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<< Click to Display Table of Contents >> Mass update dental protection for archived employees |
Access: Year-end > Tools > Mass update > Dental Protection
1Under Filters, if you have access to more than one company, select a Company, and then select the desired search criteria.
Points to remember ▪This feature applies only to terminated and archived employees who have cumulative earnings in the previous tax year. ▪This feature is only accessible during the year-end period after the first payroll processing of the year. ▪This modification is intended to ensure the accuracy of the information used to produce year-end tax slips for archived employees. ▪When using this new feature, changes to the protection code, as well as additions and modifications made to the employee profile, are processed immediately rather than with the next payroll. |
2If necessary, use the Other filter section to obtain a more specific list of employees.
▪Select Offered dental protection in the Selection field.
▪Choose an Operator.
▪Enter a Value to filter employees according to their current dental protection.
3Specify the employee sort order in the Sort section.
4Under Information to modify, select Offered dental protection in the Field field.
▪This value is predefined and cannot be modified.
5Select an Operator.
▪Massive entry: Allows you to choose the new dental protection individually for each employee on the next screen.
▪(=) Assignment: Allows you to immediately assign the same dental protection to all selected employees.
6Select the new Dental Protection to apply.
Points to remember ▪The available dental protections are : 1 - No dental insurance or coverage of any kind 2 - Beneficiary 3 - Beneficiary, spouse, and dependent children 4 - Beneficiary and spouse 5 - Beneficiary and dependent children ▪ When using Batch simulation or Batch save, the Massive entry operator is not available. ▪It is not possible to assign a blank value during batch processing. |
7Under Modification reason, select the reason for the change.
▪The selected reason will be recorded in the change history of the employee’s file.
8Click one of the following buttons :
▪Modify by page displays the table screen to make changes in pages of 10 employees.
▪Batch simulation allows you to verify the selected employees and proposed changes before applying them. A simulation report is generated.
▪Batch save allows you to apply the changes directly. An execution report is generated.
Modify by Page
9a In the List of modifications, uncheck the box next to the employees you want to exclude from the mass update.
9b Verify the displayed information.
▪If necessary, modify the value in the New value column for one or more employees.
▪Click Save/Next to go to the next page.
▪Click Save and submit on the last page to complete the process.
Points to remember ▪Click the Selection criteria hyperlink to view the filters used. ▪Check or uncheck the header checkbox to select or deselect all employees displayed on the page. ▪The Current value column displays the dental protection currently saved in the employee’s file. ▪If an error or warning is detected, an icon is displayed to the left of the employee. Hover over the icon to display the explanatory message. |
Batch Simulation
10a Click Batch simulation.
10b On the Mass modification results screen, click the Employees hyperlink in the Results section.
10c Review the report to validate the selected employees and the simulation results.
Batch Save
11a Click Batch save.
11b In the confirmation window, verify the selection criteria and the dental protection that will be applied.
11c Click OK to confirm the process.
11d On the Mass modification results screen, select the Execution report by clicking the Employees hyperlink in the Results section.
11e Review the report to validate the modified employees and check for any information, warning, or error messages.