Earnings Adjustment Statement in the PICSWeb Learner ILR Summary

The Earnings Adjustment Statement tab in the Learner ILR Summary lists any Earnings Adjustments which have been recorded for the learner. As well as adding adjustments for a specific learner, it is also possible to add general adjustments for an entire type of delivery in the overall Earnings Adjustment Statement page.

For each adjustment, the following details are shown:

  • Period

  • Funding Line

  • Adjustment Type

  • Devolved Source of Funding (SOF)

  • Value

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

  • Contract Year

  • Period

Exporting the List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Bear in mind that this is not the standard EAS export file – generating this is explained in Exporting the Earnings Adjustment Statement.

Adding a New Earnings Adjustment

Selecting Create from the top-right corner of the tab will open a window where you can enter the following details for the new adjustment:

  • Period

  • Devolved Source of Funding

  • Funding Line

  • Adjustment Type

  • Value

  • Reason

Once you have added the necessary information, select Save to add the new adjustment to the list or Cancel to discard it. Any adjustments added against a learner will be included in the overall Earnings Adjustment Statement list as well.

Adjustment Actions

Selecting by an adjustment in the list will show the following options:

  • Details – This will open a window displaying the full details of the adjustment.

  • Edit – This will open a window where you can edit the fields that were available when adding the adjustment, as explained above.

  • Copy – This will duplicate the current adjustment. You will be given the option of editing any values in the new adjustment before it is saved.

  • Delete – You will be prompted to confirm before the adjustment is deleted.