Payroll
Correct a Payroll Allocation
Correct payroll evidence or a grant split on the payroll page or in chat. GrantLink keeps every earlier version and keeps each cost equal to its source amount.
You can correct a payroll allocation when the saved evidence or the grant split is wrong. Each correction adds a new entry to the cost's history, and GrantLink keeps the earlier entries.
Choose where to make the correction
- To change only the grant percentages within the same Initiative, open the cost in Allocations > Payroll. Enter the new percentages and the evidence for the change, then choose Save changes. See Review Payroll Allocations.
- To change the Initiative or correct the evidence itself, use GrantLink chat.
Request a correction in chat
- In Allocations > Payroll, open the employee cost.
- Choose Ask about this payroll cost. You can also open a new chat and name the employee, component, and pay date.
- Describe the correct facts and name the person or record that supports them.
- Read the assistant's explanation of the amounts before and after the change.
- Choose Approve or Do not approve for the change that GrantLink shows in the chat.
For example, you might write: "The September 12 activity record confirms 45% Youth Outreach and 55% Family Navigation for Maya's August 30 regular wages."
Suppose that cost is $4,000 and was split 60% and 40%. The assistant should explain that Youth Outreach goes down by $600 and Family Navigation goes up by $600. It should also state that total payroll does not change.
Why GrantLink asks for approval
The assistant can work out the full grant split from your request, but it cannot approve its own change. Every allocation change that the assistant proposes in chat needs your approval. GrantLink checks the exact proposed split first, and then it shows the approval request in the chat.
When you approve, GrantLink saves that exact change. If you change the request, GrantLink asks for a new approval. When you choose Save changes on the payroll page, GrantLink treats the save as your decision and does not ask for approval again.
What the history keeps
The History section of each cost keeps every evidence entry and allocation change, with its note and time. A correction updates the live report. A report snapshot that you saved earlier keeps the names and amounts it had when you saved it.
If the chat response stops before you see a result, ask GrantLink whether the correction was saved. Do not submit the same correction again until you know the result.
Source revisions and voided runs
If your payroll provider corrects a payroll register, import the corrected file with the same payroll run identifier. GrantLink saves it as a new revision and keeps the earlier file. The new revision replaces the earlier one in the live view, so you must record evidence and match QuickBooks again for its costs. An off-cycle run is a separate run with its own run identifier.
If the payroll run itself was voided, ask GrantLink in chat to void the imported run and give the reason. GrantLink asks you to approve the void. The voided run leaves the live report, and GrantLink keeps its costs, evidence, and history. GrantLink does not support negative reversal rows.
A GrantLink correction does not correct records in your payroll provider or in QuickBooks. If the payroll transaction itself is wrong, work with your payroll provider, tax advisor, or accountant to correct it there.