Process Name:

Cancel Refund

Role:

•      Internal user

Objective(s):

To cancel a refund that has been approved but not yet issued.

Note: The systematic process that issues refunds is runs on Mondays and Thursdays.

Before you begin:

•      An Employer has requested a refund.

•      The refund was approved.

What happens next:

•      The refund is cancelled.

•      The credit balance and Request Refund button reappear on the Employer Portal Home screen.

1. 

From the Staff Portal Home screen, click the Employer Services left navigation menu item.

SUITS displays the Employer Services Maintenance screen.

2. 

Click the Manage Refunds hyperlink.

SUITS displays the Manage Refund Functions screen.

3. 

Click the Search for Refund Request hyperlink.

SUITS displays the Search for Refund Request Wizard.

4. 

Enter Employer Account ID (or other criteria) in the Search Refunds Request panel.

Enter any identifying information you may have on the Employer who requested the refund in the search panel.

5. 

Click the Search button.

SUITS displays the refund record in the Search Results panel.

6. 

Click the Sr. Number link.

SUITS displays the Refund Request Detail Maintenance screen.

7. 

Select an option from the dropdown menu in the Refund Resolution panel.

Options:

•      Clear

•      Canceled

•      Stop Payment

8. 

Enter Notes.

9. 

Click the Submit button.

•      SUITS displays a Confirmation panel.

•      SUITS sends a notice to the Employer’s portal inbox:
“Refund Request Status Change”.

•      The message in the Confirmation panel says:
“Refund for Employer Account Number: 96585019 for $74,674.00 has been successfully saved”.

•      The notice in the Employer’s inbox says: “Your refund request 95 has been Cancelled”.