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Set Up/Adjust Employee Balances

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Set Up/Adjust Employee Balances - Workers' Compensation Tab

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 workers' compensation for an employee. You need to enter either Hours or Subject Earnings according to how the Workers' Compensation Code was set up on the Maintain>Payroll>Workers' Compensation Codes form.

Please note that if you use the tabs on this form to change the amounts of any earnings, benefits, or deductions that have been used in the calculation of any federal, state, or other withholding taxes; or workers' compensation; the related tax and/or workers' compensation amounts may be incorrect. Furthermore, be aware that any changes you make to earnings may affect benefits, deductions, and leave. Therefore, you must manually adjust taxes, workers' compensation, benefits, deductions, and/or leave for any such changes you make. If you do manually adjust either taxes or workers' compensation amounts, remember to also adjust the related subject earnings and/or hours.

 

Workers' Compensation Code, Title, Hours, Subject Earnings, Amount: The Workers' Compensation table allows you to set up or adjust an employee's workers' compensation codes, hours, subject earnings, and amounts. You can select as many workers' compensation codes and related information as is appropriate for the employee and Effective Date. The hours and subject earnings you enter can be positive, negative, or zero.

  • If you implement the Payroll module mid-year, and you want to produce reports for previous quarters that include Workers' Compensation amounts, enter a separate adjustment for workers' compensation 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 Workers' Compensation amounts, enter one adjustment for the amount of workers' compensation for the previous quarters. This should contain an Effective Date of the last day of the preceding quarter and, if needed, a catch-up adjustment for the current quarter with an effective date prior to the first payroll date processed in the system.
  • To view the recalculated totals, click the Select Tab.
  • Use the minus key or the space bar to enter a negative amount.