PR Enter Adjustments window
Use this window to make adjustments to payroll data. You must use a separate batch for adjustment transactions. The fields in this window are disabled until you select an employee.
If you need to print a check for the employee after you complete the adjustment, you must do so in the PR Prepare Payroll window.
If you need to adjust an addition amount, we recommend you make the adjustment on the next check or print a separate check.
Keep in mind that adjustments do not recalculate taxes.
Employee Number
This field is required. Enter an employee number or use the Lookup to select an existing number. You cannot edit this field after you save.
Employee Name
This field is read-only and displays the employee name for the employee number you selected.
Reference #
This field is required. Enter a reference number for this adjustment.
Department or Program
This field is required. The Code autofills with the information from the Employee Management window after you select an employee. If you need to change it, enter the
Department Code or
Program Code for the employee or use the Lookup to select one.
Adjustment Description
Enter a description for this adjustment.
Adjustment Date
Enter a date for this adjustment or select a date from the drop-down. The date must be within the current payroll year you defined in PR Module Preferences.
Benefits
This field is read-only and displays the total adjustments to benefits made from the grids in this window.
Deductions
This field is read-only and displays the total adjustments to deductions made from the grids in this window.
Garnishments
This field is read-only and displays the total adjustments to garnishments made from the grids in this window.
Taxes
This field is read-only and displays the total adjustments to taxes made from the grids in this window.
Gross Wages
This field is read-only and displays the total adjustments to gross wages made from the grids in this window.
Adjust Benefits/Deductions
Use the fields in this grid to make adjustments to the employee’s benefit and/or deduction amounts. You cannot subtract an amount greater than the employee received for the year of the adjustment date.
Code
The fields in this column are read-only and display the Benefit and Deduction Codes attached to the employee you selected.
Class
The fields in this column are read-only and display the type of Code attached to the employee you selected.
Description
The fields in this column are read-only and display the description for the Code attached to the employee you selected.
Amount
Use this column to enter the positive or negative dollar amounts you want to adjust for the Benefit or Deduction Code.
Adjust Taxes / Adjust Taxable Wages
Use the fields in the Adjust Taxes grid to make adjustments to the employee’s or employer’s tax amount. You cannot subtract an amount greater than was withheld for the year of the adjustment date.
Use the fields in the Adjust Taxable Wages grid to make adjustments to the employee’s taxable wages. Any adjustments you make in this grid will not be validated by the system, so be sure to double check your amounts. After you post, you can see changes to the total on the YTD Summary tab in Employee Management, and the adjustments on the Edit and History reports.
Tax Code
This column is read-only and displays the Tax Codes attached to the employee you selected.
Tax Type
This column is read-only and displays the type of tax attached to the employee you selected.
Withholding
Enter the positive or negative withholding amounts you want to adjust for each Tax Code for this employee.
Employee Tax 1/SSI
Enter the employee tax 1/SSI amounts you want to adjust for each Tax Code for this employee.
Employee Tax 2/MED
Enter the employee tax 2/MED amounts you want to adjust for each Tax Code for this employee.
Employer Tax 1/SSI
Enter the employer tax 1/SSI amounts you want to adjust for each Tax Code for this employee.
Employer Tax 2/MED
Enter the employer tax 2/MED amounts you want to adjust for each Tax Code for this employee.
Employer Unemployment
Enter the employer unemployment amounts you want to adjust for each Tax Code for this employee.
Employee Unemployment
Enter the employee unemployment amounts you want to adjust for each Tax Code for this employee. This field is disabled in the Adjust Taxes grid for Federal tax types.
Employee Per Hour Tax
Enter the employee per hour tax you want to adjust for each Tax Code. This field is disabled in the Adjust Taxes grid for Federal tax types.
Employer Per Hour Tax
Enter the employer per hour tax amounts you want to adjust for each Tax Code.This field is disabled in the Adjust Taxes grid for Federal tax types.
Related Topics
Published date: 12/20/2021