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.)

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, Employee Transaction Grid, Employee Transaction List, Transaction Requests (Home Page), Employee Requests (Home Page).

Authorized users are able to add adjustment records through this screen and edit, view and/or delete adjustment records in the Transaction Grid or 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.

When an employee has Create Request access:

The Adjustment is created as a Request and must be approved through the Actions Section>Approval card>Transaction Requests screen.
The Reason field is enabled but not required. When a request with a reason is approved, the reason is copied to a Transaction Note with a subject of Reason.
The Adjustment is displayed on the Transaction screen and various request screens with the Request to Add Adjustment icon .
Once the Adjustment has been approved by a supervisor, the icon is displayed as an Adjustment icon.

When an employee has Create access:

The Adjustment is created as a Transaction and not treated as a Request; it does not need to go through the approval process.
The Reason field is disabled.
The Adjustment is displayed on the transaction screen with the Adjustment icon.

When an employee has Delete Request access:

A Request is created to delete the record and must be approved through the Actions Section>Approval card>Transaction Requests screen.
The Reason field is enabled but not required. When a request with a reason is approved, the reason is copied to a Transaction Note with a subject of Reason.
The calendar is displayed on the Transaction Grid with the Request to Delete Adjustment icon .
Once the deletion has been approved by a supervisor, the Adjustment entry is removed from the screen.

When an employee has Delete access:

The entry is created as a Transaction and is not treated as a Request; it does not need to go through the approval process.
Once the record is saved, the Adjustment information is removed from the transaction grid.

When an employee has Edit Request access:

A Request is created to edit the record, and must be approved through the Actions Section>Approval card>Transaction Requests screen.
The Reason field is enabled but not required. When a request with a reason is approved, the reason is copied to a Transaction Note with a subject of Reason.
The Adjustment is displayed on the transaction screens and various request screens with the Request to Edit Adjustment icon .
Once the Calendar edit has been approved by a supervisor, the icon is displayed as an Adjustment icon .

When an employee has Edit access:

The Adjustment edit is not treated as a Request; it does not need to go through the approval process.
The edits are active when the record is saved.
The Adjustment is displayed on the transaction screen with the Adjustment icon.

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

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

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.
Requested Differences	This tab is enabled on the Transaction Grid/List if an employee requests an edit to the transaction. The tab displays the difference between the original and the request. Once the request is handled, this tab is no longer enabled.
Requested History	This tab is enabled on the Transaction Grid/List if an employee requests an edit to the transaction. The tab displays the submitting and approval history of the request.