HCM: How to Schedule a Query for Leave Balances

Step-by-Step Instructions

Log into HCM and navigate to the Query Viewer page. The Query Viewer page allows you to schedule existing queries and see the output from Process Monitor. 

Navigator > Reporting Tools > Query > Query Viewer 

Search by query name:  VX_AM_LEAVE_BALANCES. Select Search. 

Select Schedule to schedule the query to run ​​​​

If this the first-time running report, go to Schedule Query:  

• On Add a New Value tab, enter a Run Control ID: VX_AM_LEAVE_BALANCES 

• Select Add  

• Select VX_AM_LEAVE_BALANCES  

Enter COMPANY (3-digit Institution number) and PAYGROUP, then select OK  

Set the Process Scheduler Request information:   

• Server Name: PSUNX 

• Type: Web 

• Format: XLS 

• Select OK 

Navigate to the Process Monitor page: 

Navigator > People Tools > Process Scheduler > Process Monitor 

Select Refresh, until the Run Status has completed to Success and the Distribution Status is Posted, which indicates the report is complete. The scheduled query process may take several minutes for the Run Status to result to Success and Posted.  ​​​​​​​

Select the Details hyperlink 

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On the Process Details page, select View Log/Trace

On the View Log/Trace page, select the XLSX file to download it (in Excel)

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