How_do_I_adjust_benefit_amounts_

How do I adjust benefit amounts?

Benefits

Calculating benefit amounts is a step in the Each Pay Period steps checklist. If you review calculated benefit amounts and you see an error, you can use the Enter Benefit Adjustments routine to enter the correct amount. 

Why does the Enter Benefit Adjustments view look different? In the 2022.05 release, the Enter Benefit Adjustments view was updated to include a new look and faster processing.  

Entering benefit adjustment

1. Open Connect Payroll > Employees > Enter Benefit Adjustments. 

The check issue date will use the current date as the default date. Connect selects the default journal code for recording payroll benefits (for example, PB) and uses the next available reference number. 

 

2. Enter the employee information for the employee that needs the benefit adjustment. 

The benefits register will help you review and verify calculated benefit amounts. It will also help you fill in the information that you will need to enter a benefit adjustment.  


Employee

Enter an employee name or number. 

 

Pay code

Enter the benefit pay code that needs to be adjusted. This field will not be available until you enter an employee name or number. 

 

Job number

This field is optional. If you're using Project Accounting to track benefits, enter a job number. The debit account on the job will be displayed as the debit account for the benefit adjustment. 

This field will not be available if the Project Accounting interface is not set up. 

 

Use employee allocations

Use the allocations assigned to the employee position to allocate the benefit adjustment. If the allocation is 0.00% on the employee position, you will be prompted to manually allocate the benefit adjustment. 

If this checkbox is selected and you enter a job number, GL credit account, or GL activity, then the job number, GL credit account, or GL activity will replace the allocation values. 

 

Debit account

Entering a pay code will fill in the debit account with the debit account that's on the pay code. If the debit account on the pay code is a partial account and the employee allocation only has one allocation, Connect will fill in the masked segments of the partial account with the pay code from the allocation record.  

 

Credit account

Entering a pay code will fill in the credit account with the credit account from the pay code.

  • If the credit account on the pay code is a partial account and the employee allocation only has one allocation, Connect will fill in the masked segments of the partial account with the pay code from the allocation record. 

  • If employee allocation has more than one allocation, Connect will use the partial GL account from the employee pay code. 

 

GL activity

This field is optional. If the General Ledger interface is set up and the option to allow activity reporting is selected, enter an activity number. Activity numbers are set up in Connect General Ledger and they allow you to track transactions from Connect applications. 

 

Description

Enter a transaction description for recording a benefit adjustment. 

 

Amount

Enter a benefit adjustment amount. Enter the amount as is to enter a positive amount (00.00). Press the minus (-) sign followed by the amount to enter a negative amount (-00.00). 

 

3. After you enter the adjustment amount, press Enter again to save the benefit adjustment. 

The benefit adjustment transaction displays in the Benefit Transactions grid. To verify the benefit adjustment, use the Pay tab in Employee Inquiry or reprint the benefits register. 

202205, 2022Mar08

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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