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Oracle Human CapitalManagement Cloud

HCM Business Objects

21A

Oracle Human Capital Management CloudHCM Business Objects

21APart Number F36121-02Copyright © 2011, 2021, Oracle and/or its affiliates.

Authors: Lakshmi Venkat, Lynn Raiser, Ashita Mathur, Lakshmi VR, Santosh Radhakrishnan

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Contents

Preface i

1 Introduction to Loading Business Objects using HDL 1Loading Business Objects: Overview ........................................................................................................................................ 1

2 Loading Setup Objects 3Guidelines for Loading Absence Cases .................................................................................................................................... 3

Examples of Loading Actions .................................................................................................................................................... 3

Examples of Loading Action Reasons ..................................................................................................................................... 4

Guidelines for Loading Calendar Events ................................................................................................................................. 5

Guidelines for Loading Checklist Templates ........................................................................................................................... 6

Examples of Loading Checklist Templates .............................................................................................................................. 7

Display Properties for Checklists and Tasks ........................................................................................................................... 11

Examples of Loading Checklist and Task Display Properties ............................................................................................ 14

Guidelines for Loading Document Delivery Preferences .................................................................................................... 15

Guidelines for Loading Document Types ............................................................................................................................... 16

Examples of Loading Document Types .................................................................................................................................. 17

Examples of Loading Extended Lookup Codes .................................................................................................................... 19

Guidelines for Loading Name Formats .................................................................................................................................. 20

Examples of Loading Person Types ........................................................................................................................................ 22

Examples of Loading Resource Exceptions .......................................................................................................................... 23

Guidelines for Loading Time and Labor Event Groups ...................................................................................................... 24

Examples of Loading Time and Labor Event Groups ......................................................................................................... 25

Columns and Event Source Objects for Time and Labor Events ..................................................................................... 26

Examples of Loading Time and Labor Event Actions ........................................................................................................ 28


3 Loading Workers 31Overview of Loading Workers ................................................................................................................................................... 31

Guidelines for Preparing to Load Workers ............................................................................................................................ 33

Effective Start and End Dates for Worker Components ..................................................................................................... 34

Guidelines for Deleting Worker Components ....................................................................................................................... 35

How You Check for Duplicate Person Records ..................................................................................................................... 36

Person Numbers in Worker Objects ....................................................................................................................................... 37

Guidelines for Loading External Identifiers .......................................................................................................................... 39

Guidelines for Loading Person Names .................................................................................................................................. 39

Guidelines for Loading Person Address ................................................................................................................................ 40

Guidelines for Loading Person Images .................................................................................................................................. 41

Examples of Loading Work Relationship Changes .............................................................................................................. 41

Example of Loading Assignment Changes ........................................................................................................................... 43

How You Perform a Global Transfer ....................................................................................................................................... 43

Guidelines for Loading Additional Assignments ................................................................................................................. 45

Guidelines for Loading Temporary Assignments ................................................................................................................ 46

Start Dates for Person Legislative Data ................................................................................................................................. 47

Employment Terms Override at Assignment ....................................................................................................................... 48

Automatic Calculation of FTE Values for Workers .............................................................................................................. 48

Create a Default Working-Hour Pattern ................................................................................................................................ 49

Examples of Loading Worker Working Hour Pattern ......................................................................................................... 49

Examples of Loading Assignment Eligible Jobs .................................................................................................................. 50

Guidelines for Loading Seniority Dates .................................................................................................................................. 51

Examples of Loading Seniority Date Adjustments .............................................................................................................. 53

Examples of Loading Seniority Hours ................................................................................................................................... 55

Example of Loading a Contract Extension ............................................................................................................................ 57

Example of Adding an Assignment with a Shared Employment Contract ..................................................................... 57

Example of Loading a Default Expense Account for a Worker ......................................................................................... 58

Example of Loading a Tax Reporting Unit for a Worker .................................................................................................... 59

FAQs for Loading Workers ........................................................................................................................................................ 61


4 Loading Worker-Related Objects 63Guidelines for Loading Allocated Checklists ........................................................................................................................ 63

Examples of Loading an Allocated Checklist ....................................................................................................................... 63

Guidelines for Loading Areas of Responsibility ................................................................................................................... 66

Guidelines for Loading Document Records .......................................................................................................................... 67

Example of Loading PeopleGroup for a Worker .................................................................................................................. 68

Guidelines for Loading Time Record Groups ....................................................................................................................... 69

Examples of Loading Time Record Groups ........................................................................................................................... 71

Guidelines for Loading User-Update Requests .................................................................................................................... 72

Examples of Loading User-Update Requests ....................................................................................................................... 73

Guidelines for Loading Worker Schedules ............................................................................................................................ 75

Examples of Creating Worker Schedules ............................................................................................................................... 77

Examples of Updating Worker Schedules ............................................................................................................................. 78

Guidelines for Loading Skills .................................................................................................................................................... 79

FAQs for Loading Worker-Related Objects ........................................................................................................................... 80

5 Loading Work Structures 81Overview of Loading Work Structures .................................................................................................................................... 81

Examples of Loading Collective Agreements ....................................................................................................................... 82

Guidelines for Loading Grades ................................................................................................................................................ 83

Guidelines for Loading Grade Ladders .................................................................................................................................. 84

Guidelines for Loading Grade Rates ....................................................................................................................................... 85

Guidelines for Loading Jobs .................................................................................................................................................... 85

Examples of Loading Job Families ......................................................................................................................................... 86

Guidelines for Loading Locations ........................................................................................................................................... 87

Guidelines for Loading Organizations ................................................................................................................................... 88

Guidelines for Loading Positions ............................................................................................................................................ 90

Examples of Loading HCM Position Hierarchies .................................................................................................................. 91

Guidelines for Loading Department Trees ............................................................................................................................ 93

Guidelines for Loading Department Tree Nodes ................................................................................................................ 94

Examples of Loading Department Tree Nodes .................................................................................................................... 95

Guidelines for Loading Organization Trees .......................................................................................................................... 98

Guidelines for Loading Organization Tree Nodes ............................................................................................................... 99

Examples of Loading Organization Tree Nodes ................................................................................................................ 100


6 Loading Compensation Objects 105Market Data ................................................................................................................................................................................ 105

Stock and External Data .......................................................................................................................................................... 109

Progression Grade Ladders ..................................................................................................................................................... 110

Progression Grade Rates .......................................................................................................................................................... 115

Progression Rules ....................................................................................................................................................................... 117

Salary Basis and Salary Records ............................................................................................................................................. 119

Salary Range Differentials ....................................................................................................................................................... 124

Loading Compensation FAQs ................................................................................................................................................. 125

7 Loading Third-Party Schedules 127Overview of Importing Third-Party Schedules ................................................................................................................... 127

How You Set Up Shift Owners to Support Third-Party Schedule Imports .................................................................... 128

How You Set Up Alert Notifications to Support Third-Party Schedule Imports .......................................................... 128

How You Import Third-Party Schedules .............................................................................................................................. 128

8 Loading Third-Party Time Cards 131Overview of Loading Read-Only Time Cards Using HCM Data Loader ......................................................................... 131

Example of Loading Read-Only Payroll Time Cards .......................................................................................................... 131

Example of Loading Read-Only Project Costing Time Cards ........................................................................................... 131

9 Loading Payroll Relationships 133Payroll Information .................................................................................................................................................................... 133

Assigned Payroll ........................................................................................................................................................................ 135

Payroll Assignments .................................................................................................................................................................. 137


10 Loading Payroll Setup Objects 141Examples of Loading Legislative Data Groups ................................................................................................................... 141

Object Groups ............................................................................................................................................................................. 141

Example of Loading Payroll Consolidation Group ............................................................................................................. 144

Payroll Definitions and Time Periods ................................................................................................................................... 144

Time Definitions ........................................................................................................................................................................ 148

Example of Loading Payroll Element Run Usage ............................................................................................................... 151

User-Defined Tables .................................................................................................................................................................. 152

Examples of Loading Payroll Balance Definitions .............................................................................................................. 157

Payroll Balance Groups ............................................................................................................................................................ 159

Fast Formulas ............................................................................................................................................................................. 167

Elements ...................................................................................................................................................................................... 168

Rate Definitions ......................................................................................................................................................................... 180

Values Defined by Criteria ...................................................................................................................................................... 190

Event Groups .............................................................................................................................................................................. 197

11 Loading Payroll Transactional Data 205Rates Based on Grades Details ............................................................................................................................................. 205

Example of Loading Rate Definitions for Basic Salary ..................................................................................................... 206

Example of Loading Payroll Time Cards ............................................................................................................................. 207

Example for Loading Absence Records .............................................................................................................................. 208

Guidelines for Loading Calculation Cards .......................................................................................................................... 209

Example of Loading Wage Basis Rules ................................................................................................................................ 210

Element Entries .......................................................................................................................................................................... 212

Element Entry With Costing ................................................................................................................................................... 222

12 Initializing and Adjusting Balances 227Balance Initializations ............................................................................................................................................................... 227

Balance Adjustments ............................................................................................................................................................... 233


13 Loading Payment Methods 241Examples of Loading Banks ................................................................................................................................................... 241

Examples of Loading Bank Branches ................................................................................................................................... 241

Examples of Loading External Bank Accounts .................................................................................................................. 242

Organization Payment Methods ........................................................................................................................................... 243

Example of Loading Personal Payment Methods ............................................................................................................. 247

Example of Loading Third-Party Organization Payment Method ................................................................................. 248

Example of Loading Third-Party Personal Payment Method ......................................................................................... 250

14 Loading Payroll Costing 253Set Up Payroll Costing ............................................................................................................................................................. 253

Load Costing Validations ........................................................................................................................................................ 267

15 Loading Payroll Data Using Transformation Formula 279Payroll Transformation Formula for HCM Data Loader ................................................................................................... 279

Payroll Transformation Formula for HCM Spreadsheet Data Loader ............................................................................ 292

16 Loading Payroll Interface Records 297Overview of Loading Payroll Interface Inbound Records ................................................................................................. 297

Overview of Payroll Interface Inbound Record Component ............................................................................................ 298

Overview of Payroll Interface Inbound Record Information Component ..................................................................... 299

Examples for Loading Payroll Interface Inbound Records ............................................................................................... 302

Example of Importing Generated Payslips ......................................................................................................................... 305


17 Loading Talent Objects 307Overview of Loading Goals, Goal Plans, and Goal Plan Sets .......................................................................................... 307

Guidelines for Loading Goals ................................................................................................................................................ 308

Examples of Loading Goals .................................................................................................................................................... 310

Examples of Loading Goal Components .............................................................................................................................. 312

Guidelines for Loading Goal Plans ........................................................................................................................................ 314

Examples of Loading Goal Plans ........................................................................................................................................... 315

Examples of Loading Goal Plan Assignments .................................................................................................................... 318

Guidelines for Loading Goal Plan Sets ................................................................................................................................. 319

Examples of Loading Goal Plan Sets ................................................................................................................................... 320

Examples of Loading Performance Documents ................................................................................................................. 321

Examples of Loading Succession Plans ............................................................................................................................... 323

Examples of Loading Talent Pools ........................................................................................................................................ 324

Guidelines for Loading Talent Profile Data ......................................................................................................................... 325

Examples of Loading Talent Review Meetings .................................................................................................................. 327

FAQs for Loading Talent Objects .......................................................................................................................................... 330

18 Loading Questionnaire Objects 331Overview of Loading Questions, Questionnaire Templates, and Questionnaires ....................................................... 331

Guidelines for Loading Questions, Questionnaire Templates, and Questionnaires .................................................... 331

Examples of Loading Questions ............................................................................................................................................ 332

Examples of Associating a Question with a Subscriber Context .................................................................................... 333

Examples of Loading Questionnaire Templates ................................................................................................................ 334

Examples of Loading Questionnaires .................................................................................................................................. 335

19 Loading Learning Objects 339Examples of Loading Classroom Resources ....................................................................................................................... 339

Examples of Loading Course Offering Pricing Defaults ................................................................................................... 339

Guidelines for Loading Courses ............................................................................................................................................ 340

Examples of Loading Courses ................................................................................................................................................ 341

Examples of Associating Global Access Groups ................................................................................................................ 342

Example of Loading a Learning Record Activity Attempt ............................................................................................... 342

Examples of Loading Legacy Learning Items .................................................................................................................... 343

Examples of Loading Offering Custom Pricing Objects .................................................................................................. 344

Example of Loading a Specialization ................................................................................................................................... 345


20 Loading Absences Objects 347Example of Loading Accrual Plan Enrollments .................................................................................................................. 347

Example of Loading Absence Qualification Plan Entitlement ........................................................................................ 347

Guidelines for Loading Absence Entry ................................................................................................................................ 348

Examples of Loading Absence Entry ................................................................................................................................... 349

21 Loading Benefits Objects 351Example of Loading Beneficiary Enrollments ..................................................................................................................... 351

Example of Loading Person Beneficiary Organizations ................................................................................................... 352

Example of Loading Dependent Enrollments ..................................................................................................................... 352

Example of Loading Participant Enrollments ..................................................................................................................... 354

Example of Loading Person Benefit Group ........................................................................................................................ 355

Example of Loading Person Benefit Balance ..................................................................................................................... 356

Example of Loading Person Habits ...................................................................................................................................... 356


Preface

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Preface

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Chapter 1Introduction to Loading Business Objects using HDL

1

1 Introduction to Loading Business Objectsusing HDL

Loading Business Objects: OverviewThis guide describes the guidelines and examples for loading specific business objects in the Oracle HCM Cloud. Mostof the content describes ways of loading business specific data.

This topic shows the scope of this guide and summarizes the contents of each chapter.

Introduction

Title Contents

Loading Setup Objects How to load setup objects, such as Actions, Action Reasons, Name Format, and Person Type.

Loading Workers How to load components of the Worker object.

Loading Worker-Related Objects How to load worker-related objects, such as Area of Responsibility, Document Record, andUser.

Loading Work Structures How to load work structures, such as Grade, Job, and Organization.

Loading Compensation Objects How to load compensation objects, such as Progression Grade Ladder, Salary Basis, and Salary.

Loading Payroll Relationships How to load payroll information at the payroll relationship, payroll assignment records, and atassigned payroll levels.

Loading Payroll Setup Objects How to load payroll setup objects, such as object groups, payroll consolidation groups, payrolldefinitions, time definitions, user-defined tables, fast formula, and elements.

Loading Elements and ElementEntries

How to load elements, which determine the payment of base pay, benefits, absences, earningsand deductions.

Initializing and Adjusting Balances How to load payroll balance groups and to initialize, and adjust balances.

Loading Payment Methods How to load banks, bank branches, external bank accounts, and organization and personalpayment methods.


Chapter 1Introduction to Loading Business Objects using HDL

2

Title Contents

Loading Payroll Costing How to load payroll costing setup details for different payroll accounts.

Loading Payroll Data UsingTransformation Formula

How to use transformation formula to transform your payroll data into a format that issupported by HCM Data Loader or HCM Spreadsheet Data Loader.

Loading Talent Objects How to load talent objects, such as Goal and Goal Plan.

Loading Learning Objects How to load learning objects, such as Course, Classroom Resource, and Legacy Learning Item.

Loading Absences Objects How to load absences objects, such as Accrual Plan Enrollment and Absence Entry.

Loading Benefits Objects How to load benefits objects, such as Beneficiary Enrollments, Person Benefit Groups, andPerson Habits.


Chapter 2Loading Setup Objects

3

2 Loading Setup Objects

Guidelines for Loading Absence CasesYou use absence cases to group related absences, typically those having the same cause. For example, a worker maytake two periods of sickness absence after sustaining an injury at work. In this case, you can associate the two absenceswith the same absence case for ease of management. This topic describes how to load Absence Case objects for aworker using HCM Data Loader. Use the AbsenceCase.dat file

Absence CategoriesIf you associate an absence case with an absence category, then all absences in the case must have the same category.If you specify no category for the absence case, then you can associate any type of absence with the absence case. Youdefine absence categories using the Manage Absence Categories task in the Absence Administration work area.

Loading Absence CasesThese records must exist in Oracle HCM Cloud before you can create an absence case that refers to them:

• Absence category, if you're using categories

• Worker and work relationship

• Worker assignment, if absences are specific to the assignment

• Absence records

Deleting Absence CasesYou can delete Absence Case objects using HCM Data Loader. To identify the record to be deleted, supply theAbsenceCaseCode attribute.

Examples of Loading ActionsActions classify changes to data such as employment and compensation records. When you create or update a record,the action value specifies the reason for the change. For example, the associated action for an assignment change maybe promotion or transfer. Action reasons, which are optional, provide additional information about a change. The ActionReason Usage component of an Actions object specifies the relationship between an action and an existing actionreason. This topic shows how to load Actions objects and their Action Reason Usage components using HCM DataLoader.



5

Creating Action ReasonsThis example ActionReasons.dat file creates two Action Reasons components. The components are identified by sourcekeys.

METADATA|ActionReasons|SourceSystemOwner|SourceSystemId|ActionReasonCode|ActionReason|StartDate|EndDateMERGE|ActionReasons|VISION|AR_VISION_PERF|VISION_PERF|Performance|2000/01/01|4712/12/31MERGE|ActionReasons|VISION|AR_VISION_TXFR|VISION_TXFR|Internal Transfer|2000/01/01|

Loading Translated Action-Reason NamesSupply action-reason names in the language of the user who's loading them. You supply anActionReasonsTranslation.dat file to translate action-reason names into other enabled languages once the actionreasons exist. This example translates the names of existing action reasons. The Action Reasons components areidentified by their source keys.

METADATA|ActionReasonsTranslation|SourceSystemOwner|SourceSystemId|ActionReason|LanguageMERGE|ActionReasonsTranslation|VISION|AR_VISION_PERF|Accomplissement|FRMERGE|ActionReasonsTranslation|VISION|AR_VISION_TXFR|Transfert interne|FR

Deleting Action ReasonsYou can delete Action Reasons components using HCM Data Loader. This example ActionReasons.dat file deletes twoaction reasons. It identifies the components using source keys.

METADATA|ActionReasons|SourceSystemOwner|SourceSystemIdDELETE|ActionReasons|VISION|AR_VISION_PERFDELETE|ActionReasons|VISION|AR_VISION_TXFR

Guidelines for Loading Calendar EventsA calendar event is an event, such as a public holiday or plant closure, on which working time may be affected. Calendarevents are optional. You specify the geographical or organizational hierarchy to which workers affected by the calendarevent must belong. The hierarchy must exist before you load the associated calendar events. This topic describesaspects of calendar events that you must understand to load them successfully using HCM Data Loader. It also providesexamples showing how to load calendar events.

Calendar Event Lookup CategoriesCalendar events have categories, which are defined in the PER_CAL_EVENT_CATEGORY lookup type. This lookup typehas one delivered value, PH, for public holidays. If you use additional categories, then you must define them before youload calendar events. In the Setup and Maintenance work area, use the following:

• Functional Area: Workforce Information

• Task: Manage Availability Lookups



6

Calendar Event CoverageThe Calendar Event Coverage component identifies the branch of the geographical or organizational hierarchy to whichthe associated calendar event applies. You identify the top node of the hierarchy branch. The event applies to that nodeand its child nodes. You can also:

• Exclude from the coverage individual nodes that appear in the specified hierarchy branch.

• Override the calendar event name and its category for individual nodes in the hierarchy.

In a geographical hierarchy, the calendar event applies to all workers with assignments in the locations that youinclude in the calendar event coverage. In an organizational hierarchy, the calendar event applies to all workers withassignments in the departments that you include in the calendar event coverage. The affected workers may also havework schedules assigned to them. In this case, the event applies to the workers only if you add it as a resource exceptionto the work schedule or work schedule assignment.

Creating Calendar EventsThis example CalendarEvent.dat file creates both a public holiday for Christmas Day and a half-day event for elapsedwork schedules. It identifies the calendar events by their source keys.

METADATA|CalendarEvent|Name|Description|Category|CoverageType|ShortCode|StartDateTime|EndDateTime|TreeCode|TreeStructureCode|TreeVersionName|HalfDayForElapsedMERGE|CalendarEvent|CPTAS6||PH|G|TAS6|2017/07/11 08:00:00|2017/07/11 12:30:00|WFMTL_Global|PER_GEO_TREE_STRUCTURE|WFMTL Bank Geography Version 1|YMERGE|CalendarEvent|Christmas Day 2017||PH|G|XMAS2017|2017/12/25 08:00:00|2017/12/25 18:00:00|WFMTL_Global|PER_GEO_TREE_STRUCTURE|WFMTL Bank Geography Version 1|NMETADATA|CalendarEventCoverage|ShortCode|CoverageScope|TerritoryCode|TreeStructureCode|TreeCode|TreeVersionNameMERGE|CalendarEventCoverage|TAS6|I|US|PER_GEO_TREE_STRUCTURE|WFMTL_Global|WFMTL Bank Geography Version 1MERGE|CalendarEventCoverage|XMAS2017|I|US|PER_GEO_TREE_STRUCTURE|WFMTL_Global|WFMTL Bank Geography Version 1

Deleting Calendar EventsYou can delete a calendar event unless it's assigned to a work schedule. This example CalendarEvent.dat file deletes acalendar event. It identifies the calendar event by its source key.

METADATA|CalendarEvent|SourceSystemOwner|SourceSystemIdDELETE|CalendarEvent|VISION|XMAS2017

Guidelines for Loading Checklist TemplatesYou use a checklist template to define a sequence of related tasks with multiple performers, such as those foronboarding a new worker. For example, you can create a checklist template for new hires, with tasks for providingsystem access, issuing badges, allocating parking space, and so on. This topic describes how to create and maintainChecklist Template objects using HCM Data Loader.



7

Checklist CategoriesThe checklist category must exist in the CHECKLIST_CATEGORY lookup for the target environment. In the Setup andMaintenance work area, use the following to manage checklist categories:


• Task: Manage Checklist Lookups

The combination of checklist name and checklist category must be unique. Enterprise Onboarding Step checklistsmust either already exist in the target environment or be in the same .dat file as Enterprise Onboarding checklists thatreference them.

Checklist TasksThese rules apply to checklist tasks:

• Checklist task names must be unique for the checklist.

• If the current task has a preceding task, then the preceding task must be loaded before the current task can becreated.

• When you create tasks of the type Configurable Form, the descriptive flexfield context must have beenconfigured in the target environment.

Checklist Actions, Areas of Responsibility, and Eligibility ProfilesIf you plan to use actions in the checklist template, then those actions must exist in the target environment.

If you plan to use areas of responsibility to identify task performers, then responsibility types must exist in thePER_RESPONSIBILITY_TYPES lookup in the target environment. Alternatively, you can use one of the values shown inthis table.

Value Meaning

ORA_LN_MGR Line manager

ORA_WORKER Worker

ORA_INITIATOR Initiator

The default performer is the line manager.

If you plan to use eligibility profiles in the checklist tasks, then those eligibility profiles must exist in the targetenvironment.



8

Examples of Loading Checklist TemplatesThis topic provides examples showing how to create checklist templates using HCM Data Loader. These examplesreference all components using user keys.

Creating Enterprise Onboarding ChecklistsThis example Checklist.dat file creates:

• A parent enterprise onboarding checklist template. It has:

◦ A child checklist template◦ A single task◦ A Contents component

• A child enterprise onboarding checklist template. It has:

◦ Two tasks, which must be performed in the specified order◦ A notification override for one task◦ A Contacts component

COMMENT Create child and parent checklist templatesMETADATA|Checklist|ChecklistName|Country|ChecklistCategory|AllocatedOn|CompletedOn|OffsetDaysMERGE|Checklist|Checklist_Child_1|United States|ORA_ONB_ENT_ONBOARDING_STEP|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETE|0MERGE|Checklist|Checklist_Parent_1|United States|ORA_ONB_ENT_ONBOARDING|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETE|0

COMMENT Create checklist tasks for the parent and child checklist templatesMETADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|MandatoryFlag|DetailChecklistName|DetailChecklistCategory|DetailChecklistCountry|ActionType|PerformerRole|OwnerRoleMERGE|ChecklistTask|Checklist_Parent_1|United States|ORA_ONB_ENT_ONBOARDING|Task_Parent_1|Y|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States|ORA_CHK_CHECKLIST|ORA_WORKER|ORA_CHK_INITIATORMERGE|ChecklistTask|Checklist_Child_1|United States|ORA_ONB_ENT_ONBOARDING_STEP|Task_Child_1|Y|||||ORA_WORKER|ORA_CHK_INITIATORMERGE|ChecklistTask|Checklist_Child_1|United States|ORA_ONB_ENT_ONBOARDING_STEP|Task_Child_2|Y|||||ORA_WORKER|ORA_CHK_INITIATOR

COMMENT Create the checklist task dependenciesMETADATA|ChecklistTaskDependencies|DependencyType|ChecklistTaskName|ChecklistName|ChecklistCategory|Country|DepenChecklistTaskNameMERGE|ChecklistTaskDependencies|ORA_DEPENDS_ON|Task_Child_2|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States|Task_Child_1

COMMENT Create a checklist task notification overrideMETADATA|ChecklistTaskNotifications|NotifyOwner|NotifyPerformer|TaskEvent|ChecklistTaskName|ChecklistName|ChecklistCategory|CountryMERGE|ChecklistTaskNotifications|Y|Y|ORA_CHK_TASK_ASSIGN|Task_Child_1|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States

COMMENT Create a checklist contactMETADATA|ChecklistContacts|ContactTitleCode|ContactType|ChecklistName|ChecklistCategory|CountryMERGE|ChecklistContacts|ORA_ONB_ONBOARDING_SPONSOR|ORA_ONB_LN_MGR|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States



9

COMMENT Create checklist contentsMETADATA|ChecklistContents|ContentType|ChecklistName|Country|ChecklistCategory|ContentDefnCodeMERGE|ChecklistContents|ORA_ONB_EVENT|Checklist_Parent_1|United States|ORA_ONB_ENT_ONBOARDING|CHKLIST_CONT_DEF67

This example ChecklistContentDetails.dat file creates the content details for the Contents component of the parentchecklist template. This should be loaded before loading Enterprise Onboarding checklists.

COMMENT Create checklist content detailsMETADATA|ChecklistContentDetails|ContentCategory|ContentDefnCode|ContentSubtype|ContentType|Title|StatusMERGE|ChecklistContentDetails|ORA_ONB_INSIGHT|CHKLIST_CONT_DEF67|ORA_ONB_EVENT_STANDARD|ORA_ONB_EVENT|Recruitment Drive|A

Creating Other Category ChecklistsThis example Checklist.dat file creates a checklist template of other category. It has:

• Two tasks, which must be performed in the specified order

• A notification override for one of the tasks

COMMENT Create the checklist templateMETADATA|Checklist|ChecklistName|Country|ChecklistCategory|AllocatedOn|CompletedOn|OffsetDaysMERGE|Checklist|Offboarding Checklist|United States|OFFBOARD|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETE|0

COMMENT Create the checklist tasksMETADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|MandatoryFlag|PerformerRole|OwnerRoleMERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Return laptop|Y|ORA_WORKER|ORA_CHK_INITIATORMERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Complete Exit Interview|Y|ORA_WORKER|ORA_CHK_INITIATOR

COMMENT Create the checklist task dependenciesMETADATA|ChecklistTaskDependencies|DependencyType|ChecklistTaskName|ChecklistName|ChecklistCategory|Country|DepenChecklistTaskNameMERGE|ChecklistTaskDependencies|ORA_DEPENDS_ON|Complete Exit Interview|Offboarding Checklist|OFFBOARD|United States|Return laptop

COMMENT Create a task notification overrideMETADATA|ChecklistTaskNotifications|NotifyOwner|NotifyPerformer|TaskEvent|ChecklistTaskName|ChecklistName|ChecklistCategory|CountryMERGE|ChecklistTaskNotifications|Y|Y|ORA_CHK_TASK_ASSIGN|Return laptop|Offboarding Checklist|ONBOARD|United States

Creating Checklists and Tasks with Display PropertiesThis example Checklist.dat file creates the display properties for checklists and tasks.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|CountryMERGE|Checklist|Onboarding Checklist|ONBOARD|ORA_CHK_ACTIVE|Checklist for Onboarding New Hires|METADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|PerformerRole|ActionTypeMERGE|ChecklistTask|Onboarding Checklist|ONBOARD||Collect ID card|N|ORA_CHK_TASK_ACTIVE|ORA_WORKER|ORA_CHK_MANUALMETADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Property|ActionType|ActionSubType|Manager|Assignee|Other|Performer|Owner|PropertyValueMERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_COMPLETED_TASKS|||Hide|Hide|Hide|||



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MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_OTHER_INCOMPLETE_TASKS|||H|H|H|||MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_REMOVE|ORA_CHK_EXTERNAL_URL||H||Hide|Show|V|MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_REMOVE|ORA_CHK_ESIGN|ORA_BASIC_SIGN|H||Hide|Show|V|METADATA|ChecklistTaskProperty|ChecklistName|ChecklistCategory|Property|ChecklistTaskName|Manager|Other|Performer|OwnerMERGE|ChecklistTaskProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_REASSIGN|Collect ID card|Show|Show|Show|ShowMERGE|ChecklistTaskProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_EDIT_DUE_DATE|Collect ID card|V|V|Hide|H

This example Checklist.dat file creates the combine task notifications setting for checklists.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|CountryMERGE|Checklist|Onboarding Checklist|ONBOARD|ORA_CHK_ACTIVE|Checklist for Onboarding New Hires|METADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Property|ActionType|ActionSubType|Manager|Assignee|Other|Performer|Owner|PropertyValueMERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_COMBINE_TASK_NOTIFICATIONS||||||||Yes

Adding Tasks to a Checklist TemplateThis example Checklist.dat file adds tasks to a checklist template.

METADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|Description|MandatoryFlag|ActionTypeMERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Return ID card|Return ID card to security|Y|Manual task

Updating Checklists and TasksThis example Checklist.dat file updates a checklist template and its tasks. This is for other checklist categories.

METADATA|Checklist|ChecklistName|Country|ChecklistCategory|Description|ActiveInactiveFlag|AllocatedOn|CompletedOnMERGE|Checklist|Offboarding Checklist|United States|OFFBOARD|Checklist Creation 1|ORA_CHK_ACTIVE|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETEMETADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|Description|MandatoryFlag|ActionURL|ActionTypeMERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Submit Expenses|Submit Expense Report|Y|www.oracle.com|External URL

Deleting a Checklist and Associated ObjectsThis example Checklist.dat file deletes a checklist template and all its associated objects. This is for other checklistcategories.

METADATA|Checklist|ChecklistName|Country|ChecklistCategoryDELETE|Checklist|Offboarding Checklist|United States|OFFBOARD

Creating Tasks in the Task LibraryThis example TaskLibrary.dat file creates checklist tasks in the task library.



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METADATA|TaskLibrary|TaskCode|TaskName|Description|MandatoryFlag|ActiveInactiveFlag|ActionType|ActionUrl|TaskActionCode|PerformerRole|PerformerRespType|OwnerRoleMERGE|TaskLibrary|APPLY_FOR_CREDIT_CARD|Apply for Credit Card||Y|ORA_CHK_TASK_ACTIVE|ORA_CHK_MANUAL|||ORA_RESP_TYPE|HR_REP|ORA_CHK_INITIATORMERGE|TaskLibrary|VERIFY_PERSONAL_DETAILS|Verify personal details|Application Task to verify personal details|N|ORA_CHK_TASK_ACTIVE|ORA_CHK_APP_TASK||Me.me_personal_details|||MERGE|TaskLibrary|HOW_TO_ONBOARD_PPL|External URL - How to onboard people||N|ORA_CHK_TASK_ACTIVE|ORA_CHK_EXTERNAL_URL|https://docs.oracle.com/en/cloud/saas/human-resources/20c/fawhr/hire-and-manage-workers.html#FAWHR3025069||||MERGE|TaskLibrary|WELCOME_TO_ORACLE|Video - Welcome to Oracle||Y|ORA_CHK_TASK_ACTIVE|ORA_CHK_VIDEO|https://youtube.oracle.com/embed/klc57AoU6eY||||

This example TaskLibrary.dat file creates the display properties for checklist tasks in the task library.

METADATA|TaskLibrary|TaskCode|TaskName|Description|MandatoryFlag|ActiveInactiveFlag|ActionTypeMERGE|TaskLibrary|APPLY_FOR_CREDIT_CARD|Apply for Credit Card||Y|ORA_CHK_TASK_ACTIVE|ORA_CHK_MANUALMETADATA|TaskLibraryProperty|TaskCode|Property|Manager|Other|Performer|OwnerMERGE|TaskLibraryProperty|TASK_LIB_HDL|ORA_ACTION_REASSIGN|V|H|V|VMERGE|TaskLibraryProperty|TASK_LIB_HDL|ORA_ACTION_EDIT_DUE_DATE|V|Hide|H|H

Related Topics• Enterprise Onboarding Checklists• Considerations for Creating Checklist Templates

Display Properties for Checklists and TasksWhen you create a checklist, you can selectively display only those sections or actions that you want a role to access.You can do this by configuring the display of the checklist or task property for that role. For example, in an off boardingchecklist, you may want to restrict line managers from seeing tasks that other users need to be complete. You can hidethe section that lists others' incomplete tasks only for line managers. Similarly, you can configure the display at the tasklevel.

This topic lists the display values you can configure at the checklist and task level for a role. If you don't make a change,the default is used.

Checklist Display Properties

Checklist displayproperty

Code Display values forassignee

Display values for linemanager

Display values forother user

What's Happening ORA_ANNOUNCEMENTS• Show (default)• Hide

• Not Applicable • Not Applicable

Basic Info ORA_BASIC_INFORMATION• Not Applicable • Show (default)

• Hide• Show (default)• Hide

Completed Tasks onEmployee ProgressPage

ORA_COMPLETED_TASKS• Show (default)• Hide

• Show (default)• Hide


Deferred Tasks ORA_DEFERRED_TASKS• Not Applicable • Show (default) • Show (default)

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Checklist displayproperty


Display values for linemanager


• Hide • Hide

Fun Stuff ORA_FUN_STUFF• Show (default)• Hide


Note board ORA_NOTE_BOARD• Show (default)• Hide


Completed Tasks onEmployee OnboardingPage

ORA_ONB_COMPLETED_TASKS• Show (default)• Hide


Order Tasks bySequence

ORA_ORDER_BY_SEQUENCE• No (default)• Yes

• No (default)• Yes

• No (default)• Yes

Others' IncompleteTasks

ORA_OTHER_INCOMPLETE_TASKS• Show (default)• Hide



Tasks to Finish ORA_THINGS_TO_FINISH• Show (default)• Hide


Add a Task from TaskLibrary

ORA_ACTION_ADD_LIBRARY_TASK• Not Applicable • Show (default)

• Hide*• Show (default)• Hide*

Add a Task ORA_ACTION_ADD_TASK• Not Applicable • Show (default)

• Hide**• Show (default)• Hide**

Edit Checklist ORA_ACTION_EDIT_CHECKLIST• Not Applicable • Show (default)


Force Complete aChecklist

ORA_ACTION_FORCE_CLOSE• Not Applicable • Show (default)


Remove a Checklist ORA_ACTION_REMOVE• Not Applicable • Show (default)


• *Based on the security privilege PER_ADD_TASK_FOR_WORKER_FROM_TASK_LIBRARY_PRIV

• **Based on the security privilege PER_ADD_NEW_TASK_FOR_WORKER_PRIV



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Task Display PropertiesUsing task display properties you can control the access for the assignee, owner, line manager, and other users.Whatever you configure at the task level overrides what's configured at the checklist and task type level. If you don'tmake a change, the default is used.

Task displayproperty


Display values forowner

Display values forline manager


Task Access ORA_DISPLAY_ACTIVITY• Allow

(default)• Show• Hide

• Allow(default)

• Show• Hide

• Allow(default)

• Show• Hide

• Allow(default)

• Show• Hide

Attachments ORA_DISPLAY_ATTACHMENTS• Allow


• Allow(default)

• Show• Hide

• Allow(default)

• Show• Hide

• Allow(default)

• Show• Hide

Comments ORA_DISPLAY_COMMENTS• Allow


• Allow(default)

• Show• Hide

• Allow(default)

• Show• Hide

• Allow(default)

• Show• Hide

ContactInformation

ORA_DISPLAY_CONTACT• Show

(default)• Hide

• Show(default)

• Hide

• Show(default)

• Hide

• Show(default)

• Hide

Notes ORA_DISPLAY_NOTES• Show

(default)• Hide

• Show(default)

• Hide

• Show(default)

• Hide

• Show(default)

• Hide

Mark a Task asComplete

ORA_ACTION_COMPLETE• Show

(default)• Hide

• Show(default)

• Hide

• Show(default)

• Hide

• Show(default)

• Hide

Edit a Task DueDate

ORA_ACTION_EDIT_DUE_DATE• Show• Hide

(default)

• Show(default)

• Hide

• Show• Hide

(default)

• Show(default)

• Hide

Edit a Task ORA_ACTION_EDIT_TASK• Show• Hide

(default)

• Show(default)

• Hide

• Show• Hide

(default)

• Show(default)

• Hide

Reassign a Task ORA_ACTION_REASSIGN• Show• Hide

(default)

• Show(default)

• Hide

• Show(default)

• Hide

• Show(default)

• Hide

Mark a Task as NotApplicable

ORA_ACTION_REJECT• Show

(default)• Show

(default)• Show

(default)• Show

(default)



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Task displayproperty


Display values forowner

Display values forline manager


• Hide • Hide • Hide • Hide

Remove a Task ORA_ACTION_REMOVE• Show• Hide

(default)

• Show(default)

• Hide

• Show• Hide

(default)

• Show(default)

• Hide

Reopen a Task ORA_ACTION_REOPEN• Not

Applicable• Show

(default)• Hide

• Show(default)

• Hide

• Show(default)

• Hide

Related Topics• Examples of Configuring Checklist Display Properties• Checklist and Task Display Properties

Examples of Loading Checklist and Task DisplayPropertiesThis topic looks at how you use display properties to restrict access both at the checklist and task level using HCM DataLoader.

Creating the Display Properties at the Checklist LevelIn an off boarding checklist, you want to restrict line managers from seeing tasks that other users need to complete.You hide the Others' Incomplete Tasks section that lists others' incomplete tasks only for line managers. This exampleChecklist.dat file creates the display properties for a checklist section.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|CountryMERGE|Checklist|Offboarding Checklist|OFFBOARD|ORA_CHK_ACTIVE|Checklist for Offboarding|METADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|PerformerRole|ActionTypeMERGE|ChecklistTask|Offboarding Checklist|OFFBOARD||Submit Exit Survey|N|ORA_CHK_TASK_ACTIVE|ORA_WORKER|ORA_CHK_MANUALMETADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Property|ActionType|ActionSubType|Manager|Assignee|Other|Performer|Owner|PropertyValueMERGE|ChecklistProperty|Offboarding Checklist|OFFBOARD|ORA_OTHER_INCOMPLETE_TASKS|||Hide|||||

Creating the Display Properties at the Task LevelYou configure a task of the type questionnaire to collect feedback from employees on their onboarding experience. Youdon't want this feedback to be visible to the line manager and other users. Therefore, you don't give line managers andother users access to the Task Access section. This example Checklist.dat file creates the display properties for a tasksection.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|Country

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MERGE|Checklist|Onboarding Checklist|ONBOARD|ORA_CHK_ACTIVE|Checklist for Onboarding New Hires|METADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|PerformerRole|ActionType|QuestionnaireCodeMERGE|ChecklistTask|Onboarding Checklist|ONBOARD||Onboarding Feedback|N|ORA_CHK_TASK_ACTIVE|ORA_WORKER|ORA_CHK_QUESTIONNAIRE|ONBOARDING_SURVEYMETADATA|ChecklistTaskProperty|ChecklistName|ChecklistCategory|Property|ChecklistTaskName|Manager|Other|Performer|OwnerMERGE|ChecklistTaskProperty|Onboarding Checklist|ONBOARD|ORA_DISPLAY_ACTIVITY|Onboarding Feedback|Hide|Hide||

Overriding the Display Properties at the Task LevelYou can override the display properties you specified at the checklist level at the task level. This example Checklist.datfile overrides the display properties for a task action.

METADATA|Checklist|ChecklistName|ChecklistCategory|Country|ActiveInactiveFlag|DescriptionMERGE|Checklist|Checklist Task Display|ONBOARD||ORA_CHK_ACTIVE|Demo task display property overrides at checklist levelMETADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|ActionType|EsignTypeMERGE|ChecklistTask|Checklist Task Display|ONBOARD||Manual Task|N|ORA_CHK_TASK_ACTIVE|ORA_CHK_MANUAL|MERGE|ChecklistTask|Checklist Task Display|ONBOARD||Basic esign Task|N|ORA_CHK_TASK_ACTIVE|ORA_CHK_ESIGN|ORA_BASIC_SIGNMETADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Country|Property|ActionType|ActionSubType|Manager|Other|Performer|Owner|PropertyValue

COMMENT ChecklistTaskProperty modification at checklist level - with ActionTypeMERGE|ChecklistProperty|Checklist Task Display|ONBOARD||ORA_ACTION_REMOVE|ORA_CHK_MANUAL||Hide|Hide|Hide|Hide|

COMMENT ChecklistTaskProperty modification at checklist level - with ActionType and ActionSubTypeMERGE|ChecklistProperty|Checklist Task Display|ONBOARD||ORA_ACTION_REMOVE|ORA_CHK_ESIGN|ORA_BASIC_SIGN|Show|Show|Hide|Show|

Guidelines for Loading Document Delivery PreferencesEmployers periodically deliver documents, such as payslips and year-end tax statements, to workers. Document deliverypreferences specify how workers receive those documents. For example, workers may receive their payslips online. Youcan specify a default delivery method for a document type, and you can override the default method on relevant workstructures. For example, delivery preferences for payroll documents can be overridden at Payroll Statutory Unit level.You can also specify delivery preferences for a person. Preferences specified at person level override those at all otherlevels. This topic describes how to load Document Record Delivery Preference objects for a person using HCM DataLoader.

Document TypeBefore you can load document delivery preferences for a person:

• The document type must exist in the target environment.

• Document delivery preferences must be enabled for the document type. In the document type definition,Override Hierarchy must be set to either Payroll or General, as appropriate. For example, if you're loadingdelivery preferences for performance documents, then Override Hierarchy must be set to General.



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Loading Document Delivery PreferencesYou load document delivery preferences for a person in a DocumentDeliveryPreference.dat file.

This example DocumentDeliveryPreference.dat file loads document delivery preference records. These records are forthe document type identified by source key DT1345 and the three people identified by the person number user key.

METADATA|DocumentDeliveryPreference|DocumentTypeId(SourceSystemId)|LevelCode|PersonNumber|OnlineEnabledFlag|PaperEnabledFlag|AllowWorkerOverrideFlag|OnlineConsentRequiredFlag|InitialConsentFlag|SourceSystemId|SourceSystemOwnerMERGE|DocumentDeliveryPreference|DT1435|900_PERSON|Z8154257|Y|N|Y|Y|Y|LoadPref1|PSFT-USMERGE|DocumentDeliveryPreference|DT1435|900_PERSON|Z8154806|N|Y|Y|Y|Y|LoadPref3|PSFT-USMERGE|DocumentDeliveryPreference|DT1435|900_PERSON|Z8154813|Y|N|Y|Y|Y|LoadPref2|PSFT-US

Guidelines for Loading Document TypesA document type, such as Performance Improvement Plan or Letter of Recognition, defines the purpose and treatmentof documents of that type. When defining a document type, you include attributes, such as the document name, dates,and issuing authority, and specify whether they're required. You can also specify an expiration notification period,indicate whether approvals are required, and enable multiple occurrences of the document. This topic describes aspectsof the Document Type object that you must understand to load document types successfully using HCM Data Loader.

Document Categories and SubcategoriesDocument types belong to a document category and may also belong to a document subcategory. Documentcategories, such as Expenses or Payroll, provide a way to group document types for ease of retrieval and management.Document subcategories, such as Involuntary Deduction or Additional Income in the Payroll category, provide a furtherlevel of detail.

Before loading document types, ensure that referenced document categories and subcategories exist in the targetenvironment. In the Setup and Maintenance work area, use the following to create document categories:


• Task: Manage Document Lookups

In the Setup and Maintenance work area, use the following to create document subcategories:


• Task: Manage Extended Lookup Codes

Document TypesWhen loading document types, you must provide a unique reference for the record being created. If your documenttype isn't country-specific, then you must supply a source key. This rule exists because the Country attribute forms partof the user key.

If you're loading a Document Type Delivery Preference component, then set the Hierarchy Code attribute of theDocument Type component to either GENERAL or PAYROLL. If you omit this attribute or provide no value, thendocument delivery preferences aren't enabled for the document type.



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Document Type Delivery PreferencesThe Document Type Delivery Preference component enables users to specify delivery preferences for documents of theassociated type. For example, you could enable users to specify that payslips can be delivered both on paper and online.

The delivery preferences for the document type can be overridden. That is, you can specify document deliverypreferences:

• At the payroll statutory unit level, for documents in the PAYROLL category

• At the legal employer level, for documents in all other categories

In both cases, delivery preferences can be further overridden at department and location levels.

This figure summarizes the override hierarchy for document delivery preferences. Entries at any level of the hierarchyoverride those above them.

Document Type

Legal Employer Payroll Statutory Unit

Department

Location

If you set the Allow Worker Override attribute to Y, then workers can specify document delivery preferences forthemselves. Worker preferences override preferences at all other levels.

Related Topics

• How You Set Preferences for Document Delivery

• Document Types and Categories

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Examples of Loading Document TypesThis topic provides examples showing how to load and manage Document Type objects using HCM Data Loader.

Creating Document Types Using Source KeysThis example DocumentType.dat file creates one global and one country-specific document type. The document typesare identified using source keys.

METADATA|DocumentType|SourceSystemOwner|SourceSystemId|DocumentType|Description| LegislationCode|CategoryCode|AuthorizationRequiredFlag|MultipleOccurencesFlag|ActiveInactiveFlag|PublishRequiredFlag|HierarchyCode|DocumentNameRequired|DocumentNumberRequired|DateFromRequired|DateToRequired|IssuingCountryRequired|IssuingLocationRequired|IssuingAuthorityRequired|IssuedDateRequired|CommentsRequiredMERGE|DocumentType|VISION|DTYPETest001|RS Global DocType1|RS Global DocType1 Description||PAYROLL|Y|Y|N|Y|GENERAL|R|R|Y|Y|Y|Y|Y|Y|YMERGE|DocumentType|VISION|DTYPETest003|RS US DocType1|RS US DocType1 Description|US|AUDIT|Y|Y|N|Y|PAYROLL|R|R|Y|Y|Y|Y|Y|Y|Y

Creating Document Types Using User KeysThis example DocumentType.dat file creates one country-specific document type. The document type is identifiedusing user keys.

METADATA|DocumentType|DocumentType|Description|Country|CategoryCode|AuthorizationRequiredFlag|MultipleOccurencesFlag|ActiveInactiveFlag|PublishRequiredFlag|HierarchyCode|DocumentNameRequired|DocumentNumberRequired|DateFromRequired|DateToRequired|IssuingCountryRequired|IssuingLocationRequired|IssuingAuthorityRequired|IssuedDateRequired|CommentsRequiredMERGE|DocumentType|US Audit Doc Type|US Audit Doc Type Description|United States|AUDIT|Y|Y|Y|Y|PAYROLL|R|R|Y|Y|Y|Y|Y|Y|Y

Note: If the document type were global, you would have to provide a source key rather than a user key. Thisrequirement exists because Country is a required attribute of the user key.

Creating Document Types with Delivery PreferencesThis example DocumentType.dat file creates a country-specific document type with delivery preferences for thedocument type, payroll statutory unit, and department. The document type and delivery preferences are identifiedusing source keys.

METADATA|DocumentType|SourceSystemOwner|SourceSystemId|DocumentType|Description| LegislationCode|CategoryCode|AuthorizationRequiredFlag|MultipleOccurencesFlag|ActiveInactiveFlag|PublishRequiredFlag|HierarchyCode|DocumentNameRequired|DocumentNumberRequired|DateFromRequired|DateToRequired|IssuingCountryRequired|IssuingLocationRequired|IssuingAuthorityRequired|IssuedDateRequired|CommentsRequiredMERGE|DocumentType|VISION|DTYPETest003|RS US DocType1|RS US DocType1 Description|US|AUDIT|Y|Y|N|Y|PAYROLL|R|R|Y|Y|Y|Y|Y|Y|YMETADATA|DeliveryPreference|SourceSystemOwner|SourceSystemId|DocumentTypeId(SourceSystemId)|InitialConsentValueFlag|OnlineConsentRequiredFlag|OnlineEnabledFlag|PaperEnabledFlag|AllowWorkerOverrideFlag|EmailEnabledFlag|LegislationCode|LevelCodeName|DocumentTypeCountry|DocumentTypeLegislationCode|PayrollStatutoryUnitName|DepartmentName



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MERGE|DeliveryPreference|VISION|DTYPETest003_Pref0|DTYPETest003|N|N|Y|Y|N|N|US||US|US||MERGE|DeliveryPreference|VISION|DTYPETest003_Pref1|DTYPETest003|N|N|Y|Y|N|N|US|Payroll Statutory Unit|US|US|GBI HCM Widgets USA|MERGE|DeliveryPreference|VISION|DTYPETest003_Pref2|DTYPETest003|N|N|Y|Y|N|N|US|Department|US|US|GBI HCM Widgets USA|HCM-1001-Corporate

Loading Translated Document Types and DescriptionsThis example DocumentTypeTranslation.dat file translates an existing document type and its description. It identifiesthe document type using source keys.

METADATA|DocumentTypeTranslation|SourceSystemOwner|SourceSystemId|BaseDocumentType|LegislationCode|SourceLang|Language|DocumentType|DescriptionMERGE|DocumentTypeTranslation|VISION|DTYPETest001|RS Global DocType1||US|JP|RS Global DocType1 JP|RS Global DocType1 DESC JPMERGE|DocumentTypeTranslation|VISION|DTYPETest003|RS US DocType1|US|US|JP|RS US DocType1 JP|RS US DocType1 DESC JP

Deleting Document TypesYou can delete a document type only if no document records of that type exist. When you delete a document type, anyassociated delivery preferences are also deleted. This example DocumentType.dat file deletes a document type that'sidentified by its source key.

METADATA|DocumentType|SourceSystemOwner|SourceSystemIdDELETE|DocumentType|VISION|DTYPETest001DELETE|DocumentType|VISION|DTYPETest003

This example DocumentType.dat file deletes a document type that's identified by its user key.

METADATA|DocumentType|DocumentType|Description|CountryDELETE|DocumentType|US Audit Doc Type|US Audit Doc Type Description|United States

Examples of Loading Extended Lookup CodesYou use extended lookup codes to provide subcategories for lookup codes. The associated lookup codes must alreadyexist when you load Extended Lookup objects using HCM Data Loader. If the lookup codes are for specific legislations,then you can supply extended lookup codes for those legislations only. For example, if a lookup code has the +FR tag,then you can supply extended lookup codes for the FR legislation code only. This topic provides examples showing howto load Extended Lookup objects using HCM Data Loader.

Creating Extended Lookup CodesThis example ExtendedLookupCode.dat file creates extended lookup codes for the CONTRACT_TYPE lookup type. Itidentifies the extended lookup codes using source keys.

METADATA|ExtendedLookupCode|SourceSystemOwner|SourceSystemId|LookupType|LookupCode|LegislationCode|ExtendedLookupCode|ExtendedLookupCodeNameMERGE|ExtendedLookupCode|VISION|ELC_CONTRACT_LIMITED|CONTRACT_TYPE|5|NO|L|Limited Contract



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MERGE|ExtendedLookupCode|VISION|ELC_CONTRACT_DIRECTOR|CONTRACT_TYPE|FR_CEO_MANDATE|FR|DC|Director Contract

Loading Translated Extended Lookup Code NamesSupply the names of extended lookup codes in the language of the user who's loading them. You supply anExtendedLookupCodeTranslation.dat file to translate the names of extended lookup codes into other enabledlanguages once the codes exist. This example translates the name of an existing extended lookup code. It identifies thecode by its source key.

METADATA|ExtendedLookupCodeTranslation|SourceSystemOwner|SourceSystemId|Language|ExtendedLookupCodeNameMERGE|ExtendedLookupCodeTranslation|VISION|ELC_CONTRACT_LIMITED|FR|Contrat a Duree Limitee

Deleting Extended Lookup CodesYou can delete Extended Lookup objects using HCM Data Loader. This example ExtendedLookupCode.dat file deletesspecific extended lookup codes for the CONTRACT_TYPE lookup code. It identifies the extended lookup codes usingsource keys.

METADATA|ExtendedLookupCode|SourceSystemOwner|SourceSystemIdDELETE|ExtendedLookupCode|VISION|ELC_CONTRACT_LIMITEDDELETE|ExtendedLookupCode|VISION|ELC_CONTRACT_DIRECTOR

Guidelines for Loading Name FormatsA name format is a set of rules for combining individual name components, such as first name and last name, to forma complete person name. Name formats are specific to a legislation and name-format type. The name-format types aredisplay name, list name, order name, and full name. The predefined global format is used when no format exists for aformat type and legislation. This topic describes how to load Name Format objects using HCM Data Loader.

Understanding Format MasksA format mask is a string of codes used to construct a name format. The codes represent the required namecomponents, symbols, and special characters. Use the codes shown in this table to identify the name components.

Code Name Component

$FIR$ First Name

$LAS$ Last Name

$MID$ Middle Name

$PLN$ Previous Last Name