How to Automatically Submit HDL Files from HCM Extracts with Payroll Flows

Navigate to My Client Groups > Data Exchange

Click Extract Definitions.

Click on “+” icon to create the extract

 

Create the Auto Load parameter, for the HCM Data Loader end-to-end flow to work.

Click Design, create Root Data Groups, and add the necessary Data Groups based on your requirements. In this example, I am updating the FTE value to 1 for an employee.

Add the necessary attributes, including AssignmentId, PersonId, EffectiveStartDate, EffectiveEndDate, EffectiveSequence, EffectiveLatestChange, and any other required fields based on your data structure.

To update Assignment FTE, you need to retrieve WorkRelationship, WorkTerms, Assignment, and WorkMeasure. These entities ensure that employee assignment details are correctly mapped for data extraction and updates.

After entering all the required Data Groups, the extract can be validated to ensure accuracy. Once validation is successful, you can proceed with formula generation and compilation to finalize the setup.

Since this is a changes-only extract, one attribute must be designated as the Key attribute to uniquely identify each record. Additionally, for each record, the necessary columns should be selected and marked as change attributes to ensure that only modified data is extracted and processed.

Click Done, then submit the extract. Once processed, the system will generate XML data for review and further actions.

Create an eText Template to format the extracted data in HDL format for Assignment Work Measure FTE. Ensure the necessary attributes are mapped correctly to generate the required output.

Copy globalReportsDataModel to custom path. Create reports upload those 2 reports.

Navigate to Extract Definitions and define two delivery options as we have two different reports.

    

The above 2 delivery options to verify the data whether there are any issues.

Submit the extract to verify these reports. 

 

 

 Verify the results on Extract run successful.

Download and verify those Worker and Salary files.

Now, define delivery methods as Data Load Interface to submit HDL through the extract. Set up one delivery method for the Worker HDL file and another for the Salary HDL file to ensure accurate data processing.

Validate the extract if you have navigated to the Design area. If not, proceed to the next step without validation.

To automate the HCM Extract process with Data Load, create a Payroll Flow that seamlessly integrates extraction and loading. Define the flow with necessary parameters, ensuring smooth execution of HDL submissions within the payroll cycle.

Navigate to Refine Extracts, Click on Actions and create.

 

In the Activities section, select HCM Extract and Preparations to configure the extraction process.

The list of tasks will be displayed on the left side under Available Tasks. Select the extract you created, run the Data Loader Process, and then click Next to proceed.

 

 

 

Ensure that all processes are arranged in the correct sequence, then click Next to proceed.

 

 

 

Adjust the sequence if needed to ensure proper alignment, then click Next to continue.

Here, we will select and add extract parameters. Default or calculated type of values we can configure here.

 You can add the three parameters using Select and Add, as they are available as Extract Parameters. Ensure they are correctly mapped for accurate data processing.

 Configure the Task Parameters:

Click Next to navigate to the Task Parameters page.

Select the MAB FTE Update HCM extract record.

 

3.     Update the Effective Date parameter, setting the Basis Value to Effective Date. This task parameter will now accept the value of the Effective Date parameter from the payroll flow.

 

4.     Update the Auto Load parameter, ensuring the Parameter Basis is Bind to Flow and setting the Basis Value to Auto Load. This task parameter will now accept the value of the Auto Load parameter from the payroll flow.

 

 

 

 

 

5.     Update the Process Configuration Group parameter, ensuring the Parameter Basis is Bind to Flow and setting the Basis Value to Process Configuration Group. This task parameter will now accept the value of the Process Configuration Group parameter from the payroll flow.

 

 

6.       Update the Start Date parameter, ensuring the Parameter Basis is Bind to Flow and setting the Basis Value to Start Date. This task parameter will now accept the value of the Start Date parameter from the payroll flow.

 

 

7.       Select the Run HCM Data Loader task in the Tasks table. 

          Click Next to navigate to the Review page and click Submit.

          Search for your new payroll flow task and click Edit.

          In the Tasks panel, click Go to Task on the Run HCM Data Loader task.

          Edit the Extract Process Flow Name parameter ensuring the Parameter Basis is Bind to Flow Task and setting the Basis Value to MAB FTE Update, Submit, Payroll Process.

 

          Click on Submit and Open the flow definition, Go to Review the details and submit.

      Payroll flow is created now. We can submit from Payroll à Submit a Flow in the Data Exchange area. Click on Submit a Flow.

     Search for the Payroll flow that we created i.e. MAB FTE Update Inbound Extract

 

Click on the flow, enter parameters and click on Submit.

Monitor the flow and verify for successful run.

Click on Run HCM Data Loader task to see the file submission to Import and Load area.

On the successful file Import and Load, we can see the task as Completed.

Source: Initiate HCM Data Loader for HCM Extract Generated Files