Example of using HCM Data Loader

In this example, you learn how to import and load objects manually to Oracle HCM Cloud. Import and load are performed separately in this example.

This table summarizes key decisions for this scenario.

Decisions to Consider

In This Example

Which business object am I loading?

Job. The child components of the Job object aren't being loaded. These components are:

  • Job Evaluation

  • Job Extra Information

  • Job Legislative Extra Information

  • Job Valid Grade

What's the template name?

Job.dat

What's the name of the file that I am uploading?

Sales_Jobs.zip

What's the value of the File Action parameter?

Import only. You have decided to manage the load step separately.

Summary of Tasks

Upload the jobs data by:

  1. Generating the jobs template

  2. Editing the template file

  3. Importing jobs to the stage tables

  4. Loading jobs to the application tables

Generate the Job Template

  1. In the Data Exchange work area, select View Business Objects.

  2. On the View Business Objects page, enter Job in the Business Object query-by-example field and press Enter. Select the row for the Job object in the Search Results section.

  3. Click Refresh Object on the table toolbar.

  4. In the Schedule Request dialog box, click Submit.

  5. Click OK to close the confirmation message.

  6. Click Refresh on the table toolbar to view the Download File icon in the File column for the job row.

    You may have to refresh more than once before the icon appears.

    Tip: If the icon already exists, then you can download the existing template. The Last Refreshed column shows when the template was generated.
  7. Click the Download File icon in the File column.

  8. Save the Job.dat template locally.
    Note: You can also download the object definition by clicking the download file icon on the View Business Objects page for your object. You will need to log in when requested to build the object definition spreadsheet.

Edit the Template File

  1. Open the Job.dat template.

  2. Edit the template file as follows:

    • Remove METADATA lines for these unwanted child components: Job Evaluation, Job Extra Information, Job Legislative Extra Information, and Job Valid Grade.

    • Edit the job METADATA line to remove unwanted attributes.

    • Make any required changes to the attribute order.

  3. Enter jobs data in the configured template. For example:

    METADATA|Job|SourceSystemOwner|SourceSystemId|EffectiveStartDate|SetCode|JobCode|Name|ActiveStatus|FullPartTime|RegularTemporary|JobFamilyId(SourceSystemId)|JobFunctionCode|ManagerLevel
    MERGE|Job|VISION|SALES_CONS|2000/01/01|COMMON|SALES_CONS|Sales Consultant|A|FULL_TIME|R|CONSULT||9
    MERGE|Job|VISION|SALES_MGR|2000/01/01|COMMON|SALES_MGR|Sales Manager|A|FULL_TIME|R|MANAGEMENT|MANAG|6
    MERGE|Job|VISION|SALES_DIR|2000/01/01|COMMON|SALES_DIR|Sales Director|A|FULL_TIME|R|MANAGEMENT|MANAG|1
    MERGE|Job|VISION|MRKT_CONS|2000/01/01|COMMON|MRKT_CONS|Marketing Consultant|A|FULL_TIME|R|CONSULT||9
    MERGE|Job|VISION|MRKT_MGR|2000/01/01|COMMON|MRKT_MGR|Marketing Manager|A|FULL_TIME|R|MANAGEMENT|MANAG|6
    MERGE|Job|VISION|MRKT_DIR|2000/01/01|COMMON|MRKT_DIR|Marketing Director|A|FULL_TIME|R|MANAGEMENT|MANAG|1
  4. Save and close the template file.

  5. Compress the template file, name it Sales_Jobs.zip, and save it locally.

Note: Ensure that the SourceSystemOwner supplied in your file exists in the HRC_SOURCE_SYSTEM_OWNER lookup. For details, refer How You Supply Source Keys.

Import Data to the Stage Tables

  1. In the Data Exchange work area, select Import and Load Data.

  2. On the Import and Load Data page, select Import File.

  3. In the Import File dialog box, click Browse.

  4. Select the Sales_Jobs.zip file.

  5. Click Review Parameters.

  6. On the Schedule Request page, select Import only in the File Action field.

  7. Click Submit.

  8. Click OK to close the confirmation message.

  9. On the Import and Load Data page, click Refresh in the Data Sets table.

  10. Review the status and details of the Sales_Jobs.zip data set that you uploaded. When the Total Objects count is greater than zero you can click the new count to review the objects found in your file and their status. Refresh the page if the data set is still in progress. Click Object Details to review the object hierarchy and the values of attributes supplied for the logical object.

    Return to the Data Sets table on Load and Import Data page. When the Import Status column shows Success and the Import Success (%) column displays 100, you're ready to load the data to the application tables.

Load Data to the Application Tables

  1. In the Data Sets table on the Import and Load page, select the Sales_Jobs.zip data set.

  2. In the Business Objects table on the Import and Load Data page, select the Job object row and click Submit.

  3. In the Schedule Request dialog box, ensure that the Action is set to Load and click Submit.

  4. Click OK to close the confirmation message.

  5. Click Refresh on the Business Objects table toolbar to check the status of the load.

    When the Load Status column shows Success and the Load Success (%) column displays 100, the job data has loaded successfully to the application tables.

Extending the Retention Period of a Data Set

You can extend the retention period of a data set, if it contains data that can be validated or rolled back.
  1. In the Business Objects table on the Import and Load Data page, select the business object that supports being validated or rolled back and click Submit.

  2. On the Schedule Request page specify a File Action of Retain Data Set for an Extended Period and click Submit.

    This option is only available when the data set is not already retained for an extended period. You can also extend data set retention when importing and loading the file using a SET instruction.