Thursday 8 April 2021

HDL Template for Reverse Termination of Worker

For this you can use Worker.dat.

You can see step by step video to reverse termination of worker using this Link

Please find the below sample template :

METADATA|WorkRelationship|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|PersonNumber|DateStart|WorkerType|LegalEmployerName|ReverseTerminationFlag

MERGE|WorkRelationship|XXTEST|XXTEST_PDSERVICE2|XXTEST_PER2|XXETST2|2018/01/01|E|US1 Legal Entity|Y

HDL Template for Assignment Supervisor

To load the assignment supervisor we will use Worker.dat template.

You can see step by step video to load assignment supervisor using this Link

Please find the below sample template :

METADATA|AssignmentSupervisor|AssignmentId(SourceSystemId)|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|ManagerAssignmentId(SourceSystemId)|ManagerId(SourceSystemId)|ManagerType|PersonId(SourceSystemId)|PrimaryFlag

MERGE|AssignmentSupervisor|XXTEST_ASSIGN2|XXTEST|XXTEST_MANAGER1|2018/01/01|4712/12/31|XXTEST_ASSIGN1|XXTEST_PER1|LINE_MANAGER|XXTEST_PER2|Y


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".


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





Tuesday 12 January 2021

Oracle Cloud - Creation of Simple OTBI Report

Development of Simple OTBI Report






In this blog we are going to learn how to develop/create your first OTBI report.

You can see Step by Step Creation of OTBI Report in this video

We will develop the report for below details:

  • Person Number
  • Date of Birth
  • First Name
  • Last Name
  • Grade Name
  • Job Name
  • Department

To achieve this requirement follow the below steps.

Step 1 - 

Open the Oracle Fusion Application.

Step 2 - Navigation

Follow the below navigation,

Navigator -> Tools -> Report & Analytics -> Click on Browse Catalog


Step 3 - Creation of Simple Report 

Click on New and then Analysis

It will pop up list of predefined Subject Areas in Oracle Fusion.

Select the appropriate Subject Area to develop the OTBI report.

As per our requirement we are going to select "Worker Management - Worker Assignment Real Time"
Subject Area.

It will open the report development page.

It contains 3 sections:

1) Subject Area - 

It hold all the selected Subject Area Details.

2) Selected Columns - 

In this section we can add columns required for report.

3) Filters - 

Using this section we can add filter to restrict the data in report.

Step 4 - Adding Column in Report

As per our requirement add the columns.

Person Number, DOB, First name, Last Name are related to Worker.

Expand the Selected Subject Area then Search for Worker Folder to add above columns.
Expand Worker Folder add above mentioned columns like Person Number, DOB etc.

Then add Job,Grade and Department Name columns from respective folders.

To run the report click on Results.

It will give you the output.

Step 5 - Change the Column Heading

Click Column Setting -> Column Properties -> Column Format (tab)

Enable the Custom Heading check box.
Enter the required Column Heading.

Run the report again to check if column heading are changed or not.

Step 5 - Add Filter on OTBI Report.

Suppose we need to apply filter on Person Number then click Column Setting  of Person Number, select Filter.

It will popup filter details window.

In this you can mention how you need to apply the filter based on your requirement.

Run the report to check if filter is working fine.

Step 6 - Save the OTBI Report.

Save the report in My Folder.

You can find your report in My Folder.


You can see Step by Step Creation of OTBI Report in this video





Monday 11 January 2021

Oracle Cloud - Load Work Structure Components - HDL

 Load Work Structure using HCM Data Loader


In earlier blog we have seen how to define Source Keys and we have created "XXTEST".


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 Work Structure Components in Oracle Fusion using HCM Loader.

Work Structure Components :
  • Grade
  • Job
  • Location
  • Organization
  • Position 
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 Work Structure Objects.

We will use only required fields from that template to load the Work Structure Object.

Lets see object wise 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

Highlighted in Yellow are the Source Keys used to load.

Save file as "Grade.dat"

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 file as "Job.dat"

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 file as "Location.dat"

Organization :

Organization has 2 components to load:
1) Organization
2) Org Unit Classification


METADATA|Organization|SourceSystemOwner|SourceSystemId|EffectiveStartDate|EffectiveEndDate|Name
MERGE|Organization|XXTEST|XXTEST_DEPT1|1951/01/01|4712/12/31|XXTEST Department1

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 file as  "Organization.dat"

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_POISITION1|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 as "Position.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

In Next Blog we will see how to load Worker Data in Oracle Fusion Using HCM Data Loader.






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.


Tuesday 29 September 2020

Oracle Fusion BIP Report Questions with Answers

 Q) Navigation to build the BIP Report in Oracle Fusion.

-> 

Navigation to Build the BIP Report in Oracle Fusion.

Data Model Navigation.

Tools -> Report and Analytics -> New -> Data Model

Data Template Navigation.

Tools -> Report and Analytics -> New -> Report.

Q) What is Data model?

->  Data Model is a object which contains set of instructions for BI Publisher to retrieve data and structure data for report. Data Model defines data source, data structure and parameter for the report.

Q) What are the Components of Data Model?

->  Components of Data Model.

1. Data Set

2. Event Triggers

3. Flexfields

4. List of value

5. Parameters

6. Bursting.

Q) What is Data Set?

-> Data Set contains logic to retrieve the data from the single data source. A data set can retrieve the data from variety of data sources like database, existing data file, web service call etc.

Data Set



Q) Can we use Triggers in BIP Report?

-> Yes, we can use Event Triggers in BIP report. The Data Model supports before data and after data triggers as well as schedule triggers.

Before Data and After Data triggers consists of a call to execute a set of functions defined in PL/SQL package stored in oracle database.

Schedule Trigger is executed for a scheduled reports.

Q) What is split by and deliver by?

-> Split by - Choose how you want to split the data. 

Deliver by - Choose to whom you want to deliver the data.

Q) How to generate multiple language report in BIP ?

-> We can use translation feature to generate the report in multiple language repot. Template can be translated from the properties page from the properties you can generate XLIFF files for the single template. Click extract translation to generate the XLIFF files.

Q) How to schedule the BIP reports?

-> 

1) In report and analytics -> New -> Report Job

2) In Create Section -> Published Reporting -> Report Job

3) In Catalog -> Select Report -> More-> Schedule

4)  You can schedule the report using ESS Job also.



For more Oracle Fusion HDL Videos  please click here

For more Oracle Fusion Extract PDF Output Videos  please click here

Avoid/Ignore if we have empty tag in XML.

 Ignore the Empty Tag in XML or avoid blank rows in For loop BIP Report. If we have blank row of data in For Loop in BIP Reports like in bel...