How can I default the effective date of a scheduled HCM Extract?

When you schedule an HCM Extract to set the effective date as SYSDATE, the Basis Value needs to be entered on the Edit Task Details screen rather than on the Parameters screen.

There are two places to set parameter basis and basis value for effective date:

  • Data exchange > Refine HCM extracts > Payroll flow > Parameters tab.

  • Data exchange > Refine HCM extracts > Payroll flow >Tasks tab > Parameter Details.

To set the effective date as SYSDATE, follow these steps:

  1. Log in to the application as an HCM Administrator.

  2. Navigator > Data Exchange > Refine HCM Extracts.

  3. Select the Payroll Flow.

  4. On the Manage Payroll Flow Patterns page, go to the Tasks tab, highlight the appropriate task, and click Edit.

  5. Click the pencil icon below the tabs (Tasks, Task Sequence, Parameters).

  6. Click the Edit pencil icon next to the task that you want to edit.

  7. On the Edit Task Details: Basic Information flow, locate the Effective Date parameter and click on that row. The Effect Date: Parameter Details region will now show at the bottom of the screen.

  8. In the Effect Date: Parameter Details region, set these parameter values:

    • Parameter Basis = Context Binding

    • Basis Value = System Date