> For the complete documentation index, see [llms.txt](https://help.pletox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pletox.com/adhoc.md).

# Adhoc

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These adjustments are typically handled by the **Super Admin**.

The Ad-Hoc module includes the following options:

* Ad-Hoc Entry
* Ad-Hoc Days
* Ad-Hoc OT
* &#x20;Allowance Days

### 1. Ad-Hoc Entry

**Overview:**

The **Ad-Hoc Entry** feature allows the Super Admin to **add or reduce monetary amounts** for any employee outside the regular salary structure.\
These entries can be used for incentives, leave encashment, salary adjustments, recoveries, or other one-time payroll changes.

#### **Ad-Hoc Entry:** **Entries and** **Schedule:**

<div align="left" data-with-frame="true"><figure><img src="/files/EIfAud1ubMuXExT0yFqA" alt=""><figcaption></figcaption></figure></div>

The **Ad-Hoc Entry** screen includes two primary tabs at the top:

* **Entries**
* **Schedule**

Each tab serves a distinct and important purpose in payroll adjustment management.

#### Entries:

**Entries** displays **all Ad-Hoc entries that have already been applied** up to the current date.

#### Schedule:

**Schedule** is used to **plan Ad-Hoc entries in advance** so they are applied automatically on the defined date or payroll cycle.

**Action Buttons:**

<div align="left" data-with-frame="true"><figure><img src="/files/SrVDERYItGdyeOOsVGd2" alt=""><figcaption></figcaption></figure></div>

At the top of the Ad-Hoc Entry screen, the following buttons are available:

* **Filters** – Used to narrow down Ad-Hoc entries
* **Export** – Downloads Ad-Hoc entry data
* **Import** – Uploads multiple Ad-Hoc entries in bulk
* &#x20;**Add Ad-Hoc Entry** – Adds a single Ad-Hoc entry manually

#### Filters:

<figure><img src="/files/myS4d8PhMy2s3nqdIxsI" alt=""><figcaption></figcaption></figure>

Clicking on **Filters** allows filtering Ad-Hoc entries based on:

* Search
* Start Date
* End Date
* Employee Name
* Department
* Location
* Group
* Category
* Has Contractor
* Type (Addition / deduction)

The **Clear** button resets all applied filters.

**Resigned toggle:**\
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If enabled, the toggle allows the employee to view entries related to resigned employees.

#### Export:

The **Export** button allows downloading the Ad-Hoc Entry data in file format for reporting or reconciliation purposes.

#### Import Ad-Hoc Entries (Bulk Upload)

Clicking on the **Import** button opens a dialog box with the following fields:

<div align="left" data-with-frame="true"><figure><img src="/files/7lhhwxYOGbIqPCcAwmLy" alt=""><figcaption></figcaption></figure></div>

* **Month**
* **Label**
* **Type** (Addition / deduction)
* **Include In** (e.g., PF, ESIC, NPT)
* **Select File**
* **Import Button**

This option allows uploading **multiple Ad-Hoc entries at one time** using a predefined file format.

#### Add Ad-Hoc Entry :

Clicking on **Add** **Ad-Hoc Entry** opens a dialog box with the following fields:

* **Label**
* **Type** (Addition / deduction)
* **Employee Name**
* **Date**
* **Amount**
* **Reason**
* **Include In**
* **Add Button**

Once saved, the entry will be reflected in payroll calculations based on the selected inclusion settings.

#### Grid Columns:

<div data-with-frame="true"><figure><img src="/files/1H9o2Z4BReCYrAAA0Iel" alt=""><figcaption></figcaption></figure></div>

The Ad-Hoc Entry list displays the following columns:

* Serial Number
* Employee ID
* Employee Name
* Date
* Payment Type
* Type (Addition / deduction)
* Reason
* Amount
* Action (Edit / Delete)

#### Ad-Hoc Label Configuration (Mandatory Setup)

Before adding Ad-Hoc entries, **labels must be created**.

**Navigation Path:**\
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`Settings → Payroll → Ad-Hoc Label`\ <br>

![](/files/5SYDLpzaFnZf2ABuKzpA)\
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![](/files/S9YMCmi1qc9XT94HOEiZ)

Steps:

1. Click **Add Label :**<br>

   <div align="left" data-with-frame="true"><figure><img src="/files/PLnkHAMDm48koHgw49E5" alt=""><figcaption></figcaption></figure></div>
2. Enter **Label Name**<br>

   <div align="left" data-with-frame="true"><figure><img src="/files/1FnFn6Y12WQ2jmBDuxao" alt=""><figcaption></figcaption></figure></div>
3. Click **Add**

Once created, labels appear in column with action buttons : Edit and Delete

<div data-with-frame="true"><figure><img src="/files/IriRR6GxWbgwtjWD70Zh" alt=""><figcaption></figcaption></figure></div>

Examples of labels:

* Leave Encashment
* Incentive
* Salary Adjustment
* Recovery

### 2. Ad-Hoc Days:

#### Overview :

The **Ad-Hoc Days** feature is used to **add or deduct payable days** for an employee in a specific month.\
This directly impacts salary calculation for that payroll period.

#### Action Buttons :

<div align="left"><figure><img src="/files/UhoQb552F9TSf6cfZl9K" alt=""><figcaption></figcaption></figure></div>

At the top of the Ad-Hoc Days screen:

* **Filters**
* **Import**
* **Add Ad-Hoc Days**

#### Filters:

<div data-with-frame="true"><figure><img src="/files/5TarBLrysCjiuOz6AHQq" alt=""><figcaption></figcaption></figure></div>

Filtering options include:

* Search
* Employee
* Department
* Location
* Group
* Category
* Has Contractor

The **Clear** button removes all filters.\
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**Resigned toggle:**\
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If enabled, the toggle allows the employee to view entries related to resigned employees.

#### Import Ad-Hoc Days (Bulk Upload):

Clicking **Import** opens a dialog box with:

* **Month**
* **Label**
* **Type** (Addition / deduction)
* **Select File**
* **Import Button**

This allows adding or deducting days for **multiple employees at once**.

#### Add Ad-Hoc Days (Manual)

Clicking **Add** **Ad-Hoc Days** opens a dialog box with:

* **Label**
* **Type** (Addition / deduction)
* **Employee Name**
* **Month**
* **Days**
* **Reason**
* **Add Button**

This is used to manually adjust payable days for an employee.

#### Grid Columns :

<div data-with-frame="true"><figure><img src="/files/Xx8Fj9g0mzOavfqoZykE" alt=""><figcaption></figcaption></figure></div>

The Ad-Hoc Days list displays:

* Serial Number
* Employee ID
* Employee Name
* Month
* Days
* Type (Addition / deduction)
* Action (Edit / Delete)

### 3. Ad-Hoc OT:

**Overview:**

The **Ad-Hoc OT** feature is used to **manually add or deduct overtime (OT) minutes** for employees when corrections are required.

#### Action Buttons:

<div align="left" data-with-frame="true"><figure><img src="/files/xMHcdUA8VzVOWfkSnP0v" alt=""><figcaption></figcaption></figure></div>

At the top of the Ad-Hoc OT screen:

* **Filters**
* **Add**

#### Filters:

<div data-with-frame="true"><figure><img src="/files/P93uA6pJMztesPgRwOfw" alt=""><figcaption></figcaption></figure></div>

Filtering options include:

* Search
* Start Date
* End Date
* Employee
* Department
* Location
* Group
* Category
* Has Contractor
* Type (Addition / deduction)

The **Clear** button resets all filters.

#### Add Ad-Hoc OT :

<div data-with-frame="true"><figure><img src="/files/dcNtsBLauguCmacXYLdf" alt=""><figcaption></figcaption></figure></div>

Clicking the **Add** button opens a dialog box with:

* **Type** (Addition / deduction)
* **Employee Name**
* **Date**
* **OT Minutes**
* **Add Button**

This entry updates the OT minutes for payroll processing.

#### Grid Columns:

<div data-with-frame="true"><figure><img src="/files/1HBiaF3SujZMUweVmRGx" alt=""><figcaption></figcaption></figure></div>

The Ad-Hoc OT list includes:

* Serial Number
* Employee ID
* Employee Name
* Date
* Type (Addition / deduction)
* OT Minutes
* Action (Edit / Delete)

#### Access & Permissions:&#x20;

* **Super Admin / Payroll Admin**: Full access (View, Create)
* **Employees**: access (based on permissions)

Permissions are managed from:\
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**Settings → Organization → Employees → Edit → Permission Tab → Payroll → adhoc**\
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![](/files/sDNoWD0LymsGGMONNPbT)\
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![](/files/nG06LtP74yEEa8aD5GAx)

<div data-with-frame="true"><figure><img src="/files/oNkuNPPBHq687VWEJtDq" alt=""><figcaption></figcaption></figure></div>

<div align="left" data-with-frame="true"><figure><img src="/files/5Jb0XUUXGZVY5Uv6VVeZ" alt=""><figcaption></figcaption></figure></div>

<figure><img src="/files/avv8I3yQdY8XVg6te3Sg" alt=""><figcaption></figcaption></figure>

<div data-with-frame="true"><figure><img src="/files/xdI7MCDpj9aqtXhAOV7i" alt=""><figcaption></figcaption></figure></div>

#### Employee Access & Permissions :

The **Adhoc** **module** in **Pletox** is **permission-based**, and employee access is controlled through specific permission toggles.

**View Permissions :**

Based on the enabled toggles, employees can access records as follows:

* **View (My All)**\
  Allows viewing details of all employees.
* **View (My Team)**\
  Allows managers to view details of their team members.
* **View (My Self)**\
  Allows employees to view only their own information.

**Action Permissions:**

* **Create** – Allows adding new entries
* **Edit** – Allows modifying existing entries
* **Delete** – Allows removing entries

Enable the required permission toggles and click **Save** to apply the changes.<br>

<div align="left" data-with-frame="true"><figure><img src="/files/IRTLJbS1MYKtswAUsKVp" alt=""><figcaption></figcaption></figure></div>
