Cloud data loading

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Importing Data - Overview

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There are two mechanisms available for importing data into Fusion Human Capital Management

1. HCM File Base Loader (FBL)

2. Spreadsheet Data Loader

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Importing data intoOracle Applications

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Importing DataWhich tool to choose?

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Sr.No Spreadsheet Data Loader HCM File Based Loader

1. Helps loads simple hierarchical and non-hierarchicaldata.

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 isrequired.

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.

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Program Agenda

Importing Data

Oracle Fusion HCM File Base Loader (FBL)

Oracle Fusion HCM Spreadsheet Data Loader

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2

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Oracle HCM File Base LoaderUse Cases


• Data Migration

– Legacy Application Retirement

• Data Replication

– Integration with third partyapplications

– Coexistence scenario

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Oracle HCM File Base LoaderHow FBL Works?

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Import Source Datato Stage Tables Stage Tables

Load Data toApplication Tables

Application Tables

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Configure the Load Batch Data Process

Define Oracle Fusion Business

Object

Generate the Mapping File of CrossReference

Information

Import Sourceto the StageTables

Load Data from Stage Tables to the Application Tables

Fix Batch-Load Errors

OracleWebCenterContentServer

Import Cross Reference

Information to the Source

Environment

Map Source Datato the ReferenceData

Extract the Source Data

Place Extracted Data on the Oracle WebCenterContent

Server

MappingFile

MappingFile

SourceData

SourceData

Application Tables

Oracle Fusion HCM

Any Source

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Oracle HCM File Base LoaderSupported Business Objects


Order BusinessObject Dependencies Comments

1 Action None

2 ActionReasons Actions

3 Location None

4 BusinessUnit None You must map each business unit to a default set immediately after load.

5 Grade None

6 GrateRate Grate, BusinessUnit

7 Job Family None

8 Job Job Family,Grade

9 SalaryBasis GradeRate

10 Establishment None

11 RatingModel None

12 TalentProfile ContentItem

RatingModel

Order BusinessObject Dependencies Comments

13 TalentProfileContentItemRelationship

Content Item, Establishment

14 Person None Employees, contingent workers, pending workers, and nonworkers

15 PersonContacts Person

16 Person Documentation

Person Citizenship, Passports, and Visas only.

17 Department Location, Person,Business Unit

18 Position Job,Department

19 WorkRelationship Person,Position Includes contracts for the 3-tier (single assignment – single contract) employmentmodel.

20 Salary SalaryBasis

21 ElementEntry WorkRelationship

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Oracle HCM File Base LoaderSample Data with which we will work

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Person Number will be STUDENT<xxx>,where xxx is the number assigned to you.

For these employees, our sample load files will include the following 10 business objects:

•Location•Business Unit•Grade•Grade Rate•Job Family•Job•Person•Department•Position•Work Relationship

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Program Agenda

Importing Data

Oracle Fusion HCM File Base Loader (FBL)

Oracle Fusion HCM Spreadsheet Data Loader

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2


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Oracle HCM Spreadsheet Data LoaderPoints to Note

Using Spreadsheet Loader Users Can:

Create supportedobjects.

Update any worker assignment records.

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

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.

Flexfield 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.

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Object


Information




Oracle WebcenterContentServer



Environment




Server

MappingFile

MappingFile

SourceData

SourceData

Application Tables

Oracle Fusion HCM

Any Source

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Object


Information




Oracle WebcenterContentServer



Environment




Server

MappingFile

MappingFile

SourceData

SourceData

Application Tables

Oracle Fusion HCM

Any Source

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Object


Information




Oracle Web CenterContentServer



Environment




Server

MappingFile

MappingFile

SourceData

SourceData

Application Tables

Oracle Fusion HCM

Any Source

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Object


Information







Environment




Server

MappingFile

MappingFile

SourceData

SourceData

Application Tables

Oracle Fusion HCM

Any Source

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Oracle HCM File Base Loader


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 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 Bene

* 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 beenspecified.

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Oracle HCM File Base LoaderPoints to Note


While Setting Attributes toNULL:

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)

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Flexfields


Flexfield Support :

Using FBL, users can load DFF data for the following business objects.

Departments (PER_ORGANIZATIONS_DF)

Grades (PER_GRADES_DF)

Citizenship (PER_CITIZENSHIPS_DFF)

Assignments (PER_ASG_DFF)

Ethnicities (PER_ETHNICITIES_DFF)

Jobs (PER_JOBS_DFF)

Locations (PER_LOCATIONS_DF)

Organization Unit (PER_ORGANIZATION_UNIT_DFF)

Persons (PER_PERSONS_DFF)

**Note Before

For any other flexfield data, users will have to -

a. Configure & deploy the flexfield data using the Manage Flexfields task.

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

c. Open a service request to have the required flexfield data loaded from the .csv file into yourenvironment.

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Reference Material

Recommended My Oracle Support Documents

• Data Migration and Integration Advisor:Oracle Fusion HCM (Doc ID 1572625.1)

• Oracle Fusion Human Capital Management File-Based Loader for Release 7 and Release 8 (Doc ID1595283.1)

• R8 Data Conversion Reference Library (DOC ID 1666323.1)

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Oracle Fusion HCM Spreadsheet Data LoaderHow Spreadsheet Data Loader Works?


Data Exchange WorkArea

BusinessObject Spreadsheet

Load Batch Data to StageTables

ErrorHandling

Application Tables

Generate Spreadsheet Upload Failed Objects

Upload

Refresh

**NoteBene

* Some of the spreadsheets support multiple objects. Grade ladders can also be used to uploadgrade rates, grade rate values & grades.

Business objects listed in the recommended initial upload order .

Load Batch Data to Application Tables

Failed Objects

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ErrorHandling

Application Tables


Upload

Refresh

**NoteBene




Failed Objects

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ErrorHandling

Application Tables


Upload

Refresh

**NoteBene




Failed Objects

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ErrorHandling

Application Tables


Upload

Refresh

**NoteBene




Failed Objects

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ErrorHandling

Application Tables


Upload

Refresh

**NoteBene




Failed Objects

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Oracle HCM Spreadsheet Loader


Reference Material

Recommended My Oracle Support Documents

• Data Migration and Integration Advisor:Oracle Fusion HCM (Doc ID 1572625.1)

• Example Spreadsheets for Fusion HCM Spreadsheet Data Loader (Doc ID 1580082.1)

• R8 Data Conversion Reference Library (DOC ID 1666323.1)

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Activitythe documentThe Following activities can be found at

ImportActivityGuide.pdf1.Configuring the Load Batch Data Process2.Generating the Mapping File 3.4.5.6.7.8.9.10.11.

Creating HCM File-Based Loader Sample DataDelivering Data to the Oracle WebCenter Content Server Importing and Loading Data to Oracle Fusion HCM Reviewing the Log FileLoading Data to the Application Tables Validating Loaded DataUpdating Loaded DataCorrecting Load ErrorsValidating Updated Data


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Summary

• Methods of importing data into OracleFusion HCM

•Load data with Spreadsheet Loader

• Load data with File Base Loader


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Sample Implementation of Cloud graphicsOracle Fusion HCM

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Final Words

I’m hoping that you have, at least, a basic understanding of OTL by now.

If anything goes wrong while you are implementing it always double check your Preferences and Profile Options, but especially your Preferences.

There’s no substitute for experience …or reading the documentation. So do that as well.

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Thank You!

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Cloud data loading

Technology

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