Using the HR/Payroll extracts you can extract employee and payroll data, such as the details of earnings, deductions, and information elements for reporting purposes.

Use the Submit Request window to run the HR/Payroll extract you require.

   To run the Extracts:

Mexico Users: To run the extracts, refer to the "Oracle HRMS for Mexico - Payroll System Extract for SUA - Voluntary Contributions" whitepaper (My Oracle Support ID #336495.1).

1. Select Global HR/Payroll Outbound Interfaces in the Name field.

   US Users: To run a US HR/Payroll extract select US HR/Payroll Outbound Interfaces.

2. Click in the Parameters field to open the Parameters window.

3. Select the extract you require. You can choose from the following predefined extracts or from the copies of the extracts you have modified.

   • Global HR/Payroll Extract (full-profile extract)

   • Global HR/Payroll Information Changes (Single Record)

   US Users: To run a US HR/Payroll extract, choose from the following predefined extracts or from the copies of the extracts you have modified:

   • US HR/Payroll Extract

   • US HR/Payroll Information Changes (Multi-Record)

   • US HR/Payroll Information Changes (Single 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

4. Select the appropriate reporting options.

   The reporting options available for the full-profile extract are:

   • Details - provides details of each assignment action for an assignment

   • Summary - provides a summary of all assignment actions for an assignment for a given period

   The reporting options for the extract for changes are:

   • All Employees - provides details of all employees in the organization

   • Employees Enrolled in Plan - provides details of only those employees who are enrolled in a specific plan

5. In the Selection Criteria field, select either Element Name or Element Set.

6. Do one of the following:

   • Select the element name.

     Note: US Users: If you are running US extracts, this should be one of the primary deduction elements you would have created for the 401(k), 403(b), and 457 plans.

   • Select the element set name.

7. Enter the dates for which you want to generate the report.

8. Select a value for one or more of the following parameters to restrict the employees included in the extract:

   • Payroll

   • Consolidation Set

   • Organization

   • Person Type

     Note: If the Participant Person Useage Type is configured to exclude Applicant and the participant for the dependent/person being assessed has the person useage type of Applicant, then the dependent/person will be considered to fail the selection criteria for the extract definition and be excluded.

   • Location

9. Click OK then Submit.

10. View the output in the Extracts Results window.

11. View the change events that have occurred to a person or modify the change event log using the Change Event Log window.

12. Run the Extract Write Process to write the results of the extract to the file you specified in your extract definition.