Update fields in set actions

The Update field can be found in set actions such as Mass Create Enrollments and Update General Ledger. Each Update field has a List option and an Update option.

The List (non-update) option creates a temporary list of records in a Pending status that meet the selected criteria. You can print or save the list. Any time the action is run again using the List option, existing temporary records are deleted and new records are created for the selected parameters. If you run the action again with different parameters, only the records that meet the new parameter criteria are deleted and recreated.

The Update option commits the changes to the database. In some cases where indicated, it also creates a list of records in a Processed status. If the action is run in Update mode after running the action in List mode, Pending temporary records are deleted, and in some cases temporary Processed records are created for the selected parameters. If the action is run in Update mode with different parameters than used when running it in List mode, only the temporary records that meet the new parameter criteria are deleted. They are optionally recreated with a status of Processed. We recommend that you use the same selection criteria to List as you do to Update. This ensures that you have a record of the changes that you intend to make.

When using the List or Update options, records with a status of Error or Exception are created if errors occur the set action is run.

Select Actions > Remove From List to remove selected records from the lists. Select Actions > Remove All From List to clear a list by Status or to clear all records from the list. Use these actions to remove Pending records that were created but not meant to be processed. You can also use these actions to remove Processed or Error records after the actions have completed successfully and the resulting data has been verified.

The Update field exists in these set actions:

  • Mass Create Enrollments
  • Mass Terminate Enrollments
  • Transfer Plans By Eligibility Group
  • Transfer Plans by Accrual End Date
  • Update General Ledger
  • Reevaluate Absence Dates
  • Restore FMLA Leave
  • Close Unprocessed Service
  • Update Finance