Adjusting earnings and deductions massively

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Adjusting earnings and deductions massively

Access: Payroll > Tools > Mass entry > Adjustments

This function allows you to adjust earnings or deductions massively for a specific group of employees.

Banks and bank-related earnings are excluded.

1Select the Company, if applicable.

2Under Filters, select search filters, if needed.

3Under Criteria, select a Field for an additional filter using an Operator and a Value.

4Select an Employees sort order.

5Under Parameters, select a Remuneration type.

▪If you selected “Separate payment - same pay period”, select the Period.    

6Check Payment by cheque to issue a cheque for your employees.    

▪You will be able to uncheck this option for some employees afterwards.

7Under Earnings/deductions to be entered, click on Add an earning / a deduction.

8Select the Earning or the Deduction.

9Repeat the previous steps to add more earnings or deductions.  

10Click on Execute.

11Under Adjustment list, enter or modify the Quantity, the Rate and the Amount as needed.

12Check Week taxes as needed.

▪Week taxes only appears if the company’s annual payroll frequency is 26 pay periods.  

Important

Weekly taxes: For an annual payroll frequency of 26 pay periods, you can check this box only if you have vacations to pay for a future pay period (vacation paid in advance). Its function is to set the QPP exemption and calculate the federal and provincial taxes on an annual payroll frequency of 52 pay periods. The employee will thus be paying a little more taxes.

For any other situation, the QPP/CPP exemption and taxes should always comply with the payroll frequency of your company.

13If needed, check By cheque if you have not already done so.  

▪By cheque only appears if there is at least one employee within the company whose payment method is “Deposit” or “Memo”.

Things to remember

▪Click on the Selection criteria hyperlink to see the selection criteria defined at the previous step.

▪Check or uncheck the header box to select all employees. This may be useful when there are several pages and an entire page must be removed.

▪You can exclude employees from the mass payment by unchecking the boxes in front of their names.

▪If your business has the Weekly data entry option, enter the Week 1 or 2 for each earning or deduction.  

▪If your company uses cost distribution, the % dist. (Current and New) and CD columns are displayed. These columns allow you to check a box in order to distribute the cost percentage (only if the employee has cost distribution in their file) or to click on the Info icon to see the cost distribution associated to the earning or deduction.

▪If the company uses the Group Insurance solution, the Allocation group column appears in read only. For more information, click hmtoggle_plus1 here.

▪If the group insurance information is in the employee file (Employee file > Employee > Benefits > Group insurance), it will display in the Allocation group for any employment plan status other than Other with ins. (Other without insurance).

▪If the employee’s employment plan status is Other with ins., the Allocation group will be blank.

▪If there is no group insurance information in the employee file, the Allocation group will be blank.

▪If there is an error, the mesg erreur rouge icon appears on the left of the employee’s line. Slide the mouse over the icon to view the error message. If you still wish to save the page, uncheck the box that corresponds to the employee.

14Click on Save to complete the procedure. A message will confirm the number of successfully created adjustments in the Enter pay.      

For more information

Entering payroll data - Additional information