Oracle HCM Cloud: Importing Data: license to use this Student Guideฺ

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Activity Guide
D99371GC30
Edition 3.0 | January 2018 | D102138
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ii Oracle HCM Cloud: Importing Data

Table of Contents
Practices for Lesson 1: Course Overview ..................................................................................... 5

Practice1-1: Implementer Sign-Ins ................................................................................................. 6
Practices for Lesson 2: Import and Export Data Overview .......................................................... 7
Practices for Lesson 2 .................................................................................................................... 8
Practices for Lesson 3: HCM Data Loader Overview .................................................................... 9
Practices for Lesson 3: Overview ................................................................................................... 10
Practice 3-1: Creating HCM Data Loader Sample Data ................................................................. 11
a b le
e r
Practice 3-2: Defining the Source System Owner ..........................................................................
a n sf14
Practice 3-3: Uploading Data Using HCM Data Loader .................................................................
n - tr 15
a no
Practice 3-4: Loading Line Manager Data ...................................................................................... 18
Practices for Lesson 4: HCM Data Loader Business Objects and h File s
a Formats .......................21
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Practice 4-1: Generating Template Files ........................................................................................ 23
Practices for Lesson 5: HCM Data Loader Data
@ in Considerations
t u de .................................................25
Practices for Lesson 5: Overview d
2
9 his S
................................................................................................... 26
h a
a and Attachments t
e ..............................................................................27
m s
Practice 5-1: Loading Photos
(6: Loading u s
a
Practices for Lessond e toand Monitoring Data Using HCM Data Loader.......................31
s
Practices aforhLessone s
6:nOverview ................................................................................................... 32
ed 6-1: Loading c
li Data, Reviewing, and Editing Errors............................................................33
m Practice
hamPractices for Lesson 7: Loading Data Using HCM Spreadsheet Data Loader ...........................37
Mo Practices for Lesson 7: Overview ................................................................................................... 38
Practice 7-1: Creating a Spreadsheet Template............................................................................. 39
Practice 7-2: Generating the Spreadsheet .....................................................................................42
Practice 7-3: Importing Data to a Spreadsheet and Uploading the Data ....................................... 43
Practices for Lesson 8: Loading Workers ..................................................................................... 47
Practice 8-1: Loading Flexfields Data ............................................................................................. 49
Practice 8-2: Hiring Workers ........................................................................................................... 51
Practice 8-3: Terminating Work Relationships................................................................................ 53
Practice 8-4: Rehiring Workers ....................................................................................................... 55
Practice 8-5: Loading a New Primary Assignment ......................................................................... 57
Practice 8-6: Making a Primary Assignment Secondary ................................................................ 59
Practice 8-7: Loading Multiple Changes Per Day Data .................................................................. 61
Oracle HCM Cloud: Importing Data – Table of Contents iii

Appendix A: Instructor Demonstrations ........................................................................................65
Demonstration Overview................................................................................................................. 66
Instructor Demonstration L3-1: Exploring the Supported Business Objects .................................. 67
Instructor Demonstration L3-2: Creating HCM Data Loader Sample Data .................................... 68
Instructor Demonstration L3-3: Defining the Source System Owner .............................................. 71

Instructor Demonstration L3-4: Uploading Data Using HCM Data Loader ..................................... 72
Instructor Demonstration L3-5: Loading Line Manager Data.......................................................... 75
Instructor Demonstration L4-1: Generating Template Files............................................................ 77
Instructor Demonstration L5-1: Loading Photos and Attachments ................................................. 79
Instructor Demonstration L6-1: Loading Data, Reviewing, and Editing Errors ............................... 82
Instructor Demonstration L7-1: Creating a Spreadsheet Template ................................................ 85
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Instructor Demonstration L7-2: Copying a Spreadsheet Template ................................................ 89
f e r
Instructor Demonstration L7-3: Importing and Exporting Spreadsheet Templates ........................ 90
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Instructor Demonstration L8-1: Loading Flexfield Data .................................................................. 92
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Instructor Demonstration L8-2: Hiring Workers .............................................................................. 94
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Instructor Demonstration L8-3: Terminating Work Relationships ................................................... 96
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Instructor Demonstration L8-4: Rehiring Workers .......................................................................... 98
Instructor Demonstration L8-5: Loading a New Primary
i b mAssignment n t G.............................................100
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in Assignment
Instructor Demonstration L8-6: Making a Primary de Secondary ....................................102
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Instructor Demonstration L8-7: Loading
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iv Oracle HCM Cloud: Importing Data – Table of Contents

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Practice1-1: Implementer Sign-Ins
Overview
In these practices, you upload data using HCM Data Loader.
For all the practices in this course that require you to sign in as an implementer, use the student
number and corresponding implementer sign-ins that your instructor assigns you. The table
below shows the student number and corresponding implementer sign-ins:
Student Number Implementer Sign-in
01 HCM_IMPL1
02 HCM_IMPL2
03 HCM_IMPL3
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13
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15 HCM_IMPL15
16 HCM_IMPL16
17 HCM_IMPL17
18 HCM_IMPL18
19 HCM_IMPL19
20 HCM_IMPL20
6 Practices for Lesson 1: Course Overview

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Practices for Lesson 2
There are no practices for this lesson.

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8 Practices for Lesson 2: Import and Export Data Overview

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Practices for Lesson 3: Overview
Overview
In these practices, you install the HCM Data Loader Desktop Integrator (HDLdi) tool, and use it
to generate the sample data files (.dat files) that you will upload during this course. You also
upload data using HCM Data Loader.
Prerequisites
Note: Throughout this class, use the Mozilla Firefox browser to access the application.
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10 Practices for Lesson 3: HCM Data Loader Overview

Practice 3-1: Creating HCM Data Loader Sample Data
Overview
In this practice, you install the HCM Data Loader Desktop Integrator (HDLdi) tool, and use it to
generate the sample data files (.dat files) that you will upload during this course.
Assumptions
• You must have Java Runtime Environment (JRE) installed on your computer.
• Time: < 20 minutes
Tasks
Installing the HDLdi Tool a ble

f e r
1. On your desktop, create the folder HDLdi. (Right-click, select New > Folder, and name the
ans
folder HDLdi.) n - t r
2. a no
On your desktop, create the folder HDLdi Sample Data. (Right-click, select New > Folder,
and name the folder HDLdi Sample Data.)
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3. Copy the 2 HDLdi zip files from D:\Labs\Import Data to o
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9 t two parts (HDLdi2.3.9.zip.001 and
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> Extract Here. d ( m
4. In the desktop folder HDLdi,
t o usthe file HDLdi2.3.9.zip.001, right-click, and select 7-Zip
ahafolder. se
The contents of both the zip files are extracted by this one action to the
s
HDLdi desktop e n
5. To e d the HDLdilictool, double-click the file HDLdi2.3.9.jar in folder HDLdi. The HDLdi tool
m m start
oh a opens and the Welcome page appears.

M Generating the Sample Data
1. In the left-hand pane of the HDLdi tool, click Setup.
2. On the Setup Information page, enter your student number in the Sequence# field. For
example, if you are student 01, then enter 01 in this field.
Information:
The sequence number makes the generated data unique; therefore, the number must be
unique in the class.
3. In the left-hand pane, click Generate Sample Files.
4. In the Legal Employer field, enter US1 Legal Entity.
5. In the Legislative Data Group field, enter US Legislative Data Group.
6. In the Business Unit Name field, enter US1 Business Unit.
7. In the Element Name field, enter Regular Salary.
8. In the InputValue Name field, enter Amount.
Practices for Lesson 3: HCM Data Loader Overview 11

9. Click Generate Sample Files.
10. In the Select the folder dialog box, find the desktop folder HDLdi Sample Data and click
Select Folder. The sample data files are created immediately.
11. In the Results pane at the bottom of the page, confirm that the following message appears:
File Generation Process is Complete.
12. Close the HDLdi tool.
Preparing the Sample Data for Upload

1. Open the desktop folder HDLdi Sample Data. This folder contains 14 sample data folders:
• Step1_InitialLoad
• Step2_LineManager
• Step3_Photos_Attachments
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• Step4_IncrementalUpdates f e r
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Step5_FlexFieldExamples
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• Step7_Hire s an
• Step8_Termination ) ha ฺ
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Step13_IndividualComp_RelocationAllowance
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Step13_IndividualComp_RelocationAllowance, and Step 14_SalaryDeltaOnlyUpdates
m mas we do not use them in our activities.
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3. Open the Step1_InitialLoad folder.
4. Delete the TalentProfile and Contact .dat files.
Information:
Uploading the TalentProfile and Contact business objects along with the Worker business
object in the same zip file causes an error.
5. Select the remaining 15 .dat files, right-click and select 7-Zip > Add to Archive.
6. In the Add to Archive dialog box, enter StudentXX_InitialLoad in the Archive: field.
7. Click OK to save the StudentXX_InitialLoad.zip file.
8. Repeat steps 3 through 7 (except step 4) for all the remaining data folders, except folder
Step6_MoreObjects. In each case, construct the archive name by adding your student
identifier and an underscore to the folder name. Do not include the StepXX part of the
folder name.
9. In the HDLdi Sample Data folder, create a new folder, Create Data.
10. Take a copy of the Step6_MoreObjects folder and paste it in the HDLdi Sample Data >
Create Data folder.

11. In the folder HDLdi Sample Data > Create Data, open the copied Step6_MoreObjects
folder, which contains 14 .dat files.
12. Delete the RoleMapping .dat file.
Information:
One of the attributes in role mapping has changed. This change is not reflected in the
sample data yet, which might lead to an error. Therefore, we remove the data file.
13. Double-click the AreasOfResponsibility.dat file to edit it in Notepad.
14. In the second MERGE line (for StudentXX_Person104), change the legal employer name
from US1 Legal Entity to Infusion Corp USA1.
15. Save your changes and close the file AreasOfResponsibility.dat.
16. In the Step6_MoreObjects folder, select all 13 .dat files, right-click, and select 7-Zip > Add
to Archive.
a ble
17. In the Add to Archive dialog box, enter StudentXX_MoreObjects in the Archive: field.
f e r
18. Click OK to save the file.
ans
You have now completed creating your sample data. n - t r
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Practice 3-2: Defining the Source System Owner
Overview
The data that you are loading uses source keys. Therefore, you must add your source-system
owner value to the HRC_SOURCE_SYSTEM_OWNER lookup before you load data. Your
source-system owner value is STUDENTXX, where XX is your unique student identifier.
Assumptions
• Time: < 7 minutes.
• Replace XX with your student number as assigned by your instructor.
Sign In and Navigate

a ble
1. Sign in as hcm_implXX.
f e r
an s
2. Click Navigator > Setup and Maintenance.
n - t r
Define the Source System Owner a no
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1. In the Tasks panel tab of the Setup: page, click Search.
m ) e ฺ
2. On the Search page, search for and click Manage Common o
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Lookups.
3. In the Lookup Type field on the Manage Common b m
ฺi Lookups n t page, enter
i n ud e
HRC_SOURCE_SYSTEM_OWNER and
2 @ t
click Search.
S
a d9 thethHRC_SOURCE_SYSTEM_OWNER
4. In the Search Results section, select
h is row to
display its lookup codes.sa e
( m t o uthes page, click the New icon to add a lookup-code row.
h d se
5. In the Lookup Codes
aCode section of
s licencolumn, enter STUDENTXX (for example, STUDENT01).

a
6. In the Lookup
d
m e Display Sequence column, enter 1.
7. In the
m
M oha8. In the Start Date column, enter 1/1/01.
9. In the Meaning column, enter Student XX (for example, Student 01).
10. In the Description column, enter Student XX System Owner (for example, Student01
System Owner).
11. Click Save and Close.

Practice 3-3: Uploading Data Using HCM Data Loader
Overview
As an implementation consultant, you use HCM Data Loader to bulk-load business objects to
Oracle HCM Cloud. In this practice, you upload a basic set of sample data and validate the
loaded data. This basic set includes the following business objects: Action Reasons, Actions,
Contacts, Content Items, Education Establishments, Grades, Grade Rates, Jobs, Job Families,
Locations, Organizations, Positions, Rating Models, Salaries, Salary Bases, Talent Profiles, and
Workers.
Prerequisites
Complete the following practices before beginning this one:
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• 3-1 through 3-2
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• Time: <20 minutes a no
• h a s
Replace XX with your student number as assigned by your instructor.
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1. Ensure that you are signed in a
h t h is
asdhcm_implXX.
a use > Data Exchange to open the Data Exchange
2. On the home page, clicksMy Workforce
d ( m to
work area.
a
ah cens e
s li Data
ed and Loading
Importing
m
1.m In the Tasks panel tab of the Data Exchange work area, click Import and Load Data.
M oha 2. In the Import File menu, select Import Local File.
Information:
This selects a file from your local machine. The selected file is loaded to the Oracle
WebCenter Content server and secured with the hcm/dataloader/import account.
3. In the Select File dialog box, click Browse.
4. Select the StudentXX_InitialLoad.zip file. You can also drag the zip file from your file
explorer and drop it on the Browse button.
5. Click Submit.
6. On the Schedule Request page, click Submit.
7. Click OK to close the confirmation message.
8. On the Import and Load Data page, click Refresh in the Search Results table.
Information:
You may have to click Refresh a couple of times to see the import status as Success.

9. Review the status of the StudentXX_InitialLoad data set you uploaded.
The Imported and Loaded columns have a status of Success (depicted by a green check
mark). The Imported (%) and Loaded (%) columns display 100.
Information:
This means that the business objects have been successfully imported to the stage tables
and loaded to the application tables.
Validating Locations
1. Select Navigator > Setup and Maintenance.
2. In the Setup field, select Workforce Deployment.
3. In the Functional Areas list, select Workforce Structures.
4. In the Show field, select All Tasks.
a ble
5. In the Task list, click Manage Locations.
f e r
6. On the Manage Locations page, enter your student ID (for example, Student01) in the an s
Name field and click Search. n - t r
Information: a no
h a s
m )examineethe
You see only locations 1, 2, and 3. After entering 1/1/01 in the
ฺ
Effective As-of-Date field
and performing search, you see all the 4 locations. Youocan
ฺ c u id data file that you
loaded to confirm these results.
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7. In the Search Results section, click the name
@ u dofe your locations to open the
Location page.
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8. Review the details of the location.
9. Click Done to close(the
s
m Locations
a d e to page.
10. Click Done
s atoh close
c e nsManage Locations page.
the
li the Search page and return to the Setup page.
edDone to close
11. Click
m m
M ohaValidating Grades
1. On the Setup: Workforce Deployment page, click Manage Grades in the Task list.
2. On the Manage Grades page, enter your student ID (for example, Student01) in the Name
field and click Search.
Information:
Two grades appear in the search results.
3. In the Search Results section, click the name of one of your grades to open the Grade
page.
4. Review the details of the grade.
5. Click Done to close the Grade page.
6. Click Done to close the Manage Grades page.
7. Click Done to close the Search page and return to the Setup page.

Persons and Work Relationships
1. Select Navigator > Person Management.
2. In the Name field of the Person Management: Search page, enter your student ID (for
example, Student01) and click Search.
3. In the Search Results section, scroll down and click Gary Norman.
The Gary Norman: Person Management, Manage Employment page appears.

4. Explore the work relationship and assignment information that you loaded.
5. In the Tasks panel tab, click Manage Person to open the Manage Person page for Gary
Norman.
6. Explore the information on the tabs of the Manage Person page.
7. Click Done to close the Gary Norman: Person Management page.
8. Click Yes on the warning message. a ble
f e r
If you wish, search for and review other person records that you loaded.
a n s
r
t enter
on- on the
9. If time allows, you can validate other business objects that you loaded. For example,
your student ID (for example, Student01) in the Name field of the Searchnsection
following pages to find your business objects: s a
a
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• Manage Grade Rates m
• Manage Job Families
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• Manage Positions
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Practice 3-4: Loading Line Manager Data
Overview
In this practice, you upload line manager data for all the workers you loaded in the previous
practice.
Prerequisites
• 3-1 through 3-3.
Assumptions
a ble
• Replace XX with your student number as assigned by your instructor. f e r
an s
Tasks n - t r
a no
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1. Ensure that you are signed in as hcm_implXX. o
ฺc toGopen i d
u the Data Exchange
m
2. On the home page, click My Workforce > DatabExchange t
work area. i nฺi uden
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Importing and Loading Datahad t h is
1. In the Tasks panel (ofm
sa use work area, click Import and Load Data.
a d e to
the Data Exchange
s ah cens the Import File button and select Import Local File.
2. Click the dropdown menu on
d
eselects
Information: li
m m
This a file from your local machine. The selected file is loaded to the Oracle
a
h WebCenter Content server and secured with the hcm/dataloader/import account.
Mo 3. In the Select File dialog box, click Browse.
4. Select the StudentXX _LineManager.zip file. Alternatively, you can drag the zip file from
your file explorer and drop it on the Browse button.
5. Click Submit.
Information:
You may have to click Refresh a couple of times to see the import and load status as
success.
9. Review the status of the StudentXX_ LineManager data set you uploaded.

Information:
Validating Loaded Data

1. Log in as curtis.feitty.
2. On the home page, click Directory.
3. On the Directory page, search for StudentXX.
4. In the Search Results section, locate the row for James Harrington.
5. Click the View in Organization Chart icon next to James Harrington.
6. Click the Directs, Total link in each smart navigation window to view James Harrington's
direct and indirect reports.
a ble
The organization chart displays 4 hierarchy levels and the 10 workers you loaded initially.
f e r
7. Exit the Directory. ans
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Overview
In this practice, you generate HCM Data Loader supported business object template files.
Prerequisites
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22 Practices for Lesson 4: HCM Data Loader Business Objects and File Formats
Practice 4-1: Generating Template Files
Overview
In this practice, you generate HCM Data Loader supported business object template files.
Assumptions
• Time: <10 minutes
Tasks

a ble
1. Ensure that you are signed in as hcm_implXX.
f e r
2. On the home page, click My Workforce > Data Exchange to open the Data Exchange ans
work area. n - t r
a no
Generating a Single Template
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o
1. In the Tasks panel tab, click the Initiate Data Load task.
ฺc section, i d
uselect the Location
m
2. On the Initiate Data Load page, in the SearchbResults t G
business object. i nฺi uden
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S ttoolbar.
ad
3. Click the Generate Template button on
hi s
a h Submit.e t
s
4. On the Schedule page, click
( m us
Information:
adprocess t o
a
This initiates
s hthe
e n sethat identifies the business object shape and generates the
e d file. lic
template
5.mm
Click OK to close the confirmation message.
h a
o 6. Click the Refresh button on the toolbar to view the Download File icon in the File column
M for Location. You may need to refresh more than once before the Download File icon
appears.
Information:
If the Download File icon is in the column before you start, you may not need to generate
the template again. Check the Last Generated column to identify when the template was
generated.
7. Click the Download File icon.
8. Save the template file to your desktop.
9. Double-click the saved template to open it and review the contents. Notice the COMMENT
and METADATA instructions. The METADATA line includes all possible attributes for the
Location object.
Practices for Lesson 4: HCM Data Loader Business Objects and File Formats 23
Generating Multiple Templates
1. Click the Generate Templates button at the top right corner of the Initiate Data Load page.
2. On the Schedule page, click Submit.
4. Click the Refresh button on the toolbar to view the Download File icons in the File column.
You may need to refresh more than once before the Download File icons appear.
5. To download a single zip file, click the Processes tab on the Initiate Data Load page.
6. In the Search Results table, All row, click the Download File icon in the File column.
7. Save the zip file to your desktop.
8. Double-click the zip file to open it and see all of the setup template files that you generated.
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24 Practices for Lesson 4: HCM Data Loader Business Objects and File Formats
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Practices )for Lesson
e ฺ 5: HCM
o m i d
m ฺc GDatau Loader Data
b t
i nฺi uden Considerations
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Overview
In this practice, you upload photos and attachments using HCM Data Loader.
Prerequisites
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26 Practices for Lesson 5: HCM Data Loader Data Considerations

Practice 5-1: Loading Photos and Attachments
Overview
In this practice, you review the photos and attachments zip file before uploading it and validating
the results.
Prerequisites
• Practices 3-1 through 3-4
Assumptions
Time: <15 minutes
a ble
f e r
Tasks
ans
n - t r
Exploring the Photos and Attachments Zip File
a no
1. Double-click the StudentXX_Photos_Attachments.zip file in h a
the
s
HDL Sample Data folder
m ) e ฺ
on your desktop. o i d
ฺc Gu file. You will notice that
b m t
2. Explore the contents of the StudentXX_Photos_Attachments.zip
i nฺi udenand Worker.dat files.
it has a BlobFiles folder and DocumentsOfRecord.dat
9 2 @ St
3. Open the BlobFiles folder.
h a d this
s a us–eone for each worker you had uploaded and a sample
4. Notice that it has 10 sample photos
(m to
Return to Work letter.
d
s aha cense
5. Open the DocumentsOfRecord.dat file.
li to Work letter is for PERSON_109, that is, Gary Norman.
edthat the Return
6. Notice
m
m Information:
o h a You will now upload the StudentXX_Photos_Attachments.zip file.
M
Loading Photos and Attachments
1. Log in as hcm_implXX.
2. On the home page, click My Workforce>Data Exchange.
3. In the Tasks panel tab of the Data Exchange work area, click Import and Load Data.
4. Click the dropdown menu on the Import File button and select Import Local File.
Information:
6. Select the StudentXX_Photos_Attachments file. You can also drag the zip file from your
file explorer and drop it on the Browse button.
7. Click Submit.
Practices for Lesson 5: HCM Data Loader Data Considerations 27

8. On the Schedule Request page, set File Action to Import only.
Information:
In this practice, you perform the import to the stage tables and the load to the application
tables as separate steps. This approach can be helpful in isolating and fixing errors.
9. Click Submit.

Information:
You may have to click Refresh a couple of times to see the import status as Success.
12. Review the status of the StudentXX_Photos_Attachments data set you uploaded.
The Imported column has a status of Success (depicted by a green check mark). The
Imported (%) column displays 100.
a ble
Information:
f e r
This means that the business objects have been successfully imported to the stage tables.
a n s
13. Select the zip file that you loaded in the Search Results table to see its details nin
r
-tthe
o
Details table.
s an
Information:
) ha ฺ
The Load Order column shows the order in which the o
ฺ c m should
objects
u i debe loaded to the
application tables.
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14. Select the Worker row and click Load. in
@ t u de
15. On the Schedule Request page, click
d 2
9 Submit,i s Sthen OK to close the Confirmation dialog
box. a
ah use t h
16. On the Import and Load
s
(m Datatopage, click Refresh in the Details section.
d
ha status e the Worker object is Success, repeat from step 13 to load the
sfor
a
17. Once the Loaded
s e n
e d Record
Document lic object to the application tables.
m m
Information:
o h a Once all objects are successfully loaded, the Success status appears in the Loaded
M column for each object and the Loaded (%) value is 100 for each object.

4. Once the Search Results section displays all the workers you had loaded, notice that all the
workers you uploaded now have photos in their profiles.
8. The Gary Norman: Person Management, Manage Employment page appears.

Norman.
10. Click the Documents tab and review the Document Records section.
The Return to Work letter now displays under this section.
12. Click Yes on the warning message.
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Practices for Lesson 5: HCM Data Loader Data Considerations 29

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Practices for
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o i d
ฺc andGMonitoring
u
Loading
m t Data
i b
nฺ udHCM n
e Data Loader
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Overview
In this practice, you deliver the zip file manually to the Oracle WebCentre Content server, load
and import data, and review and edit errors in the data using HCM Data Loader.
Prerequisites
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32 Practices for Lesson 6: Loading and Monitoring Data Using HCM Data Loader
Practice 6-1: Loading Data, Reviewing, and Editing Errors
Overview
In this practice, you deliver the zip file manually to the Oracle WebCentre Content server, load
and import data, and review and edit errors in the data using HCM Data Loader.
Prerequisites
• 3-1 through 3-4.
Assumptions
a ble
• Replace XX with your student number as assigned by your instructor. f e r
ans
Tasks n - t r
a no
h a s
m ) e ฺ
c and
ฺImport i d
uExport to open the File
2. On the home page, click Navigator > More…>bFile m t G
Import and Export page. i nฺi uden
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h
Delivering the Zip File Manually a is WebCenter Content Server
dto thethOracle
s a use
d (
3. In the Search Results m section
t oof the File Import and Export page, click Actions > Upload.
a dialog
ahFile
4. In the Upload
n e click Browse.
sbox,
s lic e
dthe StudentXX_MoreObjects.zip
m e
5. Select file in the HDLdi Sample Data > Create Data
m folder.
M oha6. In the Account field of the Upload File dialog box, select hcm/dataloader/import.
Importing and Loading Data

1. Open the Import and Load Data page (Navigator > Data Exchange > Import and Load
Data).
2. On the Import and Load Data page, click Import File.
3. In the WebCenter Content Files dialog box, select the StudentXX_MoreObjects.zip file
that you posted to the WebCenter Content server and click Submit.
Information:
The WebCenter Content Files dialog box lists any files that have not been processed. You
can filter the list to reduce it. For example, you can enter the WebCenter Content ID or file
creation date.
Practices for Lesson 6: Loading and Monitoring Data Using HCM Data Loader 33
Reviewing Data
Information:
You may have to click Refresh a few times to see the updated import and load status.
2. Review the status of the StudentXX_MoreObjects.zip data set you uploaded.
3. The Imported column has a status of Success and the Loaded column has a status of
Error. The Imported (%) columns display 100 and the Loaded (%) column displays 98.
The Objects Failed column displays 1.
4. Click the Messages icon in the Messages column for the StudentXX_MoreObjects.zip
row.
5. On the Messages:StudentXX_MoreObjects.zip page, review the message for the Areas
of Responsibility business object: The values Infusion Corp USA1 are not valid for the
a ble
attribute LegalEntityId. f e r
ans
6. Click Done to close the message.
n - t r
Editing Data a no
s
haselect
1. In the Search Results section of the Import and Load Data )page, ฺ the
m e
StudentXX_MoreObjects.zip row.
m ฺco Guid
Information:
i n ฺ ib ent
@
The StudentXX_MoreObjects.zip:Details table displays
2 S t ud all the 13 business objects in the
h a d9 this
zip file and their import and load statuses in detail.
s a userow, which has a status of Error in the Loaded

2. Review the Areas of Responsibility
column.
d ( m to
a
ahObjects
3. Click 1 in the e
s column of the Details table.
nFailed
4. One the
s c e
li StudentXX_MoreObjects.zip - Areas of Responsibility page, expand
d Object Errors:
m
mthe StudentXX_MoreObjects.zip>Areas of Responsibility structure in the Data
o h a Structure pane.
M 5. Select the StudentXX HR Rep by Loc-STUDENTXX_PERSON104 item in the Data
Structure pane.
Information:
The attributes appear on the right-hand side Details: section. It might take a few seconds
for the attributes to appear.
6. Scroll down the list of attributes and locate the LegalEmployerName attribute.
7. Select the LegalEmployerName attribute row and click the Edit button.
8. Replace Infusion Corp USA1 with US1 Legal Entity in the Current Value column.
9. Click Save.
10. Click OK on the error message.
11. Click Save and Close to return to the Import and Load data page.
12. In the StudentXX_MoreObjects.zip:Details table, select the Areas of Responsibility row
and click the Load button.
13. On the Schedule Request page, click Submit, and then OK, to close the Confirmation
message.
14. Click the Refresh button in the StudentXX_MoreObjects.zip:Details table to view the
status of the load. You might have to wait for a few seconds and click Refresh again.
Information:
The Loaded column now has a status of Success and the Loaded(%) column displays
100. This indicates that the corrected business object, Areas of Responsibility, has loaded
successfully.
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Practices for Lesson 6: Loading and Monitoring Data Using HCM Data Loader 35
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Practices for
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o
ฺc Data i d
uUsing HCM
Loading
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i nฺi uden Data Loader
Spreadsheet
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Practices Overview
In these practices, you create a spreadsheet template, generate a spreadsheet from the
template, import data, and upload the data using HCM Spreadsheet Data Loader.
Prerequisites
• Ensure that you have the desktop client Oracle ADF 11g Desktop Integration Add-in for
Excel installed.
• The practices in this course build upon each other. If you are skipping them or
performing them out of sequence, you may not be able to successfully complete the
tasks in this and other practices.
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Note: Throughout this class, use the Mozilla Firefox browser to access the application. f e r
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38 Practices for Lesson 7: Loading Data Using HCM Spreadsheet Data Loader
Practice 7-1: Creating a Spreadsheet Template
Overview
In this practice, you create a spreadsheet template by completing the following four steps:
• Defining the template
• Designing the template

• Specifying Instructions
• Reviewing the template
Assumptions
a ble
• Replace XX with your student number.
f e r
ans
Tasks
n - t r
a no
h a s
1. Sign in as hcm_implXX.
m ) e ฺ
o
ฺc toGopen i d
u the Data Exchange
b m
2. On the home page, click My Workforce > Data Exchange
t
work area.
i nฺi uden
9 2 @ St
Defining the Template
h a d this
a Manage
1. On the Tasks panel tab,sselect u s e Spreadsheet Templates to open the Manage
d m
( page.to
Spreadsheet Templates
a
ahto open n se
s
2. Click Create e the Create Template dialog box.
lic as shown in the following table:
3. m ed the fields
Complete
m Field
M oha Value
Name StudentXX Jobs
Business Object Job
4. Click OK.
5. On the Define: StudentXX Jobs page, notice that some fields contain values that you
entered in the Create Template dialog box.
6. Notice that the status is Draft by default. Leave the template in Draft status until it's ready
for use.
7. Click the Design tab to open the Design: StudentXX Jobs page.
Designing the Template

1. Drag and drop the following attributes from the Available Attributes panel to the Selected
Attributes panel:
Practices for Lesson 7: Loading Data Using HCM Spreadsheet Data Loader 39
• Effective Start Date.
Notice that the required attributes, Code and SetCode, move to the Selected Attributes
panel when you drag and drop the Effective Start Date attribute.
• Effective End Date.
Notice that the Effective End Date does not appear in the Selected Attributes panel.
This is because it is hidden by default.

• Name
• Status
• Regular or Temporary
2. On the Selected Attributes: All panel toolbar, select the Show excluded attributes check
box.
The Effective End Date attribute appears.
a ble
3. Select the Effective End Date row and click Edit on the toolbar.
f e r
ans
4. In the Edit: Effective End Date dialog box, select the Visible check box to make the
n - t r
attribute visible.
a no
5. Click OK to close the dialog box.
h a s
m )
6. On the Selected Attributes: All panel toolbar, click the Reorder icon to ฺopen the Reorder
e
Attributes dialog box.
m ฺco Guid
7. Select the attribute and use the Move selected ฺ t in list and Move selected
ibitemseupnone
i n ud in the following order:
2 @
items down one in list buttons to arrange
t
the attributes
S
• Effective Start Date
h a d9 this
• Effective End Date sa s e
( m to u
• SetCode ad e
• s ah cens
Code
d
eName li
m m
•
M oha • Status
8. Click OK to return to the Design: StudentXX Jobs page.
9. Click the Instructions tab to open the Instructions: StudentXX Jobs page.
Entering Template Instructions

1. Click Add to open the Create Instruction dialog box.
2. Complete the fields as shown in the following table:
Field Value
Heading Validating Loaded Data
Instruction After loading the jobs, validate the successful creation
of jobs in Setup and Maintenance > Manage Job.
Information:
You can create additional sections of instruction text, as required. You can also reorder and
delete sections.
3. Click OK.
4. Click the Review tab to open the Review page.
Reviewing the Template

1. Review the attributes you included in the Design stage.
2. Click Save.
3. Click OK on the confirmation message.
a ble
4. Click the Define tab to open the Define: StudentXX Jobs page. f e r
ans
5. In the Status field, select Active.
n - t r
o
an
6. On the Save menu, click Save and Close to return to the Manage Spreadsheet Templates
page. s
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Practice 7-2: Generating the Spreadsheet
Overview
You must first generate a spreadsheet from a spreadsheet template in order to load data using
HCM Spreadsheet Data Loader. In this practice, you generate a spreadsheet from the template
you created earlier and save it to your desktop.
Assumptions
Prerequisites
a ble
f e r
• ans
7-1 Creating a Spreadsheet Template
n - t r
Tasks a no
h a s
m ) e ฺ
ฺc Gu i d
b m
ฺi Exchangen t to open the Data Exchange
2. On the home page, click My Workforce > Data
i n ud e
work area
2 @ S t
h a d9 this
Generating a SpreadsheetaTemplate e
m s u s
(tab of thetoData Exchange work area, select Run Spreadsheet Data
a d
3. On the Tasks panel
se
Loader. ah n
s lic e
d Load Spreadsheet
4. One the Data page, click the template name, StudentXX Jobs.
m
ha5.mIn the Opening GenericHdlSpreadsheet.xlsx dialog box, select Save File and click OK.
Mo 6. In the Firefox browser toolbar, click the Download icon and select the downloaded
spreadsheet to open it.
7. In the Connect message dialog box, in answer to the question "Do you want to connect?",
click Yes.
8. In the Login window, enter your user ID (for example, hcm_implXX) in the User ID field
and your password in the Password field.
The spreadsheet opens.
9. In the top left-hand corner of the spreadsheet, click the Office button and select Save As.
10. In the Save As dialog box, enter StudentXX_Jobs in the File Name field and save the file
onto your desktop.
11. Close the spreadsheet.
Practice 7-3: Importing Data to a Spreadsheet and Uploading the Data
Overview
In this practice, you:
• Import data to the spreadsheet from a .dat file
• Correct the import error

• Upload the data
• Validate loaded data
Assumptions
a ble
f e r
ans
Prerequisites
n - t r
a no
• 7-1 through 7-2 h a s
m ) e ฺ
Tasks
o
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b m t
Sign In and Navigate i nฺi uden
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1. Ensure that you are signed in asdhcm_implXX.
aha us>eMythWorkforce > Data Exchange to open the Data
2. On the home page, clicksNavigator
Exchange work area.
d (m to
s a ha ense
Preparing
e lic Data File for Import
d the Sample
1.mm
On your desktop, create the folder HSDL Sample Data. (Right-click, select New > Folder,
o h a and name the folder HSDL Sample Data.)
M 2. Copy the Jobs_Sample Data .dat file from D:\Labs\Importing Data to the desktop folder
HSDL Sample Data that you created in Step 1.
3. Double-click the Jobs_Sample Data .dat file to open it.
4. Review the data. Notice that the job codes and job names include nn.
5. Replace all instances of nn with your student number (for example, 01).
After replacing nn with your student number, the job code and job name in the first data row
should look like this: STUDENT01_Sales Rep I 01: Sales Representative I
The data in the.dat file is now ready to be imported.
Importing Data from a File and Correcting Errors

1. Double-click the saved spreadsheet StudentXX Jobs on your desktop to open.
2. On the Spreadsheet Loader toolbar, click Import File.
3. In the Connect message dialog box, in answer to the question "Do you want to connect?",
click Yes.
4. In the Login window, enter your user ID (for example, hcm_implXX) in the User ID field
and your password in the Password field.
The Import from File dialog box opens.
5. In the File Type field, select Pipe separated values.

6. Deselect the Header included check box.
7. In the Select File field, browse and select the Jobs_Sample Data .dat file. This is the
same file you edited in the desktop folder HSDL Sample Data.
8. Click OK.
9. Click OK again.
Notice that the data is imported to the spreadsheet and the data set name is generated
a ble
automatically.
f e r
10. Identify the row in the spreadsheet where the status in the Upload Progress column is
ans
Error. n - t r
11. Review the error message in the Message column. a no
h a s
In this practice, the Effective Start Date for the Regional Manager job is in the incorrect
m ) e ฺ
format.
o
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u 2001/1/1.
m
12. Click the Effective Start Date cell for Regional Manager
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Uploading the Data
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h a is > Upload.
d clickthMore
a use
1. In the Spreadsheet Loader toolbar,
s
2. In the Upload options
d ( m dialog
t o
box, click OK.
a
3. In the Invoke a ndialog
hAction se box, click OK.
s
d imports
This action e
lic the data to the stage tables. Objects that import successfully are loaded
m e
automatically to the application tables.
h a m
Mo
4. Click Refresh.
You may have to click Refresh a couple of times to see the status of the import and load as
Success in the Upload Progress column. Notice that the Execution Status is Load
Successful.
5. Close the spreadsheet.

5. In the Task list, click Manage Job.
6. On the Manage Jobs page, enter your student number (for example, 01) in the Name field
and click Search.
All the 10 jobs you loaded appear.
7. Click Done to close the Manage Job page.
8. Click Done to close the Search page and return to the Setup and Maintenance work area.
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o
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u i d
Loading
b m t G
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Overview
In these practices, you load flexfield data, hire workers, terminate work relationships, rehire
workers, load a new primary assignment, make a primary assignment secondary, and load
multiple changes per day data.
Prerequisites
Complete the following instructor demonstration and practices before beginning the practices in
this lesson:
• Practices 3-1 through 3-4
The practices in this lesson build upon each other. If you are skipping them or performing them
a ble
out of sequence, you may not be able to successfully complete the activities in this and other
f e r
practices. an s
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48 Practices for Lesson 8: Loading Workers

Practice 8-1: Loading Flexfields Data
Overview
In this practice, you upload Job Legislative extensible flexfields data for United States.
Assumptions
Tasks

a ble
f e r
2. On the home page, click Navigator > Setup and Maintenance. ans
n - t r
Exploring the Job Details a no
h a s
m ) e ฺ
o
ฺc Gu
2. In the Functional Areas list, select Workforce Structures. i d
3. In the Show field, select All Tasks. b m
ฺi dent
i n
4. In the Task list, click Manage Job. @
9 2 S tu
5. On the Manage Jobs page, enter
t s
adyoure student
hi ID (for example, Student01) in the Code field
s a h
and click Search.
( m t o us the job name XX: Chief Financial Officer to open the
a h ad nse
6. In the Search Results section, click
d s lice
Job Details page.
e
Information:
m
a m You select XX: Chief Financial Officer as it is one of the four jobs you will be loading
M oh extensible flexfields data for.
7. Review the details of the job.
8. In the United States Job Information section, notice that the EEO-1 Category and Line
of Progression fields are blank.
9. Click Done to close the Job Details page.
10. If you wish, you can review the other jobs you will be loading flexfields data for – Chief
Information Officer, Officer, and Contractor.
11. Click Done on the Job: XX: Chief Financial Officer - STUDENTXX CFO page.
12. Click Done on the Manage Jobs page to return to the Search page.
13. Click Done to return to the Setup page.

1. Click Navigator > Data Exchange to open the Data Exchange work area.
Practices for Lesson 8: Loading Workers 49

Information:
5. Select the StudentXX_FlexFieldExamples.zip file. You can also drag the zip file from your
6. Click Submit.
Information:
a ble
You may have to click Refresh a couple of times to see the import and load status as f e r
an s
success.
n - t r
no
10. Review the status of the StudentXX_FlexFieldExamples data set you uploaded.
a
h a s
m ) e ฺ
Information: o
ฺc Gimported i d
u to the stage tables
b m t
nฺi uden
This means that the business objects have been successfully
and loaded to the application tables. i
@ St
9 2
d this
Validating Loaded Data h
a use a
( m s
1. Click Navigator > Setup
d and
t o
Maintenance.
a a cselect
2. In the Setuphfield,
s e
e
nsWorkforce Deployment.
edFunctional
3. In the li Areas list, select Workforce Structures.
m
4.m In the Show field, select All Tasks.
o h a
M 5. In the Task list, click Manage Job.
6. On the Manage Jobs page, enter your student ID (for example, Student01) in the Code field
and click Search.
7. In the Search Results section, click the job name XX: Chief Financial Officer to open the
Job: XX: Chief Financial Officer - STUDENTXX CFO page.
9. In the United States Job Information section, notice that the EEO-1 Category field now
displays Professionals and the Line of Progression field displays Testing.
11. If you wish, you can review the other jobs you have loaded flexfields data for – Chief

Practice 8-2: Hiring Workers
Overview
In this practice, you hire two workers via upload and validate the loaded data.
Assumptions
Tasks

a ble
f e r
work area. n - t r
a no
h a s
m ) e ฺ
1. In the Tasks panel tab of the Data Exchange work area, o
c Gu
ฺand i d
click Import and Load Data.
2. Click the dropdown menu on the Import File button
ฺ i b m t
select
n Import Local File.
Information:
@ in tude
d
This action selects a file from your 2
9local machine.
i s S The selected file is loaded to the Oracle
WebCenter Content server a
h secured
aand e h
t with the hcm/dataloader/import account.
s s
(m box,toclicku Browse.
3. In the Select File dialog
4. Select thea
d
ha ense file. You can also drag the zip file from your file explorer
StudentXX_Hire.zip
s
d it on thelicBrowse button.
e
and drop
5.mm
Click Submit.
h a
Mo 6. On the Schedule Request page, click Submit.
Information:
success.
9. Review the status of the StudentXX_Hire data set you uploaded.
Information:

2. In the Name field of the Person Management: Search page, enter Morgan, Rob and click
Search.
The new hire appears.
3. Search for the other new hire, Hall, Jackie, and click the name in the Search Results
section.
4. The Jackie Hall: Person Management, Manage Employment page appears.
5. View the employment information for Jackie Hall.
7. Notice that the Hire Date is 8/1/15 and the Assignment is Manager1.
8. In the Tasks panel tab, click Manage Person. a ble
f e r
an s
10. Click Done to close the Jackie Hall: Person Management page. n - t r
11. Click Yes on the warning message. a no
h a
12. If you wish, search for and review the worker record that you loaded
s for Morgan, Rob.
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Practice 8-3: Terminating Work Relationships
Overview
In this practice, you terminate the work relationships of the workers that you hired in Practice 8-
2. You explore the Worker.dat file that has the termination data, upload the data, and validate
the loaded data.
Assumptions
Tasks
a ble
f e r
Exploring the Termination Data File
a n s
1. Double-click the Worker.dat file in the StudentXX_ Step8_Termination folder n r
-tot open it in
o
Notepad.
s an
2. Explore the file.
) ha ฺ
3. Notice that in this sample, the user key PersonNumberohas
c e
m beenidused.
ฺ
mattribute u
G a value of Y.
4. Notice that the TerminateWorkRelationshipFlag
ฺ i b n t has
5. Notice that the ActualTerminationDate has
@ de as 2015/08/15.
in beentuspecified
6. Close the file. d 2
9 his S
a a
h se t
Sign In and Navigate(m s u
d t o
1. Ensure that
s ahyoua aree n se in as hcm_implXX.
signed
2. One d home page,
the lic click My Workforce > Data Exchange to open the Data Exchange
m m
work area.
h a
Mo Importing and Loading Data
2. In the Import File menu, select Import Local File.
Information:
4. Select the StudentXX_Termination.zip file. You can also drag the zip file from your file
5. Click Submit.

Information:
success.
9. Review the status of the StudentXX_Termination data set you uploaded.
Information:

1. Select Navigator > Person Management. a ble
f e r
2. On the Person Management: Search page, search for Morgan, Rob and Hall, Jackie.
a n s
3. In the Search Results section, you will notice that Morgan, Rob and Hall, Jackie n r
-t do not
appear on the list. n o
s a
) h a been terminated.
This indicates that the work relationships of these two workers have
4. Perform the search again, but this time select the Includem terminated
d e ฺwork relationships
o i
ฺcrelationships
u in the search results.
search option. This time you see the terminated work
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Practice 8-4: Rehiring Workers
Overview
In this practice, you rehire the two workers whose work relationships you terminated in Practice
8-3. You upload the rehire data and validate it.
Assumptions
Tasks
Sign In and Navigate a ble

f e r
a n s
2. On the home page, click My Workforce > Data Exchange to open the Data n -t r
Exchange
o
work area.
s an
) ha ฺ
ฺ c om uide
1. In the Tasks panel tab of the Data Exchange work
i b GImport and Load Data.
marea,nclick
t
2. In the Import File menu, select Import Local
ฺ
in File.tude
2 @
9 his S
Information:
a d t The selected file is loaded to the Oracle
hlocal machine.
WebCenter Content(m
a
This selects a file from your
s s e
u with the hcm/dataloader/import account.
server and secured
d
a dialog t o
e click Browse.
3. In the SelecthFile
s a e n sbox,
e
4. Select lic
dthe StudentXX_Rehire.zip file. You can also drag the zip file from your file explorer
m m
and drop it on the Browse button.
M oha5. Click Submit.

Information:
success.
9. Review the status of the StudentXX_Rehire data set you uploaded.
Information:

1. Click Navigator > Person Management.
3. In the Search Results section, you will notice the new hire entries.
4. Select the entry for Hall, Jackie.
The Jackie Hall: Person Management, Manage Employment page appears.

7. Notice that the Hire Date is 9/1/15 and the Assignment is Trainer.
8. Click Done to close the Jackie Hall: Person Management page.
a ble
10. If you wish, search for and review the worker record that you loaded for Morgan, Rob.
f e r
an s
n - t r
o
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Practice 8-5: Loading a New Primary Assignment
Overview
In this practice, you load a second assignment for an existing employee, Gary Norman, and also
make this new assignment his primary assignment.
Assumptions
Tasks

f e r
ans
2. On the home page, click My Workforce > Person Management. n - t r
a no
Exploring Gary Norman’s Profile
h a s
m ) e ฺenter your student
1. In the Person Number field of the Person Management: o
c Gu i d
Search page,
ID (for example, Student01) and click Search. mฺ
i
2. In the Search Results section, scroll down nandb e ntNorman.
ฺi clickdGary
9
The Gary Norman: Person Management, 2 @Manage S tuEmployment page appears.
ad assignment s
thi information that you loaded.
a h
3. Explore the work relationship and e
s is ITuConsultant
s
( m
4. Notice that the Assignment
d t o and the Primary field under the Assignment
Details section
a a
h ens
is Yes. e
5. Click d s lic Tree icon by the assignment name.
e the Employment
6.mm
In the Employment Tree dialog box, notice that there is one assignment under Active Work
o h a Relationships – IT Consultant.
M 7. Click OK to close the Employment Tree dialog box.
8. Click Done to close the Manage Employment page.
10. Click Done on the Gary Norman: Person Management, Manage Employment page.

Information:

5. Select the StudentXX_Primary2Secondary.zip file. You can also drag the zip file from
6. Click Submit.
9. On the Import and Load Data page, click Refresh in the Search Results Data Set table.
Information:
success.
10. Review the status of the StudentXX_Primary2Secondary data set you uploaded.
a ble
Information:
f e r
an s
n - t r
a no
h a s
1. Click Navigator > Person Management. m ) e ฺ
o
ฺcpage, G i d
u your student ID (for
2. In the Name field of the Person Management: Search
b m t enter
example, Student01) and click Search. inฺi e n
d
tuGary Norman appears twice. Click Gary
3. In the Search Results section, you 9 will@
2 notice S
that
d thi
aContractor. s
Norman with the job listed as
s a h s e Manage Employment page appears
( m
The Gary Norman: Person u
Management,
toand assignment information that you loaded.
a
4. Explore the work d e
relationship
s c e ns is IT Consultant and the Primary field under the Assignment
h Assignment
athe
ed section lisi No.
5. Notice that
m
Details
ha6.mClick the Employment Tree icon by the assignment name.
Mo 7. In the Employment Tree dialog box, select ASN109_2.
9. Notice that the Assignment name on the Manage Employment page is ASN109_2 and the
Primary field under the Assignment Details section is Yes.

Practice 8-6: Making a Primary Assignment Secondary
Overview
In the previous practice, you added a second assignment (ASN109_2) to an existing employee,
Gary Norman, and also made this new assignment his primary assignment. In this practice, you
switch the assignments and make the secondary assignment (IT Consultant) primary.
Assumptions
Tasks
a ble
f e r
ans
1. Ensure that you are signed in as hcm_implXX. n - t r
2. a no
On the home page, click My Workforce > Data Exchange to open the Data Exchange
work area.
h a s
m ) e ฺ
Importing and Loading Data o
ฺc Gu i d
b m
i area, n t Import and Load Data.
1. In the Tasks panel tab of the Data Exchange i nฺwork ud e click
2 @ S t
h a d9 this
Information:
s a localumachine.
s e The selected file is loaded to the Oracle
d (
This selects a file fromm your
to secured with the hcm/dataloader/import account.
a e
ensbox, click Browse.
sahFilelicdialog
WebCenter Content server and
3. In thedSelect
4. m
e
m Select the StudentXX_Secondary2Primary.zip file. You can also drag the zip file from
M oha your file explorer and drop it on the Browse button.

5. Click Submit.
Information:
success.
9. Review the status of the StudentXX_Secondary2Primary data set you uploaded.
Information:

2. In the Person Number field of the Person Management: Search page, enter your student
ID (for example, Student01) and click Search.
3. In the Search Results section, you will notice that Gary Norman appears twice. Click Gary
Norman with the job listed as Contractor.
5. Notice that the Assignment is IT Consultant and the Primary field under the Assignment
Details section is Yes.
6. Click the Employment Tree icon by the assignment name.
a ble
7. In the Employment Tree dialog box, select ASN109_2.
f e r
8. Click Yes on the warning message. an s
n - t r
9.
no
Notice that the Assignment name on the Manage Employment page is ASN109_2 and the
Primary field under the Assignment Details section is No. a
h a s
m ) e ฺ
11. Click Yes on the warning message. o
ฺc Gu i d
b m nt Employment page.
nฺi udeManage
12. Click Done on the Gary Norman: Person Management,
i
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Practice 8-7: Loading Multiple Changes Per Day Data
Overview
In this practice, you upload multiple changes per day data.
Assumptions
Tasks
Exploring the Multiple Changes Per Day Data File

a ble
1. Open the Worker.dat file in the StudentXX_Step12_MultipleChangesPerDay folder.
f e r
2. Explore the file. ans
n - t r
3.
no
Notice that in this sample, the worker Newhire2 Lastname2 has three changes on August
11, 2015. a
h a sAction Code attribute
4. Under the WorkTerms and Assignments sections, notice that
m ) change
the
e ฺwith
o
ฺc Gu
indicates three changes – promotion, job change, and location i d
b m
EffectiveStartDate and EffectiveEndDate of 2015/08/11. t
i nฺi uden attributes and their values in
5. Notice the EffectiveSequence and EffectiveLatestChange
9 2 @ St
the MERGE lines.
h a d this
6. Close the file.
s a use
d ( m to
a
a h ens e
s c signed in as hcm_implXX.
d that youliare
e
1. Ensure
2.mm
o h a work area.
M
Information:
4. Select the StudentXX_MultipleChangesPerDay.zip file. You can also drag the zip file
from your file explorer and drop it on the Browse button.
5. Click Submit.

Information:
success.
9. Review the status of the StudentXX_MultipleChangesPerDay data set you uploaded.
Information:

1. Click Navigator > Person Management. a ble
f e r
2. In the Name field of the Person Management: Search page, enter Lastname2 and click
an s
Search.
n - t r
3. no
In the Search Results section, select the entry for Lastname2, Newhire2 with the job HR
a
Manager.
h a s
m ) e ฺ
The Newhire2 Lastname2: Person Management, Manage Employment page appears.
o
4. Click the View History button on the right side of theฺcAssignment:
i d
u HR manager section.
b m t G
i
5. Review the details in the Assignment History:nฺiHR manager
d e n dialog box.
6. Notice the three Changed Attributes9 2 @ S tu as a Manager, Job; Location, and
(Job; Working
aStart i s
d Dateth(8/11/15)
s a h
Location) and their Effective
e and Action (Promotion, Job Change,
( m
and Location Change) on 8/11/15.
t o us
a h ad n(3/3,
7. Notice the sequence
s e2/3, and 1/3) in which the changes occurred.
d s to close
8. Click Done
e licethe Assignment History: HR manager dialog box.
9. mClick Done to close the Manage Employment page.
a m
M oh 10. Click Yes on the warning message.
11. Click Done to close the Newhire2 Lastname2: Person Management, Manage Employment
page.

page.
a ble
f e r
ans
n - t r
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) ha ฺ
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Appendix A:
m ) Instructor
e ฺ
o
ฺc Gu i d
Demonstrations
m t
b
nฺi uden
i
@ St
9 2
d this
h a
a use
( m s
a d e to
s ah cens
ed li
mm
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Demonstration Overview
These demonstrations showcase various HCM Data Loader tasks and types of data that can be
uploaded to Oracle HCM Cloud using HCM Data Loader.
a ble
f e r
an s
n - t r
o
s an
) ha ฺ
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66 Appendix A: Instructor Demonstrations

Instructor Demonstration L3-1: Exploring the Supported Business
Objects
In this demonstration, you explore the supported business objects from the Initiate Data Load
page.
Demonstration Assumptions
Demonstration Tasks
a ble
f e r
ans
n - t r
no
2. a
s
work area.
) h a
m d e ฺ
Exploring the Supported Business Objects mฺc
o u i
b t G
nฺi uden
1. In the Tasks panel tab, click Initiate DataiLoad.
2. On the Initiate Data Load page, d 9 2@thatisbySdefault
explain
t the page lists all business objects
aha use th
that HCM Data Loader supports.
s
(m and texplain
3. Click the Sort By menu
d o that you can sort the business object list by load order
a a
h ens
or object name. Explain e
that you can also retrieve a specific object by entering its name in
d s
the Business lic search field and pressing Enter.
Object
4.mm
e
Click the Extended Lookup business object in the Search Results pane to open the
a
h Business Object Details: Extended Lookup page.
Mo 5. Explain that when you click the name of a business object in the Business Object column
in the Search Results table, you access the following information about the object:
• The component hierarchy of the object
• Component details for the selected component in the hierarchy
• Attribute details
6. Click the Attributes tab.
7. Select Actions > Export to Excel.
8. On the Opening export.xls dialog box, explain that you can export the attribute details to a
spreadsheet.
9. Click Cancel to close the dialog box.
10. Click Done to close the Business Object Details: Extended Lookup page.
11. Click Done to close the Initiate Data Load page.
Appendix A: Instructor Demonstrations 67

Instructor Demonstration L3-2: Creating HCM Data Loader Sample
Data
In this demonstration, you install the HCM Data Loader Desktop Integrator (HDLdi) tool, and use
it to generate the sample data files (.dat files) that you will upload during this course.
• You must have Java Runtime Environment (JRE) installed on your computer.
Demonstration Tasks
a ble
f e r
Installing the HDLdi Tool
a n s
1. On your desktop, create the folder HDLdi. (Right-click, select New > Folder,n
r
-t name the
o and
folder HDLdi.)
s an
2. On your desktop, create the folder HDLdi Sample Data. (Right-click,
) ha select
ฺ New > Folder,
and name the folder HDLdi Sample Data.)
ฺ c om uide
3. Copy the 2 HDLdi zip files from D:\Labs\Importing
i b G desktop folder HDLdi that
mDatantot the
you created in Step 1.
ฺ
in tude
2 @
9 his S
Information:
a d
h zip file is tbroken into two parts (HDLdi2.3.9.zip.001, and
a
Due to file size limitations, the
s s e
HDLdi2.3.9.zip.002).
d (m to u
s a hafoldereHDLdi,
4. In the desktop
n se select the file HDLdi2.3.9.zip.001, right-click, and select 7-Zip
> Extract
e c contents of both the zip files are extracted by this one action to the
Here. iThe
d desktop lfolder.
m m
HDLdi
a
oh 5. To start the HDLdi tool, double-click the file HDLdi2.3.9.jar in folder HDLdi. The HDLdi tool
M opens and the Welcome page appears.

Generating the Sample Data
1. In the left-hand pane of the HDLdi tool, click Setup.
2. On the Setup Information page, enter your student number in the Sequence# field. For
example, if you are student 01, then enter 01 in this field.
Information:
The sequence number makes the generated data unique; therefore, the number must be
unique in the class.
3. In the left-hand pane, click Generate Sample Files.
4. In the Legal Employer field, enter US1 Legal Entity.
5. In the Legislative Data Group field, enter US Legislative Data Group.
6. In the Business Unit Name field, enter US1 Business Unit.
a ble
f e r
7. In the Element Name field, enter Regular Salary.
ans
8. In the InputValue Name field, enter Amount.
n - t r
9. Click Generate Sample Files.
a no
10. In the Select the folder dialog box, find the desktop folder HDLdi
h a sSample Data and click
m
Select Folder. The sample data files are created immediately. ) e ฺ
o
ฺc that the i d
ufollowing message appears:
File Generation Process is Complete. nฺi b m
11. In the Results pane at the bottom of the page, confirm
n t G
i d e
12. Close the HDLdi tool.
9 2 @ Stu
h a d this
Preparing the Sample Data s afor Upload
u s e
d ( m to Sample Data. This folder contains 14 sample data folders:
1. Open the desktopa
ah cens e
folder HDLdi
•
d s li
Step1_InitialLoad
• eStep2_LineManager
m
m
M oha • Step3_Photos_Attachments
• Step4_IncrementalUpdates
• Step5_FlexFieldExamples
• Step6_MoreObjects
• Step7_Hire
• Step8_Termination
• Step9_Rehire
• Step10_Primary2Secondary
• Step11_Secondary2Primary
• Step12_MultipleChangesPerDay
• Step13_IndividualComp_RelocationAllowance
• Step14_SalaryDeltaOnlyUpdates
2. Delete folders Step4_IncrementalUpdates,
Step13_IndividualComp_RelocationAllowance, and Step 14_SalaryDeltaOnlyUpdates
as we do not use them in our activities.

3. Open the Step1_InitialLoad folder.
4. Delete the TalentProfile and Contact .dat files.
Information:
Uploading the TalentProfile and Contact business objects along with the Worker business
object in the same zip file causes an error.
5. Select the remaining 15 .dat files, right-click, and select 7-Zip > Add to Archive.
6. In the Add to Archive dialog box, enter StudentXX_InitialLoad in the Archive: field.
7. Click OK to save the StudentXX_InitialLoad.zip file.
8. Repeat steps 3 through 7 (except step 4) for all the remaining data folders, except folder
Step6_MoreObjects. In each case, construct the archive name by adding your student
identifier and an underscore to the folder name. Do not include the StepXX part of the
folder name.
a ble
9. In the HDLdi Sample Data folder, create a new folder, Create Data.
f e r
10. Take a copy of the Step6_MoreObjects folder and paste it in the HDLdi Sample Data >
an s
Create Data folder. n - t r
a no
11. In the folder HDLdi Sample Data > Create Data, open the copied Step6_MoreObjects
folder, which contains 14 .dat files. h a s
m ) e ฺ
12. Delete the RoleMapping .dat file. o
ฺc Gu i d
Information:
b m t
i nฺi uThis
One of the attributes in role mapping has changed. e n
d we remove the data file.
change is not reflected in the
sample data yet, which might lead to2an @ error. S t
Therefore,
h a d9 thisfile to edit it in Notepad.
13. Double-click the AreasOfResponsibility.dat
s a(for StudentXX_Person104),
u s e
14. In the second MERGE
d m
( to Infusion
line
t o change the legal employer name
s a ha ense
from US1 Legal Entity Corp USA1.
15. Saved
e lic and close the file AreasOfResponsibility.dat.
your changes
16. m
a m In the Step6_MoreObjects folder, select all 13 .dat files, right-click, and select 7-Zip > Add
M oh to Archive.
17. In the Add to Archive dialog box, enter StudentXX_MoreObjects in the Archive: field.
18. Click OK to save the file.
You have now completed creating your sample data.

Instructor Demonstration L3-3: Defining the Source System Owner
The data that you are loading uses source keys. Therefore, you must add your source-system
owner value to the HRC_SOURCE_SYSTEM_OWNER lookup before you load data. Your
source-system owner value is STUDENTXX, where XX is your unique student identifier.
• Time: < 7 minutes.
Demonstration Tasks
a ble
f e r
ans
1. Sign in as hcm_implXX. n - t r
2. Click Navigator > Setup and Maintenance. a no
h a s
Define the Source System Owner m ) e ฺ
o
ฺc Gu i d
m
1. In the Tasks panel tab of the Setup: page, click Search.
b t
i nฺi uCommon
2. On the Search page, search for and click Manage d e n Lookups.
2 @
9 hCommon t
S Lookups page, enter
3. In the Lookup Type field on thed
a Manage
i s
HRC_SOURCE_SYSTEM_OWNER
s ah useandt click Search.
4. In the Search Results
d (msection,
to select the HRC_SOURCE_SYSTEM_OWNER row to
a
h ens
display its lookup
a codes. e
s lic section of the page, click the New icon to add a lookup-code row.
5. In thedLookup Codes
e
6.mmIn the Lookup Code column, enter STUDENTXX (for example, STUDENT01).
h a
Mo 7. In the Display Sequence column, enter 1.
8. In the Start Date column, enter 1/1/01.
9. In the Meaning column, enter Student XX (for example, Student 01).
10. In the Description column, enter Student XX System Owner (for example, Student01
System Owner).

Instructor Demonstration L3-4: Uploading Data Using HCM Data
Loader
As an implementation consultant, you use HCM Data Loader to bulk-load business objects to
Oracle HCM Cloud. In this demonstration, you upload a basic set of sample data and validate
the loaded data. This basic set includes the following business objects: Action Reasons,
Actions, Contacts, Content Items, Education Establishments, Grades, Grade Rates, Jobs, Job
Families, Locations, Organizations, Positions, Rating Models, Salaries, Salary Bases, Talent
Profiles, and Workers.
a ble
f e r
• Replace XX with your student number. an s
n - t r
Demonstration Tasks
a no
h a s
m ) e ฺ
o
ฺc Gu i d
b m t to open the Data Exchange
2. On the home page, click My Workforce >iData nฺi Exchange
ud e n
work area. 2 @ S t
h a d9 this
Importing and Loading Data s a use
d m
(tab of thetoData Exchange work area, click Import and Load Data.
a
1. In the Tasks panel
ahFilecmenu, nseselect Import Local File.
s
2. In the Import
li e
m ed
Information:
m
M oha This selects a file from your local machine. The selected file is loaded to the Oracle
4. Select the StudentXX_InitialLoad.zip file. You can also drag the zip file from your file
5. Click Submit.
Information:
You may have to click Refresh multiple times to see the import status as Success.
9. Review the status of the StudentXX_InitialLoad data set you uploaded.

Information:
Validating Locations

5. In the Task list, click Manage Locations.
6. On the Manage Locations page, enter your student ID (for example, Student01) in the
Name field and click Search.
a ble
Information: f e r
ans
You see only locations 1, 2, and 3. After entering 1/1/01 in the Effective As-of-Date field
n - t r
loaded to confirm these results. a no
and performing search, you see all the 4 locations. You can examine the data file that you
has ฺto open the

7. In the Search Results section, click the name of one of your) locations
Location page.
ฺ c om uide
8. Review the details of the location.
ฺ i b m nt G
9. Click Done to close the Locations page.@ in tude
2
9 hipage.
10. Click Done to close the ManagedLocations s S
a
ah page e t
11. Click Done to close the s
Search s and return to the Setup page.
d (m to u
aha cense
Validating Grades
s
1. One the li
d Setup: Workforce Deployment page, click Manage Grades in the Task list.
m
2.m On the Manage Grades page, enter your student ID (for example, Student01) in the Name
M oha field and click Search.
Information:
Two grades appear in the search results.
3. In the Search Results section, click the name of one of your grades to open the Grade
page.
4. Review the details of the grade.
5. Click Done to close the Grade page.
6. Click Done to close the Manage Grades page.
Persons and Work Relationships


Norman.

If you wish, search for and review other person records that you loaded.
9. If time allows, you can validate other business objects that you loaded. For example, enter
your student ID (for example, Student01) in the Name field of the Search section on the
following pages to find your business objects:
a ble
• Manage Grade Rates
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• an s
Manage Job Families
n - t r
• Manage Positions o
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Instructor Demonstration L3-5: Loading Line Manager Data
In this demonstration, you upload line manager data for all the workers you loaded in the
previous demonstration.
Demonstration Tasks

f e r
a n s
Exchange
o
work area.
s an
) ha ฺ
ฺ c om uide
i b marea,nclick
t GImport and Load Data.
2. Click the dropdown menu on the Import File
ฺ
in button dande select Import Local File.
2 @ t u
Information:
a d 9 his S
a
This selects a file from your e t The selected file is loaded to the Oracle
hlocal machine.
WebCenter Content(m s s
server and secured
d
a dialog t o
e click Browse.
s a e n sbox,
e
4. Select lic _LineManager.zip file. Alternatively, you can drag the zip file from
dthe StudentXX
m m
a
oh 5. Click Submit.
M 6. On the Schedule Request page, click Submit.
Information:
You may have to click Refresh a few times to see the import and load status as success.
9. Review the status of the StudentXX_ LineManager data set you uploaded.
Information:

4. In the Search Results section, locate the row for James Harrington.
5. Click the View in Organization Chart icon next to James Harrington.
6. Click the Directs, Total link in each smart navigation window to view James Harrington's
direct and indirect reports.
The organization chart displays 4 hierarchy levels and the 10 workers you loaded initially.
7. Exit the Directory.
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f e r
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Instructor Demonstration L4-1: Generating Template Files
In this demonstration, you generate HCM Data Loader supported business object template files.
Demonstration Tasks

a ble
f e r
work area. n - t r
a no
Generating a Single Template
h a s
m ) e ฺ
1. In the Tasks panel tab, click Initiate Data Load. o i d
ฺc Guthe Location business
b m section, tselect
nฺi uden
2. On the Initiate Data Load page, Search Results
object. i
3. Click Generate Template on thedtable9 2@ s S t
hi
toolbar.
a h a
Submit.e t
s
4. On the Schedule page, click
( m us
Information:
adprocess t o
a
This initiates
s hthe
e n sethat identifies the business object shape and generates the
e d file. lic
template
5.mm
Click OK to close the confirmation message.
h a
Mo 6. Click Refresh on the toolbar to view the Download File icon in the File column for
Location. You may need to refresh more than once before the Download File icon
appears.
Information:
If the Download File icon is in the column before you start, you may not need to generate
the template again. Check the Last Generated column to identify when the template was
generated.
7. Click the Download File icon.
8. Save the template file to your desktop.
9. Double-click the saved template to open it and review the contents. Notice the COMMENT
and METADATA instructions. The METADATA line includes all possible attributes for the
Location object.
10. Close the template.

Generating Multiple Templates
1. Click the Generate Templates button at the top right corner of the Initiate Data Load page.
2. On the Schedule page, click Submit.
4. Click Refresh on the Search Results section toolbar to view the Download File icons in the
File column. You may need to refresh more than once before the Download File icons
appear.
5. To download a single zip file, click the Processes tab on the Initiate Data Load page.
6. In the Search Results table, All row, click the Download File icon in the File column.
7. Save the zip file to your desktop.
8. Double-click the zip file to open it and see all of the setup template files that you generated.
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Instructor Demonstration L5-1: Loading Photos and Attachments
In this demonstration, you review the photos and attachments zip file before uploading it and
validating the results.
Demonstration Tasks
Exploring the Photos and Attachments Zip File a ble

f e r
1. Double-click the StudentXX_Photos_Attachments.zip file in the HDL Sample Data folder
ans
on your desktop. n - t r
2. a no
Explore the contents of the StudentXX_Photos_Attachments.zip file. You will notice that
h a s
it has a BlobFiles folder and DocumentsOfRecord.dat and Worker.dat files.
m ) e ฺ
3. Open the BlobFiles folder. o
ฺc Guploaded
u i d
4. Notice that it has 10 sample photos – one for each
ฺ i b mworker tyou
n and a sample
Return to Work letter.
@ in tude
5. Open the DocumentsOfRecord.dat
d 2
9 file.his S
6. Notice that the Return to Work
a
ah letter e t PERSON_109, that is, Gary Norman.
is for
Information:
s
(m to u s
d
a a cethe
You will nowhupload
s
e
nsStudentXX_Photos_Attachments.zip file.
edPhotos and li Attachments

m
Loading
m
M oha1. Log in as hcm_implXX.
2. On the home page, click My Workforce>Data Exchange.
Information:
6. Select the StudentXX_Photos_Attachments file. You can also drag the zip file from your
7. Click Submit.
8. On the Schedule Request page, set File Action to Import only.
Information:
In this demonstration, you perform the import to the stage tables and the load to the

application tables as separate steps. This approach can be helpful in isolating and fixing
errors.
9. Click Submit.
Information:
You may have to click Refresh a few times to see the import status as Success.
12. Review the status of the StudentXX_Photos_Attachments data set you uploaded.
The Imported column has a status of Success (depicted by a green check mark). The
Imported (%) column displays 100.
Information:
This means that the business objects have been successfully imported to the stage tables.
a ble
13. Select the zip file that you loaded in the Search Results table to see its details in the
f e r
Details table.
an s
n - t r
no
Information:
s a
The Load Order column shows the order in which the objects should be loaded to the
application tables.
) h a
m d e ฺ
14. Select the Worker row and click Load. o
ฺc Gu i
15. On the Schedule Request page, click Submit, ฺ i b m
and then n
OKt to close the Confirmation
i n ud e
dialog box.
2 @ S t
16. On the Import and Load Data page,
h a d9 clickthRefresh
is in the Details section.
17. Once the Loaded statussfora the Worker
u s e object is Success, repeat from step 14 to load the
d m
Document Record(object totthe o application tables.
a
ah cens e
s
Information:
edall objectsliare successfully loaded, the Success status appears in the Loaded
Once
m
mcolumn for each object and the Loaded (%) value is 100 for each object.
M oha
4. Once the Search Results section displays all the workers you had loaded, notice that all the
workers you uploaded now have photos in their profiles.
8. The Gary Norman: Person Management, Manage Employment page appears.
Norman.

10. Click the Documents tab and review the Document Records section.
The Return to Work letter now displays under this section.
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Instructor Demonstration L6-1: Loading Data, Reviewing, and Editing
Errors
In this demonstration, you deliver the zip file manually to the Oracle WebCentre Content server,
load and import data, and review and edit errors in the data using HCM Data Loader.
Demonstration Tasks
a ble
f e r
an s
n - t r
no
2. a
On the home page, click Navigator > More…> File Import and Export to open the File
s
Import and Export page.
) h a
m d e ฺ
Delivering the Zip File Manually to the Oracle m
o
ฺc GContent
WebCenter u i Server
i b n t
inฺ and
1. In the Search Results section of the File Import
@ t u e page, click Actions > Upload.
dExport
d
2. In the Upload File dialog box, click 2
9Browse.
i s S
a h
ah use t file in the HDLdi Sample Data > Create Data
folder. (m tos
3. Select the StudentXX_MoreObjects.zip
d
s ahafield
4. In the Account
e n
of seUpload File dialog box, select hcm/dataloader/import.
the
e
5. Click ic
dSave and lClose.
m m
h a
Mo
1. Open the Import and Load Data page (Navigator > Data Exchange > Import and Load
Data).
2. On the Import and Load Data page, click Import File.
3. In the WebCenter Content Files dialog box, select the StudentXX_MoreObjects.zip file
that you posted to the WebCenter Content server and click Submit.
Information:
The WebCenter Content Files dialog box lists any files that have not been processed. You
can filter the list to reduce it. For example, you can enter the WebCenter Content ID or file
creation date.

Reviewing Data
Information:
You may have to click Refresh a few times to see the updated import and load status.
2. Review the status of the StudentXX_MoreObjects.zip data set you uploaded.

3. The Imported column has a status of Success and the Loaded column has a status of
Error. The Imported (%) columns display 100 and the Loaded (%) column displays 98.
The Objects Failed column displays 1.
4. Click the Messages icon in the Messages column for the StudentXX_MoreObjects.zip
row.
5. On the Messages:StudentXX_MoreObjects.zip page, review the message for the Areas
a ble
of Responsibility business object: The values Infusion Corp USA1 are not valid for the
f e r
attribute LegalEntityId.
ans
6. Click Done to close the message. n - t r
a no
Editing Data
h a s
m )page, select
e ฺ the
1. In the Search Results section of the Import and Load Data
o
ฺc Gu i d
StudentXX_MoreObjects.zip row.
b m t
Information: i nฺi uden
9
The StudentXX_MoreObjects.zip:Details 2 @ table S tdisplays all the 13 business objects in the
adstatuses s
thini detail.
s a h
zip file and their import and load
e
2. Review the Areas ofm
( t o us row, which has a status of Error in the Loaded
Responsibility
column.
a h ad nse
3. Click 1 insthe Objects
e d l ice Failed column of the Details table.
4. mOn the Object Errors: StudentXX_MoreObjects.zip - Areas of Responsibility page, expand
m
M oha the StudentXX_MoreObjects.zip>Areas of Responsibility structure in the Data
Structure pane.
5. Select the StudentXX HR Rep by Loc-STUDENTXX_PERSON104 item in the Data
Structure pane.
Information:
The attributes appear on the right-hand side Details: section. It might take a few seconds
for the attributes to appear.
6. Scroll down the list of attributes and locate the LegalEmployerName attribute.
7. Select the LegalEmployerName attribute row and click the Edit button.
8. Replace Infusion Corp USA1 with US1 Legal Entity in the Current Value column.
9. Click Save.
10. Click OK on the error message.
11. Click Save and Close to return to the Import and Load data page.
12. In the StudentXX_MoreObjects.zip:Details table, select the Areas of Responsibility row
and click the Load button.

13. On the Schedule Request page, click Submit, and then OK to close the Confirmation
message.
14. Click the Refresh button in the StudentXX_MoreObjects.zip:Details table to view the
status of the load. You might have to click Refresh several times to see the load status as
Success.
Information:
The Loaded column now has a status of Success and the Loaded(%) column displays
100. This indicates that the corrected business object, Areas of Responsibility, has loaded
successfully.
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Instructor Demonstration L7-1: Creating a Spreadsheet Template
In this demonstration, your instructor shows you how to create a spreadsheet template by
completing the following four steps:
• Defining general information for the template.

• Designing the template's contents and layout.
• Specifying template instructions, if required.
• Reviewing the design and generate a test spreadsheet from the template.
• a ble
Time: <15 minutes
f e r
ans
n - t r
Prerequisites
a no
•
h a s Integration Add-in for
Ensure that you have the desktop client Oracle ADF 11g Desktop
Excel installed. m ) e ฺ
o
ฺc Gu i d
b m t
Demonstration Tasks
i nฺi uden
9 2 @ St
h a d this
1. Ensure that you are signeds ain asuhcm_implXX.
s e
d m
(click MytWorkforce
o
h a
2. On the home page,
s e > Data Exchange to open the Data Exchange
sa licen
work area.
d
m e
h a m
Defining the Template
M o 1. On the Tasks panel tab, select Manage Spreadsheet Templates to open the Manage
Spreadsheet Templates page.
2. Click Create to open the Create Template dialog box.
3. Complete the Name and Business Object fields as given in the table and explain the
purpose of the fields in the Create Template dialog box:
Field Value Explanation
Name Demo Jobs By default, generated spreadsheets have the name
of the template with a date and time stamp.
Code The Code value is generated automatically based
on the Name value. You can overwrite the code.
Business Object Job Select the business object to which the template
relates.
Legislative Data Select the legislative data group, if the template is

Group legislation-specific.
Description Enter a description.
Category Select a category, if required.
4. Click OK.
5. On the Define: Demo Jobs page, notice that some fields contain values that you entered in
the Create Template dialog box.
6. Notice that the status is Draft by default.
You can generate spreadsheets from Active templates only. Leave the template in Draft
status until it's ready for use.
7. Click the Design tab to open the Design: Demo Job page.
Designing the Template a ble

f e r
1. Explain that:
a n s
a. The Available Attributes panel lists all attributes of all components of then
r
-t and
object
o
any associated translation objects.
s an
b. In the Selected Attributes panel, attributes appear in the order
) ha in which
ฺ you added
them.
ฺ c om uide
2. Point out and explain that you can do the following
i b G Attributes panel:
min thenAvailable
t
ฺ
in View de to see the component hierarchy.
a. Switch to a tree view by clicking the Tree
2 @ t uicon
S you see separate entries in the
Explain that for each component
a d 9 of the h i s
object,
hierarchy for attributes,h
a flexfield t
attributes,
e and child components.
(m s
componentu
s
b. Select a specific
d
aexample, t o by clicking the Job list on top of the Available Attributes
e the job object, you could select Job Extra Information to
s ahother
panel. For
e n sfor
e
exclude
d l icjob components from the list of available attributes.
m m
c. Click an attribute name to view the attribute details.
a
oh d. Move attributes from the Available Attributes panel to the Selected Attributes panel.
M When you move the first attribute, any required attributes for the component move
automatically to the Selected Attributes panel. Attributes that are required conditionally
don't move. You must add them explicitly to include them.
3. Point out and explain that you can do the following in the Selected Attributes panel:
a. Change the attribute order. Click the Reorder icon to open the Reorder Attributes
dialog box.
b. Duplicate a component. This option exists for any component that can appear more
than once in an object.
c. Edit the details of an attribute.
4. Drag and drop the following attributes from the Available Attributes panel to the Selected
Attributes panel:
• Effective Start Date.
Notice that the required attributes, Code and SetCode, move to the Selected Attributes
panel when you drag and drop the Effective Start Date attribute.

• Effective End Date.
Notice that the Effective End Date attribute does not appear in the Selected Attributes
panel. This is because it is hidden by default.
• Name
• Status
5. On the Selected Attributes: All panel toolbar, select the Show excluded attributes check
box.
The Effective End Date attribute appears.
6. Select the Effective End Date row and click Edit on the toolbar.
7. In the Edit – Effective End Date dialog box, select the Visible check box to make the
attribute visible.
a ble
8. Click OK to close the dialog box. f e r
ans
9. On the Selected Attributes: All panel toolbar, click the Reorder icon to open the Reorder
n - t r
Attributes dialog box. o
s an
10. Select the attribute and use the Move selected items up one in list and Move selected
) ha ฺ
items down one in list buttons to arrange the attributes in the following order:
• Effective Start Date ฺ c om uide
• ฺ i b m nt G
Effective End Date
@ in tude
• SetCode
d 2
9 his S
• Code a
ah use t
• Name
s
(m to
Status ha
d
•
s a cense
li
d or Temporary
me
• Regular
m Click OK to return to the Design: Demo Jobs page.
ha11.
o
M 12. Click the Instructions tab to open the Instructions: Demo Jobs page.
Entering Template Instructions
1. Click Add to open the Create Instruction dialog box.
2. Complete the fields as shown in the following table:
Field Value
Heading Validating Loaded Data
Instruction After loading the jobs, validate the successful creation of
jobs in Setup and Maintenance > Manage Job.
Information:
You can create additional sections of instruction text, as required. You can also reorder and
delete sections.
3. Click OK.

4. Click the Review tab to open the Review page.
Reviewing the Template

1. Review the attributes you included in the Design stage.
2. Click Save.
3. Click OK on the confirmation message.

4. Click the Define tab to open the Define: Demo Jobs page.
5. In the Status field, select Active.
6. On the Save menu, click Save and Close to return to the Manage Spreadsheet Templates
page.
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Instructor Demonstration L7-2: Copying a Spreadsheet Template
In this demonstration, your instructor shows you how to copy a spreadsheet template.
Demonstration Prerequisites
Complete the following instructor demonstration before beginning this one:
• L7-1 Creating a Spreadsheet Template
a ble
f e r
Demonstration Tasks ans
n - t r
Sign In and Navigate a no
h a s
m ) e ฺ
ฺ
2. On the home page, click My Workforce > Data Exchange o
c Gu to i
open dthe Data Exchange
m t
nฺib uden
work area.
i
@ St
Copying a Template 9 2
d this
h a
1. On the Tasks panel tab ofathe Data Exchange
e
( m s u s work area, select Manage Spreadsheet
Templates.
a d e to
2. On the Manage
c e nsActions
h Spreadsheet
sathe Templates page, select the Demo Jobs template and select
Copydfrom
e li
template menu.
3.mm
In the Name field in the Copy Template dialog box , enter Demo Job_Copy.
h a
Mo 4. Explain that:
a. A Code value is created automatically based on the name value. You can overwrite the
code value.
b. You can select a legislative data group, if the template is legislation-specific.
c. You can enter a description and select a category, if required.
5. Click OK.
6. Click OK to close the Confirmation dialog box.
7. On the Manage Spreadsheet Templates page, the new Demo Job_Copy spreadsheet
template appears.
8. Explain that you can click the name of the spreadsheet template to open it for editing.
9. Explain that you can copy a spreadsheet template in any status, but the status of the new
spreadsheet template is always Draft. Change the status to Active when the template is
ready to use. Active spreadsheet templates are available on the Run Spreadsheet Data
Loader page.

Instructor Demonstration L7-3: Importing and Exporting Spreadsheet
Templates
In this demonstration, your instructor shows you how you can import and export spreadsheet
templates.
Demonstration Prerequisites
a ble
Complete the following instructor demonstration before beginning this one: f e r
an s
• L7-1 Creating a Spreadsheet Template
n - t r
Demonstration Tasks a no
h a s
m ) e ฺ
o
ฺc Gu i d
b m t to open the Data Exchange
nฺi Exchange
2. On the home page, click My Workforce >iData
ud e n
work area. 2 @ S t
h a d9 this
s a use
Exporting Spreadsheet Templates
d m
(tab of thetoData Exchange work area, select Manage Spreadsheet
a
ah cense
1. On the Tasks panel
d s
Templates.
li
One
2. m the Manage Spreadsheet Templates page, select the Demo Jobs template.
ha3.mSelect Export from the Import menu on the toolbar.
Mo 4. In the Opening dialog box, select Save File and click OK.
5. In the Enter name of file to save to dialog box, select a location for the file and click Save.
6. The file is exported to the specified location in XML format.
You can deliver the file to the target environment.
Importing Spreadsheet Templates

1. On the Tasks panel tab of the Data Exchange work area, select Manage Spreadsheet
Templates.
2. On the Manage Spreadsheet Templates page, click Import.
3. Explain the purpose of the fields in the Import dialog box:
Field Purpose
Name Enter a unique name for the spreadsheet template. This
name applies in the target environment.

Code The Code field is completed automatically based on the
name value. You can overwrite the value.
Legislative Data Group If your template is legislation-specific, then select the
legislative data group.
Import Click Browse to select the template file.

Description Enter a description and select a category, if required.
Category Enter a description and select a category, if required.
4. Click Cancel in the Import dialog box to return to the Manage Spreadsheet Templates
page.
5. Explain that once you import a spreadsheet template, you can search for it on the Manage
Spreadsheet Templates page. The status of an imported spreadsheet template is always
a ble
Draft. You can change the status to Active when the template is ready for use. f e r
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Instructor Demonstration L8-1: Loading Flexfield Data
In this demonstration, you upload Job Legislative extensible flexfields data for United States.
Demonstration Tasks

a ble
f e r
2. On the home page, click Navigator > Setup and Maintenance. an s
n - t r
Exploring the Job Details a no
h a s
m ) e ฺ
o
ฺc Gu
2. In the Functional Areas list, select Workforce Structures. i d
3. In the Show field, select All Tasks. b m
ฺi dent
i n
4. In the Task list, click Manage Job. @
9 2 S tu
5. On the Manage Jobs page, enter
t s
adyoure student
hi ID (for example, Student01) in the Code field
s a h
and click Search.
( m t o us the job name XX: Chief Financial Officer to open the
h d se
6. In the Search Results
aFinancialsection, click
s licen Officer - STUDENTXX CFO page.
a
Job: XX: Chief
d
e
Information:
m
mYou select XX: Chief Financial Officer as it is one of the four jobs you will be loading
M oha extensible flexfields data for.
8. In the United States Job Information section, notice that the EEO-1 Category and Line
of Progression fields are blank.
10. If you wish, you can review the other jobs you will be loading flexfields data for – Chief


Information:
5. Select the StudentXX_FlexFieldExamples.zip file. You can also drag the zip file from your
6. Click Submit.
Information:
a ble
You may have to click Refresh a couple of times to see the import and load status as f e r
ans
success.
n - t r
no
10. Review the status of the StudentXX_FlexFieldExamples data set you uploaded.
a
h a s
m ) e ฺ
Information: o
ฺc Gimported i d
u to the stage tables
b m t
nฺi uden
This means that the business objects have been successfully
and loaded to the application tables. i
@ St
9 2
d this
Validating Loaded Data h
a use a
( m s
1. Click Navigator > Setup
d and
t o
Maintenance.
a a cselect
2. In the Setuphfield,
s e
e
nsWorkforce Deployment.
edFunctional
3. In the li Areas list, select Workforce Structures.
m
4.m In the Show field, select All Tasks.
o h a
M 5. In the Task list, click Manage Job.
6. On the Manage Jobs page, enter your student ID (for example, Student01) in the Code field
and click Search.
7. In the Search Results section, click the job name XX: Chief Financial Officer to open the
Job: XX: Chief Financial Officer - STUDENTXX CFO page.
9. In the United States Job Information section, notice that the EEO-1 Category field now
displays Professionals and the Line of Progression field displays Testing.
11. If you wish, you can review the other jobs you have loaded flexfields data for – Chief

Instructor Demonstration L8-2: Hiring Workers
In this demonstration, you hire two workers via upload and validate the loaded data.
Demonstration Tasks

a ble
f e r
2. On the home page, click My Workforce > Data Exchange to open the Data Exchange an s
work area. n - t r
a no
h a s
m ) e ฺ
1. In the Tasks panel tab of the Data Exchange work area, o
ฺc Gu i
click Importd and Load Data.
ฺ i b m n t
i n ud e
Information:
2 @
9local machine. S t
h a dsecured
This action selects a file from your
t h isthe hcm/dataloader/import
The selected file is loaded to the Oracle
WebCenter Content server
s a use
and with account.
(m box,toclick Browse.
3. In the Select File dialog
d
4. Select thea
s ha ense file. You can also drag the zip file from your file explorer
StudentXX_Hire.zip
e d it on thelicBrowse button.
and drop
5.mm
Click Submit.
h a
Mo 6. On the Schedule Request page, click Submit.
Information:
success.
9. Review the status of the StudentXX_Hire data set you uploaded.
Information:

2. In the Name field of the Person Management: Search page, enter Morgan, Rob and click
Search.
The new hire appears.
3. Search for the other new hire, Hall, Jackie, and click the name in the Search Results
section.
4. The Jackie Hall: Person Management, Manage Employment page appears.
7. Notice that the Hire Date is 8/1/15 and the Assignment is Manager1.
8. In the Tasks panel tab, click Manage Person. a ble
f e r
ans
10. Click Done to close the Jackie Hall: Person Management page. n - t r
11. Click Yes on the warning message. a no
h a
12. If you wish, search for and review the worker record that you loaded
s for Morgan, Rob.
m ) e ฺ
o
ฺc Gu i d
b m t
i nฺi uden
9 2 @ St
h a d this
s a use
d ( m to
a
ah cens e
s li
m ed
m
M oha

Instructor Demonstration L8-3: Terminating Work Relationships
In this demonstration, you terminate the work relationships of the workers that you hired in
Demonstration L8-2. You explore the Worker.dat file that has the termination data, upload the
data, and validate the loaded data.
Demonstration Tasks
a ble
f e r
Exploring the Termination Data File
a n s
1. Double-click the Worker.dat file in the StudentXX_ Step8_Termination folder n r
-tot open it in
o
Notepad.
s an
) ha ฺ
3. Notice that in this sample, the user key PersonNumberohas
c e
m beenidused.
ฺ
mattribute u
G a value of Y.
4. Notice that the TerminateWorkRelationshipFlag
ฺ i b n t has
5. Notice that the ActualTerminationDate has
@ de as 2015/08/15.
in beentuspecified
6. Close the file. d 2
9 his S
a a
h se t
Sign In and Navigate(m s u
d t o
1. Ensure that
s ahyoua aree n se in as hcm_implXX.
signed
2. One d home page,
the lic click My Workforce > Data Exchange to open the Data Exchange
m m
work area.
h a
Mo Importing and Loading Data
Information:
4. Select the StudentXX_Termination.zip file. You can also drag the zip file from your file
5. Click Submit.

Information:
success.
9. Review the status of the StudentXX_Termination data set you uploaded.
Information:

1. Click Navigator > Person Management. a ble
f e r
a n s
3. In the Search Results section, you will notice that Morgan, Rob and Hall, Jackie n r
-t do not
appear on the list. n o
s a
) h a been terminated.
This indicates that the work relationships of these two workers have
4. Perform the search again, but this time select the Includem terminated
d e ฺwork relationships
o i
ฺcrelationships
u in the search results.
search option. This time you see the terminated work
b m t G
i nฺi uden
9 2 @ St
h a d this
s a use
d ( m to
a
ah cens e
s li
m ed
m
M oha

Instructor Demonstration L8-4: Rehiring Workers
In this demonstration, you rehire the two workers whose work relationships you terminated in
Demonstration L8-3. You upload the rehire data and validate it.
Demonstration Tasks

f e r
a n s
Exchange
o
work area.
s an
) ha ฺ
ฺ c om uide
i b GImport and Load Data.
marea,nclick
t
2. In the Import File menu, select Import Local
ฺ
in File.tude
2 @
9 his S
Information:
a d t The selected file is loaded to the Oracle
hlocal machine.
WebCenter Content(m
a
This selects a file from your
s s e
server and secured
d
a dialog t o
e click Browse.
s a e n sbox,
e
4. Select lic
dthe StudentXX_Rehire.zip file. You can also drag the zip file from your file explorer
m m
and drop it on the Browse button.
M oha5. Click Submit.

Information:
success.
9. Review the status of the StudentXX_Rehire data set you uploaded.
Information:

3. In the Search Results section, you will notice the new hire entries.
4. Select the entry for Hall, Jackie.
The Jackie Hall: Person Management, Manage Employment page appears.

7. Notice that the Hire Date is 9/1/15 and the Assignment is Trainer.
8. Click Done to close the Jackie Hall: Person Management page.
a ble
10. If you wish, search for and review the worker record that you loaded for Morgan, Rob.
f e r
ans
n - t r
o
s an
) ha ฺ
ฺ c om uide
ฺ i b m nt G
@ in tude
d 2
9 his S
a
ah use t
s
(m to
d
s aha cense
ed li
m m
M oha

Instructor Demonstration L8-5: Loading a New Primary Assignment
In this demonstration, you load a second assignment for an existing employee, Gary Norman,
and also make this new assignment his primary assignment.
Demonstration Tasks

f e r
an s
2. On the home page, click My Workforce > Person Management. n - t r
a no
Exploring Gary Norman’s Profile
h a s
m )enter your
e ฺ student ID (for
o
1. In the Name field of the Person Management: Search page,
ฺc Gu i d
b m ntNorman.
ฺi clickdGary
i
2. In the Search Results section, scroll down nand e
The Gary Norman: Person Management,9 2 @Manage S tuEmployment page appears.
ad assignments
thi information that you loaded.
a h
3. Explore the work relationship and e
s is ITuConsultant
s
( m
4. Notice that the Assignment
d t o and the Primary field under the Assignment
Details section
a a
h ens
is Yes. e
5. Click d s lic Tree icon by the assignment name.
e the Employment
6.mm
In the Employment Tree dialog box, notice that there is one assignment under Active Work
o h a Relationships – IT Consultant.
M 7. Click OK to close the Employment Tree dialog box.

Information:

5. Select the StudentXX_Primary2Secondary.zip file. You can also drag the zip file from
6. Click Submit.
Information:
success.
10. Review the status of the StudentXX_Primary2Secondary data set you uploaded.
a ble
Information:
f e r
ans
and loaded to the application tables. n - t r
a no
h a s
m ) e ฺ
1. Click Navigator > Person Management. o
ฺcpage, G u i d
2. In the Name field of the Person Management: Search
i b m n t enter your student ID (for
example, Student01) and click Search. inฺ d e
9 2 @ thattuGary Norman appears twice. Click Gary
will notice S
3. In the Search Results section, you
h a d this
s aManagement,
u s e Manage Employment page appears.
( m
The Gary Norman: Person
d toand assignment information that you loaded.
a
h ens
4. Explore the work
athe e
relationship
5. Noticed s
that lic
Assignment is IT Consultant and the Primary field under the Assignment
m e
Details section is No.
h a m
Mo
6. Click the Employment Tree icon by the assignment name.
7. In the Employment Tree dialog box, select ASN109_2.
9. Notice that the Assignment name on the Manage Employment page is ASN109_2 and the
Primary field under the Assignment Details section is Yes.

Instructor Demonstration L8-6: Making a Primary Assignment
Secondary
In the previous demonstration, you added a second assignment (ASN109_2) to an existing
employee, Gary Norman, and also made this new assignment his primary assignment. In this
demonstration, you switch the assignments and make the secondary assignment (IT
Consultant) primary.
a ble
f e r
Demonstration Tasks
an s
n - t r
a no
1. Ensure that you are signed in as hcm_implXX. h a s
m ) e ฺ Data Exchange
2. On the home page, click My Workforce > Data Exchange o
ฺc Gu i
to open dthe
work area.
b m t
i nฺi uden
9 2 @ St
h
1. In the Tasks panel tab of the a d Exchange
Data t h is work area, click Import and Load Data.
s a use
d ( m
2. In the Import File menu,
o
select
t Import Local File.
Information: ha se
s a e n
d a filelicfrom your local machine. The selected file is loaded to the Oracle
This selects
e
m m
a
oh 3. In the Select File dialog box, click Browse.
M 4. Select the StudentXX_Secondary2Primary.zip file. You can also drag the zip file from
5. Click Submit.
Information:
success.
9. Review the status of the StudentXX_Secondary2Primary data set you uploaded.

Information:


3. In the Search Results section, you will notice that Gary Norman appears twice. Click Gary
a ble
5. Notice that the Assignment is IT Consultant and the Primary field under the Assignment
f e r
Details section is Yes.
ans
6. Click the Employment Tree icon by the assignment name. n - t r
7. In the Employment Tree dialog box, select ASN109_2. a no
8. Click Yes on the warning message. h a s
m ) page eisฺASN109_2 and the
ฺiscNo. Guid
9. Notice that the Assignment name on the Manage Employment
m
o
b ent
Primary field under the Assignment Details section
nฺipage.
i
10. Click Done to close the Manage Employment
@ t ud
2
d9 this
11. Click Yes on the warning message. S
12. Click Done on the Gary s h a
a uPerson e Management, Manage Employment page.
( m
Norman: s
a d e to
s ah cens
ed li
m m
M oha

Instructor Demonstration L8-7: Loading Multiple Changes Per Day
Data
In this demonstration, you upload multiple changes per day data.
Demonstration Tasks
a ble
Exploring the Multiple Changes Per Day Data File
f e r
an s
1. Open the Worker.dat file in the StudentXX_MultipleChangesPerDay folder.
n - t r
a no
3. s
Notice that in this sample, the worker Newhire2 Lastname2 has three changes on August
h a
11, 2015.
m ) e ฺ
4. Under the WorkTerms and Assignments sections,ฺnotice o
c Gu that i
the dAction Code attribute
ฺ
indicates three changes – promotion, job change, m n t change with
ib and elocation
i n ud
2 @
EffectiveStartDate and EffectiveEndDate of 2015/08/11.
S t
5. Notice the EffectiveSequence and
h a d9EffectiveLatestChange
t h is attributes and their values in
the MERGE lines.
s a use
6. Close the file.
d ( m to
a
ah cens e
s li
m ed
1.m Ensure that you are signed in as hcm_implXX.
o h a
M 2. On the home page, click My Workforce > Data Exchange to open the Data Exchange
work area.

Information:
4. Select the StudentXX_MultipleChangesPerDay.zip file. You can also drag the zip file
from your file explorer and drop it on the Browse button.
5. Click Submit.

Information:
success.
9. Review the status of the StudentXX_MultipleChangesPerDay data set you uploaded.

Information:

a ble
f e r
a n s
2. In the Name field of the Person Management: Search page, enter Lastname2 n r
t click
-and
o
Search.
s an
h
3. In the Search Results section, click the entry for Lastname2, Newhire2
) a with the job HR
Mgr. m d e ฺ
o
ฺc Employment
u i
The Newhire2 Lastname2: Person Management, Manage
i b m n t G page appears.
4. Click the View History button on the rightisidenฺ of the u e
dAssignment: HR manager section.
5. Review the details in the Assignment 9 @
2History: t
S manager dialog box.
HR
d i s
a ha se(Job;
6. Notice the three Changed Attributes
s
th Working as a Manager, Job; Location, and
( m
Location) and their Effective
t u Date (8/11/15) and Action (Promotion, Job Change,
Start
o
and Location a
h d sone 8/11/15.
Change)
d
7. Notice thea
s sequence
l i c en(3/3, 2/3, and 1/3) in which the changes occurred.
8. m
e
Click Done to close the Assignment History: HR manager dialog box.
m
M oha9. Click Done to close the Manage Employment page.
page.

a ble
f e r
an s
n - t r
o
s an
) ha ฺ
ฺ c om uide
ฺ i b m nt G
@ in tude
d 2
9 his S
a
ah use t
s
(m to
d
s aha cense
ed li
m m
M oha

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ii Oracle HCM Cloud: Importing Data

Practices for Lesson 1: Course Overview ..................................................................................... 5

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Oracle HCM Cloud: Importing Data – Table of Contents iii

Instructor Demonstration L3-3: Defining the Source System Owner .............................................. 71

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iv Oracle HCM Cloud: Importing Data – Table of Contents

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6 Practices for Lesson 1: Course Overview

There are no practices for this lesson.

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8 Practices for Lesson 2: Import and Export Data Overview

upload data using HCM Data Loader.

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10 Practices for Lesson 3: HCM Data Loader Overview

Installing the HDLdi Tool a ble

oh a opens and the Welcome page appears.

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Practices for Lesson 3: HCM Data Loader Overview 11

12. Close the HDLdi tool.

Preparing the Sample Data for Upload

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12 Practices for Lesson 3: HCM Data Loader Overview

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Practices for Lesson 3: HCM Data Loader Overview 13

source-system owner value is STUDENTXX, where XX is your unique student identifier.

Sign In and Navigate

s licencolumn, enter STUDENTXX (for example, STUDENT01).

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14 Practices for Lesson 3: HCM Data Loader Overview

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Practices for Lesson 3: HCM Data Loader Overview 15

and loaded to the application tables.

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16 Practices for Lesson 3: HCM Data Loader Overview

The Gary Norman: Person Management, Manage Employment page appears.

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Practices for Lesson 3: HCM Data Loader Overview 17

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18 Practices for Lesson 3: HCM Data Loader Overview

Validating Loaded Data

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Practices for Lesson 3: HCM Data Loader Overview 19

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20 Practices for Lesson 3: HCM Data Loader Overview

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Sign In and Navigate

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26 Practices for Lesson 5: HCM Data Loader Data Considerations

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Practices for Lesson 5: HCM Data Loader Data Considerations 27

10. Click OK to close the confirmation message.

Validating Loaded Data

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28 Practices for Lesson 5: HCM Data Loader Data Considerations

12. Click Yes on the warning message.

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Practices for Lesson 5: HCM Data Loader Data Considerations 29