Payroll Adjustments

Before completing payroll batches, users may need to make adjustments to payroll items or add items that are not included in normal payroll processes. Individual adjustments are made to existing batches in Tools | Payroll | Payroll Adjustments.

However, the Reference Files | Payroll Adj Types area contains the specific adjustment types that the software synchronizes to the Payroll feature. By default, the software includes several adjustment types that are already set up. Additional adjustment types can be created according to your agency’s needs.

To create a new adjustment type for the agency:

1. On the main menu, select Reference Files then select Payroll Adj Types.

2. Click .

3. Enter a Description.

4. If the adjustment type is eligible for overtime pay, select the Overtime checkbox.

5. Click . The new Adjustment Type will display in the Payroll Adjustment Type grid at the top of the screen.

The Payroll Adjustment Type grid displays all existing adjustment types for the agency. You can search for specific types by using the search icon ().

To search for types:

1. Enter the Description.

2. Select . Any adjustment types that meet the description entered will display in the Payroll Adjustment Type grid.

The Payroll Adjustment Type grid contains the following information:

● Description — The description entered for the adjustment type.

● Overtime — The box in this column will contain a check if the payroll adjustment type is eligible for overtime pay.

Existing Payroll Adjustment Types can be edited. To edit a Payroll Adjustment Type:

1. On the main menu, select Reference Files then select Payroll Adj Types.

2. Click the applicable Description to highlight and select it.

3. Change the Description and/or Overtime option, as necessary.

4. Select .

Working with Payroll Adjustments

Before completing payroll batches, users may need to make adjustments to payroll items or add items that are not included in normal payroll processes. Adjustments can be accessed directly through the Payroll Adjustments tab, or via Personnel | Payroll Setup by selecting the pink View Adjustments link.

Before completing a payroll batch, make sure to add or make any necessary adjustments.

To add a new adjustment to the payroll batch:

1. On the main menu, select Tools and then select Payroll.

2. Select the applicable payroll batch from the Payroll Batches tab.

3. Select the Payroll Adjustments tab.

4. Select .

5. Select the applicable Personnel from the drop-down menu.

Employees from the batch office group are displayed first in this list with an asterisk (*) besides their names.

6. Enter the Adjustment Date.

7. Select the Adjustment Type from the drop-down menu.

Specific adjustment types can be added and are set up in Reference Files | Payroll Adj Types.

8. Enter a brief Reason why the adjustment is being made.

9. Enter a numeric Adjustment Amount using a decimal point, if necessary. If a negative adjustment needs to be made, enter "–" in front of the numerical amount.

10. If desired, enter a Note (up to 250 characters) to explain why the adjustment was made, who entered the adjustment, etc.

11. Click . The newly created adjustment is automatically displays within the Payroll Adjustments grid.

The Payroll Adjustments grid will contain any adjustments that have been entered for the batch that is currently selected in the Payroll Batches tab.

To search for adjustments within the selected payroll batch, use one or more of the following filtering options:

1. The Adjustments From/Thru Dates.

2. Adjustment Type drop-down menu.

3. The Adjustments Min/Max values.

4. Select . Any adjustments that meet the selected criteria will appear in the Payroll Adjustment grid.

The Payroll Adjustments grid contains the following information:

● Personnel name

● Date adjustment was made

● Type of adjustment

● Reason for the adjustment

● Amount of the adjustment

● Creation Date of the adjustment

● Note that was entered when the adjustment was created

Payroll Adjustments

Setting Up Adjustment Types

Working with Payroll Adjustments