Oracle Cloud - Load Worker Data - HDL

 Load Worker Data using HCM Loader

In earlier blog we have seen how to define Source Keys and we have created "XXTEST".

Prerequisite: 

1. Work structure should be loaded. Click here to find the sample Work structure.   

We will use the same Source Key while loading the HCM Object in Oracle Fusion.

You can see step by step video using this link

Now we will see how to load Worker data in Oracle Fusion using HCM Loader.

Components in Worker File which we are going to load :

Worker

Person Name

National Identifier

Email

Phone

Address

Citizenship

Ethnicity

Legislative Data

Work Relationship

Work Terms

Assignments

Download the object template from instance.

Navigation to download :

Navigator -> My Client Group -> Data Exchange -> View Business Objects 

You can see list of all object template.

Download the template for Worker Objects.

We will use only required fields from that template to load the Worker Object.

Lets see object wise HDL File.

METADATA|Worker|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PersonNumber|ActionCode|StartDate|DateOfBirth

MERGE|Worker|XXTEST|XXTEST_PER1|2018/01/01|4712/12/31|XXTEST1|HIRE|2018/01/01|1975/01/01

METADATA|PersonName|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|LegislationCode|NameType|FirstName|MiddleNames|LastName|Title

MERGE|PersonName|XXTEST|XXTEST_PERNAME1|XXTEST_PER1|2018/01/01|4712/12/31|US|GLOBAL|Adam||Baro|MR. 

METADATA|PersonNationalIdentifier|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|LegislationCode|IssueDate|ExpirationDate|NationalIdentifierType|NationalIdentifierNumber|PrimaryFlag

MERGE|PersonNationalIdentifier|XXTEST|XXTEST_NID1|XXTEST_PER1|US|||SSN|456-23-4167|Y

METADATA|PersonEmail|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|DateFrom|DateTo|EmailType|EmailAddress|PrimaryFlag

MERGE|PersonEmail|XXTEST|XXTEST_EMAIL1|XXTEST_PER1|2018/01/01|4712/12/31|W1|Adam.baro@ha.com|Y

METADATA|PersonPhone|SourceSystemOwner|SourceSystemId|PhoneType|DateFrom|DateTo|PersonId(SourceSystemId)|PhoneNumber|PrimaryFlag

MERGE|PersonPhone|XXTEST|XXTEST_WPH1|W1|2018/01/01|4712/12/31|XXTEST_PER1|789-123-2345|Y

METADATA|PersonAddress|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PersonId(SourceSystemId)|AddressType|AddressLine1|AddressLine2|AddressLine3|AddressLine4|Building|FloorNumber|TownOrCity|Region1|Region2|Region3|Country|PostalCode

MERGE|PersonAddress|XXTEST|XXTEST_ADDR1|2018/01/01|4712/12/31|XXTEST_PER1|HOME|300 Some street|Unit 1|||||Pasadena|Los Angeles|CA||US|91101

METADATA|PersonCitizenship|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|DateFrom|DateTo|LegislationCode|CitizenshipStatus

MERGE|PersonCitizenship|XXTEST|XXTEST_CTZSHIP1|XXTEST_PER1|2018/01/01|4712/12/31|AM|A

METADATA|PersonEthnicity|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|LegislationCode|Ethnicity|PrimaryFlag

MERGE|PersonEthnicity|XXTEST|XXTEST_ETHNIC1|XXTEST_PER1|US|1|Y

METADATA|PersonLegislativeData|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PersonId(SourceSystemId)|LegislationCode|MaritalStatus|MaritalStatusDate|Sex

MERGE|PersonLegislativeData|XXTEST|XXTEST_LEG1|2018/01/01|4712/12/31|XXTEST_PER1|US|M|1998/05/12|M

METADATA|WorkRelationship|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|LegalEmployerName|DateStart|EnterpriseSeniorityDate|LegalEmployerSeniorityDate|ActualTerminationDate|Comments|LastWorkingDate|NotifiedTerminationDate|PrimaryFlag|ProjectedTerminationDate|RehireAuthorizerPersonId|RehireAuthorizor|RehireReason|WorkerNumber|WorkerType|OnMilitaryServiceFlag|RehireRecommendationFlag

MERGE|WorkRelationship|XXTEST|XXTEST_PDSERVICE1|XXTEST_PER1|US1 Legal Entity|2018/01/01|||||||Y|||||XXTEST1|E|N|Y

METADATA|WorkTerms|ActionCode|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|EffectiveSequence|EffectiveLatestChange|AssignmentName|AssignmentNumber|AssignmentStatusTypeCode|AssignmentType|BusinessUnitShortCode|PositionOverrideFlag|PrimaryWorkTermsFlag|PeriodOfServiceId(SourceSystemId)|PersonId(SourceSystemId)|LegalEmployerName|SystemPersonType

MERGE|WorkTerms|HIRE|XXTEST|XXTEST_WRKTERM1|2018/01/01|4712/12/31|1|Y||XXTEST_WRKTERM1|ACTIVE_PROCESS|ET|US1 Business Unit|Y|Y|XXTEST_PDSERVICE1|XXTEST_PER1|US1 Legal Entity|EMP

METADATA|Assignment|ActionCode|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|EffectiveSequence|EffectiveLatestChange|AssignmentName|AssignmentNumber|AssignmentStatusTypeCode|AssignmentType|BusinessUnitShortCode|PositionOverrideFlag|PrimaryAssignmentFlag|PrimaryFlag|SystemPersonType|LegalEmployerName|JobId(SourceSystemId)|LocationId(SourceSystemId)|OrganizationId(SourceSystemId)|PositionId(SourceSystemId)|GradeId(SourceSystemId)|PeriodOfServiceId(SourceSystemId)|PersonId(SourceSystemId)|PersonTypeCode|ManagerFlag|LabourUnionMemberFlag|WorkTermsAssignmentId(SourceSystemId)|AssignmentCategory|Frequency|HourlySalariedCode|NormalHours|NoticePeriod|ProbationPeriod|ProbationUnit|ReasonCode

MERGE|Assignment|HIRE|XXTEST|XXTEST_ASSIGN1|2018/01/01|4712/12/31|1|Y|E-XXTEST1|XXTEST_ASSIGN1|ACTIVE_PROCESS|E|US1 Business Unit|Y|Y|Y|EMP|US1 Legal Entity|XXTEST_JOB1|XXTEST_LOC65XXTEST_DEPT1||XXTEST_GRADE01|XXTEST_PDSERVICE1|XXTEST_PER1|Employee|Y|N|XXTEST_WRKTERM1|FR|W|S|40|0|||NEWHIRE

Save as "Worker.dat"

Make zip file including all object's HDL File.

Load the zip file in Oracle Fusion

Navigator -> My Client Group -> Data Exchange -> Import and Load -> Import

Import the prepared zip file.

Refresh to see the status of loading.

Once Loaded successfully, you can verify the Work Structure.

You can see step by step video using this link

Oracle Cloud - Creation of Simple OTBI Report

Development of Simple OTBI Report

In this blog we are going to learn how to develop/create your first OTBI report.

You can see Step by Step Creation of OTBI Report in this video

We will develop the report for below details:

• Person Number
• Date of Birth
• First Name
• Last Name
• Grade Name
• Job Name
• Department

To achieve this requirement follow the below steps.

Step 1 - 

Open the Oracle Fusion Application.

Step 2 - Navigation

Follow the below navigation,

Navigator -> Tools -> Report & Analytics -> Click on Browse Catalog

Step 3 - Creation of Simple Report 

Click on New and then Analysis

It will pop up list of predefined Subject Areas in Oracle Fusion.

Select the appropriate Subject Area to develop the OTBI report.

As per our requirement we are going to select "Worker Management - Worker Assignment Real Time"

Subject Area.

It will open the report development page.

It contains 3 sections:

1) Subject Area - 

It hold all the selected Subject Area Details.

2) Selected Columns - 

In this section we can add columns required for report.

3) Filters - 

Using this section we can add filter to restrict the data in report.

Step 4 - Adding Column in Report

As per our requirement add the columns.

Person Number, DOB, First name, Last Name are related to Worker.

Expand the Selected Subject Area then Search for Worker Folder to add above columns.

Expand Worker Folder add above mentioned columns like Person Number, DOB etc.

Then add Job,Grade and Department Name columns from respective folders.

To run the report click on Results.

It will give you the output.

Step 5 - Change the Column Heading

Click Column Setting -> Column Properties -> Column Format (tab)

Enable the Custom Heading check box.

Enter the required Column Heading.

Run the report again to check if column heading are changed or not.

Step 5 - Add Filter on OTBI Report.

Suppose we need to apply filter on Person Number then click Column Setting  of Person Number, select Filter.

It will popup filter details window.

In this you can mention how you need to apply the filter based on your requirement.

Run the report to check if filter is working fine.

Step 6 - Save the OTBI Report.

Save the report in My Folder.

You can find your report in My Folder.

You can see Step by Step Creation of OTBI Report in this video

Oracle Cloud - Load Work Structure Components - HDL

 Load Work Structure using HCM Data Loader

In earlier blog we have seen how to define Source Keys and we have created "XXTEST".

We will use the same Source Key while loading the HCM Object in Oracle Fusion.

You can see step by step video using this link

Now we will see how to load Work Structure Components in Oracle Fusion using HCM Loader.

Work Structure Components :

• Grade
• Job
• Location
• Organization
• Position 

Download the object template from instance.

Navigation to download :

Navigator -> My Client Group -> Data Exchange -> View Business Objects 

You can see list of all object template.

Download the template for Work Structure Objects.

We will use only required fields from that template to load the Work Structure Object.

Lets see object wise HDL File.

Grade : 

METADATA|Grade|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|SetCode|GradeCode|GradeName|ActiveStatus

MERGE|Grade|XXTEST|XXTEST_GRADE01|1951/01/01|4712/12/31|COMMON|XXTEST_GRADE01|XXTEST Grade01|A

Highlighted in Yellow are the Source Keys used to load.

Save file as "Grade.dat"

Job:

METADATA|Job|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|SetCode|JobCode|Name|ActiveStatus|RegularTemporary

MERGE|Job|XXTEST|XXTEST_JOB1|1951/01/01|4712/12/31|COMMON|XXTEST_CFO|XXTEST: Chief Financial Officer|A|R

Save file as "Job.dat"

Location :

METADATA|Location|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|SetCode|LocationCode|LocationName|Description|ActiveStatus|AddressLine1|AddressLine2|TownOrCity|Region1|Region2|PostalCode|Country

MERGE|Location|XXTEST|XXTEST_LOC5|1951/01/01|4712/12/31|COMMON|XXTEST_LOC5|XXTEST Location5|XXTEST Location6|A|250 Some st1||Pasadena|Los Angeles|CA|91101|US

Save file as "Location.dat"

Organization :

Organization has 2 components to load:

1) Organization

2) Org Unit Classification

METADATA|Organization|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|Name

MERGE|Organization|XXTEST|XXTEST_DEPT1|1951/01/01|4712/12/31|XXTEST Department1

METADATA|OrgUnitClassification|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|OrganizationId(SourceSystemId)|ClassificationCode|SetCode|Status

MERGE|OrgUnitClassification|XXTEST|XXTEST_DEPT_CLASS1|1951/01/01|4712/12/31|XXTEST_DEPT1|DEPARTMENT|COMMON|A

Save file as  "Organization.dat"

Position :

METADATA|Position|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PositionCode|Name|BusinessUnitName|ActiveStatus|JobId(SourceSystemId)|DepartmentId(SourceSystemId)|HiringStatus|PositionType|FTE|HeadCount|FullPartTime|WorkingHours|Frequency

MERGE|Position|XXTEST|XXTEST_POISITION1|1951/01/01|4712/12/31|XXTEST_POS1|XXTEST Position1|US1 Business Unit|A|XXTEST_JOB1|XXTEST_DEPT1|APPROVED|NONE|1|1|FULL_TIME|40|W

Save as "Position.dat"

Make zip file including all object's HDL File.

Load the zip file in Oracle Fusion

Navigator -> My Client Group -> Data Exchange -> Import and Load -> Import

Import the prepared zip file.

Refresh to see the status of loading.

Once Loaded successfully, you can verify the Work Structure.

You can see step by step video using this link

In Next Blog we will see how to load Worker Data in Oracle Fusion Using HCM Data Loader.

Define Source System Owner In Oracle HCM Fusion

Define Source System Owner 

 

In this blog we will learn how to define Source Keys in oracle fusion.

Source Keys has 2 components SourceSystemOwner, SourceSytemId.

To use this Source Keys while loading the data in Oracle Fusion we need to define the Source System Owner, now we will see how to define Source System Owner.

You can see step by step video using this link.

Navigation:

Navigator -> Setup & Maintenance -> Task Panel Tab -> Click Search

It will popup Search Page.

On this page you can search for “Manage Common Lookups”.

Open the Manage Common Lookups definition page.

In Meaning field enter Source System Owner and search for the same.

In search results you can see Source System Owner Definition of lookup followed by values

In Lookup code values section you can add values.

Below are the details you need to enter:

1)    Lookup Code         – XXTEST

2)    Display Sequence   - 1

3)    Enabled                  - Checked

4)    Start Date               - 01/01/1951

5)    End Date                - 12/31/4712

6)    Meaning                - XXTEST

7)    Description            - XXTEST

     

        Click Save and close.

    In this way you can define Source System Owner.

   Now you can able to load the data using Source Keys in Oracle HCM Fusion (HDL/HCM Loader).

In next blog we will see How to Load WorkStructure in Oracle HCM Fusion.