Payroll Adjustments

**Business Process Guide**
Date Created	May 22, 2023
Process Name	Payroll Adjustments and Corrections
Version Number	A
Procedure Number	0008
Process Owner	University Budget and Resource Planning
Date of Last Update	May 22, 2023

**Introduction**
Purpose	Submit information to adjust an employee’s previously posted payroll.
Scope	Scope of this document pertains to Sonoma State University's version of Data Warehouse and HRS.
Document Management	University Budget and Resource Planning retains all copies of Business Process Guides and handles distribution.
Roles and Responsibilities	University Budget and Resource Planning retains responsibility for the accuracy of the information within Questica Budgeting software.

**Process**
STEP	SCREENSHOT
1. Navigate to the LCD Dashboard in Data Warehouse
2. Navigate to Employee Detail
3. Fill out the following fields: Business unit =”SOCMP” Fiscal Year = Current year Accounting period = leave blank CSU Charge Period = leave blank Name = Name of Employee Empl ID = Employee ID
4. Verify information on screen. If information is correct, export formatted Excel version
5. Open file in Excel and highlight values that need to be adjusted.
6. Indicate on sheet where payroll should be reclassed. If wages need to be split between different chartstrings, indicate all chartstrings and their respective percentages.
7. Save file with employee name from cell B5. Example: “Taylor, Shawn M”
8. Send email to budget@sonoma.edu with a subject “Payroll Adjustment for ‘employee name from B5’ and attach the Excel file.
9. Once adjustment has been posted you will receive an email confirmation. We suggest that you check Data Warehouse (Financial Reporting or Labor Cost Distribution) to verify that the correction was posted and done correctly the next business day.

**Change History**
Version	A
Date of Revision	May 22, 2023
Description of Change Implemented	Initial Process Guide
Completed by	University Budget and Resource Planning