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An Adjustment Pay Run is a pay run in its own right. It does not change anything on a previously paid/posted pay run. If you need to make changes to a pay run that has not been paid/posted then you should Roll it back and make changes at the Approval screen stage instead of processing a new Adjustment Pay Run. |
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This page provides generic instructions and specific steps for a number of common scenarios. All of the steps and fields are also covered in the Process a Pay run Guide. Depending on your scenario, you may need to set/unset some fields and enter different information at various stages to what is described. Jump to: |
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- From the menu, select Payroll Administration > Payroll Activities > Start New Pay Run
- From the Pay Run Type dropdown select Adjustment
- Unmark the Accrue Leave checkbox
- Mark the Skip Pay Components checkbox
- Mark the Use Period Data checkbox
- Set the Pay Period and Period Start Date to match the existing pay run
- Select the Employee(s) you want make payment(s) to and click Submit
- At the Enter Employee Time stage, click the Skip button
- At the Process Payslips stage, click the Enter One Off button enter them
- For each employee that you need to adjust tax for:
- Select the employee's name from the Employee dropdown
- Set the correct Tax Subtype for the payment (e.g. PAYG)
- Enter 1 as the Quantity
- Set the Rate to the correct amount - NB if it is an payment back to the employee you need to enter the amount as a NEGATIVE
- Set the Paid for Period dropdown to be as close to the period the adjustment is for
- E.g. If it covers 3 months worth then set to Quarterly
- Check that the Total field is correctIf not set automatically, set the P&L Acct field
- Set the PAYEE field to the correct Vendor (e.g. ATO). You must do this otherwise the amount will not be associated with that Vendor (e.g. ATO) for payment
- If not set automatically, set the Balance Sheet Acct field
- Once you've entered all of the payments, click Submit to return to the Process Payslips screen
- Click Submit to complete processing of the payslips and move onto the Approve Payslips stage
- Review each payslip, paying special attention to the figures including the relevant tax (e.g. PAYG/PAYE) lines.
- If you make any changes to a payslip then you will need to recalculate it - for more information see Recalculating a Payslip
- You may also want review the Approve Payslips page of the Pay Run Processing Guide
- Once you're finished reviewing the payslips, click the Submit button to move onto posting and paying the pay run
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