Trying to add payroll adjustments for your team? With our payment additions and deductions feature, you can now automatically make adjustments to your team payments.
Pay periods are required to receive payroll adjustments. You can set pay periods after creating the payroll adjustment.
Only members with time worked, PTO, or holidays will receive adjustments.
Table of contents
- Setting up a one time payroll adjustment
- Setting up a recurring payroll adjustment
- Editing a payroll adjustment
- Deleting a payroll adjustment
Setting up a one time payroll adjustment
One time payroll adjustments are single payments that are added or deducted to a team member’s payroll. To set this up, follow these steps:
Step 1
Navigate to Financials > Manage Payroll.
Step 2
Click on Create payroll adjustment.
Step 3
The Create payroll adjustment dialog box will open. Fill in the following details:
- Adjustment name
- Frequency – set to one time
- Members – persons whose pay will be added or deducted.
- Adjustment type – addition or deduction
- Amount per member
Then click Create.
Step 4
Done. You should see the payroll adjustment created now.
Setting up a recurring payroll adjustment
Recurring payroll adjustments are payment additions/deductions that repeat every pay period. To set this up, follow this guide:
Step 1
Navigate to Financials > Manage Payroll.
Step 2
Click on Create payroll adjustment.
Step 3
The Create payroll adjustment dialog box will open. Fill in the following details:
- Adjustment name
- Frequency – set this to Every pay period.
- Members – persons whose pay will be added or deducted.
- Adjustment type – addition or deduction
- Amount per member
Then click Create.
Editing a payroll adjustment
To edit a payroll adjustment item, follow these steps:
Step 1
Navigate to Financials > Manage Payroll.
Step 2
Navigate to the Payroll adjustments tab.
Step 3
Click on Actions > Edit next to the name of the payroll adjustment line item you wish to revise.
Step 4
Make the necessary changes then click Update.
Deleting a payroll adjustment
To delete an existing payroll adjustment, follow this guide:
Step 1
Navigate to Financials > Manage Payroll.
Step 2
Navigate to the Payroll adjustments tab.
Step 3
Click on Actions > Delete next to the name of the payroll adjustment line item you wish to delete.
Step 4
Click Delete.
