Pay Cycle Rollbacks And Deletions (After 5 PM EST)

What to do if you need to stop a payroll from being included in the Namely banking file.

WHAT IS A ROLLBACK?

You can edit any pay cycle that has been approved until 5:00 PM ET on its due date. After 5:00 PM ET, the Edit option will no longer appear next to a pending cycle on its due date. 

If you need to continue making edits (or you accidentally approve a pay cycle) and it is after 5:00 PM ET on the cycle's due date, you'll need to reach out directly to the Namely Service team to request a rollback. 

A rollback is a means to remove your pay cycle(s) from the Namely payroll queue. Doing this will prevent your pay cycle from being included in our banking file (aka NACHA’d). 

  • The NACHA file is the electronic file created to submit Namely client payrolls to our third party bank, National Payment Corporation.

There are certain scenarios where you may need to request a rollback:

  • The error on the payroll occurred because of a mistake Namely made and it needs to be fixed.

  • A terminated employee is included on payroll and there are no other opportunities to fix the employee record.

  • You have grossly overpaid an employee or a group of employees and your company cannot afford the pending transaction.

 

REQUESTING A ROLLBACK

If you need a rollback/payroll deletion and it is after 5:00 PM ET on the cycle's due date, you'll need to submit a case in the Help Community with the information below:

  1. Company Name(s) / Your contact information 

  2. The Paycycle ID (located under Reports > Pay Cycle)

  3. Reason for needing the deletion/rollback (refer to the Questions to Consider section below)

  4. Preferred pay date (this will help us determine your next steps as well as the available options we can accommodate for you)

 

WHAT TO CONSIDER BEFORE REQUESTING A ROLLBACK

  • Can I fix this on a later payroll? 

  • Is this negatively impacting all my employees or just a small number?

  • Can I run a manual cycle to correct the error? 

We encourage you to spend the time needed to ensure your payroll is submitted correctly, negating the need for any rollbacks/reversals. Requesting rollbacks can also introduce greater risk to payroll accuracy and a poor experience for you and your employees.

If a rollback is your only option and your payroll is delayed, you must contact the Service team to advise on your funding options to keep your preferred pay-date.