1. Upgrade a payroll element
  2. Pretax iteration upgrade (Localization)

Pretax iteration upgrade (Localization)

Use the Run Element Upgrade process to enable pretax iteration for eligible pretax deduction elements.

Review the following considerations before running the upgrade to ensure that the element meets the required eligibility conditions and that the appropriate upgrade options are selected.

  1. Set effective date for pretax iteration: Before upgrading pretax elements for iteration, set the Date used by the element upgrade process 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.
  2. Enable iteration for pretax elements: 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.