Adjustment Run

The following article demonstrates how to run an Adjustment pay run.

As an example scenario for this article, an employee was short paid during their last weeks payrun. Physical payment has been made, so now we have to correct this via an adjustment run. We have manually calculated the extra pay and Tax the employee should have received and will now process an adjustment run to correct this.

Adjustment runs can also be used for:

Note: As a general rule of thumb, if the employee has not been physically paid, you can roll back the standard pay run and rerun it. However if physical payment has been made to the employee then an adjustment run should be performed.

The below steps have been performed using JCurve Payroll Admin role.

Review the standard pay run you are going to adjust

Go to JCurve Payroll Admin > Payroll Records > Payrun Records List: 

1. Note the Pay Date.

2. Note the Period Start Date.

3. Note the Period End Date.

Start the Adjustment Run

 Go to JCurve Payroll Admin > Payroll Records > Payrun Records List > New

1. Set Pay Run Type to Adjustment.

2. Set Pay Period. eg Weekly

3. Set Period Start Date. Note: This must match the Period Start Date that is shown on your Standard pay run. 

4. Set Period End Date. Note: This must match the Period End Date that is shown on your Standard pay run. 

5. Set Pay Date. Note: This must match the Pay Date that is shown on your Standard pay run. 

6. If you want your employee to accrue leave for this adjustment run, then leave Accrue Leave checked. Otherwise uncheck to ensure the employee does not accrue leave. 

7. Check the Skip Pay Components field. 

8. Check the employee you want to include in the adjustment run.

9. Click Submit.

 

 Running the Adjustment Run

1. Click Skip. Note: No entries need to be made on the Time entry screen. 

2. Click Ok.

3. Click Submit

4. Right Click on view payslip.

5. Click Open link in new tab.

 6. Click Manually Add Detail

7. Set Type Salary/Wages.

8. Set Base Salary.

9. Set Rate

10. Set Balance Sheet Account.

11. Set P&L Account

Note: View a previous payslip detail to double check what the correct values should be. 

12. Click Save

 13. Click Manually Add Detail.

14. Set Type to Tax.

15. Set Sub Type to PAYG.

16. Set Amount

17. Set Payee to ATO

18. Set Balance Sheet Account

19. Set P&L Account

20. Click Save

Note: View a previous payslip detail to double check what the correct values should be. 

 

21. From the Payslip, you can now see the manual lines we have created for Base Salary and PAYG.

22. Click Recalculate

23. Check Reprocess Tax if you want to recalculate Tax.

24. Check Reprocess Super if you want to recalculate Super.

25. Uncheck Reprocess Percentages

26. Click Recalculate.

27. Review the payslip to ensure the figures are correct. 

28. Click the Pay Run link to return to your Adjustment pay run. 

29. Click Refresh

30. Click Approve Payslips

31. Click Submit and complete the adjustment pay run as per normal. 

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Comments

  • Avatar
    Paul Owen

    Will this process work in reverse for an overpayment after the payrun has been paid, and will that reduce the pay amount on the next payrun?

  • Avatar
    Nick Williams

    Hi Paul,

    This article is also applicable for over payments and I have updated the article to mention this.

    In the scenario where an employee has been over paid and physically paid. You can run the adjustment on their next pay run to ensure they are paid the correct amount. Note: You would need to manually calculate how much they were over paid and have this reduce from their standard pay.

    Cheers,

    Nick