This topic describes the settings of the Manage Edit Sets dialog box in the Quick Entry sub-tab of Payroll > Pay Run Management and Payroll > Data Entry.
Note: If you are working with a ConnectedPay pay group, the Taxes column in the Manage Edit Sets dialog box isn’t available.
Loaded
Select this checkbox to define whether an edit set is loaded (that is, active) for a pay run. When an edit set is active, you can assign entries to it. See Load Edit Sets.
Name
Enter the name of the edit set, up to 64-characters.
Description
Enter an optional description of the edit set, up to 256 characters.
Type
Select one of the following options:
- Use Once: Only allows you to load the edit set in the pay run that you have currently loaded.
- Reusable Allows you to load the edit set for other pay runs of the same pay group. See Reuse Edit Sets.
Hours/Units, Earnings, Deductions, and Taxes
Enter a value in one or more field to define the amounts that the application uses to validate if the quick entries in the edit set are balanced.
For example, if you enter 10000 in the Earnings column, then the application validates that all of the quick entries recorded under this edit set add up to $10,000 in earnings. If the quick entries that you or another payroll administrator create against this edit set do not add up to $10,000, the application displays a warning in the Summary section below the quick entries.
All Employees
Select this checkbox to automatically assign all employees of a pay group to the edit set. This allows you to add and import quick entries against the edit set for all employees in the pay group.
Notes:
- If you configure an edit set as reusable, and you select the All Employees checkbox, the application automatically selects the All Employees checkbox of the edit set in other pay runs. Note that selecting or clearing the All Employees checkbox will not overwrite the employee assignments settings in pay runs where the edit set is already in use.
- When employees are assigned the Terminated status at a date prior to the pay run in which you're working, and you need to create entries for them, you first need to manually add them to the pay run. See Include Terminated Status Employees in Pay Runs.
- When you select the All Employees checkbox, the application displays All below the Employees column of the edit set, and the employee selection icon on the right end of the dialog box disappears, so that you cannot manually assign employees to or unassign them from the edit set.
- If you clear the All Employees checkbox and save changes, the application unassigns all employees from the edit set. If you want to assign entries to the same edit set at a later point, you need to either manually assign one or more employees to it or reselect the All Employees checkbox.
- If you select the All Employees checkbox for an existing edit set to which you have already assigned one or more employees, the application replaces your manual assignment. However, if you choose to later clear the All Employees checkbox in the same pay run, the application restores the employees you previously assigned to the edit set, so that you don’t need to reassign them. You can still manually unassign these employees from the edit set. For example, an edit set has two employees assigned to it and you click the All Employees checkbox. If you decide to clear the All Employees checkbox at a later point for the same pay run, those two employees remain assigned to the edit set, but you can still unassign them.
Employees
A read-only field that displays the number of employees that you have assigned to the edit set, or displays All Employees if you selected the All Employees checkbox for the edit set.