Overview of Creating and Managing Edit Sets

When you click Edit Sets in the toolstrip, the application displays the Manage Edit Sets option and any edit sets that are loaded (that is, active) for the pay run:

See Load Edit Sets.

When you click Manage Edit Sets, the application opens a dialog box where you can add, edit, copy, or delete edit sets.

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

The following is an example of the Manage Edit Sets dialog box in the Pay Run Management tab:

Manage Edit Sets dialog box showing a list of existing edit sets and their details. The Save, Refresh, Add, Copy and Delete options are above the list.

In the Data Entry version of the Manage Edit Sets dialog box, the application displays a drop-down list where you need to select the pay run for which you want to use edit sets. You can select the current pay run that is open, the next scheduled pay run, or an off-cycle pay run that is open and associated with the current and next pay runs of the pay groups to which you have access:

Data Entry version of Manage Edit Sets dialog box shows a drop-down list of pay runs.

After you select an employee, the Manage Edit Sets dialog box of the Data Entry tab has the same columns as the Pay Run Management version:

Manage Edit Sets dialog box as seen in Pay Run Management.

There are two ways to assign employees to a new or existing edit set:

You can click the All Employees checkbox of the edit set to automatically assign all employees in the pay group to the edit set.
You can click the employee icon () in the last column of the list to assign specific employees of the pay group to the edit set. This opens the Manage Edit Set Employees dialog box, where you can filter the list of employees by criteria, including department, job, pay class, pay type, and status. You can add one or more employees to the Selected list to assign them to the edit set.

In the Manage Edit Sets dialog box, the application also displays reusable edit sets that you or other users have created in other pay runs of the same pay group. See Reuse Edit Sets.

Note the following about edit sets:

You can assign an edit set to entries that you create or import in the Quick Entry sub-tab.
Edit sets that you create in the Quick Entry sub-tab of the Pay Run Management tab are available in the Quick Entry sub-tab of the Data Entry tab.
Edit sets are an optional feature. The application does not come preconfigured with edit sets, and you and other users must create them.
You can create as many edit sets as needed.
You can define edit sets so that they are available for the specific pay run only, or reusable for any pay runs that belong to the same pay group. However, edit sets are always specific to the pay group. For example, if you create an edit set for the US Biweekly pay group, it isn’t available for the US weekly pay group.
When you create an edit set, other users with access to the Quick Entry sub-tab can use, edit, or delete it. You can also use, edit, or delete edit sets created by other users.