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Recurring Adjustments

Recurring adjustments automatically apply to payroll runs on a schedule you define. Use them for any repeating addition or deduction that is not part of the employee's base salary structure -- such as a monthly internet stipend, a quarterly bonus, or an ongoing loan repayment.

What Are Recurring Adjustments?​

A recurring adjustment is created once and then automatically included in future payroll runs based on the frequency and duration you configure. This eliminates the need to manually create the same adjustment every month.

Examples:

  • Monthly internet allowance -- Rs. 1,500 addition every month for 12 months.
  • Salary advance repayment -- Rs. 5,000 deduction every month for 6 months.
  • Quarterly performance bonus -- Rs. 10,000 addition every 3 months.
  • Equipment EMI -- Rs. 3,000 deduction every month until the equipment cost is recovered.

Creating a Recurring Adjustment​

  1. Navigate to Payroll > Adjustments.
  2. Click + New Adjustment.
  3. Toggle the Recurring switch to On at the top of the form.
  4. Fill in the standard fields (employee, category, type, name, amount, currency).
  5. Configure the recurrence settings:

Recurrence Settings​

FieldDescriptionOptions
FrequencyHow often the adjustment repeatsMonthly, Bi-monthly, Quarterly, Semi-annually, Annually
Start DateThe first payroll period the adjustment applies toAny future payroll period
End ConditionWhen the adjustment stopsEnd Date (specific date), Occurrences (fixed number of times), or No End (continues until manually stopped)
End DateThe last payroll period (if using end date)Any date after start date
OccurrencesNumber of times to apply (if using occurrences)1 - 999
  1. Click Submit Recurring Adjustment.
tip

For salary advance repayments, use the Occurrences end condition. For example, if an employee received a Rs. 30,000 advance and you want to deduct Rs. 5,000 per month, set occurrences to 6.

How Recurring Adjustments Apply During Payroll​

When a payroll run is created, Omnivoo checks for active recurring adjustments scheduled for that period:

  1. Matching -- The system finds all active recurring adjustments where the current payroll period matches the frequency schedule.
  2. Inclusion -- Matching adjustments are automatically added to the payroll run as line items.
  3. Visibility -- They appear in the payroll preview alongside one-time adjustments, clearly labeled as "Recurring."
  4. Processing -- After the payroll run is approved and processed, the occurrence count is incremented.
info

If a recurring adjustment requires approval (based on your threshold settings), it must be approved once when created. Individual occurrences do not require separate approvals.

Managing Recurring Adjustments​

Viewing Active Recurring Adjustments​

  1. Navigate to Payroll > Adjustments.
  2. Click the Recurring tab.
  3. You will see all recurring adjustments with their current status, progress, and next scheduled date.

Pausing a Recurring Adjustment​

To temporarily stop a recurring adjustment without deleting it:

  1. Open the recurring adjustment detail view.
  2. Click Pause.
  3. The adjustment will not be included in payroll runs while paused.
  4. A "Paused" badge appears on the adjustment.

The occurrence count and end condition are preserved -- pausing does not count as an occurrence.

Resuming a Paused Adjustment​

  1. Open the paused recurring adjustment.
  2. Click Resume.
  3. The adjustment resumes from the next payroll period onward.

Cancelling a Recurring Adjustment​

To permanently stop a recurring adjustment:

  1. Open the recurring adjustment detail view.
  2. Click Cancel.
  3. Confirm the cancellation.

Cancelled adjustments are not deleted -- they remain in your records with a "Cancelled" status for audit purposes. Past occurrences that were already applied to processed payroll runs are not affected.

Editing a Recurring Adjustment​

You can edit certain fields on an active recurring adjustment:

  • Amount -- Changes apply to future occurrences only. Past occurrences are not retroactively updated.
  • End condition -- You can extend or shorten the duration.
  • Notes -- Can be updated at any time.

You cannot change the employee, category, type, or frequency after creation. If you need to change these, cancel the existing adjustment and create a new one.

Tracking Progress​

Each recurring adjustment shows a progress summary:

MetricDescription
Occurrences AppliedHow many times the adjustment has been included in processed payroll runs
Occurrences RemainingHow many more times it will apply (if using a fixed number of occurrences)
Total DisbursedThe cumulative amount added or deducted across all processed occurrences
Total PlannedThe expected total if all remaining occurrences are completed (amount x total occurrences)
Next ScheduledThe next payroll period the adjustment will apply to
StatusActive, Paused, Cancelled, or Completed
tip

Use the progress view to track salary advance repayments. At a glance, you can see how much has been recovered and how much remains.

Common Scenarios​

Monthly Internet Allowance for Remote Workers​

  1. Category: Addition > Type: Allowance.
  2. Name: "Monthly Internet Allowance."
  3. Amount: Rs. 1,500.
  4. Frequency: Monthly.
  5. End condition: No End (continues until paused or cancelled).

Salary Advance Repayment Over 6 Months​

  1. Category: Deduction > Type: Advance Repayment.
  2. Name: "Salary Advance Repayment -- Jan 2026."
  3. Amount: Rs. 5,000.
  4. Frequency: Monthly.
  5. End condition: Occurrences = 6.

Quarterly Retention Bonus​

  1. Category: Addition > Type: Bonus.
  2. Name: "Quarterly Retention Bonus."
  3. Amount: Rs. 25,000.
  4. Frequency: Quarterly.
  5. End condition: Occurrences = 4 (one year).