The following is an overview of the Adjustments sub-tab of Payroll > Pay Run Management:
- You can add adjustments and adjustment details in the main screen.
- By default, adjustments for the employees to which you have access in the pay run are shown in a list, sorted by the time at which they were entered, newest to oldest.
- When you click Add, a new row is added to the list, where you can enter the details of the entry.
- When you save an entry and refresh the screen, the 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 main area of the screen:
Button Toolstrip Legend
The following is a description of the available buttons in the Adjustments sub-tab:
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Click Save to save changes to pay entries. |
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Click Refresh to reload the information in the Adjustments sub-tab. |
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Click Favorites to open a menu to configure and save your filter and view settings as a favorite, load an existing favorite, or manage your favorites. See Favorites. |
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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. |
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Click Add to add an adjustment entry to the list. |
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Click Copy to create a copy of the one or more entries that you have selected from the list. |
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Click Delete to delete the adjustment you selected from the list. |
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The Sync Pay Changes button is shown in the Adjustments sub-tab only when you load an off-cycle pay run that has the Prior Period Adjustment type. In other types of pay runs (for example, regular pay runs) this button is located in the Quick Entry sub-tab, which isn’t available in prior-period adjustments. Click the Sync Pay Changes button to sync pay changes for eligible employees in the pay run. See Run the Wizard for Retroactive State Tax Threshold Adjustments. |
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(Canadian pay groups only, and only shown in off-cycle pay runs that have the Maintenance run type) Click Auto Adjust to start the process for updating the Employment Insurance (EI) reference code that was applied to payments. See Auto Adjustments for EI Reference Codes. |
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(US pay groups only) |
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Click Export to export entries that are currently displayed on the list to a CSV file. See Import and Export Items to Individual Pay Runs. |
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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 to Individual Pay Runs. |
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Click Import Status to view the status of imports that you have made in the last 24 hours. See Import and Export Items to Individual Pay Runs. |
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Click Audits after selecting an item in the pay run to view information about who has created, edited, or deleted entries. This button is shown only in the Quick Entry, Checks, and Adjustments sub-tabs. |
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Select an adjustment from the list and click Balances to view the associated employee's balances (such as sick days or personal days) from the Workforce Management module. |
Adjustment Entries
When you select an adjustment from 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.
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. Click Third Party Sick Pay to launch the Third Party Sick Pay Adjustment wizard, as illustrated here:
See Third-Party Sick Pay (Pay Run Management).
Delete Adjustments
When you click Delete in the toolstrip, the application shows the following options.
| Option | Description |
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| Delete Selection | Deletes 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. |
| Delete All Filtered Entries |
Deletes the entries that are in the results of your current filter search. This option is only enabled once you've applied at least one filter to the list. For example, if you filter the list of entries by location, you can select Delete All Filtered Entries to delete the entries returned in the filter results. After you select this option and click OK, 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 only in the Checks, Adjustments, and Quick Entry tabs in Pay Run Management. The Export button isn’t ’t available in 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 shown 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.
- You can’t view audit records for deleted entries in the user interface, but you can export a CSV file containing audit records for entries, including deleted entries. The export functionality is available in the Quick Entry, Adjustments, and Checks tabs in Pay Run Management, but not in Data Entry.
Export Audit Transactions
Before You Begin: The functionality for exporting audit transaction is only available in the Pay Run Management version of the Checks, Adjustments, and Quick Entry tabs, and isn’t available in the Data Entry version of these tabs.
You can export audit records for entries of a loaded pay run to a CSV file. The export file includes the same columns as Dayforce displays in the Audits panel. At the bottom left of the Audits panel, which you open by clicking Audits in the toolstrip, Dayforce shows the Export button.
Click Export to show the options Export Grid and Export All:
Export Grid
When you select Export Grid, Dayforce exports the transactions that are currently listed in the Audits panel. For example, if you select two quick entries from the main quick entry list, the Audits panel displays the audit transactions for those two quick entries. When you select Export Grid, the export file includes the audit transactions for those two quick entries only. However, if you don’t select any quick entries, so that the Audits panel is empty, the export file won't contain any transactions.
Export All
When you select Export All, the export file includes the transactions for all of the quick entries that you or other users have created or deleted in the pay run. While audit transactions for deleted quick entries aren’t displayed in the Audits panel in the user interface, when you select Export All, transactions for deleted records are included in the export file.
The following excerpt of an export file includes the Add and Delete transaction for a vacation quick entry that was deleted:
Note: If the org picker functionality is enabled, the export file only includes audit transactions for the org level that is currently selected.