Exporting balances

Use the Balance Export Task in the Job Scheduler to export balances separately from the Payroll Export Task.

  1. Create a new Job Scheduler task.
  2. Specify these parameters for the task:
    Pay Group
    Specify the pay group or pay groups for the export.
    Start Date
    Optional. If no dates are provided, the current pay period is used.
    End Date
    If you provided a start date, specify an end date for the export.
    Note: Both dates must have a value or remain blank to create a Job Scheduler task.
    Output File Path
    Specify the path to where the balance export output file is to be placed. Use an absolute path.
    Output File Mask
    Specify the exported output file name's mask. The file name of the output file is generated based on the pay group and the time when the pay group was created. The pay group is indicated by the PAY_GROUP_NAME variable and the date can be formatted. See Formatting reference

    For example, if the output file mask is payroll-PAY_GROUP_NAME-yyyy-MM, then the resulting file name is payroll-Night328-2023-03, where Night328 is the pay group name. The file was created in March 2023.

    Balance Mapping
    Select a mapping for the output format of the file.
    Note: For Workforce Management to HR Talent Absence integration, you can use the core mapping file Default HRT Absence Balance Export as your mapping file.