HCM Data Loader Extracts

HCM Data Loader Extracts
Oracle Fusion Human Capital Management 11g Release 9 (11.1.9)

ORACLE WHITE PAPER
JANUARY 2016
Table of Contents
Introduction
1
HCM Data Loader Data Set Summary
Steps to success:
Copying the HCM Data Loader Data Set Summary Extract
Compile the Formulas for your Copied Extract
Configure your Copied Extract
Submit Your Extract
Compensation Changes
Steps to success:
Copying the Compensation Changes Extract
Compile the Formulas for Your Copied Extract
10
Configure Your Copied Extract
12
Submit your Extract
13
Table of Figures
Figure 1: Copying the HCM Data Loader Data Set Summary ................................................................................... 2
Figure 2: Finding your copy of the HCM Data Loader Data Set Summary extract .................................................... 3
Figure 3: Extract Definition ....................................................................................................................................... 3
Figure 4: Compile All Formula .................................................................................................................................. 4
Figure 5: Extract formulae are compiled ................................................................................................................... 4
Figure 6: Configure your Extract ............................................................................................................................... 5
Figure 8: Edit parameter definitions .......................................................................................................................... 6
Figure 7: Submit a Process or Report ....................................................................................................................... 6
Figure 8: Enter HCM Data Loader Data Set Summary Parameters .......................................................................... 7
Figure 10: Submit Extract ......................................................................................................................................... 7
Figure 9: Copying the Compensation Changes Extract ............................................................................................ 9
Figure 10: Finding your copy of the Compensations Changes Extract.................................................................... 10
Figure 11: Extract Definition ................................................................................................................................... 10
Figure 12: Compensation Changes Extract - Compile All Formula ......................................................................... 11
Figure 13: Extract formulae are compiled ............................................................................................................... 11
Figure 14: Refine HCM Extracts ............................................................................................................................. 12
Figure 15: Edit parameter definitions ...................................................................................................................... 13
HCM DATA LOADER EXTRACTS
Introduction
HCM Data Loader delivers the HCM Data Loader Data Set Summary as a predefined HCM Extract.
For coexistence customers, the Compensation Changes predefined extract provides the results of
compensation runs.
As with all predefined HCM Extracts, it is recommended that you take a copy of the predefined extract
and configure that copy to suit your use case. This document describes how to do this for the extracts
that support HCM Data Loader.
1 | HCM DATA LOADER EXTRACTS
HCM Data Loader Data Set Summary

The HCM Data Loader Data Set Summary extract provides status and record count information for the specified
data set and all business objects in that data set. All error messages raised are reported, along with references to
all records impacted by each error.
The delivered extract provides this output in XML format, ensuring that it is machine readable. You can provide a BI
Publisher layout to reformat the output and define delivery options to automate the delivery of your output.
Steps to success:
Copy the predefined extract.
Compile the formulas for your copy of the extract.
Configure your copy.
Submit your extract.
The following sections describe these steps in detail for the HCM Data Loader Data Set Summary.
Copying the HCM Data Loader Data Set Summary Extract

1.
Open the Manage HCM Extract Definitions page in the Data Exchange work area and search for the HCM
Data Loader Data Set Summary extract.
2.
Select HCM Data Loader Data Set Summary in the Search Results and click the Copy button. Specify a
name for your copy of the extract and click OK. After a few moments, your copy is created.
Figure 1: Copying the HCM Data Loader Data Set Summary Extract
Navigation: Data Exchange - Manage HCM Extract Definitions
3.
You receive a confirmation message when the copy is complete.
Compile the Formulas for your Copied Extract

1.
Search for your copy of the HCM Data Loader Data Set Summary extract on the Manage HCM Extract
Definitions page.
Figure 2: Finding Your Copy of the HCM Data Loader Data Set Summary Extract
2.
Click the name of your extract in the Search Results. The Extract Definition is displayed.
Figure 3: Extract Definition

3.
Click Switch Layout to edit the extract definition.
4.
On the left of the page, click the Extract Execution Tree folder. All formulas are in an error state.
Figure 4: Compile All Formulas
5.
Click Compile All Formula and periodically refresh the table data until green check marks appear, showing
that the formulas are successfully compiled.
Figure 5: Extract Formulas are Compiled
Configure your Copied Extract

1.
Open the Refine Extracts page in the Data Exchange work area and search for your copied extract.
2.
Click Edit against your copied extract in the search results
Figure 6: Configure Your Extract

Navigation: Data Exchange - Refine Extracts
3.
Click the Parameters tab to review the parameter definitions. Edit each parameter to update its Display,
Sequence, Parameter Basis, and Basis Value entries.
HCM DATA LOADER DATA SET SUMMARY PARAMETER UPDATES
Parameter
Display
Sequence
Parameter Basis
Basis Value
Process End Date
No
Context Binding
System Date
Process Start Date
No
Content ID
Yes
12
Data Set Name
Yes
13
Process ID
Yes
11
Show Messages
No
14
Constant Bind
Show StackTrace
No
15
Constant Bind
Parameters not listed here do not need modifying.
Figure 7: Edit Parameter Definitions
4.
Save your changes.
Your copy of the HCM Data Loader Data Set Summary extract can now be run. If you wish to configure your copy
further, refer to the HCM Extracts documentation for guidance on modifying the extract output and specifying
delivery options:
Oracle Fusion HCM Extracts Guide (MOS Doc ID: 1559127.1)
Oracle Fusion HCM Extracts: Delivery Options (MOS Doc ID: 1573099.1)
Submit Your Extract

1.
Navigate to Submit Extracts in the Data Exchange work area. Using the query by example fields, find your
extract and click Next.
Figure 8: Submit a Process or Report

Navigation: Data Exchange - Submit Extracts
2.
Enter the parameter values. Specify a flow name for this execution of your extract and identify the data set you
want to report on:
Parameter
Description
Parameter
Description
**Content ID
The content ID associated with the data set. This ID was assigned when you uploaded your source
file to the Oracle WebCenter Content server. The content ID is visible on the Import and Load Data
page.
**Process ID
The process ID of the process that created the data set. This ID was assigned when you submitted
your source file for processing by HCM Data Loader. The process ID is available on the Import and
Load Data page.
**Data Set Name
The data set name. This is also your source file name. It is visible on the Import and Load Data
page.
Process Configuration Group
Leave blank
**Enter any one of these parameters.
Figure 9: Enter HCM Data Loader Data Set Summary Parameters
3.
Click Next until you reach the Review page. Submit your extract.
Figure 10: Submit Extract
4.
A confirmation dialog appears when your extract is successfully submitted.
5.
Selecting OK and View Checklist opens the extract results.
Compensation Changes
The Compensation Changes extract is a predefined HCM Extract reporting assignment, salary, and bonus changes
generated in Oracle Fusion Compensation for a specific compensation run.
The delivered extract provides this output in XML format, ensuring that it is machine readable. You can provide a BI
Publisher layout to reformat the output and define delivery options to automate the delivery of your output.
Steps to success:
Copy the predefined extract.
Compile the formulas for your copy of the extract.
Configure your copy.
Submit your extract.
The following sections describe these steps in detail for the Compensation Changes Extract.
Copying the Compensation Changes Extract

1.
Open the Manage HCM Extract Definitions page in the Data Exchange work area and search for the
Compensation Changes Extract.
2.
Select Compensation Changes Extract in the search results and click the Copy button. Specify a name for
your copy of the extract and click OK. After a few moments, your copy is created.
Figure 11: Copying the Compensation Changes Extract

3.
You receive a confirmation message when the copy is complete.
Compile the Formulas for Your Copied Extract

1.
Search for your copy of the Compensation Changes extract on the Manage HCM Extract Definitions page.
Figure 12: Finding Your Copy of the Compensations Changes Extract
2.
Click the name of your extract in the search results. The extract definition is displayed.
Figure 13: Extract Definition

3.
Click Switch Layout to edit the extract definition
4.
On the left of the page, click the Extract Execution Tree folder. You may need to minimize the Data Group
hierarchy to see the Extract Execution Tree. All formulas are in an error state.
Figure 14: Compensation Changes Extract - Compile All Formula
5.
Click Compile All Formula and periodically refresh the table data until green check marks appear, showing
that the formulas are successfully compiled.
Figure 15: Extract Formulas Are Compiled
Configure Your Copied Extract

1.
Open the Refine Extracts page in the Data Exchange work area and search for your copied extract.
2.
Click Edit against your copied extract in the search results
Figure 16: Refine HCM Extracts
3.
Click the Parameters tab to review the parameter definitions. Edit each of the following parameters to update its
Display, Sequence, Parameter Basis, and Basis Value entries.
COMPENSATION CHANGES EXTRACT PARAMETER UPDATES
Parameter
Display
Sequence
Parameter Basis
Basis Value
Process End Date
No
Context Binding
System Date
Process Start Date
No
ExtractTarget
No
15
Constant Bind
HDL
Period Name
Yes
12
Plan
Yes
11
Process Id
Yes
13
Run Id
Yes
14
Parameters not listed here do not need modifying.
Figure 17: Edit Parameter Definitions
4.
Save your changes.
Your copy of the Compensation Changes Extract can now be run. If you wish to configure your copy further, refer
to the HCM Extracts documentation for guidance on modifying the extract output and specifying delivery options:
Oracle Fusion HCM Extracts Guide (MOS Doc ID: 1559127.1)
Oracle Fusion HCM Extracts: Delivery Options (MOS Doc ID: 1573099.1)
Submit your Extract

6.
Navigate to Submit Extracts in the Data Exchange work area. Using the query by example fields, find your
extract and click Next.
7.
Enter the parameter values. Specify a flow name for this execution of your extract and identify the
Compensation Run on which you want to report:
COMPENSATION CHANGES EXTRACT PARAMETERS
Parameter
Description
Plan
The compensation plan name.
Period Name
The period name for the compensation run.
Process ID
The process ID for the compensation run.
Run ID
The run ID for the compensation run.
Process Configuration Group
Leave blank.
Supply either the Plan and Period Name, or the Process ID, or the Run ID.
8.
Click Next until you reach the Review page. Submit your extract.
9.
A confirmation dialog appears when your extract is successfully submitted.
10. Selecting OK and View Checklist opens the extract results.
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HCM Data Loader Extracts
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HCM Data Loader Extracts

Oracle Fusion Human Capital Management 11g Release 9 (11.1.9)

HCM Data Loader Data Set Summary

Copying the HCM Data Loader Data Set Summary Extract

Compile the Formulas for your Copied Extract

Configure your Copied Extract

Submit Your Extract

Copying the Compensation Changes Extract

Compile the Formulas for Your Copied Extract

Configure Your Copied Extract

Submit your Extract