Historical Correction Audit

Purpose

Ensure closed-period corrections are authorized, calculated, and traceable.

How to use this checklist

Run this review with a system administrator, payroll/timekeeping owner, operational manager, and reporting or integration owner. Mark each item Pass, Needs Work, or Not Applicable and capture evidence.

Checklist

• [ ] Only designated roles can enable edits in signed-off periods
• [ ] The correction reason and effective date are captured
• [ ] Original and corrected values remain visible
• [ ] Totals recalculate in the intended current or historical period
• [ ] Payroll receives a controlled correction output
• [ ] Approvals are re-established when policy requires
• [ ] Corrections are tested for punches, paycodes, and transfers
• [ ] Recurring correction patterns are reviewed for root cause

Minimum evidence to retain

• Screenshot or export of the applicable configuration.
• Test employee, test date, expected result, and actual result.
• Named owner and due date for every failed item.
• Approval showing the business owner accepted the final result.

Stop and escalate when

A failed control could affect payroll, employee access, compliance, or a closed pay period. Do not use production edits as the first test.