Balance Export field mapping

This table shows the field mapping details between Workforce Management and HR Talent Absence Balance.

Col. Source field (WFM) Source derivation Source Considerations Field in the Export file (Header Row) Field Format in File Target Field (HRT) Field Format in HRT Notes
1 WFM does not store the HR Organization Must send blank fields HROrganization AlphaUpper 4 HROrganization AlphaUpper 4
2 Must send blank fields HROrganizationKey.ForeignKey[1] .. HROrganizationKey.ForeignKey[10] Alpha 20 Mapping fields
3 Employee EMPLOYEE.EMP_NAME EMP_NAME, positions 5-13 Employee Numeric 13 Employee Numeric 13 Employee Identifier
4 Not used but must send blank fields EmployeeKey.ForeignKey[1] .. EmployeeKey.ForeignKey[10] Alpha 20 Mapping fields
5 Balance Name BALANCE.BAL_NAME WFM Balance Names are equivalent to Plan Types in HRT Absence AbsencePlan AlphaUpper 20 Plan Type AlphaUpper 20

WFM Balance Names are equivalent to Plan Types in HRT Absence;

For example, Plan Types are VAC-HRS-CARRYOVER,PTO.
6 Not used but must send blank fields AbsencePlanKey.ForeignKey[1] ..AbsencePlanKey.ForeignKey[10] Alpha 20 Mapping fields
7 Eligibility Group Default to (blank) WFM does not have Eligibility groups and only sends a blank value for this field. StructureGroup AlphaUpper 20 Eligibility Group AlphaUpper 20 Use XRef in HRT
8 Not used but must send blank fields

StructureGroupKey.ForeignKey[1]

.. StructureGroupKey.ForeignKey[10]

 Alpha 20 Mapping fields
9 As Of Date for Balance reporting This date must be greater than the Plan entry date for an employee. EffectiveDate YYYYMMDD Validations based on Plan Entry date Date This is the date when the update is effective. The HRT Absence application validates that the date is after the Plan Entry date.
10 Employee Seniority Date EMPLOYEE.EMP_SENIORITY_DATE

WFM does not store a plan entry date/entitlement entry date.

However, HRT Absence requires a date that is less than other dates set on the balance. For example, Carry Over Last Date. WFM uses Employee Seniority Date since the employee's seniority date is less than other plan entry/balance accrual dates.

 MasterEntry YYYYMMDD Validations based on Plan Entry date Date This is the date of enrollment for an employee into the plan. The HRT Absence application validates that the date is less than or equal to the various dates set on the Plan, for example, the Carry Over Last Date
11 Not used but must send blank fields Currency AlphaUpper5 Currency AlphaUpper5
12 Not used but must send blank fields

CurrencyKey.ForeignKey[1]

.. CurrencyKey.ForeignKey[10]

 Alpha 20 Mapping fields
13 Available Hours AvailableHours Decimal 18.6 Available Hours Decimal 18.6 Hours available to use
14 Annual Used Hours AnnualUsedHours Decimal 18.6 Annual Used Hours Decimal 18.6 Annual Used Hours
15 Accrued Hours Default to 0.000000 WFM does not send this field, but if a specific implementation creates a balance for this, then the Hours for such a balance are sent in the Available Hours bucket. AccruedHours Decimal 18.6 Accrued Hours Decimal 18.6 Hours accrued in the balance but not available to use yet.
16 Allotment Hours Default to 0.000000 WFM does not send this field, but if a specific implementation creates a balance for this, then the Hours for such a balance are sent in the Available Hours bucket. AllotmentHours Decimal 18.6 Allotment Hours Decimal 18.6 Hours employees get as lump sum but are not available to use.
17 Reserve Hours Default to 0.000000 WFM does not send a value for this field except 0. This is included in a different balance within WFM. For example, the Reserve balance and its Available Hours is included in the Available Hours bucket. ReservedHours Decimal 18.6 Reserve Hours Decimal 18.6 Grandfathered bucket of time
18 Carryover Hours Default to 0.000000 WFM does not send values for this field except 0. This is included in a different balance within WFM. For example, the Carry Over balance and its Available Hours is sent as Available Hours. CarryoverHours Decimal 18.6 Carryover Hours Decimal 18.6 Hours that expire differently