Change a Recurring Earnings or Deductions Element

Use these instructions to change a recurring element that was manually created, NOT system generated.

Prerequisites

To change a recurring earnings or deductions element

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

  1. Navigate to People > Enter and Maintain to go to the Decision form.
  2. If the current date is NOT the date of the recurring element's update or end date, click Yes to go to the Alter Effective Date form and from the calendar List of Values, select the Effective Date of the change. Click OK to go to the Find Person form. Go to step 4.
  3. If the current date is the date of the recurring element's update or end date click No to go to the Find Person form.
  4. Complete one of the following appropriate Find Person form fields:

    Field Name

    Required (R) or Optional (O)

    Description

    Full Name

    O

    Person's last name

    The last name search will narrow choices for selection.

    Social Security

    O

    Person's social security number (SSN).

    Number

    O

    Employee number

  5. Click the Find button to go to the People form.
  6. Click the Assignment button to go to the Assignment form.
  7. Click the Entries button to go to the Element Entries form.
  8. Click on the Element Name that needs to be updated or end dated.
    1. Correct or update an element entry value:
      1. Click the Entry Values button to go to the Entry Values form. Fields displayed in this form may vary depending on the Element Name selected in step 8.
      2. Correct or adjust the appropriate fields.
      3. Select File > Close Form to go to the Choose an option form. Select Update if the entry values are being updated based on new information. Click Correction if the entry values were entered in error.
      4. Select File > Save.
      5. If you need to adjust another element, ensure that the Effective Date is correct for the adjustment or change. To change the Effective Date, select Tools > Alter Effective Date… to go to the Alter Effective Date form.
      6. Go back to step 8.
    2. End date a manually entered element:
      1. Click on the Element Name that needs to be end dated in the Element Entries form.
      2. Ensure that the Effective Date is the correct end date. To change the Effective Date, select Tools > Alter Effective Date… to go to the Alter Effective Date form.
      3. Select View > Query by Example > Enter and View > Query by Example > Run to show the list of elements.
      4. Click on the Element Name that needs to be end dated in the Element Entries form.
      5. Select Edit > Delete go to the Decision form.
      6. Click Yes to go to the Choose an option form.
      7. Click End Date.
  9. You have updated, changed or end dated a recurring element.