Create Adjustment Detail Record

Overview:

In the event you need to create an Adjustment Detail Record and do not wish to upload a file, you can create them manually in the ERIC.  Once the record is created you can also add or adjust it prior to it being posted. Once it is posted you cannot edit the information on it.

 

Before you start:

•     The Adjustment record does not exist (New) and no Adjustment File has been received.

•     The Adjustment record already exists (Update).

 

Steps:

1)  Navigate to the Financial Information section.

2)  Select the Adjustment Summary menu item.

3)  The ERIC Displays the Employer Adjustment Summary Lookup screen.

4)  Click New.

5)  The ERIC displays the Employer Adjustment Summary Maintenance screen.

6)  Click Save.

7)  Click New Adjustment Header.

8)  The ERIC Displays the Employer Adjustment Maintenance screen.

9)  Select the Adjustment Header Type.

10) Click Save.

11) Click New.

12) The ERIC displays the Employer Adjustment Detail Maintenance screen.

13) Enter required information on the adjustment.

14) Click Save.

15) Click Post.

 

What happens next:

•     The Adjustment record has been created / updated and errors do not exist

 

Related Topics:

      Definitions

      View a Message on the Employer Message Board

      Delete a Message on the Employer Message Board

      Update Employer Demographic Information

      Create a New Address for Employer

      Update Existing  Employer Address

      Create New Bank Record for Employer

      Update Existing Employer Bank Information

      Update Employer Contact Information

      View Employee Information

      View Employer Plan and Rates

      Create and Maintain Payroll Schedules

      Add Payroll Schedule

      Update a Payroll Schedule

      Create and Maintain Supplemental Insurance

      View Service Purchase Agreement Information

      View Limitations

      View Security Audit

      Update Annual Salary

      Create New Enrollment Manually

      Upload Employer Reporting File

      Correcting Errors

      Correcting Detail Record Errors

      Correct and Maintain Enrollment Detail Records via Enrollment Detail

      Correct and Maintain Demographic Detail Records via Demographic Detail

      Resolving Payroll Detail Errors

      Maintain Employment History Status

      Manually Process Employer Reporting Data

      Process Employer Adjustment File

      Correct Adjustment Detail Records via Adjustment Detail

      Create and Maintain Payments

      Batch Processes