Scheduling the Payroll Based Journal Export for CMS report

To schedule the report and generate a Workmail message with links to the Payroll Based Journal Export for CMS report in Excel and XML format:

  1. Select My Reports > Scheduled Reports.
  2. Click Schedule Report.
  3. Schedule the report by referring to Scheduling a report. This section contains specific information on how to schedule a report.

You will also need to refer to Selection Parameters for Payroll Based Journal Export for CMS report for details on the Selection Parameters that are available in this report.

After the report is scheduled and run, a Workmail message is generated which contains links to the report in Excel and XML format. The reports are only accessible via the Workmail message. An error message is issued to all recipients of the Workmail if the report fails to be generated. For more information on accessing Workmail, see Infor Workforce Management Time and Attendance Implementation and Administration Guide.

Note: WFM contains an Archiving Policy Definition named Payroll Based Journal that removes the XML attachment from Workmail messages and the WFM database after a specified period of time. To configure this policy and schedule it to run regularly, see Infor Workforce Management Tools Administration Guide.