Setting Up P11D Extraction

This topic discusses how to set up P11D extraction.

Page Name

Definition Name

Usage

Define P11D Extract Types GBR Page

GPGB_P11D_E_TYP

Define extract types.

P11D Solution Page

GPGB_P11D_SOLUTION

Define the extract definition for your third-party P11D solution.

Viewing Mapping Page

GPGB_P11D_SOL_VIEW

View the mapping defined on the P11D Solution page.

Use the Define P11D Extract Types GBR page (GPGB_P11D_E_TYP) to define extract types.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Processing > Define P11D Extract Types GBR > Define P11D Extract Types GBR

This example illustrates the fields and controls on the Define P11D Extract Types GBR page.

 Define P11D Extract Types GBR page

Field or Control

Description

Extract Type

Enter the extract type.

Use the P11D Solution page (GPGB_P11D_SOLUTION) to define the extract definition for your third-party P11D solution.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Processing > Define P11D Solution GBR > P11D Solution

This example illustrates the fields and controls on the P11D Solution page.

 P11D Solution page

Field or Control

Description

Solution ID

Enter the identifier for your P11D solutions software.

Extract ID

Enter a number for the extract.

File Name

Enter the name of the CSV file that is created by the Application Engine process.

Warning! The file name must not include spaces. If your third-party solution requires a file name that includes spaces, rename the file after running the Extract P11D Data process.

Source Record

Select the record from which data is extracted.

Extract Type

Select the extract type. This field is only available if the source record is GPGB_P11DRSLT_L, GPGB_P11DRSLT_M, or GPGB_P11DRSLT_S. It defines the information that is extracted from these generic results tables (the extract type is a key field for these tables).

Mapping

This group box defines how the information in the source record maps to the output file.

Field or Control

Description

Sequence

Enter a sequence number that defines the ordering of the columns in the csv file.

Include in output file

Select this check box if the data is written directly to the output file. Deselect the check box if a value is selected but it is not included in the output file. The value can then be used by another mapping, which usually calls an App Class Method to manipulate the data in some way.

For an example of how this works review the delivered KPMG solution, extract 11 (PAYE Reference Numbers). The mapping with sequence 10 selects the field GPGB_ER_TAXNUM and the mapping with sequence 11 selects the field GPGB_ER_PAYE_REF. Both of these are not included in the output file, but are used by the method defined on mapping 12 to create the tax office reference.

Exclude row if no value

Select this check box to prevent the whole row of data being written to the CSV file if the value of this field is null.

Column Heading

Enter the name of the column heading in the CSV file. The column heading is determined by the requirements of your third-party P11D solution.

Field Name

Select the field in the source record that stores the value you want to write to the CSV file. If you complete this field, you can't complete the Constant field or the App Class Method field.

Constant

Enter the value written to the CSV file in the column specified by Column Heading. If you complete this field, you can't complete the Field Name field or the App Class Method field.

App Class Method (application class method)

Enter the name of the application class method. Use this field if you want to call a PeopleCode program to return the value that is written to the CSV file. The method you enter here must be defined in the application class GPGB_P11D: Extract. This application class is in the application package GPGB_P11D.

If you complete this field, you can't complete the Field Name field or the Constant field.

Note: The system does not validate the name of the method you enter in this field. You must ensure that the method is entered correctly. Otherwise, the application engine process returns the status "No Success" if it is unable to find the method specified.

Use the View Mapping page (GPGB_P11D_SOL_VIEW) to view the mapping defined on the P11D Solution page.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Framework > Processing > Define P11D Solution GBR > View Mapping

This example illustrates the fields and controls on the View Mapping page.

 View Mapping page

This page summarizes the mapping that you defined on the P11D Solution page. The left hand column shows the heading that appears in the CSV file created. The right hand column shows where the data comes from (a record and field name, a constant, or an App Class Method).