Edit Set Mode

Payroll Administrator Guide

Version
R2025.2.1
ft:lastEdition
2025-12-01
Edit Set Mode

You can enter edit set mode to record entries for one edit set at a time. When you enter edit set mode, the application filters all of the existing entries off the list, except for entries that you or other users have already assigned to the edit set.

Before You Begin: To assign entries to an edit set, you or another user must load the edit set for the pay run. See Load Edit Sets.

The application continues to respect any filter settings you've made. For example, if you have filtered an employee off the list, and the employee has entries assigned to the edit set, the employee isn’t displayed on the list. See The Filter Button.

Moreover, the application displays the name of the edit set next to the Edit Set button in the toolstrip. It also displays the Exit [Edit Set Name] option when you click Edit Set, and you can select this option to exit edit set mode.

When you add a new entry to list in edit set mode, the application preconfigures the Edit Set column of the entry. Moreover, the Employee Name and Employee No. fields only return employees who are assigned to the edit set, which means that you can only create entries for those employees.

In edit set mode, the Summary section only reflects totals for entries that belong to the edit set. Moreover, when there is at least one entry on the list, the application also displays the status icon in the Summary section at the bottom of the screen. You can click this icon to view a summary of the edit set, including the current value of entries that you entered, the expected value that was defined in the edit set, and the variance between the two values:

Status icon showing a tooltip with information about the how the current value of the sum of the entries compares to the expected value defined in the edit set.

When the current and expected values of the edit set are the same (for example, the expected value is $25,000 and you created $25,000 worth of entries), the application displays a checkmark icon with a tooltip to indicate that the totals are balanced:

Green checkmark showing a tooltip which indicates that the expected and current values are equal.

The Summary section counts employees who are assigned to the edit set and who are currently filtered on the list. For example, if you filter an employee who is assigned to the edit set off the list, they aren’t included in the summary.