Adjust Individual Balances for the US
There are three methods for adjusting individual balances.
Adjust Individual Balances task
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Person Results task
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Balance Results task
After performing the adjustment, verify it with the Payroll Process Results task.
For further info, see the following sections.
Adjust Individual Balances Task
Use the Adjust Individual Balances task to:
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Adjust balances for elements that you have processed during:
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Payroll run
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Balance initialization
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Create balance results for elements that haven't been processed during either of those operations
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Correct balance tax dimensions or tax jurisdictions
Person Results Task
Use the Person Results task when you need to adjust element entries that:
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Are already associated with a person
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Their contexts don't require updates
Don't use this method if:
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The person doesn't yet have an element entry to adjust
For example, the element was never assigned to the person and hasn't been processed in any of their previous payrolls.
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The element's input value contexts need to be updated
In these cases, use the Adjust Individual Balances task. For further info, see the previous section.
Adjust Balances Action
Use Adjust Balances on the Balance Results page when you need to adjust element entries that:
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Are already associated with a person
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Have contexts that don't require updates
Verify the Adjustment
After making the adjustments, use the Payroll Process Results task to verify the correct adjusted values.
If you set the adjustment to be refunded in the employee's payment, the payment amount includes the adjusted amount.
You can verify the amount in the employee's payment once a prepayment process runs for an effective date that includes the date of the adjustment.
For further info, see Verify the Results of a Balance Adjustment for the US in the Help Center.