How To: Modify / Stop Recurring Payment

Who does this?  Stanford Payroll Administrators

When?  Recurring pay previously requested for an employee must be modified (to change the PTA charged, the amount paid or the end date) or stopped.

How?  By entering a Supplemental Pay Webform (recommended) or by submitting an Additional Recurring Pay Form to modify or stop the payments

 

 

Modify / Stop Recurring Payment (5 steps)

step 1

Gather information from the original payment request:

  1. Employee name
  2. Employee ID Number
  3. Employee Pay Group from PeopleSoft
  4. Employee Record # from PeopleSoft
Note:  This information is available on the Gross Pay Report. Reference How To: Verify Employee Pay.
step 2

Gather information on the modification:

  1. New amount to be paid
  2. New PTA to charge for the payment
  3. New end date for when the payments should occur
step 3

Select from one of the following form options:

  1. To submit a Supplemental Pay Webform (recommended), see Step 4.
  2. To submit an Additional Recurring Pay Form (when you do not have access to the Supplemental Pay Webform), see Step 5.
step 4

Prepare a Supplemental Pay Webform:

  1. Follow step-by-step instructions on Supplemental Pay Webform Job Aid to complete the form.

Note 1:  Webforms must be fully approved and loaded by an Expert User by the PeopleSoft entry deadline for the pay period.

Note 2:  For specific entry deadlines for each pay period, see Resources: Payroll Schedules & Deadlines.

step 5

Submit an Additional Recurring Pay Form to Payroll:

  1. Download and print the Additional Recurring Pay Form.
  2. Using the information collected in Steps 1 and 2, complete all relevant fields in the Change / Stop section of the Additional Recurring Pay Form.
  3. The signed original copy of the form should be submitted to Payroll.


  4. Note 1:  Additional Recurring Pay Forms must be received at Payroll by 5pm on the last day of the pay period.
    Note 2:  For specific entry deadlines for each pay period, see Resources: Payroll Schedules & Deadlines.

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What Happens Next?

Questions?

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