Prepare a pay adjustment for payroll review
Prepare an existing employee’s compensation adjustment using the correct amount basis and effective date, then make the payroll handoff clear.
Part of Prepare a pay change for review
Prepare a pay adjustment for payroll review
Prepare an existing employee’s compensation adjustment using the correct amount basis and effective date, then make the payroll handoff clear.
Before you start: Have the approved change, exact employee, currency and pay-frequency basis, effective date and terms that must remain unchanged. Use your organisation’s compensation and payroll review process.
Steps
1. Open People → Compensation → Payroll Register and find the exact employee. Use the row menu → View details to inspect the current Compensation Snapshot, including base salary and its frequency.
2. Compare the approved change with the current source. Distinguish base salary from gross pay, total compensation and any full-time-equivalent comparison. Resolve a missing currency, frequency or effective-date basis before entering an adjustment.
3. When useful, use View payslip history, then re-identify the correct employee and period in Payslips and open its eye control. Compare base, allowances, bonuses, gross, deductions and net without treating a generated payslip as proof of payment.
4. Return to the payroll row and select Open adjustments. The destination can be unfiltered, so check the exact employee and change before interpreting rows. If the intended adjustment already exists, skip steps 5–6 and review that record without creating another.
5. Select Create Adjustment. In Create Compensation Adjustment, select the exact Employee, choose the appropriate Adjustment Type, and check Current Value against the active record.
6. Enter New Value on the established amount basis, the approved Effective Date and a concise Reason identifying the decision and unchanged terms. Review the whole form and select Create once. Do not use the amount of an increase where the field requires the new total value.
7. Return to Adjustments and identify the saved employee/change record. Compare the retained amounts, date, reason and actual state where exposed. Check the employee’s current compensation separately; creating an adjustment is not proof that it has been approved or applied to payroll.
8. Give the payroll owner the exact employee, change, effective date, affected period and unchanged components. Confirm their handling of the cutoff and any required review, then compare the resulting period calculation when available. Payment remains a separate process.
Expected result
The intended adjustment is prepared with an explicit basis and a usable payroll handoff, without claiming an unverified approval, payroll application or payment.
Common pitfalls
- Add Compensation is for initial compensation entry, not an assumed editor for an existing active record.
- Do not change a salary band to hide an incorrect employee amount or create another adjustment after an uncertain response without checking the first.
- Keep pay information within the appropriate restricted audience; a general task need not expose the salary.
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