here to view a short video on how to create Adjustments.Please click
The Adjustments option allows you to Create, delete, and/or modify employees Payroll Items.
The Adjustments Grid allows the user to search for existing payroll items for an employee. You can either enter in the Number or a few characters in any of the grid headings and all occurrences of that search will show up and then you can choose the item(s) you want to view or edit. Example - First Name is one of my grid options. If I type in %San (% is use as a wildcard) in the First name field, all occurrences of anyone with San in the first name will appear. You can then click on the or click on the to edit the record or to delete the record. next to the Payroll Item record you are searching for to view the data associated with the payroll item
To use the 'Highlight Viewer', select the row in the grid to view. The 'Highlight Viewer' on the right hand side will appear:
INFO**When making an Adjustment entry, the amount you are entering will be added/or subtracted from the total Adjustment Type balance**
Create an Adjustment
From the Core Menu select Adjustments
Click on Create
Select Employee and the Payroll Item to adjust by clicking on the arrow
Select the Type by clicking on the arrow
|Health Insurance||Cost of Employer-sponsored Health Coverage. The Adjustment for Health Insurance does NOT OVERRIDE the amount, it + or - the total amount calculated.|
|Moving Expense - Only for ACTIVE MILITARY||Reimbursements, including payments made directly to a third party, for ACTIVE MILITARY employees only, be entered in the Moving Expense field. The amount in this field is treated as an excludable fringe benefit.|
|Taxable Benefits||Use the 'Non-cash Taxable Benefit' pay type in Payroll Payments CURRENT or FUTURE and this will represent the non-cash taxable benefits amount. If the 'Non-cash Taxable Benefit' pay type was not used during payroll processing, an Adjustment entry is needed using the Taxable Benefits. This will update the total and taxable gross totals on the Federal and State records during W2 Report.|
If the Non-Cash Taxable Benefit Pay Type was NOT USED prior to the last pay of the calendar year, the Taxable Benefits (NC3) payment amount must be entered under the CORE/ADJUSTMENT JOURNAL in order for the Non-Cash Taxable Benefit amount to show correctly on the W2 form and to insure that the Quarter balances. The W2 Report will automatically adjust the Federal and State total and taxable gross amounts.
No manual adjustments are needed
If the Life Insurance Premium Pay Type was NOT USED prior to the last pay of the calendar year, the Life Insurance (NC1) payment amount must be entered under the CORE/ADJUSTMENT JOURNAL in order for the Life Insurance amount to show correctly on the W2 form and to insure that the Quarter balances. The W2 Report will automatically adjust the Federal, State, OSDI and City, if applicable, the total and taxable gross amounts.
NOTE: The city is only adjusted when the Payroll Item Configuration setup for the city payroll item is checked to Tax Non Cash Earnings. In Classic, the applicable and total gross must be manually adjusted.
No manual adjustments are needed.
If the Adoption Assistance Pay Type was NOT USED prior to the last pay of the calendar year, the Adoption Assistance (NC2) payment amount must be entered under the CORE/ADJUSTMENT JOURNAL in order for the Adoption Assistance amount to show correctly on the W2 form and to insure that the Quarter balances. The W2 Report will automatically adjust the Medicare and City, if applicable, the total and taxable gross amounts. The amount will be put in Box 12 coded as 'T' on the employee's W2.
NOTE: The city is only adjusted when the Payroll Item Configuration setup for the city payroll item is checked to Tax Non Cash Earnings.
No manual adjustments are needed
|Dependent Care||If not using the Dependent Care Payroll Item type, enter the amount for Dependent Care benefits. This amount will be added to the total and taxable gross fields by any amount above the $5000.00 threshold for any Payroll Item that taxes Dependent Care (Federal, Ohio, and City (if applicable) totals during W2 Processing. The total amount of Dependent Care will appear in Box 10 on the W2.|
|Third Party pay||This option is used for Non-taxable Third Party Sick pay. The amount will be put in Box 12 coded as 'J' on the employee's W2.|
The Vehicle Lease option adds to the total and taxable gross fields on the Federal and Ohio totals during W2 Processing. This is then reflected on the W2 Report and the vehicle lease amount will appear in Box 14 on the W2.
No manual adjustments are needed
|Board's Amount of payroll item|
|Earned Income Credit Amount|
|Additional Withholding Amount|
|Portion of FTD Board Amount that was earned as a rehired retiree|
|Portion of FTD Board Amount that was withheld as a rehired retiree|
|Portion of FTD Gross that was earned as a rehired retiree|
|ODJFS Total Gross|
|SERS Retirement Days|
|SERS Retirement Hours|
|STRS Retirement Days|
|STRS Retirement Hours|
|Board's Pickup Amount of Payroll Item|
|Advanced Sick Leave Used||This item type is used to reset an employee's 'Advanced Units Used' on their CORE/Leaves screen.|
|Health Reimbursement||This item type is used to report the total amount of permitted benefits under a qualified small employer health reimbursement arrangement. This will allow eligible employers to pay or reimburse medical care expenses of eligible employees after the employees provide proof of coverage. Eligible employers are those small employers with less than 50 Full-Time Equivalent employees (those who work 130 hours a month or 30 or more hours a week for 120 consecutive days). Another eligibility requirement is that the employer does NOT offer a group health plan to any of their employees.|
5. Enter a Transaction Date, Amount and Description. The Transaction Date has to be within an open posting period or an error will occur:
6. Click on to post the Adjustment to the system, click on Cancel to not post the Adjustment and return to the Adjustments grid.
Edit Employees Adjustment
**Note** 'Imported by Classic USPS' data will be non-modifiable.
Only fields that are allowed to be edited will be displayed.
- Search desired Employee on grid
- Click on to edit the Employees Payroll Item
- Make desired changes
- Click on to save desired changes to the Employees payroll Items, click on Cancel to not post changes and return to the Adjustments grid
Delete Employees Adjustment
- Search desired Employee on grid to delete
Click onto delete the Employee Adjustment
Click onto confirm deletion or Cancel to not delete Adjustment
To add the Mass Change option, please click on the Mass Change documentation link to find the How to Steps: Mass Change
To create a report from the Grid, please click on the Report documentation link to find the How to Steps: Report