Wednesday 18 September 2019

Fusion HCM - Payroll Batch Loader using Batch Loader Spreadsheet


In the below example, we are going to create element entries for Overtime earnings for an employee using the payroll batch loader.

Prerequisites
1.    Go to Tools à Download Desktop Integration Installer and install Oracle ADF Desktop Integration Add-In for Excel
2.    Create the Overtime element at the assignment level for element entries
3.    Identify the assignment numbers of the Employees who receive the overtime element entries

Creating a Batch Header
1.    Go to Navigator à Payroll Administration à Tasks à Batch Loader
2.    Download Batch Loader Spreadsheet (DesktopGenericBatchLoader.xlsx) and Open the file
3.    When prompted to connect, click Yes. Login with User ID and Password and then Click Sign In.
  1. Enter the Batch Name column and select the Legislative Data Group from the list and click Save.
  2. Click OK in the Upload Options dialog box. Now the batch is created and Row inserted successfully status gets displayed.

Creating Batch Content
  1. Double-click the batch name in the Batch Header Sheet and then navigate to the Batch Content Sheet.
  2. click Add and select the task and task action as below:
    1. Enter Element Entry in the Task Name field.
    2. Enter Create Element Entry in the Task Action Name field.
    3. Enter the element name (E.g : Overtime) in the Reference field.
    4. Click Search and Select the required row and then click OK.
  3. Double-click the Create Element Entry task action name which generates the line for the Element with all Input Values.
  4. Enter all the required Input Values in the Batch Content Line Details. (Sample below)
Line Sequence
Effective Start Date
Person Number
Assignment Number
Overtime Hours
1
2019-09-01
12
E12
8
  1. click Save and Click OK in the Upload Options dialog box.
Transferring the Batch

1.    Go to Navigator à Payroll Administration à Tasks à Submit a Process or Report
2.    Select the Legislative Data Group and Select Transfer Batch Flow Pattern
  1. Enter an unique Payroll Flow name and select the Batch Name entered in the Batch Header sheet and click Submit.
  2. Element Entries for the corresponding Person numbers would have got created successfully.

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