Problem:
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Step 1: Create a deduction payroll category called “Adj. Vacation”
Step 2: Assign payroll category to employee using employee ->master pay card, for whom you are adjusting vacation accrual
Step 3: employee -> “pay card history” create history record for employee to pay amount as well as deduct amount using deduction category.
Note:
Never modify the opening balance unless it is incorrect, because there is no history of the change record.
I want to adjust vacation accrual.
Solution:
Steps:
- Backup you data as is now before changes: Utilities > backup company data > write down the location and the file name for your references.
- Go to Reports > Payroll reports > employee year to date.
- Select the employee then preview or print. This report will show the vacation accrued (accrual), vacation paid (pay out) and vacation owed (balance).
- Go to the top tab under 'Employees'.
- Select Paycard history and select the employee.
- Add a historical record by clicking on the "+".
- Ensure all the amounts are zero.
- In the vacation accrued payroll category input the vacation accrual amount. If the owed is a negative amount then the accrual should be a positive amount.
- In the "Memo .." cell make a note such as vacation adjustment.
- Go to utilities > integrity check and click continue.
- Check off all the tasks to complete and click process.
- Print year to date for the employee to see the amounts: Reports > Payroll reports > employee year to date.
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