Use the Predefined Employee Payroll Balances and Run Results Extract Template for Balance Reporting

This topic demonstrates how you can use the delivered, ready-to-use Employee Payroll Balances and Run Results Extract template to create your own user-defined extract definition to report employee balances.

Before you create the extract definition you must create these payroll objects:

1. Balance Group to include the balance definitions and dimensions you can use to retrieve balances for the employee.
2. Balance Group Usage to represent how the balance group is used.

For a step-by-step information on how to create a balance group and balance group usage, refer the Create Balance Groups and Usagestopic on the Oracle Help Center.

Complete these steps to create an extract definition using the delivered template.

1. Navigate to the Data Exchange area under My Clients Group and select the Extract Definitions task.
2. Click the Plus icon and select Create from Template.

3. Select Employee Payroll Balances and Run Results Extract under Other Payroll Archive. Use this ready-to-use template to create an extract for employee payroll balance reporting.

4. Complete the fields as given in this table.

   Field	Description
   Name	Enter a name for the extract. When you submit the extract, the application creates a flow with the same name you enter here. Hence, note the name of the extract.
   Start Date	Enter a start date for the extract.
   Consumer	Select Report.
   Changes Only	Select No.
   Legislative Data Group	Select an appropriate LDG for which you are reporting the balances.

5. Click OK.

6. Expand the Pay Relationship Actions folder under Business Objects.

   Select each of the subfolders and select the attributes you want included in the extract output. When you select a subfolder, by default all the attributes related to that subfolder are shown as selected. Deselect the attributes you don’t want to display in your extract.

   Note: Select only the attributes you want to display in your extract. Selecting more attributes will overload the extract and impact the time taken to process the extract.

7. Select the Assignments check box, all the attributes related to assignments are shown selected by default. Deselect the attributes you don’t want to display in your extract.

8. Similarly select the Balances check box and deselect the attributes you don’t want to report in the extract.

9. Click Filter Criteria and use the drop down to select the Balance Group you have predefined and want to use for your balance reporting.

10. Click Review to review the data group and attributes. Click Save.

11. After the status is Ready, click Cancel.

Define the Extract Output Delivery Option

The Extract output is now available in the standard XML format. Complete these steps to define a delivery option for the data.

1. Go back to the Extract Definitions page and enter the name of the extract and click the search icon.

2. Click Show Filters. Enter name of the extract in the Name field, select the Legislative Data Group, and click Search.

3. Click on the extract definition name. By default, the Delivery Option is None and the Output Type is Data. You cannot deliver the extract output.

4. Click Define and deselect the Lock Definition Description check box.

5. Enter appropriate reasons in the Unlock Comments box and click Save.

6. Click Cancel.

7. On the Extract Definitions page, use the Actions menu and open the extract in the AdvancedEdit mode.

8. Select Extract Delivery Option and click Add to add a row for the delivery option you're about to create.

9. For more information on adding a delivery option, refer the Guidelines for Delivering Extractstopic on the Oracle Help Center.

Submit the Extract

You can now submit the extract and view the extract output in the delivery option you have defined.

1. Go back to the Data Exchange page and click the Submit Extracts task.
2. Select the same Legislative Data Group you used to create the extract and search for the extract you created. The extract process creates a flow with the same name as the extract you created.
3. On the Submit a Payroll Flow page, enter the required information as given in this table.

   Field	Description
   Payroll Flow	Enter a flow instance name for the flow you are currently submitting.
   Effective Date	Enter a date.
   Payroll ID	Select the ID of the payroll you are using to extract and report the balances.
   Payroll Period	Select the payroll period for which you are extracting and reporting the balances.

4. Click Submit.

5. Click the flow link on the Checklists page and monitor the progress of the flow.

6. Once the flow is complete, click on the flow name and view the output in the Output and Logs section.

7. You can also view the log messages for the flow.