Applying Miscellaneous Adjustments

1.   Click the FilterFilter link and select the criteria by which you want to filter the employees.

2.   Select the specific value you want in the Filter By drop-down list to change the display of the Time Clock Review screen.

      Note:  Any selection aside from All Records in the Filter By drop-down list will bring up a second drop-down list to allow you the option to filter by a specific criterion within the filter topic chosen.

3.   Check the box next to one or more Other Options to further control what data is included in the results.

• Show Contractors - Check this box if you want to display any contract employees who work for you.  You may uncheck this box to remove contract employees from the display.

• Show International Employees - Check this box if you want to display any international employees who work for you.  You may uncheck this box to remove international employees from the display.
  Note: This filtering option is only available if your organization selects to activate the ExponentHR international option.

• Show Actual Worked Hours - Check this box if you want to display the actual REG/OT/DT hours (from the Time Clock Report) that the listed employees punched—this option does not use the Standard Hours base amount.
  Note: If an employee’s Calculated Work Hours are not equal to their Actual Worked Hours, the employee's hours will be highlighted;you may mouse-over the highlighted hours to show a hovering link with the employee’s Calculated Worked Hours.

• Show REG Hours Column - Check this box if you want to include a REG Hours column showing all regular hours.

• Show O/T Hours Column - Check this box if you want to include an O/T Hours column showing all overtime hours.

• Show D/T Hours Column - Check this box if you want to include a D/T Hours column showing all double-time hours.

• Supervised Employees Only - Check this box if you want to limit your view to employees who work directly for you.
  Note: This is checked by default if you are a payroll administrator.

• Unreported Exempts Only - Check this box if you want to display unreported exempt employees (those who do not report time).

• Unapproved Employees Only - Check this box if you want to limit your view to employees whose time you have not yet approved.

• Employees with OT Hours Only - Check this box if you want to display employees who received overtime pay in this period only.

• Employees with 0.00 Total Hours Only - Check this box if you want to limit your view to only those employees who did not report any hours in the pay period.

• Employees with 0.00 Worked Hours Only - Check this box if you want to limit your view to only those employees who did not work any hours in the pay period.

• Employee with Supplemental Items Only - Check this box if you want to limit your view to only those employees who have supplemental pay posted in the pay period.

• Employee with Min Wage Gross Up Only - Check this box if you want to limit your view to only those employees to whom the minimum wage gross-up applies.

          Result: The Time Clock Review page displays the employees meeting the classification filter(s) you selected.

4.   Click the Apply button.

Note: If you choose All for a criterion, the results will be grouped and sub-totaled by that criterion.

 

In cases where you need to deduct pay from an employee's paycheck, you can make a one-time (non-recurring) deduction through miscellaneous adjustments in Time Clock Review.

One of your factory workers has lost his uniform and needs to purchase another to replace it. Using the Miscellaneous Adjustments feature, you can set up a one-time deduction to cover the expense of the uniform.

To deduct pay from an employee's paycheck:

1.   Select the Misc Deduction option from the drop-down box on the left.

The Type drop-down box displays new options.

2.   Select the deduction code from the Type drop-down box.

3.   If necessary, enter an explanation of why the bonus pay is being added in the available Optional Description text box.

Note: If you would like to hide this adjustment from the employee, select the Hide Adjustment from Employee check box. The bonus will not be visible to the employee until the pay day.

4.   Enter the amount to be deducted from the employee's check in the selected pay period in the Amount box.

5.   Click the SubmitSubmit button.

Result: The deduction you just applied displays on the Deductions Submitted for Selected Period table.

In cases where you would like to reward employees for their performance, you can apply bonus pay to an employee's pay check in a specific pay period.

One of your operation managers has requested that a certain employee receive bonus pay for a project they worked on over the past few weekends.  By using the miscellaneous adjustments feature in ExponentHR, you can easily add bonus pay to an employee paycheck.

To add bonus pay to an employee's pay check:

1.   Select the Misc. Adjustment option from the drop-down list indicating the type of item you are wanting to report.

The Type drop-down box displays new options.

2.   Select applicable bonus earning code from the Type drop-down box.

3.   If necessary, enter an explanation of why the bonus pay is being added in the available Optional Description text box.

Note: If you would like to hide this bonus from the employee, select the Hide Adjustment from Employee check box. The bonus will not be visible to the employee until the pay day.

4.   Enter the bonus amount to be added to the employee's check in the selected pay period in the Amount box.

5.   If necessary, add any additional details about the entry in the Notes text box.

6.   If the Overtime Adjustment Applicability area displays, you can choose to apply the supplemental pay to past overtimeapply the supplemental pay to past overtime.

7.   Click the SubmitSubmit button.

Result: The bonus pay you just applied displays on the Dollars Submitted for Selected Period table. The employee will now be paid the additional amount you entered this pay period.

 

In cases where you'd like an employee to receive a commission, you can apply commission pay to an employee's paycheck for a specific pay period.

You have received the sales commission payments from the Sales Manager and need to enter the appropriate amounts for each employee that is due commission. By using the miscellaneous adjustments feature in ExponentHR, you can easily add commission pay for an employee.

To add a commission amount to an employee's pay check:

1.   Select the Misc. Adjustment option from the drop-down list indicating the type of item you are wanting to report.

The Type drop-down box displays new options.

2.   Select applicable commission earning code from the Type drop-down box.

3.   If necessary, enter an explanation of why the commission pay is being added in the available Optional Description text box.

Note: If you would like to hide this commission from the employee, select the Hide Adjustment from Employee check box. The commission will not be visible to the employee until the pay day.

4.   Enter the commission amount to be added to the employee's check in the selected pay period in the Amount box.

5.   If necessary, add any additional details about the entry in the Notes text box.

6.   If the Overtime Adjustment Applicability area displays, you can choose to apply the supplemental pay to past overtimeapply the supplemental pay to past overtime.

7.   Click the SubmitSubmit button.

Result: The commission pay you just applied displays on the Dollars Submitted for Selected Period table. The employee will now be paid the additional amount you entered this pay period.

 

In cases where an employee has received a raise and you need to apply their new rate to hours previously paid, you can use retroactive pay adjustments to compensate the employee at their new pay rate.

Note: To calculate and post the retroactive pay amount, see the Related Help Topic Calculating Retroactive Pay.

In cases where you need to record employer contributions on an employee's paycheck, you can make a one-time (non-recurring) adjustment through miscellaneous adjustments in Time Clock Review.

 

To record employer contributions:

1.   Select the ER Contribution option from the drop-down list indicating the type of item you are wanting to report.

The Type drop-down box displays new options.

2.   Select applicable employer contribution code from the Type drop-down box.

3.   If necessary, enter an explanation of why the employer contribution is being added in the available Optional Description text box.

Note: If you would like to hide this employer contribution from the employee, select the Hide Adjustment from Employee check box. The employer contribution will not be visible to the employee until the pay day.

4.   Enter the employer contribution amount to be added to the employee's check in the selected pay period in the Amount box.

5.   If necessary, add any additional details about the entry in the Notes text box.

6.   Click the SubmitSubmit button.

Result: The employer contribution you just applied displays on the ER Contributions Submitted for Selected Period table.

In cases where you need to adjust tip amounts on an employee's paycheck, you can perform miscellaneous adjustments in Time Clock Review.

To apply tips to an employee's paycheck:

1.   Select the Misc. Adjustment option from the drop-down list indicating the type of item you are wanting to report.

The Type drop-down box displays new options.

2.   Select applicable tip earning code from the Type drop-down box.

3.   If necessary, enter an explanation of why the tip is being added in the available Optional Description text box.

Note: If you would like to hide this tip from the employee, select the Hide Adjustment from Employee check box. The tip will not be visible to the employee until the pay day.

4.   Enter the tip amount to be added to the employee's check in the selected pay period in the Amount box.

5.   If necessary, add any additional details about the entry in the Notes text box.

6.   If the Overtime Adjustment Applicability area displays, you can choose to apply the supplemental pay to past overtimeapply the supplemental pay to past overtime.

7.   Click the SubmitSubmit button.

Result: The tip pay you just applied displays in the Tips Submitted for Selected Period table.

In cases where you need to make adjustments to cash receipts on an employee's paycheck, you can perform miscellaneous adjustments in Time Clock Review.

Note: You can enter a positive or negative adjustment.

To make adjustments to cash receipts on an employee's paycheck:

1.   Select the Misc. Adjustment option from the drop-down list indicating the type of item you are wanting to report.

The Type drop-down box displays new options.

2.   Select applicable cash receipts earning code from the Type drop-down box.

3.   If necessary, enter an explanation of why the cash receipts entry is being added in the available Optional Description text box.

Note: If you would like to hide the cash receipts from the employee, select the Hide Adjustment from Employee check box. The cash receipts entry will not be visible to the employee until the pay day.

4.   Enter the cash receipts amount to be added to the employee's check in the selected pay period in the Amount box.

5.   If necessary, add any additional details about the entry in the Notes text box.

6.   If the Overtime Adjustment Applicability area displays, you can choose to apply the supplemental pay to past overtimeapply the supplemental pay to past overtime.

7.   Click the SubmitSubmit button.

Result: The adjustment you just recorded displays in the Sales Receipts Submitted for Selected Period table.

In cases where you need to make adjustments to credit card receipts on an employee's paycheck, you can perform miscellaneous adjustments in Time Clock Review.

Note: You can enter a positive or negative adjustment.

To make adjustments to credit card receipts on an employee's paycheck:

1.   Select the Misc. Adjustment option from the drop-down list indicating the type of item you are wanting to report.

The Type drop-down box displays new options.

2.   Select applicable credit receipts earning code from the Type drop-down box.

3.   If necessary, enter an explanation of why the credit receipts entry is being added in the available Optional Description text box.

Note: If you would like to hide the credit receipts from the employee, select the Hide Adjustment from Employee check box. The credit receipts entry will not be visible to the employee until the pay day.

4.   Enter the credit receipts amount to be added to the employee's check in the selected pay period in the Amount box.

5.   If necessary, add any additional details about the entry in the Notes text box.

6.   If the Overtime Adjustment Applicability area displays, you can choose to apply the supplemental pay to past overtimeapply the supplemental pay to past overtime.

7.   Click the SubmitSubmit button.

Result: The adjustment you just recorded displays in the Sales Receipts Submitted for Selected Period table.