Key conditions for element upgrades

The following conditions apply to the upgrade of existing elements.

1. Run in draft mode first: Start by running the program in draft mode with the required primary classification. Review the results to ensure elements have the correct parameters. Once validated, proceed to final mode.
2. Run in final mode: In the final mode, select the element name along with its primary classification. If many elements share the same classification, you can run the program using classification and subclassification combinations.
3. Review reports: The process generates reports for both modes. In draft mode, review the Oracle Delivered Modified Formula column to verify changes to predefined formulas.

   After validation, rerun in final mode with the appropriate Formula Upgrade Option value.

4. Compile updated formulas: After upgrading, run the Bulk Compile Formulas process for the Oracle Payroll formula type.
5. Set effective date for pretax iteration (Localization): Before upgrading pretax elements for iteration, set the Date used by the element upgrade process for iteration flag process configuration parameter.
   • This should be the day after the latest payroll run to avoid retroactive impacts. For example, if payroll ended on 15-NOV-2018, set the date to 16-NOV-2018.
6. Enable iteration for pretax elements (Localization): In the Enable Feature field, select Iteration on Pretax Element.
   • This option is available only for the Pretax Deductions primary classification.
   • Formula override is required; only Override the existing formula option is supported.
   • If proration is enabled for the pretax element, it can't be upgraded for iteration using this process.