Selection parameters for the Payroll Based Journal Export for CMS report

This topic 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 displays the version that is certified for this release of WFM.
Facility
Specify a Facility.

A Facility is created by the Facility Mapping maintenance form: Scheduling > Multi-view Scheduler > Advanced Setings > 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 Merge or Replace.

The processType within the and tags are used to control how the data within these sections is 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 is 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 is processed as follows:

  1. Staffing Hours data is matched on the employeeId and date. If data exists for a specific day/employeeId combination, then it is overwritten; otherwise the data for that day is added.
  2. Census data is matched on the month end date. If data exists for a specific month end date, then it is overwritten; otherwise the data for that day is added.
Start Date
Specify the fiscal quarter start date for the organization that is used in the generated report.
End Date
Specify the fiscal quarter end date for the organization that is used in the generated report.