Process Name:

Transfer Improperly Applied Payment

Role:

•      Internal user

Objective(s):

To transfer a payment from one Employer’s account to another Employer’s account because it was applied to the wrong account.

Before you begin:

•      An Employer with an existing UI account makes a UI tax payment.

•      The UI tax payment is applied to the wrong Employer’s account (must have been paid by manual paper check and in the “Paid” status).

•      An internal User member detects the error by reviewing a payment report or researching the payment after a phone call/notification from an Employer.

What happens next:

•      A payment is transferred from one Employer’s account to another Employer’s account OR,

•      A payment is transferred from one Employer’s account to the suspended payment queue.

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 Transfer button.

SUITS displays the Transfer Payment Wizard.

11.

Enter the Employer Account Number.

Enter the Employer Account Number for the Employer’s account to which you want to transfer the payment. This account should be the account that the payment should have been applied to.

12.

Click the Next button.

SUITS displays the Transfer Payment Submit screen.

Confirm the details in the Transfer Payments From and the Transfer Payments To panels on this screen.

Click the Preview button to return to the previous step.

13.

Enter Notes.

14.

Click the Next button.

SUITS displays the Transfer Payment Confirmation screen.

The Transfer Payment Confirmation screen displays the message:

“Employer Payment ID 625 for $1,000.00 has been transferred from Employer Account Number 96578894 to Account Number 96579393”.

15.

Click the Finish button.

•      SUITS displays the Employer Portal Home screen.

•      SUITS removes the payment from the misapplied account.

•      SUITS applies the payment to the correct Employer account.

•      SUITS initiates a Review Payment Adjustment work item.

•      To confirm the payment has been removed from the misapplied account:

1.  Click the Payments left navigation menu item and click the Payments History link.

The payment record is removed from the Employer’s payment history.

•      You can also go into the correct Employer account – (in this case 96579393):

1.  Click the Payments left navigation menu item and click the Payments History link.

SUITS has added the payment record. Confirm by the Payment ID.

2.  Click the Payment ID hyperlink.

SUITS will display the Payment Detail Maintenance screen.

3.  Click the View Transfer History button in the Payment Distribution panel.

SUITS displays the Payment Transfer History screen.