Payroll adjustments let you automatically add or deduct amounts from your team members’ payments each pay period — for bonuses, commissions, reimbursements, and recurring deductions. You can create and manage adjustments from the Manage Payroll Page or the legacy Manage Payroll page.

Managing payroll adjustments

Create a payroll adjustment

Step 1

Navigate to Financials > Payroll adjustments.

Step 2

Click on Create payroll adjustment.

Step 3

In the Create payroll adjustment dialog, fill in the following details:

Define the rules for the payroll adjustment:

1. Name: Enter a name for the adjustment.
2. Adjustment type: Choose whether the adjustment is an addition or deduction.
3. Amount per member: Enter the amount to add or deduct for each member.
4. Frequency: Choose One time, Every pay period, or First payroll of the month.
5. Add members: Choose whether to add members manually or through a CSV import.
6. Members: Select the team members whose pay will be adjusted.
7. Click Create payroll adjustment to save the adjustment.

Edit a payroll adjustment

To edit a payroll adjustment item, follow these steps:

Step 1

Navigate to Financials > Payroll adjustments.

Step 2

Click Actions > Edit next to the adjustment you want to revise.

Step 3

Make your changes, then click Update.

Delete a payroll adjustment

To delete a payroll adjustment item, follow these steps:

Step 1

Navigate to Financials > Payroll adjustments.

Step 2

Click Actions > Delete next to the adjustment you want to remove.

Step 3

Confirm you want to delete the payroll adjustment by clicking the Delete button.

Bulk import members to payroll adjustments

When creating a payroll adjustment policy for a large number of members, we recommend using the CSV import option.

Step 1
From the Create payroll adjustment dialog, go to the Select members section and click Import CSV.

Step 2
Download the CSV template.

Step 3
Enter the email addresses of the members you want to include.

Step 4
Upload the completed CSV file. The maximum file size is 5 MB.

Managing payroll adjustments from the new Manage Payroll page

You can access and manage payroll adjustments for team members directly from the members table in the Manage Payroll Page.

Step 1

Navigate to Financials > Manage Payroll > Member-level settings.

Step 2

In the members table under Member-level settings, select one or more team members. Then click the three-dot icon in the actions toolbar that appears and select Manage Payroll adjustments.

Step 3
A pop-up window will appear with a button to go to the Payroll adjustments page. Click Go to Payroll adjustments.

Step 4

Add or manage adjustment policies as needed. Once finished, use the on-screen option to return to the Manage Payroll page.

In the members table, find the Payroll adjustments column — it shows how many active adjustment policies each member has.

Managing payroll adjustments from the Legacy Manage Payroll page

Setting up a One-time payroll adjustment

One-time payroll adjustments are single additions or deductions applied to a team member’s payroll.

Step 1

Navigate to Financials > Manage Payroll (Legacy) > Payroll Adjustments tab.

Step 2

Click on Create payroll adjustment.

Step 3

In the Create payroll adjustment dialog, fill in the following details:

1. Adjustment name
2. Frequency – set to one time
3. Members – persons whose pay will be added or deducted.
4. Adjustment type – addition or deduction
5. Amount per member

Then click Create.

Step 4

The new adjustment will appear in your payroll adjustments list.

Setting up a recurring payroll adjustment

Recurring payroll adjustments repeat as an addition or deduction every pay period.

Navigate to Financials > Manage Payroll (Legacy) > Payroll Adjustments tab.

Click on Create payroll adjustment.

In the Create payroll adjustment dialog, fill in the following details:

1. Adjustment name
2. Frequency – set this to Every pay period.
3. Members – persons whose pay will be added or deducted.
4. Adjustment type – addition or deduction
5. Amount per member

Then click Create.

Example of adjustment showing when creating a manual payment:

Editing a payroll adjustment

To edit a payroll adjustment item, follow these steps:

Step 1

Navigate to Financials > Manage Payroll (Legacy) > Payroll Adjustments tab.

Step 2

Click Actions > Edit next to the adjustment you want to revise.

Step 3

Make your changes, then click Update.

Deleting a payroll adjustment

To delete an existing payroll adjustment, follow this guide:

Step 1

Navigate to Financials > Manage Payroll (Legacy) > Payroll Adjustments tab.

Step 2

Click on Actions > Delete next to the name of the payroll adjustment line item you wish to delete.

Step 3

Click Delete to confirm.