How You Update Line Manager for an Employee

You can update the line manager for an existing employee using HCM Data Loader. When loading this information, you must load the manager data before loading the employees reporting to them. You must include these discriminators in the Worker.dat file:

• WorkTerms

• Assignment

• AssignmentSupervisor

Both of these rows in the per_all_assignments_m table will need to be modified.

If you use user keys to uniquely identify the supervisor, you need these 3 attributes to retain original values.

• For current manager: ManagerAssignmentNumber

• For new manager: NewManagerAssignmentNumber and NewManagerPersonNumber

This example Worker.dat file updates the line manager for an existing worker.

METADATA|WorkTerms|EffectiveStartDate|EffectiveLatestChange|EffectiveSequence|EffectiveEndDate|ActionCode|LegalEmployerName|DateStart|WorkerType|PersonNumber|AssignmentNumber 
MERGE|WorkTerms|2021/05/01|Y|1|4712/12/31|MANAGER_CHANGE|Vision Corporation Limited|2017/03/19|E|235552|E235552
METADATA|Assignment|EffectiveStartDate|EffectiveSequence|EffectiveLatestChange|EffectiveEndDate|ActionCode|AssignmentNumber|WorkTermsNumber
MERGE|Assignment|2021/05/01|1|Y|4712/12/31|MANAGER_CHANGE|E235552|ET235552
METADATA|AssignmentSupervisor|EffectiveStartDate|EffectiveEndDate|AssignmentNumber|PrimaryFlag|ManagerAssignmentNumber|ManagerType|NewManagerType|NewManagerPersonNumber|NewManagerAssignmentNumber 
MERGE|AssignmentSupervisor|2021/05/01|4712/12/31|E235552|Y|E18344|LINE_MANAGER|LINE_MANAGER|16634|E16634

Note:

• You can have only one line manager at a point in time. You must send date effective changes for the new line manager.

• It's recommended to split the Worker.dat files and load the direct reports and managers separately, if the file size is huge. This is because HDL loads the data in chunks and it's possible the manager doesn't get created prior to the direct reports being loaded for them.