Example of Updating Payroll Element Definitions
Use HCM Data Loader to create and update or delete existing element definitions. Element definitions include definitions for payroll, human resources, and benefits elements, such as earnings, deductions, and taxation.
You can edit the element definition to define the order in which the elements are processed in the payroll run. These rules determine whether the elements can be processed more than once in a period.
Let's consider the scenario where you define a new input value to an existing voluntary deduction element that doesn't have an element eligibility. You then create an eligibility, eligibility input values, and sub classification rules as shown in this figure.
These DAT lines update the existing element description and reporting name.
METADATA|PayrollElementDefinition|ElementCode|EffectiveStartDate|EffectiveEndDate|LegislativeDataGroupName|ReportingName|Description
MERGE|PayrollElementDefinition|Vision Loan Element|2010/01/01|| Vision USA LDG|Car Loan Element|Process car loan deduction
Input Value
An element's input values define the entry values available on each entry of this element. Each input value has a unit of measure, such as money or date. Input values can include validations and conditions to control the data entry of the element entry assigned to a person.
These DAT lines create an input value Loan Reference Number for the element Vision Loan Element.
METADATA|InputValue|EffectiveStartDate|EffectiveEndDate|InputValueCode|ValueRequiredFlag|CreateDatabaseItemFlag|UOM|DisplayFlag|AllowUserEntryFlag|SourceSystemOwner|SourceSystemId|ElementCode|DisplaySequence|LegislativeDataGroupName|Name|ApplyDefaultAtRuntimeFlag
MERGE|InputValue|2010/01/01||Loan Reference Number|Y|Y|C|Y|Y|||Vision Loan Element|100| Vision USA LDG|Loan Reference Number|NElement Eligibility
Element eligibility determines which people are eligible for an element. To determine eligibility, you select the criteria that people must have to receive entries of the element.
These DAT lines create the element eligibility Vision Loan Element Eligibility with the criteria Payroll = Vision Monthly Payroll.
METADATA|ElementEligibility|EffectiveStartDate|EffectiveEndDate|ElementEligibilityName|AutomaticEntryFlag|ElementCode|LegislativeDataGroupName|PayrollCode
MERGE|ElementEligibility|2010/01/01||HDL Loan Element Eligibility|N|HDL Loan Element|PM US Sun Power|HDL Monthly PayrollYou can change the automatic entry attribute in the correction mode. All date-effective records are updated with this change.
You can end date the element eligibility to prevent the creation of further element entries. The example .dat file end dates the 'Vision_Monthly_Eligib' element eligibility as on the effective date 31-Dec-2020.
METADATA|ElementEligibility|EffectiveStartDate|EffectiveEndDate|ReplaceLastEffectiveEndDate|ElementEligibilityName|ElementCode|LegislativeDataGroupName
MERGE|ElementEligibility|2010/01/01|2020/12/31|Y|HDL Loan Element Eligibility|HDL Loan Element|PM US Sun PowerFormulas
Formulas specify the calculation used to process elements. Define a fast formula Vision Loan Element Formula that calculates the amount using various criteria. It returns the amount to a target element that's used to deduct the amount for an employee.
You associate the fast formula in the status processing rules and the deduction amount to the target element in formula result rules.
Status Processing Rule
Define rules for processing elements according to specific assignment statuses. For each assignment status, you can specify a different formula to be run for the same element.
These lines creates a status processing rule.
METADATA|StatusProcessingRule|EffectiveStartDate|EffectiveEndDate|ElementCode|LegislativeDataGroupName|AssignmentStatusCode|FormulaCode|BalanceAdjustment
MERGE|StatusProcessingRule|2010/01/01||HDL Loan Element|PM US Sun Power|Inactive - No Payroll|HDL LOAN ELEMENT FORMULA|NoFormula Result Rule
A formula result rule defines the processing rules for each element. Formulas are attached to an element for processing according to specific assignment statuses. For each assignment status, it's possible to specify a different formula to be fired for the same element. For example, salary is calculated differently when the employee is on leave of absence.
These lines create a formula result rule.
METADATA|FormulaResultRule|EffectiveStartDate|EffectiveEndDate|ElementCode|LegislativeDataGroupName|AssignmentStatusCode|ResultReturned|ResultRule|TargetElementCode|TargetInputValueCode|BalanceAdjustment
MERGE|FormulaResultRule|2010/01/01||HDL Loan Element|PM US Sun Power|Inactive - No Payroll|L_VALUE|Indirect Result|SC_HDL_EARN|Pay Value|NoSub Classification Rule
Define sub classification rules for the elements to control the balance it feeds. An element can have multiple subclassifications.
These lines create a sub classification rule Disposable Income Garnishment for the Standard Earnings element.
METADATA|SubClassificationRule|EffectiveStartDate|EffectiveEndDate|ElementCode|LegislativeDataGroupName |ClassificationCode
MERGE|SubClassificationRule|2010/01/01|| Disposable Income Garnishment | Vision USA LDG|Standard Earnings