RB User Guide > Payables > Pay Adjustments

Entering pay adjustments

After reviewing the Draft Resource Pay Statements report, you can adjust resource earnings for the current payroll for amounts not tied to specific invoices, such as a bonus or repayment of an advance. You also apply recurring deductions for the current payroll (see Generating recurring deductions).

1. Payables > Pay Adjustments
2. In the Pay Adjustments window’s Search By pane, click *Pay Date’s .
3. In the Lookup Pay Date popup, open pay dates are listed. Click a hyperlinked pay date to select it. (Pay dates are set in Setup > Pay Dates.)
4. In the Pay Adjustments window:

• Closed

  Leave as the default, No, to make pay adjustments to open payrolls.

• Pay Group

  Defaults to the pay group associated with the pay date selected and is non-editable. (Pay groups are selected when setting up pay dates.)

• Cutoff Date

  Defaults to the last date for invoices to be included in this pay date selected and is non-editable. (Cutoff dates are designated when setting up pay dates.)

• Resource

  To limit the results to a single resource, click , then select the resource. See Looking up resources.

5. Click . RB9 lists all of the adjustments entered (so far) for the specified pay date.
6. To add a one-time adjustment, click New.
7. In the New Pay Adjustment window, enter the following information:

   • *Resource

     Click to select the resource. See Looking up resources.

   • *Amount

     Enter the adjustment amount (e.g., “15.00” or “-25.00”). Negative amounts reduce the resource’s pay.

   • Remarks

     Enter the description for this adjustment.

8. Click Save.

TIP: Check previous payrolls for overlooked pay adjustments

If you want to review adjustments made on closed payrolls, click to select Yes in the Closed slider. Then chose the payroll’s date(s) in *Pay Date From/*Pay Date To. Click . RB9 lists all of the pay adjustments on closed payrolls in the date range selected.

NOTE: Pay adjustments vs. pay overrides

Use Pay Adjustments when you want to increase or decrease a resource’s payroll amount for a reason not related to a specific job or invoice, such as a bonus or a repayment of an advance on outstanding invoices. This includes recurring amounts, such as if a resource is paying back an advance in installments.

Use Override Resource Pay when you want to increase or decrease the amount a resource is paid for a billable service item tied to a specific job/invoice. You can also add new service items to invoices, and designate which resources to pay.

Reference

• Payables payroll procedure
• Pay Dates
• Pay Group
• Cutoff Date
• Override Resource Pay

Step-by-step instructions

• Closing payroll
• Generating recurring deductions
• Setting up pay dates
• Looking up resources
• Entering pay information