Import/Export Payroll Data

PI_RUNCTL_PNL

Payroll Interface, Payroll Data Exchanges, Import/Export Payroll Data, Import/Export Payroll Data

Select the export or import process options and run the P.I. Export/Import Driver Application Engine process (PI_INRUN) to export or import data.

Run Type

Select which process to run, either Export or Import.

PI Run Option (Payroll Interface run option)

Select a run option:

• New: Increments the payroll interface run number and runs a new Export process.

• Reprocess: Reruns an existing Export process. You must select the payroll interface run number of the process that you want to reprocess.

• Restart: Restarts the most recent Export process (the most recently selected payroll interface run number).

PI Run Number

Each time that you run a new Export process, the system increments the run number. During the compare phase, the Export process uses the run numbers to compare the results of the current export with the results of the previous export.

Check Point Interval (check point interval in minutes)

Select to specify how often, in minutes, the system should commit during a process run.

Note. To determine the interval using number of employees rather than number of minutes — that is, to use the Installation Table - Third Party/System page, Commit After Empl Processed (commit after employee processed) field value — leave the Check Point Interval field blank or enter 0.

Select Type

Select which employees to process:

• All Employees in Group: Process all employees in the pay group.

• Manually Select: Process those employees that are specified in the Selected Employees group box.

• SmartSelect: Process those employees that are in the pay group for whom online changes have been made since the last export run. If the selection process finds that all employees in the group have not yet been run for this company and pay group combination, SmartSelect is overridden at the pay group level and changed to All Employees in Group.

  Note. Before selecting this option, you must activate SmartSelect by attaching a PeopleCode function to all EMPLID-keyed tables that are defined in the PS Tables component.

  See Working with Smart Select.

Note. (USF) For National Finance Center (NFC) interface definitions, the Select Type field does not appear. The Output Files (s) field appears instead. You can output all files or just the PACT file or PMSO file.

See Working with Smart Select.

Export Change or Full

Select to identify which employee records to process:

• Chgs Only (changes only): Process only employee records with changed data.

• Full Recs (full records): Process all employee records.

Note. If you attempt to run a changes-only export (select, compare, export) before running a full-records export (select, export), processing becomes Full Recs by default. To perform a changes-only export, data from a previous run must be in place.

Run Select and Compare Only

Select this option to run the Export process but not create the export file.

This option enables you to review the export data before creating the export file. It also enables you to run the Export process at one location and create the export file at another location.

Note. If you select this option, use the Complete Export to File (complete export to external file) component to create the export file.

Exclude Calculated Deductions

Select if you do not want to process deductions.

Note. Always select this option if you do not maintain deductions (if you never run the Calculate Deductions and Confirm Deductions processes).

See Running Deductions.

Active Employees

Select to process only employees whose employee status is defined as active (on the System Table - Interface System Table 2 page, Employee Status field).

Note. Do not select this option if you want to process all employees, regardless of their status (for example, for year-end processing).

Reprocess

Select to rerun a previously completed Export process.

• Compare: Rerun the Export process compare and export phases.

  This option deletes the data from the PS_PI_PARTIC, PS_PI_PARTIC_EXPT, and PS_PI_MESSAGE tables where the PI_RUN_NUMBER matches the reprocess PI_RUN_NUMBER. The Export process performs the select, compare, and export phases.

• Export: Rerun the Export process export phase.

  This option uses the data that is currently stored in the PS_PI_PARTIC, PS_PI_PARTIC_EXPT, and PS_PI_MESSAGE tables where the PI_RUN_NUMBER matches the reprocess PI_RUN_NUMBER. The Export process performs the export phase only.

Note. To reprocess an Export run, you usually select the Compare option.

Employee ID and Empl Record (employee record)

Enter the employee identifiers as defined on the Employee Table - Interface Employee Table page.

Complete Export to File

PI_RUNCTL_AE_PNL

Payroll Interface, Payroll Data Exchanges, Complete Export to File, Complete Export to File

Select the export file run options and run the P.I. External File I/O Application Engine process (PI_EXTFL) to create the export file separately.

Note. Use this page only if you have already run the Export process using the Import/Export Payroll Data page with the Run Select and Compare Only option selected.

Pay Run ID

Select the pay run ID of the export run that you want to complete.

Run Type

Select and enter Export.

PI Run Option (payroll interface run option)

Select to enter a run option.

Payroll Interface Run Number

Select to enter the run number that corresponds to the pay run ID.

Convert Tab Delimiter

RUNCTL_PICNVT_TAB

Payroll Interface, Payroll Data Exchanges, Convert Tab Delimiter, Convert Tab Delimiter

Select the tab-delimited import file options to run the Convert Tab Delimited Files SQR Report process (PI002) to convert a tab-delimited import file.

System ID

Select the system ID that identifies the third-party payroll system.

Configuration ID

Select the configuration ID that identifies the import files to be converted.

Interface Messages

PI_MESSAGES

Payroll Interface, Review Interface Information, Error Messages, Interface Messages

Export/Import Process

Review error messages generated by Payroll Interface.

The Error Key field indicates the Payroll Interface field that has the problem. Refer to PSCPYMSG.CBL (COBOL) for technical troubleshooting.

Run Table

PI_RUNTBL_PNL

Payroll Interface, Review Interface Information, Run Table, Run Table

Export/Import Process

Review information about import and export runs.

Export Details

PI_PARTIC_PNL

Payroll Interface, Review Interface Information, Export Details, Export Details

Export Process

Review the results of the Export process. The data shown here represents the contents of the PI_PARTIC_EXPT table.

Table Export

PI_PARTIC_EXTBL

Payroll Interface, Review Interface Information, Table Export, Table Export

Export Process

Review the results of the Export process when writing data to a table. The data shown here represents the contents of the PI_PARTIC_EXTBL table (the export table).

Check Summary

PI_CHECK_SUMM

Payroll Interface, Review Interface Information, Check Summary, Check Summary

Import Process

Review check data that is imported from your third-party payroll system.

Click the Tax Detail link to view a page with tax details for the check summary that you're reviewing.

Check Tax Detail

PI_CHECK_SUMM_S1

Click Tax Detail on the Check Summary page.

Import Process

Review tax details for a check summary.

Earnings Balances

PI_ERNBAL_PNL

Payroll Interface, Review Interface Information, Earnings Balances, Earnings Balances

Import Process

Review earnings balances that are imported from your payroll system.

Deduction Balances

PI_DEDBAL_PNL

Payroll Interface, Review Interface Information, Deduction Balances, Deduction Balances

Import Process

Review deduction balances that are imported from your payroll system.

Tax Balances

PI_TAXBAL_PNL

Payroll Interface, Review Interface Information, Tax Balances, Tax Balances

Import Process

Review tax balances that are imported from your payroll system.