Adjustments and exports

Manual adjustments are explicit corrections that are not derived from connected sources or automatic rules. They remain separate from source-derived resolutions.

Prerequisites

• An open, selected payroll period.
• Account-administrator authorization for live adjustment changes.
• A valid reviewed payee.
• For a historical import, the retained manual-adjustment CSV for the exact period.

Create an adjustment

1. Open Adjustments.
2. Choose the payee. Use All payees only when the screen offers it and that is the intended correction.
3. Enter an optional operating date and location.
4. Enter a non-zero USD amount. Negative amounts are supported for corrections.
5. Choose Tips, Wages, or Other.
6. Confirm the pay type; the default is manual_adjustment.
7. Add a clear note explaining the reason.
8. Select Create adjustment.

The adjustment is applied after automatic earnings. It remains distinguishable in employee totals and audit views.

Import historical adjustment history

1. Confirm the selected period.
2. Under Historical decision import, choose the v1 manual-adjustment CSV for that exact period.
3. Select Import adjustment history.
4. Review imported, previously existing, active, voided, and active-total counts.

This import appears only when the historical decision workflow is enabled.

Void an adjustment

1. Find the active record in Adjustment list.
2. Select Void.
3. Add a correcting adjustment if needed.

Voiding preserves the audit record. Hard deletion is not available.

Download output files

1. Open Approve & export.
2. Review source, exception, employee, adjustment, and calculation checks.
3. Download individual available files, or check Totals and files reviewed and download the reviewed set.

Expected result

Adjustments are visible in payroll totals and permanent audit history. Available output files download only after PayCanvas verifies your signed-in account access.

Current limitation: File download is available, but official export to a payroll provider, run locking, payroll approval, email delivery, submission, and payment are not enabled. The review checkbox does not change the run's status.

Troubleshooting

• Adjustment entry is disabled: the period is not open, your role is insufficient, or live mutations are disabled.
• Zero amount rejected: enter a non-zero correction.
• Import rejected: verify that the file is the expected CSV for the selected period; do not alter private identifiers to force a match.
• No output files: calculate the period and resolve any result-generation blocker first.

Related articles

• Exceptions and resolutions
• Audit trails, evidence, and version history
• Creating and reviewing payroll runs