Correcting errors
With any processing programs there are bound to be mistakes. Even with a careful eye and attention to detail, some form of correction is often required.
Historical resource service and event data
Resource Service and Event records are typically loaded in using the Time Record Interface, Infor Spreadsheet Designer, or directly added on Open Service Records.
After a service record has been processed and closed, you can no longer view or update it on the Open Service Records page. There may be times when you must perform certain maintenance on historical service and event records. For example, changing a reason code after the details of a resource leave of absence have become known and recorded.
As an example, Sue Stevens has been absent from work for seven days. The time was originally reported by her manager as sick time so that she would be paid for her absence. The time records have been entered in HR Payroll and processed in both the current payroll and absence plan cycles.
Human Resources has now been notified that Sue is returning for approximately one month, and that Sue has been granted a medical leave of absence. The time initially reported as normal sick days must be reclassified as FMLA time paid out under the sick plan. A different reason code ensures that Sue's FMLA usage is correctly tracked even though the hours are paid by the company sick plan.
Service and event data
If the Absence Plan processing cycle has not been closed, make the correction using the Open Resource Service Records page.
If an event record has been processed through the Absence Plan processing cycle, certain fields can be changed. Select . Select the Events tab.
- Reason Code if the Plan Balance on the new reason code is the same as on the old one.
- Points
- Occurrence
If a service record must be changed to hold a new service code and the cycle is closed, you must perform a two step process. The two stepl process reverses the incorrect record and re-adds the hours/wages under the correct code.
If an event record must be changed to a new reason code with a different Plan Balance and the cycle is closed, you must perform a two step process. The two step process reverses the incorrect record and re-adds the hours/wages under the correct code.
If the number of hours on the service or event record was specified incorrectly and the cycle is closed, a manual adjustment can be done with the Manual Transaction Codes page.