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  Please click here to view a short video on how to create Adjustments.


The Adjustments option allows you to Create, delete, and/or modify employees Payroll Items.

Search/View Adjustments

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 next to the Payroll Item record you are searching for to view the data associated with the payroll item or click on the to edit the record or to delete the record.

Highlight Viewer

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

  1. From the Core Menu select Adjustments

  2. Click on Create

  3. Select Employee and the Payroll Item to adjust by clicking on the  arrow

  4. Select the Type by clicking on the arrow


TypeDescription
Health InsuranceCost 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 MILITARYReimbursements, 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 BenefitsUse 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.
Fringe Benefits

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, State, City, Medicare, etc. total and taxable gross amounts. 

No manual adjustment are needed

Life Insurance

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, Medicare, 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 adjustment are needed.

Adoption Assistance

 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. 

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 adjustment are needed

Dependent CareEnter the amount for Dependent Care benefits. This amount will be added to the total and taxable gross fields to the Federal, Ohio, and City totals during W2 Report
Third Party payThis option is used to add the Third Party Sick pay amount to the total and taxable gross fields to the Federal, Ohio and OSDI totals during W2 Report
Vehicle LeaseThe Vehicle Lease option adds to the total and taxable gross fields on the Federal, Ohio, and OSDI totals during W2 Report
Total Gross
Taxable Gross
Amount Withheld
Applicable Annuities
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
ODJFS Weeks
SERS Retirement Days
SERS Retirement Hours
STRS Retirement Days
STRS Retirement Hours
EMIS Attendance
EMIS Absence 
Board's Pickup Amount of Payroll Item
Advanced Sick Leave UsedThis item type is used to reset an employee's 'Advanced Units Used' on their CORE/Leaves screen.
  • 5.  Enter a Transaction Date, Amount and Description.  The Transaction Date has to be within an open posting period or an error will occur:

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  • 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.

  1. Search desired Employee on grid
  2. Click on  to edit the Employees Payroll Item
  3. Make desired changes
  4. 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

  1. Search desired Employee on grid to delete
  2. Click on  to delete the Employee Adjustment

  3. Click on  to confirm deletion or Cancel to not delete Adjustment

Mass Change

To add the Mass Change option, please click on the Mass Change documentation link to find the How to Steps: Mass Change

 


Report Creation

To create a report from the Grid, please click on the Report documentation link to find the How to Steps: Report

 


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