9.2 Adjusting Year-to-Date Check Balances
Purpose: Use this document as a reference to adjust an employee's year-to-date balances.
Audience: Payroll Specialists.
ou must have at least one of these local college managed security roles:
- ZC Payroll Data Maintenance
- ZZ Payroll Data Maintenance
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Adjust Year-to-Date Check Balances
Navigation: NavBar > Navigator > Payroll for North America > Periodic Payroll Events USA > Balance Adjustments > Check Year-to-Date
- The Check Year-to-Date search page displays.
- Enter the desired information into the Empl ID field.
- Select the Search button.

- The Check Year-to-Date page displays.
- The Adjust Check YTD Balance 1 page enables a user to identify the company, balance ID, year, and period for which a user adjusts an employee's year-to-date check balances.
- Enter the desired information into the Company field.
- Select the Balance ID.
- Identify the type of balance being adjusted, such as calendar year, fiscal year, and so forth. Enter the desired information into the Balance ID field.
- Select the Year field.
- In the Year field, specify which calendar year adjustment this adjustment is for - Enter the desired information into the Balance ID field.
- Select in the Period field.
- Identify the Period within the Balance ID that is to be adjusted. For example, if the calendar year and the fiscal year span difference 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.
- Select the Reason for Adjustment field - Enter the desired information into the Reason for Adjustment field.
- Select the Save button.

- When a user saves the Adjust Check YTD Balance 1 page, the system automatically redirects you to the Adjust Check YTD balance 2 page. Enter the desired information into the Adjustment to Year-to-Date field. Use the Adjust Check YTD Balance 2 page to review and change the employee's YTD check balances.
- Enter the desired information into the Adjustment Year-to-Date field.
- Select in the Adjustment to Year-to-Date field - Enter the desired information into the Adjustment to Year-to-Date field.
- Select the Save button.

- The process to adjust year-to-date check balances is now complete.
- End of procedure.