Before you can assign entries to an edit set, you need to load it for the pay run. After an edit set is assigned to at least one entry, you can’t unload it for the pay run.
You load edit sets to a pay run by selecting the Loaded checkbox for the edit set in the Manage Edit Sets dialog box.
Note: If you are working with a ConnectedPay pay group, the Taxes column in the Manage Edit Sets dialog box isn’t available.
By default, the Loaded checkbox is cleared. Moreover, you can only select this checkbox after you have created the edit set (that is, after saving it for the first time).
If you select the Loaded checkbox for a reusable edit set that is assigned to at least one quick entry in another pay run, the application displays the Load Edit Set dialog box, which gives you the option to load these entries in the current pay run for use as templates. See Reuse Edit Sets.
To load an edit set:
- Do one of the following:
- Go to Payroll > Pay Run Management, load a pay run, and click the Quick Entry sub-tab.
- Go to Payroll > Data Entry and click the Quick Entry sub-tab.
- Click Edit Sets > Manage Edit Sets to open the Manage Edit Sets dialog box.
- (Applicable in the Data Entry tab version only) Select an option in the Pay Run drop-down list at the top of the dialog box.
- Select the Loaded checkbox for the edit set that you want to load.
- Note: You don’t need to click Save after loading an edit set.
- Click Close to close the Manage Edit Sets dialog box.