How You Enable Business Users with Custom Roles to Load Spreadsheet Data

Business users can load data for objects such as jobs and locations from HCM Spreadsheet Data Loader spreadsheets in their work areas. These business users can generate spreadsheets and load data from them because they have predefined roles that provide the access they need.

This topic explains how to give the same access to business users with custom roles.

For example, let's say that your human resource specialists create job definitions in bulk. They load them from a spreadsheet on the Manage Jobs page in the Workforce Structures work area. They can generate the spreadsheet and load the data because:

• They have the predefined Human Resource Specialist job role. This job role inherits the Workforce Structures Management duty role, which inherits the Load Data Using HCM Spreadsheet Data Loader aggregate privilege.

• The Job (ORA_PER_JOB) spreadsheet template behind the Manage Jobs page lists the predefined Human Resource Specialist job role on its Manage Role Access page. Users with the role can create, save, and upload data.

Human resource specialists who use a custom role can't load data from a spreadsheet by default. To let them load data, you:

• Add the Load Data Using HCM Spreadsheet Data Loader aggregate privilege to their custom role. You need a template administration role to update custom roles.

• List the custom role on the Manage Role Access page in the predefined spreadsheet template for the object. You need a template administration role to update predefined templates.

You can make these changes for custom versions of any predefined role that can load data from HCM Spreadsheet Data Loader spreadsheets.