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7/24/2019 Loading Work Structures Using HCM Data Loader
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Loading Work Structures
Using HCM Data Loader
Oracle Fusion Human Capital Management 11g Release 9 (11.1.9)
O R A C L E W H I T E P A P E R | J A N U A R Y 2 0 1 6
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LOADING WORK STRUCTURES USING HCM DATA LOADER
Table of Contents
Table of Figures 1
Introduction 1
How to Use the Information in This Document 1
Example Dat Files 2
Location 3
Considerations and Prerequisites for Location 3
Loading Locations 3
Location Errors 11
Changing the Logical Start and End Date for Location 11
Deletion Support for Location 11
Location Translation 12
Grade 13
Considerations and Prerequisites for Grade 13
Loading Grades 13
Grade Errors 16
Changing the Logical Start and End Date for Grade 17
Deletion Support for Grade 17
Grade Translation 17Grade Step Translation 18
Grade Rate 20
Considerations and Prerequisites for Grade Rate 20
Loading Grade Rates 20
Grade Rate Errors 23
Deletion Support for Grade Rate 24
Grade Rate Translation 24
Grade Ladder 26Considerations and Prerequisites for Grade Ladder 26
Loading Grade Ladder 26
Grade Ladder Errors 32
Deletion Support for Grade Ladder 33
Grade Ladder Translation 33
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Step Rate Translation 34
Job Family 36
Considerations and Prerequisites for Job Family 36
Loading Job Family 36
Deletion Support for Job Family 37
Job Family Translation 38
Job 39
Considerations and Prerequisites for Job 39
Loading Job 39
Job Errors 48
Deletion Support for Job 48
Job Translation 49
Organization 50
Considerations and Prerequisites for Organization 50
Loading Organization 50
Organization Errors 57
Deletion Support for Organization 57
Organization Translation 58
Position 60Considerations and Prerequisites for Positions 60
Loading Position 60
Position Errors 69
Deletion Support for Position 70
Position Translation 71
Table of Figures
Figure 1: Create Location ......................................................................................................................................... 5Figure 2: Manage Locations: Other Addresses ........ ......... ......... ......... ........ ......... ......... ........ ......... ......... ......... ........ . 7Figure 3: Create Location: Extra Information ............................................................................................................ 8Figure 4: Create Location: Legislative Information ........ ......... ........ ......... ......... ......... ........ ......... ......... ........ ......... ... 10Figure 5: Create Grade ........................................................................................................................................... 14Figure 6: Create Grade: Grade Step Details ........................................................................................................... 15Figure 7: Create Grade Rate .................................................................................................................................. 21Figure 8: Grade Rate Values .................................................................................................................................. 23
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LOADING WORK STRUCTURES USING HCM DATA LOADER
Figure 9: Create Grade Ladder ............................................................................................................................... 27Figure 10: Create Grade Ladder: Grades ............................................................................................................... 29Figure 11: Create Grade Ladder: Grade Step Rates .............................................................................................. 30 Figure 12: Create Job Family ................................................................................................................................. 37
Figure 13: Create Job: Basic Details ...................................................................................................................... 41Figure 14: Create Job: Job Details ......................................................................................................................... 41Figure 15: Create Job: Valid Grades ...................................................................................................................... 42Figure 16: Create Job: Evaluation Criteria .............................................................................................................. 44Figure 17: Create Job: Job Extra Information ......................................................................................................... 45Figure 18: Create Job: Job Legislative Data ........................................................................................................... 47Figure 19: Create Department ................................................................................................................................ 52Figure 20: Create Reporting Establishment ............................................................................................................ 53Figure 21: Manage Departments: Other Classifications ......... ........ ......... ......... ........ ......... ......... ......... ........ ......... ... 54Figure 22: Organization Information extensible flexfield ......................................................................................... 56Figure 23: Organization Legislative Extra Information ............................................................................................ 56Figure 24: Create Position ...................................................................................................................................... 64Figure 25: Create Position: Valid Grades ............................................................................................................... 65Figure 26: Create Position: Evaluation Criteria ....................................................................................................... 67Figure 27: Create Position: Position Extra Information ........................................................................................... 68Figure 28: Create Position: Position Legislative Data ............................................................................................. 69
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1 | LOADING USING HCM DATA LOADER
Introduction
When implementing Oracle Fusion Global Human Resources for the first time or providing regular
updates, you can create work structure records using HCM Data Loader.
For general information about how to prepare data for loading using HCM Data Loader, or the HCM
Data Loader file format, see the HCM Data Loader User Guide (MOS Doc ID:1664133.1).
How to Use the Information in This Document
This document provides a separate section for each business object that it describes. Each section
covers the following topics:
Considerations and Prerequisites What to consider before attempting to load data.
LoadingDescribes the business object hierarchy. For each business object component, a table of
the attributes that are commonly supplied when creating new records is provided. These tables
have the following columns:
HCM Data Loader AttributeThe attribute name to supply when providing your data in the
business object data (.dat) file. Attribute names with a *1 suffix are foreign-object references
that support the integration key types. As source keys are recommended where possible, the
document describes how to supply source key values. User key attributes are identified for
when you do not have the source key value.
User Interface PromptThe prompt seen on the user interface. The data that you supply in
the associated attribute derives this field value, which is not necessarily the same as the value
that you supply. For example, for the Location field on an Organization page you can supply
the Oracle Fusion surrogate ID, source key, or Oracle Fusion GUID to identify a location
uniquely. The value seen on the user interface will be the location name.
If the user interface prompt is prefixed with an asterisk (*), then the attribute is mandatory
when you create a new record.
Functional DescriptionAdditional information describing the attribute and how to supply
valid values.
Errors Identifies errors that may occur when loading data for the business object. Informationabout resolving the error is provided.
Deletion SupportDescribes the extent to which the business object supports data deletion. Some
objects do not support deletion, while others may support deletion of child records only.
Translation Information on how to provide translation data for the translatable attributes in the
business object hierarchy.
http://support.oracle.com/epmos/faces/DocumentDisplay?id=1664133.1http://support.oracle.com/epmos/faces/DocumentDisplay?id=1664133.1http://support.oracle.com/epmos/faces/DocumentDisplay?id=1664133.1http://support.oracle.com/epmos/faces/DocumentDisplay?id=1664133.17/24/2019 Loading Work Structures Using HCM Data Loader
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Example Dat Files
This document provides working dat file examples for loading and deleting data using HCM Data
Loader. To use the source key examples, change the source system owner to a lookup code you have
pre-configured in the HRC_SOURCE_SYSTEM_OWNER lookup.
For both user key and source key examples ensure any references to foreign objects refer to data that
exists in your test environment.
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Location
A location is the physical address of the place where you conduct business or which is of interest to your business. Itrecords the place, address, and other details and can be associated with an organization.
Considerations and Prerequisites for Location
Locations are set enabled, that is, you can create them either in a specific set to restrict their use to a certain
business unit or in the common set to make them globally available.
Make sure that the sets have been created and associated with business units according to business needs.
If you want to associate an action reason with your location records, then action reasons must be created using the
Manage Action Reasons task before you load your location records.
Loading LocationsLocation data must be supplied in the Location.dat file for processing by HCM Data Loader.
LOCATION HIERARCHY
Component Functional Description Discriminator
Location Basic details of the location. Location
Location Other
Address
Additional addresses for the location. LocationOtherAddress
Location Extra
Information
Extensible flexfield data for the location. LocationExtraInfo
Location Legislative
Extra Information
Legislative extensible flexfield data for the location. LocationLegislative
Location Component
The location component defines the basis of the location for an organization. It records location and contact data
along with billing and shipping information.
The discriminator Locationis used to load location records using HCM Data Loader. The following Location
attributes are commonly supplied when loading a new location. Other optional attributes may be available. Generate
and review the location template f ile to identify attribute names for configured descriptive flexfield segments.
LOCATION ATTRIBUTES
HCM Data Loader
Attribute
User Interface
PromptFunctional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes LocationCode and SetCode.
EffectiveStartDate * Effective Start Date The start date of the location or of the update to the location if you are supplying
date-effective history.
EffectiveEndDate Effective End Date If you are supplying date-effective history, the last day of the date-effective
changes. If left blank, this value is the end of time by default.
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HCM Data Loader
Attribute
User Interface
PromptFunctional Description
SetCode * Location Set The code of the set to which this location belongs. This attribute is mandatory for
new locations.
ActionReasonCode Action Reason The code of the reason why this location is created or updated.
LocationName * Name The name for the location. Supply the location name in the language of the user
loading your new locations.
This value can be translated for other enabled languages if you supply a
LocationTranslation.dat file.
LocationCode * Code A code to uniquely reference the location within the set. This attribute is
mandatory for new locations.
Description Description Optionally supply a description for the location in the language of the user loading
your new locations.
This value can be translated for other enabled languages if you supply a
LocationTranslation.dat file.
ActiveStatus * Status Specifies whether the location is active. This attribute is validated using the
ACTIVE_INACTIVE lookup.
InventoryOrganizationId*1
Inventory Organization Optionally specify an inventory organization for the location. If you are supplying
the user key, then use the InventoryOrganizationName attribute.
This attribute also supports the integration key type values by appending the
appropriate hint to the attribute name, for example, InventoryOrganizationId
(SourceSystemId) if you are supplying the source key you specified when creating
the organization.
FLEX:PER_LOCATIONS_
DF
Context Supply only if loading Location Attributes descriptive flexfield data. The context
of the descriptive flexfield data is supplied against this attribute.
Country * Country The country for the location address.
AddressLine1 *Address Line 1 Optionally supply the first line of the location address.
AddressLine2 Address Line 2 Optionally supply the second line of the location address.
TownOrCity Town or City Optionally supply the town or city of the location address. This value may be
mandatory depending on the country specified.
PostalCode PostCode / Zip Code Optionally supply the postal code of the location address. This value may be
mandatory depending on the country specified.
Region1 Region / State Optionally supply the primary region in which the address is located. This value
may be mandatory depending on the country specified.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
InventoryOrganizationNa
me
Inventory Organization The name of the inventory organization for this location. Required if specifying an
inventory organization and no other key type is supplied to uniquely reference the
organization.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types: Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
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Figure 1: Create Location
Navigation: Workforce Structures - Manage LocationsCreate Location
Location Other Address Component
The Location Other Address component holds an additional address for a location. For example, you may use a PO
Box to receive mail at a mailing address instead of the physical address of the location.
The discriminator LocationOtherAddressis used to load Location Other Address records using HCM Data Loader.
The following LocationOtherAddressattributes are commonly supplied when loading a new address for a location.
Other optional attributes may be available.
LOCATION OTHER ADDRESS ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes LocationCode, LocationSetCode, and
AddressUsageType.
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
EffectiveStartDate * Effective Start Date The start date of the location address.
EffectiveEndDate Effective End Date If you are supplying date-effective history, the last day of the date-effective
changes. If left blank, this value is the end of t ime by default.
LocationId * Code The location for which this is the address. If you are using user keys, then supply
the LocationCode and LocationSetCode attributes.
If you supplied a source key for the location record, then supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, LocationId (SourceSystemId)
AddressUsageType *Address Type The type of address usage for the location. In the user interface this value is
available only when editing an existing location and adding another address.
Country * Country The country for the location address.
AddressLine1 Address Line 1 The first line of the location address.
AddressLine2 Address Line 2 The second line of the location address.
TownOrCity Town or City The town or city of the location address. This value may be mandatory depending
upon the country.
PostalCode Postal Code The postal code of the location address. This value may be mandatory depending
upon the country.
Region1 Region The primary region in which the address is located. This value may be mandatory
depending upon the country.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
LocationCode Code The code of the location for this address.
LocationSetCode Location Set The code of the set to which the location belongs.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types: Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
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Figure 2: Manage Locations: Other Addresses
Navigation: Workforce Structures - Manage Locations - Edit Location - Other Address
Location Extra Information Component
The Location Extra Information component holds the extensible flexfield information for the location.
The discriminator LocationExtraInfois used to load location extra information records using HCM Data Loader.
The following LocationExtraInfoattributes are commonly supplied when loading a new location that has extensible
flexfield data associated with it. Generate a template file for location to retrieve the attribute names used for flexfield
segments.
You cannot load location extra information records independently. You must always supply the parent location
record in the same Location.dat file.
LOCATION EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes LocationCode, SetCode, SequenceNumber,
and LeiInformationCategory.
LocationId *Code Unique reference to the location this extensible flexfield data is for. If you are
using user keys, then supply the LocationCode and SetCode attributes.
If you supplied a source key for the location record, then supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, LocationId (SourceSystemId).
EffectiveStartDate * Effective Start Date The start date of the extensible flexfield data.
EffectiveEndDate Effective End Date If you are supplying date-effective history, the last day of the date-effective
changes. If left blank, this value is the end of t ime by default.
InformationType n/a Context code for the extensible flexfield.
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
FLEX:PER_LOCATIO
N_INFORMATION_E
FF
n/a The context code for the Location Information EFFdata is supplied against this
attribute.
EFF_CATEGORY_C
ODE
n/a The category code for the extensible flexfield data is supplied against this attribute.
Supply HCM_LOC.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
LocationCode Code The code of the location this extensible flexfield data is for.
SetCode Location Set The set code for the location this extensible flexfield data is for.
SequenceNumber n/a The sequence number is relevant only for multirow contexts and identifies the
order of the rows. Even for multirow contexts it is optional, as the system
automatically populates it. However, if you dont support a source key when
creating new extensible flexfield data, then the SequenceNumber value becomesmandatory as it is part of the user key.
LeiInformationCategory n/a The same value as EFF_CATEGORY_CODE.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types: Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
Figure 3: Create Location: Extra Information
Navigation: Workforce Structures - Manage LocationsCreate Location
Location Legislative Extra Information Component
The Location Legislative Extra Information component holds the legislative extensible flexfield data for the location.
The discriminator LocationLegislativeis used to load location legislative extra information records using HCM Data
Loader. The following LocationLegislativeattributes are commonly supplied when loading a new location that has
legislative extensible flexfield data associated with it. Generate a template file for location to retrieve the attribute
names used for flexfield segments.
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You cannot load location extra information records independently. You must always supply the parent location
record in the same Location.dat file.
LOCATION LEGISLATIVE EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
Attribute
User Interface
PromptFunctional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes LocationCode, SetCode, SequenceNumber,
and LleInformationCategory.
SequenceNumber n/a The sequence number is relevant only for multirow contexts and identifies the
order of the rows. Even for multirow contexts it is optional, as the system will
automatically populate it. However, if you dont support a source key when
creating new extensible flexfield data, then the SequenceNumber becomes
mandatory as it is part of the user key.
LocationId*1
*Code Unique reference to the location this extensible flexfield data is for. If you are
using user keys, then supply the LocationCode and SetCode attributes.
If you supplied a source key for the location record, then supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, LocationId (SourceSystemId).
EffectiveStartDate * Effective Start Date The start date of the extensible flexfield data.
EffectiveEndDate Effective End Date If you are supplying date-effective history, the last day of the date-effective
changes. If left blank, this value is the end of time by default.
LegislationCode n/a Code of the legislation to which this context applies.
LleInformationCategory n/a Extensible flexfield context code. This should have the same value as the
FLEX:PER_LOCATION_LEG_EFF attribute.
FLEX:PER_LOCATION_L
EG_EFF
n/a The context code for the Location Legislative EFFdata is supplied against this
attribute.
EFF_CATEGORY_CODE n/a The category code for the extensible flexfield data is supplied against this attribute.
Supply HCM_LOC_LEG.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
LocationCode Code The code of the location this extensible flexfield data is for. This value is required if
no other key type is supplied to identify the location.
SetCode Location Set The set code for the location this extensible flexfield data is for. This value is
required if no other key type is supplied to identify the location.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
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Figure 4: Create Location: Legislative Information
Navigation: Workforce Structures - Manage LocationsCreate Location
Location Dat File Example
Creating Locations Using Source Keys
This file creates four new locations, one of which has Location Legislative EFF data.
Location.dat
METADATA|Location|SourceSystemOwner|SourceSystemId|LocationCode|SetCode|LocationName|Description|EffectiveStartDate|EffectiveEndDate|ActiveStatus|ShipToSiteFlag|ReceivingSiteFlag|BillToSiteFlag|OfficeSiteFlag|Building|Country|PostalCode|TownOrCity|Region1
|Region2|AddressLine1MERGE|Location|VISION|LOC_HQ|HQ|COMMON|Vision Corporation HQ|HeadQuarters|1951/01/01|4712/12/31|A|Y|Y|Y|Y||US|10130|New York|New York|NY|Avenue beachheights
MERGE|Location|VISION|LOC_RD_UK|RESEARCH_DEV_UK|COMMON|Vision CorporationR&D|Research and Developmentcenter|1951/01/01|4712/12/31|A|Y|Y|Y|Y||GB||Marlow||Buckinghamshire|18 High Street
MERGE|Location|VISION|LOC_UK_100|UK_100|COMMON|Building 100|Vision CorporationBuilding 100|2000/01/01|4712/12/31|A|Y|Y|Y|Y||GB||Reading||Berkshire|Thames ValleyPark
MERGE|Location|VISION|LOC_UK_200|UK_200|COMMON|Building 200|Vision Corporation
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Building 200|2000/01/01|4712/12/31|A|Y|Y|Y|Y||GB||Reading||Berkshire|Thames ValleyPark
METADATA|LocationLegislative|SourceSystemOwner|SourceSystemId|LocationId(SourceSystem
Id)|LegislationCode|SequenceNumber|EffectiveStartDate|EffectiveEndDate|LleInformationCategory|FLEX:PER_LOCATION_LEG_EFF|EFF_CATEGORY_CODE|_HEADQUARTER_ESTABLISHMENT(PER_LOCATION_LEG_EFF=HRX_US_REPORTING_INFORMATION)|_DUNS_NUMBER(PER_LOCATION_LEG_EFF=HRX_US_REPORTING_INFORMATION)|_NAICS_NUMBER(PER_LOCATION_LEG_EFF=HRX_US_REPORTING_INFORMATION)
MERGE|LocationLegislative|VISION|LOC_LEG_HQ|LOC_HQ|US|1|1951/01/01|4712/12/31|HRX_US_REPORTING_INFORMATION|HRX_US_REPORTING_INFORMATION|HCM_LOC_LEG|Y|3SLJ3|3423AB
Location Errors
You may experience errors while loading locations if the data is not provided as expected. Some of the more
commonly occurring errors are:
Error Resolution
If the ship-to site value is yes, then the ship-to location
must be the same as the location name.
If the ship-to site value is yes, ensure that the ship-to
location value has the same name as the location.
Changing the Logical Start and End Date for Location
It is not possible to change either the first effective start date, or last effective end date for an existing location.
Make sure that you create your location records with an effective start date prior to any records that will be
referencing your locations.
Deletion Support for Location
You cannot delete locations using HCM Data Loader. Instead, you can make locations inactive.
Inactivate Location Dat File Example
Making a Location Inactive Using Source Keys
This file makes one of the locations inactive as of 01-Jan-2015.
Location.dat
METADATA|Location|SourceSystemOwner|SourceSystemId|EffectiveStartDate|ActiveStatus
MERGE|Location|VISION|LOC_UK_100|2015/01/01|I
Making a Location Inactive Using User Keys
The same change can be achieved by supplying the user key to uniquely reference the location.
Location.dat
METADATA|Location|LocationCode|SetCode|EffectiveStartDate|ActiveStatus
MERGE|Location|UK_200|COMMON|2015/01/01|I
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Location Translation
The location name and description can be translated. The LocationTranslation.datfile is used to provide
translation data after the location has been created.
LOCATION TRANSLATION ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being translated. Supply either
the source key used when creating your data or the user key attributes
LocationCode and SetCode.
EffectiveStartDate * Effective Start Date The start date of the translated value. This value must match the
EffectiveStartDate of the record being translated.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day of the date-effective changes. If left
blank, this value is the end of time by default.
LocationName *Location Name The translated value for the location name.
Description Description The translated value for the location description.
Language *not displayed The language of the supplied translated value, for example, FR or DE.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
LocationCode Code The code of the location this translation is for. This value is required if you do not
supply the source key.
SetCode Location Set The set code of the location this translation is for. This value is required if you do
not supply the source key.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
Location Translation Dat File Example
Creating Location Translation Using Source Keys
This file loads the French translation for a location created in the Location.dat example provided in theCreating
Locations Using Source Keys section.
LocationTranslation.dat
METADATA|LocationTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Lang
uage|LocationName|Description
MERGE|LocationTranslation|VISION|LOC_RD_UK|1951/01/01|FR|Vision Corporation Rechercheet dveloppement|Centre de recherche et de dveloppement
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Grade
A grade identifies the workers rank or level of compensation. Typically customers using grades either associate asalary range (a minimum and maximum) with each grade or they use grade steps, which point to a distinct monetary
value.
For the first case, grades are created without steps. Grade rates and minimum and maximum values can be
associated with the grade.
For the second case, the grades are created with steps. Then a grade ladder is created to group the grades into a
ladder and associate the rate values with the steps.
Considerations and Prerequisites for Grade
Grades are set enabled, that is, you can create them either in a specific set to restrict their use to a certain business
unit or in the common set to make them globally available.
Make sure the sets have been created and associated with business units according to business needs.
If you want to associate an action reason with your grade records, then you must create action reasons using the
Manage Action Reasons task before you load your grade records.
Loading Grades
Grade data must be supplied in the Grade.dat file for processing by HCM Data Loader.
GRADE HIERARCHY
Component Functional Description Discriminator
Grade A grade shows the reflective rank, level, or status of a worker in an assignment in anenterprise. For example, IC3, M3.
Grade
Grade Step Grade steps represent the incremental points within a grade. GradeStep
Grade Component
This Grade record defines the name and active status of a grade.
The discriminator Gradeis used to load grade records using HCM Data Loader. The following Gradeattributes are
commonly supplied when loading a new Grade. Other optional attributes may be available.
GRADE ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes GradeCode and SetCode.
EffectiveStartDate * Effective Start Date The start date of the grade or the update to the grade.
EffectiveEndDate Effective End Date If you are supplying date-effective history, the last day for the date-effective
changes. If left blank, the effective end date is the end of time by default.
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
SetCode * Grade Set Sets are used as a grouping mechanism. The code of the set the grade belongs
to.
GradeName * Name The name of the grade. This value can be translated if you supply the
GradeTranslation.dat file.
GradeCode * Code A code to identify the grade. This value must unique within the set.
ActiveStatus * Status Indicates whether the grade is active or inactive. This value is validated using the
ACTIVE_INACTIVE lookup.
ActionReasonCode Action Reason The code of the reason for creating or updating this grade.
FLEX:PER_GRADES
_DF
Context Supply only if loading Grade Additional Detailsdescriptive flexfield data. The
context for the descriptive flexfield data is supplied against this attribute.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
Figure 5: Create Grade
Navigation: Workforce Structures - Manage GradesCreate Grade
Grade Step Component
The Grade Step component defines the incremental points available within a grade.
The discriminator GradeStepis used to load Grade Step records using HCM Data Loader. The following
GradeStep attributes are commonly used when loading a new Grade. Other optional attributes may be available.
GRADE STEP ATTRIBUTES
HCM Data Loader
Attribute User Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes GradeCode, SetCode, and GradeStepName.
EffectiveStartDate * Effective Start Date The start date of the grade step or the update to the grade step.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If
left blank, the effective end date is the end of time by default.
GradeId*1
n/a The grade this grade step is for. If using user keys, supply the GradeCode and
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
SetCode attributes.
If you supplied a source key for the grade record, then supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, GradeId(SourceSystemId).
GradeStepSequence * Step Number Specifies the sequence of the steps in the grade.
GradeStepName * Step Name The name of the grade step, which must be unique for this grade. The grade step
name can be translated by loading translated values in the
GradeStepTranslation.dat file.
CeilingStepFlag * Ceiling Step Set to Y if this is the ceiling step for the grade; otherwise set to N. One grade step
must be marked as the ceiling step for a grade.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
GradeCode Code The code that uniquely identifies the grade within the set. Required if no other keytype is supplied to identify the grade.
SetCode Grade Set The code that uniquely identifies the set the grade belongs to. Required if no other
key type is supplied to identify the grade.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
Figure 6: Create Grade: Grade Step Details
Navigation: Workforce Structures - Manage Grades - Create: Grade Steps
Grade Dat File Example
Creating Simple Grade Using Source Keys
This file creates grades without grade steps.
Grade.dat
METADATA|Grade|SourceSystemOwner|SourceSystemId|EffectiveStartDate|SetCode|GradeCode|GradeName|ActiveStatusMERGE|Grade|VISION|ADMIN|1951/01/01|COMMON|ADMIN|Administrator|AMERGE|Grade|VISION|SPEC|1951/01/01|COMMON|SPEC|Specialist|AMERGE|Grade|VISION|IC1|1951/01/01|COMMON|IC1|Individual Contributor 1|A
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MERGE|Grade|VISION|IC2|1951/01/01|COMMON|IC2|Individual Contributor 2|AMERGE|Grade|VISION|IC3|1951/01/01|COMMON|IC3|Individual Contributor 3|AMERGE|Grade|VISION|IC4|1951/01/01|COMMON|IC4|Individual Contributor 4|A
MERGE|Grade|VISION|M1|1951/01/01|COMMON|M1|Manager 1|AMERGE|Grade|VISION|M2|1951/01/01|COMMON|M2|Manager 2|AMERGE|Grade|VISION|M3|1951/01/01|COMMON|M3|Manager 3|AMERGE|Grade|VISION|D1|1951/01/01|COMMON|D1|Director 1|AMERGE|Grade|VISION|D2|1951/01/01|COMMON|D2|Director 2|AMERGE|Grade|VISION|D3|1951/01/01|COMMON|D3|Director 3|A
Creating Grades with Grade Steps Using Source Keys
This file creates five grades with grade steps and two grades without. It uses source keys to uniquely identify the
data.
Grade.dat
METADATA|Grade|SourceSystemOwner|SourceSystemId|EffectiveStartDate|SetCode|GradeCode|GradeName|ActiveStatusMERGE|Grade|VISION|CADET|1951/01/01|COMMON|OFF_CADET|Officer Cadet|AMERGE|Grade|VISION|MID|1951/01/01|COMMON|MID|Midshipman|AMERGE|Grade|VISION|SUBLT|1951/01/01|COMMON|SUB_LT|Sub-Lieutenant|AMERGE|Grade|VISION|LT|1951/01/01|COMMON|LT|Lieutenant|AMERGE|Grade|VISION|LT_CDR|1951/01/01|COMMON|LT_CDR|Lieutenant Commander|ACOMMENT Grade StepsMETADATA|GradeStep|SourceSystemOwner|SourceSystemId|GradeId(SourceSystemId)|EffectiveStartDate|GradeStepSequence|GradeStepName|CeilingStepFlagMERGE|GradeStep|VISION|LOW1|CADET|1951/01/01|1|Level 1|NMERGE|GradeStep|VISION|LOW2|CADET|1951/01/01|2|Level 2|NMERGE|GradeStep|VISION|LOW3|CADET|1951/01/01|3|Level 3|NMERGE|GradeStep|VISION|LOW4|CADET|1951/01/01|4|Level 4|YMERGE|GradeStep|VISION|LOW5|MID|1951/01/01|1|Level 5|YMERGE|GradeStep|VISION|LOW6|SUBLT|1951/01/01|1|Level 6|N
MERGE|GradeStep|VISION|LOW7|SUBLT|1951/01/01|2|Level 7|NMERGE|GradeStep|VISION|LOW8|SUBLT|1951/01/01|3|Level 8|NMERGE|GradeStep|VISION|LOW9|SUBLT|1951/01/01|4|Level 9|NMERGE|GradeStep|VISION|LOW10|SUBLT|1951/01/01|5|Level 10|YCOMMENT Grade Steps for LieutenantMERGE|GradeStep|VISION|LT1|LT|1951/01/01|1|Level 1|NMERGE|GradeStep|VISION|LT2|LT|1951/01/01|2|Level 2|NMERGE|GradeStep|VISION|LT3|LT|1951/01/01|3|Level 3|NMERGE|GradeStep|VISION|LT4|LT|1951/01/01|4|Level 4|NMERGE|GradeStep|VISION|LT5|LT|1951/01/01|5|Level 5|YCOMMENT Grade Steps for Lieutenant CommanderMERGE|GradeStep|VISION|LT_CDR1|LT_CDR|1951/01/01|1|Level 1|NMERGE|GradeStep|VISION|LT_CDR2|LT_CDR|1951/01/01|2|Level 2|NMERGE|GradeStep|VISION|LT_CDR3|LT_CDR|1951/01/01|3|Level 3|NMERGE|GradeStep|VISION|LT_CDR4|LT_CDR|1951/01/01|4|Level 4|NMERGE|GradeStep|VISION|LT_CDR5|LT_CDR|1951/01/01|5|Level 5|Y
Grade Errors
You may experience errors while loading Grades if the data is not provided as expected. Some of the more
commonly occurring errors are:
Error Resolution
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You must select only one step, not several steps, as
ceiling step for the grade.
Ensure that one step for each grade is defined as the
ceiling step.
You must provide a value for the attribute Ceiling Step. Ensure that at least one grade step is marked as the
ceiling step, by having a CeilingStepFlag value of Y.
Changing the Logical Start and End Date for Grade
It is not possible to change either the first effective start date, or last effective end date for an existing grade. Make
sure that you create your grade records with an effective start date prior to any records that will be referencing your
grades.
Deletion Support for Grade
You can delete a grade using HCM Data Loader if it is not referenced anywhere else like in an assignment, job, or a
grade rate.
Note: You cannot recover records that you delete using HCM Data Loader.
Do not supply DELETE instructions in the same file as MERGE instructions for the same grade. HCM Data Loader
does not know in which order to process the two instructions.
Deletion Dat File Example
Deleting Grades using Source Keys
This file successfully deletes existing grades. If grade steps exist they will also be purged.
Grade.dat
METADATA|Grade|SourceSystemOwner|SourceSystemId|EffectiveStartDateDELETE|Grade|VISION|CADET|1951/01/01DELETE|Grade|VISION|MID|1951/01/01DELETE|Grade|VISION|SUBLT|1951/01/01DELETE|Grade|VISION|LT|1951/01/01DELETE|Grade|VISION|LT_CDR|1951/01/01
Grade Translation
The Grade Name can be translated. The GradeTranslation.datfile is used to provide translation data after the
Grade has been created.
GRADE TRANSLATION ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being translated. Supply either
the source key used when creating your data or the user key attributes GradeCode
and SetCode.
EffectiveStartDate * Effective Start Date The start date of the translated value. This value must match the
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
EffectiveStartDate of the record being translated.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If
left blank, the effective end date is the end of time by default.
GradeName * Grade Name The translated name of the grade in the language specified.
Language *not displayed The language of the supplied translated value, for example, FR or DE.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
GradeCode Grade Code The code that uniquely identifies the grade within the set. Required if you do not
supply the source key to identify the grade.
SetCode Grade Set Code The code that uniquely identifies the set the grade belongs to. Required if you do
not supply the source key to identify the grade.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
Grade Translation Dat File Example
Creating Grade Translation using Source Keys
This file loads the French translation for the grades created in the Grade.dat example in theCreating Simple Grade
Using Source Keys section.
GradeTranslation.dat
METADATA|GradeTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Language|GradeNameMERGE|GradeTranslation|VISION|ADMIN|1951/01/01|FR|AdministrateurMERGE|GradeTranslation|VISION|SPEC|1951/01/01|FR|SpcialisteMERGE|GradeTranslation|VISION|IC1|1951/01/01|FR|Contributeur individuel 1MERGE|GradeTranslation|VISION|IC2|1951/01/01|FR|Contributeur individuel 2MERGE|GradeTranslation|VISION|IC3|1951/01/01|FR|Contributeur individuel 3MERGE|GradeTranslation|VISION|IC4|1951/01/01|FR|Contributeur individuel 4MERGE|GradeTranslation|VISION|M1|1951/01/01|FR|Superviseur 1MERGE|GradeTranslation|VISION|M2|1951/01/01|FR|Superviseur 2MERGE|GradeTranslation|VISION|M3|1951/01/01|FR|Superviseur 3MERGE|GradeTranslation|VISION|D1|1951/01/01|FR|Directeur 1MERGE|GradeTranslation|VISION|D2|1951/01/01|FR|Directeur 2MERGE|GradeTranslation|VISION|D3|1951/01/01|FR|Directeur 3
Grade Step Translation
The grade step name can be translated. The GradeStepTranslation.datfile is used to provide translation data after
the grade step has been created.
GRADE STEP TRANSLATION ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId / n/a You must provide a unique reference for the record being translated. Supply either
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemOwner the source key used when creating your data or the user key attributes
GradeCode, SetCode, and ExistingGradeStepName.
EffectiveStartDate * Effective Start Date The start date of the translated value. This value must match the
EffectiveStartDate of the record being translated.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If
left blank, the effective end date is the end of time by default.
GradeStepName * Step Name The translated name of the grade step in the language specified.
Language *not displayed The language of the supplied translated value, for example, FR or DE.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
GradeCode Grade Code The code that uniquely identifies the grade within the set. Required if you do not
supply the source key to identify the grade step.
SetCode Grade Set Code The code that uniquely identifies the set the grade belongs to. Required if you do
not supply the source key to identify the grade step.
ExistingGradeStepNa
me
Step Name The name of the grade step supplied when creating it. Required if you do not
supply the source key to identify the grade step.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
Grade Step Translation Dat File Example
Creating Grade Step Translation Using Source Keys
This file loads the French translation for the grades steps created in the Grade.dat example inCreating Grades with
Grade Steps Using Source Keys section.
GradeStepTranslation.dat
METADATA|GradeStepTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Language|GradeStepNameMERGE|GradeStepTranslation|VISION|LT_CDR1|1951/01/01|FR|Niveau 1MERGE|GradeStepTranslation|VISION|LT_CDR2|1951/01/01|FR|Niveau 2MERGE|GradeStepTranslation|VISION|LT_CDR3|1951/01/01|FR|Niveau 3MERGE|GradeStepTranslation|VISION|LT_CDR4|1951/01/01|FR|Niveau 4MERGE|GradeStepTranslation|VISION|LT_CDR5|1951/01/01|FR|Niveau 5
Creating Grade Step Translation Using User Keys
This file loads the French translation for the grades steps created in the Grade.dat example inCreating Grades with
Grade Steps Using Source Keys section.
GradeStepTranslation.dat
METADATA|GradeStepTranslation|GradeCode|SetCode|ExistingGradeStepName|EffectiveStartDate|Language|GradeStepNameMERGE|GradeStepTranslation|LT|COMMON|Level 1|1951/01/01|FR|Niveau 1MERGE|GradeStepTranslation|LT|COMMON|Level 2|1951/01/01|FR|Niveau 2MERGE|GradeStepTranslation|LT|COMMON|Level 3|1951/01/01|FR|Niveau 3MERGE|GradeStepTranslation|LT|COMMON|Level 4|1951/01/01|FR|Niveau 4MERGE|GradeStepTranslation|LT|COMMON|Level 5|1951/01/01|FR|Niveau 5
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Grade Rate
A Grade Rate is the name of a rate that is used to identify the currency, frequency, and annualization factor within aspecific legislative data group, for example, Hourly Rate Blue Collar Workers or Overtime Rate Analysts. Usually,
rate values are associated with a grade rate. Rate values can be defined as either a range, by entering minimum
and maximum values, or a specific monetary value.
Considerations and Prerequisites for Grade Rate
Grade rates are created within a legislative data group, so you need to load your legislative data groups before
loading the grade rates.
If you want to associate an action reason with your grade rate records, then you must create action reasons using
the Manage Action Reasons task before you load grade rate records.
Loading Grade Rates
Grade rate data must be supplied in the GradeRate.dat file for processing by HCM Data Loader.
GRADE RATE HIERARCHY
Component Functional Description Discriminator
Grade Rate A grade rate is the name of a rate that is used to identify the currency, frequency, and
annualization factor within a legislative data group.
GradeRate
Grade Rate Value The monetary value or range for a grade rate. GradeRateValue
Grade Rate ComponentThe Grade Rate holds information such as the currency, frequency, and annualization factor within a legislative data
group.
The discriminator GradeRateis used to load grade rate records using HCM Data Loader. The following GradeRate
attributes are commonly supplied when loading a new grade rate. Other optional attributes may be available.
GRADE RATE ATTRIBUTES
HCM Data Loader
Attribute
User Interface
PromptFunctional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes LegislativeDataGroup and GradeRateName.
LegislativeDataGroupId *1 *Legislative Data Group The legislative data group this grade rate is for. If using user keys, then supply the
LegislativeDataGroup attribute.
If you supplied a source key when creating the legislative data group record, then
supply the same SourceSystemId value here and add the source key hint to this
attribute name, that is, LegislativeDataGroupId(SourceSystemId).
EffectiveStartDate *Efffective Start Date The start date of the grade rate or the update to the grade rate.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If left
blank, the effective end is the end of time by default.
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HCM Data Loader
Attribute
User Interface
PromptFunctional Description
GradeRateName * Name The name for the rate. The grade rate name is translatable. SeeGrade Rate
Translationon page24.
RateType *Rate Type The rate type, for example, Salary, Bonus, Overtime.
This attribute is validated using the GRADE_PAY_RATE_TYPE lookup.
ActiveStatus * Status The rate status. This attribute is validated using the ACTIVE_INACTIVE lookup.
RateFrequency * Frequency Frequency of the rate, for example, Annual, Monthly, Hourly, Payroll Period.
This attribute is validated using the CMP_SALARY_BASIS lookup.
AnnualizationFactor Annualization Factor The multiplier to convert the rate to an annual amount.
CurrencyCode *Currency The currency code for the rate values defined by the Grade Rate Values
component.
ActionReasonCode Action Reason The code of the reason for creating or updating this grade rate.
FLEX:PER_RATES_DF Context Only supply if loading Rate Additional Detailsdescriptive flexfield data. The
context of the descriptive flexfield data is supplied against this attribute.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
LegislativeDataGroup Legislative Data Group The name of the legislative data group. Required if no other key type is supplied to
identify the legislative data group.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
Figure 7: Create Grade Rate
Navigation: Workforce Structure - Manage Grade RatesCreate Grade Rate
Grade Rate Value Component
The Grade Rate Value component holds the minimum and maximum amount if a range is associated with the grade
rate and the value if a specific amount is associated with the grade rate.
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The discriminator GradeRateValue is used to load grade rate value records using HCM Data Loader. The following
GradeRateValueattributes are commonly supplied when loading a new grade rate. Other optional attributes may
be available.
GRADE RATE VALUE ATTRIBUTES
HCM Data Loader
Attribute
User Interface
PromptFunctional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes LegislativeDataGroup and GradeRateName.
LegislativeDataGroupId*1
*Legislative Data Group The legislative data group this grade rate is for. If using user keys, supply the
LegislativeDataGroup attribute.
If you supplied a source key when creating the legislative data group record, then
supply the same SourceSystemId value here and add the source key hint to this
attribute name, that is, LegislativeDataGroupId(SourceSystemId).
RateId *1 * Grade Rate The grade rate this value is for. If using user keys, supply the GradeRateNameattribute.
If you supplied a source key for the grade rate, supply the same SourceSystemId
value here and add the source key hint to this attribute name, that is, RateId
(SourceSystemId).
RateObjectId*1
* Grade The grade this rate value is for. If using user keys, supply the GradeCode and
SetCode attributes.
If you supplied a source key when creating the grade record, supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, RateObjectId(SourceSystemId).
EffectiveStartDate * Effective Start Date The start date of the grade rate value or the update to the grade rate value.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If
left blank, the effective end date is the end of time by default.
MinimumAmount Minimum The minimum amount of the range. If the minimum is provided, then the maximum
is required.
MaximumAmount Maximum The maximum amount of the range. If the maximum is provided, then the minimum
is required.
MidValueAmount Midpoint The midpoint of the range. If this value is left blank, then the system will populate
the midpoint as (minimum + maximum) / 2.
ValueAmount Value A specific value. This is not required if minimum and maximum values are
provided.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
GradeRateName *Name The name for the rate this value is for.
LegislativeDataGroup *Legislative Data Group The name of the legislative data group. Required if no other key type is supplied to
identify the legislative data group.
GradeCode * Grade The code of the grade this rate value is for. Required if no other key type is
supplied to uniquely identify the grade.
SetCode * Grade Set The code for the set the grade belongs to. Required if no other key type is supplied
to uniquely identify the grade.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
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Figure 8: Grade Rate Values
Navigation: Workforce Structures - Manage Grade Rates - Create: Grade Rate Values - Add Row
Grade Rate Dat File Example
Creating Grade Rates Using Source Keys
This file creates grade rates with grade rate values.
The referenced grades can be created using the Grade.dat example in theCreating Grades with Grade Steps Using
Source Keys section on page16.The referenced legislative data group can be created using the
LegislativeDataGroup.dat file found in the Loading Setup Data Using HCM Data Loader white paper, available from
MOS (DOC ID: 2042956.1).
GradeRate.dat
METADATA|GradeRate|SourceSystemOwner|SourceSystemId|LegislativeDataGroupId(SourceSystemId)|EffectiveStartDate|GradeRateName|RateType|ActiveStatus|RateFrequency|AnnualizationFactor|CurrencyCode
MERGE|GradeRate|VISION|GR_CIV_SAL|LDG_VI_UK|2000/01/01|CivilianSalary|SALARY|A|ANNUAL|1|GBP
METADATA|GradeRateValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupId(SourceSystemId)|RateId(SourceSystemId)|RateObjectId(SourceSystemId)|EffectiveStartDate|Min
imumAmount|MaximumAmount|ValueAmountMERGE|GradeRateValue|VISION|GRV_ADMIN|LDG_VI_UK|GR_CIV_SAL|ADMIN|2000/01/01|||16500
MERGE|GradeRateValue|VISION|GRV_SPEC|LDG_VI_UK|GR_CIV_SAL|SPEC|2000/01/01|25472|53103|
Grade Rate Errors
You may experience errors while loading Grade Rate if the data is not provided as expected. Some of the more
commonly occurring errors are:
Error Resolution
You must enter the value, or both the minimum and maximum. Minimum and maximum must be provided together. If you provide
the value, then you dont need to provide minimum and maximum.
The maximum value must be greater than the midpoint. Provide a maximum value that is greater than the midpoint value.
The minimum value must be less than the midpoint. Provide a minimum value that is less than the midpoint value.
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=179258890754444&parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_afrWindowMode=0&_adf.ctrl-state=ytjb4o0oj_4https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=179258890754444&parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_afrWindowMode=0&_adf.ctrl-state=ytjb4o0oj_4https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=179258890754444&parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_afrWindowMode=0&_adf.ctrl-state=ytjb4o0oj_4https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=179258890754444&parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_afrWindowMode=0&_adf.ctrl-state=ytjb4o0oj_47/24/2019 Loading Work Structures Using HCM Data Loader
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Deletion Support for Grade Rate
You can delete a grade rate using HCM Data Loader if it is not referenced, for example, by a salary basis. I f you
delete a grade rate, the grade rate values are deleted along with the grade rate.
Note:You cannot recover records that you delete using HCM Data Loader.
Do not supply DELETE instructions in the same file as MERGE instructions for the same grade rate.
Deletion Dat File Example
Deleting Grade Rates Using Source Keys
This file deletes existing grades rates, referencing the existing grade rate by source key. If grade rate values exist,
these are also purged.
GradeRate.dat
METADATA|GradeRate|SourceSystemOwner|SourceSystemId|EffectiveStartDate
DELETE|GradeRate|VISION|GR_CIV_SAL|2000/01/01
Deleting Grade Rates using User Keys
This file deletes existing grades rates, referencing the existing grade rate by user key. If grade rate values exist,
these are also purged.
GradeRate.dat
METADATA|GradeRate|LegislativeDataGroup|GradeRateName|EffectiveStartDateDELETE|GradeRate|Vision UK|Civilian Salary|2000/01/01
Grade Rate Translation
The grade rate GradeRateName can be translated. The GradeRateTranslation.datfile is used to provide
translation data after the grade rate has been created.
GRADE RATE TRANSLATION ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being translated. Supply either
the source key used when creating your data or the user key attributes
ExistingGradeRateName and LegislativeDataGroup.
EffectiveStartDate * Effective Start Date The start date of the translated value. This value must match the
EffectiveStartDate of the record being translated.
EffectiveEndDate Effective End Date The end date of the translated value. If left blank, the translated value will exist
until the end of time.
GradeRateName *Name The translated grade rate name, in the language specified by the Language
attribute.
Language *not displayed The language of the supplied translated value, for example, FR or DE.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
ExistingGradeRateNa
me
Name The name of the grade rate this translation record is for. Required if no other key
type is supplied to uniquely identify the grade rate being translated.
LegislativeDataGroup Legislative Data Group The legislative data group name that the grade rate belongs to. Required if no
other key type is supplied to uniquely identify the grade rate being translated.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
Grade Rate Translation Dat File Examples
Translating Grade Rates Using Source Keys
This file translates existing grades rates, referencing the existing grade rate by source key.
GradeRateTranslation.dat
METADATA|GradeRateTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Language|GradeRateNameMERGE|GradeRateTranslation|VISION|GR_CIV_SAL|2000/01/01|FR|Salaire civile
Translating Grade Rates Using User Keys
This file translates existing grades rates, referencing the existing grade rate by user key.
GradeRateTranslation.dat
METADATA|GradeRateTranslation|LegislativeDataGroup|ExistingGradeRateName|EffectiveStartDate|Language|GradeRateNameMERGE|GradeRateTranslation|Vision UK|Civilian Salary|2000/01/01|FR|Salaire civile
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Grade Ladder
A grade ladder is a hierarchy of grades representing the sequence of grades and how a worker would typicallyprogress.
You can set up grade ladders consisting of grades with steps or grades without steps but not a combination.
Grade ladders of grades with steps are typically used if the workers progress according to certain rules from one
step to the next, for example, based on the length of service and each step is associated with a specific monetary
value.
Step rates are different from grade rates. Whereas grade rates can be shared across grades and ladders and can
be accessed through the grade rate UI, step rates are defined just for one grade ladder and cannot be shared
across grade ladders.
Considerations and Prerequisites for Grade LadderFor a Grade Ladders you must specify the grade set. Only then you can add grades of that grade set or of the
Common Set to the ladder.
Make sure the sets have been created and associated with the business units according to the customers business
needs.
If you want to associate an Action Reason with your Grade Ladder records these must be created prior to loading
your Grade Ladder records using the Manage Action Reasons task.
Loading Grade Ladder
Grade Ladder data must be supplied in the GradeLadder.dat file for processing by HCM Data Loader.
GRADE LADDER HIERARCHY
Component Functional Description Discriminator
Grade Ladder A grade ladder is a hierarchy of grades, which is used to order grades and define rates
for the grades or the steps attached to the grade.
GradeLadder
Grades In Ladder Grades in Ladder are the grades that have been added to the grade ladder. GradesInLadder
Step Rate A step rate is a pay rate that is defined for the grade steps. StepRate
Step Rate Value Step rate value is the monetary value for a step rate. StepRateValue
Grade Ladder Component
The Grade Ladder holds the basic information about the grade ladder like the name, if it is for grades with or without
steps and the grade set.
The discriminator GradeLadderis used to load Grade Ladder records using HCM Data Loader. The following
GradeLadderattributes are commonly used when loading a new GradeLadder. Other optional attributes may be
available.
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GRADE LADDER ATTRIBUTES
HCM Data Loader
Attribute User Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attribute GradeLadderName.
EffectiveStartDate * Effective Start Date The start date of the grade ladder or the update to the grade ladder.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If
left blank the effective end date will default until the end of time.
GradeSetCode *Grade Set The set code for the grades to be included in this ladder.
GradeLadderName *NameThe name of the grade ladder. The grade ladder name is translatable. See Grade
Ladder Translation on page33.
GradeType * Grade Type The type of ladder, Grade (GRADE) or Grade with Steps (STEP). A combination of
these two is not possible.
ActveStatus * Status The status of the grade ladder.
This attribute is validated using the ACTIVE_INACTIVE lookup.
ActionReasonCode Action Reason The code for the action reason.
FLEX:PER_GRADE_L
ADDERS_DF
Context Only supply if loading Grade Ladder Additional DetailsDFF data. The context of
the DFF data is supplied against this attribute.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
Figure 9: Create Grade Ladder
Navigation: Workforce Structures - Manage Grade LaddersCreate Grade Ladder
Grades In Ladder Component
The Grades In Ladder component holds the grades included in the grade ladder, like the Grade Code and the
sequence.
The discriminator GradesInLadderis used to load Grades In Ladder records using HCM Data Loader. The following
GradesInLadderattributes are commonly used when loading a new GradeLadder. Other optional attributes may be
available.
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GRADES IN LADDER ATTRIBUTES
HCM Data Loader
Attribute User Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes GradeCode, GradeSetCode, and
GradeLadderName.
EffectiveStartDate *Effective Start Date The start date of the grade in ladder record or the update to the grade in ladder.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If
left blank the effective end date will default until the end of time.
GradeLadderId * Name A unique reference to the grade ladder this record is for. If using user keys supply
the GradeLadderName.
If you supplied a source key for the grade ladder, supply the same value here and
add the source key hint to the attribute name, that is,
GradeLadderId(SourceSystemId).
GradeId Grade Name/Code
ID is not displayed
A unique reference to the grade. If using user keys supply the GradeCode and
GradeSetCode attributes.
If you supplied a source key when creating the Grade record, supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, GradeId(SourceSystemId).
GradesInLadderSequ
ence
Not displayed The sequence of the grades in the grade ladder.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
GradeLadderName *Name The name of the grade ladder.
GradeCode Name The code of the grade. Required if no other key type is supplied to identify the
grade.
GradeSetCode Code The code of the set the grade belongs to. Required if no other key type is suppliedto identify the grade.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
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Figure 10: Create Grade Ladder: Grades
Navigation: Workforce Structures - Manage Grade Ladders - Create: Grades
Step Rate Component
The Step Rate component holds information like the currency, frequency, and annualization factor within a
legislative data group.
If you are creating a grade ladder with a GradeType of STEP and supplying step rates, you must supply a
StepRateValue record for every step of every grade included in the grade ladder.
The discriminator StepRateis used to load Step Rate records using HCM Data Loader. The following StepRate
attributes are commonly used when loading a new Grade Ladder. Other optional attributes may be available.
STEP RATE ATTRIBUTES
HCM Data Loader
Attribute
User Interface
PromptFunctional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes RateName, LegislativeDataGroup, and
GradeLadderName.
EffectiveStartDate * Effective Start Date The start date of the rate record or the update to the rate.
EffectiveEndDate Effective End Date If supplying date-effective history, the last day for the date-effective changes. If
left blank the effective end date will default until the end of time.
GradeLadderId *Grade Ladder Name The grade ladder this rate is for. If using user keys supply the attributes;
GradeLadderName.
If you supplied a source key when creating the Grade Ladder, supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, GradeLadderId(SourceSystemId).
RateName *Grade Step Rate Name The name of the rate in the grade ladder. The rate name is translatable, see Step
Rate Translation on page34.
LegislativeDataGroupId*1
Legislative Data Group The legislative data group this grade rate is for. If using user keys supply the
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HCM Data Loader
Attribute
User Interface
PromptFunctional Description
LegislativeDataGroup attribute.
If you supplied a source key when creating the Legislative Data Group record,
supply the same SourceSystemId value here and add the source key hint to this
attribute name, that is, LegislativeDataGroupId(SourceSystemId).
RateType Rate Type The rate type, for example, Salary, Bonus, Overtime.
This attribute is validated using the GRADE_PAY_RATE_TYPE lookup.
RateFrequency Frequency Frequency of the rate, for example, Annual, Monthly, Hourly, Payroll Period.
This attribute is validated using the CMP_SALARY_BASIS lookup.
AnnualizationFactor Annualization Factor The multiplier to convert the rate to an annual amount.
CurrencyCode Currency The currency code for the rate values defined by the Grade Rate Values
component.
ActiveStatus Not displayed The rate status. This attribute is validated using the ACTIVE_INACTIVE lookup.
This is defaulted to ACTIVE.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
LegislativeDataGroup Legislative Data Group The name of the legislative data group. Required if no other key type is supplied
to identify the legislative data group.
GradeLadderName Name The name of the grade ladder. Required if no other key type is supplied to identify
the grade ladder.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
Figure 11: Create Grade Ladder: Grade Step Rates
Navigation: Workforce Structures - Manage Grade Ladders - Create: Rate Values
Step Rate Value Component
The Step Rate Value component holds the amount for each step as monetary value.
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The discriminator StepRateValueis used to load Step Rate value records using HCM Data Loader. The following
StepRateValueattributes are commonly used when loading a new Grade Ladder. Other optional attributes may be
available.
STEP RATE VALUE ATTRIBUTES
HCM Data Loader
Attribute
User Interface
PromptFunctional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes RateName, LegislativeDataGroup,
GradeLadderName, GradeCode, GradeSetCode, and GradeStepName.
RateId * Grade Step Rate Name The Step Rate this value is for. If using user keys supply the attributes RateName,
LegislativeDataGroup, GradeLadderName.
If you supplied a source key when creating the Step Rate record, supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, RateId(SourceSystemId)
RateObjectId * not displayed The grade step the rate value is for. If using user keys supply the attributes
GradeCode, GradeSetCode, GradeStepName.If you supplied a source key when
creating the referenced Grade Step, supply the same SourceSystemId value here
and add the source key hint to this attribute name, that is,
RateObjectId(SourceSystemId)
StepRateValueAmount Value The value for each step for this grade step rate.
LegislationCode not displayed Code of the legislation.
User key attributes that are only required if no other key type is supplied to uniquely identify the object they reference.
RateName Grade Step Rates: Name The name of the rate this value is for. Required if no other key type is supplied to
identify the rate.
LegislativeDataGroup Legislative Data Group The legislative data group name. Required if no other key type is supplied to
identify the rate.
GradeLadderName Grade Ladder Name The name of the grade ladder this rate value is for. Required if no other key type is
supplied to identify the grade ladder.
GradeCode Grade Code The code of the grade this rate value is for. Required if no other key type is
supplied to identify the grade.
GradeSetCode Grade Set The code of the set for the grade this rate value is for. Required if no other key
type is supplied to identify the grade.
GradeStepName Grade Step Name The name of the grade step this rate is for. Required if no other key type is
supplied to identify the grade step.
The value supplied will derivethe value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
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Grade Ladder Errors
You may experience errors while loading Grade Ladder if the data is not provided as expected. Some of the more
commonly occurring errors are:
Error Resolution
The grade set for the grade must equal the grade set for the grade
ladder.
You can only add grades to a grade ladder that are either defined in
Common Set or the same set as the Grade Ladder.
You cannot change the grade set because grades are associated
with the grade ladder.
Change the set of the grade ladder if no assignments are
associated with this ladder. Remove the associated grades. The
grades defined in another set cannot be added back in afterwards.
You cannot add grade step rates to the grade ladder because there
are no grades attached to the ladder.
Add the grades to the ladder before you can add the step rates.
You cannot add grades of type GRADE to a grade ladder of type
STEP.
If you have supplied a GradeType of STEP all grades included in
the ladder must have grade steps.
The RateValue object RateId attribute value is null and does not
match the parent Rate object expected value 300100074191385.
If you are creating a grade ladder with a GradeType of STEP and
supplying step rate values you must supply a StepRateValue record
for every step of every grade included in the grade ladder.
Grade Ladder Dat File Example
Creating Grade Ladder Using Source Keys
This file creates a grade ladder with step rate values.
The referenced grades can be created using the Grade.dat example in theCreating Grades with Grade Steps Using
Source Keys section on page16.The referenced legislative data group can be created using the
LegislativeDataGroup.dat file found in the Loading Setup Data Using HCM Data Loader white paper, available from
MOS (DOC ID: 2042956.1).
GradeLadder.dat
METADATA|GradeLadder|SourceSystemOwner|SourceSystemId|EffectiveStartDate|GradeSetCode|GradeLadderName|GradeType|ActiveStatus
MERGE|GradeLadder|VISION|GRD_LDR_OFF|1951/01/01|COMMON|Officer|STEP|A
METADATA|GradesInLadder|SourceSystemOwner|SourceSystemId|EffectiveStartDate|GradeLadderId(SourceSystemId)|GradeId(SourceSystemId)|GradesInLadderSequence
MERGE|GradesInLadder|VISION|GRD_IN_LDR_CADET|1951/01/01|GRD_LDR_OFF|CADET|1
MERGE|GradesInLadder|VISION|GRD_IN_LDR_MID|1951/01/01|GRD_LDR_OFF|MID|2
MERGE|GradesInLadder|VISION|GRD_IN_LDR_SUBLT|1951/01/01|GRD_LDR_OFF|SUBLT|3
MERGE|GradesInLadder|VISION|GRD_IN_LDR_LT|1951/01/01|GRD_LDR_OFF|LT|4
MERGE|GradesInLadder|VISION|GRD_IN_LDR_LT_CDR|1951/01/01|GRD_LDR_OFF|LT_CDR|5
METADATA|StepRate|SourceSystemOwner|SourceSystemId|EffectiveStartDate|GradeLadderId(S
ourceSystemId)|RateName|LegislativeDataGroupId(SourceSystemId)|RateType|RateFrequency|AnnualizationFactor|CurrencyCode|ActiveStatus
MERGE|StepRate|VISION|STP_RT_OFF|1951/01/01|GRD_LDR_OFF|Officer StepRates|LDG_VI_UK|SALARY|ANNUAL|1|GBP|A
METADATA|StepRateValue|SourceSystemOwner|SourceSystemId|EffectiveStartDate|RateId(SourceSystemId)|RateObjectId(SourceSystemId)|LegislationCode|StepRateValueAmount
MERGE|StepRateValue|VISION|SRV_LOW1|2015/01/01|STP_RT_OFF|LOW1|GB|16633
MERGE|StepRateValue|VISION|SRV_LOW2|2015/01/01|STP_RT_OFF|LOW2|GB|18129
MERGE|StepRateValue|VISION|SRV_LOW3|2015/01/01|STP_RT_OFF|LOW3|GB|19735
MERGE|StepRateValue|VISION|SRV_LOW4|2015/01/01|STP_RT_OFF|LOW4|GB|22570
https://support.oracle.com/epmos/faces/DocumentDisplay?parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_adf.ctrl-state=ytjb4o0oj_4&_afrLoop=179920698116026https://support.oracle.com/epmos/faces/DocumentDisplay?parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_adf.ctrl-state=ytjb4o0oj_4&_afrLoop=179920698116026https://support.oracle.com/epmos/faces/DocumentDisplay?parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_adf.ctrl-state=ytjb4o0oj_4&_afrLoop=179920698116026https://support.oracle.com/epmos/faces/DocumentDisplay?parent=DOCUMENT&sourceId=2020600.1&id=2042956.1&_adf.ctrl-state=ytjb4o0oj_4&_afrLoop=1799206981160267/24/2019 Loading Work Structures Using HCM Data Loader
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MERGE|StepRateValue|VISION|SRV_LOW5|2015/01/01|STP_RT_OFF|LOW5|GB|25472
MERGE|StepRateValue|VISION|SRV_LOW6|2015/01/01|STP_RT_OFF|LOW6|GB|30617
MERGE|StepRateValue|VISION|SRV_LOW7|2015/01/01|STP_RT_OFF|LOW7|GB|31426
MERGE|StepRateValue|VISION|SRV_LOW8|2015/01/01|STP_RT_OFF|LOW8|GB|32231
MERGE|StepRateValue|VISION|SRV_LOW9|2015/01/01|STP_RT_OFF|LOW9|GB|33032
MERGE|StepRateValue|VISION|SRV_LOW10|2015/01/01|STP_RT_OFF|LOW10|GB|33842
MERGE|StepRateValue|VISION|SRV_LT1|2015/01/01|STP_RT_OFF|LT1|GB|39236
MERGE|StepRateValue|VISION|SRV_LT2|2015/01/01|STP_RT_OFF|LT2|GB|40287
MERGE|StepRateValue|VISION|SRV_LT3|2015/01/01|STP_RT_OFF|LT3|GB|41351
MERGE|StepRateValue|VISION|SRV_LT4|2015/01/01|STP_RT_OFF|LT4|GB|42419
MERGE|StepRateValue|VISION|SRV_LT5|2015/01/01|STP_RT_OFF|LT5|GB|43474
MERGE|StepRateValue|VISION|SRV_LT_CDR1|2015/01/01|STP_RT_OFF|LT_CDR1|GB|49424
MERGE|StepRateValue|VISION|SRV_LT_CDR2|2015/01/01|STP_RT_OFF|LT_CDR2|GB|50644
MERGE|StepRateValue|VISION|SRV_LT_CDR3|2015/01/01|STP_RT_OFF|LT_CDR3|GB|51856
MERGE|StepRateValue|VISION|SRV_LT_CDR4|2015/01/01|STP_RT_OFF|LT_CDR4|GB|53085
MERGE|StepRateValue|VISION|SRV_LT_CDR5|2015/01/01|STP_RT_OFF|LT_CDR5|GB|54301
Deletion Support for Grade Ladder
You can delete grade ladders using HCM Data Loader if it is not referenced by another object, for example an
assignment. For grade ladders with steps, the step rates and the values are deleted along with the grade ladder.
Note: You cannot recover records that you delete using HCM Data Loader.
Do not supply DELETE instructions in the same file as MERGE instructions for the same grade ladder. HCM Data
Loader does not know in which order to process the two instructions.
Deleting a grade ladder does not delete the associated grades.
Deletion Dat File ExampleDeleting Grade Ladder Using Source Keys
This file deletes existing grades ladders, referencing the existing grade ladder by source key.
GradeLadder.dat
METADATA|GradeLadder|SourceSystemOwner|SourceSystemId|EffectiveStartDate
DELETE|GradeLadder|VISION|GRD_LDR_OFF|1951/01/01
Grade Ladder Translation
The Grade Ladder GradeLadderName can be translated. The GradeLadderTranslation.datfile is used to provide
translation data after the Grade Ladder has been created.
GRADE LADDER TRANSLATION ATTRIBUTES
HCM Data Loader
AttributeUser Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a You must provide a unique reference for the record being translated. Either supply
the source key used when creating your data, or alternatively supply the user key
attributes; ExistingGradeLadderName.
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HCM Data Loader
AttributeUser Interface Prompt Functional Description
EffectiveStartDate *Effective Start Date The start date of the translated value, this should match the EffectiveStartDate of
the record being translated.
EffectiveEndDate Effective End Date The end date of the translated value. If left blank the translated value will exist until
the end of time.
GradeLadderName * Name The translated grade ladder name in the language specified by the Language
attribute.
Language *not displaye
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