Scheduling the Payroll Export - Off Cycle Retros task

  1. Select Maintenance > System Administration > Job Scheduler.
  2. Click Add Schedule.
  3. Select Payroll Export Task - Off Cycle Retros from the Task Type list.
  4. Specify the scheduling parameters for the task and click Submit.
    See "Adding tasks to the Job Scheduler" in the Infor Workforce Management Time and Attendance Implementation and Administration Guide.
  5. In the Task Schedules grid, click the Parameters button for the task that you just added.
  6. Specify this information:
    Interface Type
    Select Payroll Export - Retros.
    Export Type
    Specify a payroll export task for the export.

    See Payroll Export Task.

    Pay Group
    Specify one or more pay groups to include in the export.
    Enter the date range in which the retroactive adjustments were created
    Select how you want to set the date range of the retroactive adjustments to include in the export.
    • Select Relative to search for retroactive adjustments within a specified number of days before the current date.
    • Select Absolute to search for retroactive adjustments within a specific dates range.
    Number of days before today’s date
    If you selected Relative, specify the number of days before the current date to search for retroactive adjustments.
    Start Date
    If you selected Absolute, specify the beginning of the date range to search for retroactive adjustments.
    End Date
    If you selected Absolute, specify the end of the date range.
    Output File Details
    Select how the output file name and location are determined for this task. Select one of these options:
    • Select Default (based on Export Type configuration) to use the file name, path, and extension configured in the payroll export task. This is the default option for existing and new installations.
    • Select Define (based on parameters defined in this task) to specify custom file details for the task. When you select this option, the Output File Path, Output File Mask, and Output File Extension fields are displayed. The values you specify in these fields override the file name and path configured in the payroll export task.
    Output File Path*
    Specify the file path for the output file.
    Output File Mask*
    Specify the file name pattern for the output file. You can use dynamic pattern and time-format placeholders, for example 'PAY_GROUP_NAME'-HH-mm-ss.
    Output File Extension
    Specify the file extension for the output file. If left blank, the extension configured in the payroll export task is used.
    Write to Staging Table
    Select this check box to write the adjustment data into the staging table.
    Write to File
    Select this check box to write the adjustment data into a CSV file.
    Merge Files
    Select this check box to merge data for multiple pay groups into one file.
    Test Export
    Select this option if you want to test your export settings.

    During a test export, retroactive adjustments are exported as configured without marking the retros as processed. After reviewing the payroll export data, you can re-run the task with this option cleared for the real export.

  7. Click Submit.