Once a settlement has been created a user has the ability to edit the high level information associated to the settlement or remove/add tickets to an existing settlement. Please follow the steps below to accomplish.
How to edit high level information to a payroll settlement
- On left hand side, filter/search for the payroll settlement you would like to edit and click search
- In the top right grid, Settlement Totals Grid, double click on the settlement you would like to edit
- Alter the high level payroll settlement fields/attributes and click OK
How to add tickets to an existing payroll settlement
- On left hand side, filter/search for the tickets you would like to add to existing payroll settlement
- In the bottom right grid, Ticket Details Grid, select the tickets you would like to add
- Users can click first ticket/row, scroll to bottom, click shift + hold, and then click last ticket row. This will select all tickets.
- User can select a ticket/row, hold CTRL + click and select all other tickets
- Once tickets are selected click Add to Existing Settlement button at bottom
- Enter settlement # you would like to add these tickets too and click search
- Click OK. Tickets will now be added to pre-existing settlement
How to remove tickets from a pre-existing settlement
- On left hand side, filter/search for the tickets you would like to remove from existing settlement
- In the bottom right grid, Ticket Details Grid, select the tickets you would like to remove from a the settlement
- Users can click first ticket/row, scroll to bottom, click shift + hold, and then click last ticket row. This will select all tickets.
- User can select a ticket/row, hold CTRL + click and select all other tickets
- Once tickets are selected click Remove From Existing Settlement button at bottom
- Click OK to confirm removal of tickets from settlement or click Cancel to not execute this change.
