Edit sets are groupings that you create in the Quick Entry sub-tab of the Pay Run Management or Data Entry tab of Payroll to help summarize or reconcile a set of related quick entries. You can create edit sets for a set of employees or all of the employees of a pay group. Edit sets can count expected values for hours, earnings, deductions, or taxes.
A common case for using an edit set is when you know the total hours or earnings that a set of quick entries should total. For example, your organization has allotted $25,000 to pay out bonuses for 25 employees this quarter. To do this, you create an edit set that counts $25,000 in earnings and is assigned to the 25 employees. When you do this, the edit set only counts earnings that you create for those assigned employees.
One of the features of edit sets is the ability to enter edit set mode. In this mode, the application only displays entries for employees assigned to the edit set, and you can only create entries for these employees.
Also in edit set mode, the Summary section at the bottom of the Quick Entry sub-tab only displays totals for the edit set. Moreover, the Total row includes a status icon that you can click to view 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:
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:
Another feature of edit sets is the ability to reuse them in other pay runs of the same pay group. This allows you to generate copies of past quick entries that you can use as templates when creating new entries.
For more information on edit sets, see the following topics: