Import data rahul vishwanath

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IMPORT DATA

ORACLE FUSION HCM IMPLEMENTATION

PARTNER WORKSHOP

Oracle Fusion Human Capital Management


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 Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement


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


Objectives

Introduction - Importing Data.

Import Data Using :-

File Based Loaders.

Spreadsheet Data Loaders.

Future Enhancements.


Introduction – Importing Data



Why is Data Import required or Where can it be used ??

Migrating existing data completely before retiring a legacy

product. *

Importing data from a third party supplier.

In a co-existence scenario where Oracle Fusion HCM is being

used with another product. **

e.g. Using Oracle Fusion HCM along with another legacy system

in place.

Oracle Fusion HCM supports the importing for:-

Initial enterprise structures such as legal entities. ***

Setup data such as jobs, departments & benefit plans.

Transactional data such as employee records.

Transactional history such as salary changes & performance

reviews.

**Note Before

* Typically requires a one time data upload.

** Such scenario’s may require repeated data uploads into Oracle

Fusion HCM depending on the business scenario.

*** Generally done using spreadsheet loaders. The enterprise structures

can also be loaded using the Enterprise Structures Configurator

(ESC)



Sr. No Spreadsheet Data Loader HCM File Based Loader

1. Helps loads simple hierarchical and non-

hierarchical data. Helps load complex hierarchical data.

2.

Can support only small to medium data volumes

since MS Excel has limited number of rows and

columns.

Can support large data volumes.

3. Best suited for one time migration. Can be useful where a frequent data update is required.

4. Does not support loading of object history. Supports loading of object history.

5. Data cleansing and validation is required since data

is on an excel based format. No such restriction.

6. Supports update only for limited number of

business objects. No such restriction.


HCM – File Based Loaders


How it Works

1. Define & Extract Cross –

Reference DataSFTP Server / UCM

2. Map Cross Reference

Data to Source Data

3. Extract Source Data4. Import Source Data Into

Stage Tables

5. Load Data to Oracle

Fusion Application Tables

DATA VALIDATION

DATA VALIDATION

DATA PUSHED IN .DAT FORMAT

1. Users define any Oracle Fusion business

objects that are referenced by your source data

and extract the cross reference data for those

business objects. The cross reference

information is written automatically to the

SFTP / UCM server.

2. Import the cross reference information to your

source environment and map them with your

data.

3. Users then map the data to the Oracle Fusion

business object model, extract the data and

deliver it to the SFTP / UCM server.

4. HCM file based loader imports your source

data to the stage tables.

5. Load batch data loads your source data from

the stage tables to the Oracle Fusion

application tables.


HCM – File Based Loaders – Supported Functionality

Supported Business Objects – HCM File Based

Loader : -

Action & action reasons.

Locations.

Business units.

Grades.

Grade rates.

Job families.

Jobs.

Salary bases.

Educational establishments.

Rating Models.

Talent profile content items.

Talent profile content item relationships.

Persons (employees, contingent workers, non-

workers etc)

Supported Business Objects – HCM File Based

Loader : -

Person contacts.

Person documentations (if any).

Departments.

Positions.

Work relationships & assignments.

Salaries.

Element entries.

**Note Before

- Business objects listed in the recommended initial upload order .

- Business objects which are not listed here will have to be taken through

the HCM extracts to pin point the exact fusion source ID.

- Custom business objects are not a part of the file based loader’s

capabilities. E.g. capturing of Facebook statuses, integration with twitter

etc.


HCM – File Based Loaders – Points To Note

While Updating Objects :-

Best practice states that only the relevant entities and attributes of a related object (s) should be updated and not the entire

business object. e.g. If a person’s address changes, then users can just upload the new address. *

Within an entity for an object, users can chose to omit optional attributes and can also change the order of the columns.

Users should note that if they change an attribute that appears in all entities of an object, then they should remember to

change it in all the entries of an object. e.g. The logical start date for a work relationship.

For Date Effective Objects :-

Users should avoid from uploading the complete object history. They can chose to upload a partial history. The changes are

applied automatically to the relevant physical records. e.g. changed attribute values within a effective start date and end

dates.

Users should specify logical start dates and logical end date for any object. **

Any primary objects such as primary assignments cannot be end dated with a logical end date unless they are tagged as

non-primary first.

**Note Before

* The exception to this general rule is work relationships. Users must upload all entities of the work relationship while uploading.

** For date effective objects, two additional columns exist in the data (.dat file) called LSD (logical start date )& LED (logical end date). Setting either of them to “Y”

indicates that a new value has been specified.



While Setting Attributes to NULL:-

Users can set non null attributes to “Null” using an appropriate directive value.

For example : If the value is a

VARCHAR2 or NUMBER value then users can use #NULL

DATE value then, users can set it to 31-DEC-0001 (or the equivalent date format)

For Any Flexfeilds:-

Users cannot upload any flexfeild data using the HCM File Based Loader. Only descriptive flexfeilds (DFF) are

supported by the File Based Loader. Users need to know the following steps.

1) Configure and deploy your flexfeilds using the Manage Flexfeilds Task.

2) Enter your flexfeild data in a supplied data (.dat) file and save it in .csv format.

3) Open a service request to have the required flexfeild data loaded from the .csv file into your environment.

This workaround is applicable only to the following tables :-

(1) PER_JOBS_F (2) PER_JOBS_LEG_F (3) PER_PERSONS (4) PER_ALL_ASSIGNMENTS_M (5) HR_ALL_ORGANIZATION_UNITS_F



For Cross Reference Business Objects :- Business objects which originate in the source environments may

reference other business objects within Fusion. For such objects cross referencing data is required.

Business Objects Oracle Fusion Tasks

Employment Action Reason Manage Action & Manage Action Reasons

Person Assignment Status Type Manage Assignment Status

Enterprise Manage Enterprise HCM Information

Talent Profile Content Item Manage Profile Content Items

Talent Profile Content Type Manage Profile Content Type

Talent Profile Type Manage Profile Types

Talent Instance Qualifier Sets Manage Instance Qualifiers

Legal Entity Manage Legal Entity

Legislative Data Group Manage Legislative Data Groups

Payroll Element Type Manage Elements

Payroll Element Input Value Manage Elements

Person Type Manage Person Types

Application Reference Data Sets Manage Reference Data Sets


FILE BASED LOADER - DEMONSTRATION

Step # 1

Configure load

batch process

Step # 2

Generating the

mapping file

Step # 3

Running the

inbound loader

process

Step # 4

Running the import

process and

reviewing the log

Step # 5

Load data into the

Fusion Application

tables

Step # 6

Validating the

loaded data

Step # 7

Updating the

loaded data

Step # 8

Correcting the

loaded data

Step # 9

Validating

corrected data


HCM – Spreadsheet Based

Loader


How It Works Supported Business Objects – HCM

Spreadsheet Based Loader : -

Locations.

Grade ladders.*

Grades.

Job families.

Jobs.

Departments.

Positions.

Persons (employees & contingent workers only).

Work relationships & assignments.

Educational establishments.

Salaries.

Talent profile content items.

Talent profiles.

Data Exchange Work

Area

Business Object

Spreadsheet

Oracle Fusion

Application Tables

Error HandlingLoad Batch Data To

Stage Tables

Generate Spreadsheet

Upload

Failed Objects

Load Batch Data

Upload

**Note Before

* Some of the spreadsheets support multiple objects. Grade ladders can also be used

to upload grade rates, grade rate values & grades.

Business objects listed in the recommended initial upload order .


HCM – Spreadsheet Loader – Supported Functionality

Using the spreadsheet loader, users can : -

Create supported objects.

Update any worker assignment records.

Users can also update salary records by indicating in the spreadsheet whether to create, update or delete.

Date Effectivity : -

While creating or updating worker assignment records, users can use SBL to both correct and update records.

To correct a record, specify the same effective start date which was used to create the record.

To update a record, specify a different effective start date.

Flexfeild Support : -

Descriptive flexfeilds - Locations, departments, jobs, job families, worker, worker relationship assignment spreadsheets.

Developer descriptive flexfeilds – worker & worker relationship assignment spreadsheets.

Extensible flexfeilds – Organization manager information, GL cost center information.

Work Day information is supported in the department spreadsheet.


SPREADSHEET LOADER - DEMONSTRATION

Step # 1

Generating the

spreadsheet

Step # 2

Entering the data

within the

spreadsheet

Step # 3

Importing data into

stage tables &

correcting data

Step # 4

Load data into the

application tables

Step # 5

Correcting load

errors (if any)

Step # 6

Validating the

loaded data


Future Enhancements


Future Enhancements

Spreadsheets to include a ‘Configure Flexfeild’ option. With this functionality, the users can select the

respective flex field type to include the columns within the spreadsheet.

Both import & load functions to be performed with you click the ‘Upload ’ . With this functionality, the load

batch data process can be eliminated.

Load errors will be reported in the original spreadsheet itself. With this functionality, users would not have to

extract the file into a separate 'errors spreadsheet’.

Use of inbound web services as an alternative to the conventional upload tools available.


Technology

Import data rahul vishwanath