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Fusion HCM Technical Training – HCM

Extracts
An ERPWebTutor Presentation

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HCM Extracts
• HCM Extracts

• Data Extraction tool provided in Fusion HCM

• Capable of delivering data onto ftp, email, content server
• Supports file encryption
• Integrated with BI to generate data in variety formats
• Supports Changes only mode and Roll back of changes only
• High volume data extraction with multi-threaded processing

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HCM Extracts vs BI

HCM Extracts BI /OTBI Reports

Supports Changes only feature Cannot delivery changes only records

Can delivery records updated in Does not support this requirement

correction mode
Can derive additional complex Does not support fast Formulas/custom
computation values via Fast Formula PL/SQL function on SaaS model

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HCM Extracts Types

Type Usage
Full Profile Use for complete employee and payroll data archives.
Payroll Interface Use for providing data to third party payroll service providers.
Payments Use for salary payment method archives. For example, Paid through
cheque/check or bank transfer
Benefit Carrier Use for providing data to third party benefits service providers
Archive Retrieval Use for reports based on permanently archived data, for example,
payslip.
EOY Archive Use for end of year archives (HR, Benefits)
HR Archive Use for all HR archives
Payroll Archive Use for all payroll or payslip archives
Other Payroll Use for all payroll archives
Archive

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HCM Extracts Concepts

• Data Group
• Extract data groups represent a business area or logical entity, for
example person, assignment, or benefits.
• Should have one Root Data Group
• Always tied up on user entity (UE)

• Extract Records
• Extract records represent a grouping of related data or a physical
collection of all fields required in the extract.
• For example, the Employee data group can have records such as Basic
Details, Pay Details, Location Details, and Primary Contact.

• Attributes
• Attributes are the individual fields inside the extract record.

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HCM Extracts Definition Design

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HCM Extracts Design via SQL

Select * from (
(Select * from DG1(UE) per_ext_sec_person_ue--Root DG
where ...// Data Group Filter Criteria
) x1
, (Select * from DG2(UE) per_ext_sec_assignment_ue/elements
where ...
) x2
where x2.person_id = x1.person_id // Connect Data Groups

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HCM Extracts : UE
User Entity (Logical Entity) is the name of the query for fetching the required
data, for example, departments and employees.

User Entity Name Purpose

PER_EXT_SEC_PERSON_UE Retrieves all persons across the enterprise and all
person related attributes
PER_EXT_SEC_ASSIGNMENT_UE Retrieves all persons assignment data across the
enterprise and all assignment related attributes

PER_EXT_PAY_EMPLOYEES_UE Retrieves all workers and their payrolls across the

enterprise, all person, worker, payroll related
attributes, and element entry data

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HCM Extracts : UI
Oracle Recommendation : For IDs use DBIs that start with “Extract”

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MOS Reference Notes

• Oracle Fusion HCM Extracts Guide (Doc ID 1559127.1) *Listing of latest

User Entities and DBIs
• Fusion HCM: How to Get the Most Current List of DBIs from Your Database
(Doc ID 1919091.1)* Query to pull latest DBIs in the Fusion pod
• Fusion Global HR: HCM Extracts FAQ and Troubleshooting Guide (Doc ID
1637638.1)
• Oracle Fusion HCM Extracts: Delivery Options (Doc ID 1573099.1)
• Database Items for Extracts and Formulas in Oracle Fusion HCM (Doc ID
1565118.1)
• Oracle Fusion Human Capital Management HCM Extracts Key Documents
(Doc ID 1960148.1)
• Oracle HCM Extracts: Running a Changes-Only Extract (Doc ID 1964920.1)

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Day 4 Agenda
• HCM Extracts

• Changes Only

• Rollback a Changes-Only Run

• Integrating delivery options with BI Reports

• Fast Formulas

• Refining HCM Extracts : Setting Dynamic effective date parameter

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HCM Extract Changes Only Modes

Mode Description
Changes Attributes (Y) Compares this extract run with the previous
extract runs and returns the entire hierarchy for
the data that has changed.

Changed and marked attributes Includes elements that have changed or marked as
changed

Changed and marked attributes Displays elements that have changed or marked as
with previous values changed plus their previous value

Changed, marked attributes, Displays the following data under threading data
previous data under threading group: Changed data; Data marked as changed;
group Previous values; Parent data group values

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HCM Extract: Changes Only Key Steps : 1

• Configure the Changes only parameter as List Choice using the seeded
Lookup “PER_EXT_CHANGES_ONLY”

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HCM Extract: Changes Only Key Steps : 2

• In the root Data group set up the Threading Database Item and the
threading action type
• Threading Database Item: Use a relevant ID in the UE (such as person
number, person id, assignment id, element entry id etc.
• Threading Action Type : Object Actions

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HCM Extract: Changes Only Key Steps : 3

• Mark at least one attribute as “Key Attribute”
• A combination of attributes can also be marked as Key attributes, such as
• Person ID and Person Number
• Person ID and Person Address ID

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HCM Extract: Attribute Properties

• Key Attribute: The driving attribute that marks all other attributes in the
record for changes

• Always Display: Will always display the record weather there is a change or
not

• Marked as changed : Any change to the other attributes in the same record,
this attribute would be marked as changed and pulled in the extract

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HCM Extract : Types of Extract Fast

Formulas
• Flow Schedule : FF to create custom schedule pattern

• Extract Criteria: FF to restrict data in the Data Group Filter Criteria

• Extract Rule : FF to derive an attribute in a record. Always of type text. This

fast formula is used to add custom attributes to a record, which are not
available in the User Entity

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HCM Changes Only Extracts

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HCM Extract : Exporting Extracts

• After clicking on the export icon, the system would prompt the user to save
the extract definition as an xml file.

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HCM Extract : Exporting Extracts

• Note:
• The xml file extracted does not include the custom Fast Formulas
created for the extract
• These fast formulae can be either created manually or via the payroll
batch loader

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HCM Extract : Importing Extracts

• After clicking on the import extract icon, the user would have to browse to
the location where the exported extract definition is saved using the
choose file button.

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HCM Extract : Importing Extracts

• Note:
• The import prompt would provide an option to select legislative data
group (LDG).
• Select the same LDG, as the one in which the extract definition was
created in the test/dev instances

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HCM Extract : Setting up Dynamic Date

Parameters
1. Navigator > Data Exchange > Refine HCM Extracts.
2. Select the Payroll Flow(HCM Extract).
3. On the Manage Payroll Flow Patterns page, TASKS tab, highlight the
appropriate task and click Edit.
4. Once in Edit mode, click the pencil icon directly below the tabs (Tasks, Task
Sequence, Parameters)
5. Click on the Edit pencil icon on the right hand end of the row of the task
that you want to edit.
6. On the Edit Task Details: Basic Information flow, locate the Effective Date
parameter and click on that row.
The Effect Date: Parameter Details region will now show at the bottom of
the screen.
7. In the Effect Date: Parameter Details region set:
Parameter Basis = Context Binding
Basis Value = System Date
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Reference MOS Notes

• Oracle Fusion HCM Extracts: Delivery Options (Doc ID 1573099.1)

• Fusion Applications BI Publisher : How can we schedule an HCM Extract

from BI Publisher ? (Doc ID 1950582.1)

• Oracle HCM Extracts: Running a Changes-Only Extract (Doc ID 1964920.1)

• Using Fast Formulas :

https://docs.oracle.com/cloud/latest/common/OAPFF/

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