The following is an overview of the Adjustments sub-tab of Payroll > Data Entry:
- You can add adjustments and adjustment details in the main screen.
- By default, adjustments are sorted by the time at which they were entered, newest to oldest.
- By default, the entries shown are from the pay groups to which you have access in Dayforce, sorted by the date that they were created, with the older entries shown first. Pay run data is shown as follows:
- the current pay run that is open
- the next scheduled pay run
- off-cycle pay runs that are open and associated with the current and next pay runs of a pay group
- Any transactions that you create for a specific pay run in the Data Entry tab are available when you load that pay run in the Pay Run Management tab in Payroll. When a pay run has been committed, the application removes its associated transactions from the Data Entry tab.
- When you click Add, the application adds a row to the bottom of the screen, where you enter the details of the adjustment.
- When you save an entry and refresh the screen, that entry is sorted by date and time with the other saved entries.
- You can filter which adjustments are shown. See The Filter Button.
- In the Entries dialog box, you can add earnings, deductions, garnishments, and taxes to the adjustment that you select from the list of entries in the main area of the screen:
Button Toolstrip
| Button | Description |
|---|---|
|
|
Click Save to save changes to pay entries. |
|
|
Click Refresh to reload the list of entries in the Adjustments sub-tab. |
|
|
Click Favorites to open a menu where you can configure your current filter and view settings and save them as a favorite, load an existing favorite, or manage your favorites. See Favorites. |
|
|
Click Filter to open a panel where you can filter the list of entries based on a set of filter options. See The Filter Button. |
|
|
Click Add to add an adjustment entry to the list. |
|
|
Click Copy to create a copy of the one or more entries that you have selected from the list. |
|
Click Delete to delete the adjustment you selected from the list. See Delete Adjustments. |
|
|
Click Problems to view errors, warnings, and information messages about the pay entry or pay run. |
|
|
Click Third Party Sick Pay to open the Third Party Sick Pay Adjustment dialog box to create third party sick pay entries for employees (Adjustments tab only). |
|
|
Click Export to export entries that are currently displayed on the list to a CSV file. See Import and Export Items for Multiple Pay Runs. |
|
Click Import to open a menu where you can import entries from a CSV or TSV file, create an import template file, or view a list of past imports that you can filter by date. See Import and Export Items for Multiple Pay Runs. |
|
Click the Import Status icon to view the status of imports that you have made in the last 24 hours. See Import and Export Items for Multiple Pay Runs. |
|
|
Click Audits to view information about who has created, edited, or deleted entries. This button appears only in the Quick Entry, Checks, and Adjustments sub-tabs. |
|
Click adjustment from the list and click Balances to view the associated employee's balances (such as sick days and personal days) from the Workforce Management module. |
Adjustment Entries
When you select an adjustment in the main area of the screen, you can use the Entries dialog box to add entries for the adjustment:
Depending on what you select in the Code field, you can edit only those fields in columns that are relevant for that type of entry. For example, if you're entering a deduction, the Hrs. and Job Assignment fields can’t be edited, because these fields aren’t used to create deductions.
When you click Delete in the toolstrip, the application shows the Delete Selection option.
Delete Selection deletes the entries that you select from the list. After you select this option and click OK to confirm, you need to click Save to complete the deletion.
The Audits Button
If you have entries in the Quick Entry, Checks, or Adjustments sub-tabs of the Pay Run Management or Data Entry tabs in Payroll, you can view whether an item has been changed. Using the following screenshot as a guide, the process is that you (1) select an entry in the list of entries, then (2) click the Audits button, which opens a panel below the toolstrip and above the list of quick entry, check, or adjustments items (3):
The Export button is shown in Checks, Adjustments, and Quick Entry tabs when you are in Pay Run Management. This button isn’t available in any of these tabs in Data Entry.
In the list of audit entries, you can see what changes were made to the entry and when. Note that this screenshot from Pay Run Management accurately reflects the functionality of the Audits button in the Quick Entry, Checks, and Adjustments sub-tabs in both the Pay Run Management and Data Entry tabs.
Notes about the Audits panel:
- The Type column identifies each audit transaction on the list (for example, check, adjustment, earning, tax).
- The Pay Run column is displayed in both Data Entry and Pay Run Management so that you can see which pay run the entry is assigned to as well as when an entry is moved to a different pay run.
- In the Checks and Adjustments sub-tabs, you can view the audit transactions for one selected pay entry at a time.
- In the Quick Entry sub-tab you can view audit transactions for all of the pay runs that you select. For example, if you select two quick entries from the list, the Audits panel above the list displays the transactions that are associated with the two quick entries.
- It isn’t possible to view audit records for deleted entries in the user interface. However, you can export audit records for entries, including deleted entries, to a CSV file. The export functionality is only available in the Checks, Adjustments, and Quick Entry tabs in Pay Run Management. It isn’t available in any of these sub-tabs in Data Entry.
Third Party Sick Pay Adjustment Entries
Some organizations have contracted with providers to pay their employees' sick pay. When an employee is off sick, they are paid by the third-party provider instead of their employer. These payments are referred to as third party sick pay and need to be entered in Dayforce as adjustments so that taxes are calculated, remitted, and reported properly.
When you click Third Party Sick Pay, the application launches the Third Party Sick Pay Adjustment wizard, as illustrated here: