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Adjustments

Adjustments are manual amounts you add to a contract outside the normal timesheet flow. Use them for one-off bonuses, deductions and retrospective corrections.

You will find these on the Financials page (Financials > Adjustments), and on an individual contract.

When to use an adjustment​

Reach for an adjustment when the regular timesheet, expense and rate card flow does not fit. Common cases:

  • One-off bonus. For example, a referral bonus of GBP 250 paid to Sarah Williams for introducing a candidate.
  • Deduction. A uniform deposit, a kit return charge, or a salary advance recovery.
  • Retrospective rate correction. The wrong rate was paid for three weeks of shifts and you need to top up or claw back the difference.
  • Manual charge. A bill-only line on the client invoice that does not have a matching timesheet.

If the issue is a wrong number of hours, fix the timesheet itself instead. Adjustments are not a substitute for correct time data.

Creating an adjustment​

  1. Open the contract.
  2. Use the Add adjustment button.
  3. Enter the effective date. This determines which pay run and invoice the adjustment lands on.
  4. Enter a clear description (visible on the payslip and the invoice).
  5. Enter the amount.
  6. Set the taxable flag (taxable yes/no).
  7. Choose where to apply it: pay only, charge only, or both.
  8. Save.

Applying to pay, charge, or both​

The three application modes give you precise control:

  • Pay only. The adjustment shows on the candidate's next payslip. The client is not billed.
  • Charge only. The adjustment shows on the next client invoice. The candidate is not paid.
  • Both. The same amount applies to pay and charge. Useful when a fee is fully passed through.

For asymmetric cases (for example, pay the candidate GBP 100 but charge the client GBP 130), create two separate adjustments, one pay-only and one charge-only.

Visibility on the next payroll run and invoice​

Once saved, the adjustment is pending until its effective date falls inside an open payroll period or invoice window. From that point:

  • It shows in the payroll preview alongside hours and expenses.
  • It shows on the draft invoice as a separate line.

Both can be reviewed and edited up to the point of submission or invoice send.

Taxable status

Flag adjustments correctly as taxable or non-taxable. The payroll engine relies on this for PAYE and NI calculations. A taxable bonus added as non-taxable can leave the candidate under-deducted, and you will need a follow-up adjustment to correct it.

Reversing an adjustment​

If an adjustment has not yet been included in a submitted payroll or sent invoice, you can edit or delete it directly. If it has already been processed, reverse it by creating an offsetting adjustment of the opposite sign, then explain the reason in the description (for example, "Reversal of duplicate bonus posted 12 May").