Adjustment import

The Payroll Adjustment Import is an off-cycle import process used to load adjustment records. This is used for off-cycle payroll corrections or adjustments, such as one-time payments or deductions requiring processing outside of the regular payroll cycle.

You can add fields in the import file depending on the record type. For example, if you are including deduction records in your adjustment import you must add the fields that are applicable.

See the master file layouts for Payroll Imports in KB3631943.

Importing records from a source file

  1. Select Administration Console > Database.
  2. In the Import pane, click Import to Database.
  3. Specify this information:
    Business Class
    Select PayrollAdjustmentImport.
    Source File Format
    Select Zip File or CSV for the source file.
    TipWe recommend using a CSV file.
    Import Filename
    Specify the exact file name including the file extension.
  4. Click Submit.

Processing the adjustment import records

  1. Select Off Cycle.
  2. Click the Off Cycle Reports tab.
  3. In the Adjustment Import pane, click Payroll Adjustment Import.
  4. On the Imported tab, click Process Records.
  5. Click Submit.

    Once records are in a Processed state, they move from Historical Adjustment Import to Pending Historical Adjustments.

    Once Processed, the Records are now Adjustments.

  6. To view Adjustments, select Off Cycle and click the Adjustments tab.