Epicor® HCM 5.

Epicor ERP Payroll Integration Guide

 Epicor® HCM 5.9

Epicor ERP Payroll Integration Guide

Epicor Software Corporation

Notices
This manual is furnished under a license agreement with Epicor® Software Corporation. The
manual was prepared to assist operators of Epicor Software Corporation’s Epicor HCM
product and may not be used for any other purpose without Epicor’s written permission. The
material contained herein is supplied without representation or warranty of any kind, is sub-
ject to change without notice, and does not represent a commitment by Epicor. Companies,
names, and/or data used in screens and sample output are fictitious unless otherwise noted.
Epicor assumes no responsibility and shall have no liability of any kind from the supply or use
of this manual or the material it contains. In an Epicor HCM-hosted or subscription envir-
onment, some Epicor HCM software functionality may not be available.
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Copyright © 1999-2013, Epicor Software Corporation. All rights reserved.
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EHCM-590ERPpayrollLi-11122014
Contacting Epicor Software Corporation
General Information
Epicor provides a variety of human resource software products and support services. You
can contact us at Epicor or find out more information about additional software products or
services using any of the following methods:
Epicor Software Corporation
999 Eighteenth St., Suite 200
Denver, CO 80202-3438
(800) 334-5660 (General Information)
(303) 595-3299 (Fax)
www.epicor.com

Epicor HCM Product Support and Education Services

Epicor HCM users with a current maintenance agreement have access to telephone hotline
support. When you call the Product Support and Education (PSE) hotline, a qualified PSE
representative works with you to diagnose and correct your problem. Contact a Epicor HCM
PSE representative using the following methods:

Telephone: (800) 424-6749

E-mail: EpicorHCMsupport@epicor.com

Please have the following information at hand before you contact a PSE representative:
l Your customer number.
l A listing of any Epicor HCM modules or service packs that you have
installed.
l A clear summary of the problem. Identify it specifically, especially in doc-
umentation that your organization can use later. Write down each step you
took when you found the problem (take screen prints, if possible).
l Any specific error messages you encountered.
Table of Contents
About This Guide vii

Who Should Read This Guide viii

Where to Look for More Information ix
Epicor HCM Online Help ix
Field Level Help ix
Microsoft Windows Online Help ix
Internet Explorer Online Help ix
How This Guide is Organized x
Conventions Used in This Guide xi
Introduction to Link 1

Prerequisites 2
Exploring a Link Export 3
Integration Templates 3
Export Configuration 3
When Link Runs 3
Setup the Integration 5

Load the Integration Template 6

Configure Link 7
Export Parameters 7
Map Rollup Codes 7
Define the File Path 9
Map Code Conversions 9
Export Groups 10
Assign Employees to Export Groups 12
Test the Integration 13
Integration Maintenance 15

Maintain Export Groups 16

Create a New Export Group 16
Change Row Security Rules on an Export Group 16
Maintain Export Group Assignments 17
Assign Employee to an Export Group through New Hire 17
Assign Employee to an Export Group through Pay History 17
 Change an Employee's Export Group Assignment 18
End an Employee's Export Group Assignment 18
Maintain Benefit and Rollup Codes 19
Add a New Rollup Code 19
Update a Rollup Code 19
Delete a Rollup Code 20
Maintain Code Conversions 21
Suspend the Integration 22
Suspend at the Employee Level 22
Suspend at the Export Level 22
Monitor the Integration 23
About This Guide

This guide reviews the steps necessary to setup the Epicor HCM Link mod-
ule to integrate with your Epicor ERP Payroll system, version 9 or 10. Once
the Epicor ERP Payroll Integration has been configured, data will be trans-
ferred from Epicor HCM to Epicor ERP Payroll when applicable data is
added or changed for selected employees.
For more information about your Epicor HCM software, refer to the Project
Management Workbook or to the online help.

Concepts covered in this preface include:

Who Should Read This Guide viii

Where to Look for More Information ix
How This Guide is Organized x
Conventions Used in This Guide xi

- vii -
Preface

Who Should Read This Guide

This guide is for those individuals integrating your Epicor HCM system with
Epicor ERP Payroll.

- viii -
 About This Guide

Where to Look for More Information

There are several online help systems where you can find information and
documentation relating to Epicor HCM. This section describes the different
online sources available to assist you in using Epicor HCM and related soft-
ware.

Epicor HCM Online Help

Epicor HCM has an extensive online help facility to assist you when you need
help. You can access online help in Epicor HCM by clicking the Help button
that is in the product. If you are in a task when invoking help, the help topic for
the task that you are viewing appears.
Each procedural help topic in the Epicor HCM online help provides sys-
tematic instructions that guide a user through completing a task. Once the
online help is open, you can navigate to other areas in the help system. You
can search for other procedures through the Contents, Index or by using the
built-in Search functionality.

Field Level Help

While Epicor HCM is very intuitive to use, there may be certain fields in a task
that are more difficult to work with or remember their purpose. Epicor HCM
has a Field Level Help system, where some key fields have been singled out
for quick access to information. Anywhere you see a question mark icon
you can click it to display an informational box. The information presented is
intended to assist you in completing that field and therefore to finish the task.
If you need further assistance, the full online help system is always available.

Microsoft Windows Online Help

For more information about Microsoft Windows, choose Help and Support
from the Start menu.

Internet Explorer Online Help

Use Microsoft Internet Explorer Help for assistance with issues specific to
Internet Explorer. To view Microsoft Internet Explorer Help, from the Menu
bar click Help > Internet Explorer Help or press F1 on your keyboard.

- ix -
Preface

How This Guide is Organized

The following table describes the sections contained in this guide:
Chapter Contains
About This Guide Description of this guide.
Chapter 1 Introduction Prerequisites for Epicor ERP Payroll integration and introductory
to Link information about the Link module.
Chapter 2 Setup the Instructional steps for integrating Epicor HCM with Epicor ERP
Integration Payroll.
Chapter 3 Integration Instructional steps for maintaining the integration between Epicor
Maintenance HCM and Epicor ERP Payroll

-x-
 About This Guide

Conventions Used in This Guide

As you use this guide, you'll notice that some text appears in bold or italic let-
tering. These conventions have meaning and help you learn and use Epicor
HCM. You'll see the following conventions in this guide.

Convention Description
bold Used for box labels including check boxes, drop-down list items, tab names,
menu labels, and any literal text that you must type exactly as presented.
Especially important to use for boxes where the label has multiple words or is
a sentence. Also may be used for dialog box titles.
italic Any variable text you replace with specific text, such as the current date or
the name of a file, appears in italics.
Navigational When you’re instructed to select an item, this instruction typically means to
Terminology click the item to highlight it (as in a list). When you’re instructed to choose or
click an item, these actions execute a command (as when choosing or click-
ing the OK button). Double-click means to quickly press and release the left
mouse button twice. Press refers only to keys on the keyboard. Enter means
to type the text as indicated and take the appropriate action to move on to the
next step. For example, “Enter the employee’s hire date” means to type the
date in the box and then to press the TAB key to move to the next box.

- xi -
 Chapter 1

Introduction to Link

Epicor HCM Link is a data transfer module that allows you to export data
from Epicor HCM to other workforce-related systems. The ability to elec-
tronically transfer data from Epicor HCM to another system provides numer-
ous benefits.
This chapter provides you with prerequisites to an Epicor ERP Payroll integ-
ration, introduces the Link module, and explains how your organization can
successfully integrate this functionality with your Epicor ERP Payroll system.

Concepts covered in this chapter include:

Prerequisites 2
Exploring a Link Export 3

Epicor HCM | 1
Chapter: 1

Prerequisites
Before you can use the Link module to transfer data between your Epicor
HCM and Epicor ERP Payroll system, you must:
n Install Epicor HCM
n License the Link module
n Install an Epicor ERP instance and an Epicor ERP Test instance
n Install and test the following Epicor ERP WCF services:

n PRDeductService
n PREmployeeService

n Review the Epicor HCM Link Module Implementation Guide

n Review the Epicor HCM Payroll Web Service Export Specifications
document
n Review this integration guide in its entirety

2 | Epicor Software Corporation

 Introduction to Link

Exploring a Link Export

Exporting data through Link consists of configuring the reusable data transfer
process through two utility tasks and running the export. Defining the export
parameters, rollup codes and code conversions allows you to control how
your data is presented and delivered to the Epicor ERP Payroll system.
The Link export process uses the following two configuration tasks
n Integration Template Loader
n Configure Link

You may also be required to use the Run Link Export task to initiate the data
transfer. You can search for and review exported data using the Triggered
Export Jobs task.

Integration Templates
Epicor HCM Link provides you with a starting template, the Epicor ERP
Payroll template for Epicor ERP, version 9 or 10. This export template is a
definition of the type of employee data to be sent to Epicor ERP Payroll, and
includes a predetermined set of fields and data sources.
Additional configuration, to account for user defined code values and benefit
setup, is required to implement the integration between Epicor HCM and Epi-
cor ERP Payroll.

Export Configuration
In Epicor HCM Link, through Export Masters, you can define the export para-
meters used when transferring Epicor HCM data to an external system.
Export Masters are a set of definitions that create specific types of export for
the Epicor ERP Payroll system to which you export data. Each Export master
is referred to by a unique Export ID code

When Link Runs

Epicor HCM Link provides three methods to process an export template:
triggered, scheduled, and manual. The data integration into the Epicor ERP
Payroll system is a triggered process that runs when specific person-related
data changes.

Epicor HCM | 3
 Chapter 2

Setup the Integration

Use the tasks within Epicor HCM to setup and configure the integration
between Epicor HCM and Epicor ERP Payroll, version 9 or 10.

Concepts covered in this chapter are:

Load the Integration Template 6

Configure Link 7
Assign Employees to Export Groups 12
Test the Integration 13

Epicor HCM | 5
Chapter: 2

Load the Integration Template

Use the Integration Template Loader task to select the template to use with
the Epicor ERP Payroll system.
Find the Integration Template Loader task on the Utilities tab, and then click
Link>Data Integration Development Tools>Integration Template
Loader.
Select the integration template as follows:
1. From the Vendor Type list, select Payroll.
2. From the Vendor list, select Epicor Payroll Web Service.
3. From the Vendor Software Version list, select Version 9.0.5.700B
> x < Version 10.0.500.0 or Version 10.0.500.0 or higher.
NOTE: If your version of Epicor ERP is not version
9.0.5.700B or higher, contact your Professional Services
Representative.

4. In the What Export ID would you like to use field, enter a unique
identifier for the export.
IMPORTANT: The export ID must be unique, cannot
include any spaces or special characters, and is limited to
15 characters. Make the export ID descriptive of the export,
such as ERP9Payroll or ERP10Payroll.

5. In the What descriptive name would you like to use field, enter a
description of the export.
NOTE: The Description and Export ID appears in the Con-
figure Link task, allowing you to select this template for con-
figuration.

6. Click Load Template to load the integration template.

7. Once complete, click Close to exit the task.

6 | Epicor Software Corporation

 Setup the Integration

Configure Link
Use the Configure Link task to configure export parameters, define export
groups, identify the export file location, and map rollup and conversion codes.
Find the Configure Link task on the Utilities tab, and then click Link>Data
Integration Development Tools>Configure Link.

Export Parameters
Parameters identify the specific data—such as user names and pass-
words—to pass from the export process to Epicor ERP Payroll.
1. In the left pane, select the Export ID defined when the payroll export
template was loaded.
2. From the Export Master tab, open the Parameters subtab.
3. From the left pane, assign each of the parameters values as defined
below:
a. ContinueProcessingOnError = false
b. emailtemplate = E9PayrollError (version 9) or EpicorPayError
(version 10).
c. erroremailaddress = The email address for the individual admin-
istering the Epicor ERP Payroll Integration
d. password = The username of the Epicor ERP Payroll user used
for the integration
e. prdeductserviceurl = The URL of the PRDeduct Web service
implemented by your Epicor ERP Payroll Professional Service
Representative
f. premployeeserviceurl = The URL of the PREmployee Web ser-
vice implemented by your Epicor ERP Payroll Professional Ser-
vice Representative
g. username = The username of the Epicor ERP user for the integ-
ration
4. Continue to the next step, or click Submit to finish the task.

Map Rollup Codes

The Epicor ERP Payroll integration sends deduction costs to Epicor ERP to
populate its deduction codes. Use rollup codes to identify the deduction
codes within Epicor ERP Payroll, and the benefit plans and options asso-
ciated with those deduction in HCM that should be sent to Epicor ERP
Payroll.

Epicor HCM | 7
Chapter: 2

Before mapping the rollup codes, you must first identify any existing deduc-
tion codes in Epicor ERP Payroll and determine their corresponding HCM
benefit plan codes and options.
Map rollup codes as follows:
1. From the Export Master tab, open the Rollup Code subtab.
2. Click New.
3. In the Code field, enter the Epicor ERP Payroll deduction code.
4. In the Description field, enter a brief description of the payroll deduc-
tion code.
Stop: Your code and descriptions must identically match the codes
and descriptions in your Epicor ERP Payroll system. If they do not
match, the integration will create new codes and descriptions or
update descriptions for existing codes.

5. In the Rollup Benefits section, select one or more benefit options

from the Available Items box, and then move them to the Selected
Items box, or click Add All Items to add all items to the Selected
Items box.
6. Continue to the next step, or click Submit to finish the task.

8 | Epicor Software Corporation

 Setup the Integration

Define the File Path

Although the Epicor ERP export relies on data being sent to Epicor ERP
through the WCF service, you must define the file path for the Link export pro-
cess.
Define the File path as follows:
1. From the Export Master tab, open the File subtab.
2. In the left pane, select Deduction Data.
3. In the Path to output file field, enter the location on the IIS Server or
domain location to which the IIS Application Pool Identity users has
access.
4. In the left pane, select Employee Data.
5. In the Path to output file field, enter the location on the IIS Server or
domain location to which the IIS Application Pool Identity users has
access.
6. Continue to the next step, or click Submit to finish the task.

Map Code Conversions

Several fields in the Epicor ERP Payroll export configuration require addi-
tional translation between the Epicor HCM code values and your Epicor ERP
Payroll code values. The standard template has the following defined as
code conversion fields:
Export Export Export Field Epicor ERP
HCM Value Notes
File Record Name Value
Deduction Deduction RateQualifier USER USER Based on client defined
Data Data DEFINED DEFINED deduction codes
Employee Employee Company USER USER Based on client defined
Data Data DEFINED DEFINED company codes
Employee Employee CountryNum US 1 The only country mapped
Data Data is US. Others will need to
be added as needed.
Employee Employee ClassID USER USER Based on client defined
Data Data DEFINED DEFINED ClassIds
Employee Employee PayType N H Client to review for accur-
Data Data acy
Employee Employee PayType X S Client to review for accur-
Data Data acy
Employee Employee PayFrequency BWK Biweekly Client to review for accur-
Data Data acy
Employee Employee PayFrequency MTH Monthly Client to review for accur-
Data Data acy
Employee Employee PayFrequency SEMI Semimonthly Client to review for accur-
Data Data acy
Employee Employee PayFrequency WK Weekly Client to review for accur-

Epicor HCM | 9
Chapter: 2

Export Export Export Field Epicor ERP

HCM Value Notes
File Record Name Value
Data Data acy
Employee Employee Shift USER USER Based on client defined
Data Data DEFINED DEFINED shift codes
Employee Employee ExpenseCode USER USER Based on client defined
Data Data DEFINED DEFINED Expense Codes
Employee Employee WorkCompCode USER USER Based on client defined
Data Data DEFINED DEFINED Workers Compensation
Codes
Some fields have example or predetermined conversions already populated.
Identify the proper conversions based on your HCM code definitions and the
appropriate Epicor ERP code values. Other fields may indicate that they are
user defined; use your unique code values.
Map conversion codes as follows:
1. From the Export Master tab, open the File subtab.
2. In the left pane, select either Deduction Data or Employee Data,
and then open the Record subtab.
3. In the left pane, select Deduction Data or Employee Data, and
then open the Field subtab.
4. In the left pane, select the export field name.
5. At the bottom of the screen, in the Code Conversion section of the
screen, click New.
6. In the Epicor HCM Code field, enter the Epicor HCM code.
7. In the Convert To field, enter the Epicor ERP Payroll code.
8. Continue to the next step, or click Submit to finish the task.

Export Groups
Use export groups to determine which employees are included in an export.
1. Open the Export Group tab.
2. In the left pane, click New.
3. In the Group field, enter a unique identifier for the export group. Do
not include any spaces or special characters in the unique identifier.
4. In the Description field, enter a brief description for the export group.
5. If selected, clear the Bank Deposit Edit Disabled check box.
6. Select the Check Row Security to Run check box to verify the row
security of individuals reviewing payroll data. If you do not select this
check box, administrators reviewing payroll will have access to
employees regardless of row security.

10 | Epicor Software Corporation

 Setup the Integration

7. To add employees to the export group based on Row Security rules,

select the Process Rules on Export check box.
8. Move the row security rules to include from the Available Items box
to the Selected Items box.
NOTE: To automatically add employees to export groups
by row security rules, you must first define the rules and
associate employees with the rules.
To add employees to export groups manually, clear the Pro-
cess Rules on Export check box and assign employees to
export groups during the new hire process or using the Job
& Pay History task. See "Setup the Integration " on page 5

9. Continue to the next step, or click Submit to finish the task.

Epicor HCM | 11
Chapter: 2

Assign Employees to Export Groups

If you are not using row security rules to associate employees with export
groups, you must assign employees to groups individually.
Use the Job & Pay History task to manually assign employees to export
groups. Find the Job & Pay History task on the People tab, and then click
Employee Information Job & Pay History.
1. If you have not already done so, in the Existing Person list, select
the employee to assign to an export group.
2. From the Pay History tab, open the Export Group subtab.
3. Click New.
4. In the Start Date field, enter the date that this employee should be
assigned to the group.
5. From the Export Group list, select the Epicor ERP Payroll export
group to which this employee is assigned.
6. Click Submit to finish the task.
NOTE: You must assign all employees to an export group indi-
vidually through the application.
To assign multiple employees to groups at one time, please contact
Professional Services.

12 | Epicor Software Corporation

 Setup the Integration

Test the Integration

Prior to going live with your integration, it is essential to test the export to
ensure that the integration performs as expected. Process the test secarios
in Epicor HCM, and verify expected results in your Epicor ERP test
instances.
Test cases should include but are not limited to:
Functional Area Change
New Hires
Employee Information Name change
Address change
Remove Address 2 value
Changes to Pay Assign a new pay rate
Change to the payroll frequency
Changes to Location Department changes
Changes to Benefit Deductions Add a benefit that is part of rollups
Add a benefit that is not part of rollups
End date a benefit that is the only benefit in a rollup
End date a benefit that is part of a combined rollup
Changes to Direct Deposit Accounts Add a new direct deposit account
Change the primary direct deposit account flag
Delete a direct deposit account
Changes to an Employee's Status Terminate an employee
Place an employee on leave
Rehire a terminated employee

Epicor HCM | 13
 Chapter 3

Integration Maintenance

Maintenance of your integration with Epicor ERP is necessary as your code

values, benefits and employee assignments change, you will need to main-
tain the integration. Use the tasks within Epicor HCM to maintain the integ-
ration between Epicor HCM and Epicor ERP Payroll.

Concepts covered in this chapter are:

Maintain Export Groups 16

Maintain Export Group Assignments 17
Maintain Benefit and Rollup Codes 19
Maintain Code Conversions 21
Suspend the Integration 22
Monitor the Integration 23

Epicor HCM | 15
Chapter: 3

Maintain Export Groups

If needed, use the Configure Link task to add new export groups or modify
existing export groups associated row security rules.

Create a New Export Group

1. From the Utilities tab, navigate to Link>Data Integration Devel-
opment Tools>Configure Link.
2. Open the Export Group tab.
3. In the left pane, click New.
4. In the Group field, enter a unique identifier for the export group. Do
not include any spaces or special characters in the unique identifier.
5. In the Description field, enter a brief description for the export group.
6. If selected, clear the Bank Deposit Edit Disabled check box.
7. Select the Check Row Security to Run check box to verify the row
security of individuals reviewing payroll data. If you do not select this
check box, administrators reviewing payroll will have access to
employees regardless of row security.
8. To add employees to the export group based on Row Security rules,
select the Process Rules on Export check box.
9. Move the row security rules to include from the Available Items box
to the Selected Items box.
3. Click Submit to finish the task.

Change Row Security Rules on an Export Group

1. From the Utilities tab, navigate to Link>Data Integration Devel-
opment Tools>Configure Link.
2. Open the Export Group tab.
3. In the left pane, select the export group to modify.
4. In the Row Security Rules section, add or remove row security
rules as needed.
5. Click Submit to finish the task.

16 | Epicor Software Corporation

 Integration Maintenance

Maintain Export Group Assignments

If you opted to manually assign employees to export groups, you will need to
maintain them on an ongoing basis, whether it be assigning new employees
to groups or changing an employee's assignment. Use the Hire a Person and
Job & Pay History tasks to maintain employee export group assignments.

NOTE: To end an employee's export group assignment, enter an

end date on the current employee's export group record.
Similarly, when assigning an employee to a new export group,
enter an end date for the current record, and then create a new
export group record. Entering the Start Date of the new export
group record does not automatically end the current export group
assignment.

Assign Employee to an Export Group through New Hire

Complete the following steps to assign a new employee to an export group
during the new hire process.
1. From the People tab, navigate to Employee Workflows Hire a
Person.
2. Select the person to hire and complete the new hire's information as
applicable.
3. From the Pay tab, open the Export Group subtab.
4. In the Start Date field, enter the date that this employee should begin
as part of the export.
5. From the Export Group list, select the Epicor ERP Payroll export
group for this person.
6. Complete the new hire process, and then click Submit to finish the
task.

Assign Employee to an Export Group through Pay His-

tory
Complete the following steps to assign an employee to an export group using
the Job & Pay History task.
1. From the People tab, navigate to Employee Information Job
& Pay History.
2. From the Pay History tab, open the Export Group subtab.
3. Click New to create a new record, or continue to the next step.
4. In the Start Date field, enter the date that this employee should begin
as part of the export group.

Epicor HCM | 17
Chapter: 3

5. From the Export Group list, select the Epicor ERP Payroll export
group for this person.
6. Click Submit to finish the task.

Change an Employee's Export Group Assignment

Complete the following steps to change an employee to an export group
using the Job & Pay History task.
1. From the People tab, navigate to Employee Information Job
& Pay History.
2. From the Pay History tab, open the Export Group subtab.
3. In the left pane, select the current payroll export group record.
4. In the End Date field, enter the last date that the employee should be
included in the payroll export group.
5. In the left pane, click New.
6. In the Start Date field, enter the date that this employee should begin
as part of the payroll export group.
7. From the Export Group list, select the Epicor ERP payroll export
group for this person.
8. Click Submit to finish the task.

End an Employee's Export Group Assignment

Complete the following steps to end an employee to an export group using
the Job & Pay History task.
1. From the People tab, navigate to Employee Information Job
& Pay History.
2. From the Pay History tab, open the Export Group subtab.
3. In the left pane, select the current export group record.
4. In the End Date field, enter the last date that the employee should be
included in the export group.
5. Click Submit to finish the task.

18 | Epicor Software Corporation

 Integration Maintenance

Maintain Benefit and Rollup Codes

As your organization adds new benefit options or makes changes to your
existing plans, evaluate your benefits to determine whether or not they need
to be sent to Epicor ERP Payroll as a deduction.
Use the Configure Link task to maintain Epicor ERP Payroll deduction codes
by adding new rollup codes, and then associating them with the cor-
responding Epicor HCM benefit plan option codes.
Find the Configure Link task on the Utilities tab, and then navigate to
Link>Data Integration Development Tools>Configure Link.

Add a New Rollup Code

1. In the left pane, select the Epicor ERP Payroll export.
2. Open the Rollup Codes subtab.
3. Click New.
4. In the Code field, enter a unique code for this rollup code. This code
should identically match the value for the Epicor ERP Payroll code.
5. In the Description field, enter a unique description for the rollup
code.
6. In the Rollup Benefits section, select one or more benenft plan
options from the Available Items box and move them to the Selected
Items box.
Tip: Use the Ctrl key to select more than one item at a time.

8. Click Submit to finish the task.

Update a Rollup Code

1. In the left pane, select the Epicor ERP Payroll export.
2. Open the Rollup Codes subtab.
3. In the left pane, select the rollup code to maintain.
4. In the Rollup Benefits section, update the selected benefit options
as needed.
5. Click Submit to finish the task.
Stop: When you remove a benefit option from a rollup code, all pre-
vious deductions sent under that benefit are automatically ended, if
not aleady ended.

Epicor HCM | 19
Chapter: 3

Delete a Rollup Code

1. In the left pane, select the Epicor ERP Payroll export.
2. Open the Rollup Codes subtab.
3. In the left pane, select the rollup code the delete.
4. Click Delete.
5. Click Submit to finish the task.

Stop: When you delete a rollup code, all previous deductions sent
under that rollup code are automatically ended, if not already
ended.

20 | Epicor Software Corporation

 Integration Maintenance

Maintain Code Conversions

As you add new code values or update your existing codes, you will also
need to update the code conversions. You will know that you need to main-
tain your code conversions when you receive a validation error of $CODE$
on your export.
Use the Configure Link task to maintain code conversions.
1. From the Utilities tab, navigate to Link>Data Integration Devel-
opment Tools>Configure Link.
2. In the left pane, select the Epicor ERP Payroll template.
3. Open the File subtab.
4. In the left pane, select either Deduction Data or Employee Data,
and then open the Record subtab.
5. In the left pane, select Deduction Data or Employee Data, and
then open the Field subtab.
6. In the left pane, select the export field name.
7. At the bottom of the screen, in the Code Conversion section of the
screen, click New.
8. In the Epicor HCM field, enter the Epicor HCM Code.
9. In the Convert To field, enter the Epicor ERP Payroll Code.
NOTE: To delete a code, click the red X at the end of the
conversion code.
To edit a code, change the conversion information as
needed.

10. Click Submit to finish the task.

Epicor HCM | 21
Chapter: 3

Suspend the Integration

To prevent incomplete data from transmitting to Epicor ERP Payroll , sus-
pend the integration. If employees are assigned to export groups manually,
you can suspend the integration at both an individual and export level; how-
ever, if employees are assigned to an export group using row security, you
can only suspend the integration at the export level.

IMPORTANT: No data is sent when the integration is suspended.

Any employee changes made during this time will need to either be
manually updated in Epicor ERP or triggered manually through the
Triggered Export Jobs utility.

Suspend at the Employee Level

Complete the following steps to suspend the integration for an individual
employee:
1. If you have not already done so, select the employee to exclude from
the integration.
2. From the People tab, navigate to Employee Information Job &
Pay History.
3. Open the Pay History tab, and then open the Export subtab.
4. In the End Date field, enter a date prior to today's date.
NOTE: You will need to remove the end date or create a
new Export Group record to include the employee in the
export group to resume the integration.

5. Click Submit to finish the task.

Suspend at the Export Level

Complete the following steps to suspend the integration at the export level:
1. From the Utilities tab, navigate to Link>Data Integration Devel-
opment Tools>Configure Link.
2. In the left pane, select the Epicor ERP Payroll export.
3. From In the Export Type list, select Manual.
NOTE: You will need to change the Export Type to
Triggered to resume the integration.

4. Click Submit to finish the task.

22 | Epicor Software Corporation

 Integration Maintenance

Monitor the Integration

Use the Triggered Export Jobs task to monitor the integration for errors to
ensure that all data is transferred to Epicor ERP Payroll correctly. If you
entered the error email address configuring the export, the administrator will
receive an email when the status of an export is Warn or Failure.
1. From the Utilities tab, navigate to Link>Process Link Inter-
faces>Triggered Export Jobs.
2. From the Export ID list, select your Epicor ERP Payroll export tem-
plate.
3. From the Export Group list, select the export group to monitor.
4. From the Person list, select the employee to monitor.
5. Click Search.
6. Locate the export to monitor by export date and time.
7. Review the export status, and take any actions as needed:
Status Action
Warn: The record was processed by a. From the Utilities tab, navigate to Link>Pro-
Epicor ERP Payroll, but there was cess Link Interfaces>Run Link Export.
data that did not meet validation.
b. Click the Data Error View link, and review
the validation error.
c. Resolve the error as needed.
d. From the Utilities tab, navigate to Link>Pro-
cess Link Interfaces>Triggered Export
Jobs.
e. From the Actions list, select Reprocess.
f. Click Action.
Failure: Part or all of the data sent to a. Click the message box to review the error
Epicor ERP Payroll was rejected. reported by WCF Services.
b. Resolve the error as needed.
c. From the Utilities tab, navigate to Link>Pro-
cess Link Interfaces>Triggered Export
Jobs.
d. From the Actions list, select Reprocess.
e. Click Action.
Success: Data exported to Epicor No Action is required.
ERP Payroll with no errors.
Missing Record: The export for the Manually run the export for the employee. Review
employee did not occur. all steps necessary to ensure that the person is a
part of the export group

Epicor HCM | 23