Step by Step Loading Objects using HCM Spreadsheet Data Loader(HSDL) in Fusion

Prerequisite

1. User should have “Human Capital Management Integration Specialist” job role.
2. ADFDI Plugin should be installed. Please refer the article to install ADFDI Plugin

How to generate/configure HCM Spreadsheet Template:

1. Configure Lookup Code for Template Category:

Login as Admin user who is having “Human Capital Management Integration Specialist” job role in fusion.

Navigate to Navigator -> Setup and Maintenance Area

Search Task Name as “Manage Common Lookups”

Search Lookup Type as “ORA_HRC_DL_TEMPLATE_CATEGORY”

You can add category for HCM Spreadsheet Template.

Example: category code as “WF_STR” and Meaning as “Workforce Structure” and Click on save button.

2. Configure Spreadsheet template:

Navigate to Navigator -> My Workforce -> Data Exchange

Click on “Manage Spreadsheet Templates” Task on HCM Spreadsheet Data Loader section

Click on Create Button In Manage Spreadsheet Template

You can Set template Name as “Job”, Code as “JOB”, Business Object as “Job” and Category as “Workforce Structure”. Click on OK Button.

Set Status as “Active”.

Add parameters for Maximum concurrent Threads for Load and Purge Future Date-Effective Updates.

Click on Design tab and Select all/required attributes for Job object as per your requirement and move the attributes into right panel box.

Also, you can search and Select Specific attributes (eg. “Regular”) and add it to right panel box.

You can edit the selected attribute properties if required.

Change the Column Heading from “Name” to “Job Name”.

Also, Edit functionality is enable to change the Column Heading, Description, Required, List Display Type, Default, Visibility, Enabled and Read Only attributes.

Also, You can reorder the field template by clicking on Reorder button.

Reorder the Job Object attributes if required.

Click on Setting icon if you want configure the attribute in Advance setting UI .

Click Instruction tab, if you want to provide addition instruction in the template header.

You can provide values to heading and Instruction attributes.

Click on review tab and view the setup.

Click on Validate button to validate job template.

If the template is valid, then you will get success message.

Click on Preview button to preview the template.

Click on save and close button.

Job Template will be created and able to view in Manage Spreadsheet Template UI.

Options in HCM Spreadsheet:

Copy – Copy and generate duplicate templates.

Export – Export the template and import into another environment.

Download CSV Template – Import records into Spreadsheet template using CSV file

Download XML Template – Import records into Spreadsheet template using XML file

Delete – This is enable only if the template status as “Draft”

3. Run and Load HCM Spreadsheet Data Loader:

Navigate to Navigator -> My Workforce -> Data Exchange

Click on “Run Spreadsheet Data Loader” Task on HCM Spreadsheet Data Loader section

Click on the “Job” Template

Save Job Spreadsheet template into local drive.

Open the Job Spreadsheet template from local drive and select “yes” to connect the Fusion application. Provide user credential details in the  popup Window.

Provide Data set Name and click on “Create Data Set” button in the “Spread sheet Loader” ribbon of excel

Data Set will be create successfully and will get confirmation message popup.

Populate values to each record of spreadsheet template and click on Save button. It will validate and load the data into fusion Stage table.

Select both check box and click on “OK” Button.

After successful data upload into staging table. The Upload Progress status shows as “Ready to Process” and click on “Upload” button. It will validate and load date from stage table to application table.

The popup message will appear and confirm that, Import and Load Process has been started.

Navigate to Navigator -> My Workforce -> Data Exchange

Click on “Import and Load data” Task on HCM Data Loader section and view the batch result. The batch result will shows summary details of the batch(i.e. status, Number success records/Failed Records etc.)

Click on the refresh button in the spreadsheet.

View the status of the batch and execution status as “Successful”. You are successful created records using HSDL.

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Setup Calendar Events By Location In Fusion

Setup Calendar Events By Location

Define Geographic Regions

To create Geographic Regions use lookup type “ORA_PER_GEOGRAPHIC_TREE_NODES”

Navigate to Manage Common Lookups

Search for lookup type “ORA_PER_GEOGRAPHIC_TREE_NODES”

Add all the Geographic regions that you require in the look up codes.

It should be noted that the values entered in the lookup code should NOT be the same as the country abbreviations, such as DE, US, IN etc.

1. Define Geography Tree

Navigate to Manage Geography Trees

Click Create

Enter Details and Click next

Click Next

Click Submit

Select “ABC Geo Tree” in the search results and click on create Tree Version

Enter the details and click Next

Click on Add button

Change the Data Source to “Geographic Tree Calendar Event Data Source”

And this will show all the locations created under lookup “ORA_PER_GEOGRAPHIC_TREE_NODES”

Select Global and add to the nodes

Click ok

Select Global and Click on Add

Select the locations and move them under selected nodes

Click ok

Click Submit

The following message will be displayed:

Tree version ABC Geo Tree V1 created successfully and the Specify Nodes page should now look like this.

Row Flatten Tree Version

From Search Results screen, select the Tree Version row and do Actions -> Flatten -> Row Flattening. This is a technique to make the retrieval of the tree faster.

Click on Online Flattening

Click Ok

Click Done.

Do Online Audit

From Search Results screen, select the Tree Version row, and do Actions ->Audit.

Click on Online Audit button from Tree Audit Result page.

Click on Online Audit

A successful audit looks like this

Click Done

Activate Tree Version

Finally from Search Results screen, select the Tree Version row and do Actions -> Set Status -> Active

Click Active

The following message will be displayed:

‘Status of tree version ABC Geo Tree V1 changed to ACTIVE’

1. Create Calendar Event

Public Holidays now need to be created for each of the countries, and attached to the respective node in the Geography Tree.

Using Manage Calendar Events task, click on Create Icon

Enter Name, Category, Date, and Short Name of the Public Holiday. Then under Coverage, choose the Hierarchy Type   of Geographic, and the Hierarchy previously created.

Expand the Global Node, click on the Locations to whom the Public Holiday is associated, and click on the Include Icon.

Select Hierarchy Type as Geographic and Hierarchy as ABC Geo tree.

Select the regions for which the public holiday is applicable

Add Calendar Event to the Work Schedule

Once Public Holidays have been entered as Calendar Events for all the regions, an exception can be added to the global Work Schedule so that they are regarded as Off Period, and  workers in that region will be Unavailable for work on that day.

Click Submit.

Assign Geographic Hierarchy to the location

Navigate to Manage Locations à select your location and change the Geographic Hierarchy

Installation and Configuration of ADF Desktop Integration add-in for Microsoft Excel

Introduction
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The ADF DI is an add-in for Microsoft Excel. The ADF Desktop Integration is basically creating a connection between Microsoft Excel and Fusion Application. This is used for uploading records from the Spread Sheets.

Configuring the Target Environment to Support ADF Desktop Integration Add-in
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The following software’s are configured in the target system where you want to install the framework.

1. Microsoft Office Excel 2007 or 2010 must have Microsoft .NET programmability support enabled.
2. Microsoft Office 2007 or 2010 (Supported Version Microsoft Office 2007 or Higher)

Check Microsoft .NET programmability support option in Microsoft Excel:
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1. Click on Start Button

2. Click on Control panel

3.Click on the Program Feature

4. Select “Microsoft Office Professional Plus 2010” and Click on the “Change” button

5. Select on “Add or Remove Feature” and clink on “Continue”.

6. Expand “Microsoft Excel” and View/check the “.NET Programmability Support” option.
Note: If it is not available, then install “.NET Programmability Support” before installing ADF DI add-in.

Downloading ADF DI Executable file from Fusion Application
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1. Login into Fusion Application.

2. Navigate to Navigator –>Tools

Click on “Download Desktop Integration” and save the “adfdi-excel-addin-installer.exe” executable file local drive.

Install and Configure the ADF DI add-in for Microsoft Excel:
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1. Double Click on Executable File and Click on Run

2. Click on Install

3. After Successful installation, Click on Close Button

4. Open Microsoft Excel.Click on Install Button on the prompt.

5. Click on the File Tab –> Option

6. Select “Add-Ins” and View the Active Application as “Oracle ADF 11g Desktop Integration Add-In For Excel”

7. Select “Trust Center” and click on “Trust Center Settings” Button.

8. Select “Micro Settings” and Tick/Check the “Trust access to VBA project Object Model” and Select as “Disable all micros with notification”. Click on OK.