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This guide walks through creating a one-time payroll adjustment, and adding adjustments while reviewing a payroll run.

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Opening the Adjustments Page

The Payroll Adjustments page is at /employer/pay/adjustments. Go directly to this URL to see the full list of adjustments. (While reviewing a draft payroll run under Pay, an Add Adjustments button takes you to the Create Adjustment page covered below.) On the Payroll Adjustments page you will see all adjustments, filterable by status using the tabs across the top: All, Pending Approval, Approved, Applied, and Cancelled. You can also filter by employee, category, and date range.

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Creating a One-Time Adjustment

1

Open the Create Adjustment page

On the Payroll Adjustments page, click Create Adjustment in the top-right. This opens the full Create Adjustment page.By default the One-time tab is selected at the top of the page. (Switch to Recurring if you want the adjustment to repeat - see Recurring Adjustments.)
2

Select the employee

In the Employee field, pick the employee from the dropdown.
3

Choose category and type

  1. Category - Select Addition or Deduction.
  2. Type - Choose a type. The available types change based on the category. See the full list in the Overview.
4

Enter the details

The Employee, Type, Name, and Amount fields are all required. If any is missing you will see “Please fill in all required fields.” The amount must be a positive number. Changing the Category clears the Type and Name. The Name auto-fills from the Type you pick, but only while it is still empty or still equal to a preset type label, so once you type your own name it is left alone.
5

Create

Click Create Adjustment. You are returned to the Payroll Adjustments list.
  • If your account does not require approval, or the amount is at or below your approval threshold, the adjustment is created as Approved and is ready to be picked up by a payroll run.
  • If the amount is above your approval threshold, the adjustment is created as Pending Approval and must be approved first. See Adjustment Approval.
If active templates exist on your account, a Use Template (optional) dropdown appears at the top of the Create Adjustment page. Selecting a template pre-fills the form. See Adjustment Templates.

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Viewing and Deleting Adjustments

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Viewing an adjustment

Click any row on the Payroll Adjustments page to open its detail view. The detail page shows the employee, type, amount, currency, effective date, notes, any linked payroll run, and a full audit trail (created, approved, applied, paid, or cancelled).

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Deleting an adjustment

You can delete an adjustment while it is still in draft, pending approval, or approved status:
  1. Open the adjustment, or find it in the list.
  2. Click Delete and confirm.
Once an adjustment has been applied to a payroll run, it can no longer be deleted. To reverse an applied adjustment, create a new adjustment of the opposite category (for example, a deduction to offset an incorrect addition).
There is no in-place “edit and save” form for adjustments. To change a one-time adjustment before it is applied, delete it and create a new one with the correct details.

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Adding Adjustments During a Payroll Run

You can also add adjustments while reviewing a payroll run, without leaving the preview:
1

Start a payroll run

Start a payroll run from Pay > Create Payroll, and complete the setup step.
2

Click Adjust on the employee's row

In the payroll preview, find the employee you want to adjust and click Adjust on their row.
3

Review the Adjust Payment modal

The Adjust Payment modal opens, showing the employee’s base pay. Adjustments already saved for the run appear under Pre-existing Adjustments, and the lines you add in this modal appear under Your Adjustments.
4

Choose the category, type, and amount

Under Add Adjustment, choose Addition or Deduction, select a type, and enter an amount.
5

Add the line item

Click Add Addition (or Add Deduction) to add the line item. You can add more than one, and the row’s Net and Deductions update live as you go.
6

Finish

Click Done when finished.
Back on the preview, a person’s row shows a small blue count badge next to Adjust for the number of adjustments on that row. When you click Done, your unsaved in-run adjustments are saved as drafts with their effective date set to the period start, and the payroll preview recalculates with server-validated numbers.
Auto-saveIn-run adjustments are saved to your account as drafts. If you navigate away by accident, they are preserved and reappear the next time you preview payroll for the same period.
This is handy for last-minute changes found 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.
In-run adjustments follow the same approval rule. If an amount is above your approval threshold, it needs approval before it can be finalized in the run.