[HR] How to Update Payroll with Benefits Information

The HR Update Benefit/Salary to PR form is used to update HR benefits information in the Payroll module. This program is the only program within the Human Resources module that is processed by batch. The criteria on this form is used to determine what information will be initialized in the batch and for whom. Once initialized, the batch can be validated, reviewed, and posted.

1. From the HR module's Programs folder, open the HR Update Benefits/Salary to PR form. The Batch Selection dialog box opens.
2. Select Create a New Batch, and then click OK. The HR Update Benefits/Salary to PR form opens.
3. Check the Restrict by Employee box to update a single employee. When checked, you can then specify the PR Co # and Employee # or the HR Co # and Resource #.
4. Check the Post Benefits to PR box. 

5. Check the Restrict by Benefit Code box to restrict the update by code. When checked, use the Benefit Code field to specify the code you want to update. If you choose this method, only those employees who have benefit information for the specified code are loaded into the batch table. In addition, the benefit's Update PR option must be checked in the HR Resource Benefits form in order to be updated into the batch table.

6. The Effective Date field is used to restrict what gets updated into the batch table. Benefit changes must be effective on or before the specified Effective Date in order to be included in the update.

7. Click Update. The grid at the bottom of the form displays all eligible entries in the batch, the resource numbers, employees, names, codes, and descriptions, as well as whether the information is to be added or changed. You can repeat the selection process as necessary to add all benefit updates to the batch.

8. When the batch entries are complete, click Post. The HR Batch Process form opens, allowing you to process the batch as usual.