Examples of Loading Payroll Definitions and Time Periods

In this example, the Vision Corp Company requires payroll definitions for two sets of employees.

One set is permanent salaried employees who are paid on a semimonthly basis, and the other is temporary employees that are paid on a monthly basis using time card data.

Note: The Company hires all employees after the effective start date of this payroll definition, so there is no issue with loading historical employee data.

The figure shows the two payroll definitions that indicate the pay periods to process and links the employees with the payroll run.

Before using the HCM Data Loader to create payroll definitions, ensure that you load the following objects:

  • Organization Payment Methods for your payrolls. For more information about loading default payment methods, refer to the topic: Loading Organization Payment Methods: Explained.

  • Consolidation group that processes the results of one or more payroll runs in a single action. For more information about loading consolidation groups, refer to the topic: Loading Payroll Consolidation Group: Explained.

This example does these actions:

  • Loads the payroll definition that pays employees into their bank accounts on a semimonthly basis.

  • Includes dynamically generated offset dates.

  • Identifies the default payment method for those employees who haven't chosen a personal payment method.

  • Adjusts payroll days.

METADATA|PayrollDefinition|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PayrollCode|LegislativeDataGroupId(SourceSystemId)|ReportingName|ConsolidationGroupCode|PeriodTypeCode|FirstPeriodEndDate|DefaultPaymentMethodId(SourceSystemId)|NumberOfYears|CutoffFalls|CutoffDayType|CutoffOffset|CutoffBaseDate|PlannedSubmissionFalls|PlannedSubmissionDayType|PlannedSubmissionOffset|PlannedSubmissionBaseDate|PayrollRunFalls|PayrollRunDayType|PayrollRunOffset|PayrollRunBaseDate|PayslipAvailabilityFalls|PayslipAvailabilityDayType|PayslipAvailabilityOffset|PayslipAvailabilityBaseDate|DateEarnedFalls|DateEarnedDayType|DateEarnedOffset|DateEarnedBaseDate|DatePaidFalls|DatePaidDayType|DatePaidOffset|DatePaidBaseDate
MERGE|PayrollDefinition|VISION|HDL_INFUSION_USEMP_SEMIMONTH|2011/01/01|4712/12/31|HDL_INFUSION_US_EMP_SEMIMONTHLY|HDL_LDG_VISION_US|InFusion US Employee Semimonthly|InFusion US Employee Group|Semi-Month|2012/06/15|HDL_INFUSION_US_EMP_EFT|5|5|W|B|E|4|W|B|E|0|W|B|E|0|W|B|E|0|W|B|E|0|W|B|E

Here, you specify the number of years ahead that the payroll cycle dates will be generated as 5. Also, you load the following offsets to your payroll processing schedule. In this example, the payroll cutoff date falls 5 days before the date earned for the payroll period.

Parameter

Falls Value

Day Type Value

Offset Value

Base Data Value

Cutoff Date

5

W

B

E

Planned Submission Date

4

W

B

E

Payroll Run Date

0

W

B

E

Payslip Availability Date

0

W

B

E

Date Earned

0

W

B

E

Date Paid

0

W

B

E

Load the payroll definition that pays employees by check and by using time card data on a monthly calendar basis.

METADATA|PayrollDefinition|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PayrollCode|LegislativeDataGroupId(SourceSystemId)|ReportingName|ConsolidationGroupCode|PeriodTypeCode|FirstPeriodEndDate|DefaultPaymentMethodId(SourceSystemId)|NumberOfYears|FixedDate|CutoffFixedDate|DateEarnedFixedDate|PayrollRunFixedDate|DatePaidFixedDate|PayslipAvailabilityFixedDate|PlannedSubmissionFixedDate
MERGE|PayrollDefinition|VISION|HDL_INFUSION_USEMP_MONTH|2011/01/01|4712/12/31|HDL_INFUSION_US_EMP_MONTHLY|HDL_LDG_VISION_US|InFusion US Employee Monthly|InFusion US Employee Group|Calendar Month|2012/06/30|HDL_INFUSION_US_EMP_CHECK|5|Y|2012/06/25|2012/06/28|2012/06/28|2012/06/28|2012/06/28|2012/06/28 00:00:00

These payroll definition lines load fixed dates to define offsets:

Parameter

Value

Number of years

5

Set Date

Yes

Cutoff Date

2012/06/25

Date Earned

2012/06/28

Payroll Run Date

2012/06/28

Date Paid

2012/06/28

Payslip Availability Date

2012/06/28

Planned Submission Date

2012/06/28

Payroll Time Periods

As payroll time periods are generated when the payroll is defined, reference the payroll and time period to adjust using user keys. This is because the source key is generated by Oracle HCM cloud. The following DAT files explain how to adjust a time period for these payroll definitions.

METADATA|PayrollTimePeriod|PayrollCode|LegislativeDataGroupName|PeriodCategory|StartDate|PayrollRunDate|DatePaid
MERGE|PayrollTimePeriod|HDL_INFUSION_US_EMP_SEMIMONTHLY|HDL Vision Clothing Corporation - US|E|2013/11/16|2013/11/27|2013/11/27
MERGE|PayrollTimePeriod|HDL_INFUSION_US_EMP_MONTHLY|HDL Vision Clothing Corporation - US|E|2013/11/01|2013/11/27|2013/11/27