Migrate a Payroll Flow Pattern between Environments

This topic explains how you can migrate a flow from a source environment to a target environment.

For example, you have a uniquepayroll process requirement for which you want to configure a payroll flow pattern. Configure the flow pattern and setup the dependent payroll objects in a source environment first. Confirm that the flow runs successfully and meets therequirements, before you deploy it onto the target environment.

Perform these tasks to migrate flows between environments:

Create an implementation project
Setup requisite payroll objects to run the payroll flow pattern
Create the payroll flow pattern
Create the configuration package
Export the configuration package from the source environment to a local computer
Import the configuration package from the local computer to a target environment

Before you begin the migration, ensure that these tasks are complete:

Setup requisite payroll objects to run the payroll flow pattern
Create the payroll flow pattern

For more information on setting up payroll objects, refer to the Oracle Help Center and search for topics related to the specific payroll objects.

For more information on payroll flows, refer to the Administering Payroll Flows guide on the Help Center.

Create and Export the configuration package

Complete these steps to create a configuration package and export it to a local computer.

Sign In to the source environment.
Select Setup and Maintenance under the Others tab on the Home Page.
From the tasks list, select Manage Implementation Projects.
Click Create to create an implementation project, and enter the basic information.
Click Next.
Select Workforce Deployment as the Offerings to Implement and Payroll within Workforce Deployment to include in your implementation project.
Click Save and Close.
Navigate to Setup and Maintenance.
From the tasks list, select Manage Configuration Packages and click Create.
In the Name field, select the name of the implementation project you created in the previous task. This is the name of the source implementation project.
Select the Setup task list and setup data Export option. This allows you to export the flow pattern along with the related components used for the flow, such as, formulas, parameters, value sets, and so on.
Enter a Name and Code for the configuration package and click Next.
Select the Objects for Export. Ensure that you include all the dependencies for the flow such as payroll lookups, flow parameters, formulas, value sets, and so on.
Click the Payroll Flow Definition row.
Use the Add button to select and add a flow pattern Scope to the flow.
Select the flow pattern name you created previously as the scope for the export process. The configuration package you create contains only the setup data that matches the Scope criteria you select. This limits the setup data you export.
Click Apply, and then Save and Close.
Click Submit.
On the Manage Configuration Packages page, search for the configuration package you just created.
Click Export Setup Data and wait till the export process completes successfully.
To download the exported flow, click Download and select Download Configuration Package to save the Zip file for the exported flow to your local computer.

Import the Configuration Package to the Target Environment

You import the configuration from your local machine to the target environment.

Navigate to the Setup and Maintenance area under the Others tab on the Home Page.
From the tasks list, select Manage Configuration Packages and click Upload.
Click Browse to search and select the Zip file previously exported onto your local computer.
Click Get Details and then Submit.
Click Import Setup Data at the bottom of the page and wait till the import process completes successfully.
You can then use the Payroll Flow Patterns task and search for the imported flow pattern. Use the Submit a Flow task under Payroll to submit the flow.