payment failed. The employer may have provided the employee with a live check to have access to funds and now since the employee has already received pay, the employer will recoup the failed amount.
- Note: The Refund option will only be available 3 business days after the payday. The payroll debit must clear the ACH return window before we allow partners to refund payment.
Retry
Partners can leverage the retry payment option if an employee's direct deposit failed due to an incorrect or closed account number. Retrying the payment will allow partners to reattempt the direct deposit for the employee into an updated accoung.
- Note: Employers or the employee must update the corrected bank information prior to initiating the retry. Also, the Retry option will only be available 3 business days after the payday. The payroll debit must clear the ACH return window before we allow partners to retry payment.
Using Console
Partners can manage transactions in Check Console by following the steps below.
- Log into Check Console
- Select Companies along the left hand side
- Select the Company requiring a void
- Select the Payrolls tab
- Click on the Payroll Date requiring a void
- Select the Transactions tab
- Once loaded, search for the payroll item that requires a cancel, reversal, retry, or repayment and click on the ellipses along the right.
- The status of the transaction will determine which actions will be available for each payroll item.
- Follow the prompts based on the available actions.
Recording
Last updated on September 30, 2024