05.oracle HCM Cloud R11 Loading Workers

5
Loading Workers
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Lesson Objectives
After completing this lesson you should be able to:

• Understand how user accounts are created
• Load worker records
• Identify the mandatory components you need to supply to load
a new worker
• Load supervisors and update existing workers
• Cancel or terminate a work relationship
• Correct or reverse a termination
• Run the post-load processes
• Load user updates
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User Account Creation
When you load worker records, by default:

• A user-account request is created automatically for each
worker.
• Roles are provisioned automatically to workers, as specified
by current role-provisioning rules.
• Workers are notified automatically of their sign-in details.
Worker Object
• The Worker business object includes all Global HR

information related to a person.
• You can use the Worker business object to load data through
HCM Data Loader during data conversion or any other
situation where data needs to be loaded in bulk.
• Supply worker data in the Worker.dat file for processing by
HCM Data Loader.
Worker Object: Structure
The Worker object comprises the following components:
Loading Workers: General Considerations
When loading worker objects, you need to consider the following:

• Person numbers
• User names
• Primary records
• Employment information
• Referenced values
Loading Basic Worker Records
When loading new workers, you are recommended to supply only

the following mandatory components, with the full date-effective
history you require for each worker:
• Worker
• Person Name
• Work Relationship
• Employment Terms
• Assignment
Worker Record
• The worker record includes the following details:

– Person number
– Date of birth
– Country of birth
– Blood type
– Correspondence language
• To load worker records using HCM Data Loader, you must:
– Use the discriminator Worker
– Use the worker attributes when loading a new worker
Person Name Record
• The person name record includes the common and legislative

specific components of the worker’s name.
• Person names are created with both a global name and local
name.
• To load person name records using HCM Data Loader, you
must:
– Use the discriminator PersonName
– Use PersonName attributes when loading a new worker
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Work Relationship
• A work relationship:
– Is the highest level in the employment model and exists for
every worker for a legal employer.
– Includes information regarding the type of relationship that
exists between the person and the enterprise.
• To load worker records using HCM Data Loader, you must:
– Use the discriminator WorkRelationship
– Use WorkRelationship attributes to load a new worker.

Employment Terms
• The employment terms includes the terms and conditions

associated with one or more assignments.
• To load Employment Term records using HCM Data Loader,
you must:
– Use the discriminator WorkTerms
– Use WorkTerms attributes to load a new worker

Assignment
• For the three-tier employment model, the assignment attribute

values can differ from the employment terms.
• For the two-tier employment model, supply the assignment
record with identical date-effective splits and attribute values
to the Employment Terms record.
• To load Assignment records using HCM Data Loader:
– Use the discriminator Assignment
– Use Assignment attributes to load a new worker

Loading Supervisors
• You are recommended not to provide supervisor records with

new worker data but load them separately in a different zip
file.
• For every supervisor record, there must be corresponding
Assignment and Employment Terms rows that should match
with the supervisor records on EffectiveStartDate,
ActionCode, and ReasonCode.
– Employment Terms Manager
— Discriminator – WorkTermsSupervisor
— WorkTermsSupervisor attributes
– Assignment Manager
— Discriminator – AssignmentSupervisor
— AssignmentSupervisor attributes

Updating Existing Workers
• You update existing workers when you need to perform an

incremental data load, including integration with external
systems.
• HCM Data Loader supports two different update modes that
impact how future dated records are handled:
– Retain
– Replace

Changing the Hire Date
• To change the hire date, provide:

– The new date in the NewStartDate of the work relationship
– Only the work relationship record
• The work terms and assignment records are maintained
automatically
SET PURGE_FUTURE_CHANGES N
METADATA|WorkRelationship|SourceSystemOwner|SourceSystemId|PersonI
d(SourceSystemId)|LegalEmployerName|PersonNumber|DateStart|WorkerT
ype|NewStartDate
MERGE|WorkRelationship|HRC_SQLLOADER|WR-
HDLWorkerTerm_111_1|HDLWorkerTerm_111_1|Vision
Corporation|HDLWorkerTerm_111_1|1990/07/16|E|1985/07/16

Canceling a Work Relationship
To cancel a work relationship, supply the work relationship record

with a CancelWorkRelationshipFlag attribute set to Y.
ype|CancelWorkRelationshipFlag
Corporation|HDLWorkerTerm_111_1|1985/07/16|E|Y

Terminating a Work Relationship
To terminate a work relationship:

• Supply the work relationship record with a
TerminateWorkRelationshipFlag attribute value of Y
• Specify the date for the termination against the
ActualTerminationDate attribute.
ype|TerminateWorkRelationshipFlag|ActualTerminationDate|ActionCode
|ReasonCode
Corporation|HDLWorkerTerm_111_1|1985/07/16|E|Y|1999/07/16|RESIGNAT
ION|RESIGN_PERSONAL

Correcting a Termination Date
• A terminated work relationship is corrected based on the new

ActualTerminationDate supplied.
• To correct a work relationship termination, set the
CorrectTerminationFlag attribute to Y.
ype|CorrectTerminationFlag|ActualTerminationDate
Corporation|HDLWorkerTerm_111_1|1985/07/16|E|Y|2001/01/15

Reversing a Termination
To reverse a terminated work relationship, supply the work

relationship record with a ReverseTerminationFlag attribute set to
Y.
ype|ReverseTerminationFlag
Corporation|HDLWorkerTerm_111_1|1985/07/16|E|Y

Post-Load Processes
After an initial or incremental load of worker records, you run a set

of processes to complete data setup in the Oracle HCM Cloud
environment. You run these processes in the following order from
the Scheduled Processes work area:
• Synchronize Person Records
• Refresh Manager Hierarchy
• Update Person Search Keywords

User Object
You can use the user object to:

• Create requests to update existing users.
• Perform the following actions for an Oracle HCM Cloud user
account:
– Create requests to update a user name, suspend a user, or
activate a user.
– Create requests to add or remove roles for a user.
– Directly update the CredentialsEmailSent value in the
PER_USERS table.

Loading User
• You must supply user data in the User.dat file for processing
by HCM Data Loader.
• The discriminator User is used to load user records using
HCM Data Loader. Supply the following User attributes when
updating existing users:
– SourceSystemId / SourceSystemOwner
– PersonNumber
– Username
– CredentialsEmailSent
– Suspended
– RoleCommonName
– AddRemoveRole

Demonstrations
• L7-1 Loading Flexfield Data

• L7-2 Hiring Workers
• L7-3 Terminating Work Relationships
• L7-4 Rehiring Workers
• L7-5 Loading a New Primary Assignment
• L7-6 Making a Primary Assignment Secondary
• L7-7 Loading Multiple Changes Per Day Data

Practices
• 7-1: Loading Flexfield Data

• 7-2: Hiring Workers
• 7-3: Terminating Work Relationships
• 7-4: Rehiring Workers
• 7-5: Loading a New Primary Assignment
• 7-6: Making a Primary Assignment Secondary
• 7-7: Loading Multiple Changes Per Day Data

Quiz
Q
The assignment attribute values can differ from the employment
terms for the three-tier employment model.
a. True
b. False

Quiz
Q
It is recommended to provide supervisor records for new workers
in the same zip file as the new worker data.
a. True
b. False

Quiz
Q
The post-load process that communicates changes to person and
assignment records that have occurred since the last data load to
consuming applications, such as Oracle Fusion Trading
Community Model and Oracle Identity Management, is known as:
a. Synchronize Person Records
b. Update Person Search Keywords
c. Refresh Manager Hierarchy

Lesson Summary:
In this lesson you should have learnt about:

• User account creation
• Loading worker records
• Identifying the mandatory components you need to supply to
load a new worker
• Loading supervisors and updating existing workers
• Canceling or terminating a work relationship
• Correcting or reversing a termination
• Running the post-load processes
• Loading user updates

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved.

After completing this lesson you should be able to:

When you load worker records, by default:

• The Worker business object includes all Global HR

The Worker object comprises the following components:

When loading worker objects, you need to consider the following:

When loading new workers, you are recommended to supply only

• The worker record includes the following details:

• The person name record includes the common and legislative

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 7 - 10

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• The employment terms includes the terms and conditions

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• For the three-tier employment model, the assignment attribute

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• You are recommended not to provide supervisor records with

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• You update existing workers when you need to perform an

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• To change the hire date, provide:

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To cancel a work relationship, supply the work relationship record

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To terminate a work relationship:

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• A terminated work relationship is corrected based on the new

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To reverse a terminated work relationship, supply the work

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After an initial or incremental load of worker records, you run a set

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You can use the user object to:

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• L7-1 Loading Flexfield Data

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• 7-1: Loading Flexfield Data

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In this lesson you should have learnt about:

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