oracle fusion hcm extracts guide rel4

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Guide for HCM Extracts

Oracle Online Training Materials Usage Agreement Use of the information, documents and online training courses (collectively, Materials) found on this area of the Site constitutes agreement with the following terms and conditions (as well as those set forth in the Purpose and Disclaimer sections below): 1. Oracle is pleased to allow its business partner (Partner) to download and copy the Materials found on this area of the Site. The Materials are proprietary information of Oracle. Partner or other third party at no time has any right to resell, redistribute or create derivative works from the Materials. The use of the Materials is restricted to the noncommercial, internal training of the Partners employees only. The Materials may not be used for training, promotion, or sales to customers or other partners or third parties. 2. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. 3. Oracle disclaims any warranties or representations as to the accuracy or completeness of any Materials. Materials are provided "as is" without warranty of any kind, either express, implied or statutory, including without limitation the implied warranties of merchantability, satisfactory quality, fitness for a particular purpose, accuracy, timeliness and non-infringement of third-party rights. The information contained herein is subject to change without notice. 4. Under no circumstances shall Oracle be liable for any loss, damage, liability or expense incurred or suffered which is claimed to have resulted from use of these Materials. As a condition of use of the Materials, Partner agrees to indemnify Oracle from and against any and all actions, claims, losses, damages, liabilities and expenses (including reasonable attorneys' fees) arising out of Partners use of the Materials.

Copyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. Page 1 of 83

Guide for HCM Extracts

Purpose: This document provides an overview of features and enhancements included in Oracle Fusion Applications 11gR1 Release 11.1.1.5.0 and applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this release, or implementing completely new Oracle developed products, and planning your I.T. Projects. Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracles prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

This document is intended to outline our general product direction. It is intended for informational purposes only and solely to assist you in planning for the implementation and upgrade of the product features described. Release information contained in this document is not a firm development plan. Release information published here should not be used as the basis for customer delivery commitments, as part of marketing efforts, or during contract negotiations. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality, and inclusion or not thereof in the commercially available version of the Software, if any, is subject to change at any time and is always at Oracles sole discretion. This document is not considered part of the applicable program documentation.

Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Copyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. Page 2 of 83

Guide for HCM Extracts

Document ControlChange RecordDate 11-Sep-12 04 July- 2012 Author Ventrapragada Rajasekhar/ Parag Jain Parag Jain Version 0.1 0.2 Change Reference First Release Details of Changes Only functionality

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Guide for HCM Extracts

ContentsDocument Control.......................................................................................................................................................... 3 Change Record........................................................................................................................................................... 3 Contents......................................................................................................................................................................... 4 Overview........................................................................................................................................................................ 5 Tasks related to Extracts:...........................................................................................................................................6 Architecture................................................................................................................................................................ 7 Case Study: Fast Bank wants to set up and run HCM Extract........................................................................................8 Manage HCM Extract Definitions.................................................................................................................................. 10 Refine HCM Extracts [Optional Setup].......................................................................................................................... 46 Submit an HCM Extracts..............................................................................................................................................50 View HCM Process........................................................................................................................................................ 57 How to define Fast Formulae.......................................................................................................................................59 How to set-up Changes Only data extract....................................................................................................................63 Installing BI Publisher Plug-in .................................................................................................................................................................................. 67 Defining the report................................................................................................................................................... 71

Copyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. Page 4 of 83

Guide for HCM Extracts

OverviewHCM Extracts can be used for archiving, reporting, and as an outbound interfacing tool. This document includes information on how you can use HCM Extract tool to create the Out Bound interfacing, or reporting. Data Exchange work-area allows you to perform tasks related to InBound and OutBound interfaces, which allows exchange of data between different HR systems.

Copyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. Page 5 of 83

Guide for HCM Extracts Tasks related to Extracts:Manage HCM Extract Definitions Define new extracts, edit/modify or delete the existing extracts Extract definition contains details of what data should be extracted and the structure in which data needs to be extracted, and how this data should be delivered (ftp, email, fax, etc) as formatted output (xls, csv, pdf, etc) using BI publisher Refine HCM Extracts (optional step) When we create an extract, the application creates a flow pattern (i.e. checklist) automatically, which includes a task for executing the extract. We can refine the flow by adding pre or post tasks that need to be executed along with data extraction. Submit HCM Process Submit the extract for processing after entering the parameter values. If the extract definition contains delivery options that specify an output format and delivery method (email, ftp, etc), then the output will be generated through the integration with BI Publisher application. View HCM Process Results (optional step) Archived output stored in tables can be viewed at anytime through Results UI.

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Copyright 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential. Page 6 of 83

Guide for HCM Extracts Architecture

Data to be extracted is retrieved from database, through different means i.e. Fast Formula, Balance Groups and Custom Logic defined in PLSQL or Java method. HCM Extract definition contains Records (grouping of attributes) that contains multiple Data Elements (attributes). These records are archived based on Fast Formula Database Item groups, or based on structure of the Balance Group, or based on logic defined in PL-SQL or Java method. Extracted data will be archived into result tables and also stored as an XML output in the database. This XML output will be transformed into formatted output of HTML, PDF, EFT, XLS, etc and delivered as email, fax, ftp, print, etc base

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