Lumary WFM - This article explains how to adjust a pay batch.
A pay batch may need to be adjusted as there may be pay transactions that should only exist in pay batches and not timesheets, or, transactions that needs to be fixed after the calculation process failed in calculate a pay batch. This is an optional step that can be done before or after the calculation process.
Adjustments are for payroll only, not for invoicing. When a change is made that will impact tax, super, deductions, and allowances, the single payee pay batch or whole pay batch can be force recalculated.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
This article assumes that you have at least created and reviewed a pay batch. If you have not completed those steps, head over to the related links.
- While on the Pay Batch screen, go to the Review tab.
- Click the drop-down arrow on a payee pay batch record row.
- Click Adjustments. You have the ability to delete, edit, add adjustments within this screen against any pay transactions.
Navigating to the Adjustments view is great for you to get further details and insight into the transactions. This can be used in conjunction with the View Details summary view from review a pay batch.
- If any adjustments are made, the status of the pay batch will be updated to Uncalculated. You can force a re-calculation on the individual payee pay batch by clicking the blue dropdown button and select Force Calculate.
- If you prefer to calculate all payee pay batch records in bulk, you can navigate to the Calculate tab and select Force Calculate.
Once all adjustments are made, proceed to check if there are any flags that need to be actioned. Find out more about how to view, action and acknowledge flags. If not, you may proceed straight to finalise your pay batch.