Thursday, 28 January 2021
Oracle Cloud - Load Worker Data - HDL
Monday, 11 January 2021
Oracle Cloud - Load Work Structure Components - HDL
Load Work Structure Using HCM Data Loader in Oracle Fusion HCM
Oracle Fusion HCM provides HCM Data Loader (HDL) as a powerful and efficient tool to load and maintain large volumes of HCM data. One of the most common technical requirements during implementation or data migration is loading Work Structure components.
In this blog, we will walk through how to load Work Structure using HCM Data Loader in Oracle Fusion HCM, with complete HDL file examples and step-by-step instructions.
In an earlier blog, we explained how to define Source Keys and created a custom Source System Owner – XXTEST. The same source system will be reused while loading Work Structure objects.
📽️ A step-by-step video walkthrough is also available using the provided link.
What Are Work Structures in Oracle Fusion HCM?
Work Structures define the organizational framework of an enterprise and are prerequisites for loading Worker and Assignment data.
Using HCM Data Loader, the following Work Structure components can be loaded:
-
Grade
-
Job
-
Location
-
Organization
-
Position
Each component is loaded using its respective HDL object and must follow a proper dependency sequence.
Download Work Structure Object Templates
Before creating HDL files, download the required object templates from your Fusion instance.
Navigation:
Navigator → My Client Group → Data Exchange → View Business Objects
This page displays all business objects supported by HCM Data Loader. Download the templates related to Work Structure Objects.
Note: In this blog, only the required attributes are used from the template to simplify the data load.
Load Grade Using HCM Data Loader
Grades define employee levels within an organization.
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
🔑 Source Keys Used
-
SourceSystemOwner:
XXTEST -
SourceSystemId:
XXTEST_GRADE01
📁 Save the file as Grade.dat
Load Job Using HCM Data Loader
Jobs represent roles such as Manager, Analyst, or Director.
HDL File – 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 the file as Job.dat
Load Location Using HCM Data Loader
Locations define physical or logical work locations.
HDL File – 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 the file as Location.dat
Load Organization Using HCM Data Loader
Organization loading requires two HDL objects.
1️⃣ Organization
METADATA|Organization|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|Name
MERGE|Organization|XXTEST|XXTEST_DEPT1|1951/01/01|4712/12/31|XXTEST Department1
2️⃣ Org Unit Classification
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 both records in a single file as Organization.dat
Load Position Using HCM Data Loader
Positions define individual instances of jobs within departments.
HDL File – 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_POSITION1|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 the file as Position.dat
Create ZIP File for HDL Load
Create a ZIP file containing all HDL .dat files:
-
Grade.dat
-
Job.dat
-
Location.dat
-
Organization.dat
-
Position.dat
Example:
WorkStructure_HDL_Load.zip
Load HDL Files into Oracle Fusion HCM
Navigation:
Navigator → My Client Group → Data Exchange → Import and Load → Import
Steps:
-
Upload the ZIP file
-
Submit the Import and Load process
-
Refresh to monitor the load status
Once the process completes successfully, the Work Structure data is loaded.
Verify Work Structure Data
After successful load, verify the data from respective pages:
-
Manage Grades
-
Manage Jobs
-
Manage Locations
-
Manage Organizations
-
Manage Positions
Conclusion
Using HCM Data Loader, Work Structure components in Oracle Fusion HCM can be efficiently loaded by defining correct Source Keys, using the required attributes, and following the proper load sequence.
This approach is commonly used during:
-
Data migration
-
Initial implementation
-
Test-to-production refresh
What’s Next?
➡️ In the next blog, we will cover how to load Worker Data in Oracle Fusion HCM using HCM Data Loader, including Worker, Assignment, and Element Entry objects.
Sunday, 10 January 2021
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.
Monday, 9 April 2018
Top 50 Fusion HCM Technical Questions - Part 1
Top 50 Fusion HCM Technical Questions
Top 50 Fusion HCM Technical Questions - Part 2 Click
3) Using Run Diagnostics Test - Test Name (HCM Data Loader Data-Set Status ) provide the Content ID for the same. This one is the oracle standard method to find error records in HCM Data loader.
Person (PER_EXT_SEC_PERSON_UE)
|
Retrieves all persons across the enterprise and all person
related attributes.
|
Worker Payroll (PER_EXT_PAY_EMPLOYEES_UE)
|
Retrieves all workers and their payrolls across the
enterprise, all person, worker, payroll related attributes, and element entry
data.
|
Extract Assignment Basic History
(PER_EXT_ASSIGNMENT_BASIC_HISTORY_UE)
|
Retrieves assignment history as on the assignment
effective start date.
|
Extract Assignment Basic Information
(PER_EXT_SEC_ASSIGNMENT_BASIC_UE)
|
Retrieves assignment data as on the effective date.
|
Assignments Range (PER_EXT_SEC_ASSIGNMENT_RANGE_UE)
|
Retrieves assignment history as on the effective date.
|
Extract Current and Future Persons
(PER_EXT_SEC_PERSON_NOW_FUTURE_UE)
|
Retrieves current and future person details. Specify
advanced filter criteria to restrict person types.
|
Extract Current and Future Assignments
(PER_EXT_SEC_ASSIGNMENT_NOW_FUTURE_UE)
|
Retrieves current and future assignments.
|
Q) How you will correct termination date of Work Relationship in HCM Fusion application using HDL?
Q) Significance of EffectiveSequenceNumber.
Q) FBL v/s HDL
Q) Can Oracle transaction Business Intelligence(OTBI) integrate with Fusion HCM extract?
2: BI Publisher can also accept a data source in excel or XML format (again SaaS customers will need Oracles help). HCM extracts has integration with BI Publisher.
Q) What is the difference between the ‘Assignment Status Type’ and the ‘Extract Employee Assignment Status Type’ attributes?
The 'Extract Employee Assignment Status Type' attribute is a DBI group which is directly associated with the user entity when defining the block. The 'Assignment Status Type' attribute is a DBI group which is associated with a different user entity, and is accessible because of contexts that have been set (indirectly derived).
Directly associated DBI groups are more efficient compared to indirect. Therefore, it would be better to use the 'Extract Employee Assignment Status Type' attribute rather than the 'Assignment Status Type' attribute because of performance considerations.
Q) Can you create a user entity?
Q) How do you schedule the HCM Extract in fusion application?
Q) How we can extract the changed data from last run date to till date using HCM Extracts?
Q) What are the different type/attribute for changes only parameter in HCM Extract?
-> There are 6 values for this parameter.
Step by Step Explanation of Changes Only HCM Extracts Click
- All Attribute
- Changed Attributes
- Changed and Marked Attributes
- Changed and Marked Attributes with previous value
- Changed, Marked Attributes under threading group
- Changed, Marked Attributes, previous data under threading group
Q) Explain Global Person Model in HCM Fusion.
-> 1) Person Records are global, create only once.
2) Person Records are independent of legal Employer
3) Person resign from the organization then Work Relationship records are terminated.
4) Person Record having information like Name, Date of Birth, National ID etc.
Q)How to create dependent parameter for BI Publisher report in HCM Fusion?
-> We will take one simple example of dependent parameter for BIP report in HCM Fusion.
1st Parameter - Person Id
This is the independent parameter. We will fetch person_id from per_all_people_f
table.
Define the parameter-
Define the List of Value -
2nd Parameter - Assignment Id Based on Person Id
Define Parameter -
Define List of Value -
Use this parameters in Data Set SQL.
Navigation - > Person Management -> Employment Task
Impacted Tables
per_all_assignments_m
per_periods_of_service.
BIP Reporting Tool - It is a simple reporting tool. You can write your own SQL and get data. You should have knowledge on joins between the tables. You can use BIP reporting tool for formatted output.
HCM Extract - For the complex reporting you can use HCM Extracts. Using Extract you can derived the data from different sources or modules, you can easily use hierarchy or parent-child relationship. You Can work at a level above the BI/SQL where you don't worry about tables,joins.
You can extract in Full Mode or schedule interface to provide you the changes only data since last successful run.
Q) How to use the Source Keys in HCM Data Load?
-> To use the Source Key in HCM Load you have to configured it in
HRC_SOURCE_SYSTEM_OWNER lookup in system. If it is not configured then by default system will use FUSION as a source system owner.
Q) What are the output format of HCM Extracts?
-> Output Format - CSV,XML,Excel,HTML,RTF,PDF
Q) What are the different types of HCM Extracts?
-> Full Profile , Payroll Interface, Payments, Benefit Carrier, Archive Retrieval, HR Archive, Payroll Archive.
Q) Delivery Type in HCM Extracts?
-> Document of Record,Email, FTP, FAX, File System, HCM Connect, HTTP, Printer.
Detailed Component :-
Email Start Date,End Date, Delivery option name, Output Type (PDF,RTF),
Report (Path), Output Name(Template Name), Delivery Type(Email),
CC, Email, BCC,Attachment(Y), Message Body,Subject
-----------------------------------------------------------------------------------------------------------------------
FTP Start Date,End Date, Delivery option name, Output Type (EFT),
Report (Path), Output Name(Template Name), Delivery Type
(FTP),Secure FTP(Y), Remote Directory, password, user Name,
server name.
-----------------------------------------------------------------------------------------------------------------------
Q) Root Data Group is mandatory in HCM Extracts?
-> Yes, at least one of the data group must be declared as Root Data Group and other data groups have to be linked appropriately.
Q) Explain threading database item in HCM Extracts?
-> Threading Database Item is required for implementing the changes only feature. It is the unique ID for that User Entity. You can declare the threading database item at root data group or child data group level where you required changes only data.
-> You can launch BI Publisher from Report and Analytics Work Area. Install the BI Publisher plugin. You can develop RTF template in MS word using BI Publisher Plugin using Load XML Schema.
Now you have to define the report . For this use existing standard model. (/Human Capital Management/Payroll/Data Models/globalReportsDataModel). Save the report.Latest Datamodel have two parameters Payroll action id and Flow instance name. Flow instance name will be the flow pattern run given earlier when submitting the extract.
Q) How to schedule the HCM Extracts?
-> Yes, We can schedule the HCM Extract recursively like Daily, Weekly,Monthly.
If you want to create custom schedule you need to create fast formula with type as Flow Schedule.
Q) Standard BIP Report in HCM
-> Person Enrollment Summary Report, Compensation Workbench Print Statement, Performance Document Rating Report, Total Compensation Statement report etc.
Q) How to Filter the Data in Template while developing the BIP Report?
-> You can filter the data using filter condition based on the Data Field, Operator and Value.
You can filter the data for Chart view, table view.
Q) Different Delivery Option in BIP Report
-> Printer,Fax,Email,HTTP,FTP.
You can define these delivery option using following navigation:
Administrator -> Manage BI -> Delivery -> Type of Delivery option
Q) How to Schedule the BIP Report?
-> You can Schedule the report using following methods:
1) In report and analytics -> New -> Report Job
2) In Create Section -> Published Reporting -> Report Job
3) In Catalog -> Select Report -> More-> Schedule
You have to set Frequency like Once, Hourly, Daily, Weekly, Monthly, Annual, Specific Dates.
Q) How to Burst BIP report in Fusion HCM?
-> Using Bursting option you can split your Report into multiple documents and deliver it to one or more destination.
E.g. Report output having 3 columns Business Unit, Department,Location
You can split the report based on Business unit column with resp department and location for that Business unit.
Business unit
|
Department
|
Location
|
Progress US BU
|
Support PRG
|
Main Campus
|
UK BU
|
Support PRG UK
|
London
|
US1 BU
|
Finance PRG
|
RF Hospital
|
Progress US BU
|
Biology US
|
Main Campus
|
UK BU
|
Finance PRG UK
|
London
|
US1 BU
|
Biology US FN1
|
RF Hospital
|
UK BU
|
Facilities PRG UK
|
London
|
US1 BU
|
Facilities PRG US
|
RF Hospital
|
Split by BU
Business unit
|
Department
|
Location
|
Business unit
|
Department
|
Location
|
|
Progress US BU
|
Support PRG
|
Main Campus
|
UK BU
|
Support PRG UK
|
London
|
|
Progress US BU
|
Biology US
|
Main Campus
|
UK BU
|
Finance PRG UK
|
London
|
|
UK BU
|
Facilities PRG UK
|
London
|
||||
Business unit
|
Department
|
Location
|
||||
US1 BU
|
Finance PRG
|
RF Hospital
|
||||
US1 BU
|
Biology US FN1
|
RF Hospital
|
||||
US1 BU
|
Facilities PRG US
|
RF Hospital
|
-> Yes, We can update it using SourceKey.dat.
->
METADATA|WorkRelationship|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|LegalEmployerName|NewStartDate
MERGE|WorkRelationship|XXTEST|XXTEST_HIREDATE1|100009|India Legal Entity|2002/02/10
The values {attributes} are not valid for the attribute BankAccountId
Error While Loading PersonalPaymentMethod Using HCM Data Loader Introduction Oracle Fusion HCM HCM Data Loader (HDL) is commonly used to lo...