Guidelines for Loading Salary Records

You need to understand key aspects of salaries to load salary records successfully using HCM Data Loader.

Impact on Element Entries

When the load process creates or updates a salary record, it adds an element entry to the payroll element linked to the salary basis. When the process updates a salary record, it also end dates the previous element entry. When the process deletes a salary record, it deletes the element entry linked to the salary basis. It also removes the end date of the previous element entry.

The source of element entries created by the load process is SP (salary proposal) for salaries with these salary basis types:

  • Salary amount is determined by user
  • Salary amount is determined by incremental components
  • Salary amount is determined by simple components

Before You Load Salary Records

You need to make sure of these configuration conditions before you can load Salary objects:

  • Employment records must exist in the target environment.
  • People's work assignments need to include a grade, and the grade needs to be included in the grade rate that's linked to each person's salary basis. These conditions are what let the salary record show the salary range and correctly calculate salary metrics.
  • People with salary bases that have a frequency of PERIOD need to be assigned to a payroll defined at the payroll terms level.

Salary

You supply salary data for processing by HCM Data Loader using the Salary.dat file. When supplying data for a salary component, salary pay rate component, or salary simple component, you need to also supply the parent salary data. Here's what you need to do if you're loading salary components:

  • Set the MultipleComponents attribute to Y.
  • Set the SalaryAmount attribute to the previous base salary amount plus the sum of any salary components.

For terminated assignments, set the Date To attribute only when the salary to date is earlier than the assignment end date. Otherwise, set the salary end date to the assignment end date, and not the date in the linked payroll element.

Set the ActionCode attribute to the action linked to the salary record. Here's a list of sample values:

Action Code Action Name
ALLOCATE_GRP_CMP Allocate Workforce Compensation
CHANGE_SALARY Change Salary
GLB_TRANSFER Global Transfer
HIRE Hire an Employee
HIRE_ADD_WORK_RELATION Add Employee Work Relationship
PROMOTION Promotion
REHIRE Rehire of Worker
TRANSFER Transfer

To create salary at the assignment level, supply a unique reference to the assignment. The Grade and FTE values are obtained from each assignment.

Salary Components

Set the ComponentReasonCode attribute. Valid values are in the CMP_SALARY_COMPONENTS lookup type. Use the Manage Base Pay Lookups task in the Setup and Maintenance work area to manage the lookup type. You can use each component reason code only once for each salary record.

The first salary record that you load needs to have the SalaryAmount attribute value equaling the sum of the incremental component values. For later salary adjustments to account for changes, the sum of the component amounts plus the previous salary amount need to equal the new salary amount. When you're not increasing or decreasing the new salary amount beyond the FTE change, enter 0 for the component change amounts. But when you're adjusting salary to account for FTE changes and an additional increase or decrease, you need to provide non-0 change amounts. Also, enter the new salary amount that accounts for the FTE change and 0 for the adjusted salary amount. For example, the current FTE is 1 and the salary is $100. As of January 1 of the next year, the FTE changes to 0.8, which means the new salary should be $80.

Specify a ChangeAmount value for each component record. You add the ChangeAmount value to the base pay amount to derive the new salary amount for the salary record. The corresponding percentage value is calculated automatically.

  • To load the new salary amount adjusted for FTE, here's what you load:

    • $0 for the component amount

    • $80 for the salary amount

  • To reduce or increase the new salary amount beyond $80, you need to provide the change amount for the relevant components. You also need to provide the new salary amount.

Salary Record Updates

When you update an open-ended salary, the existing salary is automatically end-dated on the day before the From Date value supplied for the new salary.