⭐ HDL Template for Personal Payment Method in Oracle Fusion HCM (PersonalPaymentMethod.dat + Direct Deposit Example)

 HDL Template for Personal Payment Method in Oracle Fusion HCM

PersonalPaymentMethod.dat Step-by-Step Guide (Direct Deposit Example)

Personal Payment Method is used in Oracle Fusion HCM Payroll to define how an employee receives salary payments, such as:

• Direct Deposit (Bank Transfer)

• Check

• Cash (based on country setup)

Instead of manually entering payment methods for each employee, you can load them in bulk using HCM Data Loader (HDL).

This blog explains how to load Personal Payment Method details using:

📌 PersonalPaymentMethod.dat

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✅ Prerequisites (Mandatory)

Before loading Personal Payment Method details, ensure the following are already loaded:

1) Bank and Bank Branch

You must load:

• Bank.dat

• BankBranch.dat

2) External Bank Account

You must load:

• ExternalBankAccount.dat

⚠️ If these are missing, the PersonalPaymentMethod HDL will fail.

Links : 

1. Bank and Bank Branches data should be loaded. Click here to find the sample bank details.  

2. External bank Account should be loaded. Click here to find the sample file.  

Video Link - You can see step by step video to load Personal Payment Method Details using this Link

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✅ HDL File Used

For Personal Payment Method, use:

📌 PersonalPaymentMethod.dat

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✅ Business Object Used

• PersonalPaymentMethod

This object creates the payment method record for the assignment.

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📌 Sample HDL Template (Personal Payment Method)

1) PersonalPaymentMethod HDL Example (Direct Deposit)

METADATA|PersonalPaymentMethod|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|AssignmentNumber|PersonalPaymentMethodCode|EffectiveStartDate|PaymentAmountType|Amount|Percentage|ProcessingOrder|OrganizationPaymentMethodCode|BankName|BankBranchNumber|BankCountryCode|BankAccountNumber|BankAccountType

MERGE|PersonalPaymentMethod|XXTEST|XXTEST_PAYMETHOD2|US Legislative Data Group|XXTEST_ASSIGN2|XXTEST_PAYMETHOD2|2021/04/19|P||100|1|Direct Deposit|American Bank|000000123|US|3456|Checking

🔍 Field Explanation (Important)

Mandatory Fields

• LegislativeDataGroupName → Must match your LDG (ex: US Legislative Data Group)

• AssignmentNumber → Employee assignment number

• EffectiveStartDate → Start date of payment method

• OrganizationPaymentMethodCode → Example: Direct Deposit

• BankName → Must match the bank already loaded

• BankBranchNumber → Must match the branch number

• BankAccountNumber → Must match external bank account

• BankAccountType → Checking / Savings

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✅ PaymentAmountType Values

PaymentAmountType	Meaning
P	Percentage
A	Amount

Example (Percentage)

• If you want full salary in one account → Percentage = 100

• If multiple accounts → Split as 50 / 50 etc.

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📌 Example: Multiple Payment Methods for One Employee

Payment Method 1 (70%)

MERGE|PersonalPaymentMethod|XXTEST|XX_PM_XXTEST2_01|US Legislative Data Group
|XXTEST_ASSIGN2|XX_PM_XXTEST2_01|2021/04/19|P||70|1|
Direct Deposit|American Bank|000000123|US|3456|Checking

Payment Method 2 (30%)

MERGE|PersonalPaymentMethod|XXTEST|XX_PM_XXTEST2_02|US Legislative Data Group
|XXTEST_ASSIGN2|XX_PM_XXTEST2_02|2021/04/19|P||30|2|
Direct Deposit|American Bank|000000123|US|7890|Savings

📌 ProcessingOrder decides which payment method is applied first.

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✅ Steps to Load Personal Payment Method Using HDL

Step 1: Create the file

Create:

✅ PersonalPaymentMethod.dat

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Step 2: Zip the file

Compress into:

✅ PersonalPaymentMethod.zip

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Step 3: Upload in HDL

Go to:

My Client Groups → Data Exchange → HCM Data Loader → Import and Load

Upload ZIP and submit.

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Step 4: Verify in UI

Navigation depends on role, but commonly:

My Client Groups → Person Management → Search Person → Payment Methods

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⭐ Best Practices (Recommended)

• Load Bank + Branch first

• Load ExternalBankAccount before PersonalPaymentMethod

• Use consistent SourceSystemId format, for example:

  • PPM_E12345_01

  • PPM_E12345_02

• Always validate LDG name (most common mistake)

• Keep ProcessingOrder unique

• If splitting salary, ensure Percentage totals = 100

• Avoid using special characters in SourceSystemId

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⚠️ Common Errors and Fixes

❌ Error: “Invalid Legislative Data Group”

✅ Fix:
Use the exact LDG name from your environment.

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❌ Error: “Bank not found”

✅ Fix:
Bank and Bank Branch must exist first (Bank.dat, BankBranch.dat).

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❌ Error: “External bank account not found”

✅ Fix:
Ensure the account number exists and matches the ExternalBankAccount load.

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❌ Error: “Processing order already exists”

✅ Fix:
Each payment method row must have a unique ProcessingOrder.

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❌ Error: “Percentage total is not 100”

✅ Fix:
If PaymentAmountType = P, ensure all payment methods total = 100.

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🔗 Internal Links Section 

Add this near the bottom of your blog:

🔗 Related HDL Templates (Recommended)

• HDL Template for Bank and Bank Branch Details (Bank.dat + BankBranch.dat)

• HDL Template for External Bank Account Details (ExternalBankAccount.dat)

• HDL Template for Worker Data (Worker.dat)

• HDL Template for Assignment Changes

• HDL Template for Assigned Payroll

• HDL Template for Person Contact Details

• HDL Template to Lock and Unlock User Accounts Using HDL

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❓ FAQ 

1) Which HDL file is used for Personal Payment Method in Oracle Fusion HCM?

Personal Payment Method is loaded using PersonalPaymentMethod.dat.

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2) Is Bank and Bank Branch mandatory before loading payment method?

_attachment:
Yes. Bank and branch must exist in Fusion before loading PersonalPaymentMethod.

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3) Can I load payment method without external bank account?

No. External bank account must be created first using ExternalBankAccount.dat.

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4) How do I split salary into multiple bank accounts?

Use multiple PersonalPaymentMethod rows with:

• PaymentAmountType = P

• Percentage values like 70, 30

• Different ProcessingOrder

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5) What is OrganizationPaymentMethodCode in HDL?

It is the payroll payment method setup, such as:

• Direct Deposit

• Check
  (depending on your country payroll configuration)

⭐ Summary Flow Chart

HDL template for Personal Payment Method Oracle Fusion HCM