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.
Under the Payroll heading on the Maintenance page, click the Payroll Adjustment/Unapproval link.
Click the 
button (next to the Find button). The Employee ID Lookup
window opens. Select the employee whose payroll data you want to adjust.
On the Payroll Adjustment/Unapproval page, click the Create Adjustment button.
In the Pay Date field on the
Payroll Adjustment page, click the 
button, and then select a date within the current or next pay period.
This is a required field.
Notes:
The pay date is the date on which you want the adjustment to occur
in the employee’s records. The pay date must fall within the current
or next pay period. The employee receives any payment or deduction
associated with the adjustment when he/she is paid for the pay period
containing the pay date.
To determine the dates for the employee's current pay period, click
the 
button next to the
employee's name. In the Employee Information window, scroll to the
Configuration section at the
bottom of the window. The dates for the current pay period are listed
in the Pay Cycle Dates field.
To print the information in the Employee Information window, click
the Print button at the top
of the window.
Click
the button next to the Earnings Code field,
and then select the earnings code that you want to associate with
the payroll adjustment. This is a required field.
Note: The payroll adjustment does not use the rate from the earnings code to calculate the amount of the adjustment. The earnings code you select is only used for record-keeping purposes. You will enter the rate for the payroll adjustment below.
In the Adjusted Transaction Date field, enter the date of the actual event you are correcting with this adjustment. This is not a required field.
Note: The Adjusted Transaction Date field defaults to the value you enter in the Pay Date field. Edit the Adjusted Transaction Date field to specify the exact date of the event, such as unreported worked time, that caused the need for the adjustment. The adjusted transaction date should be in a past pay period, because an error in the current or next pay period can be corrected in the Timecard Manager before payroll is processed.
Use the Hours, Rate, and Dollars fields to enter or calculate the amount of the payroll adjustment. At a minimum, you must enter a value in either the Hours or Dollars field.
If you want to create an adjustment based on a certain number of hours and a specified rate, enter values in the Hours and Rate fields. The dollar amount will be calculated automatically. If the adjustment is to correct an overpayment, enter a negative value in the Hours field.
If you want to create an adjustment for a certain dollar amount but also record the corresponding number of hours according to a specific rate (for example, the employee's normal rate), enter the appropriate values in the Rate and Dollars field. The Hours field will be calculated automatically. If the adjustment is to correct an overpayment, enter a negative value in the Dollars field.
If you want to create a simple monetary adjustment and do not want any specific hours recorded, enter the monetary value (positive or negative) in the Dollars field and do not enter anything in the Hours or Rate fields.
If you want to create a simple hours adjustment and do not want any monetary adjustment, enter the hours value (positive or negative) in the Hours field and do not enter anything in the Rate or Dollars fields.
Notes:
Payroll adjustments can have negative or positive values. They are
positive if you are correcting an underpayment and negative if you
are correcting an overpayment. To create a negative payroll adjustment,
enter a negative value in the Hours or Dollars field. You cannot enter
a negative Rate. If an employee has been paid at too high a rate,
enter in the Rate field the difference between the correct rate and
the rate paid, and then enter in the Hours field the number of hours
paid at the incorrect rate, preceding by a minus sign.
For payroll adjustments, the Time & Attendance module
always uses the rate shown in the Rate field, whether you enter that
rate manually or the Time & Attendance module
calculates it for you after you enter values in both the Hours and
Dollars fields. Payroll adjustments never use rates defined in the
employee record, earnings code, job rate, or other areas of the application.
If you enter a value only in the Dollars field, a flat monetary adjustment
is made without using a rate.
If the adjustment should not
be included in the employee’s regular paycheck, click the drop-down
arrow (
) in the Separate
Check field and select the appropriate code.
Note: The drop-down menu lists codes that are created by your company. If you do not know which code (if any) is appropriate, contact your payroll administrator.
In the Notes field, enter any additional information you want to record about the adjustment. This is an optional field.
If you want to specify an
edit reason code that is different from your default edit reason code,
enter a valid code in the Edit Reason field, or use the button to select a code.
Note: If you have set a default edit reason code in your user options, it will automatically be displayed in the Edit Reason field. If you have not set a default edit reason code in your user options, your company's default edit reason code will be displayed in the Edit Reason field.
Under the Labor Charge Fields heading, use the appropriate lookup buttons to specify to which labor categories (if any) the adjustment should be charged. The available labor charge fields and values vary by company. A labor charge does not have to be specified.
Click the Submit button. The adjustment is processed when the pay period that contains the pay date is processed.