9.2 Adjusting Deduction Balances

Purpose: Use this document as a reference to identify and adjust employee deduction balances

Audience:  Payroll Specialists

Navigation:  Payroll for North America > Periodic Payroll Events USA > Balance Adjustments > Deductions

  1. Enter the desired information into the Empl ID field.
  2. The Adjust Deduction Balance 1 page enables a user to identify the deduction for which a user is adjusting balances.
  3. Enter the Company code for this employee.
  4. Select the Balance ID field.
  5. Use the Balance ID field to define the type of balance being adjusted, such as calendar year, fiscal year, and so forth - Enter the desired information into the Balance ID field.
  6. Select the Year field.
  7. Use the Year field to enter the fiscal year for the adjustment - Enter the desired information into the Year field.
  8. Select in the Period field.
  9. Use the Period field to define the period within the Balance ID that is to be adjusted.  For example, if the calendar year and the fiscal year span different time periods, September would be period 9 for the calendar year and could be period 1 for the fiscal year - Enter the desired information into the Period field.
  10. Use the Plan Type list to specify the plan type for the deduction to be adjusted.
  11. Select the Plan Type list.
  12. Select the vertical scroll bar.  Select the Vacation list item.
  13. Select in the Benefit Plan field.
  14. Enter the desired information into the Benefit Plan field.
  15. Select the Deduction Code field.
  16. Enter the desired information into the Deduction Code field.
  17. Select in the Deduction Class field.
  18. Use the Deduction Class field to indicate whether the deduction will be taxable or non taxable.
  19. Enter the desired information in the Deduction Class field.
  20. Select the Reason for Adjustment field.
  21. Enter the desired information into the Reason for Adjustment field.
  22. Select the Save button.
Adjust Deduction Balance 1 tab
  1. When a user saves the Adjust Deduction Balance 1 page, the system automatically redirects a user to the Adjust Deduction Balance 2 page.
  2. Use the Adjust Deduction Balance 2 page to change the employee's deduction balances.
  3. Enter the desired information into the Adjustment to Month-to-Date field
  4. Select the Save button.
  5. End of procedure.
Adjust Deduction Balance 2 tab