1. How do I configure HCM Extracts for payroll balance reporting?
  2. Create Extract Data Groups and Records for Payroll Balance Reporting

Create Extract Data Groups and Records for Payroll Balance Reporting

Extract data groups represent a business area or logical entity, for example person, assignment, or benefits. The application uses this information to retrieve the database item groups.

I. Create the Work Relationships Data Group

  1. Click Design to create the data groups and records.
  2. Create the root data group with the following information.
    Field Description
    Name Work Relationships
    Tag Name Work_Relationships
    User Entity PER_EXT_WORK_RELATIONSHIP_ALL_UE
    Threading Database Item Extract Relationship Period Of Service Id
    Threading Action Type Relationship Action
  3. Click Save.
  4. Right-click the Work Relationships data group in the Object Name table and select Add Record.
  5. Enter this information to create a record.
    Field Description
    Name Person Details
    Tag Name Person_Details
    Type Header Record
    Process Type Fast Formula
  6. Click Save and Close.

2. Create the Pay Relationship Actions Data Group

  1. Right-click the Work Relationships data group and select Add Child Data Group to create another data group.
  2. Enter this information to create the data group.
    Field Description
    Name Pay Relationship Actions
    Tag Name Pay_Relationship_Actions
    User Entity PAYROLL REL ACTIONS RANGE UE
    Threading Database Item Fast Formula
    Threading Action Type Relationship Action
    Include a user entity with a payroll relationship action because you are reporting employee payroll balance calculations from the payroll run results. A payroll run result is identified by the payroll relationship action. The User Entity has a context set to PAYROLL_REL_ACTION_ID.

  3. Click Save.

  4. Click the Pay Relationship Actions data group under the Object Name list and select the Connect Data Groups tab.

  5. Select Add to add a connection. Complete this information to create a data group connection.
    Field Value
    Parent Data Group Pay Relationship Actions
    Parent Data Group Database Item Extract Relationship Person Id
    Data Group Database Item PAYROLL REL ACTION PERSON IDENTIFIER
  6. Click Save.
  7. Right-click the Pay Relationship Actions data group in the Object Name table and select Add Record.
  8. Enter this information to create a record.
    Field Value
    Name Rel Action Details
    Tag Name Rel_Action_Details
    Type Detail Record
    Process Type Fast Formula
  9. Click Save and Close.

3. Create the Balances Data Group

  1. Right-click the Pay Relationship Actions data group and select Add Child Data Group and enter this information create a data group.
    Field Value
    Name Balances
    Tag Name Balances_Data
    User Entity ORA_HRY_BALANCE_GROUP_USAGE_UE
  2. Click Save.
  3. Right-click the Balances data group in the Object Name table and select Add Record.
  4. Enter this information to create a record.
    Field Value
    Name Balance Details
    Tag Name Balance_Details
    Type Detail Record
    Process Type Balance Group
    Balance Group Usage Enter Name of Balance Group Usage you created for this report.
  5. Click Save and Close.

4. Create the Run Results Data Group

  1. Right-click the Pay Relationship Actions data group and select Add Child Data Group and enter this information to create a data group.
    Field Value
    Name Run Results
    Tag Name Payroll_Run Results
    User Entity PAY_EXTRACT_RUN_RESULT_VALUES_UE
  2. Click Save.
  3. Right-click the Run Results data group in the Object Name table and select Add Record.
  4. Enter this information to create a record.
    Field Value
    Name Run Results Details
    Tag Name Run_ Results _Details
    Type Header Record
    Process Type Fast Formula
  5. Click Save and Close.
  6. Click the Run Results data group under the Object Name list and select the Connect Data Groups tab.
  7. Select Add to add a connection.
  8. Enter this information to create a data group connection.
    Field Value
    Parent Data Group Run Results
    Parent Data Group Database Item PAYROLL REL ACTION IDENTIFIER
    Data Group Database Item Run Result Payroll Relationship Action Id
  9. Click Save and Close.

5. Create the Assignments Data Group

  1. Right-click the Pay Relationship Actions data group and select Add Child Data Group and enter this information create a data group.
    Field Value
    Name Assignment
    Tag Name Employee_Assignment_Data
    User Entity PER_EXT_PAY_EMPLOYEES_V2_UE
  2. Click Save.
  3. Click the Assignments data group under the Object Name list and select the Connect Data Groups tab.
  4. Select Add to add a connection.
  5. Enter this information to create a data group connection.
    Field Value
    Parent Data Group Assignments
    Parent Data Group Database Item PAYROLL REL ACTION RELATIONSHIP IDENTIFIER
    Data Group Database Item Extract Employee V2 Payroll Relationship ID
  6. Right-click the Assignmentsdata group in the Object Name table and select Add Record.
  7. Enter this information to create a record.
    Field Value
    Name Assignment Details
    Tag Name Assignment_Details
    Type Header Record
    Process Type Fast Formula
  8. Click Save and Close.