1. Australia / New Zealand Payroll Implementation Guide
  2. Accessing Enrollment Data

Accessing Enrollment Data

The Employee Fund Allocation program enables you to access enrollment records in add or view mode. If you access employee enrollment information in view mode, you cannot change any data. You must be in add mode to enter new, or change existing data. When you search for, and select a record using the Work With Allocations form, the system displays employee enrollment in view mode. Use one of these methods to access data in add mode:

  • On the Work With Employee Fund Allocation form, complete the Employee Number field and then click Add.

  • On the Work With Employee Fund Allocation form, complete the Employee Number field, click Find, and then highlight a record in the grid.

    Then, select View in Add Mode from the Row menu.

  • On the Employee Fund Allocation Revisions form, select Reload in Add Mode from the Form menu.

    This option is available only if you are in view mode.

While in add mode, you can change or enter data only for rows that display a check mark. To change or add data to a row that does not display a check mark, double-click the row.