Hi Brian,

If you have GLSEG2 integrated with an HRMS Org Code Level you need to update the org code values in the employee HR record. The best way to update the employee org codes will be to under Employee>Process>Mass Update select to update the Employee Personnel file, update the org code that corresponds to the Org Code you want to update and also use an expression so that you are only updating the records you want. This process will update the org code value in employee HR record and running the Open Payroll Process will update the GLSEG2 value in the employee payroll record. Make sure you make backups before running the Mass update!

If you are not integrating GLSEG2 with an HRMS Org Code Level you can hover over an employee record in payroll, right click and select export to export all employee payroll records to excel. In excel you can update the GLSEG2 values and import.

best,

Angel

Angel,

Thanks for your quick response.  How can I find out if GLSEG2 is integrated with org code level?    

Assuming it is not integrated. when I right click I do not see "export"  Here is what I did.  

1) I went to "payroll" --" employee earnings distribution"

2) pick an employee from the finder

3) then right click.

What did I miss here?

Thanks

Brian

In HRMS open Setup>Payroll>Database Setup and open Employee Configuration. In the Cost Center tab you will see if your GLSEG2 is mapped to a Sage HRMS org code level. Sorry, the employee export/import has to be done using the Sage Payroll screens, windows start menu type Sage Payroll and login with admin admin. You would open an employee payroll record and click File>Export. This is a perfectly acceptable option to update GLSEG2 at the payroll employee level, but it is most likely the case that your GLSEG2 is mapped to an HRMS org code level so if you make the change only in the employee payroll record running the Open Payroll Process will change it back to what it was. Hence, if GLSEG2 is integrated with an HRMS Org Code Level, the employee HR record is what needs to be updated using the Mass Update process. 

Thanks.  Yes, it is integrated.  I see your point.

In my case, we want to keep budget number 12345 in the system then add 67890,   The idea is to keep the history so the terminated employees or old records will still show 12345.  All active employees have 12345 in the earning distribution will be switched to 67890.  I think I have to use HR payroll to export and import.  what do you think?

Thanks again.

I am in sage payroll.  I see the option to export and import but I do not see the earning distribution list.  For example, someone has 10 budget numbers each equal to 10%, only one of them shows 12345.  In order to change it to 67890.  I am assuming I should see all 10 budget numbers on the list.  I don't see it there.  Is it under a different screen?  Thanks

Just caught you are wanting to update Employee Earnings Distribution. In Sage Payroll you can do the File>Export from the Employee Earnings Distribution screen found in Time Card Distribution. The process I was referring to before is if you want to update an employee's default GLSEG2 value in their Cost Center tab. 

Thank you so much.   I see it now.

I am able to export it.  When I try to import back, I only see insert, no update.  Will "insert" overwrite existing records or will it update the records.   Thanks

Good catch. Sage didn't make this one too friendly for updating. That will only insert a new record. You would have to create a new code, which wouldn't be too difficult since you can update the code name in your import file in order to insert the new code. To update the existing code, what we have done before is AFTER EXPORTING delete the contents in the tables DPDSHD and DPDSDT. If you are not comfortable using the database engine to delete the contents of the tables you may want to contact your business partner. It is fairly routine, but if you don't know what you are doing things can get messed up. As always remember to do backups.

So after export -

You meant to delete "everything" on the tables DPDSHD and DPDSDT, right?  Just want to confirm that.  I can use SQL to do that.

Thanks

Yes, exactly use sql to delete from those 2 tables. If you do the export first you can always import it back in and you are back where you started.