Adding Adjustments

This guide walks through creating a one-time payroll adjustment -- from navigating to the adjustments page to seeing it applied in a payroll run.

Navigating to Adjustments

1. Log in to your Omnivoo employer dashboard.
2. Navigate to Payroll > Adjustments.
3. You will see a list of all adjustments, filterable by status (Pending, Approved, Applied, Rejected).

Creating a One-Time Adjustment

Step 1: Start a New Adjustment

1. Click + New Adjustment in the top-right corner.
2. The adjustment form opens.

Step 2: Select the Employee

1. In the Employee field, search by name or employee ID.
2. Select the employee from the dropdown.
3. Their current salary details appear below for reference.

Step 3: Choose Category and Type

1. Category -- Select either Addition or Deduction.
2. Type -- Choose the specific type (e.g., Bonus, Reimbursement, Advance Repayment). The available types change based on the category you selected.

Step 4: Enter the Details

Field	Description	Required
Name	A short label for this adjustment (e.g., "Q4 Performance Bonus")	Yes
Amount	The monetary value of the adjustment	Yes
Currency	Defaults to the employee's payroll currency; can be changed	Yes
Effective Date	The payroll period this adjustment applies to (e.g., March 2026)	Yes
Notes	Internal notes visible to payroll admins only	No

Step 5: Submit

1. Review the details in the summary panel.
2. Click Submit Adjustment.
3. If your workspace has approval thresholds configured and the amount exceeds the threshold, the adjustment moves to Pending Approval status. Otherwise, it moves directly to Pending status and will be included in the next payroll run for the effective date.

tip

If you frequently create similar adjustments, save time by creating a template first and then using the Create from Template option.

Using Templates to Quick-Create

If your workspace has adjustment templates configured:

1. Click + New Adjustment > Create from Template.
2. Select a template from the list (e.g., "Monthly Internet Allowance").
3. The form pre-fills with the template's category, type, name, and default amount.
4. Select the employee and adjust any fields if needed.
5. Click Submit Adjustment.

See Adjustment Templates for how to create and manage templates.

Viewing and Editing Adjustments

Viewing Adjustments

From the Payroll > Adjustments page:

• Filter by status -- Pending, Approved, Applied, Rejected.
• Filter by employee -- Search for a specific employee.
• Filter by date range -- Show adjustments for a specific period.
• Click on any adjustment to view its full details.

Editing an Adjustment

You can edit an adjustment only if it has not yet been applied to a processed payroll run:

1. Click on the adjustment to open its detail view.
2. Click Edit.
3. Modify the fields you need to change.
4. Click Save Changes.

warning

If the adjustment has already been approved, editing it resets it to Pending Approval status (if approval is required for the new amount). This ensures approvers review any changes.

Deleting an Adjustment

1. Open the adjustment detail view.
2. Click Delete.
3. Confirm the deletion.

You cannot delete adjustments that have already been applied to a processed payroll run. To reverse an applied adjustment, create a new adjustment of the opposite type (e.g., a deduction to offset an incorrect addition).

Adding Adjustments During a Payroll Run

You can also create adjustments while reviewing a payroll run, without leaving the payroll preview screen:

1. Navigate to Payroll > Run Payroll and complete the setup step.
2. In the payroll preview, find the employee you want to adjust.
3. Click the Adjust button next to the employee's row.
4. An adjustment modal appears showing the employee's base salary and any existing adjustments.
5. Choose Addition or Deduction, select the type, and enter the amount.
6. Click Add Addition (or Add Deduction) to add the line item. You can add multiple adjustments.
7. Click Done when finished. Your adjustments are automatically saved as drafts and the payroll preview recalculates with server-validated numbers.

Auto-save

Adjustments added during a payroll run are saved to the database as drafts. If you close the page or navigate away by accident, your adjustments are preserved and will automatically appear the next time you preview payroll for the same period.

This is useful for last-minute corrections discovered during payroll review, such as:

• An expense reimbursement that was just approved.
• A leave correction that changes the LOP deduction.
• A bonus decided during the payroll review meeting.

info

Adjustments added during payroll preview follow the same approval rules. If the amount exceeds your approval threshold, the adjustment requires approval before the payroll run can be finalized.