Future Changes Procedures

Using the Future Changes options, you can add and change table records in advance, rather than wait for a specific date to enter them.

The system stores the entries in a batch file until you are ready to post them. Posting has the following effects:

• Adds new records to a Future Changes table.

• Replaces existing records in a table with records containing your changes.

The additions and changes are posted as of the records' effective dates.

Menu Path:  Human Resources > Reference Tables > Future Changes

Adding a table record

1. Select Human Resources > Reference Tables > Future Changes, and then select an option to display the record center for the desired table.

2. Click Add New.

3. In the Control Number field, enter a code identifying the batch file where you want to store the new record.

4. In the Effective Date field, enter the date you want the record to be posted.

5. In the next field, identify the record by completing the necessary fields. A record's ID fields depend on the Future Changes option you are using:

6. Complete the remaining fields as needed.

7. Click OK to save the record.

Changing a Future Changes record

1. Select Human Resources > Reference Tables > Future Changes, and then select an option to display the record center for the desired table.

2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

3. To display a future changes record, select the record in the List section, and then click OK.

4. Change the desired fields.

5. Click OK to save the record.

Deleting a Future Changes record

1. Select Human Resources > Reference Tables > Future Changes, and then select an option to display the record center for the desired table.

2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

3. In the page's List section, select the record to delete.

4. Click Delete.

5. In the confirmation dialog, click Yes to delete the record from the batch file. This has no effect on any records in your live database.

Posting Future Changes records

1. Select Human Resources > Reference Tables > Future Changes, and then select an option to display the record center for the desired table.

2. Click Post to display a batch posting page.

3. In the page's Effective Date field, enter the date for posting the record. All records with dates matching or preceding this date will be posted.

4. Click OK to display a Confirmation dialog.

5. Click Yes to post the records. This also deletes the batch files and their control numbers.

6. Click Back to close the batch posting page.

Generating a report showing a table's future change records

1. Select Human Resources > Reference Tables > Future Changes, and then select an option to display the record center for the desired table.

2. In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.

3. Click Print.

4. If you are printing the Future Deductions table, a Report Type page displays. Select the Summary or Detail radio button, and then click OK.

5. In the Print window, enter your report settings, and then click OK to generate the report.