Running Exports and Imports

This chapter provides an overview of data exchanges and discusses how to:

Export or import data.
Create the export file separately.
Convert tab-delimited import files.
Review exports or imports.

Understanding Data Exchanges

Payroll Interface enables you to exchange data between PeopleSoft Enterprise HRMS and a third-party payroll system. Data is exported from PeopleSoft Enterprise HRMS to the third-party payroll system using either a file or table. Data is imported from the third-party payroll system back into PeopleSoft Enterprise HRMS using only an ASCII formatted file. You use the same run-control process to export or import data.

Note. If you maintain deduction information, you must run the Deduction Calculation and Deduction Confirmation processes before running the Export process.

See Running Deductions.

See Enterprise PeopleTools 8.45 PeopleBook: PeopleSoft Process Scheduler.

Exporting Data

Use the Export Application Engine process (PI_INRUN) to export data. The Export process retrieves, maps, and exports data using the definitions and processing routines that are set up through the export interface. When the Export process is complete (the export file or the export table is created), the third-party payroll vendor uses the appropriate software to load the data and process the payroll.

The export process includes three phases: select, compare, and export.

During the select phase, employee payroll data is retrieved from the PeopleSoft Enterprise HRMS tables.
During the compare phase, the selected data is compared against the data from the previous export run. The comparison phase identifies any data changes that have occurred since the last export.
During the export phase, the data is exported to either a flat file or a table.

A full-records export performs the select and export phases; all employee data is exported. A changes-only export performs the select, compare, and export phases; only employee data that has changed is exported.

To export data:

Set up and run the Export process.

See Exporting or Importing Data.
Review the results of the Export process run.

See Reviewing Exports or Imports.

Importing Data

Use the Import Application Engine process (PI_INRUN) to import data. The Import process loads the processed payroll information (check detail and balance data) generated by the third-party payroll system into seven Payroll Interface import tables for online viewing and reporting. Further processing or technical configuration may be required to check the validity of the data or to ensure that employee-level data can be accessed in a secure manner.

To import data:

Obtain a copy of the ASCII import file from the third-party payroll vendor.
(Optional) If the file is tab-delimited, convert it to comma-delimited.

See Converting Tab-Delimited Import Files.
Store the import file in the location that is defined in the File Handle Table component.
Set up and run the Import process.

See Exporting or Importing Data.
Review the results of the Import process run.

See Exporting or Importing Data.

Exporting or Importing Data

To export or import data, use the Import/Export Payroll Data (PI_RUNCTL_PNL) component.

This section discusses how to select the export or import options.

Pages Used to Export and Import Data

Page Name	Object Name	Navigation	Usage
Import/Export Payroll Data	PI_RUNCTL_PNL	Payroll Interface, Payroll Data Exchanges, Import/Export Payroll Data, Import/Export Payroll Data	Select the export or import process options.
Process Scheduler Request	PRCSRQSTDLG	On the Import/Export Payroll Data page, click the Run button or the Process Monitor link.	Run the P.I. Export/Import Application Engine process (PI_INRUN) to export or import data.

Page Name

Object Name

Navigation

Usage

Import/Export Payroll Data

PI_RUNCTL_PNL

Payroll Interface, Payroll Data Exchanges, Import/Export Payroll Data, Import/Export Payroll Data

Select the export or import process options.

Process Scheduler Request

PRCSRQSTDLG

On the Import/Export Payroll Data page, click the Run button or the Process Monitor link.

Run the P.I. Export/Import Application Engine process (PI_INRUN) to export or import data.

Selecting the Export or Import Options

Access the Import/Export Payroll Data page.

Run Type

Select which process to run, either Export or Import.

PI Run Option (Payroll Interface run option)

Select a run option:

New: Increments the payroll interface run number and runs a new Export process.

Reprocess: Reruns an existing Export process. You must select the payroll interface run number of the process that you want to reprocess.

Restart: Restarts the most recent Export process (the most recently selected payroll interface run number).

Payroll Interface Run Number

Each time that you run a new Export process, the system increments the run number. During the compare phase, the Export process uses the run numbers to compare the results of the current export with the results of the previous export.

Chk Point Interval in Minutes (check point interval in minutes)

Select to specify how often, in minutes, the system should commit during a process run.

Note. To determine the interval using number of employees rather than number of minutes — that is, to use the Installation Table - Third Party/System page, Commit After Empl Processed (commit after employee processed) field value — leave the Chk Point Interval in Minutes (check point interval in minutes) field blank or enter 0.

Export Options

Use this group box to select options for the Export process. (These options do not apply to the Import process).

Run Select and Compare Only	Select this option to run the Export process but not create the export file. This option enables you to review the export data before creating the export file. It also enables you to run the Export process at one location and create the export file at another location. Note. If you select this option, use the Complete Export to Ext File (complete export to external file) component to create the export file.
Select Type	Select which employees to process: All Employees in Group: Process all employees in the pay group. Manually Select: Process those employees that are specified in the Selected Employees group box. SmartSelect: Process those employees that are in the pay group for whom online changes have been made since the last export run. If the selection process finds that all employees in the group have not yet been run for this company and pay group combination, SmartSelect is overridden at the pay group level and changed to All Employees in Group. Note. Before selecting this option, you must activate SmartSelect by attaching a PeopleCode function to all EMPLID-keyed tables that are defined in the PS Tables component. See Working with Smart Select. Note. (USF) For National Finance Center (NFC) interface definitions, the Select Type field does not appear. The Output Files (s) field appears instead. You can output all files or just the PACT file or PMSO file. See Working with Smart Select.
Export Change or Full	Select to identify which employee records to process: Chgs Only (changes only): Process only employee records with changed data. Full Recs (full records): Process all employee records. Note. If you attempt to run a changes-only export (select, compare, export) before running a full-records export (select, export), processing becomes Full Recs by default. To perform a changes-only export, data from a previous run must be in place.
Exclude Calculated Deductions	Select if you do not want to process deductions. Note. Always select this option if you do not maintain deductions (if you never run the Deduction Calculation and Confirmation processes). See Running Deductions.
Active Employees	Select to process only employees whose employee status is defined as active (on the System Table - Interface System Table 2 page, Employee Status field). Note. Do not select this option if you want to process all employees, regardless of their status (for example, for year-end processing).
Reprocess	Select to rerun a previously completed Export process. Compare: Rerun the Export process compare and export phases. This option deletes the data from the PS_PI_PARTIC, PS_PI_PARTIC_EXPT, and PS_PI_MESSAGE tables where the PI_RUN_NUMBER matches the reprocess PI_RUN_NUMBER. The Export process performs the select, compare, and export phases. Export: Rerun the Export process export phase. This option uses the data that is currently stored in the PS_PI_PARTIC, PS_PI_PARTIC_EXPT, and PS_PI_MESSAGE tables where the PI_RUN_NUMBER matches the reprocess PI_RUN_NUMBER. The Export process performs the export phase only. Note. To reprocess an Export run, you usually select the Compare option.
Run	Click to initiate the process.

Selected Employees

This group box appears when you select Select Type, Manually Select. Manually enter each employee that you want to include in the Export process.

EmplID and Empl Rcd Nbr (employee record number)

Enter the employee identifiers as defined on the Employee Table - Interface Employee Table page.

Creating the Export File Separately

To create the export file separately, use the Complete Export to Ext File (PI_RUNCTL_AE) component.

This section discusses how to select the export file run options.

Pages Used to Create the Export File Separately

Page Name	Object Name	Navigation	Usage
Complete Export to Ext File (complete export to external file)	PI_RUNCTL_AE_PNL	Payroll Interface, Payroll Data Exchanges, Complete Export to Ext File, Complete Export to Ext File	Select the export file run options.
Process Scheduler Request	PRCSRQSTDLG	On the Complete Export to Ext File page, click the Run button or the Process Monitor link.	Run the P.I. External File I/O Application Engine process (PI_EXTFL) to create the export file separately. Note. Use this page only if you have already run the Export process using the Import/Export Payroll Data page with the Run Select and Compare Only option selected.

Page Name

Object Name

Navigation

Usage

Complete Export to Ext File (complete export to external file)

PI_RUNCTL_AE_PNL

Payroll Interface, Payroll Data Exchanges, Complete Export to Ext File, Complete Export to Ext File

Select the export file run options.

Process Scheduler Request

PRCSRQSTDLG

On the Complete Export to Ext File page, click the Run button or the Process Monitor link.

Run the P.I. External File I/O Application Engine process (PI_EXTFL) to create the export file separately.

Note. Use this page only if you have already run the Export process using the Import/Export Payroll Data page with the Run Select and Compare Only option selected.

Selecting the Export File Run Options

Access the Complete Export to Ext File page.

Note. Use this page only if you have already run the Export process using the Import/Export Payroll Data page with the Run Select and Compare Only option selected.

Pay Run ID	Select the pay run ID of the export run that you want to complete.
Run Type	Select and enter Export.
PI Run Option (payroll interface run option)	Select to enter a run option.
Payroll Interface Run Number	Select to enter the run number that corresponds to the pay run ID.
Run	Click to initiate the process.

Converting Tab-Delimited Import Files

To convert tab-delimited import files, use the Convert Tab Delimiter (RUNCTL_PICNVT_TAB) component.

This section discusses how to select the tab-delimited import file options.

Pages Used to Select and Convert Tab-Delimited Import Files

Page Name	Object Name	Navigation	Usage
Convert Tab Run Ctl (convert tab run control)	RUNCTL_PICNVT_TAB	Payroll Interface, Payroll Data Exchanges, Convert Tab Delimiter, Convert Tab Run Ctl	Select the tab-delimited import file options.
Process Scheduler Request	PRCSRQSTDLG	On the Convert Tab Run Ctl page, click the Run button or the Process Monitor link.	Run the Convert Tab Delimited Files SQR Report process (PI002) to convert a tab-delimited import file.

Selecting the Tab-Delimited Import File Options

Access the Convert Tab Delimiter page.

Note. Use this page to convert tab-delimited import files. Because COBOL automatically changes a tab to a space when reading a file, you must convert tab-delimited files into comma-delimited files before importing them.

System ID	Select the system ID that identifies the third-party payroll system.
Config ID (configuration ID)	Select the configuration ID that identifies the import files to be converted.
Run	Click to initiate the process.

Reviewing Exports or Imports

To review exports and imports, use the Error Messages (PI_MESSAGES), Run Table (INTERFACE_RUN_TBL), Export Details (INTERFACE_PARTIC), Table Export (PI_PARTIC_EXTBL), Check Summary (PI_CHECK_SUMM), Earnings Balances (INTERFACE_EARN_BAL), Deduction Balances (INTERFACE_DED_BAL), and Tax Balances (INTERFACE_TAX_BAL) components.

This section discusses the pages used to review exports or imports.

Pages Used to Review Exports or Imports

Page Name	Object Name	Navigation	Usage
Interface Messages	PI_MESSAGES	Payroll Interface, Review Interface Information, Error Messages, Interface Messages	Export/Import Process Review error messages generated by Payroll Interface. The Error Key field indicates the Payroll Interface field that has the problem. Refer to PSCPYMSG.CBL (COBOL) for technical troubleshooting.
Payroll Interface Run Table	PI_RUNTBL_PNL	Payroll Interface, Review Interface Information, Run Table, Payroll Interface Run Table	Export/Import Process Review information about import and export runs.
Export Details	PI_PARTIC_PNL	Payroll Interface, Review Interface Information, Export Details, Export Details	Export Process Review the results of the Export process. The data shown here represents the contents of the PI_PARTIC_EXPT table.
Table Export	PI_PARTIC_EXTBL	Payroll Interface, Review Interface Information, Table Export, Table Export	Export Process Review the results of the Export process when writing data to a table. The data shown here represents the contents of the PI_PARTIC_EXTLB table (the export table).
Check Summary	PI_CHECK_SUMM	Payroll Interface, Review Interface Information, Check Summary, Check Summary	Import Process Review check data that is imported from your third-party payroll system. Click the Tax Detail link to view a page with tax details for the check summary that you’re reviewing.
Check Tax Detail	PI_CHECK_SUMM_S1	Click Tax Detail on the Check Summary page.	Import Process Review tax details for a check summary.
Earnings Balances	PI_ERNBAL_PNL	Payroll Interface, Review Interface Information, Earnings Balances, Interface Earnings Balances	Import Process Review earnings balances that are imported from your payroll system.
Deduction Balances	PI_DEDBAL_PNL	Payroll Interface, Review Interface Information, Deduction Balances, Interface Deduction Balances	Import Process Review deduction balances that are imported from your payroll system.
Tax Balances	PI_TAXBAL_PNL	Payroll Interface, Review Interface Information, Tax Balances, Interface Tax Balances	Import Process Review tax balances that are imported from your payroll system.

Run Type	Select which process to run, either Export or Import.
PI Run Option (Payroll Interface run option)	Select a run option: New: Increments the payroll interface run number and runs a new Export process. Reprocess: Reruns an existing Export process. You must select the payroll interface run number of the process that you want to reprocess. Restart: Restarts the most recent Export process (the most recently selected payroll interface run number).
Payroll Interface Run Number	Each time that you run a new Export process, the system increments the run number. During the compare phase, the Export process uses the run numbers to compare the results of the current export with the results of the previous export.
Chk Point Interval in Minutes (check point interval in minutes)	Select to specify how often, in minutes, the system should commit during a process run. Note. To determine the interval using number of employees rather than number of minutes — that is, to use the Installation Table - Third Party/System page, Commit After Empl Processed (commit after employee processed) field value — leave the Chk Point Interval in Minutes (check point interval in minutes) field blank or enter 0.