[HR] How to Update Payroll with Benefits Information

The HR Update Benefit/Salary to PR form updates HR benefits in the Payroll module. It processes updates in batches, which can then be validated, reviewed, and posted.

Steps:

1. Open the Form:
   • From the HR module’s Programs folder, open HR Update Benefits/Salary to PR. The Batch Selection dialog appears.
2. Create a New Batch:
   • Select Create a New Batch and click OK.
3. Restrict by Employee (Optional):
   • Check Restrict by Employee to update a single employee. Specify the PR Co # / Employee # or HR Co # / Resource #.
4. Post Benefits:
   • Check Post Benefits to PR to include benefits in the batch.
5. Restrict by Benefit Code (Optional):
   • Check Restrict by Benefit Code and select the code to update. Only employees with that benefit and with Update PR checked in HR Resource Benefits will be included.
6. Set Effective Date:
   • Enter an Effective Date to include only benefits effective on or before that date.
7. Update the Batch:
   • Click Update. The grid will display eligible entries, including employees, codes, and changes. Repeat as needed to add all updates.
8. Post the Batch:
   • Click Post to open the HR Batch Process form and process the batch.