Retirement Adjustments
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.
1. From the Payroll menu, click Retirement Adjustments.
The Retirement Adjustments screen defaults to the Adjustments tab.
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.
4. Select the applicable Plan from the pull-down.
5. Enter the Salary, Hours, Contributions, Deductions, and Period Care in the provided text boxes.
6. Select the Adjustment Month from the pull-down.
7. Select the Adjustment Year from the pull-down.
8. Select the Send Month and the Send Year from the corresponding pull-downs.
9. Press the Enter key to save the adjustment.
1. From the Payroll menu, click Retirement Adjustments.
The Retirement Adjustments screen defaults to the Adjustments tab.
2. Click the applicable to make edits.
Changes save automatically.
3. To delete an adjustment, click the delete button (red minus sign).
a. Click OK to confirm the deletion.
