Adjusting Arrears Balances

Purpose:  Use this document as a reference to identify the deduction arrears for which you're adjusting balances.

Audience:  Payroll Specialists.

You must have at least one of these local college managed security roles:

  • ZC Payroll Data Maintenance
  • ZD_PY_REVIEW_PAY_BALANCE
  • ZZ Payroll Data Maintenance
  • ZZ Payroll Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Adjusting Arrears Balances

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

  1. The Arrears search page displays.
  2. Enter the desired information into the Empl ID field.
  3. Select the Search button.
  4. The Arrears page displays.
  5. The Adjust Arrears Balance 1 page enables a user to identify the deduction arrears for which balances are being adjusted.
  6. Specify the Company code for the employee - Enter the desired information into the Company field.
  7. Select the employee's Plan Type list.
  8. Select the General Deduction list item.
  9. Select in the Deduction Code field.
  10. Enter the employee's Deduction Code or select the lookup button to search for valid codes.  This data defines the type of deduction to be taken.  Enter the desired information into the Deduction Code field.
  11. Select the Deduction Class field.
  12. The Deduction Class specifies if deductions are taken before or after taxes - Enter the desired information into the Deduction Class field.
  13. When a user saves the data, the system automatically redirects a user to the next page for update entries.
  14. Select the Save button.
  15. Select the Adjust Arrears Balance2 tab.
  16. The Adjust Arrears Balance 2 page enables a user to change the employee's arrears balances.  After a user saves, the Adjust Arrears Balance 2 page appears.  A user must first save the entries on the Adjust Arrears Balance 1 page before making entries on this page.
  17. Enter the desired information into the Adjustment field.  
  18. Select the Save button.

End of procedure.