Adjusting Deduction Balances

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

Audience:  Payroll Specialists.

You 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.

Adjusting Deduction Balances

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

  1. The Deductions search page displays.
  2. Enter the desired information into the Empl ID field.
  3. Select the Search button.
  4. The Deductions page displays.

Adjust Deduction Balance 1 Tab

The Adjust Deduction Balance 1 tab enables a user to identify the deduction for which a user is adjusting balances.

  1. The Adjust Deduction Balance 1 tab displays.
  2. Enter the Company code for this employee.
  3. Select the Balance ID field.  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.
  4. Select the Year field. Use the Year field to enter the fiscal year for the adjustment - Enter the desired information into the Year field.
  5. Select in the Period field. 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.
  6. Select the Plan Type list. Use the Plan Type list to specify the plan type for the deduction to be adjusted.
  7. Select in the Benefit Plan field. Enter the desired information into the Benefit Plan field.
  8. Select the Deduction Code field. Enter the desired information into the Deduction Code field.
  9. Select in the Deduction Class field. Use the Deduction Class field to indicate whether the deduction will be taxable or non taxable. Enter the desired information in the Deduction Class field.
  10. Select the Reason for Adjustment field. Enter the desired information into the Reason for Adjustment field.
  11. Select the Save button.
Adjust Deduction Balance 1 tab

When a user saves the Adjust Deduction Balance 1 page, the system automatically redirects a user to the Adjust Deduction Balance 2 page.

Adjust Deduction Balance 2 Tab

Use the Adjust Deduction Balance 2 page to change the employee's deduction balances.

  1. The Adjust Deduction Balance 2 tab displays.
  2. Enter the desired information into the Deductions section.
  3. Select the Save button.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial via Panopto

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