Period management

You can manage periods in HRSD Total Rewards from the Manage Periods menu.

Adding periods

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Periods.
  4. Click Add.
  5. Specify this information:
    Code
    Specify the period code to identify the period. Codes cannot be duplicated.
    Start Date
    Specify the period start date.
    End Date
    Specify the period end date.
    Description
    Optionally, provide a description for the period.
  6. Click Save.

Editing the period code of an existing period

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Periods.
  4. Select a period.
  5. Modify the Code field.
  6. Click Save.

Editing multiple period fields

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Periods.
  4. Select a period.
  5. Modify the Code field and any additional fields as required.
  6. Click Save.

Editing period details without changing the period code

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Periods.
  4. Select a period.
  5. In the Code field, temporarily modify the existing value.
  6. Modify the other period details as required.
  7. Click Save.
  8. Select the period you modified.
  9. In the Code field, specify the original value.
  10. Click Save.

Setting the active import period

Use the Active Import Period to automatically assign imported data to a destination Period when the source file does not contain a Period Match Code.

A Period Match Code is a value in the source file that specifies the Period to which imported data is assigned. When a Period Match Code is not included in the source file, the Active Import Period is used as the destination Period.

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Periods.
  4. Select a period.
  5. Click Set Active Import Period.
  6. Click Yes.

Deleting a period

  1. Log in to HR Service Delivery.
  2. Click Knowledgebase to open the navigation panel.
  3. Select Administration > Total Rewards Admin > Manage Periods.
  4. Select the checkbox of the period to delete.
  5. Click Delete.
  6. Click Ok.