Setting Up the System Table

To set up the System Table, use the System Table (SYSTEM_TABLE) component.

Page Name

Definition Name

Usage

Interface System Table 1 Page

PI_SYSTEM_PNL

Set up system IDs.

Interface System Table 2 Page

PI_SYSTEM1_PNL

Set up payroll statuses.

Use the System Table to set up a system ID that identifies the third-party payroll system.

Payroll Interface delivers several system IDs, including CSV, PHY, LOG, and NFC. These system IDs correspond to these delivered data formats: comma-separated-values, physical, logical, and National Finance Center. You can use the delivered system IDs or create your own.

You can use multiple system IDs to set up interface definitions for multiple third-party payroll providers. The system IDs separate the information required for each third-party implementation.

Use the Interface System Table 1 page (PI_SYSTEM_PNL) to set up system IDs.

Navigation:

Set Up HCM > Product Related > Payroll Interface > Interface Controls > System Table > Interface System Table 1

This example illustrates the fields and controls on the Interface System Table 1 page.

Interface System Table 1 page

Field or Control

Description

System ID

Select to enter a system ID that identifies the third-party payroll system. You can use one of the system IDs delivered with Payroll Interface (CSV, LOG, NFC, PHY, and so on) or you can define your own.

System Code

Select the appropriate system code.

  • ADP Interface: ADP third-party payroll system.

  • Other: Third-party payroll system other than ADP.

Version

For documentation only. Payroll Interface does not use this value.

Export

Select to indicate how data changes are exported.

  • Field Change Only: Export only fields with changed data.

  • Record With Field Changes: Export entire records, but only those with fields that have changed.

Note: The physical file format (PHY) does not export field changes only. The entire row is exported if a defined field changes.

Convert

Select to indicate how employees are identified by the third-party payroll system.

  • Using Interface Employee Table: Converts the PeopleSoft EMPLID to the third-party payroll system employee ID (PI EmplID).

    Note: If you select this option, you must map the PeopleSoft EMPLID to the third-party payroll system employee ID (populate the PI_EMPLID_TBL table) for each employee before you run the Export process. If you do not do this, the system will issue an error message.

    Perform the mapping by either (1) manually entering the third-party payroll system employee ID in the Employee Table - Interface Employee Table page, PI Emplid field or (2) using PeopleCode to automate the process, when possible. You must update the mapping when employee changes occur, for example, new hires or terminations.

  • Using PeopleSoft Employee ID: Automatically inserts the PeopleSoft EmplID in the Employee Table - Interface Employee Table page,PI Emplid field (and populates PI_EMPLID_TBL) when you run the Export process.

  • Using National ID: Automatically inserts an applicable national identification code (for example, the employee's Social Security Number or Social Insurance Number) in the Employee Table component - Interface Employee Table page,PI Emplid field (and populates the PI_EMPLID_TBL table) when you run the Export process.

Employee Field ID

Select to indicate which Payroll Interface field contains the employee ID. The value of the employee field ID is defined on the Field Definition Table component - Interface Field2 page. Because of the three convert options, the field that you select as the employee field ID does not need any PS Record/PS fields mapped to it on the Interface Field2 page.

Effect Date Transaction Ind (effective date transaction indicator)

Select Current to export only data that's current at the end of the pay period; select All to export both current and retroactive data.

Note: Be sure to verify that your payroll vendor's import utility accepts multiple effective-dated transactions.

The effective date indicator performs two main functions:

  • Selecting employees for processing: If you choose All, all employees who have ever been in the pay group being processed are eligible for processing. If you choose Current, only those employees who were in the pay group during the pay period are eligible for processing.

  • Retrieving employee data: If you select All, the meaning of the value All Effdts (all effective dates) in the Where Clause Type field on the PS Tables page literally means all effective dates. If you choose Current, then All Effdts on the PS Tables page refers to all effective dates that are effective during the pay period.

Process Filter

Select to indicate whether the system should process records with a company value that is different from the process company.

  • None: All rows that are created by Payroll Interface for each company and pay group combination are inserted into the PI_PARTIC_EXPT table and are available for export. The last history rows that are created for the current system ID are retrieved for comparison.

  • Company: If you define a key field of Company on the Definition Table component - Interface Definition Fields page, this field is compared to the process company. The system exports only records with a matching company. For comparison, the system retrieves the last history rows that were created for the current system ID and company.

    See Working with Company Filtering.

Character Set

Select to enter the appropriate character set for the language that is used in the export or import file.

Note: The Import process recognizes only the ASCII character set.

See Working with Character Sets.

File Type

Select a file type:

  • CSV (comma-separated value): Data is delimited, or separated, by commas.

  • Logical: Data is defined using an identifier followed by its value, not fixed format. For example, the field identifier of 1X2 might always immediately precede a value of 1 or 2 to indicate tax status. The field identifier is defined by your third-party payroll system and must exactly match the field identifier that is defined in Payroll Interface. If you use a logical file, select External Field ID Indicator and enter the field length.

  • Other Delm (other delimited): Data is delimited by the character that you specify in theData Delimiter field.

    Note: A delimited data file can contain only one Payroll Interface record definition of the data type. You can have two record definitions only for a Stop Transaction record. Common examples are deductions, savings plans, additional pay, and direct deposit.

    Numeric values cannot contain the thousands edit characters. For example: 1,100,100 appears in both the import and export files as 1100100. The system does support a display character for the decimal place, for example, 100.50 or 100,50.

  • Physical: Data is defined by its position in the file. For example, a value of 1 or 2 in the 30th character position in the file might represent tax status. In such files, blank characters are often inserted to maintain positional integrity when a data value is not available to take that position.

  • Tab Delm (tab delimited): Data is delimited by the Tab character.

Logical File Type and Delimiter File Types

Use the options in the Logical File Type group box and Delimiter File Types group box to further define the export file.

Field or Control

Description

Literal String Character

If the decimal character is the same as the delimiter character, it must be enclosed in the literal string character. This applies to both export and import files. For example, if the decimal character is a comma, and the file type is CSV, all numeric values that contain decimals must be enclosed by the literal string character: "100,50" for example.

In an export file, all character values must be enclosed by the literal string character. A sample record might be: 1235,"abcd","ef gh", "Last Name, First Name".

When data values contain the literal string character, the single character is repeated within the data value when it is written to the export file. During the import process, the system examines the data value for two literal string characters together and changes them to just one. For example, a data value from the database is Suite 200, Unit "A" West. The data value is written to the export file as "Suite 200, Unit ""A"" West". The import process interprets the export data string and loads it into the database as: Suite 200, Unit "A" West.

Remove Trailing Spaces

You can override this selection at the field level.

Include Header

For delimited file types, select to indicate whether a header record is the first record. When this option is selected for export files, a header is written as the first record in the file. The header name is the external column name for each field on the record. When this option is selected for input files, the header record is compared to the record definition. If they do not match, the system stops processing for that file.

Use the Interface System Table 2 page (PI_SYSTEM1_PNL) to set up payroll statuses.

Navigation:

Set Up HCM > Product Related > Payroll Interface > Interface Controls > System Table > Interface System Table 2

This example illustrates the fields and controls on the Interface System Table 2 page.

Interface System Table 2 page

Payroll Statuses

Field or Control

Description

Payroll Status

Select the pay statuses of the employees to process. This setting directly corresponds to the Selecting Active Employees check box on the Payroll Interface Run Control page.

Note: Employee payroll status is assigned in Job data.

Note: Payroll Interface processes only the current row if more than one effective sequence exists for a particular date.