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Guide for HCM Extracts

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Guide for HCM Extracts

Purpose:

Guide for HCM Extracts Purpose: This document provides an overview of features and enhancements included in

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.

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Guide for HCM Extracts

Document Control

Change Record

Guide for HCM Extracts Document Control Change Record Date Author Version Change Reference 10-April-2012

Date

Author

Version

Change Reference

10-April-2012

Ventrapragada Rajasekhar/ Parag Jain

0.1

First Release

04 July- 2012

Parag Jain

0.2

Details of ‘Changes Only’ functionality

Guide for HCM Extracts

Contents

Guide for HCM Extracts Contents Overview 5 Tasks related to Extracts: 6 Architecture 7 Case Study:

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

9

Refine HCM Extracts [Optional Setup]

45

Submit an HCM Extracts

49

View HCM Process

56

How to define Fast Formulae

58

How to set-up Changes Only data extract

62

Installing BI Publisher Plug-in

65

Defining the report

69

Guide for HCM Extracts

Guide for HCM Extracts Overview HCM Extracts can be used for archiving, reporting, and as an

Overview

HCM 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.

which allows exchange of data between different HR systems. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Tasks related to Extracts:

Guide for HCM Extracts Tasks related to Extracts: - Manage HCM Extract Definitions Define new 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.

Guide for HCM Extracts

Architecture

Guide for HCM Extracts Architecture Data to be extracted is retrieved from database, through different means
Guide for HCM Extracts Architecture Data to be extracted is retrieved from database, through different means

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 based on the Delivery Options set up for the Extract.

Guide for HCM Extracts

Guide for HCM Extracts Case Study: Fast Bank wants to set up and run HCM Extract

Case Study: Fast Bank wants to set up and run HCM Extract

FAST Bank is a global organization with subsidiaries all over the world. It requires a headcount report with department and employee details. The employee information needs to be grouped at each department level. They need to distribute this report through FTP to 3 rd Party as XML/Flat file, and through email to HR manager. To generate this report, they need to define an extract and run it using the HCM Extract tool within Fusion HCM.

Fast Bank Extract Design

This Extract consists of 2 Logical Entities or Blocks (i.e. Departments, Employees), which consists of few records in each block and different type of data elements.

records in each block and different type of data elements. Block represents a logical entity, which

Block represents a logical entity, which contains SQL query for getting data, For example: Organizations, Persons, Employees, etc. Block links allows you to define the Parent-Child relationship between the entities. For example: you can link Department and Employee blocks through Department_ID. Record is a collection of fields (data elements) which should be archived/ extracted.

Guide for HCM Extracts

Manage HCM Extract Definitions

1)

Click on Data Exchange workarea to perform tasks related to Extracts.

Data Exchange workarea to perform tasks related to Extracts. Copyright © 2011, Oracle and/or its affiliates.
Data Exchange workarea to perform tasks related to Extracts. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

2)

Data Exchange workarea has 4 tasks (as mentioned above) related to HCM Extracts.

has 4 tasks (as mentioned above) related to HCM Extracts. Copyright © 2011, Oracle and/or its
has 4 tasks (as mentioned above) related to HCM Extracts. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

3)

Click on ‘Manage HCM Extract Definitions’ . - search for existing Extracts and click on Name to view/edit - or click on ‘Create’ to define a new Extract

- or click on ‘Create’ to define a new Extract Copyright © 2011, Oracle and/or its
- or click on ‘Create’ to define a new Extract Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Guide for HCM Extracts 4) Provide Name for the Extract definition, and select the Type of

4)

Provide Name for the Extract definition, and select the Type of Extract and Save the Definition. [Tag Name field will be derived and defaulted automatically based on the given name (for all level i.e. Definition, Parameters, Blocks, Records and Data Elements) and will be used while generating the XML output]

For creating custom HR extracts, use “HR Archive”, or for HR and PAY related extracts
For creating custom HR extracts,
use “HR Archive”, or for HR and
PAY related extracts use “Full
Profile”
"Payments" and "Payroll Archive"
extract types should not be used.
These types are used only for
specific seeded extracts.

NOTE: It is suggested to change the Session Effective Date to a fixed value (For example: 01/01/2000) before creating/updating any data. Since Entities like Criteria, Records, Data Elements etc. Date Effective and Dated, so in case you are creating/editing the extract setup with different Session Effective Dates then those entities will get created with different dates. This will cause extract definition to produce non-uniform archive for different dates.

Guide for HCM Extracts

Guide for HCM Extracts 5) Once Extract Definition is Saved, based on the Type of Extract

5)

Once Extract Definition is Saved, based on the Type of Extract selected – few parameters will be created automatically. [There is an option to add/edit/delete additional parameters from parameters table region. These parameters can be used in the filter conditions, calculations or extracted as data element]

conditions, calculations or extracted as data element] Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

Guide for HCM Extracts 6) Click on the ‘Extract Block’ folder on left hand side Navigation

6)

Click on the ‘Extract Block’ folder on left hand side Navigation tree – to open the Extract Blocks region. Click on ‘Create’ to define new block. [ Block represents a logical entity, which contains SQL query for getting data, For example: Organizations, Persons, Employees, etc]

data, For example: Organizations, Persons, Employees, etc] Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

Guide for HCM Extracts 7) Provide details for the block and click on ‘Save and Create

7)

Provide details for the block and click on ‘Save and Create Another’ to define the next block. Create all the blocks needed for this Extract. [Starting/Parent block from where Extraction will start should be marked as Root Block User Entity (Logical Entity) will be name of Query for getting required data, i.e. for getting Departments, Employees, etc.]

data, i.e. for getting Departments, Employees, etc.] Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

8)

Create the second block for this case study, and click on ‘Save and Close’.

for this case study, and click on ‘Save and Close’. Copyright © 2011, Oracle and/or its
for this case study, and click on ‘Save and Close’. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

9)

Once all blocks are created – then click on ‘Extract Block’ folder in the navigation tree to view Extract Blocks. Select each child block record in ‘Extract Blocks’ table and define Block Link details. [Block links allows to define the Master-Detail of Parent-Child relationship between the entities, eg: Employee and Department blocks are linked with Department_ID]

and Department blocks are linked with Department_ID] Copyright © 2011, Oracle and/or its affiliates. All rights
and Department blocks are linked with Department_ID] Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

Guide for HCM Extracts 10) Once all block links are defined, select each block available under

10) Once all block links are defined, select each block available under the Extract Block folder and define the criteria and records for each block. Using the Extract Block Criteria, we can specify the filter conditions of what data need to be extracted. Also, we can specify the conditions as an expression and/or fast formula (if it's complex) – To add a Block Criteria; click on ‘Add’ button in block criteria table.

Criteria; click on ‘Add’ button in block criteria table. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts 11) Clicking on Edit icon in ‘Criteria Expression’ allows defining the Block

11) Clicking on Edit icon in ‘Criteria Expression’ allows defining the Block Criteria Expression.

Expression’ allows defining the Block Criteria Expression. Block criteria expression will be translated into WHERE

Block criteria expression will be translated into WHERE clause of SELECT query and gives better performance compared to criteria formula. Block criteria formula can be created using ‘Manage Fast Formulas’ UI and by selecting Formula Type as ‘Extract Criteria’. A single value returned by the formula called either ‘EXCLUDE’ or ‘INCLUDE’, and having value ‘TRUE’ or FALSE’ will determine whether to process the record. More details on Fast formulas can be found here

Guide for HCM Extracts

Guide for HCM Extracts 12) Click on Create button in the Extract Records table of Extract

12) Click on Create button in the Extract Records table of Extract Block details page (screen shot step 9). Extract Record is a physical collection of fields (data elements) which should be extracted. [Provide details on Type of Record i.e. Header/Trailer/Details and Process Type – Fast Formula/Balance Group/Custom Logic].

If block has 3 records, then application uses sequence value to identify processing order, and next block value to identify next block to process.

and next block value to identify next block to process . Copyright © 2011, Oracle and/or

Guide for HCM Extracts

Guide for HCM Extracts 13) Click on ‘Save’ to save the record which enables the Create

13) Click on ‘Save’ to save the record which enables the Create button in ‘Data Elements’ table. Data Elements are the individual fields inside the record. [Provide details like Type – Database Item group, Rule, Decoded Element, String, etc, and corresponding required fields based on the selected Type. Record output will be stored to a table with 300 columns and location where this field has to be stored will be captured in Output Column value] Click on ‘Save and Create Another’ to define all the data elements in this record.

Another’ to define all the data elements in this record. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Guide for HCM Extracts Data Elements with ‘Type’ value of ‘Database Item Group’ (refer box above)
Guide for HCM Extracts Data Elements with ‘Type’ value of ‘Database Item Group’ (refer box above)

Data Elements with ‘Type’ value of ‘Database Item Group’ (refer box above) will be associated with Fast formula Database Item that corresponds to SQL query for getting the field value (For example: Organization Name, Person Full Name, Job Name, etc.).

We can add all required data elements of the record one after the other by using the ‘Save and Create Another’

Guide for HCM Extracts

Guide for HCM Extracts You can add conditional actions to records and data elements within a
Guide for HCM Extracts You can add conditional actions to records and data elements within a

You can add conditional actions to records and data elements within a record, that specify an action, such as, log error or warning, to be performed when the condition is evaluated as true. Condition can be specified as Expression or as Fast formula. Formula can be defined using ‘Manage Fast Formulas’ UI with formula type as ‘Extract Advanced Condition’, and return value of Y or N for output variable DO_ACTION.

Guide for HCM Extracts

Guide for HCM Extracts 14) Once all the data elements (fields) of record are defined, then

14) Once all the data elements (fields) of record are defined, then you can generate and compile the Fast formula which contains the code for extracting this record data.

which contains the code for extracting this record data. RUP1 Note: ‘Compile Formula’ option doesn’t work

RUP1 Note: ‘Compile Formula’ option doesn’t work from here. As a workaround - please define the complete extract and generate fast formulas. Note the Generated Fast Formula names [as shown in above screenshot] and use the Navigator menu - Payroll Calculation workarea – Manage Fast Formulas UI – Search by giving the Formula Name and LDG, edit the formula and click on ‘Compile’ option. More details on Fast formulas can be found here

Guide for HCM Extracts

15) Similarly define other blocks- criteria, records and data elements.

a. Block criteria for ‘Employee’ Block

data elements. a. Block criteria for ‘Employee’ Block Copyright © 2011, Oracle and/or its affiliates. All
data elements. a. Block criteria for ‘Employee’ Block Copyright © 2011, Oracle and/or its affiliates. All

Guide for HCM Extracts

b. Create records within ‘Employee’ Block.

HCM Extracts b. Create records within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All
HCM Extracts b. Create records within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All

Guide for HCM Extracts

c. Create element ‘Full Name’ within ‘Employee’ Block.

Create element ‘Full Name’ within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights
Create element ‘Full Name’ within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

d. Create element ‘Date of Birth’ within ‘Employee’ Block.

element ‘Date of Birth’ within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights
element ‘Date of Birth’ within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

Guide for HCM Extracts e. Create element ‘Gender’ within ‘Employee’ Block. Gender is created as ‘Decoded

e. Create element ‘Gender’ within ‘Employee’ Block. Gender is created as ‘Decoded Database Item group’, as this type of element allows decoding the value returned by Database Item group.

allows decoding the value returned by Database Item group. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

f. Create element ‘Salary’ within ‘Employee’ Block.

f. Create element ‘Salary’ within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights
f. Create element ‘Salary’ within ‘Employee’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

Guide for HCM Extracts g. Create element ‘Bonus’ within ‘Employee’ Block. Bonus is created as ‘Record

g. Create element ‘Bonus’ within ‘Employee’ Block. Bonus is created as ‘Record calculation’ type, as this type of element allows defining expression based on other data elements and parameters.

expression based on other data elements and parameters. Copyright © 2011, Oracle and/or its affiliates. All

Guide for HCM Extracts

Guide for HCM Extracts h. Create element ‘Tax Rate’ within ‘Employee’ Block. Tax Rate is created

h. Create element ‘Tax Rate’ within ‘Employee’ Block. Tax Rate is created as ‘Rule’ type. Data Elements with ‘Type’ value of ‘Rule’ (refer box in the screenshot) will be associated with Fast formula. Fast formula can be defined using the ‘Manage Fast Formulas’ UI with formula type as ‘Extract Rule’. Formula will contain the logic for calculating the value that should be extracted for the data element.

More details on Fast formulas can be found here

element. More details on Fast formulas can be found here Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Guide for HCM Extracts i. Click on ‘Create’ option of Extract Records tables to create additional

i. Click on ‘Create’ option of Extract Records tables to create additional records in ‘Department’ Block.

to create additional records in ‘Department’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

j. Create record ‘Department Summary’ within ‘Department’ Block.

‘Department Summary’ within ‘Department’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights
‘Department Summary’ within ‘Department’ Block. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

k. Create elements within ‘Department Summary’ Record.

k. Create elements within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights
k. Create elements within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

l. Create element ‘Record Code’ within ‘Department Summary’ Record.

‘Record Code’ within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights
‘Record Code’ within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

m. Create element ‘Report Date’ within ‘Department Summary’ Record.

‘Report Date’ within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights
‘Report Date’ within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

n. Create element ‘Employee Count’ within ‘Department Summary’ Record.

‘Employee Count’ within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights
‘Employee Count’ within ‘Department Summary’ Record. Copyright © 2011, Oracle and/or its affiliates. All rights

Guide for HCM Extracts

Guide for HCM Extracts 16) We can navigate to any of Block/Record in Extract Definition by

16) We can navigate to any of Block/Record in Extract Definition by clicking links in Navigation Tree shown on the left. To view complete Execution tree click on option ‘Extract Execution Tree’. This will validate Extract definition setup and gives validation messages, along with Fast formula compilation status.

messages, along with Fast formula compilation status. Click on ‘Export to XSD’ button to download the

Click on ‘Export to XSD’ button to download the XML Schema Definition (.xsd) file for this Extract setup.

Guide for HCM Extracts

Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary
Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary

Guide for HCM Extracts

Guide for HCM Extracts Exported XSD can be viewed through any browser and will contain the

Exported XSD can be viewed through any browser and will contain the structure of Definition – Blocks – Records and Data Elements

of Definition – Blocks – Records and Data Elements Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts 17) After defining the extract [setup and structure] details, define the formatting

17) After defining the extract [setup and structure] details, define the formatting or layout options using BI Publisher. More details on BI Publisher are available here.

18) Delivery options for an extract can be defined by specifying the BI publisher template, delivery file output type i.e. PDF, XLS, XML, DOC, etc. and Delivery Mode i.e. FTP, Email, Fax, etc. Also Delivery mode can be Documents of Record which allows you to store the output in the database (eg: this allows employees to view online pay slips from documents of record). If the XML output should be split and burst as separate files then bursting node can be specified. For example: if all employees should be sent with payslip as an email then bursting node will be Employee_ID.

RUP1 Note: Delivery options are not supported in RUP1, and it should be defined. [Instead formatted output can be viewed directly from the BI Publisher]

output can be viewed directly from the BI Publisher] Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts 19) Based on the type of delivery mode you select, you would

19) Based on the type of delivery mode you select, you would need to provide additional details. For example, if you select FTP as the delivery type, then you must provide the server, username and password details.

you must provide the server, username and password details. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts 20) Once all delivery options are defined. They can be associated with

20) Once all delivery options are defined. They can be associated with different Report Categories.

They can be associated with different Report Categories. Copyright © 2011, Oracle and/or its affiliates. All

Guide for HCM Extracts

Guide for HCM Extracts Refine HCM Extracts [Optional Setup] 1) Once an Extract is defined –

Refine HCM Extracts [Optional Setup]

1)

Once an Extract is defined – it will automatically create a Flow Pattern with same name as Extract. Flow Pattern allows defining execution sequence of multiple tasks, and hence allows adding any pre or post tasks along with extraction of data (default task that is created automatically).

Refine HCM Extracts allows viewing and modifying the Flow pattern. This is an optional step. You can search for existing Flow Patterns and select Edit to View or Modify if needed.

Flow Patterns and select Edit to View or Modify if needed. Copyright © 2011, Oracle and/or

Guide for HCM Extracts

2)

Additional (pre or post) tasks can be added (if needed).

2) Additional (pre or post) tasks can be added (if needed). Copyright © 2011, Oracle and/or
2) Additional (pre or post) tasks can be added (if needed). Copyright © 2011, Oracle and/or

Guide for HCM Extracts

3)

Sequence in which these tasks should be executed can be modified (if needed).

these tasks should be executed can be modified (if needed). Copyright © 2011, Oracle and/or its
these tasks should be executed can be modified (if needed). Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

4)

Additional parameters used across multiple tasks in the flow pattern can be defined (if needed). Also, parameters can be edited by selecting the required parameter row and by clicking on Edit.

the required parameter row and by clicking on Edit. Copyright © 2011, Oracle and/or its affiliates.
the required parameter row and by clicking on Edit. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts Submit an HCM Extracts 1) Once an Extract is defined – it

Submit an HCM Extracts

1)

Once an Extract is defined – it will automatically create a Flow Pattern with same name as Extract. If there are no changes needed in Flow Pattern then it can be run directly by using Submit an HCM Process option. RUP1 Note: Data Exchange Workarea – ‘Submit an HCM Process’ doesn’t show the automatically generated Flow Pattern name. Workaround is to use the Navigator Menu - Payroll Checklist workarea – Submit a Process or Report

- Payroll Checklist workarea – Submit a Process or Report Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

2)

Name for the current flow run (i.e. Flow Instance), parameter values can be specified – click on ‘Next’.

parameter values can be specified – click on ‘Next’. Copyright © 2011, Oracle and/or its affiliates.
parameter values can be specified – click on ‘Next’. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts 3 ) If this task is dependent on other tasks from different

3)

If this task is dependent on other tasks from different flow patterns, then you can specify interaction details (Optional). For example, if you would like this task to wait because another task is running, then select ‘Next’.

because another task is running, then select ‘Next’. Copyright © 2011, Oracle and/or its affiliates. All

Guide for HCM Extracts

4)

Review the Extract that is being submitted and click on ‘Submit’.

Extract that is being submitted and click on ‘Submit’. Copyright © 2011, Oracle and/or its affiliates.
Extract that is being submitted and click on ‘Submit’. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

5)

Once submitted you can click on ‘OK’, or to view the process status you can click on ‘OK and View Checklist’.

process status you can click on ‘OK and View Checklist’. Copyright © 2011, Oracle and/or its
process status you can click on ‘OK and View Checklist’. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

6)

Clicking on ‘OK and View Checklist’ will show the status.

on ‘OK and View Checklist’ will show the status. Copyright © 2011, Oracle and/or its affiliates.
on ‘OK and View Checklist’ will show the status. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts 7) Check the ‘Status’ column, if green ticks are not indicated, refresh

7)

Check the ‘Status’ column, if green ticks are not indicated, refresh the status by clicking on refresh button. Repeat this till the green ticks are appearing

against all the rows.

Process’ option [as shown in the below steps]

Also, if process is taking too long – we can query for the status of any of the Extracts executed earlier by using the ‘View an HCM

of the Extracts executed earlier by using the ‘View an HCM Copyright © 2011, Oracle and/or

Guide for HCM Extracts

Guide for HCM Extracts View HCM Process 1) View HCM process allows you to view the

View HCM Process

1)

View HCM process allows you to view the results of Extract run. Search for the different runs of Extract by giving the Flow Pattern name.

different runs of Extract by giving the Flow Pattern name. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

2)

Click on Flow instance name will show the status page and clicking on Go to Task show the report output.

page and clicking on Go to Task show the report output. Copyright © 2011, Oracle and/or
page and clicking on Go to Task show the report output. Copyright © 2011, Oracle and/or

Guide for HCM Extracts

Guide for HCM Extracts How to define Fast Formulae Manage Fast Formulas UI can be launched

How to define Fast Formulae

Manage Fast Formulas UI can be launched from Navigator Menu – Payroll Calculation workarea - > Clicking on task ‘Manage Fast Formulas’.

The following table lists the different types of formula you can use for extracts:

Formula Type

Description

Extract Criteria

Formulas of this type will be listed in the Block Criteria Fast formula list, can be used for specifying complex criteria which indicates if record should be extracted or not

Extract Rule

Formulas of this type will be listed in the Rule type Data Elements Fast formulas list can be used for deriving/calculating data element value if it is based on complex logic or business rules

Extract Advanced

Formulas of this type will be listed in the Record/Data Element Advanced conditions Fast formulas list can be used for specifying complex conditions which indicates if actions (eg: log error/warning) should be raised.

Condition

Extract Record

Formulas of this type will be generated automatically when using ‘Generate Formula’ option in Extract Records

Guide for HCM Extracts

Guide for HCM Extracts 1) You can query/view/edit/create formulas from this UI. Fast Formula can contain

1)

You can query/view/edit/create formulas from this UI. Fast Formula can contain any complex business logic, and can be used along with Extracts. Following screen is displayed on clicking the Create button.

Following screen is displayed on clicking the Create button. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts 2) Enter the relevant Fast Formula details and click on Continue button.

2)

Enter the relevant Fast Formula details and click on Continue button. Manage Formula details page is shown, Enter the formula text.

[Sample Extract Rule formula text is given below]

.
.

Extract Rule formula should have value returned through variable ‘RULE_VALUE’

Guide for HCM Extracts

Guide for HCM Extracts Similarly Extract Criteria (Block Criteria) formula should have value returned through variable

Similarly Extract Criteria (Block Criteria) formula should have value returned through variable INCLUDE/EXCLUDE and return value as TRUE/FALSE

[Sample Extract Criteria formula text is given below]

[Sample Extract Criteria formula text is given below] Copyright © 2011, Oracle and/or its affiliates. All

Guide for HCM Extracts

Guide for HCM Extracts How to set-up Changes Only data extract 1) Navigate to the Extract

How to set-up Changes Only data extract

1)

Navigate to the Extract Definition, and add an extract parameter "Changes Only" by clicking on ‘Add’ button, if it is not defaulted already. Please note that the value of ‘ESS Parameter’ has to be accurately typed as ‘CHANGES_ONLY’ in upper cases without any spelling mistake.

in upper cases without any spelling mistake. 2) Setup multi threading database item in any one

2)

Setup multi threading database item in any one of the blocks. If you are choosing PAYROLL_RELATIONSHIP_ID equivalent DBI as Threading Database Item (present in user entity), you need to choose Threading Action Type as "Relationship actions". For example: if you choose PER_EXT_PAY_EMPLOYEES_UE as user entity, you can have Threading Database Item as 'PER_EXT_PAY_PAY_RELATIONSHIP_ID' and Threading Action Type as 'Relationship Actions'.

and Threading Action Type as 'Relationship Actions'. Note: Please note that the above step should be

Note: Please note that the above step should be done only for a new extract block. Existing extract blocks cannot be modified to add a Threading Database Item

3)

Run the Extract Definition with CHANGES_ONLY='N' now, so that it produces XML with complete data.

4)

Now, run extract with CHANGES_ONLY='Y' to get only the data that has been corrected or updated since the last run. i.e. If any data changes are observed from previous run, only those changes would reflect in the generated XML.

Guide for HCM Extracts

Integration with BI Publisher

Guide for HCM Extracts Integration with BI Publisher BI publisher can be launched from the Navigator

BI publisher can be launched from the Navigator menu – Reports and Analytics workarea.

from the Navigator menu – Reports and Analytics workarea. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Click on Browse Catalog option to open the BI Publisher Enterprise.

Browse Catalog option to open the BI Publisher Enterprise. Copyright © 2011, Oracle and/or its affiliates.
Browse Catalog option to open the BI Publisher Enterprise. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Installing BI Publisher Plug-in

Guide for HCM Extracts Installing BI Publisher Plug-in Template Builder for Word is a plug-in available

Template Builder for Word is a plug-in available from BI Publisher Enterprise Home page or can be downloaded from Oracle link.

Home page or can be downloaded from Oracle link . Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Guide for HCM Extracts This Plug-in provides sample documents, Demos, templates and Template Viewer. These will
Guide for HCM Extracts This Plug-in provides sample documents, Demos, templates and Template Viewer. These will

This Plug-in provides sample documents, Demos, templates and Template Viewer. These will help understand the concepts and also create template (EFT, RTF, etc. ) to view formatted output of XML

Guide for HCM Extracts

Guide for HCM Extracts After installing the BI Publisher plug-in for MS Word , we can

After installing the BI Publisher plug-in for MS Word , we can find Oracle BI Publisher option in the ‘Add-Ins’. Use the ‘Add-ins’ option to load the structure of data (XSD) using ‘Load XML Schema’ option.

of data (XSD) using ‘ Load XML Schema ’ option. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Guide for HCM Extracts Once ‘Load XML Schema’ is completed, we can arrange fields in required

Once ‘Load XML Schema’ is completed, we can arrange fields in required layout and format, and upload the template to BI Publisher as mentioned below.

and upload the template to BI Publisher as mentioned below. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Defining the report

Report will be based on a BI Publisher Data Model.

report Report will be based on a BI Publisher Data Model. We can use existing standard

We can use existing standard data model available at this folder location: /Human Capital Management/Payroll/Data Models/globalReportsDataModel.

Management/Payroll/Data Models/globalReportsDataModel. This data model contains SQL query to get XML output taking

This data model contains SQL query to get XML output taking flow instance run name as parameter.

Guide for HCM Extracts

Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary
Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary

Guide for HCM Extracts

Click on Save to save the report.

Guide for HCM Extracts Click on Save to save the report. Copyright © 2011, Oracle and/or
Guide for HCM Extracts Click on Save to save the report. Copyright © 2011, Oracle and/or

Guide for HCM Extracts

There are many options available for defining the Layouts of a Report.

many options available for defining the Layouts of a Report. • Based on template uploaded, which

Based on template uploaded, which can be based on RTF, PDF, etc. created using MS Word plugin

Based on Basic Templates and inbuilt layout editor available in BI Publisher Enterprise

Based on template generate automatically based on selected data model.

We can upload the earlier defined BI publisher RTF template, and test Layout by clicking on ‘View Report’ and output can be viewed in required file format.

Report’ and output can be viewed in required file format. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Guide for HCM Extracts Contents of ‘Report Layout’ is displayed below. This report can be downloaded

Contents of ‘Report Layout’ is displayed below. This report can be downloaded as a pdf file by clicking on the ‘PDF’ option.

Latest data model will have flow instance name parameter also along with the Payroll Action ID. Flow instance name will be the name of the flow pattern run given earlier when submitting the Extract.

flow pattern run given earlier when submitting the Extract. Copyright © 2011, Oracle and/or its affiliates.
flow pattern run given earlier when submitting the Extract. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

A PDF file would be generated and displayed in a new window.

A PDF file would be generated and displayed in a new window. Copyright © 2011, Oracle
A PDF file would be generated and displayed in a new window. Copyright © 2011, Oracle

Guide for HCM Extracts

Guide for HCM Extracts Similarly other templates (for EFT – Electronic File Transfer) can be uploaded

Similarly other templates (for EFT – Electronic File Transfer) can be uploaded by defining the layout in MS-Word. EFT template can be used for generating the fixed length delimited text files.

used for generating the fixed length delimited text files. Copyright © 2011, Oracle and/or its affiliates.

Guide for HCM Extracts

Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary
Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary

Guide for HCM Extracts

Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary
Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary

Guide for HCM Extracts

Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary
Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary

Guide for HCM Extracts

Guide for HCM Extracts EFT templates must be uploaded as type ‘eText Template’ Copyright © 2011,
Guide for HCM Extracts EFT templates must be uploaded as type ‘eText Template’ Copyright © 2011,

EFT templates must be uploaded as type ‘eText Template’

Guide for HCM Extracts

Guide for HCM Extracts Test the Layout by clicking on ‘View Report’ and output can be

Test the Layout by clicking on ‘View Report’ and output can be viewed in required file format.

Report’ and output can be viewed in required file format. Copyright © 2011, Oracle and/or its

Guide for HCM Extracts

Two tabs – ReportLayout and EFT Layout are displayed.

Two tabs – ReportLayout and EFT Layout are displayed. Latest data model will have flow instance

Latest data model will have flow instance name parameter also along with the Payroll Action ID. Flow instance name will be the name of the flow pattern run given earlier when submitting the Extract.

Contents of ‘EFT Layout’ is displayed below.

Extract. Contents of ‘EFT Layout’ is displayed below. Copyright © 2011, Oracle and/or its affiliates. All

Guide for HCM Extracts

Guide for HCM Extracts Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary

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