Showing posts with label Oracle Fusion HCM Assignment HDL. Show all posts
Showing posts with label Oracle Fusion HCM Assignment HDL. Show all posts

Thursday, 8 April 2021

HDL Template for Assignment Changes of Worker in Oracle Fusion HCM (Worker.dat)


HDL Template for Assignment Changes of Worker in Oracle Fusion HCM (With Examples)

Introduction

Assignment changes are one of the most common HR transactions in Oracle Fusion HCM, such as changes in grade, job, department, or location.
Using HCM Data Loader (HDL), these changes can be handled efficiently with WorkTerms and Assignment Objects.

You can see step by step video to make any changes in assignment of worker using this Link

This blog explains:

  • Prerequisites

  • Complete HDL templates

  • Effective dating best practices

  • Common mistakes and tips



Prerequisites

Before performing assignment changes using HDL, ensure the following:

  1. Worker record must already exist

  2. Valid reference data

    • Grade

    • Job

    • Location

    • Department

    • Business Unit

🎥 You can also follow a step-by-step video guide for assignment changes using HDL:
👉 Internal Link: Assignment Change HDL Video Tutorial


HDL Template – Assignment Changes Using WorkTerms Object

Metadata

METADATA|WorkTerms|ActionCode|PersonNumber|LegalEmployerName|DateStart|
WorkerType|AssignmentNumber|EffectiveStartDate|EffectiveEndDate|
EffectiveLatestChange|EffectiveSequence|AssignmentType|PersonTypeCode|
AssignmentStatusTypeCode|BusinessUnitShortCode|GradeCode|JobCode|
LocationCode|DepartmentName|PrimaryWorkTermsFlag|SystemPersonType|
ReasonCode

Sample Data

MERGE|WorkTerms|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|
XXTEST_WRKTERM2|2018/01/01|2021/01/02|Y|1|ET|Employee|ACTIVE_PROCESS|
US1 Business Unit|XXTEST_GRADE1|XXTEST_CFO|XXTEST_LOC5|
XXTEST Department1|Y|EMP|PER_REORGANIZATION
MERGE|WorkTerms|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|
XXTEST_WRKTERM2|2021/01/03|4712/12/31|Y|1|ET|Employee|ACTIVE_PROCESS|
US1 Business Unit|XXTEST_GRADE2|XXTEST_PM|XXTEST_LOC6|XXTEST Department2
|Y|EMP|PER_REORGANIZATION

📌 Key Notes

  • Always split records using effective dates

  • Use 4712/12/31 for open-ended records

  • ASG_CHANGE is mandatory for assignment updates


HDL Template – Assignment Changes Using Assignment Object

Metadata

METADATA|Assignment|ActionCode|PersonNumber|LegalEmployerName|DateStart
|WorkerType|AssignmentNumber|WorkTermsNumber|EffectiveStartDate|
EffectiveEndDate|EffectiveLatestChange|EffectiveSequence|AssignmentType
|PersonTypeCode|AssignmentStatusTypeCode|BusinessUnitShortCode|GradeCode
|JobCode|LocationCode|DepartmentName|ManagerFlag|LabourUnionMemberFlag
|ReasonCode

Sample Data

MERGE|Assignment|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|
XXTEST_ASSIGN2|XXTEST_WRKTERM2|2021/01/03|4712/12/31|Y|1|E|Employee|
ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE2|XXTEST_PM|XXTEST_LOC6|
XXTEST Department2|Y|N|PER_REORGANIZATION
MERGE|Assignment|ASG_CHANGE|XXTEST2|US1 Legal Entity|2018/01/01|E|
XXTEST_ASSIGN2|XXTEST_WRKTERM2|2018/01/01|2021/01/02|Y|1|E|Employee|
ACTIVE_PROCESS|US1 Business Unit|XXTEST_GRADE1|XXTEST_CFO|XXTEST_LOC5|
XXTEST Department1|Y|N|PER_REORGANIZATION

Effective Dating Best Practices

✔ Always maintain continuous date ranges
✔ Never overlap effective dates
✔ Ensure WorkTerms and Assignment dates match
✔ Sequence older record first, then new change


Common Errors & Troubleshooting

Assignment Change HDL Common Issue



Related HDL Blogs (Internal Links)


Conclusion

Assignment changes using HDL in Oracle Fusion HCM require both WorkTerms and Assignment Objects, correct effective dating, and valid reference data. When done correctly, HDL becomes the fastest and safest way to manage mass assignment updates.

If you found this helpful, bookmark the page and share it with your HCM team 🚀

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