Hcm export data rahul vishwanath

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  • Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor 1

    Exporting Data

    ORACLE FUSION HCM IMPLEMENTATION

    PARTNER WORKSHOP

    Oracle Fusion Human Capital Management

  • Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor 2

    The following is intended to outline our general product direction. It is intended

    for information purposes only, and may not be incorporated into any contract.

    It is not a commitment to deliver any material, code, or functionality, and

    should not be relied upon in making purchasing decisions.

    The development, release, and timing of any features or functionality

    described for Oracles products remains at the sole discretion of Oracle.

    Safe Harbor Statement

  • Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor 3

    The information in this presentation is correct as of the presentation date.

    However, Oracle Fusion HCM continues to evolve and software patches are

    applied frequently; therefore this information is subject to change.

    Check with your Oracle Representative for updates. This content is not

    warranted to be error-free.

    Content Subject to Change

  • Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor 4

    Objectives

    Overview On Fusion Extract Tools.

    Extract Definition Elements : -

    Parameters | Blocks | Records | Data Elements | Validations | Delivery Options

    Overview on Handling Extracts Using BI Publisher.

    Detailed Product Demonstrations.

    Future Enhancements.

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    Overview Fusion HCM Extract Tools

  • Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor 6

    Overview Fusion HCM Extract Tools

    There are two major tools available for

    exporting data from Fusion Human Capital

    Management

    Using HCM Extracts.

    Using Oracle Transactional Business

    Intelligence. (OTBI)

    Using HCM Extracts -

    Extracts are used to export large volumes of

    complex data into an output file (XML).

    The XML file can then be passed/transposed onto

    another application such as BI Publisher and can be

    sent to a 3rd party application for data processing.

    The HCM extract process can :-

    1. Extract metadata based on a definition setup.

    2. Extract metadata based on given parameter values set up.

    3. Integrate with BI Publisher for output delivery.

    4. Handle outputs in a variety of acceptable formats such as

    PDF, CSV, EFT, XML, MS Excel etc.

    5. Handle delivery in various modes such as FTP, Emails, Fax

    etc.

    6. Help archive historical data.

    7. Can be used to extract only the changed data (the delta)

    between 2 specific dates.

    8. Provide with log files for de-bugging.

    9. Can help extract multiple reports using a single extract

    process.

    10. Extracts can be scheduled to run on a specific date-time

    also.

  • Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor 7

    Overview Fusion HCM Extract Tools

    There are two major tools available for

    exporting data from Fusion Human Capital

    Management

    Using HCM Extracts.

    Using Oracle Transactional Business

    Intelligence. (OTBI)

    Examples of Extracts used for outbound

    interfaces -

    HR & Payroll or Benefits data to 3rd party service

    providers.

    HR & Payroll data sent to another application in a co-

    existence scenario. *

    Examples for complex processes where Extracts

    can be used -

    1. Send pay slips to employees **

    2. Extract data and send letters for mass processing such as

    promotions or salary reviews.

    3. Handle Statutory reporting.

    4. Data archiving.

    **Note Before

    * 1. In a co-existence scenario a combination of file based imports &

    exports using the ETL tool can be used depending on the business

    scenario. ETL Tool requires an additional license.

    ** 2. Done using the bursting option available in the OTBI section.

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    Fusion HCM Extract Process

    Typical steps taken to configure and run the extract process : -

    Create & Edit The Extract Definition.

    - Extract the parameters - Define blocks & filter records - Define data elements

    - Validate & generate the XSD document.

    Integrate with BI Publisher.

    - Create an template such as an RTF / EFT using BI Publisher using the XSD file

    - Create the report and upload the template created.

    Setup report options.

    - Define a delivery method.

    Run the Extract

    - Submit the extract process.

    Create & Edit

    Extract Definition

    Integrate With BI

    Publisher

    Setup Report

    Options

    Run The Extract

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    Fusion HCM Extract Process Use Case

    Create an Extract

    Definition

    Extract Report & Meta

    Data

    Extract Report & Meta

    Data

    (correct errors etc)

    Hewitt / ADP

    Customer Systems

    Archive TablesView HCM Process

    Results

    Refine HCM Extract

    DefinitionFlow Pattern Metadata Submit HCM Process

    Third party Service Providers

    and External Systems

    Refine HCM extracts by setting up additional parameters in an existing extract to fetch the data.

    E.g. 1st extract data on a Global level, then refine the extract process to extract data for a specific region alone.

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    Elements to a HCM Extract

    Definition

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    Extract Parameters : Used to filter the results of the data retrieved based on the criteria defined within the extract definition.

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    Extract Blocks: Represent the logical entities (Organizations, persons, employees etc.) which contain the SQL queries for retrieving the data.

    Using extract blocks, users can specify conditions of what data needs to be extracted alongwith conditions such as

    setting of expressions for a complex fast formula.

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    Extract Block Links: Contains information about the user entities defined within the extract definition. This feature helps capture the association between the extract blocks via the database items.

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    Extract Records: Physical collection of elements of fields and associated data elements which needs to be extracted.

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    Extract Data Elements: Selective attributes of a record or an attribute group.

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    Extract Validation: Users can validate their extract definitions by compiling any fast formulas that it may contain by generating the XML schema definition(XSD) file.

    The exported XSD file is then used by the BI Publisher to create the template required to save the extracted definition.

    Validates the

    extracts defined.

    Validates all the fast

    formulas defined.

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    Delivery options for any extract is defined by specifying the BI Publisher

    delivery file output type (such as CSV, Excel etc) and the associated

    delivery types (such as E-Mail, Fax, FTP etc).

    Based on the type of delivery options users select, they may have to

    prov