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Fusion HCM Technical Training –

Payroll Batch Loader (PBL)
An ERPWebTutor Presentation

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Payroll Batch Loader (PBL)

• Payroll Batch Loader is a generic data loader that supports
creation of several payroll business objects, including elements,
element entries, external bank accounts, and payroll definitions.

• Using Payroll Batch Loader, you can create update or delete

several of the supported objects.

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Payroll Batch Loader (PBL)

We can use payroll batch loader to load the following data.
• Payroll Relationship.
• Federal and Regional Data.
• Bank, Bank Branch, External Bank Account, Personal Payment Methods.
• Element Eligibility, Costing, Element Entries.
• Time Card Required Flag.
• User-Defined Tables.
• Balance Initialization, Balance Adjustment.

Note: Please refer to MOS Document: Oracle Fusion Payroll Batch Loader User Guide for
Release 10 (Doc ID 2030268.1), to download the latest user guide.

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Payroll Batch Loader (PBL) - Tasks

Task or Process Description Comments
Launches a workbook where you can create a
Batch Loader Access this task in the Tasks pane.
batch or search for an existing batch.
Creates a batch to load "element entries" or
balances by "object group". Populates a
Access this process from the
Create Batch workbook with all the elements or people in the
Submit a Payroll Flow task.
object group you select when submitting the
process.
Copy the batch lines to a new
Downloads some or all records and history for a
Create Batch for an batch in another environment and
specified object, such as an element or formula,
Object submit the Transfer Batch flow to
into a batch for data migration.
create the data.
Access this process from the
Submit a Process or Report task.
Sequence tasks in the flow pattern
For user-defined flows, launches a workbook for a
Enter Batch so that the Transfer Batch task
single batch.
follows the Enter Batch task.
Access this process from the
checklist of a user-defined flow
pattern.
Uploads a file and transforms its data using the
Load Batch from Access this process from the
specified formula into a batch that you can
File Submit a Payroll Flow task.
transfer.
You can purge a batch at any time.
Purge Batch Removes the specified batch. You can't transfer or view purged
batches.
Access this process from the
Submit a Process or Report task.
Creates entries in the applicable HCM tables for Access this process from the
Transfer Batch
the specified batch. Submit a Process or Report task.

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Payroll Batch Loader (PBL) - Functionalities

Task Name Task Action Task Name Task Action
Balance Adjust Balance Create Element Entry
Element Entry Update Element Entry
Add Balance Definition
Balance Group Delete Element Entry
Remove Balance Definition Add Person to Existing Account
Create Bank External Bank Account Create External Bank Account
Inactivate Bank Inactivate External Bank Account
Bank and Branch Create
Create Bank Branch
Inactivate Bank Branch Fast Formula Update
Delete
Create Cost Allocation
Costing Setups Fast Formula Global Create
Delete Cost Allocation Create User-Defined Table
Create Element Eligibility Update User-Defined Table
Delete Element Eligibility Delete User-Defined Table
Create Input Value Create User-Defined Column
Delete Input Value Update User-Defined Column
HCM User-Defined Delete User-Defined Column
Update Input Value
Table Create User-Defined Row
Element Update Element Update User-Defined Row
Delete Element Delete User-Defined Row
Create People Group Key Flexfield Create User-Defined Column Instance
Segment Combination Update User-Defined Column Instance
Delete People Group Key Flexfield Delete User-Defined Column Instance

Segment Combination

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Payroll Batch Loader (PBL) - Functionalities

Task Name Task Action
Create Personal Payment Method
End-Date Personal Payment Method
Delete Personal Payment Method Tax cards can also be
Create Third-Party Personal Payment
Method loaded.
Delete Third-Party Personal Payment
Method
Payment Method Update Third-Party Personal Payment
Method
Create Third-Party Organization
Payment Method
Delete Third-Party Organization
Payment Method
Update Third-Party Organization
Payment Method
Create Payroll Definition
Payroll Definition Update Payroll Definition
Delete Payroll Definition
Add Payroll
Delete Payroll
End Payroll
Payroll Relationship
Update Assigned Payroll Details
Update Assignment Details
Update Payroll Element Duration Date
Person Delivery Method
Person Person EFF
Person Legislative Data
Create Third-Party Organization
Third-Party
Update Third-Party Organization
Organization
Merge Address

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Payroll Batch Loader (PBL) – process flow

Importing Data: Procedure

The payroll batch loader imports data from integrated Microsoft Excel workbook
templates into the staging tables and transfers that data into the application.
The upload tasks available vary depending on the data type that you want to load.
Each workbook template includes required and optional columns for loading data.

The following figure illustrates the basic process for importing data using the batch loader

Populate the Batch Save Data to Transfer Data Verify

Loader Workbook Staging Tables to HCM Import
Tables Results

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Payroll Batch Loader (PBL) - Prerequisites

Download and install the ADF Desktop integration Addin for Excel

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Payroll Batch Loader (PBL) - Prerequisites

Additional Settings for Excel

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Payroll Batch Loader (PBL) - Prerequisites

Additional Settings for Excel

Note: Payroll Administrator role is required to perform the PBL tasks.

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Payroll Batch Loader (PBL) - Navigation

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Payroll Batch Loader (PBL) - Navigation

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