Showing posts with label Work Structure Load. Show all posts
Showing posts with label Work Structure Load. Show all posts

Thursday, 28 January 2021

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





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:

  1. Upload the ZIP file

  2. Submit the Import and Load process

  3. 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.







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