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Add backdated adjustments

Created on  | Last modified on  Highlight Matches

Summary

How to capture, edit, or delete backdated adjustments on an employee’s payslip in Sage 300 People.

Description

Backdated adjustments allow you to correct or update payslip amounts for previous periods within the current tax year. These adjustments affect the total calculation for the current payslip and impact the net salary. You can't adjust certain line types, such as PAYE, SDL, and UIF, using this feature.

Resolution

  1. On the Navigation Pane, expand Employee Management.
  2. Double-click Employees.
  3. Select the applicable employee.
  4. Click Payslip Detail.

Access backdated adjustments

  • The Backdated Adjustments button is available on:
    • Earnings
    • Deductions
    • Company Contributions
    • Fringe Benefits
    • Private Contributions
    • Provisions
  • It isn't active for:
    • PAYE
    • UIF (Deduction and Company Contribution)
    • SDL

Capture or edit adjustments

  1. Select the payslip line to adjust and click Backdated Adjustments.
  2. In the Backdated Adjustments Detail screen:
    • New: Add a new adjustment.
    • Delete: Remove an adjustment.
    • Undelete: Restore a deleted adjustment.
    • Broken Rules: View mandatory warnings or errors.
    • Close: Exit the screen.
  3. Enter details:
    • Effective Period: Select a history period within the current tax year.
    • Amount: Enter the adjustment value.
  4. Click Close to save changes.

Review totals

The Backdated Adjustment Amount column shows the sum of all adjustments for the current period.

Total calculation:
Total = Fixed + Recurrence Amount + Amount + Backdated Adjustment Amount – Pro Rata Amount + BF Amount (Deductions only) – CF Amount (Deductions only)

 NOTE: To prevent the backdated amount from affecting the current net salary, specify a negative definition or ‘advance.’