1. Implementing Payroll for the United States
  2. Example of Loading Report Sort Type and Report Sort Items

Example of Loading Report Sort Type and Report Sort Items

Use HCM Data Loader to create a report sort type and items that defines how balance values are sorted in the report.

Let's look at this example. Vision Corp creates a report sort type and specifies the sort type as Static Order to define the sequence that displays the balance results.

Before You Start

Ensure that you have completed these tasks:

  • Created the balance attribute definition Employee Taxes Attribute Definition.

    For more information on how to create balance attribute definitions, refer to the topic: Loading Balance Attribute Definitions.

  • Created the balance group Employee Taxes Balance Group and included the balance attribute definitions to it.

    For more information on how to create and load a balance group using HCM Data Loader, refer to the topic: Loading Payroll Balance Groups.

As this figure shows, you create a report sort type and add sort items to it.
This figure illustrates how to create a report sort type and add sort items to it.

After creating a report sort type, you create a balance group usage for your balance group and define the balance group usage items. For more information on how to create a balance group usage using HCM Data Loader, refer to the topic: Loading Payroll Balance Groups Usage.

Creating a Report Sort Type

Use the ReportSort.dat file to create a report sort type with sort method as Static Order.

METADATA|ReportSortType|LegislativeDataGroupName|ReportSortCode|SortName|Description|SortMethod|SortLevel|SortOrder
MERGE|ReportSortType|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|Employee Taxes Sort|Static sort order for Employee Taxes|Static Order|Balance Type|Ascending

Creating Report Sort Items

Use the ReportSortItem.dat file to specify the order in which balance types are displayed for the balance group usage.

METADATA|ReportSortItem|LegislativeDataGroupName|ReportSortCode|SequenceNumber|BalanceCode 
MERGE|ReportSortItem|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|10|US_FIT_WITHHELD 
MERGE|ReportSortItem|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|20|US_MEDICARE_EMPLOYEE_WITHHELD  
MERGE|ReportSortItem|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|30|US_SOCIAL_SECURITY_EMPLOYEE_WITHHELD

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