The Labor Export feature is used to export employee labor data to external systems. You can specify which charge types and which facilities you want to export. You can also define which events you want to export.
Once an export has been configured, you can run it using the Exports form or the PAYROLL_EXPORT service instance. To configure an export, see the Configuration Steps below.
See Also:
To configure a Labor Export, follow the steps below:
Step |
Details |
Form to Use |
1. Create the Export Rules |
Export rules determine when and how labor data is grouped (when the LABOR_ALL_MT service runs). Each rule is expressed as an IF-THEN statement. The IF portion contains one or more conditions, and the THEN portion contains one or more actions. When the conditions are met, the action is executed. Use the Export Rule Operands to create the rules. |
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2. Create an Export Ruleset (with Context Name ExportRuleset) |
Rulesets are used to group individual rules. When you create the ruleset, you add individual rules to it. Assign the rules you created in Step 1 to this ruleset. You will assign this ruleset to an Export Definition in the next step. Note: You must use ExportRuleset as the Context Name for the ruleset. |
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3. Create an Export Definition |
When you create an export, you define which Ruleset to use when the export runs. For example, you can assign the Ruleset you created in step 2. By configuring the export, you format the output of the data that can be extracted from system tables. You can also configure how you want the header, detail and trailer to look in your output. On the Export Parameters tab, set the PROCESS_NAME to Labor. Note: The Split Premium field requires that you have an Export Premium Policy configured. |
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4. Configure the Data Output Format |
You can modify the format of the output data. For example, you can determine the output of positive and negative values. |
Once you have configured the labor export, you can run it via the Exports form or the EXPORT service.
You can run a labor export from the Exports form, provided the Export Destination is FILE or TABLE. When you run an export from the Exports form, you can include data that is entered in user-defined fields when you run the export. This data will not be included when you run the export via the EXPORT service instance. You can also specify whether to include Previously Exported Records and download exports that have already been generated.
You can also run a labor export using the EXPORT service. You will need to configure this service on the Service Instance form. You can then schedule the EXPORT service to run automatically, or run it manually, using the Service Monitor form.
To run the labor export from the Exports form:
Click Main Menu > Payroll > Exports.
Select an Export Name from the drop-down menu (for example, the export you created in Step 3 of the configuration above).
Enter an Output Name for the file that will be created.
If you want to include records that have not yet been exported, check the New Records box.
If you want to include previously exported records, check the Prev Exp Records box.
If you checked the Prev Exp Record box, use the Prev Exp Start and Prev Exp End date fields to specify the dates when the records were previously exported.
Modify the Start Date and End Date of the Parameter Name “Labor” as necessary.
When you run a labor export, the Parameter Name column on the Exports form displays one option, “Labor.” The Start and End Date of this parameter indicates the date range of the records to include in the export.
Click Run Export on the toolbar.
When the export is complete, go to the Output tab. Select the record and click Download to open or save the export file.