How to Add/Modify YTD Record Adjustments

This screen is used to make corrections to YTD records that impact reporting of TPP information as well as the T4 reporting process.

Use the following steps to Add/Modify YTD Record Adjustments:

          1. Click on Payroll

          2. Click on Pay Process

          3. Click on YTD Record Adjustments

          4. Enter an Employee ID value

          5. Select an Employee Group value

          6. Select a Year value

          7. Enter a Include tax related YTD adjustments in future tax calculations (Y/N) value (If applicable)

          8. Click the Find button at top of the menu bar to see all records in the database.

          9. Right-click the grey grid below the Entity Type column and Select New Record to add a new record

          10. Enter in the relevant information within the grid (All fields are Mandatory) (Consult the user guides for more information about each field)

          11. Click the Save button to save your changes.