Exporting or Importing Data

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

Page Name

Definition Name

Usage

Import/Export Payroll Data Page

PI_RUNCTL_PNL

Select the export or import process options and run the P.I. Export/Import Driver Application Engine process (PI_INRUN) to export or import data.

Use the Import/Export Payroll Data page (PI_RUNCTL_PNL) to select the export or import process options and run the P.I. Export/Import Driver Application Engine process (PI_INRUN) to export or import data.

Navigation:

Payroll Interface > Payroll Data Exchanges > Import/Export Payroll Data > Import/Export Payroll Data

This example illustrates the fields and controls on the Import/Export Payroll Data page.

Import/Export Payroll Data page

Run Parameters

Field or Control

Description

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).

PI 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.

Check Point Interval (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 theCheck Point Interval 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).

Field or Control

Description

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, theSelect Type field does not appear. The Output Files (s) field appears instead. You can output all files or just the EPIC 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.

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 File (complete export to external file) component to create the export file.

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 Calculate Deductions and Confirm Deductions processes).

See Understanding Deduction Processing.

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

Field or Control

Description

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.

Selected Employees

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

Field or Control

Description

Employee ID and Empl Record (employee record)

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