Run the element upgrade process

Use the Run Element Upgrade process to upgrade existing element components such as defined balances and formulas.

1. Go to My Client Groups > Payroll > Submit a Flow.
2. Select the Legislative Data Group for which you want to run the process.
3. Search for and select Run Element Upgrade.
4. In the Payroll Flow field, enter a name for the flow.
5. In the Required Parameters section, specify the following:
   1. In the Mode list, select an option:
      • Draft: Review proposed changes without applying them.
      • Final: Apply the changes.
   2. In the Primary Classification list, select the element classification (for example, Standard Earnings, Supplemental Earnings).
   3. In the Formula Upgrade Option list, select an appropriate value.
      Available values depend on the selected mode:

      • In Draft Mode, select Display all formulas to review impacted formulas.
      • In Final Mode:
        • Select Override the existing formula to replace the existing formula and retain the old version as backup.
        • Select Do not make changes to the existing formula to retain the current formula without changes.
6. In the Optional Parameters section, specify the following:
   1. In the Secondary Classification list, select a secondary classification to refine the selection.
   2. In the Enable Feature list, select Iteration on Pretax Element to enable iteration for pretax elements.

      Note:

      This option is available only when you select the primary classification as Pretax Deductions.

      The Formula Upgrade Option value is restricted to Override the existing formula.

      Overriding the formula is required to enable iteration functionality for pretax elements.

   3. Select a specific element and configuration group, if applicable.

7. Submit the flow.