Use the Extract Human Resources Data option to import employee pay from Human Resources and if needed, position information into Personnel Budgeting from Position Control.
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The employee data extraction process generates the Personnel Budgeting Rate Extract Log. This report lists errors encountered during the extraction.
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After correcting the errors indicated in the log, run the employee extraction again. Repeat this as many times as needed until either the log is error free or the errors reported are acceptable for budgeting purposes.
Menu Path: Personnel Budgeting > Entry & Processing > Personnel Budgeting > Extract Human Resources Data > select Payroll Employee Data
Prerequisites
Before running the employee extraction, you must complete the following requirements:
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Use the Extract Human Resources Data option to import payroll tables.
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Use the Personnel Budgeting table options to adjust the system's tables.
Correcting Errors
If the Personnel Budgeting Rate Extract Log indicates errors were encountered in the extraction process, you can correct an error by selecting the required option, locating the record, and making the change.
Human Resources Tables
Human Resources > Reference Tables > select the sub-menu > select the option
Position Table
Human Resources > Entry & Processing > Position Control > Position Control
Personnel Budgeting Tables
Personnel Budgeting > Reference Tables > Reference Tables > select the option
Human Resources Employee Pay Rate
Human Resources > Entry & Processing > Employee > Employee Pay Rates
Personnel Budgeting Employee Rate Information
Personnel Budgeting > Entry & Processing > Personnel Budgeting > Employee Rate Information
Cautions
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Do not change table records in Human Resources that are assigned to employees. You can add new records and change records that you added in setting up your table extraction.
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Be careful in changing records in Human Resources that could cause errors in payroll processing.
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If you correct employee records in Personnel Budgeting, do not repeat the employee extraction process, since the extraction replaces the corrected records in your work file.
Extracting employee pay and position data from Human Resources
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Select Personnel Budgeting > Entry & Processing > Personnel Budgeting > Extract Human Resources Data to display the Extract Human Resources Data page.
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Select the Payroll Employee Data radio button.
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Click OK to display the Employee Extraction page.
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In the Extraction Criteria section, complete the following fields as needed:
Employee Number
Enter ID numbers to identify the employees whose records you want to extract.
Pay Group
Enter the codes used to group employees in payroll processing.
Class
Enter codes identifying the job classes to include in the extraction.
To identify more than one record in a field, use the pipe symbol between entries, for example, 12345|23456|32109. To include all records of a particular type, leave the corresponding field blank.
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In the Initial Extraction Setup section, select the desired checkboxes:
Increase on Hire Date
To apply mid‑year increases, as determined by employees’ hiring dates. Leave the field blank to issue increases on a fiscal year basis.
Terminated Rates
To extract employee rates that have been terminated. Leave the field blank to exclude terminated rates from the extraction.
Inactive Rates
To extract employee rates that are inactive. Leave the field blank to exclude inactive rates.
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Click OK.
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In the Confirmation dialog, click Yes.
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In the Print window, click OK to start the extraction. The Personnel Budgeting Rate Extract Log's default file name is pextract.log.
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Click OK when the process ends.
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In the final dialog, click OK.
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Review the Personnel Budgeting Rate Extract Log, and correct any errors indicated.
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Run the extraction procedure again, if needed. You may repeat the process as many times as necessary.
Tip
Once the extraction is successful, save your work file as an iteration. Assign an Iteration Number such as 9000, and use other numbers when saving changes. Should you need to start over, load the original iteration file (9000) as the restart point. For additional information, refer to Chapter 2, Iterations.