In this Document

Purpose
Scope
Details
Introduction
ADFdi Implementation
Available Spreadsheet Data Loaders
HCM Spreadsheet Data Loader – How it works?
How to monitor processing and check for errors?
Using SQL to get details of Errors in the Batch
References

Applies to:
Oracle Fusion Global Human Resources Cloud Service - Version 11.1.7.0.0 and later
Oracle Fusion Global Human Resources - Version 11.1.7.0.0 and later
Information in this document applies to any platform.

Purpose
This document is designed to help the user understand how the loader works, and how to
monitor it for errors

Scope
The document will be of interest to all those interested in troubleshooting Spreadsheet
Loader issues accross the Fusion HCM suite of
products

Details
Introduction

In Oracle Fusion HCM, the Excel Spreadsheet is utilised to provide a simple and convenient
interface to load small-to-medium amounts of
data. Different product areas have incorporated the spreadsheet loader into their offerings to
enable the upload of specific business objects.
To use any of these loaders you must have installed the Oracle ADF Desktop Integration Add-in
for Excel first. Data is inserted on to the
pre-defined workbooks in flattened rows, and the Add-In forms a gateway to transfer the data
from MS Office to the Fusion HCM schema.
This document will be primarily dealing with the core HCM Spreadsheet Data Loader.

For more information please refer to:

1) Information Center: Fusion HCM Spreadsheet Loader Options - Document 1631730.2 .

2) Release 9 Oracle Human Capital Management Cloud - Integrating with Oracle HCM Cloud,
Chapters 7 and 8.

ADFdi Implementation

Before using any of the loaders you must have installed the ADFdi Add-in. This is done by
taking the Download Desktop Integration Installer
from the Navigator menu. Without this you will not be able to login to Fusion HCM, and
download the integrated workbooks when creating
the spreadsheet. A spreadsheet will open but the columns and headings will not render.

After upgrades you may need to reinstall the Add-In. In which case you would have to Uninstall
the Oracle ADF Desktop Integration Add-in
for Excel client in the Add or Remove Programs dialog box from Control Panel on your PC,
before performing the install procedure again.

Available Spreadsheet Data Loaders

HCM Spreadsheet Data Loader

This is a generic batch loader which supports the creation of a number of business objects, such
as Person, Assignment, Workstructures,
Salary and Talent. It uses the same processing engine (HCM Batch Loader) that File-based
Loader (FBL) uses.

It is a two Stage process which initially imports the data into the
HRC_LOADER_BATCH_HEADER and HRC_LOADER_BATCH_LINES stage tables
before running the data loader automatically if the rows were inserted successfully. Any errors
are reported to HRC_LOADER_ERROR_LINES as
well as back to the spreadsheet. Please note that there is an Enhancement request (Bug
19641757) to give the option to Enable/Disable the
automatic load. Spreadsheet Loader Should Not Automatically Start Batch Load - Document
1930687.1

The HCM Spreadsheet Data Loader is launched from the Workforce Management -> Data
Exchange -> Initiate Spreadsheet Load task.
The Data loaded in this way does not go through the approval process.

To access the Initiate Spreadsheet Load task from Setup and Maintenance you need the
Application Implementation Consultant role.
To access the Initiate Spreadsheet Load task from Data Exchange you need the Human Capital
Management Application Administrator role.

Payroll Batch Loader

The Payroll Batch Loader offers similar options but on business objects like Elements, Element
Entries, Element Eligibility, User Defined Tables,
External Bank Accounts, Pay Methods,etc

It's spreadsheet interface imports data into the PAY_BATCH_HEADER and

PAY_BATCH_LINES stage tables before loading to the relative
Payroll tables. Errors are reported on the PAY_MESSAGE_LINES table with a source_type of
L(Line), H(Header),G(Header and Line), as
well as back to the spreadsheet.

Loading Data using Payroll Batch Loader - Technical Essay - Document 1590004.1

Single-Object Spreadsheet Loaders

You will also find many loaders in Fusion HCM that can be launched from a page in a specific
product area for a particular business object. For
example, you can use a spreadsheet to load Legal Entities in Establish Enterprise Structures,
download and upload Compensation details, Work
Schedules, Performance Ratings, Benefits Rates,etc

These spreadsheets update the application tables directly.

HCM Spreadsheet Data Loader – How it works?

To initiate a load of some data, Navigate to Data Exchange -> Initiate Spreadsheet Load.
For required spreadsheet, click on Create
Spreadsheet and you will get the File Download window:

It is recommended to click on Save and give the sheet a meaningful name. E.G.
Create_Worker_22102014_01.xlsx, and save to desktop then
open when get download complete window. When the sheet opens, you’ll get a Connect
confirmation window.
Click yes and you’ll be asked to login again. Enter your Fusion Login details

Change the Batch Name from the default to match the name of the spreadsheet, and enter
rows of data as required. Ensure all mandatory
fields are entered, and use dropdown lists where available. Note the lovs tend to become
active after you have clicked in a field and entered a
character.

Please note that the spreadsheets have the capability to load data to descriptive flexfields.
There are 8 flexfields available on the Create
Worker sheet alone. However, not all attribute columns are available for each flexfield due
to sheer manageability issues.

You can use the Configure Flexfield button to select a context for each flexfield, and this
will replace the generic column header
(i.e. Person Attribute 1) with the name that has been defined for that flexfield segment.

To insert new rows you may need to unprotect the sheet first by doing Review -> Unprotect
Sheet. Then you can right click and use
Insert

N.B. If you save and close the sheet, you can return to it later by opening from your
desktop. When you perform an action, it will prompt to
login again.

To begin the load click on the Upload button.

Click ok to the default Upload Options.

The Invoke Action window will keep you updated on progress.
If successful, the status will change to Row Inserted for Batch Processing.
You will get confirmation of the Request Id allocated by the HCM Batch Loader.
Use Refresh to check status and messages during processing. Process or Error Message
column should change from Ready to Process to
Successful.

How to monitor processing and check for errors?

When the Upload button is pressed, in the background the excel rows are imported on to the
HCM Batch Loader stage tables,
HRC_LOADER_BATCH_HEADER and HRC_BATCH_LOADER_LINES. If all ok at this
import stage the rows will get created with a status
of Row Inserted for Batch Processing, and the batch lines will get flagged with a line status of
Ready to Process.

If any errors occur at the import stage, they will reflect back in the spreadsheet and they can be
corrected. The rows will be flagged
with a status of Insert Failed. A double click on the status will reveal the reason for the error. In
the majority of cases this will be for
a missing mandatory field. Correct the lines and Upload again.

When the rows have been inserted succssfully, the second stage of the load commences, and the
HCM Batch Loader starts processing the batch.
This can be monitored in the Load Spreadsheet Data UI, and the spreadsheet concurrently.

Worked Example

In Create Location spreadsheet, a row has been entered with a new batch name and is
ready to Upload.

Row inserted for Batch Processing and Request ID allocated

click ok and refresh

Note the message, Error : The value of the attribute Location Set is not valid.

Navigate to the Load Spreadsheet Data UI, enter batch name and click on search

Note the name of the Business Object. All batches initiated from Spreadsheet Loader have
a Di
appended to the BO name. Click on Failed tab

Note the same error which has been reported back to the spreadsheet. From here you can
drill
down further by clicking on the number in the Total Objects column, next to the error
message

expand the Business Object, LocationDi

Click on Node
Click on Failed Tab
Click on Error Details to the right of the message to get the error stack.

Once the cause of the error has been established you can correct the error and reload.

In this case the Location Set was invalid, so correct and Upload again

The status of the row changes to Row Updated for Batch Processing, and the process
restarts with a new request id

Refresh the Spreadsheet and the line is flagged as Successful

Using SQL to get details of Errors in the Batch

As an alternative to using the UI and spreadsheet to examine the errors, if you have access to BI
Publisher, you can also
run querys on the loader tables.

You can obtain the error stack by running a query on the HRC_LOADER_ERROR_LINES
table.
First obtain the loader_batch_id. e.g.

select loader_batch_id,batch_name from HRC_LOADER_BATCH_HEADER

where batch_name='Location_22102014_02';

then

SELECT batch_line_id, msg_text, error_stack

FROM HRC_LOADER_ERROR_LINES
WHERE LOADER_BATCH_ID = <loader_batch_id> and msg_text like '%The value of the
attribute Location Set%';