Managing Automatically Generated Triggers and Defining Triggers Manually

Page Name	Definition Name	Usage
Segmentation Page	GP_TRIGGER_SEG	View, add, or cancel segmentation triggers by payee. A segmentation trigger must be active to be viewed or managed on this page.
Retro Page	GP_TRIGGER_RTO	View, add, or cancel retroactive triggers by payee. A retroactive trigger must be unprocessed to be viewed or managed on this page. You can also view processed retroactive triggers (in an unfinalized calendar group) on this page.
Iterative Page	GP_TRIGGER_ITER	View iterative triggers by payee. An iterative trigger must be unprocessed to be viewed on this page.
Review Iterative Triggers Page	GP_TRGRITER_CALRUN	View iterative triggers by calendar group ID. An iterative trigger must be unprocessed to be viewed on this page.

Use the Review Triggers (GP_TRIGGER) and Review Iterative Triggers (GP_TRGRITER_CALRUN) components to:

Review and manage triggers generated automatically by the online system.
Define retro and segmentation triggers manually when you want to bypass the setup for online trigger generation.
View the source record or field for a trigger as well as the field value changes that cause iterative, segmentation, or retroactive processing. This information is useful for debugging and troubleshooting when you are trying to determine why a particular instance of iterative, retro, or segmentation processing took place.

Note: The system does not display source data for manually defined triggers.

Note: You cannot define iterative triggers manually using the Review Triggers (GP_TRIGGER) or Review Iterative Triggers (GP_TRGRITER_CALRUN) components.

Warning! The pages in the Review Triggers and Review Iterative Triggers components enable you to cancel triggers. Do not cancel triggers while a payroll run is processing. This can lead to errors in your payroll results.

Use the Segmentation page (GP_TRIGGER_SEG) to view, add, or cancel segmentation triggers by payee.

A segmentation trigger must be active to be viewed or managed on this page.

Navigation:

Global Payroll & Absence Mgmt > Absence and Payroll Processing > Prepare Payroll > Review Triggers > Segmentation

Event ID

Select the Event ID tab.

Use the fields on the Event ID tab to view basic data such as the trigger effective date and trigger event ID for an automatically generated segmentation trigger, or add this data to define a trigger manually.

Field or Control	Description
Country	Displays the country to which the trigger applies. Enter a country code if you are creating a trigger manually.
Effective Date	Displays the trigger effective date in relation to which a pay period or the elements in a pay period are segmented. Enter a trigger effective date if you are defining a trigger manually.
Event ID	Displays the event ID, which tells the system what type of segmentation to use to process segmentation events and which elements to segment (in the case of element segmentation). The event IDs displayed here are those that you defined on the Segmentation Event Definition page. Enter an event ID if you are creating a trigger manually.
Description	Displays a description of the trigger event ID that you defined on the Segmentation Event Definition page.
Trigger Level	Options are: Payee: If the trigger level is Payee, the system segments pay elements for all jobs belonging to the payee. Job: If the trigger level is Job, the system segments pay elements for the job identified by the employee record number in the Empl Rcd # field.
Empl Record (employee record)	Displays the employee record number (job) affected by the segmentation trigger. If you are defining triggers manually, select the employee record number (job) for which you want to create a trigger. If the trigger level is Payee, the system automatically sets the value of this field to 0.
Trigger Status	Select a trigger status. Options are: Active: By default, the value of this field is Active. Canceled: Select to cancel an active segmentation trigger. When you select Canceled, the trigger disappears when you click Save and reenter the page.

Source

Select the Source tab.

Use the Source tab to view the source record and field for a segmentation trigger.

The system displays either the source record, or both the source record and field for a trigger, depending on the trigger level:

Trigger Level	Information Displayed
Record	Record Information
Field, Non-Value Based	Record and Field Information
Field, Value-Based	Record and Field Information

Field or Control	Description
Country	Same as the Country field on the Event ID tab.
Effective Date	Same as the Effective Date field on the Event ID tab.
Event ID	Same as the Event ID field on the Event ID tab.
Trigger Source	Displays one of the following values: Automatically Generated Indicates that the trigger was created by the online system based on predefined conditions specified during setup. Manually Generated Indicates that the trigger was manually entered on this page.
Source Record	View the record that is the source of a trigger. For manually defined triggers, this field is blank.
Field Name	View the field that is the source of the trigger. For segmentation triggers generated from the earning and deduction assignment record (GP_PYE_OVRD), the field name is PIN_NUM. For manually defined triggers, this field is blank.
Timestamp	Displays the day and time the trigger was created. For manually defined triggers, this field is blank.

Values

Select the Values tab.

Use the Values tab to determine what field value change caused the system to generate a segmentation trigger.

The system displays field values only for triggers at the following trigger levels:

Trigger Level	Information Displayed
Field, Non-Value Based	Field Value Information For segmentation triggers generated from effective dated records, the system displays the character, date, or numeric value that triggers segmentation.
Field, Value-Based	Field Value Information For segmentation triggers generated from effective dated records, the system displays the character, date, or numeric value that triggers segmentation. For segmentation triggers generated from the begin and end dated earning and deduction assignment record (GP_PYE_OVRD), the system displays the name of the element that triggers segmentation.

Trigger Level

Information Displayed

Field, Non-Value Based

Field Value Information

For segmentation triggers generated from effective dated records, the system displays the character, date, or numeric value that triggers segmentation.

Field, Value-Based

Field Value Information

For segmentation triggers generated from effective dated records, the system displays the character, date, or numeric value that triggers segmentation.
For segmentation triggers generated from the begin and end dated earning and deduction assignment record (GP_PYE_OVRD), the system displays the name of the element that triggers segmentation.

Field or Control	Description
Country	Same as the Country field on the Event ID and Source tabs.
Effective Date	Same as the Effective Date field on the Event ID and Source tabs.
Event ID	Same as the Event ID field on the Event ID and Source tabs.
Character Value	Displays the character value that generates a trigger.
Date Value	Displays the date value that generates a trigger.
Numeric Value	Displays the numeric value that generates a trigger.
Element Name	Displays the name of the element (earning or deduction) that causes a trigger to be generated (for segmentation triggers generated from the earning and deduction assignment record [GP_PYE_OVRD]).

Adding Manual Segmentation Triggers

To manually insert a segmentation trigger:

Enter a country and an effective date on the Segmentation page – Event ID tab. The system uses the effective date entered here as the basis for the trigger effective date.
Specify an event ID for the trigger on the Segmentation page – Event ID tab.
The system uses the event ID to determine what type of segmentation to use and which elements to segment in the case of element segmentation.

The system sets the trigger source to Manual, and the trigger status to Active.

Note: Unlike automatically generated triggers, manual triggers are independent of any database change defined by a record or record and field combination on the Triggers Definition page. It is important to understand the potential consequences of creating manual triggers. Because they aren't linked to a specific data change, you might segment periods and elements where nothing has changed.

Updating and Cancelling Segmentation Triggers

For automatically and manually generated rows of trigger data:

You can change the event ID.
You can change the trigger status from Active to Cancelled.
You cannot reinstate a canceled trigger; you must add a new manual trigger.

For the effective date on generated rows of trigger data:

The effective date on the Segmentation page is the date in relation to which segmentation occurs.
You can change the effective date of a manually generated trigger.
You cannot alter the effective date of a trigger that was generated by the system based on predefined setup rules.

Use the Retro page (GP_TRIGGER_RTO) to view, add, or cancel retroactive triggers by payee.

A retroactive trigger must be unprocessed to be viewed or managed on this page. You can also view processed retroactive triggers (in an unfinalized calendar group) on this page.

Navigation:

Global Payroll & Absence Mgmt > Absence and Payroll Processing > Prepare Payroll > Review Triggers > Retro