1. HCM Data Loading Business Objects
  2. Guidelines for Loading Calendar Events

Guidelines for Loading Calendar Events

A calendar event is an event, such as a public holiday or plant closure, on which working time may be affected. Calendar events are optional. You specify the geographical or organizational hierarchy to which workers affected by the calendar event must belong.

The hierarchy must exist before you load the associated calendar events. This topic describes aspects of calendar events that you must understand to load them successfully using HCM Data Loader. It also provides examples showing how to load calendar events.

Calendar Event Lookup Categories

Calendar events have categories, which are defined in the PER_CAL_EVENT_CATEGORY lookup type. This lookup type has one delivered value, PH, for public holidays. If you use additional categories, then you must define them before you load calendar events. In the Setup and Maintenance work area, use the following:

  • Functional Area: Workforce Information

  • Task: Manage Availability Lookups

Calendar Event Coverage

The Calendar Event Coverage component identifies the branch of the geographical or organizational hierarchy to which the associated calendar event applies. You identify the top node of the hierarchy branch. The event applies to that node and its child nodes. You can also:

  • Exclude from the coverage individual nodes that appear in the specified hierarchy branch.

  • Override the calendar event name and its category for individual nodes in the hierarchy.

In a geographical hierarchy, the calendar event applies to all workers with assignments in the locations that you include in the calendar event coverage. In an organizational hierarchy, the calendar event applies to all workers with assignments in the departments that you include in the calendar event coverage. The affected workers may also have work schedules assigned to them. In this case, the event applies to the workers only if you add it as a resource exception to the work schedule or work schedule assignment.

Creating Calendar Events

This example CalendarEvent.dat file creates both a public holiday for Christmas Day and a half-day event for elapsed work schedules. It identifies the calendar events by their source keys.

METADATA|CalendarEvent|Name|Description|Category|CoverageType|ShortCode|StartDateTime|EndDateTime|TreeCode|TreeStructureCode|TreeVersionName|HalfDayForElapsed
MERGE|CalendarEvent|CPTAS6||PH|G|TAS6|2017/07/11 08:00:00|2017/07/11 12:30:00|WFMTL_Global|PER_GEO_TREE_STRUCTURE|WFMTL Bank Geography Version 1|Y
MERGE|CalendarEvent|Christmas Day 2017||PH|G|XMAS2017|2017/12/25 08:00:00|2017/12/25 18:00:00|WFMTL_Global|PER_GEO_TREE_STRUCTURE|WFMTL Bank Geography Version 1|N
METADATA|CalendarEventCoverage|ShortCode|CoverageScope|TerritoryCode|TreeStructureCode|TreeCode|TreeVersionName
MERGE|CalendarEventCoverage|TAS6|I|US|PER_GEO_TREE_STRUCTURE|WFMTL_Global|WFMTL Bank Geography Version 1
MERGE|CalendarEventCoverage|XMAS2017|I|US|PER_GEO_TREE_STRUCTURE|WFMTL_Global|WFMTL Bank Geography Version 1

Deleting Calendar Events

You can delete a calendar event unless it's assigned to a work schedule. This example CalendarEvent.dat file deletes a calendar event. It identifies the calendar event by its source key.

METADATA|CalendarEvent|SourceSystemOwner|SourceSystemId
DELETE|CalendarEvent|VISION|XMAS2017

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