To enter a batch header and control totals:You can enter batches of element entries in the Batch Header and Batch Lines windows. The header identifies the batch and determines what happens if any of the batch lines duplicate existing element entries.
To enter a batch header and control totals:Set your effective date to the date when you want the entries to take effect.
Enter a name for the batch, and select a batch type. You can also enter a reference number and the source of the batch, if you require these for your own reference.
Select what action the process should take if one of the batch lines matches an existing element entry for an assignment at the effective date.
Create New Entry - The process creates a new entry if multiple entries of the element are allowed by the element definition. If multiple entries are not allowed, the process sets the status of the batch line to Error.
Reject Entry - The process sets the status of the batch line to Error.
Change Existing Entry - The process corrects or updates the existing entry. If there is more than one existing entry, the process sets the status of the batch line to Error.
The Undefined option is display-only (for batches created using SQL*Plus or a similar tool).
If you selected Change Existing Entry, select the type of date effective change to be made to recurring entries:
Update - The process changes the existing entry from the effective date, but preserves the previous information. If there are future-dated changes to the existing entry, the process inserts the change before the next scheduled change.
Correct - The process corrects the existing entry from its start date through to its end date. Any future-dated changes are unaffected.
Override - The process changes the existing entry from the effective date, but preserves the previous information. If there are future-dated changes to the existing entry, the process replaces all future-dated changes with the batch line.
Notice that if you select this option, you cannot check the Reject if Future Changes check box.
The Undefined option is display-only (for batches created using SQL*Plus or a similar tool).
If you want to reject batch lines that match entries that start in the future or for which future changes are scheduled, check the Reject if Future Changes check box.
Notice that if you check this box, you cannot select the Override option.
If you want the batch to be purged from the temporary tables after successful transfer to Oracle HRMS, check the Purge After Transfer check box.
If you want to cancel a rollback process if the system detects run results for any of the batch lines, check the Reject Rollback if Results Exist check box.
Note: The process interlock rule (which prevents you rolling back a payroll process if any further processing has taken place) does not automatically apply to BEE Rollback. If you leave this box unchecked, you can perform a rollback even if run results from payroll processing exist for any of the lines.
If you want rollbacks to exclude batch lines that have previously failed a rollback, check the Reject Rollback if Entry Not Found check box. If you check this box and BEE cannot roll back the element entry, the batch line retains a status of transferred. If you do not check this box, BEE attempts to roll back batch lines that have previously failed rollback, and returns an error status.
If you want rollbacks to include element entries updated since the last BEE operation, check the Roll Back Entry Updates check box. However, even if you check this box, the rollback always excludes overrides and corrections. If you do not check this box, you exclude from rollback all element entries updated since the last BEE operation.
If you want to delete the batch automatically after a rollback, check the Purge After Rollback check box.
If you are going to use the Assignment Lines window and you want the system to display automatically any existing lines in this batch for an assignment and element set you select, check the Auto Query box.
If you are going to use the Batch Lines window and you want the system to display an error if you enter an invalid assignment number, check the Auto Validation box.
If you use control totals to validate the batch before transfer, choose the Totals button
Select a batch control type (such as Hours, to sum all the values in the Hours input value, or Line Count, to check the number of lines in the batch).
Enter the control total for each control type.
You can enter as many types and totals as you require.