Tech Note: Understanding the Recalculate Employee Data Feature

When employee balances are incorrect due to data inconsistency, you may resolve the inconsistency by performing employee data recalculation using the Recalculate Employee Data feature in the Data Manager function. Recalculation applies when an employee’s data is incorrect for YTD earnings; federal, state or local tax withholding amounts; FICA or Medicare contributions; deduction amounts; or leave hours.

Article #1289: Understanding the Recalculate Employee Data Feature enumerates the conditions that necessitate employee data recalculation, pre-recalculation and recalculation procedures, AccountMate Payroll tables used and updated by the recalculation routine, and common causes of recalculation process failures to avoid. This PDF will give you a good understanding of how and when to perform recalculations.