Editing a benefit year

Select the "Edit Benefit Year" link from the left pane.
The "Edit Benefit Year" page appears.
The system displays the following fields

Date Format	The date format that is applicable to the login user. If the user does not define the date format, the system displays the date format applicable to the organization unit that is defined in the “Enterprise Modeller Company Definitions”
Benefit General Info Unit	The name of the organization in which the benefit set up unit has been deployed.
	From the drop-down list box select the organization unit for which details of the benefit year is to be modified. The drop-down list box displays all the organization units in which the Benefits General Information component has been deployed and interacts with the login organization unit

To select through Search Criteria

Use this method, if you know just a few characters of the benefit year code or the benefit year description. In the search criteria group box, specify the search criteria based on which the system will fetch the records.

To specify the search criteria, you must enter one or more characters that the benefit year code or description contains. Optionally, you can enter the “From Date and “To Date” fields, to narrow your search. Search based on wild card characters is also supported.

Enter the following search criteria values, in some or all of the following fields.

Benefit Year Code	The unique code of the benefit year containing specific character type in the starting character or characters of this benefit year code.
	Alternatively, type in these characters in any combination with wild cards. Example, TYC1, will search for those benefit year codes that start with TYC1. Other examples are TYC1, TYC1, TYC1 and TYC1*.
Benefit Year Short Description	To view all benefit year short descriptions containing specific characters, type in the starting character or characters of the benefit year short description.
	Alternatively, type in these characters in any combination with wild cards. Example, BNFTYR1, will search for those benefit year codes that start with BNFTYR1. Other examples are BNFTYR 1, BNFTYR1, BNFTYR and BNFTYR 1*.
Year Type	From the drop-down list box select the type of the benefit year. The drop-down list box contains two values viz., Calendar Year and Fiscal Year. One among them must be selected.

Select the “ Search” pushbutton.
The list of records satisfying the search criteria is displayed in the multiline.

Note: If the search criteria are entered in more than one field, the system will fetch only those records that satisfy the combination of the search criteria specified.
If you do not enter the search criteria, and select the “Search” pushbutton, the system will fetch all the records that are applicable to the selected benefit setup unit

The following field, displayed in the multiline, cannot be edited.

Benefit Year Code

The unique code of the benefit year record

Edit any or the following fields in the multiline

Benefit Year Short Description	The short description of the benefit year.
Benefit Year Long Description	The long description of the benefit year.
Year Type	From the drop-down list box select the type of the benefit year. The drop-down list box contains two values viz., Calendar Year and Fiscal Year. One among them must be selected.
From Date	The date from which the benefit year record is effective
To date	The date until which the benefit year record will be effective

Mapping to Org. Units

From the drop-down list box select the value

Applicable to	Select one of the three options available in the drop-down list box: “All Org. Units”, “Login Org. Units” or “Selective Org. Units”. If you select
	“All Org. Units”, the benefit year record will be made available to all organizational units of the group company.
	“Login Org. Units”, the benefit year record will be mapped to the organizational unit to which the login user is attached
	“Selective Org. Units”, the benefit year record will be available only to specific organizational units.

Note: The actual mapping of the benefit year record to the organizational units is carried out in a separate page called “Map Org. Units”.

After you edit the record, select the “Save” pushbutton to save the changes made.

To Proceed

Click the "Org. Unit Mapping" link to map the benefit year record to the organizational unit.

What you can do in this page

To select through Search Criteria

Mapping to Org. Units