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Employer Error Adjustments can be made by using the Employer Error Adjustment option under the Payroll Item or by using the Core>Payroll Item Employer Error Adjustment option.   Click here for more detail information regarding the Core >Payroll Item>Employer Error Adjustment option

To add an Employee Error Adjustment click on

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Employer Error Adjustment

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Audit Report option after creating/editing a Payroll Item

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from the Payroll Items record.

Click on the  button.

Enter a Start Date and Stop Date and click on button.

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• The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
• The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 
  

MTD Historical Totals (imported totals may not be accurate)  

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
  
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
•  To delete or cancel, click on 

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for City Tax, select a Position or leave blank for taxing of all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. (for example, Section 125 Non-Wages) If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

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Select Employee

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Active Date Range 

• The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
• The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
  
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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YTD Historical Totals (imported totals may not be accurate)  

Standard CF - User defined fields

Indiana County Tax - Setup for Indiana State Electronic filing  

**NOTE** Indiana requirements include: A Payroll Item Configuration City Tax record for the county tax record and a Payee address with IN as the state. A County Code needs to be entered in Code 1. The Payroll Item record for your employees for Indiana County tax will need to have a Deduction Type of “R” for Residence and the Indiana code in the Indiana W2 Instructions, Appendix A. The Indiana Code will need to be put in the Payroll Item Code 1 field.

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• Fixed (Amount)-When the Fixed option is chosen a fixed dollar amount must be entered in the Rate field field. Not a Valid option
• Percent (Tax percentage to be withheld)-When the Percent option is chosen the Rate field must contain the percentage to be withheld for the Other State.
• Tax Tables (Calculated by IRS tax tables)-Tax table Option not applicable for this Payroll Item. Not a Valid option

The Pay Cycle will always be 'Every pay of the month (even third pay)'.

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• The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
• The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 

The Error Adjustment field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. A negative amount in this field will give money back to the employee the next time the employee is paid. A positive amount in this field will withhold the amount in addition to the regular Payroll Item amount the next time the employee is paid. Select  to add an error adjustment:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for SERS Retirement, select a Position or leave blank for all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. If withholding at position level is set for Board Amount (400) then retirement annuity (590) and employer pickup (690 if applicable) are also required to be set at the position level. If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for STRS Retirement, select a Position or leave blank for all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. If withholding at position level is set for Board Amount (450) then retirement annuity (591) and employer pickup (691 if applicable) are also required to be set at the position level. If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

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Select Employee

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Total and Applicable gross *TD fields will not be updated on any effected Payroll Items. Use Core>Adjustments to update these fields. The error adjustment will only update the Amount Withheld *TD fields when processed through a pay or through Payroll Item Refund.

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Total and Applicable gross *TD fields will not be updated on any effected Payroll Items. Use Core>Adjustments to update these fields. The error adjustment will only update the Amount Withheld *TD fields when processed through a pay or through Payroll Item Refund.

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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The Advance Error Adjustment field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls.

Click on Image Removed Image Addedto Archive an employee's Employer SERS/STRS Payroll Item.

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The Start Date is the pay date of the payroll for which the Payroll Item should start being deducted. More information on start dates can be found in the "Start and Stop Dates" 
The Stop Date needs to be prior to the pay date of the payroll for which the Payroll Item should stop being deducted. More information on stop dates can be found in the "Start and Stop Dates" 

Employer Error Adjustments Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the employee portion of the Payroll Item. A negative amount in this field will give money back to the employee the next time the employee is paid. A positive amount in this field will withhold the amount in addition to the regular Payroll Item amount the next time the employee is paid. Click on :

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

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MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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For Payroll Item by Job for Medicare Retirement, select a Position or leave blank for all Positions available. If a Position number is entered in the Position field, only that jobs gross will be used when calculating the Payroll Item withholding amount. If the Position field is not assigned to a specific Payroll Item code the withholding amount will be based on the total gross paid on all jobs with a blank Position field. 

**NOTE** Any employee that was hired in 1985 or before, would be Grandfathered in and will not have to pay into Medicare

Select Employee

Select the Payroll Item

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll, then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• Pickup -  Check box if error adjustment is for an employer pickup amount
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date -  If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• Pickup -  Check box if error adjustment is for an employer pickup amount **See example below**
  
• To Delete or cancel, click on
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**** Medicare Full Pickup example **This calculation is the same for Full FICA Pick up****

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Employer Error Adjustments field is used to make corrections for over or under withholding of the Payroll Item in previous payrolls. This field is used for corrections to the board portion of the Payroll Item. A negative amount in this field will give money back to the board the next time the employee is paid. A positive amount in this field will cause the board to pay more in addition to the regular Payroll Item amount the next time the employee is paid.  Click on:

• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• Pickup -  Check box if error adjustment is for an employer pickup amount
  
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

The Total and Applicable gross *TD fields will not be updated on any effected Payroll Items. Use Core>Adjustments to update these fields. The error adjustment will only update the Amount Withheld *TD fields when processed through a pay or through Payroll Item Refund.

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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YTD Historical Totals (imported totals may not be accurate)

The Co-owner of bond is the ID and name of the co-owner of the bond.

Standard CF - User defined fields

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• Amount - enter in the amount of the error adjustment- Required field
• Description - Enter the description of the error adjustment
• Date - If the Date field is left blank then the Error Adjustment will be processed on the next processed payroll. If the Error Adjustment is to be processed on a specific payroll then the Date field must be a date within the payroll processing period (date range from Beginning Date of a payroll to Ending Date of a payroll) for the payroll you wish to have the Error Adjustment applied.
• To Delete or cancel, click on

MTD Historical Totals 

QTD Historical Totals (imported totals may not be accurate) 

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If a template needs to be updated, changing the existing template and saving the template with the same name will 'override' the existing template and the template be replaced with the changes.For example

First, go Core>Payroll Items and click Create.  Enter the employee name, payroll item needing to be added, and click Continue.  In the upper right hand corner, in the Choose Template dropdown select the appropriate template.  Make any changes to the existing payroll item template and click Save As Template.  In the Save Template As pop-up box, enter the name used on the prior template and click Save.  The next time the payroll item template is accessed and selected from the drop down, the updated information will populate.

For Example:

The existing Payroll Item template called MEDINA Sample 301 Template is currently saved with a Rate of 2.000.  The Rate needs to be changed to 3.000.

Select the template called MEDINA.

Image Removed.0000.

• Go to Core>Payroll Items and click Create.  Enter an employee name (that currently does not have this payroll item), the payroll item code, and click Continue.
• In the upper right hand corner, select the template called Sample 301 Template.  The rate on this template is currently 2.0000.

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• Update the Rate to 3.

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• 0000 and click Save As Template. In the Save Template As pop-up box, enter Sample 301 Template (the same name as used prior).  Click Save. Be sure to name the updated templated using the exact same name as the existing name.  Click 'Save As Template.'  Then enter the name and click Save.

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• The next time the payroll item is added and the

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• Sample 301 Template is selected, the rate of 3.

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• 0000 will be populated.

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Deleting Payroll Item Templates

If a template needs to be deleted, select the appropriate template from the drop down list and click the X.

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Edit Payroll Items

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