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Payroll Accounting Adjustment (PAA): Salary Over the Cap Quick Reference Checklist

For more information, refer to the Payroll Accounting Adjustment (PAA): Salary Over the Cap job aid.

 

Step 1: Determine if Salary Cap Applies

  • Run Payroll Accounting – OSP Salary Cap Detail report
  • Review Award Line Salary Cap column
    • Blank → No Cap → Process PAA normally
    • Value present → Cap applies → Continue
  • Are earnings eligible for salary capping (part of total base wages across all positions, certain overrides, etc.)?
    • No → Process PAA normally
    • Yes → Continue

 

Step 2: Complete PAA Adjustment Worksheet (If Required) 

  • One worksheet per Salary Over the Cap Type per fiscal year
  • Do NOT combine different cap types on one worksheet
  • Need additional worksheet for each change in salary (e.g., AMCP in September)

Complete Required Fields: 

  • Employee name and ID
  • Total weekly standard hours (all positions combined)
  • Salary Over the Cap Type
  • Monthly pay by position
  • Each position entered separately 

Review Results – Amount to Cap: 

  • No Cap → Charge full amount to FD520 + Grant
  • Dollar Amount → Split funding (see Step 3) 

 

Step 3: Enter the Payroll Accounting Adjustment (PAA)

If Amount to Cap exists: 

  • Enter one proposed line for allowable salary → FD520 + Grant
  • Enter one proposed line for overage → Non-FD520 Fund + Grant + Salary Over the Cap Type
  • Retain remaining balance on original funding (if applicable)
  • Exclude unnecessary earnings (e.g., bonuses) 

 

Critical Balancing Rule

Proposed totals equal Current totals by: 

  • Position
  • Pay component
  • Budget date
  • Retro Period

If totals do not match, the PAA will not successfully complete. 

 

Removing Salary from a Capped Grant

When reducing or removing salary from a capped grant: 

  • Move the direct expense (FD520 + Grant)
  • Move the overage (Non-FD520 + Grant + SOC Type) 

These must always be moved together. 

 

Overage Costing Rules

  • Do NOT use FD520
  • Do NOT use another grant
  • Retain original Grant value
  • Ensure Salary Over the Cap Type worktag is present 

 

Submission & Routing

PAA routes to the Office of Sponsored Programs (OSP) if: 

  • Worker earns over $150,000 annualized
  • Worker has more than two positions 

 

Questions?