Running Human Resource Data Load Rules

To extract and load data from PeopleSoft Human Capital Management, run the human resource data load rule that you defined.

When you run a human resource data load rule, you have several options.

Import from Source—ERP Integrator imports the data from the source system, performs the necessary transformations, and loads the data to the ERP Integrator staging table.
Select this option only in these situations:
- You are running a data load rule for the first time.
- Your data in the source system changed. For example, if you reviewed the data in the staging table after the export and it was necessary to modify data in the source system.
In many cases, your source system data may not change after you import the data from the source the first time. Therefore, you need not import the data.
Export to Target—Exports the data to the target application.
Select this option after you have reviewed the data in the staging table and are sure you want to export it to the target application.

Note:

Select both options only in cases where you want to load the data directly into the target application.

To run human resource data load rules:

On the HR Data Load page, select the rule.
Click Execute.
Enter or select the As of Date from which to load data from the human resource source system.

To extract data from the source system, select Import from Source.

Tip:

You can use a utility outside of ERP Integrator to view the data in the staging table. After you review the exported data, you can return to ERP Integrator, make modifications, and run the rule again. If you are sure that the information in the staging table is what you want to export to the target application, you can run the rule again and select “Export to Target.”

For information on staging tables, see Staging Tables Used for Import from Source.

To seed loaded data into your target Public Sector Planning and Budgeting application, select Export to Target.
Selecting export to target exports the data to the target application.
If you selected Export to Target, perform these actions:
1. To load data and/or metadata into a Classic Public Sector Planning and Budgeting application: Select the Load Type:
  - Data—Loads only the data.
  - Metadata—Loads only the Public Sector Planning and Budgeting metadata.
  - Both—Loads the data and metadata.
    Note:
    Choose either Metadata or Both as the load type on a new application; otherwise the data load will fail.
2. To load data and/or metadata into a Performance Management Architect Public Sector Planning and Budgeting application:
  1. Select Metadata and run the data load rule.
  2. After the rule runs successfully, in Oracle Hyperion EPM Architect, Fusion Edition, deploy the application.
  3. Return to ERP Integrator. On the HR Data Load page, locate the rule.
  4. Click Execute to run the data load rule, and then select Data.
3. Select the Department Load Option to indicate whether to load all or specific departments and department data in the business unit:
  - All—Load data for all departments to the target application.
  - Selected—Load data for departments that you select to the target application. You can press the [Ctrl] key and select multiple departments.
    Note:
    ERP Integrator merges data and does not “replace” balance data in a target application.
Click Run.

Data is loaded into your Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition accounts.