Oracle HCM Cloud R11 Import Data Demonstration Script

Rel 11 Import Data_Instructor
Demonstrations
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Rel 11 Import Data_Instructor Demonstrations ORACLE HCM CLOUD R11 IMPORT DATA DEMONSTRATION SCRIPT.DO
Effective 5/3/2016 Page 1 of 32 Rev 1
Instructor Demonstrations
Distribution
Job Title
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The Job Title [list@YourCompany.com?Subject=EDAG0008.doc] is responsible for ensuring
this document is necessary, reflects actual practice, and supports corporate policy.
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.
Instructor Demonstration L2-1: Setting the HCM Data Loader Scope
Parameter
In this demonstration, you set the HCM Data Loader Scope parameter setting to Full. Once
you change it to Full, HCM File-Based Loader and HCM Spreadsheet Data Loader become
invalid.
Demonstration Assumptions
 Time: < 7 minutes
 Replace XX with your student number.
Demonstration Tasks
1. Log in as hcm_implXX.
2. On the homepage, click Navigator > Setup and Maintenance.
3. On the Setup and Maintenance page, search for and click Configure HCM Data Loader.
4. On the Configure HCM Data Loader page, locate the HCM Data Loader Scope parameter.
5. Change the setting to Full.
6. Click Save and Close.
Instructor Demonstration L3-1: 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.
Instructor Note:
In this demo, you replace the Salary.dat file in the HDLdi database folder with the one provided
with the HDLdi zip files. This is because the Salary .dat file HDLdi 2.3.7 generates does not
include the DateFrom value in the salary components section. New validations in Rel 11 require
that the DateFrom value is included in order to load the salary data successfully.
 You must have Java Runtime Environment (JRE) installed on your computer
Demonstration Tasks
Installing the HDLdi Tool

1. On your desktop, create the folder HDLdi. (Right-click, select New > Folder, and name the
folder HDLdi.)
2. On your desktop, create the folder HDLdi Sample Data. (Right-click, select New > Folder,
and name the folder HDLdi Sample Data.)
3. Copy the 3 HDLdi zip files and the Salary.dat file from D:\Labs\Importing Data to the
desktop folder HDLdi that you created in step 1.
Information:
Due to file size limitations, the zip file is broken into three parts (HDLdi2.3.7.zip.001,
HDLdi2.3.7.zip.002, and HDLdi2.3.7.zip.003).
4. In the desktop folder HDLdi, select the file HDLdi2.3.7.zip.001, right-click, and select 7-Zip
> Extract Here. The contents of all three zip files are extracted by this one action to the
HDLdi desktop folder.
5. Copy the Salary.dat file that you stored in the HDLdi desktop folder in Step3.
6. In the HDLdi folder, open the database > Step1_InitialLoad folder.
7. Replace the Salary.dat file in this folder with the one you copied from the HDLdi desktop
folder.
8. To start the HDLdi tool, double-click the file HDLdi2.3.7.jar in folder HDLdi. The HDLdi tool
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.
7. In the Element Name field, enter Regular Salary.
8. In the InputValue Name field, enter Amount.
9. Click Generate Sample Files.
10. In the Select the folder dialog box, find the desktop folder HDL 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 13 sample data folders:
 Step1_InitialLoad
 Step2_LineManager
 Step3_Photos_Attachments
 Step4_IncrementalUpdates
 Step5_FlexFieldExamples
 Step6_MoreObjects
 Step7_Hire
 Step8_Termination
 Step9_Rehire
 Step10_Primary2Secondary
 Step11_Secondary2Primary
 Step12_MultipleChangesPerDay
 Step13_IndividualComp_RelocationAllowance
2. Delete folders Step4_IncrementalUpdates and
Step13_IndividualComp_RelocationAllowance as we do not load them in our activities.
3. Open the Step1_InitialLoad folder and select all 17 .dat files.
4. Right-click and select 7-Zip > Add to Archive.
5. In the Add to Archive dialog box, enter StudentXX_InitialLoad in the Archive: field.
6. Click OK to save the StudentXX_InitialLoad.zip file.
7. Repeat steps 3 through 6 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.
8. In the HDLdi Sample Data folder, create a new folder, Create Data.
9. Take a copy of the Step6_MoreObjects folder and paste it in the HDLdi Sample Data >
Create Data folder.
10. In the folder HDLdi Sample Data > Create Data, open the copied Step6_MoreObjects
folder, which contains 13 .dat files.
11. Double-click the AreasOfResponsibility.dat file to edit it in Notepad.
12. In the second MERGE line (for StudentXX_Person104) change the legal employer name
from US1 Legal Entity to Infusion Corp USA1.
13. Save your changes and close the file AreasOfResponsibility.dat.
14. In the Step6_MoreObjects folder, select all 13 .dat files, right-click, and select 7-Zip > Add
to Archive.
15. In the Add to Archive dialog box, enter StudentXX_MoreObjects in the Archive: field.
16. Click OK to save the file.
You have now completed creating your sample data.
Instructor Demonstration L3-2: 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
Sign In and Navigate

1. Sign in as hcm_implXX.
2. Click Navigator > Setup and Maintenance.
Define the Source System Owner

1. On the Setup and Maintenance page, search for and click Manage Common Lookups.
2. In the Lookup Type field on the Manage Common Lookups page, enter
HRC_SOURCE_SYSTEM_OWNER and click Search.
4. In the Search Results section, select the HRC_SOURCE_SYSTEM_OWNER row to
display its lookup codes.
5. In the Lookup Codes section of the page, click the New icon to add a lookup-code row.
6. In the Lookup Code column, enter STUDENTXX (for example, STUDENT01).
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 L3-3: 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.
 Time: <20 minutes
Demonstration Tasks

1. Ensure that you are signed in as hcm_implXX.
2. On the home page, click My Workforce > Data Exchange to open the Data Exchange
work area.
Importing and Loading Data

1. In the Tasks panel drawer of the Data Exchange work area, click Import and Load Data.
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.
8. Click OK to close the confirmation message.
9. 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.
10. Review the status of the StudentXX_InitialLoad data set you uploaded.
The Imported and Loaded columns have a status of Success. 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.
Preparing to Validate Loaded Data

Before you can search for loaded person records, you need to run the Update Person
Search Keywords process. As the process may take several minutes to complete, run it
before you start the validations. Only one student needs to run the process in a shared
environment.
1. Click Navigator >Tools > Scheduled Processes.
2. In the Scheduled Processes work area, click Schedule New Process.
3. In the Schedule New Process dialog box, search for and select the Update Person Search
Keywords process.
4. In the Process Details dialog box, select Yes in the After Batch Load field.
5. Click Submit, then OK to close the confirmation message.
Information:
Once the process status is Succeeded, the person search keywords are updated.
6. Close the Process Details dialog box.
Validating Locations
1. Select Navigator > Setup and Maintenance.
2. On the Setup and Maintenance page, search for and select Manage Locations.
3. On the Manage Locations page, enter your student ID (for example, Student01) in the
Name field and click Search.
Information
You see only 3 results at once. After entering the Effective As-of-Date and performing the
search, you see locations 1, 2, and 3 but not 4. You can see location 4 in the results if you
click the Sort Descending icon in the Location Name column. In this case, you see
locations 4, 3, and 2. You can examine the data file that you loaded to confirm these
results.
4. In the Search Results section, click the name of one of your locations to open the
Location page.
5. Review the details of the location.
6. Click Done to close the Manage Location page.
7. Click Done to close the Search page and return to the Setup and Maintenance page.
Validating Grades
1. On the Setup and Maintenance page, search for and select Manage Grades.
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.
4. In the Search Results section, click the name of one of your grades to open the Grade
page.
5. Review the details of the grade.
6. Click Done to close the Grade page.
7. Click Done to close the Manage Grades page.
8. Click Done to close the Search page and return to the Setup and Maintenance work area.
Persons and Work Relationships

1. Select Navigator > My Workforce > Person Management.
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, 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 drawer, 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.
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:
 Manage Grade Rates
 Manage Job Families
 Manage Positions
Instructor Demonstration L3-4: Loading Line Manager Data
In this demonstration, you upload line manager data for all the workers you loaded in the
previous demonstration.
Demonstration Tasks

2. On the home page, click Navigator > My Workforce > Data Exchange to open the Data
Exchange work area.

2. Click the dropdown menu on the Import File button and select Import Local File.
Information:
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. Click the Search Person icon on the right.
4. In the Keywords field, enter your student ID (for example, Student01) and click the Search
icon.
5. In the Search Results section, locate the row for James Harrington.
6. Click the View in Organization Chart icon next to James Harrington.
7. Close the Search panel to view the Organization Chart.
8. Click the Show icon below each employee card for James Harrington's direct and indirect
reports.
The organization chart displays 4 hierarchy levels and the 10 workers you loaded initially.
9. Exit the Directory.
Instructor Demonstration L4-1: Generating Template Files
In this demonstration, you generate HCM Data Loader supported business object template files.
Demonstration Tasks

work area.
Generating a Single Template

1. In the Tasks panel drawer, click Initiate Data Load.
2. On the Initiate Data Load page, Search Results section, select the Location business
object.
3. Click Generate Template on the table toolbar.
4. On the Schedule page, click Submit.
Information:
This initiates the process that identifies the business object shape and generates the
template file.
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.
Generating Multiple Templates

1. Click the Generate Templates button at the top right corner of the Initiate Data Load page.
2. In the Module field on the Schedule page, select Global HR – Core Setup and click
Submit.
Information:
If you set the Module field to All, then templates for every supported business object will be
generated.
4. Click Refresh 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 for the Global HR – Core Setup module, click the Processes
tab on the Initiate Data Load page.
6. In the Search Results table, click the Download File icon in the File column for the Global
HR – Core Setup module.
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.
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

1. Double-click the StudentXX_Photos_Attachments.zip file in the HDL Sample Data folder
on your desktop.
2. Explore the contents of the StudentXX_Photos_Attachments.zip file. You will notice that
it has a BlobFiles folder and DocumentsOfRecord.dat and Worker.dat files.
3. Open the BlobFiles folder.
4. Notice that it has 10 sample photos – one for each worker you uploaded and a sample
Return to Work letter.
5. Open the DocumentsOfRecord.dat file.
6. Notice that the Return to Work letter is for PERSON_109, that is, Gary Norman.
Information:
You will now upload the StudentXX_Photos_Attachments.zip file.
Loading Photos and Attachments

1. Log in as hcm_implXX.
2. On the home page, click My Workforce>Data Exchange.
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.
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. The Imported (%) column displays 100.
Information:
This means that the business objects have been successfully imported to the stage tables.
13. Select the zip file that you loaded in the Search Results table to see its details in the
Details table.
Information:
The Load Order column shows the order in which the objects should be loaded to the
application tables.
14. Select the Worker row and click Load.
15. On the Schedule Request page, click Submit, then OK to close the Confirmation dialog
box.
16. On the Import and Load Data page, click Refresh in the Details section.
17. Once the Loaded status for the Worker object is Success, repeat from step 13 to load the
Document Record object to the application tables.
Information:
Once all objects are successfully loaded, the Success status appears in the Loaded
column for each object and the Loaded (%) value is 100 for each object.

1. Log in as curtis.feitty.
2. On the home page, click Directory.
3. Click the Search Person icon on the right.
4. In the Keywords field, enter your student ID (for example, Student01) and click the Search
icon.
5. 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.
9. The Gary Norman: Person Management, Manage Employment page appears
10. In the Tasks panel drawer, click Manage Person to open the Manage Person page for
Gary Norman.
11. Click the Documents tab and review the Document of Record section.
The Return to Work letter now displays under this section
12. Click Done to close the Gary Norman: Person Management page.
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

2. On the home page, click Navigator > Tools > File Import and Export to open the File
Import and Export page.
Delivering the Zip File Manually to the Oracle WebCenter Content Server
1. In the Search Results section of the File Import and Export page, click Actions > Upload.
2. In the Upload File dialog box, click Browse.
3. Select the StudentXX_MoreObjects.zip file in the HDLdi Sample Data > Create Data
folder.
4. In the Account field of the Upload File dialog box, select hcm/dataloader/import.

1. Open the Import and Load Data page (Navigator > My Workforce > 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.
4. Review the status of the StudentXX_MoreObjects.zip data set you uploaded.
5. 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.
6. Click the Messages icon in the Messages column for the StudentXX_MoreObjects.zip
row.
7. 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
attribute LegalEntityId.
8. Click Done to close the message.
Editing Data
1. In the Search Results section of the Import and Load Data page, select the
StudentXX_MoreObjects.zip row.
Information:
The StudentXX_MoreObjects.zip:Details table displays all the 13 business objects in the
zip file and their import and load statuses in detail.
2. Review the Areas of Responsibility row which has a status of Error in the Loaded
column.
3. Click 1 in the Objects Failed column of the Details table.
4. On the Object Errors: StudentXX_MoreObjects.zip - Areas of Responsibility page, expand
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 and Close to return to the Import and Load data page.
10. In the StudentXX_MoreObjects.zip:Details table, select the Areas of Responsibility row
and click the Load button.
11. On the Schedule Request page, click Submit, then OK to close the Confirmation message.
12. 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.
Instructor Demonstration L7-1: Loading Flexfields Data
In this demonstration, you upload Job Legislative extensible flexfields data for United States.
Demonstration Tasks

2. On the home page, click Navigator >Setup and Maintenance.
Exploring the Job Details

1. On the Setup and Maintenance page, search for and click Manage Job.
2. On the Manage Jobs page, enter your student ID (for example, 01) in the Code field and
click Search.
3. In the Search Results section, click the job name XX: Chief Financial Officer to open the
Job: XX: Chief Financial Officer - STUDENTXX CFO page.
Information:
You select XX: Chief Financial Officer as it is one of the four jobs you will be loading
extensible flexfields data for.
4. Review the details of the job.
5. In the United States Job Information section, notice that the EEO-1 Category and Line
of Progression fields are blank.
6. Click Done to close the Job Details page.
7. If you wish, you can review the other jobs you will be loading flexfields data for – Chief
Information Officer, Officer, and Contractor.
8. Click Done on the Job: XX: Chief Financial Officer - STUDENTXX CFO page.
9. Click Done on the Manage Jobs page to return to the Search page.
10. Click Done to return to the Setup and Maintenance page.

1. Click Navigator > My Workforce > Data Exchange to open the Data Exchange work area.
Information:
5. Select the StudentXX_FlexFieldExamples.zip file. You can also drag the zip file from your
file explorer and drop it on the Browse button.
6. Click Submit.
Information:
success.
10. Review the status of the StudentXX_FlexFieldExamples data set you uploaded.
Information:

1. On the home page, click Navigator >Setup and Maintenance.
2. On the Setup and Maintenance page, search for and click Manage Job.
3. On the Manage Jobs page, enter your student ID (for example, 01) in the Code field and
click Search.
4. In the Search Results section, click the job name XX: Chief Financial Officer to open the
Job: XX: Chief Financial Officer - STUDENTXX CFO page.
5. Review the details of the job.
6. 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.
7. Click Done to close the Job Details page.
8. If you wish, you can review the other jobs you have loaded flexfields data for – Chief
Information Officer, Officer, and Contractor.
9. Click Done on the Job: XX: Chief Financial Officer - STUDENTXX CFO page.
10. Click Done on the Manage Jobs page to return to the Search page.
11. Click Done to return to the Setup and Maintenance page.
Instructor Demonstration L7-2: Hiring Workers
In this demonstration, you hire two workers via upload and validate the loaded data.
Demonstration Tasks

work area.

Information:
This action selects a file from your local machine. The selected file is loaded to the Oracle
4. Select the StudentXX_Hire.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_Hire data set you uploaded.
Information:

Before you can search for loaded person records, you need to run the Update Person Search
Keywords process. Only one student needs to run the process in a shared environment.
1. On the home page, click Navigator > Tools > Scheduled Processes.
Keywords process.
Information:

3. In the Search Results section, you will notice the new hire entries, Lastname1, Newhire1
and Lastname2, Newhire2.
4. Select the entry for Lastname2, Newhire2.
5. The Newhire2 Lastname2: Person Management, Manage Employment page appears.
6. View the employment information for Lastname2, Newhire2.
8. Notice that the Hire Date is 8/1/15 and the Assignment is HR Manager.
9. In the Tasks panel drawer, click Manage Person.
10. Explore the information on the tabs of the Manage Person page.
11. Click Done to close the Newhire2 Lastname2: Person Management page.
13. If you wish, search for and review the Lastname1, Newhire1 worker record that you
loaded.
Instructor Demonstration L7-3: Terminating Work Relationships
In this demonstration, you terminate the work relationships of the workers that you hired in
Demonstration 6-2. You explore the Worker.dat file that has the termination data, upload the
data, and validate the loaded data.
Demonstration Tasks
Exploring the Termination Data File

1. Double-click the Worker.dat file in the StudentXX_ Step8_Termination folder to open it in
Notepad.
2. Explore the file.
3. Notice that in this sample, the user key PersonNumber has been used.
4. Notice that the TerminateWorkRelationshipFlag attribute has a value of Y.
5. Notice that the ActualTerminationDate has been specified as 2015/08/15.
6. Close the file.

work area.

Information:
4. Select the StudentXX_Termination.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_Termination data set you uploaded.
Information:

3. In the Search Results section, you will notice that the entries, Lastname1, Newhire1 and
Lastname2, Newhire2, do not appear on the list.
This indicates that the work relationships of only the two workers Lastname1, Newhire1
and Lastname2, Newhire2 have been terminated.
4. Perform the search again, but this time select the Include terminated work relationships
search option. This time you see the terminated work relationships in the search results.
Instructor Demonstration L7-4: Rehiring Workers
In this demonstration, you rehire the two workers whose work relationships you terminated in
Demonstration 6-2. You upload the rehire data and validate it.
Demonstration Tasks

work area.

Information:
4. Select the StudentXX_Rehire.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_Rehire data set you uploaded.
Information:

Keywords process.
Information:

3. In the Search Results section, you will notice the new hire entries, Lastname1, Newhire1
and Lastname2, Newhire2.
4. Select the entry for Lastname2, Newhire2.
The Newhire2 Lastname2: Person Management, Manage Employment page appears.
5. View the employment information for Lastname2, Newhire2.
7. Notice that the Hire Date is 9/1/15 and the Assignment is Trainer.
8. Click Done to close the Newhire2 Lastname2: Person Management page.
10. If you wish, search for and review the Lastname1, Newhire1 worker record that you
loaded.
Instructor Demonstration L7-5: 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

2. On the home page, click My Workforce > Person Management.
Exploring Gary Norman’s Profile

8. Notice that the Assignment is IT Consultant and the Primary field under the Assignment
Details section is Yes.
9. Click the Employment Tree icon by the assignment name.
10. In the Employment Tree dialog box, notice that there is one assignment under Active Work
Relationships – IT Consultant.
11. Click OK to close the Employment Tree dialog box.
12. Click Done to close the Manage Employment page.
14. Click Done on the Gary Norman: Person Management, Manage Employment page.

1. Click Navigator > My Workforce > Data Exchange to open the Data Exchange work area.
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.
Information:

Details section is No.
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 L7-6: 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.
Demonstration Tasks

work area.

Information:
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:

Details section is Yes.
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 No.
Instructor Demonstration L7-7: Loading Multiple Changes Per Day
Data
In this demonstration, you upload multiple changes per day data.
Demonstration Tasks
Exploring the Multiple Changes Per Day Data File

1. Open the Worker.dat file in the StudentXX_MultipleChangesPerDay folder.
2. Explore the file.
3. Notice that in this sample, the worker Newhire2 Lastname2 has three changes on August
11, 2015.
4. Under the WorkTerms and Assignments sections, notice that the Action Code attribute
indicates three changes – promotion, job change and location change with
EffectiveStartDate and EffectiveEndDate of 2015/08/11.
5. Notice the EffectiveSequence and EffectiveLatestChange attributes and their values in
the MERGE lines.
6. Close the file.

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.
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_MultipleChangesPerDay data set you uploaded.
Information:

Keywords process.
Information:
6. Close the Process Details dialog box

3. In the Search Results section, select the entry for Lastname2, Newhire2 with the job HR
Manager.
The Newhire2 Lastname2: Person Management, Manage Employment page appears.
4. Click the View History button on the right side of the Assignment: HR manager section.
5. Review the details in the Assignment History: HR manager dialog box.
6. Notice the three Changed Attributes (Job; Working as a Manager, Job; Location, and
Location) and their Effective Start Date (8/11/15) and Action (Promotion, Job Change,
and Location Change) on 8/11/15.
7. Notice the sequence (3/3, 2/3, and 1/3) in which the changes occurred.
8. Click Done to close the Assignment History: HR manager dialog box.
11. Click Done to close the Newhire2 Lastname2: Person Management, Manage Employment
page.

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Rel 11 Import Data_Instructor

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Installing the HDLdi Tool

Generating the Sample Data

Preparing the Sample Data for Upload

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Sign In and Navigate

Define the Source System Owner

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Sign In and Navigate

Importing and Loading Data

Preparing to Validate Loaded Data

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Persons and Work Relationships

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Sign In and Navigate

Importing and Loading Data

Validating Loaded Data

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Generating a Single Template

Generating Multiple Templates

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Exploring the Photos and Attachments Zip File

Loading Photos and Attachments

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Validating Loaded Data

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Sign In and Navigate

Importing and Loading Data

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Exploring the Job Details

Importing and Loading Data

Validating Loaded Data

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Importing and Loading Data

Preparing to Validate Loaded Data

Validating Loaded Data

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Exploring the Termination Data File

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Importing and Loading Data

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Validating Loaded Data

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Sign In and Navigate

Importing and Loading Data

Preparing to Validate Loaded Data

Validating Loaded Data

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Exploring Gary Norman’s Profile

Importing and Loading Data

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Validating Loaded Data

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Importing and Loading Data

Validating Loaded Data