Setting up Payroll Exports

  1. Decide the fields to export and their mappings.
    See Source data.
  2. Create the XML definition.
    See XML definition.
  3. Create a Payroll Export Task.
    See Payroll Export Task.
  4. Specify this information to create a scheduled task in the Job Scheduler:
    Task Type
    Payroll Export Task
    Payroll Export Parameters: Interface Type
    Payroll Export
    Payroll Export Parameters: Export Type
    Select the Payroll Export Task that you created in Step 3.
    Payroll Export Parameters: Pay Group
    Select the application pay groups to be exported. When multiple pay groups are selected and the Write to File check box is selected, the exported results are written to files with the respective file names masked from the PET (Payroll Export Task) Out File Mask string.
    Payroll Export Parameters: Dates to create Payroll records for
    Select an option:
    • Relative (x days before today)
    • Absolute (for these dates)
    Start days before current date
    If you selected Relative (x days before today), then provide the number of days before the current date. The Payroll Export task will process all records between current date minus the days offset chosen to the current date (and will include the current date).
    Payroll Export Parameters: Start Date/End Date
    If you selected Absolute (for these dates), specify the start date and end date to override the period to export. By default, the start and end date of the pay group is used.
    For exporting offset pay periods, you must configure the Pay Group Offset field in the Pay Group Detail page for the pay groups you want to export. The default offset is 0 (no offset, and the regular start/end dates are used).
    Payroll Export Parameters: Write to Staging Table
    Select this check box to write payroll export data to the staging table (WBINT_EXPORT). The data in this staging table has been filtered through the mapping logic (mapping already applied), but does not have any formatting directives applied yet. This staging table could be used for reporting or verification purposes
    Payroll Export Parameters: Write to File
    Select this check box to write the payroll export to a file. This feature is useful when reconciling data to be exported without writing the payroll export out to a file. The Payroll Export Report is still generated, providing a visual snapshot of the data to be exported without creating a file.
    Payroll Export Parameters: Merge Files
    Select this check box to merge data for multiple pay groups into one file. If you indicate a mask to generate different file names for pay groups in the Payroll Export Task, the first file name that is generated is used as the file name for all of the pay groups. You can still use "yyyyMMddHHmmss" as the mask to differentiate exports done at different times. See Creating a Payroll Export Task.
    If this check box is cleared and the specified mask in the Payroll Export Task does not generate a unique file name for each pay group, the output and report file names has their pay group name attached at the end. The whole Payroll Export Task is aborted when the pay groups' start and end dates are different. You run the risk of this happening if the Start Date and End Date values are not provided, since the system uses the start and end dates of each pay period for the export period.
    Payroll Export Parameters: Automatically adjust payroll dates to the next pay period
    Select this check box to increment the pay period start and end dates automatically to reflect the next pay period upon successful completion of the workflow. Clear this check box to update the start and end dates of the pay period manually.

These are the initial steps that are required to set up a new Payroll Export process. Next, the task of exporting application data is run periodically through scheduled tasks or on-demand by user intervention of the scheduled tasks (by clicking Run Now in the Job Scheduler or by modifying the task to run once).

You can also change the Payroll Export Task definition after the payroll export is set up. See Modifying a Payroll Export Task.