HCM

Data Loader (HDL)

Advanced Topics

Prasanna Borse
Oracle HCM Cloud Center of Excellence
June, 2017

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Safe Harbor Statement
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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
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HDL Advanced Topics
1. Overview
2. Architecture
3. Supported Keys
4. Date Effective Updates
5. Full vs Partial History
6. Duplicate Person Check
7. Multiple Assignments
8. Post Conversion Programs
9. Considerations for Legal Entity Setup in Coexistence
10. Useful Apps
11. FBL2HDL
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Overview

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What is HCM Data Loader?
Inbound Bulk Integration Solution

Inbound Oracle Fusion HCM Bulk Integration Solution.

Loads bulk data from any source
Supports business objects for many Oracle Fusion HCM products,
including:
- Global Human Resources - Global Payroll
- Compensation - Talent
- Absence Management - Profile Management
- Performance Management - Time and Labor
- Workforce Management

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 Comprehensive Object and Data Type Support

Business Objects Document Attachments Business Object support

across the product family
Global Human
Global Payroll Compensation
Resources
Bulk loading of:
Absence Time and
Talent
Management Labor
Flexfield Data
Performance Profile Workforce
Management Management Management Person Images
Flexfield Data Translation Data Documents of Record
Attachments
Translation Data
Department and
Person Images Tree Hierarchies Organization hierarchies

Moon Corporation

Production Finance Marketing Sales

Research Development QA Hardware Applications

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Processes Compressed Zip Files
METADATA|Job|SourceSystemOwner|SourceSyst
emId|EffectiveStartDate|EffectiveEndDate|
Name|JobCode|ActiveStatus|SetId|Language
MERGE|Job|PSFT|14112342|2010/01/01|4712/1
2/31|Accountant|ACC101|A|202|USM
ETADATA|JobGrade|SourceSystemOwner|Source

Zip files can contain:

SystemId|JobId(SourceId)|EffectiveStartDa
te|EffectiveEndDate|GradeId
MERGE|JobGrade|PSFT|14112312341|14112342|
2010/01/01|4712/12/31|1842

One or more business object

files
Attachments
Files of Large Object data
Zip files can be encrypted

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Accepts Files from Oracle WebCenter Content Server
METADATA|Job|SourceSystemOwner|SourceSyst
emId|EffectiveStartDate|EffectiveEndDate|
Name|JobCode|ActiveStatus|SetId|Language
MERGE|Job|PSFT|14112342|2010/01/01|4712/1
2/31|Accountant|ACC101|A|202|USM
ETADATA|JobGrade|SourceSystemOwner|Source

Upload to Oracle WebCenter

SystemId|JobId(SourceId)|EffectiveStartDa
te|EffectiveEndDate|GradeId
MERGE|JobGrade|PSFT|14112312341|14112342|

Content server via:

2010/01/01|4712/12/31|1842

User interface
Web service

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HCM Data Loader Supported Business Objects
Global HR Extended Lookup Grade Step Translation Department Tree Node Checklist Template
Extended Lookup Translation Grade Rate Organization Tree Checklist Translation
Legislative Data Group Grade Rate Translation Organization Tree Node Checklist Task Translation
Legislative Data Group Translation Grade Ladder Document Type Worker
Action Reasons Grade Ladder Translation Document Type Translation Person Contact
Action Reasons Translation Step Rate Translation Name Format Person Contact Relationship
Actions Job Family Person Type Person Disability
Actions Translation Job Family Translation Person Type Translation Schedule Assignment
Calendar Event Job Legislative Data Group Security Profile Absence Case
Calendar Event Translation Job Translation Organization Security Profile Allocated Checklist
Resource Exception Organization Country Security Profile Document Record
Location Organization Translation Position Security Profile Document Record Delivery Preference
Location Translation Position Document Type Security Profile Areas of Responsibility
Grade Position Translation Person Security Profile Delegated Role
Grade Translation Department Tree Role Mapping
Global Payroll Element Entry
Talent Education Establishment Rating Category Translation Content Item Rating Description Goal
Education Establishment Translation Rating Level Translation Translation Goal Plan
Rating Model Content Item Talent Profile Goal Plan Set
Rating Model Translation Content Item Translation Talent Profile Translation Talent Pool
Content Items Relationship Talent Pool Translation
Compensation Salary Basis Salary

Absences Person Accrual Detail Person Entitlement Detail Person Absence Entry
Time and Labor Time Record Group

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HCM Data Loader Benefits

Increased Object Coverage User Experience

Absences Error Management
Talent Objects Easy navigation and reconciliation of data
Oracle Time and Labor Comprehensive yet clear status and record count
HR: Security Profiles, Checklists information
Attachment and person image support Business Object whitepapers delivered to provide
All descriptive and extensible flexfields supported targeted data loading guidance

Process Improvements Architecture Improvements

No requirement for a cross reference file Metadata driven architecture and new objects can
Data created through the UI can be updated by User be added easily
Key Easy formatting of data file for readability and
extracting data from multiple sources
Parallelization of non dependent objects and
intelligent sequencing of dependent objects

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Process Flow (UI)

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Bulk Data Loading Process Flow
- Review supported business objects and hierarchical shape
- Initiate file
- Transform and extract data in Oracle HCM Cloud business object shape
- Review status and messages
- Generate zip file

Source System

HCM Cloud

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Importing and Loading your Compressed Zip Files
Automated User Managed
When When
Ongoing regular and incremental updates Data Migration
How One-off updates
Web-service call to upload file to Oracle How
WebCenter Content server
Import and Load Data page
Web-service call to submit file for processing with Select and submit file
HCM Data Loader
Monitor progress
Web-service call to run status report in HCM Review messages and errors
Extracts Correct attribute values for failed objects
Resubmitt failed records

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User Managed Processing
Select a file from the
WebCenter Content
server, or a local file
Specify action:
Import only
Import and load
Monitor progress
Review messages and
failed records
Correct attribute values
Initiate Load
Navigation: Data Exchange - Import and Load Data

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Monitor Progress
The page is divided into:
Data Sets
A data set is created for
each zip file you submit for
processing

Business Objects
A business object is created
for each dat file with a valid
name supplied in your zip
file (data set).
Navigation: Data Exchange - Import and Load Data

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Progress Icons

Not ready (locked) The process cannot be started, it is dependent on another process completing.
Ready The process is ready to start.
In Progress The process is running.
Completed Successfully The process completed with no errors or warning raised.
Completed with Warnings The process completed but warnings were raised.
Completed with Errors The process completed but errors were raised.
Stopped The process has been manually stopped.
Messages exist Messages exist, click the icon for more details.

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Record Counts
Available at Data Set and
Business Object levels

Counts for file lines Imported

and Objects generated and
processed

Non-zero Failed counts

navigate to Error Management

Navigation: Data Exchange - Import and Load Data

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Reviewing Messages
Review summary of
messages raised
Number of occurrences of
each message provided
Message summary can be
extracted to spreadsheet

Navigation: Data Exchange - Import and Load Data - Messages (icon)

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Error Management
Review failed record details:
Attributes
All attributes available and the values
supplied
Source System Reference
Any references supplied against the data
line
Physical Row
The data line as provided in the file

Update attribute values by clicking

Edit

Navigation: Data Exchange - Import and Load Data - Failed (count)

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Status and Error Reporting
Data Set Summary Data Set Status
Machine readable status and summary for a specific data set User friendly output to analyze complex errors

Available from HCM Extracts User friendly output to analyze complex errors for
a specific business object, record, or message
XML machine readable format
Available from Diagnostic Framework
Output can be customized
Includes
Can be invoked by web-service call
Status
Includes Record counts (file line and object)
Status ESS process information
Record counts (file line and object) SET and METADATA lines supplied
Error messages raised Message text with stack trace
Identifiers to all records impacted by each error Failed and unprocessed record identifiers

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Business Objects
-Hierarchy
-File Shape
-Commands

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Understanding the Business Object Shape
Business Object Hierarchies

Hierarchical shape of business object

components
One more child business object
components
Supports
Multiple child occurrences
Ability to load child components
independently

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Understanding the Business Object Shape: Job
Child Components

Hierarchical shape Job

Made of up one of more business object

components Job Valid Grade

Job Evaluation

Job Extra Information

Job Legislative Extra

Information

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Understanding the Business Object Shape: Job
Component Attributes
Attributes
Job Attributes
Attributes
Set of attributes to hold data for the component
Unique key for the record Attributes
Job Valid Grade
Attributes
For child components
Unique key to the parent record Job Evaluation Attributes

Job Extra Info Attributes

Job Legislative
Attributes
Info

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Understanding the Business Object Shape: Job
Component Attributes
Job
EffectiveStartDate
EffectiveEndDate
JobCode
SetCode
Job Legislative
Name Job Valid Grade Job Evaluation Job Extra Information
JobFamilyId Information
JobFamilyName EffectiveStartDate JobCode EffectiveStartDate EffectiveStartDate
ActiveStatus
EffectiveEndDate SetCode EffectiveEndDate EffectiveEndDate
FullPartTime
GradeCode EvaluationCriteria JobCode JobCode
JobFunctionCode JobCode DateEvaluated SetCode SetCode
ManagerLevel SetCode EvaluationSystem SequenceNumber SequenceNumber
MedicalCheckupRequired KnowHow JeiInformationCategory JeiInformationCategory
RegularTemporary Accountability FLEX:PER_JOBS_EIT_EFF FLEX:PER_JOBS_LEG_EFF
BenchmarkJobFlag MeasuredIn EFF_CATEGORY_CODE EFF_CATEGORY_CODE
BenchmarkJobCode ProblemSolving InformationType InformationType
ProgressionJobCode

ApprovalAuthority
ActionReasonCode

25
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Understanding the Business Object Shape: Job
Component Attributes
Attributes
Job Attributes
Attributes
Supports
Supplying child records independently Attributes
Job Valid Grade
Attributes

Job Evaluation Attributes

Job Extra Info Attributes

Job Legislative
Attributes
Info

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Example Job.dat
COMMENT Create Accountant Job
METADATA|Job|EffectiveStartDate|SourceSystemOwner|SourceSystemId|Name|JobCode|ActiveStatus
|Set|Language
MERGE|Job|2010/01/01|VISION|103|Accountant|ACC|A|FIN|US
METADATA|JobGrade|EffectiveStartDate|SourceSystemOwner|SourceSystemId|JobId(SourceSystemId
)|GradeCode|SetCode
MERGE|JobGrade|2010/01/01|VISION|235|103|AC1|FIN
MERGE|JobGrade|2010/01/01|VISION|238|103|AC2|FIN
MERGE|JobGrade|2010/01/01|VISION|241|103|AC3|FIN
MERGE|JobGrade|2010/01/01|VISION|233|103|AC4|FIN

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Supported File Line Instructions
SET FILE_ESCAPE , SET
Override default behavior.

COMMENT Job Maintenance File COMMENT

Ignored, for user readability.
METADATA|Job|JobCode|SetCode|EffectiveStartDate|Effective
EndDate|ActiveStatus|Name
METADATA
Defines components and attributes included in the file. Remove
attribute names if not supplying values.

MERGE|Job|SE|COMMON|2000/01/01||A|Software Engineer MERGE

MERGE|Job|ACC|COMMON|2000/01/01||A|Accountant Unique identifier for the record being maintained along with
values to be added to Oracle Fusion.

DELETE|Job|AC1|COMMON|||| DELETE
Unique identifier for the record to be deleted.

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METADATA Instruction
COMMENT Create Accountant Job Each DAT file must have at least one
METADATA|Job|EffectiveStartDate|SourceSystemOwner|Sourc METADATA line
eSystemId|Name|JobCode|ActiveStatus|Set|Language
METADATA defines the components and
MERGE|Job|2010/01/01|VISION|103|Accountant|ACC|A|FIN|US
attributes included
METADATA|JobGrade|EffectiveStartDate|SourceSystemOwner|
SourceSystemId|JobId(SourceSystemId)|GradeCode|SetCode Only include a METADATA line for the
MERGE|JobGrade|2010/01/01|VISION|235|103|AC1|FIN components you have data for
MERGE|JobGrade|2010/01/01|VISION|238|103|AC2|FIN Only specify the attributes you are
MERGE|JobGrade|2010/01/01|VISION|241|103|AC3|FIN supplying values for
MERGE|JobGrade|2010/01/01|VISION|233|103|AC4|FIN

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MERGE Instruction
COMMENT Create Accountant Job Include the component discriminator
METADATA|Job|EffectiveStartDate|SourceSystemOwner|Sourc after the MERGE instruction
eSystemId|Name|JobCode|ActiveStatus|Set|Language
MERGE lines appear after the
MERGE|Job|2010/01/01|VISION|103|Accountant|ACC|A|FIN|US
METADATA line for the component
METADATA|JobGrade|EffectiveStartDate|SourceSystemOwner|
SourceSystemId|JobId(SourceSystemId)|GradeCode|SetCode Supply attribute values in the order
MERGE|JobGrade|2010/01/01|VISION|235|103|AC1|FIN you defined them in the METADATA
MERGE|JobGrade|2010/01/01|VISION|238|103|AC2|FIN
line
MERGE|JobGrade|2010/01/01|VISION|241|103|AC3|FIN
MERGE|JobGrade|2010/01/01|VISION|233|103|AC4|FIN

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SET and COMMENT Line Structure
SET line format
SET <parameter> <value>
Example:
SET FILE_DELIMITER ,

COMMENT line format

COMMENT <comment>
Example:
COMMENT New job definitions with date effective history

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SET Instruction
SET FILE_DELIMITER <new value> Must be placed at the top of the dat
file
Used to override default settings
SET FILE_ESCAPE <new value>

SET FILE_NEW_LINE <new value>

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SET Instruction.. continued
SET PURGE_FUTURE_CHANGES <Y/N>

SET DISABLE_POST_PROCESS_TASKS <ESS Program>

SET DISABLE_POST_PROCESS_TASKS RefreshManagerHierarchy
SET DISABLE_POST_PROCESS_TASKS UpdatePersonSearchKeywords

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File Line Order
SET FILE_DELIMITER |
COMMENT Create Accountant Job
METADATA|Job|EffectiveStartDate|SourceSystemOwner|S
ourceSystemId|Name|JobCode|ActiveStatus|Set|Languag
e METADATA|JobGrade|EffectiveStartDate|SourceSystemOw
MERGE|Job|2010/01/01|VISION|103|Accountant|ACC|A|FI
N|US
COMMENT Valid Grades for Job Accountant
METADATA|JobGrade|EffectiveStartDate|SourceSystemOw
ner|SourceSystemId|JobId(SourceSystemId)|GradeCode|
SetCode
MERGE|JobGrade|2010/01/01|VISION|235|103|AC1|FIN
MERGE|JobGrade|2010/01/01|VISION|238|103|AC2|FIN
MERGE|JobGrade|2010/01/01|VISION|241|103|AC3|FIN
MERGE|JobGrade|2010/01/01|VISION|233|103|AC4|FIN
COMMENT Create Accountant Job
METADATA|Job|EffectiveStartDate|SourceSystemOwner|S
ourceSystemId|Name|JobCode|ActiveStatus|Set|Languag
e
ner|SourceSystemId|JobId(SourceSystemId)|GradeCode|
SetCode
MERGE|Job|2010/01/01|VISION|103|Accountant|ACC|A|FI
N|US
COMMENT Valid Grades for Job Accountant
MERGE|JobGrade|2010/01/01|VISION|235|103|AC1|FIN
MERGE|JobGrade|2010/01/01|VISION|238|103|AC2|FIN
MERGE|JobGrade|2010/01/01|VISION|241|103|AC3|FIN
MERGE|JobGrade|2010/01/01|VISION|233|103|AC4|FIN

SET command to be supplied before any METADATA line

METADATA line to appear before the first MERGE line for that component

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Business Object dat File Format - Summary

COMMENT Create Accountant Job Business object hierarchy specific. For

METADATA|Job|EffectiveStartDate|SourceSystemOwner|So example:
urceSystemId|Name|JobCode|ActiveStatus|Set|Language Job
MERGE|Job|2010/01/01|EBS- Worker
UK|103|Accountant|ACC|A|FIN|US Salary
METADATA|JobGrade|EffectiveStartDate|SourceSystemOwn
er|SourceSystemId|JobId(SourceSystemId)|GradeCode|Se
Named for the hierarchy it contains data
tCode for, for example Location.dat, Worker.dat
MERGE|JobGrade|2010/01/01|EBS-UK|235|103|AC1|FIN Pipe-delimited
MERGE|JobGrade|2010/01/01|EBS-UK|238|103|AC2|FIN
Flexible
MERGE|JobGrade|2010/01/01|EBS-UK|241|103|AC3|FIN
MERGE|JobGrade|2010/01/01|EBS-UK|233|103|AC4|FIN
Each line starts with an instruction
Definition and data lines contain a
component discriminator

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HCM Data Loader Documentation
User Guide and Business Object white papers
1664133.1
HCM Data Loader: User Guide
User guide: All the information covered in
this training is available in this guide.
Automating HCM Data Loader white
paper

2020600.1
HCM Data Loader: Business Object
Documentation
Lists supported business objects
Provides links to business object white papers.

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