Delivery Options for Extract-Based Payroll Reports

Use the Report Category to define multiple delivery options for the following extract-based payroll reports.

• Payroll Activity Report

• Gross-to-Net Report

• Statutory Deduction Report

• Deduction Report

• Payroll Balance Report

• Payment Register

• Third-Party Payment Register

• Payroll Register

• Balance Exception Report

A report category is a set of delivery options grouped together.

A delivery option defines where and how the report output is delivered, including the output file format, choice of template and optionally a destination such as an FTP server.

You can also define your own delivery option and include it in the report category. For example, you can define a delivery option to use a combination of both PDF and Excel outputs for a single submission of the report.

The new optional Report Category parameter is added to the payroll report flow task to show the list of delivery options defined for the report's extract definition. If left blank, the existing PDF delivery option is used.

Here are the steps required to add Delivery Options for the Payment Register:

1. Select the Extract Definitions task in the Data Exchange area on the Home page.

2. In the Search window, enter Payment Register in the Name field.

3. Select Archive Retrieval in the Type field.

4. Select a legislative data group (LDG) and click Search.

5. Click Payment Register in the Search Results region.

6. Click the Deliver tab in the HCM Extract Definitions: Payment Register page.

7. Select the Extract Delivery Options tab under the Hierarchy panel on the left, and complete the following:

   • Click Add to add a row for the delivery option you're about to create.

   • Enter these details.

     Field	Description
     Delivery Option Name	Enter a value, example Excel Register.
     Output Type	Select a value, for example, Excel.
     Report	Enter the location of the report output.
     Template Name	Enter the name of the report template for this output type.
     Output Name	Enter Name of the report output, for example, Excel Register.
     Delivery Type	Select the mode of delivery of the report, for example, Documents of Record.
     Required	Select this check box if this delivery option is a required option.

   • Click Save. The newly created delivery option is saved and you can select it when you create the Report Category.

8. Click Add in the Report Category Section.

9. Enter Short Name, Report Category, and Description of the new Report Category.

10. Click Add in the Additional Details section.

11. Select the name of the Delivery Option you have created.

    Similarly, create additional delivery options and select it here. For example, create a delivery option to create a PDF of the register and have it delivered by email. Enter the email details in the Additional Details section.

12. Click Save and Close.

When you run the register, select the newly created report category to deliver the register in Excel in the Documents of Record.