Making YTD adjustment with the Enter via table function

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Making YTD adjustment with the Enter via table function

Access: Year-end > YTD adjustments > Enter via table of adjustments

This function allows you to enter up to ten earnings or deductions for all employees in a single transaction.

The data entered and saved is transferred automatically to the YTD adjustments function.

Step 1: Parameters selection

1Under Employee display criteria, select items related to the company structure (or job numbers), work province and employment insurance rate.

2Select the Employee sort order.

3Under Selection of income/deductions to input, click on Add an item.

▪A maximum of ten earnings or deductions can be added.

Things to remember

▪If your company is configured for a per-week data entry, enter the number in the Week.

▪Earnings related to a bank are not accessible in this function.

4Click on Execute.

Step 2: Hours and amounts entry

5Under Employees, check Display code descriptions, if needed.

6Enter the Quantity, the Rate or the Amount according to the earnings or deduction types selected.

7Validate the Page total of each page.

Tips and tricks

To display more earnings or deductions in a single page (width of your screen), do not check Display code descriptions.

8Click on Save to save the changes. The transactions entered will be validated and the number of payments or modifications made will be displayed.

9You may proceed with the next employees or enter the data associated with the second week if your company is configured for a per-week entry

10Verify your totals and transactions with the Verification section. See Verifying the adjustments and Generating a report of the adjustments.

11Submit your payroll with the Process adjustments function. See Process adjustments.

Things to remember

▪If values are displayed in Quantity and Amount, it means that a year-end adjustment has already been created.

▪If there is a data entry error (field left blank, etc.), the error_massive and Warning icons are displayed to the left of the employee’s name. To view the message, you must place your mouse over the icon.

▪The Warning icon is displayed when there is more than one adjustment for an employee. In this case, the values displayed correspond to the first adjustment found by the system.

For more information

Employee YTD adjustments - Additional information

 

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