Apply Adjustments

From employees' insurance to their 401k's, apply any benefits or other adjustments they qualify for.

You must have accounting administrator permissions to perform this task. You must set up payroll adjustments before you can apply them to your employees. If you clicked Next from the previous section and have not exited, disregard the first two steps.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Adjustments tab, select or add a new adjustment, like health insurance or retirement, and enter the amount or percentage of the adjustment.
  4. Click Add. If this employee has more adjustments, you can repeat the previous step and this one to add more.
  5. If you want to continue with this employee, click Next:Time Off. If you want to return to this later, click Save & Close.

Apply Another Adjustment

Apply new benefits and adjustments for employees who opt in to or qualify for them the longer they work.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Adjustments tab, click Add Adjustment.
  4. Select or add a new adjustment, like health insurance or retirement, and enter the amount or percentage of the adjustment.
  5. Click Add. If the employee qualifies for more adjustments, you can repeat the last three steps, including this one, to add more.

Edit an Employee's Adjustment

Make a change to an employee's benefit or adjustment.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Adjustments tab, click the ellipsis icon beside the adjustment you want to edit and select Edit.
  4. Select or add a new adjustment, like health insurance or retirement, and update the amount or percentage of the adjustment.
  5. Click Save.

Remove an Employee's Adjustment

If an employee no longer wants or qualifies for a benefit or adjustment, remove it.

You must have accounting administrator permissions to perform this task.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Adjustments tab, click the ellipsis icon beside the adjustment you want to remove and select Remove. If the employee associated with this adjustment is part of a payroll run, you cannot remove it until you remove the employee from the run and timesheet group or the run is complete.
  4. To confirm the removal, click Yes.