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Categories Pension
Created by Natalie Standen
Created on Aug 21, 2025

Pension Refunds - YTD

I am manually refunding pension contributions. This does not reduce/remove the YTD figures. The only way to do this is to rollback- however this is a large payroll, fortnightly and complex, so that isn't an option. There is no way to override pension YTD, or to add a note field on the employee, this would ensure another administrator didn't refund this more than once.

Describe the Challenge Amending pension YTD
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