7.07.02: Editing a Record


If you are using the upload method of populating your retirement detail report, then you are not able to view or edit records until after your report has run through the ORS overnight edits and validation batch process.

If you used the copy forward or empty report method of populating your retirement detail report, you can edit records as long as they have not posted.

To edit a record: 

1. Click on the Work on Reports link, locate the report that you want to edit, click the Edit link.
  Screenshot of the Employer Website highlighting the Work on Reports link.
 
2. To find the record to be edited either Enter the SSN for the record you want in Option 2 – Add or Edit a Record and click on the Add or Edit record button or click on the select link for the record under Option 3 – Employees With Errors.
  Screenshot of the Add/Edit a Member Record screen, with two ways of finding a memb
 
3. When the record opens, make the necessary changes.
  Screenshot of the Add/Edit a Member Record screen for a suspended record that need
 
4. After making changes, scroll down to the bottom of the screen and click on the SAVE button to save your changes.
 
  Screenshot of a detail record with the Save button highlighted.

Last updated: 09/13/2015