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Smartforce – Payroll Adjustment 

Casey Evans
  • Updated

In this article we will go over the 2 ways you can create a payroll adjustment.

How to Create a Payroll Adjustment (Option 1 - TLM Menu)

To create a payroll adjustment (option 1 - TLM menu):

1. Log onto the https://live.portal.valiant.com/ web portal as an admin or supervisor. 

2. Click on TLM, then click on Payroll Adjustment option under the Payroll Adjustments subheading. 

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You can either click on Create New OR Actions, Create New 

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Fill in the appropriate fields on the Payroll Adjustment page.

 

Adjustmwent.png

 

Click on the Drop Down Arrow next to Business Unit (1) to select the appropriate selection.  You can choose the appropriate Business Unit by either double clicking on the line item OR clicking Select 

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Click on the Drop Down Arrow next to Customer (2) and select the appropriate Customer by either double clicking on the line item OR clicking Select.

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Click on the Drop Down Arrow next to Location (3) and select the appropriate Location by either double clicking on the line item OR clicking Select. 

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Optional: Click on the Drop Down Arrow next to Position (4) and select the appropriate Position by either double clicking on the line item OR clicking Select.  This field is not necessary to create an adjustment.

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Click on the Drop Down Arrow next to Employee (5) and select the appropriate Employee by either double clicking on the line item OR clicking Select 

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Click on the Calendar icon to choose the correct Week Ending (6) you want to enter this adjustment in for. Click on the appropriate weekending date.

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Enter in the appropriate Rate (7) of pay. 

Enter in the number of Hours (8) the employee should be paid for.

Details (9)

NOTE: Typically the fields following Details (9) sections are left blank: 

    • Earning Type - Leaving this section blank will default to regular pay.  If you want to specify an earning type this will have to have been already created in the system, i.e. Holiday pay. 
    • Adjustment Group - This is used in conjunction with exporting payroll into another accounting system.   If set up, it can be assigned to a general ledger account. 
    • General Ledger Account - This is used in conjunction with exporting payroll into another accounting system.   If set up, it can be assigned to a general ledger account. 
    • Payroll Code - This is an optional informational field only.

Enter in a description in the Description 1 (10) section.

NOTE: This is a mandatory field.

Check the below Processing section fields that are applicable: 

mceclip1.png

Monthly (11)

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If this box is checked along with the Permanent (13) checkbox a payroll adjustment will be paid out every month to the employee on the same week ending as the one you are creating the payroll adjustment for.

Check the box for Yes or leave the checkbox blank for No.

Payroll Cycle (12)

Click on the Drop Down Arrow next to Payroll Cycle (12) and choose the appropriate selection.

 mceclip14.png

NOTE: This is a Mandatory field.  If a selection is not made you will not be able to save the payroll adjustment.

Permanent (13)

mceclip17.png

Check the box for Yes or leave the checkbox blank for No.

NOTE: Checking the Permanent checkbox with the Monthly (11) checkbox unchecked will make the payroll adjustment permanent on a Weekly basis.  When creating a Permanent payroll adjustment it will apply only to newly created weeks and will not add the payroll adjustment to weeks that have already been created.

 

Separate Check (14)

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This allows for the payroll adjustment portion of the employees pay to be paid out separately. 

Check the box for Yes or leave the checkbox blank for No.

 

Taxable (15)

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Check the Taxable checkbox for Yes or leave the checkbox blank for No.

 

Once the desired fields have been filled out click Save (16)

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A green pop-up SUCCESS banner will let you know that the Payroll Adjustment was created. 

mceclip15.png

 

How to Create a Payroll Adjustment (Option 2 - Schedule View)

To create a payroll adjustment (option 2):

1. Log onto the https://live.portal.valiant.com/ web portal as an admin or supervisor. 

2. Click on TLM, then click on any of the hierarchy options under the Schedule Maintenance sub-heading.

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3. Click Schedule Details next to the appropriate Position you want to view. 

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4. Right click on any employee that is scheduled and choose Manage Adjustments, Payroll 

 mceclip22.png

5. Fill in the appropriate fields on the Payroll page.

payroll.png

Enter in a description in the Description 1 (1) section.

NOTE: This is a mandatory field.

Details (2)

NOTE: Typically the fields following Details (2) sections are left blank: 

    • Earning Type - Leaving this section blank will default to regular pay.  If you want to specify an earning type this will have to have been already created in the system, i.e. Holiday pay. 
    • Adjustment Group - This is used in conjunction with exporting payroll into another accounting system.   If set up, it can be assigned to a general ledger account. 
    • General Ledger Account - This is used in conjunction with exporting payroll into another accounting system.   If set up, it can be assigned to a general ledger account. 
    • Payroll Code - This is an optional informational field only.

Check the below Processing section fields that are applicable: 

Enter the Hours /Rates (3) in the appropriate section either: 

  • Regular 
  • Holiday 
  • Overtime 

NOTE: As long as the earning type in the Details (2) section above is left blank you can choose multiple earning types.  If an earning type is selected then it will override any Hours/Rates adjustments. 

Check the below Processing section fields that are applicable: 

 

Monthly 

mceclip16.png

If this box is checked along with the Permanent  checkbox a payroll adjustment will be paid out every month to the employee on the same week ending as the one you are creating the payroll adjustment for.

Check the box for Yes or leave the checkbox blank for No.

Payroll Cycle 

Click on the Drop Down Arrow next to Payroll Cycle  and choose the appropriate selection.

 mceclip14.png

NOTE: This is a Mandatory field.  If a selection is not made you will not be able to save the payroll adjustment.

Permanent 

mceclip17.png

Check the box for Yes or leave the checkbox blank for No.

NOTE: Checking the Permanent checkbox with the Monthly checkbox unchecked will make the payroll adjustment permanent on a Weekly basis.  When creating a Permanent payroll adjustment it will apply only to newly created weeks and will not add the payroll adjustment to weeks that have already been created.

 

Separate Check 

mceclip18.png

This allows for the payroll adjustment portion of the employees pay to be paid out separately. 

Check the box for Yes or leave the checkbox blank for No.

 

Taxable 

mceclip19.png

Check the Taxable checkbox for Yes or leave the checkbox blank for No.

Click the drop down arrow next to Payroll Cycle and choose the desired selection. 

NOTE: This is a mandatory field.

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Once the desired fields have been filled click the Save button at the bottom right hand corner of the window. 

 mceclip25.png

A green pop-up SUCCESS banner will let you know that the Payroll Adjustment was created. 

mceclip15.png

How to Create a Payroll Adjustment (Option 3 - Employee TLM Profile)

To create a payroll adjustment (option 3 Employee TLM Profile):

1. Log onto the https://live.portal.valiant.com/ web portal as an admin or supervisor. 

2. Click on TLM, then click on Employee TLM Profile under the Employee TLM Master Profile sub-heading.

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3. Click on the employee you want to create a payroll exception for. 

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4. Click on the Adjustment Payrolls option in the Additional Attributes drop down menu in the Main Form section on the left hand side of the page.

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5. You can either click on Create New OR Actions, Create New 

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Fill in the appropriate fields on the Payroll Adjustment page.

 

Adjustmwent.png

 

Click on the Drop Down Arrow next to Business Unit (1) to select the appropriate selection.  You can choose the appropriate Business Unit by either double clicking on the line item OR clicking Select 

mceclip6.png

Click on the Drop Down Arrow next to Customer (2) and select the appropriate Customer by either double clicking on the line item OR clicking Select.

mceclip7.png

Click on the Drop Down Arrow next to Location (3) and select the appropriate Location by either double clicking on the line item OR clicking Select. 

mceclip10.png

Optional: Click on the Drop Down Arrow next to Position (4) and select the appropriate Position by either double clicking on the line item OR clicking Select.  This field is not necessary to create an adjustment.

mceclip9.png

Click on the Drop Down Arrow next to Employee (5) and select the appropriate Employee by either double clicking on the line item OR clicking Select.

NOTE: If you pick a different employee than the employee profile you're currently viewing, it will create an adjustment for the employee you choose, not the employee profile that you're in.

mceclip11.png

Click on the Calendar icon to choose the correct Week Ending (6) you want to enter this adjustment in for. Click on the appropriate weekending date.

mceclip13.png

Enter in the appropriate Rate (7) of pay. 

Enter in the number of Hours (8) the employee should be paid for.

Details (9)

NOTE: Typically the fields following Details (9) sections are left blank: 

    • Earning Type - Leaving this section blank will default to regular pay.  If you want to specify an earning type this will have to have been already created in the system, i.e. Holiday pay. 
    • Adjustment Group - This is used in conjunction with exporting payroll into another accounting system.   If set up, it can be assigned to a general ledger account. 
    • General Ledger Account - This is used in conjunction with exporting payroll into another accounting system.   If set up, it can be assigned to a general ledger account. 
    • Payroll Code - This is an optional informational field only.

Enter in a description in the Description 1 (10) section.

NOTE: This is a mandatory field.

Check the below Processing section fields that are applicable: 

mceclip1.png

Monthly (11)

mceclip16.png

If this box is checked along with the Permanent (13) checkbox a payroll adjustment will be paid out every month to the employee on the same week ending as the one you are creating the payroll adjustment for.

Check the box for Yes or leave the checkbox blank for No.

Payroll Cycle (12)

Click on the Drop Down Arrow next to Payroll Cycle (12) and choose the appropriate selection.

 mceclip14.png

NOTE: This is a Mandatory field.  If a selection is not made you will not be able to save the payroll adjustment.

Permanent (13)

mceclip17.png

Check the box for Yes or leave the checkbox blank for No.

NOTE: Checking the Permanent checkbox with the Monthly (11) checkbox unchecked will make the payroll adjustment permanent on a Weekly basis.  When creating a Permanent payroll adjustment it will apply only to newly created weeks and will not add the payroll adjustment to weeks that have already been created.

 

Separate Check (14)

mceclip18.png

This allows for the payroll adjustment portion of the employees pay to be paid out separately. 

Check the box for Yes or leave the checkbox blank for No.

 

Taxable (15)

mceclip19.png

Check the Taxable checkbox for Yes or leave the checkbox blank for No.

 

Once the desired fields have been filled out click Save (16)

mceclip20.png

A green pop-up SUCCESS banner will let you know that the Payroll Adjustment was created. 

mceclip15.png

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