How do I remove an allocation?
Deleting an allocation in payroll is done when the allocation no longer reflects how an employee's wages or costs should be distributed. Allocations directly impact how payroll expenses are charged to funds, departments, projects, or accounts. Removing an incorrect or outdated one prevents reporting errors.
Do this...
1. Open Connect Human Resources > Employees > Modify Existing Employees.
2. Use the Employee field to enter an employee name or number. Press Enter.
3. Click to select the Positions tab.
4. Use the pane on the Positions tab to select the position that you want to update.
5. Click to select the Wage subtab.
6. Use the Allocation table to select the allocation that you want to delete.
7. Use the toolbar on the Allocations tab to click Delete the Selected Allocation.
8. Adjust the percent on the remaining allocations to total 100%.
Note: The total percent for the employee's allocations must equal 100.00% or you won't be able to save the allocation changes.
The allocation is deleted.
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