Adjustment Templates
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:
- Open the Payroll Adjustments page (
/employer/payroll/adjustments) and click Create Adjustment. - If active templates exist on your account, a Use Template (optional) dropdown appears at the top of the page.
- 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).
- Select the Employee and adjust any fields you need to change for this case.
- 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.
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.
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.