Synchronizing Defaults

You must run the Synchronize Defaults business rule when entity defaults are added or existing defaults are changed. Running Synchronize Defaults pushes the updated configuration information so that form calculations are based on the updated information.

To run Synchronize Defaults, select Actions, then Business Rules, and then Synchronize Defaults. If you launch Synchronize Defaults using the right-click menu, you should use it for a selected employee-job combination.

If you intend to execute the business rule for:

  • Only one person, highlight the row containing that person's name, and then run the business rule.
  • Multiple people, or to select the dimensionality with a runtime prompt, highlight a blank row and then run the business rule.


When an existing salary grade, benefit, tax, or additional earning is updated, to push the updated definitions to employees and jobs, run the Synchronize Component Definition business rule. This business rule doesn't update entity defaults.


After new data has been imported, run the business rule Process Loaded Data to copy the data to the necessary periods in the planning year range. Running this business rule copies the information from the substitution variables &CurYr and &CurMnth.


To quickly update and process data on multiple existing employees or jobs, you can use the Mass Update forms. Each form is associated with a Groovy rule that processes only the changed data. See Updating Multiple Employees and Jobs Details.


If you get an error message about invalid data when running a business rule, see Troubleshooting a Rule's Error Message.