1. Using Project Costing
  2. Import Payroll Costs

Import Payroll Costs

This topic explains how you can import payroll costs and distribute them to projects and awards using labor schedules.

People (employees and contractors) get paid on Payroll either on a full-time salary or using payroll timesheets that are sent to Payroll. These timesheets can also be sent to Projects for project progress tracking and reporting purposes.

Labor distribution uses a document type called Labor Distribution that is seeded within the Oracle Fusion Projects transaction source. Users with the Manage Project Transaction Source privilege can configure these transaction types to specify how transaction data emanating from the Labor Distribution document type must be managed once its imported. For details on how you can configure document types, see Transaction Source Options.

Import Payroll Costs Directly from Oracle Payroll

Use the Import Payroll Costs for the Oracle Fusion Payroll Transaction Source.

Note:
  • This integration also enables you to run the Import Payroll process for all business units simultaneously.
  • The import process only receives those payroll costs from Oracle Fusion Payroll that have person assignment and person assignment pay element labor schedules that are active for the time periods of the payroll periods chosen during import.

To import payroll costs:

  1. Navigate to Tools > Scheduled Processes and click Schedule New Process. The Schedule New Process modal appears.
  2. Specify Import Payroll Costs as the name of the process that you want to run. Click OK. The Process Details modal appears.
  3. Specify Oracle Fusion Payroll as the Transaction Source. The screen refreshes to display the fields associated with the Oracle Fusion Payroll transaction source.
  4. Specify the Business Unit and Process Mode that you want to use for the scheduled process.
  5. You can optionally select the following:
    1. The Consolidation Set that identifies the consolidation group that you want to use for the payroll run.
    2. The Payroll Name that you want to use for this process.
    3. The Person and Assignment for which you want to run the process.
    4. The Start Date and End Date between which the payroll costs were created.
    5. The Pay Element associated with the payroll costs that you want to import.
  6. Click Submit.

To view the status of the import process, search for the process in the Scheduled Processes > Overview page.

Import Payroll Costs Using File-Based Data Import

Create labor project and nonproject costs based on the predefined labor schedules for the transactions in the Payroll Project Costing open interface table using the Import Payroll Costs workbook template.

For more information about the Import Payroll Costs Excel workbook template, see the File-Based Data Import for Project Portfolio Management guide.

To import the payroll costs:

  1. Prepare your data in the Import Payroll Costs macro-enabled Excel workbook template.

  2. Click Generate CSV File in the template to create a comma-separated values file.

  3. Navigate to the Scheduled Processes page.

  4. Submit the Load Interface File for Import process to load the asset lines from your CSV file into the Payroll Project Costing open interface table.

  5. Submit the Import Payroll Costs process and select the CSV file to upload.

Parameters

Business Unit

Business unit of the person and assignment associated to the payroll cost.

Process Mode

  • All

    • Process records in New or Error status.

  • Error

    • Process records that failed the import process, such as failing funds check on the project being distributed.

  • New

    • Process record that you haven't attempted to import yet.

Person (Error Mode Only)

A person that has records with errors in the interface table.

Assignment (Error Mode Only)

A person assignment combination that has records with errors in the interface tables.

Batch Name

Batch name that exists in the interface table to import and distribute the costs.

Period Start Date

Pay period start date to process all records in the interface table that match that date.

Period End Date

Pay period end date to process all records in the interface table that match that date.

Output Reports

After the Import Payroll Cost process completes, the Generate Reports process automatically runs. If errors exist, the following output reports are created:

  • Staging Validation Error Report: Lists a summary of the transactions that failed to move from the staging table to the interface table due to invalid values.

  • Import Payroll Costs Report: Provides details about the transactions that were successfully imported but have errors on them.

Review the Staging Validation Error Report and repeat these steps until you import all the required payroll data successfully:

  1. Review the error message detail in the Staging Validation Error Report and regenerate the CSV file. Or, you can manually fix the issues in the CSV file.

  2. Load the CSV file.

  3. Run the Load Interface File for Import process followed by the Import Payroll Costs process.

Review the error details in the Import Payroll Costs report and navigate to the Manage Labor Costs page in the Labor Distribution Management work area to correct these transactions.