You may occasionally need to adjust employees' accumulator balances due to purge or import errors or other special circumstances. You can use the Adjust button on the Employee Accumulator Balance Detail page to create accumulator adjustments.

Note: Accumulator adjustments created using the Adjust button only affect accumulator balances. The effect of these adjustments can only be seen on the Employee Accumulator Balances page, the Employee Accumulator Balance Detail page, and the Employee Accumulator Balance Transactions pages.

To adjust an employee's accumulator balance:

1. From the Time & Attendance menu, select Maintenance.

   Note: If the Maintenance option is not visible, make sure that you have selected Practitioner in the Role Selector.

2. Under the Employee heading on the Maintenance,page, click the Employee AccumulatorBalances link.

3. On the Employee Accumulator Balances page, click the button (next to the Find button). The Employee ID Lookup window opens. Select the employee for whom you want to record an adjustment. The Employee Accumulator Balances page refreshes and displays the accumulator type (hours or monetary) and the balance for each accumulator for which the employee has, or has ever had, a balance other than zero.

4. If the specific accumulator for which you want to record an adjustment is not listed on the Employee Accumulator Balances page, click the Add New button, and then select the accumulator from the Accumulator Definition Lookup window. The lookup window closes and the accumulator is added to the Employee Accumulator Balances page.

   Note: The Accumulator Definition Lookup window lists only accumulators that are assigned to the employee's pay group and that have not yet been added to the Employee Accumulator Balances view for the selected employee.

5. On the Employee Accumulator Balances page, click the accumulator for which you want to record an adjustment. The Employee Accumulator Balance Detail page opens.

6. Click the Adjust button.

7. In the Amount field of the Create Transaction pop-up window, enter the amount of the adjustment.

   Note: A label appears to the right of the Amount field to indicate whether the unit for the amount is hours or days. This is determined by the definition of the accumulator for which you are creating an adjustment.

8. In the Transaction Date field, click the button, and then select the date for which the adjustment is being recorded. This field is required and defaults to the current date. Typically, this is the date on which an error occurred.

9. Click the Submit button. The pop-up window closes and the Employee Accumulator Balance Detail page is refreshed, with the balances in the Adjusted row reflecting the adjustment you just saved.

Notes:
The totals on the Employee Accumulator Balance Detail reflect the new adjustment, even if you selected a Transaction Date in the future. If the future date falls in the next calendar year, the Year to Date total is not affected, but the total in the All column of the Adjusted row does include the new adjustment.

To view the transaction in the Employee Accumulator Balance Transaction list, click the amount in the All column of the Adjusted row.