Selection Parameters for Payroll Based Journal Export for CMS report

This section describes the selection parameters for the Payroll Based Journal Export for CMS report.

File Specification Version
The file specification version that the data in the report conforms to. This parameter will only display the version that is certified for this release of WFM.
Facility
Specify a Facility.

A Facility is created via the Facility Mapping maintenance form: Scheduling > Multi-view Scheduler > Advanced Settings > ES Data Definitions > Facility Mapping. A facility record has a Name, Description, ID and the associated US State. For more information on creating a facility mapping, see Infor Workforce Management MVS Implementation and Administration Guide. You must complete this task before running the Payroll Based Journal Export for CMS.

Fiscal Quarter
Specify a fiscal quarter for the generated report.
Fiscal Year
Specify the fiscal year for the generated report.
Software Vendor Name
Displays the software vendor name for the generated report.
Software Vendor Email
Displays the software vendor email for the generated report.
Software Product Name
Displays the software product name for the generated report.
Process Type
Specify either Merge or Replace.

The processType within the and tags are used to control how the data within these sections will be processed. There are two possible values for processType: merge and replace. If processType is set to the value replace, then all the data for that specific section (census or staffing) for the specified quarter will be removed from the active database, and then replaced with the data submitted in the file. If processType is set to the value merge, then the data within that section will be processed as follows:

  1. Staffing Hours data will be matched on the employeeId and date. If data exists for a specific day/employeeId combination, it will be overwritten; otherwise the data for that day is simply added.
  2. Census data will be matched on the month end date. If data exists for a specific month end date, it will be overwritten; otherwise the data for that day is simply added.
Start Date
Specify the fiscal quarter start date for the organization that will be used in the generated report.
End Date
Specify the fiscal quarter end date for the organization that will be used in the generated report.
Report Format
Displays the report format of Excel. This parameter is only displayed for the Run Now option and is not available when scheduling a report.