Utilities - Batches - Backdated Adjustment Batch

Backdated adjustment for the current Tax year for more than one employee can done using the Backdated Adjustment Batch.

From Navigation Pane                

Expand            Utilities
Expand            Batches                                                                                                                          
Double Click   System Defined Batches                                                                                                   
Select               Adjustment Batches

Click on Create Import Batch File to export a file with no employee data.



Select the Company Rule and the Pay Run Definition where you want to do adjustment.

Click on OK.

 

Select the format and location to where the file must be export, then click OK.

The processing meter will show the progress on the export, then click OK

 

The following message will be displayed: 

Open the MS Excel Spreadsheet from the saved location. The spreadsheet will contain all the relevant column headings. From here all the other information can be added or edited before the batch is imported again.

Following is an indication on how to complete the MS Excel sheet.

Once the Excel sheet has been completed, Save and navigate back to the system.

Click on the process button on the ribbon to import the sheet.

 

Browse to the saved MS Excel sheet and click on OK.

 

 The processing meter will display the progress on the import.  Click on OK

Review the information to be imported. If all the information is correct, click on OK to continue.

 

The batch results will display if the import was successful. 

 

Close the screen. 

The following screen will display.  Click on OK to finish the process.