How do I create and manage Extract Configuration Groups?

Extract Configuration Group is a set of reusable system parameters and feature settings that control how HCM Extracts are processed and delivered.

Use the Extract Configuration Group interface to create unique configuration group to configure extract behavior for specific needs.

To access this interface:

  1. Go to Navigator > My Client Groups > Data Exchange

  2. In the Data Exchange work area, select Extract Configuration Groups

Creating a new Extract Configuration Group

  1. On the Extract Configuration Groups, you'll find a list of pre-seeded extract configuration groups with default parameter values.
  2. To create a new extract configuration group, select a suitable pre-seeded extract, click the Actions overflow menu at the end of the record.
  3. Click Copy.
  4. Enter a name for your custom extract configuration group and click OK.
  5. The newly created configuration group will be available among the existing ones.
  6. You can sort the list by Last Saved or by Name in ascending order and search to find extract configuration groups by name.

Editing the new Extract Configuration Group

To create a unique extract configuration group tailored to your requirements, customize the newly created configuration group as follows:

  1. Click on the newly created extract configuration group to launch the Edit Configuration Group page.
  2. Review the Default Value for the various attributes in the Parameters and Features sections and provide Override Value if you want to change the default setting.
  3. Click Validate to check for errors and update the values accordingly.
  4. Click Save and Close.
Once you create your new Extract Configuration Group, it'll automatically appear in the following drop downs:
  • Configuration Groups in the Payroll Process Configuration page
    • Navigate to Home > My Client Groups > Show More > Payroll Process Configuration task
  • Process Configuration Group in the Submit Extract Instance page
    • Navigate to Home > My Client Groups > Data Exchange > Submit Extracts task