Upgrade Pretax Deductions for the US

Use the Element Upgrade flow to apply new features to your pretax deduction elements, such as enabling iterative functionality.

Note: Any elements you created as of Release 18C and later automatically have iterative functionality enabled.

Before You Start

When upgrading your pretax deductions, consider the following.

If you have enabled proration on a pretax element, you can't upgrade it.
To upgrade your pretax deductions:
1. Run the Element Upgrade flow on your pretax deduction elements.
2. Manually upgrade your Involuntary Deduction formulas.
  
  For further info, see Manually Upgrade Involuntary Deductions for Use with Pretax Iteration in the Help Center.
To ensure a methodical and comprehensive upgrade approach, run the Element Upgrade flow in one of these ways.
- For each pretax secondary classification separately
- For each pretax element individually
To ensure a methodical and comprehensive upgrade approach for your existing Involuntary Deduction elements, manually upgrade the formulas for each applicable Involuntary Deduction element.

For further info, see Manually Upgrade Involuntary Deductions for Use with Pretax Iteration in the Help Center.
Because iterative processing requires the following values, the Element Upgrade flow ignores any settings you made during element definition.
- Retroactive Processing check
- Required option
- Default value check
- Apply default at run time check
Note: These conditions remain valid for all other element classifications.

Run the Flow

To upgrade your pretax deduction elements:

Configure the necessary payroll process configuration options in your test environment.
1. In My Client Groups, click Show More.
2. In Payroll, click Payroll Process Configuration.
3. Click Default Group.
4. Click Create.
5. Add this parameter.
  
  Date used in element upgrade process for iteration indicator. The date used by the element upgrade process to update the iteration indicator for pretax element. This indicates the effective date for pretax iteration process.
6. Set this configuration parameter to the next date after the latest payroll process for all payrolls.
  
  The flow uses this date to create the Enable Iterative Calculation field on the pretax element. To avoid triggering retroactive processing before this date, set this parameter appropriately.
  
  For example, if the latest payroll process's completion date is November 15, 2018, set this parameter to 2018-11-16.
7. To change the number of iterations the payroll process performs, add this parameter.
  
  Maximum Iterations allowed per Run Action Maximum number of iterations allowed per run action. Default: 15.
  
  Change the default to the number of iterations if you require a different value.
  
  Note: Increasing iterations can impact performance.
Run the Element Upgrade flow for all pretax deduction secondary classifications that need iterative functionality.

For further info, see How You Apply Iterative Calculation Enhancements to Your Pretax Deductions in the Help Center.
Compile the elements' fast formulas.
1. In My Client Groups, click Payroll.
2. Click Submit a Flow.
3. Select your US legislative data group.
4. Search for and select Compile Formula.
5. Enter % as the formula and Oracle Payroll as the formula type.
Manually upgrade the formulas for each applicable Involuntary Deduction element. This is every Involuntary Deduction element you defined before Release 18C that has never been upgraded.

This enables older involuntary deductions to work with the pretax elements enabled for iterative processing.

For further info, see Manually Upgrade Involuntary Deductions for Use with Pretax Iteration in the Help Center.
Perform test payroll runs, and verify the results.
After you have tested each pretax iteration scenario and ensured they process correctly in payroll, repeat these steps in your production environment.