GuideforHCMExtracts

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GuideforHCMExtracts

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GuideforHCMExtracts

DocumentControl
Change Record

Date Author Version Change Reference

10-April-2012 Ventrapragada Rajasekhar/ Parag 0.1 First Release

Jain/Shesha Shila Bharadwaj R
04 July- 2012 Parag Jain 0.2 Details of Changes Only functionality
29-Aug-2012 Parag Jain 0.3 Note added for Delivery Option setup under sub-point-20 of Manage HCM
Extract Definition
23-Oct-2012 Ventrapragada Rajasekhar 0/4 Details on Copy and Export/Import functionality
16-Jan-2013 Shesha Shila Bharadwaj R 0/5 Corrected Document and added Criteria Formula , Rollback
19-Mar-2013 Shesha Shila Bharadwaj R 0/6 Added Section on Recursive Scheduling
21-Mar-2013 Shesha Shila Bharadwaj R 0/7 Add Changes Only Attribute level features.
13-May-2013 Shesha Shila Bharadwaj R 0/8 Added Generating DBI for flex fields
0-June-2013 Alison Firth 0/9 Edited guide for publication to MOS

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GuideforHCMExtracts

Contents
Overview........................................................................................................................................................................................................................6

TasksrelatedtoExtracts:...........................................................................................................................................................................................7

Architecture...............................................................................................................................................................................................................8

CaseStudy:FastBankwantstosetupandrunHCMExtract........................................................................................................................................9

ManageHCMExtractDefinitions.................................................................................................................................................................................10

RefineHCMExtracts[OptionalSetup].........................................................................................................................................................................50

SubmitanHCMExtracts..............................................................................................................................................................................................55

SubmitanHCMExtractsRecursiveScheduling.....................................................................................................................................................62

ViewHCMProcess.......................................................................................................................................................................................................67

RollbackPayrollRun.....................................................................................................................................................................................................69

HowtodefineFastFormulae.......................................................................................................................................................................................70

SampleFormula.......................................................................................................................................................................................................74

HowtosetupChangesOnlydataextract...................................................................................................................................................................80

ChangesOnlyModes...............................................................................................................................................................................................81

GeneratingDBIforflexfields........................................................................................................................................................................................85

IntegrationwithBIPublisher.......................................................................................................................................................................................87

InstallingBIPublisherPlugin...................................................................................................................................................................................89

Definingthereport..................................................................................................................................................................................................93

Appendix....................................................................................................................................................................................................................106

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SampleScenarioofusingchangesonly(AttributeOnlymode)............................................................................................................................106

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Overview
UseHCMExtractsforarchiving,reporting,andasanoutboundinterfacingtool.ThisdocumentincludesinformationonhowyoucanusetheHCMExtracttool
tocreateOutBoundinterfacing,orreporting.

TheDataExchangeworkareaallowsyoutoperformtasksrelatedtoInBoundandOutBoundinterfaces,whichallowsexchangeofdatabetweendifferentHR
systems.

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TasksrelatedtoExtracts:
ManageHCMExtractDefinitions
Definenewextracts,edit/modifyordeletetheexistingextracts
Extractdefinitioncontainsdetailsofwhatdatashouldbeextractedandthestructureinwhichdataneedstobeextracted,andhowthisdatashould
bedelivered(ftp,email,fax,etc)asformattedoutput(xls,csv,pdf,etc)usingBIpublisher

RefineHCMExtracts(optionalstep)
Whenwecreateanextract,theapplicationcreatesaflowpattern(i.e.checklist)automatically,whichincludesataskforexecutingtheextract.
Wecanrefinetheflowbyaddingpreorposttasksthatneedtobeexecutedalongwithdataextraction.

SubmitHCMProcess
Submittheextractforprocessingafterenteringtheparametervalues.Iftheextractdefinitioncontainsdeliveryoptionsthatspecifyanoutputformat
anddeliverymethod(email,ftp,etc),thentheoutputwillbegeneratedthroughtheintegrationwithBIPublisherapplication.

ViewHCMProcessResults(optionalstep)
ArchivedoutputstoredintablescanbeviewedatanytimethroughResultsUI.

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Architecture

Theextracteddataisretrievedfromthedatabase,throughdifferentmeans,forexample,FastFormula,BalanceGroupsandCustomLogicdefinedinPLSQLor
Javamethod.
AHCMExtractdefinitioncontainsrecords(groupingofattributes)thatcontainmultipledataelements(attributes).TheserecordsarearchivedbasedonFast
FormulaDatabaseItem(DBI)groups,orbasedonthestructureofthebalancegroup,orbasedonlogicdefinedinPLSQLorJavamethod.

TheextracteddataisarchivedintoresulttablesandstoredasanXMLoutputinthedatabase.ThisXMLoutputistransformedintoformattedoutputofHTML,
PDF,EFT,XLS,etcanddeliveredasemail,fax,ftp,print,etcbasedonthedeliveryoptionssetupfortheextract.

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CaseStudy:FastBankwantstosetupandrunHCMExtract
FASTBankisaglobalorganizationwithsubsidiariesallovertheworld.Itrequiresaheadcountreportwithdepartmentandemployeedetails.Theemployee
informationneedstobegroupedateachdepartmentlevel.TheyneedtodistributethisreportthroughFTPto3rdPartyasXML/Flatfile,andemailedtotheHR
manager.Togeneratethisreport,FASTBankmustdefineanextractandrunitusingtheHCMExtracttoolwithinFusionHCM.

FastBankExtractDesign
This Extract consists of 2 logical entities or blocks (i.e. Departments, Employees), which consists of few records in each block and different type of data
elements.

Blockrepresentsalogicalentity,whichcontainsSQLqueryforgettingdata,Forexample:Organizations,Persons,Employees,etc.
Block links allow you to define the parentchild relationship between the entities. For example: you can link Department and Employee blocks through
Department_ID.
Recordisacollectionoffields(dataelements)whichshouldbearchived/extracted.

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ManageHCMExtractDefinitions
1) ClickontheDataExchangeworkareatoperformtasksrelatedtoextracts.

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2) DataExchangeworkareahas4tasks(asmentionedabove)relatedtoHCMExtracts.

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3) ClickonManageHCMExtractDefinitions.
searchforexistingextractsandclickonNametoview/edit
orclickonCreatetodefineanewextract

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4) Provideanamefortheextractdefinition,andselectthetypeofextractandsavethedefinition.
TheTagNamefieldisderivedanddefaultedautomaticallybasedontheextractnameyouenter(forallleveli.e.definition,parameters,blocks,records
anddataelements)andwillbeusedwhilegeneratingtheXMLoutput.

NOTE:ChangetheSessionEffectiveDatetoafixedvalue(forexample:01/01/2000)beforeyoucreateorupdateanydata.Entitiessuchascriteria,
records,dataelementsetc.dateeffectiveanddated,soincaseyouarecreating/editingtheextractsetupwithdifferentSessionEffectiveDatesthenthose
entitieswillgetcreatedwithdifferentdates.Thiswillcauseextractdefinitiontoproducenonuniformarchivefordifferentdates.

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5) Afteryousavetheextractdefinitionandbasedonthetypeofextractselected,theapplicationautomaticallycreatesanumberofparameters.Youcan
optionallyadd/edit/deleteadditionalparametersfromtheparameterstableregion.Theseparameterscanbeusedinthefilterconditions,calculationsor
extractedasdataelements.

6) ClickontheExtractBlockfolderonthelefthandsidenavigationtree.TheExtractBlocksregionopens.
ClickonCreatetodefineanewblock.
Ablockrepresentsalogicalentity,whichcontainsSQLqueryforfetchingdata,forexample,datasuchas:organizations,persons,employees.

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7) ProvidedetailsfortheblockandclickonSaveandCreateAnothertodefinethenextblock.
CreatealltheblocksneededforthisExtract.
MarkthestartingorparentblockfromwhereyouwanttheextractiontostartusingtheRootBlockoption.
UserEntity(LogicalEntity)isthenameofthequeryforfetchingtherequireddata,forexample,departmentsandemployees.

FrequentlyusedUserEntities:

Person:PER_EXT_SEC_PERSON_UE
o Togetallpersonsacrosstheenterprise,and
o Togetallpersonrelatedattributes):
Worker:PER_EXT_SEC_PERSON_UE
o Togetallworkersacrosstheenterprise,and
o Togetallperson,worker(relationship,term,assignment)relatedattributes
WorkerPayroll:PER_EXT_PAY_EMPLOYEES_UE
o Togetallworkersandtheirpayrollsacrosstheenterprise,and
o Togetallperson,worker(relationship,terms,assignment),payroll
(relationship,term,assignment)relatedattributesandElemententrydata

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8) Createthesecondblockforthiscasestudy,andclickonSaveandClose.

9) OnceallblocksarecreatedthenclickonExtractBlockfolderinthenavigationtreetoviewExtractBlocks.
SelecteachchildblockrecordinExtractBlockstableanddefineBlockLinkdetails.
Blocklinksenableyoutodefinethemasterdetailofparentchildrelationshipbetweentheentities,forexample,employeeanddepartmentblocksare

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linkedwithDepartment_ID.

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10) Onceallblocklinksaredefined,selecteachblockavailableundertheExtractBlockfolderanddefinethecriteriaandrecordsforeachblock.Usingthe
ExtractBlockCriteria,youcanspecifythefilterconditionsofwhatdatayouwanttoextract.Also,youcanspecifytheconditionsasanexpressionand/or
fastformula.Toaddblockcriteria;clickontheAddbuttonintheExtractBlockCriteriatable.

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11) YoucandefineblockcriteriaexpressionusingtheEditiconinCriteriaExpression.

BlockcriteriaexpressionistranslatedintoWHEREclauseofSELECTqueryandprovidesbetterperformancecomparedtocriteriaformula.
YoucancreateblockcriteriaformulausingtheManageFastFormulasUIandbyselectingtheExtractCriteriaformulatype.Theformulareturnsasingle
valuecalledeitherEXCLUDEorINCLUDE,hasavalueofTRUEorFALSEanddetermineswhethertoprocesstherecord.
MoredetailsonFastformulascanbefoundhere

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12) CreateanextractrecordbyselectingtheCreatebuttonintheExtractRecordstableoftheExtractBlockdetailspage(screenshotstep9).
Anextractrecordisaphysicalcollectionoffields(dataelements)whichyouwanttoextract.
Providethefollowingdetails:thetypeofrecord(Header/Trailer/Details)andtheprocesstype:fastformula/balancegroup/customlogic.
Ifablockhas3records,thentheapplicationusesthesequencevaluetoidentifytheprocessingorder,andthenextblockvaluetoidentify
thenextblocktoprocess.

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13) SavingtherecordenablesyoutoselecttheCreatebuttonintheDataElementstable.
DataElementsaretheindividualfieldsinsidetherecord.Providethefollowingdetails:thetype(DBIgroup),rule,decodedelement,andthestring,and
therequiredfieldsbasedontheselectedtype.Therecordoutputisstoredinatablewith300columnsandthelocationofthisfieldiscapturedinthe
OutputColumnvalue.
ClickonSaveandCreateAnothertodefineallthedataelementsinthisrecord.

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DataelementswithDatabaseItemGroupasthetype(referboxabove)areassociatedwithafastformuladatabaseitemthatcorrespondstoSQLquery
forfetchingthefieldvalue(Forexample:OrganizationName,PersonFullName,JobName,etc.).

YoucanaddalltherequireddataelementsoftherecordoneindividuallyusingtheSaveandCreateAnotheroption.

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Youcanaddconditionalactionstorecordsanddataelementswithinarecord,thatspecifyanaction,suchas,logerrororwarning,tobeperformedwhen
theconditionisevaluatedastrue.Youcanspecifyaconditionasanexpressionorasfastformula.DefineformulausingManageFastFormulasUIwith
formulatypeasExtractAdvancedCondition,andreturnvalueofYorNforoutputvariableDO_ACTION.

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14) Onceallthedataelements(fields)ofrecordaredefined,thenyoucangenerateandcompiletheFastformulawhichcontainsthecodeforextractingthis
recorddata.

Note:AswellasusingtheCompileFormulaoptionyoucanalsodefinethecompleteextractandgeneratefastformulas.NotetheGeneratedFastFormula
names[asshowninabovescreenshot]andusetheNavigatormenuPayrollCalculationworkareaManageFastFormulasUISearchbygivingtheFormula
NameandLDG,edittheformulaandclickonCompileoption.MoredetailsonFastformulascanbefoundhere

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15) Similarlydefineotherblocks,criteria,recordsanddataelements.

a. BlockcriteriaforEmployeesblock

b. CreaterecordswithintheEmployeesblock.

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c. CreateadataelementforFullNamewithintheEmployeesblock.

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d. CreateadataelementforDateofBirthwithintheEmployeesblock.

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e. CreateadataelementforGenderwithintheEmployeesblock.YoucreatetheGenderdataelementasaDecodedDatabaseItemgroup,because
thistypeofelementallowsyoutodecodethevaluereturnedbytheDBIgroup.

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f. CreateadataelementforSalarywithintheEmployeesblock.

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g. CreateadataelementforBonuswithintheEmployeesblock.YoucreatetheBonusdataelementasaRecordcalculationtype,becausethistype
ofdataelementallowsyoutodefineanexpressionbasedonotherdataelementsandparameters.

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h. CreateadataelementforTaxRatewithintheEmployeesblock.YoucreatetheTaxRatedataelementasaRuletype.Dataelementswithatype
valueofRule(refertothescreenshot)willbeassociatedwithfastformula.YoucandefinefastformulausingtheManageFastFormulasUIwith
formulatypeasExtractRule.Theformulacontainsthelogicforcalculatingthevalueyouwanttoextractfromthedataelement.

MoredetailsonFastformulascanbefoundhere

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i. ClickontheCreateoptionoftheExtractRecordstabletocreateadditionalrecordsintheDepartmentsBlock.

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j. CreateanextractrecordforDepartmentSummarywithintheDepartmentsblock.

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k. CreatedataelementswithintheDepartmentSummaryrecord.

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l. CreatedataelementforRecordCodewithintheDepartmentSummaryrecord.

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m. CreatedataelementforReportDatewithintheDepartmentSummaryrecord.

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n. CreatedataelementforEmployeeCountwithintheDepartmentSummaryrecord.

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16) Youcannavigatetoanyblockorrecordintheextractdefinitionbyclickingthelinksinthenavigationtree.Toviewthecompleteexecutiontree,selectthe
ExtractExecutionTreeoption.Thisactionvalidatestheextractdefinitionsetupandtheapplicationprovidesvalidationmessages,alongwithfastformula
compilationstatus.

ClickontheExporttoXSDbuttontodownloadtheXMLSchemaDefinition(.xsd)fileforthisextractsetup.

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YoucanviewtheexportedXSDthroughanybrowser.Thefilecontainsthestructureoftheextractdefinition,blocks,records,anddatadlements

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17) Afterdefiningtheextract[setupandstructure]details,definetheformattingorlayoutoptionsusingBIPublisher.
MoredetailsonBIPublisherareavailablehere.

18) YoucandefinethedeliveryoptionsforanextractbyspecifyingtheBIpublishertemplate,deliveryfileoutputtype(PDF/XLS/XML/DOC)anddeliverymode
(FTP/email/fax).ThedeliverymodecanalsobeDocumentsofRecordwhichallowsyoutostoretheoutputinthedatabase(forexample,thisallows
employeestoviewonlinepayslipsfromdocumentsofrecord).
YoucanspecifyaburstingnodeifyouwanttosplitandbursttheXMLoutputintoseparatefiles.Forexample:ifyouwantallemployeestoreceivea
payslipasanemailthenyoucansettheburstingnodetoEmployee_ID.

Note:YoucanalsoviewtheformattedoutputdirectlyfromtheBIPublisher.

19) Basedonthetypeofdeliverymodeyouselect,youmayneedtoprovideadditionaldetails.Forexample,ifyouselectFTPasthedeliverytype,thenyou
mustprovidetheserver,usernameandpassworddetails.

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20) Oncealldeliveryoptionsaredefined,youcanassociatethemwithdifferentreportingcategories.

ImportantNoteforDeliveryOptionsSetup:
1. IntegrationofextractsandBIP(theabilitytoviewoutputdirectlyfromextractsUIratherthannavigatingtoBI)isavailableinRelease4.Thisallows
userstoviewtheoutputdirectlyaftertheextractprocessiscomplete.
2. SavetheBIreportinanyofthe'SharedFolders'locations(accessibletoalllogins),insteadofthe'MyFolders'location(accessibletotheloggedinuser
only).UsersonRelease3SaaSenvironmentsshouldcontacttheirBIadmintocreatetherequiredfolderstructure.

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3. SpecifytheextractdeliveryoptionwiththeBIreportpathandtheprocesscanaccessthereportandshowtheoutputdirectlyfromtheUI.The
suggestedvaluesare:
a. Reportpath:/Custom/HumanCapitalManagement/ReportName.xdo
b. Templatename:LayoutnamegivenintheBIReport
c. Deliverytype:None

4. RuntheextractandviewtheoutputthroughtheViewHCMProcess.

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CopyinganExtract

YoucanusetheCopyfacilitytomakecopyofanexistingextract.
Searchandselecttheextractthatyouwanttocopy,andclickontheCopybutton.
Specifythenewextractdefinitionname,andclickonOk.

Anewextractiscreatedanddisplayedinthesearchlist,(extractdefinitionincludingparameters,blocks,records,dataelementsarealsocopiedcopied).

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Export/ImportofExtract

Youcancreateacopyofanexistingextractwithintheinstanceoracrossinstances(i.e.TesttoProductioninstanceinsteadofrecreatingthecomplete
extractmanually),thenyoucanusetheExportImportoption.

Searchandselecttheextractthatyouwanttoexport,andselecttheExportXSDFilebutton.
SelecttheSaveFileoptionandsaveittolocalfilesystem[completeextractdefinitionsetupinformationisdownloadedasXSDfile].

Selecttheinstancewhereyouwanttoexportthisextract,andselecttheImportXSDFilebutton.
Specifythenewextractdefinitionname,selectthelegislativedatagroupandtheXSDfileyoudownloadedearlier,andclickonOk.

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Theapplicationcreatesanewextractandyoucanquerytheextractfromthesearchregion.

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RefineHCMExtracts[OptionalSetup]
1) Afteryoudefineanextractaflowpatternisautomaticallycreatedwiththesamenameastheextract.Theflowpatternenablesyoutodefineanexecution
sequenceofmultipletasks,andenablesyoutoaddanypreorposttasksalongwithextractionofdata(defaulttaskthatiscreatedautomatically).

YoucanviewandmodifytheflowpatternusingtheRefineHCMExtractstask.YoucansearchforexistingflowpatternsandselectEdittoviewormodify.

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2) Youcanaddadditional(preorpost)tasks(ifneeded).

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3) Youcanmodifythesequenceinwhichyouwanttoexecutethesetasks(ifneeded).

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4) Youcandefineadditionalparameterstouseacrossmultipletasksintheflowpattern(ifneeded).
YoucanalsoeditparametersbyselectingtherequiredparameterrowandclickingontheEditIcon.

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5) WhenaParameteriscreatedinHCMExtractsSetupUIitisautomaticallyvisibleintheflowtorefine.Ifyouwanttoassociateacommonlookupwiththe
parameter,thenselecttherequiredparameter,andclickontheEditIcononthetopoftable.

SelectDisplayFormatandchooseLookupChoiceList.Inthelookupfieldprovidethecommonlookupcodeyouwanttodisplay.Thislookupisdisplayed
fortheparameterwhenyousubmittheprocess.

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SubmitanHCMExtracts
1) Aflowpatternwiththesamenameastheextractisautomaticallycreatedwhenyoudefineanextract.
YoucanruntheflowpatterndirectlyusingtheSubmitanHCMProcessoption.YoucanalsoaccessthistaskfromtheNavigatormenu>PayrollChecklist
workarea>SubmitaProcessorReport.

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2) Specifythenameforthecurrentflowrun(FlowInstance)andtheparametervalues,andselectNext.

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3) Ifthistaskisdependentonothertasksfromdifferentflowpatterns,thenyoucanspecifyinteractiondetails(Optional).
Forexample,ifyouwouldlikethistasktowaitbecauseanothertaskisrunning,thenselectNext.

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4) ReviewtheExtractandclickonSubmit.

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5) SelectOKorOKandViewChecklisttoviewtheprocessstatus.

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6) Ifyouselectedtoviewthechecklist,thenthestatusdisplays.

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7) ReviewtheStatuscolumn,ifthestatusdoesnotindicateagreentick,thenyoucanrefreshthestatusbyclickingontherefreshicon.Repeatthisprocess
untilthegreenticksappearagainstalltherows.Iftheprocesstakestoolong,thenyoucanquerythestatusofanyextractexecutedearlierbyusingthe
ViewanHCMProcessoption.

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SubmitanHCMExtractsRecursiveScheduling
Youcanselectthefollowingoptionsforrecursivescheduling:Daily,Weekly,andMonthly.Ifyouwanttocreateyourcustomschedule,youneed
tocreateaFastFormulaoftypeFlowSchedule.YoucancreateacustomschedulebycreatingafastformulawithFlowScheduleandreturn
whennextflowhastoberuni.egapindays.

UseCase:Yourequirerecursiveschedulingforevery5minutes.

Stepstofollow:

a) CreateafastformulawithFlowScheduleasthetype.

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GuideforHCMExtracts
b) Writeformulatoreturnnumberofdaysasgap.Inthiscasesincewerequire5minutes,return,((1/24)/60)*5daysasreturnvaluefor
flowscheduleformula.

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/*****************************************************************************

FORMULANAME:SampleFlowSchedule

FORMULATYPE:FlowSchedule

DESCRIPTION:Formulatoreturnadatetime.

ReturnsNEXT_SCHEDULED_DATE;

FormulaResults:

NEXT_SCHEDULED_DATEThiswillbeadatetimevaluewithyyyyMMddHH:mm:ssformat.

*******************************************************************************/

/*Inputs*/

INPUTSARESUBMISSION_DATE(DATE),SCHEDULED_DATE(DATE)

/*Calculations*/

NEXT_SCHEDULED_DATE=ADD_DAYS(SCHEDULED_DATE,0.00347)

/*Returns*/

RETURNNEXT_SCHEDULED_DATE

/*EndFormulaText*/

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c) FollowsamestepstoSubmitHCMProcess,includingbelowvaluesinSchedulesection.

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d) Theinstanceisgeneratedevery5minutesfromwhentheprocessissubmitted.

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ViewHCMProcess
1) ViewHCMprocessallowsyoutoviewtheresultsofanextractrun.SearchforthedifferentrunsofextractbyenteringtheFlowPatternname.

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GuideforHCMExtracts
2) SelecttheflowinstancenametodisplaythestatuspageandselecttheGotoTaskicontoshowthereportoutput.

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GuideforHCMExtracts

RollbackPayrollRun
1) OpenPayrollChecklist>SubmitaProcessorReport,selecttheRollBackProcesstask.

2) EnterthePayrollFlownametoindicateittobeaRollbackruninstance.SelectthePayrollProcessLookupandselectthePayrollFloworInstancethatyou
wanttorollback.ThisPayrollFloworFlowInstancecanbeChangesOnlyrunalso.SubmittheflowandselecttheOkandViewChecklistoption.

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HowtodefineFastFormulae
YoucanlaunchtheManageFastFormulasUIfromtheNavigatorMenuPayrollCalculationworkarea>ClickingontaskManageFastFormulas.

Thefollowingtableliststhedifferenttypesofformulayoucanuseforextracts:

FormulaType Description
ExtractCriteria FormulasofthistypewillbelistedintheBlockCriteriaFastformulalist,canbeusedforspecifyingcomplexcriteriawhichindicatesif
recordshouldbeextractedornot
ExtractRule FormulasofthistypewillbelistedintheRuletypeDataElementsFastformulaslistcanbeusedforderiving/calculatingdataelementvalue
ifitisbasedoncomplexlogicorbusinessrules
ExtractAdvanced FormulasofthistypewillbelistedintheRecord/DataElementAdvancedconditionsFastformulaslist canbeusedforspecifyingcomplex
Condition conditionswhichindicatesifactions(eg:logerror/warning)shouldberaised.
ExtractRecord Formulasofthistypewillbegenerated automaticallywhenusingGenerateFormulaoptioninExtractRecords

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1) Youcanquery/view/edit/createformulasfromthisUI.Fastformulacancontainanycomplexbusinesslogic,andyoucanuseitalongwithextracts.

2) EntertherelevantfastformuladetailsandselecttheContinuebutton.EntertheformulatextintheManageFormuladetailspage.

[SampleExtractRuleformulatextisgivenbelow]

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ExtractRuleformulashouldhavevaluereturnedthroughvariableRULE_VALUE

Similarlyextractcriteria(blockcriteria)formulashouldhavevaluereturnedthroughvariableINCLUDE/EXCLUDEandreturnvalueasTRUE/FALSE.

[SampleExtractCriteriaformulatextisgivenbelow]

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SampleFormula

BlockCriteriaFormula:
1)SampleBlockCriteriaFormulatofilterbasedonruntimeDepartmentName.

a)CreateExtractParameteroftexttype,withnameDEP_NAME.
b)FormulatofilterbasedonruntimeDEP_NAME

DEFAULTFORPER_ASG_ORG_NAMEIS''
dept_name_from_dbi=PER_ASG_ORG_NAME
dept_name_from_param=GET_PARAMETER_VALUE('DEP_NAME')
IFdept_name_from_dbi=dept_name_from_paramTHEN(
INCLUDE='TRUE'
)ELSE(
INCLUDE='FALSE'
)
returnINCLUDE

===

2)SampleBlockCriteriaFormulatofilterbasedonruntimeRelationshipAttribute1.

Usecase:HerePeriodsofServicecustomerflexstoresPayrollProviderinATTRIBUTE1.

a)CreateExtractParameteroftexttype,withname'ProviderName'andEssParameternameas'Provider_Name'.
b)FormulatofilterbasedonruntimeDEP_NAME

DEFAULTFORPER_REL_ATTRIBUTE1IS''
rel_attribute1_from_dbi=PER_REL_ATTRIBUTE1
provider_param=GET_PARAMETER_VALUE('Provider_Name')
IFrel_attribute1_from_dbi=provider_paramTHEN(
INCLUDE='TRUE'

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)ELSE(
INCLUDE='FALSE'
)
returnINCLUDE

Inthescenariosabove,thereisaknownissueifPayrollProviderNameorDepartmentNamehasaspace.Ensurethatyoutruncatethe
parameteruntilfirstspace;otherwisetheresultsmighthaveadifferentoutput.Thefollowingbugneedstobefixedtoresolvetheissue.
BUG15921815RUP3MAINTAINANCE:SPACEISNOTWORKINGPARAMETERS,UNABLETOGETSENTENCES

3)BlockCriteriaFormulatodealwithMultiRowData.

DEFAULTFOR"PER_EXT_CONT_CONTACT_TYPE"IS''
INPUTSARE"PER_EXT_CONT_CONTACT_TYPE"(text)

INCLUDE='FALSE'

IF("PER_EXT_CONT_CONTACT_TYPE"='M')THEN(
INCLUDE='TRUE'
)

RETURNINCLUDE

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RuletypeFormula:

1) Usecase:GetPrimaryNIDofContact

GetContactPersonIdviaDataElement,setPERSON_IDcontexttoContactPersonId,GetDBIValueofPrimaryNIDtogetNIDofcontact
effectively.Bythiswayyoucangetanyinformationrelatedtocontact.

a)Createadataelementwithdbias'ExtractContactPersonId,withshortcodeas'CONTPID'.

b)Createa'ExtractRule'TypeFormula(CONTACT_NID_FF)withthefollowingtext:

DEFAULTFORDATA_ELEMENTSISEMPTY_TEXT_TEXT

DEFAULTFORPER_PER_PRIMARY_NID_NUMBERIS''

INPUTSAREDATA_ELEMENTS(TEXT_TEXT)

X=DATA_ELEMENTS['CONTPID']

CHANGE_CONTEXTS(PERSON_ID=TO_NUMBER(X))
(
RULE_VALUE=PER_PER_PRIMARY_NID_NUMBER
)

RETURNRULE_VALUE

c)CreateRuletypedataelement(withName:ContactNID)assiblingofdataelementcreatedin(1).
AssociateCONTACT_NID_FFasfastformula.

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2) Usecase:GetContactFullName

GetContactPersonIdviaDataElement,setPERSON_IDcontexttoContactPersonId,GetDBIValueofPersonLocalNametogetLocalNameof
contacteffectively.Bythiswayyoucangetanyinformationrelatedtocontact.

a)CreateadataelementwithDBIas'ExtractContactPersonId,withshortcodeas'CONTPID'.

b)Createa'ExtractRule'TypeFormula(CONTACT_LOCNAME_FF)withthefollowingtext:

DEFAULTFORDATA_ELEMENTSISEMPTY_TEXT_TEXT

DEFAULTFORPER_PERSON_LOCAL_FULL_NAMEIS''

INPUTSAREDATA_ELEMENTS(TEXT_TEXT)

X=DATA_ELEMENTS['CONTPID']

CHANGE_CONTEXTS(PERSON_ID=TO_NUMBER(X))
(
RULE_VALUE=PER_PERSON_LOCAL_FULL_NAME
)

RETURNRULE_VALUE

c)CreateRuletypedataelement(withName:ContactLocalFullName)assiblingofdataelementcreatedin(1).
AssociateCONTACT_LOCNAME_FFasfastformula

3) UseCase:UsingPredefinedFormulaFunctions.

Youcangetavailabilitydetailsofapersonusingpredefinedfastformulafunctionbetweenastartdateandanenddate.

DEFAULTFORDATA_ELEMENTSISEMPTY_TEXT_TEXT
INPUTSAREDATA_ELEMENTS(TEXT_TEXT)

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SDATE=TO_DATE(SUBSTR(TRANSLATE(DATA_ELEMENTS['StartDate'],
'01234567890:.TZ','01234567890:.'),1,19),'YYYYMMDD
HH24:MI:SS')
EDATE=TO_DATE(SUBSTR(TRANSLATE(DATA_ELEMENTS['EndDate'],
'01234567890:.TZ','01234567890:.'),1,19),'YYYYMMDD
HH24:MI:SS')

RULE_VALUE=to_char(GET_PAY_AVAILABILITY('ASSIGN',SDATE,EDATE,'Y','Y','N','N','H'))

RETURNRULE_VALUE

4) UseCase:WorkingwithArrayDBIs

GetallContactNames,commaappendedassingleitem.

CreatearootblockwithAssignmentUserentity,whichsetscontextofPersonId.PER_EXT_CONT_FIRST_NAMEwillreturnyouarrayof
contactnamesassociatedwiththeperson.

CreateaRuleElementwiththefollowingcodeandassociateitwithadataelement(ContactNames)inrootblock.

DEFAULT_DATA_VALUEforPER_EXT_CONT_FIRST_NAMEIS''

I=1
N=''
WHILEPER_EXT_CONT_FIRST_NAME.EXISTS(I)LOOP
(
IFI<>1THEN
(
N=N||','
)
N=N||PER_EXT_CONT_FIRST_NAME[I]

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GuideforHCMExtracts
I=I+1
)
RULE_VALUE=N
RETURNRULE_VALUE

5) UseCase:Usinglooptoiterateandgetvalue

Youcangetthelastterminationdateofanemployee.

DEFAULT_DATA_VALUEforPER_HIST_ASG_REL_ACTUAL_TERM_DATEIS'01JAN0001'
(DATE)

I=1
MAXTDATE='01JAN0001'(date)
@DEFAULTDATE='01JAN0001'(date)

WHILEPER_HIST_ASG_REL_ACTUAL_TERM_DATE.EXISTS(I)LOOP
(

IF(PER_HIST_ASG_REL_ACTUAL_TERM_DATE[I]>MAXTDATE)THEN(
MAXTDATE=PER_HIST_ASG_REL_ACTUAL_TERM_DATE[I]
)
I=I+1
)

IF(MAXTDATE=DEFAULTDATE)THEN(
RULE_VALUE=''
)ELSE(
RULE_VALUE=TO_CHAR(MAXTDATE,'YYYY/MM/DD')
)

RETURNRULE_VALUE

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HowtosetupChangesOnlydataextract
1) Navigatetotheextractdefinition,andaddanextractparametercalledChangesOnlybyclickingonAddbutton.Note:YoumustenterthevalueofESS
ParameterasCHANGES_ONLYinuppercaseswithoutanyspellingmistakes.

2) Setupmultithreadingdatabaseiteminanyoneoftheblocks.
IfyouarechoosingPAYROLL_RELATIONSHIP_IDequivalentDBIasthethreadingdatabaseitem(presentinuserentity),thenyouneedtoselectthe
threadingactiontypeas"Relationshipactions".IfyouarechoosinganyuniqueDBIitemotherthanPayrollRelationshipId,thenyoucanuseObject
Actions.

Forexample:ifyouselectthePER_EXT_PAY_EMPLOYEES_UEuserentity,thenyoucanhavethreadingdatabaseitemas
PER_EXT_PAY_HR_ASSIGNMENT_IDandthreadingactiontypeas'ObjectActions'.

Note:Thisstepshouldbeperformedforanewextractblockonly.Youcannotmodifyexistingextractblockstoaddathreadingdatabaseitem.

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3) RuntheExtractDefinitionwithCHANGES_ONLY='N'now,sothatitproducesXMLwithcompletedata.

4) RuntheextractwithCHANGES_ONLY='Y'tofetchthedatathathasbeencorrectedorupdatedsincethelastrunonly.Ifanydatachangesareobserved
fromapreviousrun,thenthosechangeswouldreflectinthegeneratedXMLonly.

ChangesOnlyModes
TherearefourmodesforChangesOnly.ChangesOnlyModes(c),(d)mentionedbelowwillonlyworkfromREL5onwards.

a) FullExtract(N:No,displayfulldetails)

IfyourunanextractwithChangesOnlyvalueasN,thenitwouldbeafullextract,and,thereforeentiredatawouldbeextractedinthesystem.
GenerallyyouneedtorunextractasNforfirsttimeandthereafterchooseothermodesofChangesOnly.

b) ChangesOnlyatblocklevel(Y:Yes,displayalldetails)

IfyourunanextractwithChangesOnlyvalueasY,onlydatathathaschangedfromapreviousrunwouldbeextracted.Inthiscase,evenifasingle
attributeischanged,entireattributesoftheblockwouldbeextracted(evenifotherattributesarenotchanged).

c) ChangesOnlywithattributelevelchanges(ATTRIBUTE:Yes,displaynewandmandatorydetails)

IfyourunanextractwithChangesOnlyasATTRIBUTE,theextractwouldreturnallchangesfromapreviousrunandonlyattributeswhichare
changedwillbeextracted.

Forthismodetowork,youmustperformafewextrastepswhiledefiningdataelements.

Step1:

Foreachblockdefinedintheextract,youmusthighlightatleastonedataelementintheblockasaKeyDataElement.Thedataelementyouchoose
mustbeunique(forexample:AssignmentId,PersonId,PersonNumber,CitizenshipId,VisaId,PhoneId).Itwouldbeideallyprimarykeyfortheuser
entityyouarechoosing.Forexample:forAssignmentandPayEmployeeUserEntityitwouldbeAssignmentIdandforPersonUserEntityitwouldbe
PersonId.

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Step2:

ForeachblockyoudefineinanExtract,highlightatleastonedataelementasChangedDataElement.Thedataelementyouchooseshouldbean
attributewhichalwaysdisplaysandwillbeusedtoidentifytherecordforwhichdatahaschanged.Forexample,PersonNumber,PersonNameisthe
attributewhichwillberequiredtoidentifywhoserecordhaschanged.

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d) ChangesOnlywithattributechangesandoldvalues(ATTRIB_OLD:Yes,displaynew,old,mandatorydetails)

IfyouprovidevalueofChangesOnlyasATTRIB_OLD,thisoptionextractsonlyattributeschangedfromapreviousrunalongwithitsoldandnew
value.Youneedtoperformthesamestepsasin(c)forthismodetowork.

SampleXMLOutputwithATTRIBUTEchanges:

AsamplescenarioofattributelevelchangesisprovidedintheAppendixsection.

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GuideforHCMExtracts

GeneratingDBIforflexfields
TheGenerateDatabaseItemsprocessallowsyoutogenerateDBIfortheflexfieldsassociatedwithparticularcontext.

Navigator>PayrollChecklist

Selectthe'SubmitaProcessorReport'option.

SearchandselectforGenerateDatabaseItems.

ProvideauniquefreetextvalueforthePayrollFlowfield.

ProvideavalidDDForEFFnamefor'Name'andvalidcontextrelatedtotheEFFtypedinfor'Context'.

Singlerowcontextsaresupportedandforfollowingfrequentlyusedflexfields.

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PER_ORGANIZATION_INFORMATION_EFF,PER_ACCRUAL_PLAN_LEG_DDF,PER_ASG_LEG_DDF,PER_ASSIGNMENT_EIT_EFF,PER_JOBS_EIT_EFF,
PER_JOBS_LEG_EFF,PER_LOCATION_INFORMATION_EFF,PER_LOCATION_LEG_EFF,PER_PERSON_EIT_EFF,PER_PERSON_LEGISLATIVE_DATA_LEG_DDF,
PER_PERSON_NAME_LEG_DDF,PER_POSITIONS_EIT_EFF,PER_POSITIONS_LEG_EFF,PER_PPS_LEG_DDF

Supportformultirowcontextassociatedwithflexfieldistrackedthoughfollowingenhancement:

Bug16737421NEEDSUPPORTFORGENERATIONOFMULTROWFLEXDBI

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IntegrationwithBIPublisher
YoucanlaunchBIpublisherfromtheNavigatormenuReportsandAnalyticsworkarea.

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ClickontheBrowseCatalogoptiontoopentheBIPublisherEnterprise.

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InstallingBIPublisherPlugin

TemplateBuilderforWordisapluginavailablefromBIPublisherEnterpriseHomepageoryoucandownloaditfromOraclelink.

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ThisPluginprovidessampledocuments,demos,templatesandTemplateViewer.Thesewillhelpyouunderstandtheconceptsandalsocreatetemplates
(EFT,RTF,etc.)toviewformattedoutputofXML.

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AfterinstallingtheBIPublisherpluginforMSWord,youcanfindtheOracleBIPublisheroptionintheAddInstab.UsetheAddinsoptiontoloadthe
structureofdata(XSD)usingLoadXMLSchemaoption.

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AftertheLoadXMLSchemaiscomplete,youcanarrangefieldsintherequiredlayoutandformat,anduploadthetemplatetoBIPublisherasmentioned
below.

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Definingthereport
ReportwillbebasedonaBIPublisherDataModel.

Youcanusetheexistingstandarddatamodelavailableatthisfolderlocation:/HumanCapitalManagement/Payroll/Data
Models/globalReportsDataModel.

ThisdatamodelcontainsSQLquerytogetXMLoutputtakingflowinstancerunnameasparameter.

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ClickonSavetosavethereport.

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Therearemanyoptionsavailablefordefiningthelayoutsofareport.
Basedontemplateuploaded,whichcanbebasedonRTF,PDF,etc.createdusingMSWordplugin
BasedonBasicTemplatesandinbuiltlayouteditoravailableinBIPublisherEnterprise
Basedontemplategenerateautomaticallybasedonselecteddatamodel.

YoucanuploadtheearlierdefinedBIpublisherRTFtemplate,andtestthelayoutbyclickingonViewReportandyoucanviewtheoutputintherequired
fileformat.

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ThecontentsoftheReportLayoutaredisplayedbelow.ThisreportcanbedownloadedasapdffilebyclickingonthePDFoption.

LatestdatamodelwillhaveflowinstancenameparameteralsoalongwiththePayrollActionID.Flowinstancenamewillbethenameoftheflowpattern
rungivenearlierwhensubmittingtheextract.

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APDFfileisgeneratedanddisplayedinanewwindow.

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Similarlyyoucanuploadothertemplates(forEFTElectronicFileTransfer)bydefiningthelayoutinMSWord.
YoucanusetheEFTtemplateforgeneratingthefixedlengthdelimitedtextfiles.

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GuideforHCMExtracts

YoumustuploadtheEFTtemplatesastypeeTextTemplate

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TestthelayoutbyclickingonViewReportandviewtheoutputintherequiredfileformat.

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TwotabsReportLayoutandEFTLayoutaredisplayed.

LatestdatamodelwillhaveflowinstancenameparameteralsoalongwiththePayrollActionID.Flowinstancenamewillbethenameoftheflowpattern
rungivenearlierwhensubmittingtheextract.

ContentsofEFTLayoutisdisplayedbelow.

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GuideforHCMExtracts

Appendix
SampleScenarioofusingchangesonly(AttributeOnlymode)
Createextractdefinitionwithtwoblocks(parentandchild),createEmployeeblock(usingPER_EXT_SEC_PERSON_UE)asrootandchild
EmployeeContactsBlock(usingPER_EXT_CONTACT_RELATIONSHIPS_UE)andjointhetwoblockswithablocklinkasdisplayedbelow.

Followallthestepsrequiredforbasicchangesonlyfunctionality,providethemultithreadingDBIandactionasrequiredforrootblockand
creatingChangesOnlyparameter.

Createarecordinrootblock(Employeeblock>EmployeeBasicDetails)andtherecordshouldcontainsdataelementwhichhastobeaprimary
key(inthiscaseitisEmployeePersonId).

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GuideforHCMExtracts

HighlightthePersonIdaskeyandalsomarkthemandatoryfieldswhichyouwanttodisplayirrespectiveofwhetheritischangedornotas
Changedinthedataelementcreation.

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Eveninthechildblockrecord(EmployeeContactblock>ContactDetails),createprimarykeydataelementinthiscaseitisContactPersonId.
AlsomarkthefieldsthatyouwanttodisplayirrespectiveofwhetheritischangedornotasChangedinthedataelementcreation(likePerson
Number).

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RunningtheHCMExtract:

RuntheextractwithchangesonlyparameterasNtofetchthefullextract.

Nowchangeanyvalueofagivenemployeeandruntheextractwithchangesonly=ATTRIBUTE,thenyoucanseeonlyattributesthatare
changedandthefieldswhicharemandatory(markedaschanged).

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GuideforHCMExtracts
Output

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