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Adjustment templates let you pre-fill the Create Adjustment form so you do not have to re-enter the same details every time. They are useful when you regularly apply the same kind of adjustment to different employees, such as a monthly internet allowance.

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What a Template Holds

A template stores a reusable configuration for an adjustment, including:
  • Category (Addition or Deduction)
  • Type (for example, Performance Bonus or Advance Repayment)
  • Name (for example, “Monthly Internet Allowance”)
  • Default amount (you can change it when you use the template)
  • Default currency
  • Whether it is recurring, plus the default frequency and number of occurrences for recurring templates
A template does not store the employee or effective date - you choose those when you create the adjustment.

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Using a Template

Templates are applied on the Create Adjustment page:
1

Open the Create Adjustment page

Open the Payroll Adjustments page (/employer/pay/adjustments) and click Create Adjustment.
2

Find the Use Template dropdown

If active templates exist on your account, a Use Template (optional) dropdown appears at the top of the page.
3

Select a template

The form pre-fills with the template’s category, type, name, default amount, and currency (and the recurring settings, if it is a recurring template).
4

Select the employee and adjust the fields

Select the Employee and adjust any fields you need to change for this case.
5

Create

Click Create Adjustment.
If no templates exist on your account, the Use Template dropdown does not appear, and you simply fill in the form manually.
Setting up templatesThere is no self-serve screen for creating, editing, or deleting templates today. Templates are set up on your account with help from Omnivoo support. Once a template exists and is active, it appears in the Use Template dropdown for everyone on your account. To add or change a template, contact support.

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Suggested Templates

Common templates that customers set up: These are suggestions only. Choose templates that match how your team works.