The adjustment template can be found in Company > Adjustment Templates > Upload Adjustments > Download Excel Template.
Open the Excel template and this is how it looks.
Select or fill out the following depending on the required information:
Column A - Adjustment Type (*Required field)- Select the adjustment type from the dropdown (e.g. salary adjustment or reimbursable allowance).
Column B - Adjustment Name (*Required field) - Input the name for this template.
Column C - Adjustment code (*Required field) - Input a unique adjustment code.
Column D - Adjustment Amount - Input the adjustment amount. The best practice is to input zero in the meantime and change the amount accordingly when the template is used / inserted in the future.
Column E - Remarks - Input, if any.
Columns F & G (*Required fields) - If taxable, select "Yes" for both. If non-taxable, select "No" for both.
Column H - Maximum Amount - This is used for recurring adjustments. This means the adjustment will stop when it reaches the maximum amount input. Again, the best practice is to input zero first, then change when the template is used.
Column I - Amount will be divided per period (*Required field) - Selecting "Yes" will split the total adjustment amount (column D) into two. Selecting "No" will require you to input an answer in Column J.
Column J - Apply Period - (*Required if "No" is selected in Column I) - input "1" or "2" to indicate which period the amount will be assigned to. If you selected "Yes" in Column I, you can leave this blank.