Add Adjustment

Use the Add Adjustments employee action to make an adjustment to an employee's pay information. Adjustments are paid in the current or future pay periods, even if the date of the adjustment was in a past pay period.

Note

Two indicator settings determine whether this adjustment will pass to the payroll interface. The following information assumes that you have authorization access to the Indicator tab on the adjustment entry and pay code screens.

Adjustment Indicator - TA Interface Standard 1, "Manual adjustment reported in the Payroll Interface"
Pay Code Indicator - TA Interface Standard 1, "Pay Code reported in the Payroll Interface"

The adjustment will not pass to the payroll interface if either one or both indicators are set to No.

The adjustment will pass to the payroll interface only when both indicators are set to Yes.

If the adjustment will pass to the payroll interface, the adjustment icon appears in green.

If the adjustment will not pass to the payroll interface, the adjustment icon appears in red.

If the adjustment is a new request , it will not pass to the payroll interface until it is approved and the two indicators are set to Y, as noted above.

If the adjustment request is edited, the edit request record does not pass to the payroll interface. However, the original transaction that the edit is associated with will pass when it is approved and the two indicators are set to Y, as noted above.

These icons appear on the following screens: Employee Monthly View, Employee Request TCS List, Transaction List, Transaction Requests (Home Page), and Employee Requests (Home Page).

For step-by-step directions for adding adjustments, see the following:

Entering an Adjustment Through the Add Adjustment Screen steps are used with Transaction List.

Authorized users are able to add adjustment records through this screen and edit, view and/or delete adjustment records in the Transaction List. Depending on the access role of the user, these adjustments may need to be approved by a supervisor before they are effective. Click on the links below for more details.

The following tabs are available for configuration:

General	Opens a screen to configure the basic information on this adjustment.
Notes	Opens a screen to add any notes to this adjustment.

The following additional tabs are available when viewing an existing adjustment on the Transaction List:

Exceptions Tab	This tab is enabled if an exception message is generated relating to the transaction. Note Critical exceptions must be handled before the time card can be approved.
Special Codes	This tab is enabled if a payroll special code is attached to the transaction.