Tuesday, 13 April 2021

Oracle Fusion HCM: Assigned Payroll HDL – Complete Template & Example (AssignedPayroll.dat)


🔹 Introduction: What is Assigned Payroll HDL?

In Oracle Fusion HCM, assigned payroll determines the payroll schedule and payroll definition for an employee’s assignment.

Using AssignedPayroll.dat via HCM Data Loader (HDL) allows you to:

  • Assign payroll definitions like Weekly, Monthly, or Biweekly

  • Link legislative data groups for country-specific payroll rules

  • Ensure accurate payroll processing

  • Avoid manual assignment errors


You can see step by step video to load Assigned Payroll details of worker using this Link


🔹 Prerequisites

Before loading Assigned Payroll HDL, ensure:

  1. Worker assignment exists (AssignmentNumber)

  2. Payroll definitions are configured in Oracle HCM

  3. Legislative data groups are correctly set

  4. Unique Source System identifiers are used


🔹 Objects Required

ObjectPurpose
AssignedPayrollAssigns payroll definitions to a worker’s assignment and links to legislative data groups

🔹 Sample AssignedPayroll.dat Template

File Name - AssignedPayroll.dat

METADATA|AssignedPayroll|EffectiveStartDate|AssignmentNumber|PayrollDefinitionCode|LegislativeDataGroupName|StartDate

MERGE|AssignedPayroll|2021/04/09|XXTEST_ASSIGN1|Weekly|US Legislative Data Group|2021/04/09


🔹 Field Explanation (Infographic Ready)

Assigned Payroll Key fields
Assigned Payroll Keyfields




🔹 Step-by-Step Process to Load Assigned Payroll Using HDL

Step 1️⃣ Prepare AssignedPayroll.dat

  • Use correct AssignmentNumber

  • Validate PayrollDefinitionCode

Step 2️⃣ Upload File in Oracle HCM

Navigation:
Tools → HCM Data Loader → Import and Load Data

Step 3️⃣ Monitor HDL Process

Check status:
✔ Completed
❌ Error

Step 4️⃣ Validate in Oracle HCM UI

Person Management → Payroll Relationship 


🔹 Common Errors & Resolutions

Common Issues in Assigned Payroll Load

Thursday, 8 April 2021

Oracle Fusion HCM: Element Entry HDL – Complete Template & Examples (ElementEntry.dat)


🔹 Introduction: What is Element Entry HDL?

Learn how to load element entry details for workers in Oracle Fusion HCM using ElementEntry.dat and ElementEntryValue.dat files. Complete HDL templates, step-by-step guide, common errors, troubleshooting, and FAQ included.

In Oracle Fusion HCM, element entries allow you to define payroll elements such as allowances, deductions, or benefits for employees.

Using ElementEntry and ElementEntryValue via HCM Data Loader (HDL) enables you to:

  • Load bulk element entries for multiple workers

  • Maintain consistency in payroll calculations

  • Avoid manual data entry errors

  • Manage repetitive or complex payroll elements efficiently

You can see step by step video to element entry details of worker using this ElementEntry.dat


🔹 Prerequisites

Before loading Element Entry HDL, ensure:

  1. Worker/assignment exists (AssignmentNumber must be valid)

  2. Element names are configured in Oracle HCM

  3. Legislative data groups are correctly set

  4. Source system identifiers are unique for each entry


🔹 Objects Required

ObjectPurpose
ElementEntryDefines the payroll element entry for an assignment
ElementEntryValueDefines specific values for each element entry (amount, periodicity, flags)

🔹 Sample HDL Templates

ElementEntry

METADATA|ElementEntry|EffectiveEndDate|EffectiveStartDate|ElementName|LegislativeDataGroupName|MultipleEntryCount|EntryType|AssignmentNumber|SourceSystemOwner|SourceSystemId|ReplaceLastEffectiveEndDate

MERGE|ElementEntry|4712/12/31|2021/04/06|Housing Allowance Expat|US Legislative Data Group||E|XXTEST_ASSIGN1|XXTEST|XXTEST_ENTRY2|

ElementEntryValue.dat

METADATA|ElementEntryValue|EffectiveEndDate|EffectiveStartDate|InputValueName|ScreenEntryValue|AssignmentNumber|ElementName|LegislativeDataGroupName|ElementEntryId(SourceSystemId)|SourceSystemOwner|SourceSystemId|ReplaceLastEffectiveEndDate

MERGE|ElementEntryValue|4712/12/31|2021/04/06|Periodicity|PRD|XXTEST_ASSIGN1|Housing Allowance Expat|US Legislative Data Group|XXTEST_ENTRY2|XXTEST|XXTEST_ENTRYVALUE4|

MERGE|ElementEntryValue|4712/12/31|2021/04/06|Amount|100|XXTEST_ASSIGN1|Housing Allowance Expat|US Legislative Data Group|XXTEST_ENTRY2|XXTEST|XXTEST_ENTRYVALUE5|

MERGE|ElementEntryValue|4712/12/31|2021/04/06|Process Separately|Y|XXTEST_ASSIGN1|Housing Allowance Expat|US Legislative Data Group|XXTEST_ENTRY2|XXTEST|XXTEST_ENTRYVALUE6|


🔹 Field Explanation (Infographic Ready)

Element Entry Key Fields




🔹 Step-by-Step Process to Load Element Entries Using HDL

  1. Prepare ElementEntry.dat and ElementEntryValue.dat

  2. Validate AssignmentNumber and element reference data

  3. Zip the files into a single HDL package

  4. Go to Tools → HCM Data Loader → Upload

  5. Submit the load process and monitor status

  6. Verify element entries in the employee’s assignment


🔹 Common Errors & Resolutions

Common Errors in Element Entry Load




🔹 FAQ – Oracle Fusion HCM Element Entry HDL

1️⃣ What is ElementEntry HDL in Oracle HCM?

It allows bulk loading of payroll element entries such as allowances, deductions, and benefits.

2️⃣ Which files are required for element entry load?

ElementEntry and ElementEntryValue metadata are mandatory.

3️⃣ How to load multiple elements for one assignment?

Include multiple ElementEntry records with unique SourceSystemId. Use ElementEntryValue for specific amounts/flags.

4️⃣ Can I overwrite previous entries using HDL?

Yes, set ReplaceLastEffectiveEndDate = Y to overwrite older entries.

5️⃣ Why am I seeing “element not created” error?

  • Invalid AssignmentNumber

  • Element not configured in Oracle HCM

  • Dates not valid

  • Duplicate SourceSystemId

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:

HDL Template for Person Profile Photo

 For this use  Worker.dat

You can see step by step video to upload the profile photo of worker using this Link

Please find the below sample template :

Save the Blob images in BlobFiles folder and make zip of both .dat and BlobFiles folder 

METADATA|PersonImage|SourceSystemOwner|SourceSystemId|PersonNumber|Image|ImageName|PrimaryFlag

MERGE|PersonImage|XXTEST|XXTEST_PER_IMAGE1|XXTEST2|images.jpeg|XXTEST2|Y

🔥 Oracle HDL Terminate Template (WorkRelationship) with Example & Errors


✅What We Will Cover in This Blog Section (Oracle HDL Blog)

Learn how to terminate a worker in Oracle Fusion HCM using HDL with complete WorkRelationship template, prerequisites, sample .dat file, common errors, and troubleshooting guide.

Oracle Fusion HCM Global Transfer Using HDL – Complete Template, Examples & Errors


🧩 Introduction (SEO + User Intent)

Learn how to perform Global Transfer in Oracle Fusion HCM using HDL with complete WorkRelationship, WorkTerms, and Assignment templates. Includes sample .dat files, common errors, troubleshooting, and best practices.

Global Transfer in Oracle Fusion HCM is used when an employee moves from one legal employer to another within the organization.
This process can be automated using HDL (HCM Data Loader) by updating WorkRelationship, WorkTerms, and Assignment objects.

In this blog, you will learn:

  • What is Global Transfer in Oracle Fusion HCM

  • Prerequisites for Global Transfer using HDL

  • Complete HDL template with examples

  • Explanation of each HDL object

  • Common errors and troubleshooting

  • Best practices for Global Transfer


✅ Prerequisite for Global Transfer using HDL

Before performing Global Transfer, ensure the following:

  1. Worker data must already exist in the system. Worker Sample Load

  2. PersonNumber must be valid.

  3. Legal Employer must exist in the target country.

  4. Business Unit, Job, Grade, Location, Department must be configured.

  5. Worker.dat file should be loaded earlier.

👉 Worker.dat is mandatory before performing Global Transfer.


You can see step by step video to do global transfer of worker using this Link



🧠 What Objects Are Required for Global Transfer?

For Global Transfer, you must load:

ObjectPurpose
WorkRelationshipCreates new legal employer relationship
WorkTermsUpdates employment terms
AssignmentUpdates assignment details

✅ For Global Transfer, all three objects are required.


📄 HDL Template for Global Transfer of Worker

1️⃣ WorkRelationship (Global Transfer Flag)

METADATA|WorkRelationship|PersonNumber|LegalEmployerName|DateStart|ActualTerminationDate|PrimaryFlag|WorkerNumber|WorkerType|RehireRecommendationFlag|OnMilitaryServiceFlag|ActionCode|ReasonCode|DateOfDeath|GlobalTransferFlag

MERGE|WorkRelationship|XXTEST2|US3 Legal Entity|2021/01/05||Y|XXTEST2|E|Y|N|GLB_TRANSFER|||Y


🔍 Explanation

  • ActionCode = GLB_TRANSFER → Indicates global transfer

  • GlobalTransferFlag = Y → Mandatory for global transfer

  • LegalEmployerName → New legal employer

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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