Summary
Pay Adjustment Types Page
Use pay adjustments to grant lump sum additions or subtractions to an employee’s earnings.
This can be useful to track additions such as bonuses and tips, or deductions such as union
dues or uniform fees.
You must create pay adjustment types before entering adjustments. Pay adjustment types
may be either additions or deductions. You may allow employees to enter their own
adjustments, as in the case of tips.
Enter pay adjustments are entered from the Admin or Employee home pages.
Selected Adjustment Type Section
The Selected Adjustment Type section indicates the currently selected adjustment type. The
title of this section will be the name of the adjustment type currently selected. Select an
adjustment type by clicking its link in the Pay Adjustment Types section.
The Selected Adjustment Type section contains the following items:
Add Click
Add to add a new adjustment type.
Delete Click
Delete to delete the selected type. Note: XactTime will not allow
you to delete an adjustment type if any entries have already been
associated with it.
Number Displays the number of the currently selected type.
Adjustment Types Section
Select an Adjustment Type
1. In the Adjustment Types section, click the link for the adjustment type you wish to edit.
The selected adjustment type will appear in the Selected Adjustment Type section.
Adding, Editing and Deleting Adjustment Types
Add an Adjustment Type
1. In the Selected Adjustment Type section, click Add. The screen refreshes and displays
the new adjustment type’s settings in the Edit Adjustment Type section of the page.
2. Fill in the settings as appropriate:
a.
Number: Enter the number for this adjustment type. This can be alphanumeric and
must be unique. NOTE: This code must match the one in your payroll software if
you wish to export the adjustment.
b.
Description: Enter the name for this adjustment type.
c.
Employee Entry: Check this option if employees are to be allowed to enter
adjustments of this type (e.g., tips).
d.
Deduction: Check this option if the amount of the adjustment is to be deducted from
the employee’s earnings.
3. To complete the entry, click
Apply Changes.
Note: The changes will not be saved if you do not click
Apply Changes.
Edit an Adjustment type
1. In the Selected Adjustment Type section, verify that the adjustment type you wish to edit
is displayed. If not, first select the adjustment type from the Pay Adjustment Types
section.
2. Fill in the settings as appropriate:
a.
Number: Enter the number for this adjustment type. This can be alphanumeric and
must be unique.
b.
Description: Enter the name for this adjustment type.
c.
Employee Entry: Check this option if employees are to be allowed to enter
adjustments of this type (e.g., tips).
d.
Deduction: Check this option if the amount of the adjustment is to be deducted from
the employee’s earnings.
3. To complete the entry, click
Apply Changes.
Note: The changes will not be saved if
you do not click
Apply Changes.
Delete an Adjustment Type
XactTime will not allow you to delete an adjustment type if entries are already associated
with it.
1. In the Selected Adjustment Type section, verify that the adjustment type you wish to
delete is displayed.
2. Click
Delete. The Confirmation page loads.
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