Adding a Prior Period Adjustment
1. Confirm Pay Period Closure
Ensure that the time summary and expenses for the pay period are closed.
Please note that locking a pay period is reversible, but closing a pay period is not. PPA is used in cases where the pay period is closed.
Navigate to the affected employee’s timecard.
2. Enable Retro Modifications
Since the pay period is locked/closed, edits cannot be made directly.
Turn on the Allow Retro Modifications toggle to enable adjustments.
3. Add the Adjustment
Enter the necessary adjustment (e.g., a forgotten punch).
Verify that the pending differences appear correctly.
Exporting Prior Period Adjustments
1. Click “Export”
Select the pay period to which the adjustment should be exported.
Click Export to process the adjustment.
2. Verify the Timecard Update
Check the timecard that the prior period adjustment was exported to, to confirm that the adjustment has been recorded.
The adjustment should be labeled as a Prior Period Adjustment with the updated hours.
Reviewing Prior Period Adjustments in Payroll
View Payroll Data
In the payroll view, adjustments will be listed separately from regular payroll and expenses.
This helps differentiate standard payroll processing from adjustments made after the pay period closure.
Exporting Prior Period Adjustments for Payroll Processing
Each pay period, prior period adjustments need to be exported separately.
If adjustments need to be processed on a different timetable, you can export them individually.
Select all pending PPAs, click Export, and generate the file.
Tracking Export Status
A red notification bubble indicates pending exports.
Once exported, the pending adjustments count will reset.
Adjustments can be re-exported if necessary.
Please Note:
PPA is a complex module and should be used sparingly. Please reach out to support@findd.io if you require further training on this module.
PPA's function as expenses but are categorized distinctly.
Exporting adjustments ensures they are properly accounted for in payroll processing.
The system tracks whether an adjustment has been exported, preventing duplicate submissions.