Set Up/Adjust Employee Balances - Benefits Tab
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Access this tab using Activities>Payroll>Set Up/Adjust Employee Balances. It is only available with the Payroll module; it is not available for Payroll Link users. |
Use this tab to enter adjustments to benefits for an employee.
Benefits Code, Title, Amount: The Benefits table allows you to set up or adjust an employee's benefit codes and amounts. You can select as many benefit codes and related information as is appropriate for the employee and Effective Date. The amount you enter can be positive, negative, or zero.
- If you implement the Payroll module mid-year and want to produce reports for previous quarters that include benefits, enter a separate adjustment for benefits for each quarter using an Effective Date within that quarter. If, however, you are implementing mid-year and you do not need previous quarterly reports that include benefits, you can enter a single adjustment using the implementation date as the Effective Date. Remember that the Effective Date is entered on the Select tab.
- To view the recalculated totals, click the Select Tab.
- Use the minus key or the space bar to enter a negative amount.