Payroll›Adding a Payroll Adjustment

Adding a Payroll Adjustment

Overview

From time to time payroll errors may occur, where caregivers may be over or underpaid. These billing adjustments can be easily made using the adjustments functionality from the Main Menu.

Accessing Payroll Adjustments

Go to the Main Menu, then click Adjustments

Screenshot.

Select Add New Adjustment

Screenshot.

  • If the caregiver was underpaid, select the radio dial button next to Charge/Pay
  • If the caregiver was overpaid, select the radio dial button next to Discount/Deduct from Pay
  • Next to Caregiver, select the client or caregiver name from the drop-down menu

Screenshot.

  • Set the date to the date the issue occurred on. This can be a future date
  • Type a short description
  • Put in the dollar amount to be adjusted as a positive number. You do not need to enter the $ sign.
  • Click Save Adjustment

Video

Was this article helpful?

Related articles

  • Adding a Payroll Adjustment — To add an adjustment for payroll, follow these steps:
  • Calculating Payroll — How to calculate payroll in Ankota, including filtering payable visits, generating payroll reports, and troubleshooting common issues.
  • Downloadable Payroll Reports — of the primary Ankota payroll reports available for download: the Payroll Report, Payroll Download Report, and Visit Data Warehouse Report.
On this page