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Overview
The Adjustment Monitor allows Commissions teams to manage Ad Hoc, Recurring, and Dynamic adjustments. Whenever the system applies an adjustment to a rep’s compensation, it creates an Adjustment Credit Event. Reps can see these adjustments on the statements generated by the system during each pay period. You can view the Credit Event Monitor /wiki/spaces/DOHTS/pages/2018770945 guide for more information on these types of events.
Setup
The Setup tab has two subtabs: Adjustment Type and Adjustment Status Flags. Click the tabs below to learn more.
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This tab allows you to create reusable adjustment types that users can then select when creating adjustments. These adjustment types group like similar adjustments together and determine the periodicity of recurring adjustments.
Note: we do jCore does not print the actual 1099 forms. That can be done by extracting Instead, you will need to generate the 1099 report items and feeding provide that information to a third party software that creates and electronically files 1099 forms-party.
Status flags appear are used in many other parts of the jCore system. A status flag works like functions as a true/false or yes/no value. Once you create a status flag, users can enable it for any adjustment they create. Status Flag Name: Enter a name for the Status Flagstatus flag. Description: Enter a description of the status flag, such as when users should enable the flag. Flag Value: The flag value must be unique across all status flags in your system. |
Creating Adjustments
Periodicity -
Adjustment types -
Adjustment Descriptions -
Effectivity Dates
1099 indicator -
Ad Hoc/One Time Adjustments
Adjustment loader - regular upload usually used for ad hoc/one time adjustments
Recurring Adjustments
How to end a recurring adjustment early
Dynamic Adjustments
Updating Adjustments
Removing Adjustments
Adding Adjustments
User experience - there are two manual ways to key adjustments - one adjustment at a time or four adjustments at a time (for bulk keying of adjustments)Tip |
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Tip: You can use the Client Importer to upload one-time adjustments in bulk. |
Once you have set up your adjustment types, users can begin creating adjustments. They can either click Add Adjustment (1 adjustment) or Add Multiple Adjustments (4 adjustments). There are 9 fields on these adjustment windows:
Assigned To: Select the employee, location, team, or company that the adjustment applies to.
Type: Select the Adjustment Type.
Periodicity: Automaticallyset by Type.
Value: Set the value for the adjustment.
Note: Enter $1
for dynamic adjustments.
Number Per Period: Automaticallyset by Type.
Adjustment Date: Required for non-recurring adjustments.
Effective From: Required for recurring adjustments.
Effective To: Required for recurring adjustments.
Description: Enter a description for this adjustment. This description will appear on reports.
Updating/Removing Adjustments
Adjustments may be updated or removed until the associated payroll period has been posted. To remove a one-time adjustment that has not been posted, search for and then select the adjustment you want to delete, then click the Delete button.
You may end a recurring adjustment early by locating the adjustment, selecting the row, and clicking Remove. This sets the Effective To date to the last day of the most recently posted payroll period. You can also manually edit the Effective To date, but cannot enter any earlier dates.
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Example: For example, if the last posted pay period was August 2nd - August 8th, then the earliest you can set the Effective To date is August 8th. |
Audience: Commissions Administrators, Commissions Managers
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Functionality: The Adjustment Monitor allows Commissions teams to manage Ad Hoc, Recurring, and Dynamic adjustments. |
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