Adding a Payroll Adjustment

To add an adjustment for payroll, follow these steps:

• Go into “Adjustments” (main menu under billing).

• Select "Add New Adjustment".

• If you need to pay them more more click "Charge/Pay", if you paid too much, click "Discount/Deduct from Pay".
• Click “Caregiver”.
• Select the client or caregiver name from the drop down menu

• Set the date to the date the issue occurred on (can be future).
• 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"

Need to see more? Watch this short video!

Test your knowledge! Take the Quiz