Correct HCM Info for a Legal Entity

To correct the HCM info for a legal entity in Redwood:

  1. On the Legal Entity HCM Information search page, search for and click the legal entity that you want to correct.
  2. On the read-only legal entity page, click Correct to correct the record.

    You’re now taken to the guided process for editing the legal entity.

  3. In the Info to include step of the guided process, select the Payroll statutory unit details step if you want to include it, and click Continue.

    The Legal employer details step is included by default. You can also see it in the navigation pane of the process.

    Note:
    • If the legal entity is both a legal employer and a payroll statutory unit, then Legal employer details is included as a required step. The Payroll statutory unit details step is an optional step that you can choose to add.
    • You can hide the Info to Include step in this Redwood process using the Hide Info to Include page property in VB Studio. For details, see Hide Info to Include Step.
  4. In the When and why step, you can’t change the date and the action reason when you're correcting a legal entity. Click Continue.
  5. In the Legal employer details step, correct the info in the Workday Information and Legal Employer Information sections as required. and click Continue.
  6. In the Payroll statutory unit details step, select a date in the Fiscal Year Start field.

    The data in the Info Group and Associated Legislative Data Group fields are displayed by default.

  7. To enter data in any other sections, select that section from the Info Group drop-down list and the related contexts will be displayed for editing.
  8. Make any changes as required and click Submit.
Note: When you move from one step to another, the data persists. Only if you move back again to the When and why step and modify the date, the data you’ve entered so far is lost. It’s as if you’re starting a new flow.

You’re taken back to the view page. You can see that the data you entered for the legal entity and payroll statutory unit is displayed.