This tutorial deals with Fusion Payroll, and how it functions. In this part, we will discuss about the topic of Payroll Batch Loader.

Payroll Batch Loader

The Payroll Batch Loader (PBL) is used for the bulk loading of specific objects through spreadsheets. The UI within the Fusion Payroll is used only when there is any specific need or if any tweaking in the data or processes is to be done by the user. Most of the data is loaded in a bulk fashion, especially when the customer is large and the implementation is at the organisation level.

To ease the loading of this bulk amount of data, each application in Oracle Fusion has been provided a mechanism to bulk load the data. In Payroll, the Payroll Batch Loader is used for loading the payroll data in bulk using spreadsheets.

This is done by the use of a Batch Loader Spreadsheet, which can be downloaded from the Administration Workarea (after installing the Desktop Integration tool). This spreadsheet is then used to create and save batches to load data. Thus, the spreadsheet acts as an interface for loading the bulk data.

After loading the bulk data into spreadsheets, the user can then run a process to ultimately transfer the data onto Human Capital Management (HCM) tables.

Some of the objects that are supported for bulk loading, as far as Fusion Payroll is concerned, through the Payroll Batch Loader are listed below:

• Elements

• Element entries

• Bank details for personal payment methods

• Assigned payrolls

• Payroll definitions

• Balance groups

• Object groups

• User defined tables, etc.

In order to use the Payroll Batch Loader, a desktop integration client has to be installed on the user’s computer system first. This will integrate the Payroll Batch Loader with the installed Microsoft Excel (or a spreadsheet) software.

For setting up the Desktop Integration for Excel, navigate to the following: Navigator menu -> Tools -> Download Desktop Integration Installer. Follow the onscreen instructions on the installation wizard to complete the installation.

Payroll Batch Loader Tasks

The Payroll Batch Loader, though essentially an Excel interface, is not merely an integration with Excel. It contains a number of tasks that can be used to create, load, save, and remove batches with the required data, as per the needs of the user. The tasks contained in the Payroll Batch Loader are discussed below:

• Batch Loader - Launches an Excel workbook, where you can create a batch, or search for and view an existing batch.

• Create Batch - Creates a batch to load element entries or balances by object group. Then populates an Excel workbook with all the elements or people in the object group that you select when submitting the process.

• Create Batch for an Object - Downloads some or all records and history for a specified object, such as an element or formula, into a batch for data migration for use elsewhere.

• Enter Batch - Launches an Excel workbook for a single batch (for user defined flows).

• Load Batch from File - Uploads a file and transforms its data, using the specified formula, into a batch that you can transfer for use outside Excel.

• Purge Batch - Removes the specified batch.

• Transfer Batch - Creates appropriate entries in the applicable Human capital Management (HCM) tables for the specified batch.

All of these tasks can be accessed through the Submit a Process or Report task in the Administration Workarea (discussed in Part 2 of this tutorial) .

The Payroll Batch Loader can be used for the following cases, by making use of the respective tasks that are available:

• To create, update, and delete data for supported objects.

• To create elements and formulas using template questions.

• To create batches from files.

• To migrate objects between environments.

The following flowchart depicts the process of the use of the Payroll Batch Loader. It shows that the data is loaded by selecting the respective task, and then transferred onto the appropriate HCM tables upon completion of the selected action.

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Fig. 1 - A flowchart depicting the process of using the Payroll Batch Loader

First, the Payroll Batch Loader is opened by using the Batch Loader Spreadsheet (after installation of the desktop integration with Excel), and a batch is created. Once it is created, the details of the batch are entered (which task and action are to be performed, which data is to be loaded, etc.), and the batch is then saved.

Once the batch is created and saved, the data that is loaded gets stored in Staging Tables. Then, when the Transfer Batch process is executed, the data is then ultimately transferred onto the appropriate HCM tables.

(Continued in Part 2)

Krishnaa Lakshmanan

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