1. HCM Data Loading Business Objects
  2. Example of Loading Personal Payment Methods

Example of Loading Personal Payment Methods

Use HCM Data Loader to load payment method details for a person. Personal payment methods associate people to specific payment method, currency, and payment source.

In this example, Jane signed up for direct deposit of her pay check. Effective January 1, 2016, you create a payment method for her.

As this image shows, loading a personal payment method is a four step process.

This images shows the process of loading a personal payment method, which includes associating employee with payroll, loading organization payment method, and loading bank details for the employee.

Before creating a personal payment method, do these tasks:

  • Associate Jane with a payroll.

  • Load the organization payment method.

  • Create the bank account the personal payment method will pay into.

As Jane's payment type is Direct Deposit, load these bank account details for her account:

Bank Account

Value

Account Number

1265896441

Bank Name

Bank of America

Routing Transit Number (Bank Branch Number)

122122125

Use the PersonalPaymentMethod.dat file to create a personal payment method. This file deposits only the first $10000 into the bank account. 

METADATA|PersonalPaymentMethod|LegislativeDataGroupName|AssignmentNumber|PersonalPaymentMethodCode|EffectiveStartDate|PaymentAmountType|Amount|ProcessingOrder|OrganizationPaymentMethodCode|Percentage|BankName|BankBranchNumber|BankCountryCode|BankAccountNumber
MERGE|PersonalPaymentMethod|Vision Corporation US LDG|234299A|PPM3_HDL_NO_PO|2016/01/01|M|10000||PM US Sun Power Check||Bank of America|511000025|US|1265896441

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