Process Name:

Transfer Payment from Employer’s Account to Suspense

Role:

•      Internal user

Objective(s):

To transfer an employer’s payment to suspense if it is unclear where the payment came from.

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.

•      An internal User doesn’t know where the payment was intended to go, and moves the status to Suspense to stop the payment.

What happens next:

•      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 Suspense button.

SUITS displays the Suspend Payment Verification pop up window.

11.

Click the Yes button.

SUITS will return the user to the Payment Detail Maintenance screen.