Oracle HRMS supplies the following seeded HR/Payroll extract definitions:
Global HR/Payroll Extract
Global HR/Payroll Information Changes (Single Record)
Mexico Users: For configuration instructions, refer to the "Oracle HRMS for Mexico - Payroll System Extract for SUA - Voluntary Contributions" whitepaper (My Oracle Support ID #336495.1).
US Users: You can also use the following predefined US HR/Payroll extracts:
US HR/Payroll Extract
US HR/Payroll Information Changes (Single Record)
US HR/Payroll Information Changes (Multi-Record)
US HR/Payroll Loan Re-Payment
US HR/Payroll Pension CatchUp
US HR/Payroll Pension EE Contribution
US HR/Payroll Pension EE Def. Comp Pre-Tax Contribution
US HR/Payroll Pension ER Match
To configure the extracts for your own reporting needs, copy and modify them as follows.
Use the copy function within the system extract to copy the predefined extract you want to modify. In the extract Definition window, query the seeded extract definition, enter a prefix in the New Extract Prefix field, and choose the Copy Extract button.
Edit the copies of the following sample formulas to perform the processing you require:
| Data Element | Fetched Value | Formula to Edit |
|---|---|---|
| Sample Element Entry Value | The run result value of any payroll element's input value | PAY_GLOBAL_PEXT_GET_ELE_ETRY_VALUE |
| Sample Balance Value | The value of any balance specified in the formula | PAY_GLOBAL_PEXT_GET_BALANCE_VALUE |
US Users: If you are using the US extracts, update the following formulas to extract the balance or input values you want to extract:
PAY_US_PEXT_GET_ELE_ETRY_VALUE
PAY_US_PEXT_GET_BALANCE_VALUE
Modify the extract layout definition to change the data elements that the extracts include and the format of the extract definitions.
Modify the extract criteria profile to change the extract criteria. The extract criteria you select determine the data that the application extracts to your reports.
See: Defining an Extract Criteria Profile
To define the extract criteria profile for the extract for changes, you must enable the change events in the Application Utilities Lookups window. Query the Lookup type BEN_EXT_CHG_EVT and select Enabled for the change event.
Create the extract definition to set the parameters for the extract.
Your extract definition includes an extract criteria profile and an extract layout definition that you have already defined. It also includes other parameters needed for the extract batch process, such as the output directory and file name of the extract file.
If you have more than one element to report on, create an element set and specify the set name as one of the parameters of the extract process. For example, if you want to report on several pension plans together, create an element set.
See: Defining an Element or Distribution Set.
Note: US Users: If you are configuring the US extracts for a pension plan, include only the primary pension elements in the element set. Do not include other pension elements such as Catchup, After-Tax, or ER Match. You can include in the element set only those elements that you created using the Deduction window. The elements you include in the set must be of the same type. You cannot combine 401k, 403b, and 457 elements in the same set.
The Global Extracts concurrent programs are currently available for US and UK responsibilities only. To allow other users to run these programs from the Submit Request window, add the relevant programs to the request group for their responsibility.