TABLE OF CONTENTS

• When You need this
• First rule: payroll system is the source of truth
• Who can edit in paid periods
  • Scenario A: Period is closed, not yet paid
  • Scenario B: Period is already paid
    • Recommended path (if you have the role)
    • If direct Time Card edits are not appropriate
• Practical examples
  • Example 1: Overtime was underpaid
  • Example 2: Payroll cost exists but was not allocated correctly in FCX
• Quick rules

You may need to update payroll data after a period is already closed or paid.

This guide explains the safest and most practical way to do it.

When You need this

Use this process in either case:

1. You need to add/correct payroll hours or non-wage items after period close.
2. You already corrected data in your payroll system and now need Fieldclix to match.

First rule: payroll system is the source of truth

When payroll is already processed, always do this sequence:

1. Correct data in your payroll system first (where actual pay is calculated and posted).
2. Align the same correction in Fieldclix (Time Cards, Adjustments, or distributions depending on scenario).
3. Verify totals match between payroll and Fieldclix.

If you update only one system, reporting and cost analysis can diverge.

Who can edit in paid periods

Users with role Can edit Paid Payroll Periods can:

• update Time Cards in closed/paid payroll periods,
• create and edit Time Card Adjustments in closed/paid periods.

Without this role, edits in closed/paid periods are blocked by system rules.

Scenario A: Period is closed, not yet paid

Use Payroll Closure jobs to reopen/revise and re-close:

1. Open the check in Closure Process.
2. Choose Revise.
3. Apply required Time Card changes.
4. Complete closure again.
5. When prompted, choose sync behavior carefully:
   • Revise and resync if payroll must receive updated data again.
   • Revise Data (no resync) if you already confirmed sync and only need internal alignment.

Scenario B: Period is already paid

Recommended path (if you have the role)

1. Correct payroll data in payroll system.
2. In Fieldclix, open related paid period/time cards.
3. Apply matching edits using Time Card / Adjustment tools.
4. Recheck labor totals, allocation, and reporting outputs.

If direct Time Card edits are not appropriate

Use financial correction methods:

• edit relevant Financial Distribution records, or
• add entries through Ad Hoc Revenue and Expenses (for costs not tied cleanly to specific TCs).

Use this when the goal is cost reallocation/reporting alignment rather than operational Time Card correction.

Practical examples

Example 1: Overtime was underpaid

• Fix overtime amount in payroll system.
• Update the same employee/time card data in Fieldclix.
• Confirm that payroll totals and FCX labor/cost views match.

Example 2: Payroll cost exists but was not allocated correctly in FCX

• Keep payroll as posted.
• Adjust Financial Distribution allocation in FCX to correct P&L/budget attribution.

Quick rules

• Make payroll correction first, Fieldclix correction second.
• Prefer the smallest precise change that restores parity.
• Use Refresh on Payroll Period/Closure screens to view current status.
• If period has multiple checks, verify which check the correction belongs to (default vs off-cycle).
• Document the reason for correction for audit clarity.