GP Core and Mexico Extension Setup List

Seq Status Help Setup Task Description
Define country and related retro processing

1.001 Not Started Countries method information.
Define Global Payroll and Absence installation

1.002 Not Started Installation Settings setting or processing parameters.
Define operator profile to access countries for
2.001 Not Started Global Payroll User Profile Global Payroll and Absence.
Set up workflow approval transactions and
3.001 Not Started Workflow Transactions categories.
Set up the country-specific rules for IBAN
4.001 Not Started IBAN Country Setup calculation and validation.
5.001 Not Started Electronic Transfer Formats Define Electronic File Transfer formats
Define payment IDs used in payment ID
6.001 Not Started Payment ID Definition processing.
Set up funding bank account and EFT
7.001 Not Started Source Bank Accounts information.
Define Schedule Deposit Dates and generation

8.001 Not Started Deposit Schedules parameters
Define general and individual Recipients,

addresses, and associated Deposit Schedules for
9.001 Not Started Deduction Recipients receipt of funds withheld from a Payee
10.001 Not Started Generic Templates Maintain email templates.

Set up workflow approval transactions and
11.001 Not Started Workflow Transactions categories.
12.001 Not Started Installation Settings Define delegation installation settings
13.001 Not Started Configure Transactions Configure Delegation Transactions
Define Schedule Group details and associate to a

14.001 Not Started Schedule Groups SETID.
15.001 Not Started Shifts Define a specific period of time to be worked.
16.001 Not Started Workdays Define a type of workday.
Specify a pattern of shifts or scheduled times to

17.001 Not Started Definitions create a schedule.
Define entry types and associate corresponding
18.001 Not Started Entry Types prompt views.
Define entry prompt IDs and valid entry types

19.001 Not Started Entry Type Prompts with associated prompt view names.
Enter component/accumulator suffixes for

20.001 Not Started Element Suffixes earning/deduction/absence entitlements.
Define Global Payroll and absence element

21.001 Not Started Categories categories used to classify elements.
Define industry and regions to further classify

22.001 Not Started Industries/Regions elements.
Define calculation rules, accumulators, and

23.001 Not Started Earnings element overrides for an earning.
Define calculation rules, accumulators, arrears

24.001 Not Started Deductions or recipient data for deduction.
Define attributes for each earning and

25.001 Not Started Earn/Dedn SOVRs MEX deduction.
Define calculation rules, accumulators, and

26.001 Not Started Absence Entitlements overrides for absence entitlements.
27.001 Not Started Absence Take Types Define absence types and valid reasons.
28.001 Not Started Absence Takes Define absence take parameters.
Define accumulator period, levels, and

29.001 Not Started Accumulators members.
Define keys, fields retrieved and processing

30.001 Not Started Arrays formulas for an array.
Define lookup rules, search keys/return columns

31.001 Not Started Brackets and data for a bracket.
32.001 Not Started Bracket Data Update bracket data.
Define components for the main element such

33.001 Not Started Components as percent, unit, and base rate.
Define a count element by referencing a formula
34.001 Not Started Counts that counts days or hours.
Define a date element by providing the date or

35.001 Not Started Dates building date parameters.
Define a duration element providing the

36.001 Not Started Durations calculated period of time between dates.
Define a fictitious calculation element to

37.001 Not Started Fictitious Calculations recalculate a prior period.
Define a formula element using mathematical

38.001 Not Started Formulas and logical operands.
39.001 Not Started Generation Control Define a generation control element.
39.002 Not Started Generation Control Frequencies Define a frequency tag.
40.001 Not Started Historical Rules Define a historical rule element.
Define a proration element providing the

41.001 Not Started Proration Rules numerator and denominator designation.
Define Global Payroll rate codes providing links

42.001 Not Started Rate Codes to rate codes defined in HR.
43.001 Not Started Rounding Rules Define a rounding rule element.
44.001 Not Started System Elements Modify delivered systems elements.
Define a variable element providing a value to

45.001 Not Started Variables be used in another element.
Review and update the values of variables by

46.001 Not Started Variables by Category category.
47.001 Not Started Writable Arrays Define a writable array element.

Customize the interface for assignment of
earnings and deductions for a category of
48.001 Not Started Configuration by Category elements.
Customize the interface for assignment for a

49.001 Not Started Configuration by Element specific earning or deduction.
Define groups of elements to be used with

50.001 Not Started Element Groups various types of processing.
Define attributes attached to a list set, element

51.001 Not Started Define Application groups, and elements.
Define sets of element groups and attributes

52.001 Not Started Define List Set that are used by applications.
Define configurations that customize the off
cycle request interface specific to country and
53.001 Not Started Off Cycle Configuration transaction type.
Define roles and payee data for the

54.001 Not Started Define Administrator Results Administrator Payroll Results Inquiry pages.
Define variables the system uses in component

55.001 Not Started Define Variable Attributes MEX interfaces for Payroll elements.
Define the elements needed for each field or

56.001 Not Started Map Elems to Comp/Rcd MEX variable in a component.
Create templates for rapid entry of positive

57.001 Not Started Positive Input Templates input.
Define eligibility groups for which a payee

58.001 Not Started Eligibility Groups population might be eligible.
Define the organization responsible for making

59.001 Not Started Pay Entities payments to payees.
Categorize payees sharing the same pay

60.001 Not Started Pay Groups characteristics into pay groups.
Define the parameters that the system uses

61.001 Not Started Pay Groups MEX during the payroll process.
Define the calendars that are used for overtime

62.001 Not Started Pay Group OVT Calendars MEX data entry purposes.
Define the parameters that the system uses
63.001 Not Started Pay Group OVT Parameters MEX during overtime data entry.
Group and order elements into sections for

64.001 Not Started Sections payroll or absence processing.
Define process lists with sections, pay

65.001 Not Started Process Lists accumulators, and calculation type.
Define a run type for a payroll or absence run;

66.001 Not Started Run Types associate TRCs and VC earnings.
Define period parameters like begin and end

67.001 Not Started Periods dates and frequency.
Define calendar parameters such as payee

68.001 Not Started Calendars selection and generation control.
Define calendars to be run simultaneously in

69.001 Not Started Calendar Groups one group.
70.001 Not Started Absence Forecast Transactions Define an absence forecasting transaction.
Define the retro method and variations on the

71.001 Not Started Retro Process Definitions method to use during processing.
Define elements to forward during processing

72.001 Not Started Retro Process Overrides and link to a process definition.
Define retro events and link to process

73.001 Not Started Retro Event Definitions definitions.
Define segmentation events by element or

74.001 Not Started Segmentation Event Definitions period type.
Define trigger types, record levels and

75.001 Not Started Trigger Definitions associated fields and link to event IDs.
76.001 Not Started Mass Trigger Definitions Define triggers for mass trigger generation.
Define sort IDs that are used in the payslip

77.001 Not Started Sort IDs MEX report.
Define report break levels using system or
78.001 Not Started Generic Report Break Levels variable elements.
Define generic reports with rows/columns, break

79.001 Not Started Generic Reports levels, and sorting options.
Define print parameters by mapping elements to

80.001 Not Started Program Element Mapping program fields.
Define the report data structure including

81.001 Not Started Define Report Data output tables and field mapping.
Define formats used in payroll results, payslips

82.001 Not Started Element Lists MEX and termination letter reports.
Define the parameters to run the profit sharing

83.001 Not Started Define PTU-Profit Share MEX process.
Define the earnings/deductions eligible to use in

84.001 Not Started Earn/Dedn by State MEX base for state tax purposes.
85.001 Not Started State Rates by Company MEX Define the applicable tax rates for state taxes.
Define employee/employer soc. sec. quotas such

86.001 Not Started Quotas MEX as Illness & Maternity and SAR.
Define the minimum wages for each wage zone

87.001 Not Started Minimum Wages MEX in an effective-date base.
Define the various termination versions that

88.001 Not Started Versions MEX Payroll calculates.
Define the termination version Payroll calculates

89.001 Not Started Action/Reasons MEX for each action and reason.
89.002 Not Started Inter-Company Parameters MEX Define the accumulators for each company.
Define subsets of the population by employee ID

90.001 Not Started Streams ranges for processing.
Identify ChartFields to allocate costs to General

91.001 Not Started Chartfields Ledger for a pay entity.
92.001 Not Started Chartfields for Cost Center Map Global Payroll ChartFields to a cost center.
Group elements that are charged to the same
93.001 Not Started Element Groupings account.
Define accounts to associate with ChartFields

94.001 Not Started Account Mapping through element groups.
Define rules for remapping of GL Chartfields

94.002 Not Started GL Chartfield Remapping MEX values
Map Absence Management pay groups to
Payroll for North America or Payroll Interface
95.001 Not Started Absence Pay Group Mapping paygroups.
Map Absence Management earnings and
deductions to Payroll for North America or
96.001 Not Started Absence Earns/Deductn Mapping Payroll Interface.
Enter technical information about your Approval

97.001 Not Started Transaction Registry Framework implementation
Define the user list or hierarchy used for routing

97.002 Not Started User List Setup transactions for approval.
Configure all the events and notifications

97.003 Not Started Transaction Configuration associated with your Approval Process IDs.
Define all the stages, paths, steps, and criteria

97.004 Not Started Approval Process Setup for your approval process defintions.
97.005 Not Started Monitor Configuration Configuration page for Monitor Approvals
98.001 Not Started Define Payee Data MEX Enter supplemental payee data data
Define Multiple Information report parameters

99.001 Not Started Multiple Info. Parameters MEX for each company.
Navigation Products Affected
Set Up HCM > Product Related > Global Payroll &

Absence Mgmt > System Settings > Countries GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > System Settings > Installation
Settings GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Set Up HCM > Security > User Maintenance >
Global Payroll User Profile GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Set Up HCM > Common Definitions > Self Service
> Workflow Transactions EA, EC, ECM, EF, EL, ELM, EPF, ...More
Set Up HCM > Common Definitions > Banking >
IBAN Country Setup GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More
Absence Mgmt > Banking > Electronic Transfer
Formats GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More
Payment ID Definition GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More
Source Bank Accounts GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More

Absence Mgmt > Banking > Deposit Schedules GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More

Absence Mgmt > Banking > Deduction
Recipients GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More
Set Up HCM > Common Definitions > Approvals
> Generic Templates EA, ECM, EL, ELM, EPF, ERM, GA, ...More
Set Up HCM > Common Definitions > Self Service
> Workflow Transactions EA, EC, ECM, EF, EL, ELM, EPF, ...More
Set Up HCM > Common Definitions > Delegation
> Installation Settings EL, ELM, EPF, ERM, GA, GP, HR, TL
Set Up HCM > Common Definitions > Delegation

> Configure Transactions ECM, EL, ELM, EPF, ERM, GA, GP, ...More

Absence Mgmt > Schedules > Schedule Groups GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Schedules > Shifts GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Schedules > Workdays GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Schedules > Definitions GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > System Settings > Entry Types GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > System Settings > Entry Type
Prompts GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > System Settings > Element
Suffixes GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Elements > Categories GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Elements > Industries/Regions GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Elements > Payroll Elements >
Earnings GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Deductions GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Earn/Dedn SOVRs MEX GMX
Absence Mgmt > Elements > Absence Elements
> Absence Entitlements GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
> Absence Take Types GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
> Absence Takes GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Elements > Supporting
Elements > Accumulators GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Arrays GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Brackets GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Bracket Data GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Components GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Counts GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Dates GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Durations GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Elements > Fictitious Calculations GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Formulas GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Generation Control GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Elements > Generation Control Frequencies GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Historical Rules GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Proration Rules GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Rate Codes GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Rounding Rules GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > System Elements GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Variables GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Elements > Variables by Category GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Elements > Writable Arrays GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Configuration by Category GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Configuration by Element GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Elements > Element Groups GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Elements > Define Application GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More

Absence Mgmt > Elements > Define List Set GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More
Absence Mgmt > System Settings > Off Cycle
Configuration GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More
Absence Mgmt > System Settings > Define
Administrator Results GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Elements > Define Variable
Attributes MEX GMX
Absence Mgmt > Elements > Map Elems to
Comp/Rcd MEX GMX
Positive Input Templates GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More
Absence Mgmt > Framework > Organizational >
Eligibility Groups GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Pay Entities GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Pay Groups GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Pay Groups MEX GMX

Pay Group OVT Calendars MEX GMX
Pay Group OVT Parameters MEX GMX
Absence Mgmt > Framework > Processing >
Sections GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Framework > Processing >
Process Lists GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Framework > Processing > Run
Types GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Framework > Calendars >
Periods GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Calendars GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Calendar Groups GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

> Absence Forecast Transactions GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Triggers > Retro Process
Definitions GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Triggers > Retro Process
Overrides GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Triggers > Retro Event
Absence Mgmt > Triggers > Segmentation Event

Absence Mgmt > Triggers > Trigger Definitions GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Triggers > Mass Trigger

Absence Mgmt > Payslips > Sort IDs MEX GMX
Absence Mgmt > Reports > Generic Report
Break Levels GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Reports > Generic Reports GA, GAU, GBR, GCH, GDE, GES, GFR, ...More
Absence Mgmt > Reports > Program Element
Mapping GAU, GBR, GCH, GDE, GES, GFR, GHK, ...More

Absence Mgmt > Reports > Define Report Data GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Reports > Element Lists MEX GMX

Absence Mgmt > Allowances/Other Benefits >
Define PTU-Profit Share MEX GMX
Absence Mgmt > Taxes > Earn/Dedn by State
MEX GMX
Absence Mgmt > Taxes > State Rates by
Company MEX GMX
Absence Mgmt > Social Security / Insurance >
Quotas MEX GMX
Absence Mgmt > Addl Rates, Ceilings, Values >
Minimum Wages MEX GMX

Absence Mgmt > Terminations > Versions MEX GMX
Absence Mgmt > Terminations > Action/Reasons
MEX GMX
Absence Mgmt > Taxes > Inter-Company
Parameters MEX GMX

Absence Mgmt > Payee Groups > Streams GA, GAU, GBR, GCH, GDE, GES, GFR, ...More

Absence Mgmt > Integration > Chartfields GMX, GP
Absence Mgmt > Integration > Chartfields for
Cost Center GMX, GP
Absence Mgmt > Integration > Element
Groupings GMX, GP

Absence Mgmt > Integration > Account Mapping GMX, GP
Absence Mgmt > Integration > GL Chartfield
Remapping MEX GMX
Absence Mgmt > Integration > Absence Pay
Group Mapping GA, GP
Absence Mgmt > Integration > Absence
Earns/Deductn Mapping GA, GP

> Transaction Registry EA, ECM, EL, ELM, EPF, ERM, GA, ...More

> User List Setup EA, ECM, EL, ELM, EPF, ERM, GA, ...More

> Transaction Configuration EA, ECM, EL, ELM, EPF, ERM, GA, ...More

> Approval Process Setup EA, ECM, EL, ELM, EPF, ERM, GA, ...More
> Monitor Configuration EA, EL, ELM, EPF, ERM, GA, GP, HR, ...More
Global Payroll & Absence Mgmt > Payee Data >
Define Payee Data MEX GMX
Absence Mgmt > Taxes > Multiple Info.
Parameters MEX GMX
Features Affected
GP System Settings
GP System Settings
GP System Settings
HCM Collab Apps General, HCM Collab Apps
(New), Approvals Workflow Engine
GP Additional Configuration
GP Additional Configuration, NA Payroll General
Compensation Cycles, Approvals Workflow
Engine
HCM Collab Apps General, HCM Collab Apps
(New), Approvals Workflow Engine
Delegation Framework
GP CHN - Payroll Workflow Approval,

Compensation Cycles, Delegation Framework
AM Additional Configuration, GP Additional

Configuration, TL Schedules



GP System Settings
GP System Settings
GP System Settings
GP System Settings
GP System Settings
GP Rules/Elements
GP Rules/Elements
GP MEX - Payroll Configuration
GP Rules/Elements, Absence Self Service
GP Rules/Elements, GP Integration to Time &

Labour, Absence Self Service
GP Rules/Elements, Absence Self Service
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements
GP Rules/Elements

Configuration
GP CHN - CNAO, GP Additional Configuration
GP CHN - CNAO, GP Additional Configuration

Configuration

Configuration

Configuration

Configuration
GP MEX - Overtime
GP MEX - Overtime
GP Rules/Elements
GP Rules/Elements

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration

Configuration
GP MEX - PTU
GP MEX - Terminations
GP MEX - Terminations

Configuration
GP Integration to General Ledger

GP MEX - Integration to General Ledger
AM Integration to Payroll for North America, AM

Integration to Payroll Interface, ...More
AM Integration to Payroll for North America, AM

Integration to Payroll Interface, ...More
AM - HTML Email Approvals, GP CHN - Payroll
Workflow Approval, Compensation Cycles,
...More
Engine
AM - HTML Email Approvals, GP CHN - Payroll
Workflow Approval, Compensation Cycles,
...More
Engine
Approvals Workflow Engine

GP Core and Mexico Extension Setup List

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Seq Status Help Setup Task Description

Define country and related retro processing

Define Global Payroll and Absence installation

Define Schedule Deposit Dates and generation

Define general and individual Recipients,

10.001 Not Started Generic Templates Maintain email templates.

12.001 Not Started Installation Settings Define delegation installation settings

13.001 Not Started Configure Transactions Configure Delegation Transactions

Define Schedule Group details and associate to a

15.001 Not Started Shifts Define a specific period of time to be worked.

16.001 Not Started Workdays Define a type of workday.

Specify a pattern of shifts or scheduled times to

Define entry prompt IDs and valid entry types

Enter component/accumulator suffixes for

Define Global Payroll and absence element

Define industry and regions to further classify

Define calculation rules, accumulators, and

Define calculation rules, accumulators, arrears

Define attributes for each earning and

Define calculation rules, accumulators, and

28.001 Not Started Absence Takes Define absence take parameters.

Define accumulator period, levels, and

Define keys, fields retrieved and processing

Define lookup rules, search keys/return columns

32.001 Not Started Bracket Data Update bracket data.

Define components for the main element such

Define a date element by providing the date or

Define a duration element providing the

Define a fictitious calculation element to

Define a formula element using mathematical

39.001 Not Started Generation Control Define a generation control element.

39.002 Not Started Generation Control Frequencies Define a frequency tag.

40.001 Not Started Historical Rules Define a historical rule element.

Define a proration element providing the

Define Global Payroll rate codes providing links

43.001 Not Started Rounding Rules Define a rounding rule element.

44.001 Not Started System Elements Modify delivered systems elements.

Define a variable element providing a value to

Review and update the values of variables by

47.001 Not Started Writable Arrays Define a writable array element.

Customize the interface for assignment for a

Define groups of elements to be used with

Define attributes attached to a list set, element

Define sets of element groups and attributes

Define roles and payee data for the

Define variables the system uses in component

Define the elements needed for each field or

Create templates for rapid entry of positive

Define eligibility groups for which a payee

Define the organization responsible for making

Categorize payees sharing the same pay

Define the parameters that the system uses

Define the calendars that are used for overtime

Group and order elements into sections for

Define process lists with sections, pay

Define a run type for a payroll or absence run;

Define period parameters like begin and end

Define calendar parameters such as payee

Define calendars to be run simultaneously in

Define the retro method and variations on the

Define elements to forward during processing

Define retro events and link to process

Define segmentation events by element or

Define trigger types, record levels and