Process Name:

Modify Payment to Reconcile SUITS with the Bank

Role:

•      Authorized Internal user

Objective(s):

To modify a payment by adjusting the payment amount or dishonoring the payment.

Before you begin:

•      An Employer with an existing UI account makes a payment via paper voucher for check.

•      The payment amount needs to be adjusted or the payment should be dishonored manually.

•      An internal staff member detects the error.

What happens next:

•      Payment Amount is adjusted and the employer balance reflects the adjusted amount OR

•      Payment is dishonored and SUITS recalculates debt and penalty/interest based on dishonored payment process.

1

Click the Employer Lookup left navigation main menu item from the Staff Portal.

SUITS displays the Employer Lookup screen.

2

Enter the Employer ID, or other search criteria, in the Criteria panel.

3

Click the Search button.

SUITS display the results in the Search Results panel.

4

Click the Employer Account ID hyperlink.

SUITS displays the Employer Portal Home screen.

The internal user is viewing the internal view of the Employer Portal.

5

Click the Payments left navigation main menu item from the Employer Portal Home screen.

SUITS displays the Payment Function Maintenance screen.

6

Click the Payment History hyperlink.

SUITS displays the Payment Lookup screen.

7

Enter Payment ID, or other search criteria, in the Criteria panel.

8

Click the Search button.

SUITS displays the results in the Search Results panel.

9

Click the Payment ID hyperlink associated with the Payment record you want to view.

SUITS displays the Payment Detail Maintenance screen.

•      View the Payment Detail panel on this screen. This panel identifies payment method, amount, description, effective date.

•      View the Payment Distribution panel. This panel identifies how the payment was applied by Debt Type, Quarter and Amount.

10

Click the Modify button.

SUITS displays the Modify payment screen.

11

Select the Action to be taken on the payment: Either “Modify” or “Dishonor”.

Select “Modify”.

If “Dishonored” is selected, SUITS will dishonor the payment and recalculate debt based on the payment effective date.

12

Enter the updated Dollar Amount if changing the amount of the payment.

SUITS displays the updated dollar amount.

13

Enter notes.

Enter any note

14

Click the Next button.

SUITS navigates to the Modify Payment Confirmation screen and displays:

“The <payment ID> for <$amount> has been updated”.

15

Click the Finish button.

SUITS navigates back to the Employer Home screen.