Add Edit Sets

If you are working with a ConnectedPay pay group, the Taxes column in the Manage Edit Sets dialog box isn’t available.

To create edit sets:

1. Go to Payroll > Pay Run Management and load a pay run, or go to Payroll > Data Entry.
2. Open the Quick Entry tab and click Edit Sets > Manage Edit Sets to open the Manage Edit Sets dialog box.
3. (Data Entry version only) Select an option in the Pay Run drop-down list. This step isn’t needed in the Pay Run Management version because the edit sets are for the pay run that you've loaded.
4. Click Add and enter a name and description.
5. From the Type column, select one of the following:
   • Reusable: Allows the edit set to be used in other pay runs of the same pay group.
   • Use once: Only allows the edit set to be used in the current pay run.
6. Enter an amount in one or more of the following fields to define what the edit set tracks: Hours/Units, Earnings, Deductions, Taxes.
7. Do one of the following:
   • To assign all employees of a pay group to the edit set, select the All Employees checkbox.
   • To assign specific employees to an edit set:
     1. Click the employee icon () in the last column to open the Manage Edit Set Employees dialog box. Here you can filter the list of employees shown.
     2. Select one or more employees, and click the arrows to add them to the Selected Employees list.
     3. Click Select Employees.
8. Click the Save.
9. Select the Loaded checkbox if you want to load the edit set for use in the pay run. See Load Edit Sets.
10. Note: You don’t need to click Save again after selecting the Loaded checkbox.
10. Click Close. If you selected the Loaded checkbox in the previous step, the edit set is shown in the list when you click Edit Set.