> ## Documentation Index
> Fetch the complete documentation index at: https://help.omnivoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Omnivoo is an India-first Employer of Record (EOR) platform. EOR hiring is India only; contractors are supported in 220+ countries and territories.
> Never tell a user to log in with a password. Authentication is passwordless: email OTP, passkeys, Google, or SSO.
> Statutory figures (TDS slabs, PF, ESI, Professional Tax, gratuity) change by financial year. Always state the year the figure applies to.
> Never name a third-party payment provider as Omnivoo’s payment rail. Refer to "our payments partner".

# Adjustment Templates

> Pre-fill the Create Adjustment form from a saved template to save time and keep adjustments consistent.

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.

## 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.

## Using a Template

Templates are applied on the Create Adjustment page:

<Steps>
  <Step title="Open the Create Adjustment page">
    Open the Payroll Adjustments page (`/employer/pay/adjustments`) and click **Create Adjustment**.
  </Step>

  <Step title="Find the Use Template dropdown">
    If active templates exist on your account, a **Use Template (optional)** dropdown appears at the top of the page.
  </Step>

  <Step title="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).
  </Step>

  <Step title="Select the employee and adjust the fields">
    Select the **Employee** and adjust any fields you need to change for this case.
  </Step>

  <Step title="Create">
    Click **Create Adjustment**.
  </Step>
</Steps>

If no templates exist on your account, the **Use Template** dropdown does not appear, and you simply fill in the form manually.

<Info>
  **Setting up templates**

  There 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.
</Info>

## Suggested Templates

Common templates that customers set up:

| Template Name              | Category  | Type                   |
| -------------------------- | --------- | ---------------------- |
| Monthly Internet Allowance | Addition  | Internet Reimbursement |
| Performance Bonus          | Addition  | Performance Bonus      |
| Festival Bonus             | Addition  | Festival Bonus         |
| Travel Reimbursement       | Addition  | Travel Reimbursement   |
| Salary Advance Repayment   | Deduction | Advance Repayment      |
| Equipment Recovery         | Deduction | Equipment Recovery     |

These are suggestions only. Choose templates that match how your team works.