Examples of Global Element Edit:
From the menu Tools Global Element Edit
Enter the Action (edit, add, or delete) and the Element#. If you wish to limit the global changes to one particular reference code, enter the Reference Code to filter.
You may filter the selection of employees further by adding lines in the middle box. If the Reference Code and employee filter are left empty on Add or Delete, the change will apply to all employees. If Reference Code and employee filter are left empty on an Edit, the changes will apply to all employees who have this element active. In the bottom section, check the Change box for any item you wish to change, as well as what you want to change in the From and To columns.
Example #1: Change the vendor# for all or a group of
employees
Select Edit and the Element.
Check the Change box for Vendor# A. Enter the vendor# to change From and To.
This will change all employees who have vendor# 15325 to 16492. If you enter *ALL in the From column, the vendor# will be changed for all employees, regardless of the current vendor#.
After a global change, always print an element ledger to prove the changes are correct. (Print Element Ledger)
Example #2: Create a bank prenote file.
Action: Edit Element: Net Pay
In the bottom section, check the Change box for Reference
Code A From DIRDEP to PRENOTE.
Run the menu option to create the direct deposit file. This will be created as a prenote.
After prenote is approved, return to Tools Gobal Element Edit and change the reference code From PRENOTE to DIRDEP so the settings are correct for real-time direct deposit.
Click OK to run the global change.
After a global change, always print an element ledger to prove the changes are correct. (Print Element Ledger)
Example #3: Change of rate for a deduction. (only if Use Table=No)
Deduction (employee) and Benefit
(employer-paid)-if applicable, are shown in separate boxes below. Be sure to
enter the change information under the correct element#.
Notes will be displayed in a remarks box showing how to
key the field you have highlighted (percents, amounts, dates, etc.).
If you enter *ALL
in the From column, everything will be changed to whatever is keyed in the To
column. Otherwise, specify From/To. In the above example, only rate of 10.50 will
be changed to 10.62. All other existing
rates will remain unchanged.
When changing a
rate, you must also enter the rate type (F=flat or P=percentage), even if its
the same on the From and To columns.
Dates must be keyed
as mm/dd/yyyy.
Amounts must be
keyed without decimals and have 8 zeros if % and 2 zeros if flat.
Click OK to run the global change.
After a global change, always print an element ledger to prove the changes are correct. (Print Element Ledger)