Updating Multiple Employees and Jobs Details

To quickly update and process data on multiple existing employees or jobs and then process the updated data in Workforce, you can use the Mass Update forms.

Using these forms enables you to quickly review and edit information after data is loaded. Designed for optimal processing efficiency, each form is associated with a Groovy rule that processes only the changed data. Which form you use depends on the kind of data you’re updating.

You can change existing properties or add a new record and then apply configured default assignments. You can change existing properties or add a new record and then override default assignments and rates. After modifying salary, you can re-apply configured default assignments for benefits, additional earnings and taxes. You can override default assignments and then apply the configured defaults.

Watch this tutorial video to learn how to update employee and job information and then process the updated data.

video iconTutorial Video

To quickly make changes to existing employees, jobs, and entity defaults:

  1. Click Compensation Planning icon for Compensation Planning, and then Mass Update icon for Mass Update.
  2. Select the form that best suits your situation:

    Note:

    Each granularity option (Employee, Job, or Employee and Job) supports the following forms and Groovy rules. However, the Employee model supports updating only employees, and the Job model supports updating only jobs.

    Table 14-1 Forms for Making Mass Updates

    Your Objective Use This Form / Tab The Groovy Rule that is Run Upon Save
    • Assign updated entity defaults for benefits, taxes, and additional earnings, based on employee or job driver details
    • Update employee properties, job properties, or salary-related information
    • Calculate the non-salary components based on the definition of components in the Benefits and Taxes Wizard
    Process Data and Synchronize Defaults

    When you make updates on this form:

    • The updates are copied to all future periods in the Year Range.
    • Applies the entity defaults with the component definition and rates in the Benefits and Taxes Wizard.
    Incremental Process Data with Synchronize Defaults
    • Update, add, or remove an existing benefit, tax, or additional earning
    • Update employee properties or job properties
    • Calculate the non-salary components based on the definition of components in the Benefits and Taxes Wizard
    Process Updated Data

    When you make updates on this form:

    • The updates are copied to all future periods in the Year Range.
    • Compensation is calculated based on the rates entered in the form.
    Incremental Process Data with Synchronize Definition
    • Assign updated entity defaults for benefits, taxes, and additional earnings based on employee or job driver details by changing the Process option to Yes for the employees or jobs to which you want to apply the updated entity defaults
    • Change the salary, basis, and rate for an employee
    • Calculate the non-salary components based on the definition of components in the Benefits and Taxes Wizard
    Synchronize Defaults

    When you update salary details for the selected year and month in the POV on this form:

    • The updates are copied to all future periods in the Year Range.
    • The entity defaults are reapplied and recalculated based on the modified salary.
    Incremental Synchronize Defaults
    • Apply any changes across component information (such as rate changes, payment frequency, or maximum value type) for the benefit, tax, or additional earning by changing the Process option to Yes for the employees or jobs

    • Update, add, or remove an existing benefit, tax, or additional earning
    • Calculate the non-salary components based on the definition of components provided in the Benefits and Taxes Wizard
    Synchronize Definitions

    When you change the assignments of earnings, benefits or, taxes and corresponding options and tiers:

    • The updates are copied to all future periods in the Year Range.
    • Compensation is recalculated based on the component definition and rates in the Benefits and Taxes Wizard.
    Incremental Synchronize Definition

    Notes about the Mass Update forms:

    • Oracle recommends that you not change the Start Month to a later month because calculations persist for expenses from the original month, even though the new month is displayed in Employee Details.
    • Process Data and Synchronize Defaults and Process Updated Data forms: At least one Employee/Job intersection must exist on the POV before you can add another Employee/Job row to the forms using the Select Member list.