Documentation for Administrators

Retirement Adjustments

Updated on

The Retirement Adjustments screen allows users to add manual adjustments to retirement records including Employee, Type and/or Plan, Salary, Hours, Contributions/Deductions, the Adjustment month, and more. See Setup > District Codes > Adjustments tab for information on the codes used here.

Adding a Retirement Adjustment

1. From the Payroll menu, click Retirement Adjustments.

Retirement Adjustments

The Retirement Adjustments screen defaults to the Adjustments tab.

Retirement Adjustments

2. To add an adjustment, start by selecting the Employee from the pull-down in the top blank row.

3. Select the Type of adjustment from the pull-down, such as Other, Member Suspended and Reinstated with Pay, Adjustments from compliance audit.

Retirement Adjustments

4. Select the applicable Plan from the pull-down.

5. Enter the Salary, Hours, Contributions, Deductions, and Period Care in the provided text boxes.

Retirement Adjustments

6. Select the Adjustment Month from the pull-down.

7. Select the Adjustment Year from the pull-down.

Retirement Adjustments

8. Select the Send Month and the Send Year from the corresponding pull-downs.

9. Press the Enter key to save the adjustment.

Retirement Adjustments
Editing and Deleting an Adjustment

1. From the Payroll menu, click Retirement Adjustments.

Retirement Adjustments

The Retirement Adjustments screen defaults to the Adjustments tab.

Retirement Adjustments

2. Click the applicable to make edits.

Retirement Adjustments

Changes save automatically.

3. To delete an adjustment, click the delete button (red minus sign).

Retirement Adjustments

a. Click OK to confirm the deletion.

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