Payroll Adjustments
| 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 |
| 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.
| Version | A |
|---|---|
| Date of Revision | May 22, 2023 |
| Description of Change Implemented | Initial Process Guide |
| Completed by | University Budget and Resource Planning |