You can run a process to automatically change the Employment Insurance (EI) reference code that was applied to payments for Canadian employees in the case where the incorrect code was used. See Background on EI Code Adjustments.
You can only run this process in off-cycle pay runs that have the Maintenance run type defined. See Create Off-Cycle Pay Runs.
When you load an off-cycle pay run that has the Maintenance run type, the Adjustments tab displays the Auto Adjust button in the toolstrip.
The Auto Adjust button is displayed by default and you do not need to enable it separately.
When you click Auto Adjust, the application launches a wizard that starts with the Select Adjustment Type step. The Move Employee to Different EI Reference Code is the sole adjustment type available at this time and, as such, is highlighted by default.
When you click Next, the application displays the Select Payments to Adjust step. Here, you enter the following settings to search for the committed payments that you want to update:
- Search for an employee by name or employee number. You can run the Auto Adjust wizard for one employee at a time.
- Define the date range of the pay date for the payments that you want to update.
- By default, the date range is set to the month prior to the pay date of the run that's loaded. You cannot enter a date past this pay date, but you can extend the date range as far back as the current year. For corrections in a previous year, you need to create a maintenance off-cycle run in that year and run the Auto Adjust wizard in that run.
- In the From EI Reference Code list, select the code that you want to move payments from. This list contains the one or more EI reference codes that have been applied to the employee's payments in the current year.
- In the To EI Reference Code list, select the code that you want to move payments to. This list contains the other EI codes that are associated with the legal entity of the employee's one or more work assignments.
When you click Search, the application returns a list of the employee's payments that meet your search criteria. You can then select individual payments that you want to update from the list, or select the checkbox in the header of the first column to select all, and then click Next.
The application displays the Confirm Selected Payments screen where you can review the payments for which the application will update the EI reference code.
When you click Finish, the application generates a separate adjustment for each payment. The adjustments contain a negative entry for the taxes and earnings for the old EI reference code, and a positive entry for the taxes and earnings for the new EI reference codes:
After the adjustments are added to the list, the standard functionality for adjustments, such as editing or deleting entries, is available.
After reviewing the entries, click Save. The Entries dialog box now displays the updated EI Reference Code values for all of the entries. After you save the adjustments, you can still edit or delete them as you would for other adjustments.
See also: