How to Process Effective Date Changes
- Nickolai Walk
- Justin Hetrick
- Trevor Fultz
Use the options on the Effective Date Changes menu to add or change an employee's records for posting to the system on a future date. For example, if an employee's deduction for health care coverage changes next month or a new pay rate goes into effect in a few weeks, you can enter the change now, and then post the record so it takes affect at the appropriate time.
Employees creating Effective Date Changes
Employees can create effective date changes through Unified Talent’s Employee Records by filling out one of the available forms.
Menu Path
Human Resources → Periodic Routines → Periodic Processing → Effective Date Changes
Be sure to consider the Post? checkbox for adding and changing Effective Date Changes
Select the box to enable the change to be posted on the Effective Date. You must run the Post option on or after the effective date for the record to post.
Leave the box blank to prevent the change from posting when you run the Post option. You can edit the record later to select the Post? option.
Add an Effective Date Change Record
Navigate to the menu path listed above.
Select the record type from the list.
Select Add New.
Some pages open editing on the same page
Some pages display a detail page
Fill out the fields.
Select Accept.
Change an Effective Date Change Record
Navigate to the menu path listed above.
Select the record type from the list.
In the Search Criteria section, enter criteria identifying the records to list and then click Find.
To run an advanced search, use the Advanced button.
Select the record you want to change, and then click Accept to display it on either the current page (most options) or a detail page.
Change the record's data as needed.
Select Accept.
Delete an Effective Date Change Record
Navigate to the menu path listed above.
Select the record type from the list.
In the Search Criteria section, enter criteria identifying the records to list and then click Find.
To run an advanced search, use the Advanced button.
Select the record you want to delete.
Select Delete.
In the confirmation dialog, select Yes.
Generate a Report of Effective Date Change Records
Navigate to the menu path listed above.
Select the record type from the list.
In the Search Criteria section, enter criteria identifying the records to list and then click Find.
To run an advanced search, use the Advanced button.
If you want to list all records, clear filters and then select Search.
From the toolbar, select Print.
In the Print Effective Changes page, select one of the following radio buttons to define the report's sort order. Name refers to the last name of the employee.
1 - Effective Date/Name
2 - Department/Name
3 - Effective Date/Department/Name
4 - Name
Select Accept.
In the Print dialog, specify how you want to generate the report and then click OK.