Adjusting Year-to-date for an employee

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Adjusting Year-to-date for an employee

Access: Payroll > Data Entry > Pay and adjustments > YTD adjustment

This function allows you to cancel year-to-date (YTD) adjustments or an entire pay (cancelled payment), or add a YTD adjustment (manual payment) to an employee file.

For example, the following situations require a YTD adjustment:

The cancellation of a payment (cheque, without payment or direct deposit generated by the payroll application using the “Cancelled payment” option.

A payment made in-house by your company which requires a YTD adjustment using the “Manual payment” option.

Important

A YTD adjustment using the “Manual payment” option does not generate a payment and using the “Cancelled payment” option does not cancel an employee’s deposit or cheque.

To cancel a payment, use the Stop payment function.

Since a YTD adjustment does not generate a payment, the employee will not receive a pay stub detailing the applicable deductions, but the YTD values and the entry will be included in the payroll record.

If an employee wants a pay stub in order to view the deductions, use the Separate payments function. This function generates a pay stub in addition to adjusting the YTD amount and displaying the entry in the payroll record. However, to avoid performing a payment, do not forget to include a deduction of the same amount as the net value.

 

hmtoggle_plus1Performing a cancelled payment

 

hmtoggle_plus1Performing a manual payment

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