Thursday, 8 April 2021

Person Contact HDL in Oracle Fusion HCM – Complete Guide with Contact.dat Template


🔹 Introduction: Why Load Person Contact Using HDL?

In Oracle Fusion HCM, person contact details include email addresses, phone numbers, emergency contacts, dependents, and beneficiaries.
Loading these contacts using HDL allows bulk updates and avoids manual entry.

This is essential for:

  • Employee onboarding

  • Emergency contact management

  • Payroll and benefits integration

  • Accurate HR reporting

You can see step by step video to load person contact details using this Link


🔹 Prerequisites

Before loading Contact.dat, ensure:

  1. Worker/person exists in Oracle HCM (PersonNumber must be valid)

  2. Source system codes are configured correctly

  3. Legislation codes are set (e.g., US, GLOBAL)

  4. Contact types and relationships are defined in reference data


🔹 Objects Required for Person Contact HDL

ObjectPurpose
ContactLoads person contact records (start date, end date)
ContactNameLoads names for the contact (first, middle, last, title)
ContactRelationshipDefines relationships (emergency, dependent, beneficiary, bondholder)

🔹 Sample HDL Templates (Contact.dat hdl template)

  • Contact Metadata - Covers Start Date,End Date of Contact

METADATA|Contact|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PersonNumber|StartDate

MERGE|Contact|XXTEST|XXTEST_PERCNT2|2019/09/01|4712/12/31|XXTEST_CNT1|2019/09/01

  • ContactName Metadata - Covers Name of the Person contact

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

MERGE|ContactName|XXTEST|XXTEST_CNTNM2|XXTEST_PERCNT2|2019/09/01|4712/12/31|US|GLOBAL|ADAM||TEST|MR.

  • ContactRelationship Metadata - Covers Relation of Person Contact with Worker

METADATA|ContactRelationship|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|PersonId(SourceSystemId)|RelatedPersonId(SourceSystemId)|ContactType|BeneficiaryFlag|DependentFlag|EmergencyContactFlag|BondholderFlag

MERGE|ContactRelationship|XXTEST|XXTEST_CREL_CNT2|2019/09/01|4712/12/31|XXTEST_PERCNT2|XXTEST_PER1|Emergency|||Y|


🔹 Field Explanation (Infographic Ready)

FieldDescription
SourceSystemOwnerSource system that owns the record
SourceSystemIdUnique ID from source system
PersonNumberOracle Fusion employee number
EffectiveStartDateStart date of contact record
EffectiveEndDateEnd date of contact record
LegislationCodeCountry/region (e.g., US, GLOBAL)
NameTypeType of contact name (GLOBAL, LOCAL)
ContactTypeEmergency, Dependent, Beneficiary, Bondholder
EmergencyContactFlagY = Yes, this is emergency contact
DependentFlagY = Yes, this is dependent
BeneficiaryFlagY = Yes, this is beneficiary
BondholderFlagY = Yes, this is bondholder

🔹 Step-by-Step Process to Load Person Contact Using HDL

  1. Prepare Contact , ContactName , and ContactRelationship metadata

  2. Validate PersonNumber and reference data

  3. Zip files in a single HDL upload package

  4. Go to Tools → HCM Data Loader → Upload

  5. Submit process and monitor load status

  6. Verify contact records


🔹 Common Errors & Resolutions

IssueResolution
Contact not createdVerify PersonNumber exists
No change after loadCheck EffectiveStartDate and EffectiveEndDate
Invalid ContactTypeValidate reference data setup
Missing NameEnsure ContactName loaded correctly
Emergency/Dependent flag not updatedVerify flags (Y/N)

🔹 Best Practices

  • Always test in test environment first

  • Validate PersonNumber before upload

  • Use unique SourceSystemId for each contact

  • Keep EffectiveStartDate/EndDate consistent

  • Use separate files for Contact, ContactName, ContactRelationship


🔹 Internal Linking (SEO Boost)

Link this post to:

📊 Oracle Fusion HCM Person Contact HDL – Infographic Guide

To make loading person contact details in Oracle HCM HDL easy to understand, we’ve created a visual infographic covering the entire process, key fields, and common errors.

Person Contact Infographic Guide


🔹 1️⃣ Person Contact HDL Loading Workflow

The first panel shows a step-by-step workflow:

  1. Worker Exists in Oracle HCM – Ensure the person record exists.

  2. Prepare Contact.dat File – Define basic contact details.

  3. Prepare ContactName.dat File – Load first, middle, last names, and titles.

  4. Prepare ContactRelationship.dat File – Define relationships like Emergency, Dependent, Beneficiary, or Bondholder.

  5. Upload via HDL – Submit files through HCM Data Loader.

  6. Verify Contact in Employee Profile – Confirm the record is correctly reflected.


🔹 2️⃣ Key Fields in Person Contact HDL

The middle panel explains the essential fields you need to include in your files:

  • SourceSystemOwner – Source system owning the record.

  • SourceSystemId – Unique identifier from the source system.

  • PersonNumber – Oracle Fusion employee number.

  • EffectiveStartDate / EffectiveEndDate – Validity period of the contact record.

  • LegislationCode – Country or region code (e.g., US, GLOBAL).

  • ContactType – Defines Emergency, Dependent, Beneficiary, or Bondholder.

  • EmergencyContactFlag – Y/N for emergency contacts.


🔹 3️⃣ Common Errors & Resolutions

The third panel highlights common issues and how to fix them

❓ Frequently Asked Questions – Oracle Fusion HCM Person Contact HDL

1️⃣ What is Person Contact HDL in Oracle Fusion HCM?

Person Contact HDL allows bulk loading of employee contact information (emails, phone numbers, emergency contacts, dependents, and beneficiaries) using Contact, Contact Name , and Contact Relationship, Contact Address etc files.

2️⃣ Which objects are required to load person contact?

You must use the following HDL objects:

  • Contact – Basic contact record (start/end dates, person number)

  • ContactName – Name details (first, middle, last, title)

  • ContactRelationship – Relationships like Emergency, Dependent, Beneficiary, Bondholder

3️⃣ Can I load emergency contacts using HDL?

Yes, set ContactType = Emergency and EmergencyContactFlag = Y in ContactRelationship metadata. This will ensure the system identifies the record as an emergency contact.

4️⃣ Why is my person contact not reflecting after HDL load?

Common reasons include:

  • Invalid PersonNumber

  • Missing or incorrect EffectiveStartDate / EffectiveEndDate

  • Incorrect SourceSystemId or SourceSystemOwner

  • Missing ContactName or ContactRelationship flags

5️⃣ Can I load multiple contacts for one employee?

Yes, you can include multiple records in Contact and ContactRelationship with unique SourceSystemId for each contact. Make sure dates do not overlap incorrectly.

6️⃣ Do I need to load WorkRelationship or WorkTerms for contact updates?

No, person contact HDL is independent of WorkRelationship or WorkTerms. As long as the PersonNumber exists, you can update contacts directly.

7️⃣ How to avoid errors while loading person contacts?

  • Always validate PersonNumber exists

  • Ensure EffectiveStartDate and EffectiveEndDate are correct

  • Use unique SourceSystemId per contact

  • Load ContactName.dat before ContactRelationship.dat for relationships

8️⃣ Can I update an existing contact using HDL?

Yes, use MERGE in your dat file and ensure the correct SourceSystemId and EffectiveStartDate. If you want to terminate a contact, use EffectiveEndDate.

9️⃣ What is the difference between Contact, ContactName, and ContactRelationship?

  • Contact – Base record (start/end date, person)

  • ContactName – First, middle, last names, and title

  • ContactRelationship – Relationship type and flags (Emergency, Dependent, Beneficiary, Bondholder) 

🔟 Where can I find sample dat files for person contact HDL?

You can refer to the sample templates provided in this blog, including Contact, ContactName, and ContactRelationship, which are ready to use and can be modified for your environment.


🔹 Conclusion

Loading person contact details using HDL ensures accurate, bulk updates in Oracle Fusion HCM.
By following this step-by-step template and validating reference data, you can avoid common errors and maintain data integrity.


No comments:

Post a Comment

HDL Template for Dependent Enrollment in Oracle Fusion HCM (DependentEnrollment.dat)

  HDL Template for Dependent Enrollment in Oracle Fusion HCM (DependentEnrollment.dat) (Using DependentEnrollment.dat) Introduction In O...