Entering retroactive and direct salary corrections
In bexio Payroll, the principle is: Already completed and paid out payslips should generally not be reopened.
To correct errors from past months or to make adjustments, you have two options: Retroactive corrections (automatic transfer to the following month) and Direct corrections (manual entry in the current month).
1. Retroactive corrections (in closed months)
Use this function to adjust salary types in an already closed month. The system automatically transfers the difference to the next open month and offsets it there effectively.
Available salary types: Only specific salary types can be corrected retroactively (e.g., withholding tax, accident insurance contributions, bonus payments).
1. Open completed payslip:
Navigate to Payroll > Payslips and select the affected, already completed month of the employee.
2. Add correction:
On the payslip, you will find the section "Retroactive corrections". Choose whether you want to add a correction for Salary or for Deductions.
3. Enter amount & save:
Enter the correction value and save the salary type.
4. Automatic transfer:
The correction will now be automatically transferred to the next open month and taken into account in the payslip there. You do not need to do anything further for this.
💡 Tip: Correcting over-deducted amounts (negative values)
For example, have you calculated CHF 30.00 too many deductions in a previous month and would like to credit this amount to the employee in the following month?
2. Direct corrections (in the next open month)
All corrections that cannot be entered via the "Retroactive corrections" function are to be entered directly in the payslip of the current, open month.
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Missing or overpaid salary:
On the current payslip, under "Additional salary components", add the salary type Monthly salary 2. Enter a positive amount to increase the salary, or a negative amount to reduce it.
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Sick pay / Accident daily allowances (UVG/KTG):
Daily allowances from previous months are entered directly in the "Absences" section in the current month.
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EO daily allowances & Maternity benefits:
These are entered under "Additional salary components" in the current month.
Note: In case of uncertainties regarding the correct accounting entry of corrections, we recommend consulting your Fiduciary.