Updating Multiple Employees and Jobs Details

To quickly update and process data on multiple existing employees or jobs and then process the updated data in Workforce, you can use the Mass Update forms.

Using Mass Update forms enables you to quickly review and edit information after data is loaded. Designed for optimal processing efficiency, each form is associated with a Groovy rule that processes only the changed data. Which form you use depends on the kind of data you’re updating.

You can change existing properties or add a new record and then apply configured default assignments. You can change existing properties or add a new record and then override default assignments and rates. After modifying salary, you can re-apply configured default assignments for benefits, additional earnings and taxes. You can override default assignments and then apply the configured defaults.

Video

Your Goal	Watch This Video
Learn about how to update employee and job information and then process the updated data.	Performing Employee and Job Mass Updates in Oracle Enterprise Planning Cloud

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal	Learn How
This 45-minute tutorial shows you how to update and process data on multiple existing employees or jobs and then process the updated data in Workforce using Mass Update forms.	Performing Employee and Job Mass Updates

To quickly make changes to existing employees, jobs, and entity defaults:

1. Click Compensation Planning , and then Mass Update .
2. Select the form that best suits your situation:

   Note:

   Each granularity option (Employee, Job, or Employee and Job) supports the following forms and Groovy rules. However, the Employee model supports updating only employees, and the Job model supports updating only jobs.

   Table 16-1 Forms for Making Mass Updates

   Your Objective	Use This Form / Tab	The Groovy Rule that is Run Upon Save
   Assign updated entity defaults for benefits, taxes, and additional earnings, based on employee or job driver details Update employee properties, job properties, or salary-related information Calculate the non-salary components based on the definition of components in the Benefits and Taxes Wizard	Process Data and Synchronize Defaults When you make updates on this form: The updates are copied to all future periods in the Year Range. Applies the entity defaults with the component definition and rates in the Benefits and Taxes Wizard.	Incremental Process Data with Synchronize Defaults
   Update, add, or remove an existing benefit, tax, or additional earning Update employee properties or job properties Calculate the non-salary components based on the definition of components in the Benefits and Taxes Wizard	Process Updated Data When you make updates on this form: The updates are copied to all future periods in the Year Range. Compensation is calculated based on the rates entered in the form.	Incremental Process Data with Synchronize Definition
   Assign updated entity defaults for benefits, taxes, and additional earnings based on employee or job driver details by changing the Process option to Yes for the employees or jobs to which you want to apply the updated entity defaults Change the salary, basis, and rate for an employee Calculate the non-salary components based on the definition of components in the Benefits and Taxes Wizard	Synchronize Defaults When you update salary details for the selected year and month in the POV on this form: The updates are copied to all future periods in the Year Range. The entity defaults are reapplied and recalculated based on the modified salary.	Incremental Synchronize Defaults
   Apply any changes across component information (such as rate changes, payment frequency, or maximum value type) for the benefit, tax, or additional earning by changing the Process option to Yes for the employees or jobs Update, add, or remove an existing benefit, tax, or additional earning Calculate the non-salary components based on the definition of components provided in the Benefits and Taxes Wizard	Synchronize Definitions When you change the assignments of earnings, benefits or, taxes and corresponding options and tiers: The updates are copied to all future periods in the Year Range. Compensation is recalculated based on the component definition and rates in the Benefits and Taxes Wizard.	Incremental Synchronize Definition
   Add new hiring requisitions Modify hiring requisitions Note: This form is applicable when Granularity is either Employee or Employee and Job.	Process New Hires Compensation is recalculated when you save the form.	Incremental Process Data with Synchronize Defaults

   Tips about Mass Update forms:

   • Depending on the year selected, you can make updates at the monthly, quarterly, or annual level, depending on the periodicity for the selected year defined in Planning and Forecast Preparation. If you enter data at any quarter, compensation is calculated from the first month of that quarter onwards. If you enter data at the yearly level, compensation is calculated from the first month of the application.
   • You can select a value for the user variable Employee Parent to show either hiring requisitions, existing employees, or both.
   • Process Data and Synchronize Defaults and Process Updated Data forms: At least one Employee/Job intersection must exist on the POV before you can add another Employee/Job row to the forms using the Select Member list.
   • You can change the Start Date and End Date for employees (new hires and existing employees) on Mass Update forms. When you save the form, compensation is calculated for the modified rows.
   • You can use Mass Update forms to inactivate multiple employees at one time by entering an End Date. When you use this method:
     • Employees' status is changed to Closed.
     • Headcount and Compensation numbers are cleared for future periods of Plan Departure month.
     • FTE and Merit month information are not cleared for future periods (including future years) of Plan Departure month.

   • Alternatively, you can use Plan Departure to plan employee departure one at a time. When you use this method:

     • The employee status is changed to Departed or Resigned.
     • FTE, Headcount, and Compensation are cleared for future periods of Plan Departure month.
   For more information about Plan Departure, see Planning an Employee's Departure.