For a variety of reasons, there are times when you will need to manually adjust an employee's payroll. When you do so, you can link these adjustments to an adjustment type that you define. Doing so enables you to track particular adjustment types and, if integrated with a third-party accounting tool, lets you export each adjustment type to a unique account.
Adding Payroll Adjustment Types
Editing Payroll Adjustment Types
Deleting Payroll Adjustment Types
To define new payroll adjustment types:
Select Tools > Lists > Payroll Adjustment Types. The Payroll Adjustment Types dialog box appears.
Click Add. A new line item appears.
Type a name for the payroll adjustment type in the Description field.
By default, the Active check box is selected, meaning that the adjustment type will appear when creating a payroll item. If you do not want this adjustment type to appear, deselect it now.
To integrate an adjustment type with an accounting account:
Click in the Accounting Account field. The Payroll Adjustment Account dialog box appears.
By default, this adjustment type rule will be integrated with the Default Payroll Expense Account as selected in the payroll integration section of the Company Information Options dialog box. See the Configuring Accounting Integration section for more details. To change the default, type in the Account field and type the name of the new accounting account.
Click OK.
Repeat steps 2-5 to add additional adjustment types.
Click OK.
To edit an existing payroll adjustment type:
Select Tools > Lists > Payroll Adjustment Types. The Payroll Adjustment Types dialog box appears.
Make the necessary changes to the adjustment type.
Click OK.
To delete an existing payroll adjustment type:
Select Tools > Lists > Payroll Adjustment Types. The Payroll Adjustment Types dialog box appears.
Select the adjustment type that you want to delete.
Click Delete.
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See Also:
Adding a Payroll Item
Integrating Payroll Adjustment Types with Accounting
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