Select the “Edit rate table” option from the left pane.
The “Select Rate Table” page appears.
The system displays the following fields
Date Format |
The date that is applicable to the login user. If the user does not define the date format, the system will display the date format applicable to the Organization unit, which is defined in the “Enterprise Model Company Definitions” |
Benefits General Info. Unit |
From the drop-down list box select the organization unit from for which the rate table details must be modified. |
From the drop-down list box select the organization unit for which details of the rate table must 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.
Select the rate table record, either through the “Direct Entry” group box or through the “Search Criteria” group box.
To select through Direct Entry
Use this method if you know the complete code of the rate table record.
Enter the code of the rate table category that must be modified or deleted, in the “Rate Table Code” field.
Select the “Edit Rate Table” hyperlink.
The “Edit Rate Table” page appears. All details of the selected record are displayed. If the rate table is variable based, select the “Edit Rate Table – Variable Based” link at the bottom of the page. The “Rate Table- Variable Based” page appears. Make necessary changes.
To edit the rate table details, refer to the topic “Editing the Rate Table”.
To select through Search Criteria
Use this method, if you know just a few characters of the rate table code or the rate table 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 rate table code or description contain. Optionally, you can enter the effective dates 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.
Rate Table Code |
To view the rate table codes containing specific characters, type in the starting character(s) of the rate table codes. |
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Alternatively, type in these characters in any combination with wild cards. Example, RT01*, will search for those rate table codes that start with RT01. Other examples are *T01 R*1 and *T0* |
Rate Table Short Description |
To view all rate table short descriptions containing specific characters, type in the starting character/s of the short description. |
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Alternatively, type in these characters in any combination with wild cards. Example, Rtab*, will search for those rate tables short descriptions that start with Rtab*. Other examples are *Rtab, *Rt* |
Rate table Description |
To view all rate table long descriptions containing specific characters, type in the starting character/s of the long description. |
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Alternatively, type in these characters in any combination with wild cards. Example, Rate table*, will search for those Rate table Long descriptions that end with rate table. Other examples are table*, *rt*. |
Effective From Date |
To view all rate tables with a specified effective start date, type in this date. Example, if you type in “1 January 2002”, the system will fetch all the rate table records whose start dates are 1 January 2002. |
Effective To Date |
To view all rate tables with a specified effective end date, type in this date. Example, if you type in “1 January 2002”, the system will fetch all the rate table records whose end dates are 1 January 2002 |
Select the “ Search” pushbutton.
Note:
If only one search criteria value is entered, the system will fetch the
records that satisfy this value.
If more than one search criteria value is entered, the system will fetch
the records satisfying all the specified values.
If you do not enter any value in the search criteria group box and select
the “Search” pushbutton, the system will fetch all the records that are
applicable to the selected organization unit.
The system displays the following details in the multiline, for the rate table records that satisfy the search criteria specified.
Rate table Code |
The unique code that identifies the rate table. |
Rate table Short Description |
A brief description of the rate table. |
Rate table Long Description |
The complete description of the rate table. |
Effective From Dates |
The date from which the rate table is effective. |
Effective To Dates |
The date until which the rate table is effective. |
From the multiline, select the record that must be modified or deleted, by checking beside the record in the “Select” column.
Select the “Edit Rate table” hyperlink at the bottom of the page.
The “Edit Rate table” page appears.
To select through Direct Entry
To select through Search Criteria