Pay Run ID: The value indicates which paycheck this adjustment will appear on. Payline Adjustments can be added for the current pay period (if prior to the payline load for the current payroll week) or any future pay period. However; for a Payline Adjustment to be created using this page, the employee must be active during the payroll period for which the adjustment is made.
Empl ID: This indicates for which employee the Payline Adjustment is needed.
Empl Rcd Nbr: This value needs to be updated to the employee's Benefit Primary Job Record. The value defaults to 0, however; the value may not be accurate. Click on the look up icon to bring up the list of Empl Records for that employee. The Primary Job Indicator column will have a Y value for the Empl Record that it is set to. Be sure to choose the Empl Record that is set as the Benefit Primary Job.
Adjust Begin Dt - This value should be set to the beginning of the pay period that the employee needed the correction for. For example, if a monthly employee needs the payline adjustment the Adjust Begin Dt would be the first of the month.
Adjust End Dt - This value should be set to the end of the pay period that the employee missed deductions for. For example, if a biweekly employee missed deductions up through the 2012BW11A pay period (which represents the 2012 November A payroll), the Adjust End Dt would be set to Nov. 3, 2012. This is a key piece for analyzing whether this is a duplicate entry to any retro benefits being taken automatically or a Payline Adjustment that has already been entered.
One Time Code - This value represents what type of Payline Adjustment is being created.Addition is used when an extra deduction is necessary for this employee
Refund is used when an employee needs money added back to their pay check
Override will likely not be used at the campus level, or in very infrequent instances
Plan Type - This value represents the category of benefit plans that needs to be affected by this Payline Adjustment. For example, Plan Type 10 represents State Group Health.
Benefit Plan - What specific benefit plan (for example, Dean Health Plan or State Group Life Basic) that needs to be affected by this Payline Adjustment.
DedCD - This value should default in automatically once the Benefit Plan is selected.
DedClass - This is the tax classification associated with this specific employee's premium, including both the employee and employer share. The employee share will be Before Tax or After Tax and the employer share will be either Nontaxable or Taxable. (As a reference, the second tab of the Current Benefit Summary includes the Class of the employee's current benefits.)
Amount - Enter the exact dollar amount that should be applied to the employee's paycheck for this Plan Type and this Benefit Plan and this DedClass.
Root Cause - The Root Cause value is designed to provide information as to why this additional deduction or refund is necessary. The Comments Root Cause should be used sparingly. When they are used, add comments on the Requestor Details tab and include the WiscIT ticket number if one has been assigned.
PSHUP Status - The initial value is Pending until the system tries to add the adjustment to the employee's paycheck. Here is a list of all statuses that apply to Payline Adjustments:
- Pending - the initial status, prior to Load to PSHUP
- Loaded to Payline - the final status if all processing and load has went well
- Dup Ded – Manual Review - there is a duplicate entry pending on either Retro, Arrears, or a delivered payline
- Prepay Exists – Manual Review - a refund is being requested and there is also a prepay balance for the same plan
- Ded – Insufficient Net Pay - the entry cannot be taken due to insufficient earnings; it will not go into Arrears
- High Amount – Manual Review - if the deduction / refund is > $500 (Before Tax or After Tax) or > $1500 (Nontaxable)
- Manually Entered - A Payline Coordinator (UWSS Service Operations) entered this payline adjustment directly on delivered payline
Warning! A Payline Adjustment that has been created and saved is not loaded to an employee's paycheck until it goes through a validation process to ensure accuracy of the deduction or refund.