Configuring Element Overrides

This chapter provides an overview of element assignment overrides, and discusses how to:

Modify and replace the supporting element override components to suit your business process needs.
Review standard component override examples.
Review alternate component override examples.

Understanding Element Override Configurations

Global Payroll enables you to configure the pages of the following delivered components:

Element Detail page (accessible through the Element Assignment By Payee component and the Payee Assignments by Element component, commonly known as the “earning/deduction assignment” pages).
Calendar ID Override Details page (accessible through the Positive Input By Payee component and the Positive Input By Calendar component).

You can use the pages on these components as delivered, or:

Modify them by changing the labels, prompt tables, translate values, and yes/no values to better suit the element you want to override.
Create an entirely new component to replace the Element Detail page. This gives you additional flexibility to define fields, page labels, prompts, and other page elements.

You create an alternate component just as you would any other component in PeopleSoft—by using PeopleSoft Application Designer.

See Enterprise PeopleTools PeopleBook: PeopleSoft Application Designer.

Modifying the Element Override Components

Two setup components enable you to modify the element override pages. More specifically, through the Configuration by Element and Configuration by Category components, you can:

Replace the Element Detail page (for earning/deduction assignments) with an alternate component of your own creation (to handle the overrides of loans, garnishments, and bonds, for example).
Modify the Element Detail page (for earning/deduction assignments) and the Calendar ID Override Details page (for positive input), with a page that enables you to:
- Define group box labels for the supporting element overrides.
- Indicate what supporting element overrides a user can enter.
- Indicate if a field is required.
- Indicate any prompts, yes/no values, and translate values that apply, for each supporting element override.
- Define supporting element override labels.

The following table lists the element override pages that you can modify or replace, and describes the changes that you can make to each:

Element Override Page Name	Access Method	Modify/Replace	Hide/Display Additional Overrides Group Box	Summary
Calendar ID Override Details	Click the Details link on the Positive Input by Payee page. Click the Details link on the Positive Input by Calendar page.	Yes/No	Not applicable	Define a descriptive label for the Supporting Element Overrides group box. For example, you can label the group box Car Allowance Overrides which will display as a new group box within the standard Supporting Element Overrides group box. Replace the generic field labels in the Supporting Element Overrides group box with descriptive labels. For example, in place of the field labeled Variable Name, which lists variables by their object name, you can insert a field with a descriptive label, such as State or Company for variables identifying a state or business unit. Link the fields in the Supporting Element Overrides group box to prompts such as Yes/No edit prompts, translate table prompts, and standard prompts. For example, you can define a field for State or Location and link it to a prompt table for states or locations. Define a field as Required to oblige the user to enter data.

Element Detail

Click the Element Name link on the Element Assignment page.
Click the EmplID link on the Payee Assignments page.

Yes/Yes

Yes

Define a descriptive label for the Supporting Element Overrides group box. For example, you can label the group box Car Allowance Overrides instead of Supporting Element Overrides for a specific car allowance.
Replace the generic field labels in the Supporting Element Overrides group box with descriptive labels. For example, in place of the field labeled Variable Name, which lists variables by their object name, you can insert a field with a descriptive label, such as State or Company for variables identifying a state or business unit.
Link the fields in the Supporting Element Overrides group box to prompts such as Yes/No edit prompts, translate table prompts, and standard prompts. For example, you can define a field for State or Location and link it to a prompt table for states or locations.
Define a field as Required to oblige the user to enter data.
Configure the Element Detail page to hide or display the fields in the Additional Overrides group box.

Configuring Element Override Assignments

This section provides an overview of the setup components and modification steps, and discusses the pages used to create standard and alternate element override components.

Understanding the Setup Components

PeopleSoft delivers two virtually identical components through which you can modify or replace the supporting element override components:

Configuration by Element
Configuration by Category

Each component consists of three pages, through which you can do the following:

Use the Common Settings page to define supporting element override changes that apply equally to both the Element Detail page and the Calendar ID Override Details page.
Use the Earning Deduction page to modify the Element Details page (accessible through the Element Assignment By Payee component and the Payee Assignments by Element component), or to indicate that you want to replace the element override component with your own alternate component.
Use the Positive Input page to modify the Calendar ID Override Details page (accessible through the positive input components).

Understanding Standard Modification Steps

To modify an element override component:

Access the Configuration by Element component or the Configuration by Category component for the element.
On the Common Settings page, define your own element override group box label using the Label Type, Message Set, Message Number, and Label Name fields.
If you plan to create a standard override for both earning/deduction assignments and positive input, and the override information is the same for each, enter your specifications on the Common Settings page in the Standard Component Overrides group box.
If you have different specifications for earning/deduction assignment overrides and positive input overrides, specify your override information separately, using the Standard Component Overrides group box on the Earning and Deduction page and Positive Input page, respectively.
Save the component.

Understanding Alternate Component Modification Steps

To create an alternate component and use it to replace the existing Element Detail page for an element:

Create a replacement component using PeopleSoft Application Designer.

See Enterprise PeopleTools PeopleBook: PeopleSoft Application Designer.
Access the Configuration by Element component, or the Configuration by Category component for the element.
On the Common Settings page, define your own element override group box label using the Label Type, Message Set, Message Number, and Label Name fields. This will apply to the Calendar ID Override Details page only, since you are replacing the Element Detail page with an alternate component.
On the Earning Deduction page, select the Alternate Component option.
In the Content Reference Name field, enter the component that you defined in step 1.
Access the Positive Input page to make any standard modifications to the Element Overrides group box.

Note. You cannot replace the Calendar ID Override Details page with an alternate component. Modification to the Calendar ID Override Details page is limited to modifying the fields, labels, and prompts, on the Element Overrides group box only.
Save the component.

Pages Used to Configure Element Overrides

Page Name	Object Name	Navigation	Usage
Configuration by Category - Common Settings	GP_ED_SETUP_CAT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Configuration by Category, Common Settings	Define your own label for the Supporting Element Overrides group box. It will appear in the system for elements in the specified element category. Enter standard element override specifications if you want the Supporting Element Override fields to appear the same on both the Element Detail and Calendar ID Override Details pages.
Configuration by Category - Earning Deduction	GP_ED_SETUP_CAT_ED	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Configuration by Category, Earning Deduction	Indicate if a standard or alternate component is used, and further define the supporting element override details as appropriate.
Configuration by Category - Positive Input	GP_ED_SETUP_CAT_PI	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Configuration by Category, Positive Input	Enter standard element category override specifications for the Calendar ID Override Details page.
Configuration by Element - Common Settings	GP_ED_SETUP_CAT	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Configuration by Element, Common Settings	Define your own label for the Supporting Element Overrides group box, wherever it appears in the system for the specified element. Enter standard element override specifications if you want the Supporting Element Override group box fields to appear the same on both the Element Detail and Calendar ID Override Details pages. Note. The fields on this page are similar to those on the Configuration by Category - Common Settings page. See Entering Common Element Override Settings.
Configuration by Element - Earning Deduction	GP_ED_SETUP_ED	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Configuration by Element, Earning Deduction	Indicate if a standard or alternate component is used, and further define the supporting element override details as appropriate, for the Element Detail page. Note. The fields on this page are similar to those on the Configuration by Category - Earning Deduction page. See Specifying Earning Deduction Override Information.
Configuration by Element - Positive Input	GP_ED_SETUP_PI	Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, System Settings, Configuration by Element, Positive Input	Enter standard element override specifications for the Calendar ID Override Details page. Note. The fields on this page are similar to those on the Configuration by Category - Positive Input page. See Specifying Positive Input Override Information.

Entering Common Element Override Settings

Access the Configuration by Category - Common Settings page.

Note. The preceding exhibit shows the Configuration by Category - Common Settings page. This page is very similar to the Configuration by Element - Common Settings page. The only difference between the two pages is the Configuration by Category - Common Settings page has an additional Category field that appears at the top of the page.

Country	Displays the country for which you are modifying the element override components.
Category	When you access the Configuration by Category - Common Settings page, the system displays the category of elements (earnings or deductions) for which you are modifying the element override components. Note. You define element categories on the Category Types page. You assign categories to elements on the element name page (GP_PIN).
Entry Type	Displays the entry type for which you are modifying the element override components. Valid values are: Earnings Deductions
Element Name	When you access the Configuration by Element - Common Settings page, the system displays the element for which you are modifying the element override components.

Standard Component Override Group Box Label

Use the following fields to define a descriptive label to replace the generic Supporting Element Overrides group box label on the Element Detail page and the Calendar ID Override Details page.

Note. The system references these values for delivered or standard supporting element override components.

Label Type	Select one of the following options: Static Text If you select Static Text, you must enter a static label in the Label Name field. Message Catalog If you select Message Catalog, you must specify the message set and message number of the new label. When you enter the message set and number, the system displays the associated label.
Message Set	Select the message set containing the label you want to display on the Element Detail page and the Calendar ID Override Details page. This field becomes available when you select Message Catalog as the group box label type.
Message Number	Select the message number corresponding to the label you want to display on the Element Detail page and the Calendar ID Override Details page. This field becomes available when you select Message Catalog as the group box label type.
Label Name	Enter the label you want to display on the Element Detail page and the Calendar ID Override Details page. This field becomes available when you select Static Text as the group box label type.

Standard Component Overrides

Use the fields in the Standard Component Overrides group box to specify the same element override modification rules for both the earning/deduction assignment entries, and positive input entries. Specifically, use the Element tab and the Detail tab to define:

The supporting elements you want users to be able to override on the Element Detail page and the Calendar ID Override Details page.
The order in which supporting elements appear on the Element Detail page and the Calendar ID Override Details page.
Prompts and required fields.

Display Order	Enter a sequence number to define the order in which the override elements appear on the Element Detail page and the Calendar ID Override Details page. Note. The lower the sequence number, the higher the priority.
Element Entry Type	Enter the kind of supporting elements for which you want to enter overrides on the Element Detail page and the Calendar ID Override Details page. Only one common option is available: Variable.
Element Name	Enter the name of the element corresponding to the specified entry type. Only elements that are set up to allow overrides at the payee level are included in the prompt.
Required	Select to make the element required on the Element Detail page and the Calendar ID Override Details page. If this check box is selected, and the user does not enter an override value for the element on the Element Detail page or the Calendar ID Override Details page, the user will receive a save edit error.
Edit Type	Use this field to associate prompt table edits with the supporting element specified in the Element Name field. Enter one of the following values: No Prompt Select if you do not want to associate a table edit with the supporting element. Xlat Value Select if you want to associate a translate table edit with the supporting element. If you select this option, you must identify the translate table in the Prompt View Name field. Yes/No Select if you want to associate a Yes/No edit with the supporting element. If you select Yes/No, a check box will appear next to the field for the supporting element override on the Element Detail page and the Calendar ID Override Details page. Prompt Select if you want to associate a prompt table edit with the supporting element. If you select this option, you must identify the prompt view in the Prompt View Name field.
Label Type and User Field - Label	Select one of the following options: Description If you select Description, the supporting element short description appears in the User Field - Label field. Element Name If you select Element Name, the supporting element name appears in the User Field - Label field. Static Text If you select Static Text, you must enter an alphanumeric value 1–15 characters in length in the User Field - Label field.

Specifying Earning Deduction Override Information

Access the Configuration by Category - Earning Deduction page.

Note. The preceding exhibit shows the Configuration by Category - Earning Deduction page. This page is very similar to the Configuration by Element - Earning Deduction page. The only difference between the two pages is the Configuration by Category - Earning Deduction page has an additional Category field that appears at the top of the page.

Alternate Component	Select to designate an alternate component to replace the Element Detail page for a specific element. If you select this option, you must enter the portal definition of the alternate component in the Content Reference Name field. Note. You must create an alternate component prior to selecting it on this page. See Enterprise PeopleTools PeopleBook: PeopleSoft Application Designer.
Content Reference Name	Enter the name of the component you have created to replace the standard Element Detail page. This field is available only if you select a component type of Alternate Component.
Standard Component	Select if you want to modify, but not replace, the element override component for a specific element.
Display Additional Overrides	Select to display the existing fields in the Additional Overrides group box on the Element Detail page.

Standard Component Overrides

If you select the Standard Component option, the following fields are available for you to enter your supporting element override component modifications:

Display Order	Enter a sequence number to define the order in which the override elements appear on the Element Detail page. Note. The lower the sequence number, the higher the priority.
Element Entry Type	Enter the kind of supporting elements for which you want to enter overrides on the Element Detail page. Only one assignment option is available: Variable.
Element Name	Enter the name of the element corresponding to the specified entry type. Only elements that are set up to allow overrides at the payee level are included in the prompt.
Required	Select to make the element required on the Element Detail page. If this check box is selected, and the user does not enter an override value for the element on the Element Detail page, the user will receive a save edit error.
Edit Type	Use this field to associate prompt table edits with the supporting element specified in the Element Name field. Enter one of the following values: No Prompt Select if you do not want to associate a table edit with the supporting element. Xlat Value Select if you want to associate a translate table edit with the supporting element. If you select this option, you must identify the translate table in the Prompt View Name field. Yes/No Select if you want to associate a Yes/No edit with the supporting element. If you select Yes/No, a check box will appear next to the field for the supporting element override on the Element Detail page. Prompt Select if you want to associate a prompt table edit with the supporting element. If you select this option, you must identify the prompt view in the Prompt View Name field.
Label Type and User Field - Label	Select one of the following options: Description If you select Description, the supporting element short description appears in the User Field - Label field. Element Name If you select Element Name, the supporting element name appears in the User Field - Label field. Static Text If you select Static Text, you must enter an alphanumeric value 1–15 characters in length in the User Field - Label field.

Specifying Positive Input Override Information

Access the Configuration by Category - Positive Input page.

Note. The preceding exhibit shows the Configuration by Category - Positive Input page. This page is very similar to the Configuration by Element - Positive Input page. The only difference between the two pages is the Configuration by Category - Positive Input page has an additional Category field that appears at the top of the page.

Display Order	Enter a sequence number to define the order in which the override elements appear on the Calendar ID Override Details page. Note. The lower the sequence number, the higher the priority.
Element Entry Type	Enter the kind of supporting elements for which you want to enter overrides on the Calendar ID Override Details page. Select from the following options: Variable SystemElem
Element Name	Enter the name of the element corresponding to the specified entry type. Only elements that are set up to allow overrides at the payee level are included in the prompt.
Required	Select to make the element required on the Calendar ID Override Details page. If this check box is selected, and the user does not enter an override value for the element on the Calendar ID Override Details page, the user will receive a save edit error.
Edit Type	Use this field to associate prompt table edits with the supporting element specified in the Element Name field. Enter one of the following values: No Prompt Select if you do not want to associate a table edit with the supporting element. Xlat Value Select if you want to associate a translate table edit with the supporting element. If you select this option, you must identify the translate table in the Prompt View Name field. Yes/No Select if you want to associate a Yes/No edit with the supporting element. If you select Yes/No, a check box will appear next to the field for the supporting element override on the Calendar ID Override Details page. Prompt Select if you want to associate a prompt table edit with the supporting element. If you select this option, you must identify the prompt view in the Prompt View Name field.
Label Type and User Field - Label	Select one of the following options: Description If you select Description, the supporting element short description appears in the User Field - Label field. Element Name If you select Element Name, the supporting element name appears in the User Field - Label field. Static Text If you select Static Text, you must enter an alphanumeric value 1–15 characters in length in the User Field - Label field.

Reviewing Standard Component Override Examples

To modify the appearance of an element override detail page, for either an earning/deduction assignment, or positive input entry, you can create a standard component override. For example, if you want to modify the appearance of the Supporting Element Overrides group box on both the Calendar ID Override Details page and the Element Detail page for a given element or element category, you could define the Common Settings page as follows:

Example of Common Settings page for Standard Component Configuration

Then, by going to the Earning Deduction page, you could define which fields appear within the Supporting Elements Overrides group box for the Element Detail page as follows:

Example of Earning Deduction page for Standard Component Configuration

Example of Earning Deduction page: Detail tab for Standard Component Configuration

Note. To have the same fields apply or appear on the Calendar ID Override Details page you need to also define the fields on the Positive Input page. Instead, if you know you want the same fields to appear on both the Element Detail page and the Calendar Override Details page, you can define the fields on the Common Settings page.

Once you have defined the standard configuration, you can access the Element Assignment By Payee page (or the Payee Assignment By Element page) to assign or override a deduction element that falls within the element category of Superannuation:

Example of Element Assignment By Payee page for Standard Component Configuration

You'll click the Element Name link for ER ADDLSPR and access the Element Detail page, where you will see the modified Supporting Element Overrides group box instead of the delivered group box:

Example of Element Detail page (1 of 2)

Example of Element Detail page (2 of 2)

Notice that above, the Supporting Element Overrides group box and fields are user-defined. The group box is now named Superannuation Override, and the fields within the group box have the user-defined labels we defined previously on the Earning Deduction page. Also note that on the Common Settings page, since the Display Additional Overrides check box was selected, that following the Superannuation Override group box is the group box for Additional Overrides. If the check box was cleared, this group box would not appear at all.

Note. In our example, because nothing was configured for the Positive Input page, the delivered Calendar ID Override Details page (accessible through the positive input pages) will not be modified.

Reviewing Alternate Component Override Examples

To replace an element override detail page altogether (for earning/deduction assignment overrides only), you can create a “replacement” alternate component in PeopleSoft Application Designer, and then create a configuration rule for an element or element category that points to the replacement component. For example, if you want to replace the override details page for the PENSION AL 1 element with a component of your own design, you could define the Common Settings page as follows:

Example of Common Settings page for Alternate Component Configuration

Then access the Earning Deduction page and select the Alternate Component option and enter your replacement component's content reference name:

Example of Earning Deduction page for Alternate Component Configuration

Once you have defined the replacement component, you can access the Element Assignment By Payee page (or the Payee Assignment By Element page) to assign or override the PENSION AL 1 element:

Example of Element Assignment By Payee page for Alternate Component Configuration

You'll click the Element Name link for PENSION AL 1 and access a detail page for the element, where you will see the following replacement component instead of the delivered Element Detail page:

Example of a user defined alternate page

Notice the page title, group box titles, and all of the field labels for this page (HC_GPFR_GAR_DAT_GBL) are user-defined. This page was built by the user in PeopleSoft Application Designer.