Overview

Use HCM Data Loader to define object groups that define subsets of people or elements for processing or reporting.

Define one of these object groups.

  • Element Group

  • Payroll Relationship Group

  • Process Information Group

    Note: If you're loading an object group with a large number of inclusions or exclusions, you're recommended to use the individual Object Group Amend file to achieve that. This supports the data to be multithreaded and minimizes the processing time.

Element Group

An element group defines a group of individual elements for processing payroll runs or reports. Element groups are static, which means you select each element manually to include in a group.

Let's consider this example. In an off-cycle payroll run, you want to make expense payments that aren't subject to tax and other deductions. You create an element group for all expense elements. And you submit a payroll run with this element group as the parameter.

Use this .dat file to create an element group for all your required expenses.

METADATA|ObjectGroup|LegislativeDataGroupName|ObjectGroupCode|ObjectGroupName|ObjectGroupTypeCode|StartDate|EndDate|StaticDynamicFlag|Description
MERGE|ObjectGroup|US LDG|VIS_EXP_GROUP|EXPENSE_ELEMENT_GRP|ELEGRP|2010/01/01||N|Expense elements group for off-cycle payments.
METADATA|ObjectGroupAmend|LegislativeDataGroupName|ObjectGroupCode|ObjectGroupLevelName|ObjectCode|IncludeOrExclude
MERGE|ObjectGroupAmend|US LDG|VIS_EXP_GROUP|Element|Travel_Allowance|I
MERGE|ObjectGroupAmend|US LDG|VIS_EXP_GROUP|Element|Per_Diem|I

Payroll Relationship Group

Use a payroll relationship group to limit the persons that you want to process for payroll, data entry, and reporting. You can define your payroll relationship group to be either static or dynamic. In a dynamic group, you select a formula that determines the people to include in the group. You can use either the Payroll Relationship Number or Assignment Number or both to create the group.

In this example, Vision Corporation wants to pay bonus to a group of 25 employees in an off-cycle payroll run. Here, you create a payroll relationship group for these employees. When submitting the payroll run, you select the payroll relationship group as the parameter.

Use this .dat file to create a payroll relationship group.

METADATA|ObjectGroup|LegislativeDataGroupName|ObjectGroupCode|ObjectGroupName|ObjectGroupTypeCode|StartDate|EndDate|StaticDynamicFlag|Description
MERGE|ObjectGroup|US LDG|VIS_BONUS0919|Vision Bonus Group|PAYEMP|2019/09/01|2019/10/31|N|Employees who will get paid the bonus in Sept. 2019.
METADATA|ObjectGroupAmend|LegislativeDataGroupName|ObjectGroupCode|ObjectGroupLevelName|ObjectCode|IncludeOrExclude
MERGE|ObjectGroupAmend|US LDG|VIS_BONUS0919|Payroll Relationship|8186051|I
MERGE|ObjectGroupAmend|US LDG|VIS_BONUS0919|Payroll Relationship|8186965|I
MERGE|ObjectGroupAmend|US LDG|VIS_BONUS0919|Payroll Relationship|8186043|I
MERGE|ObjectGroupAmend|US LDG|VIS_BONUS0919|Payroll Relationship|8187231|I
MERGE|ObjectGroupAmend|US LDG|VIS_BONUS0919|Payroll Relationship|8181098|I