1. HCM Data Loading Business Objects
  2. Examples of Loading Checklist Templates

Examples of Loading Checklist Templates

This topic provides examples showing how to create checklist templates using HCM Data Loader. These examples reference all components using user keys.

Creating Enterprise Onboarding Checklists

This example Checklist.dat file creates:

  • A parent enterprise onboarding checklist template. It has:

    • A child checklist template

    • A single task

    • A Contents component

  • A child enterprise onboarding checklist template. It has:

    • Two tasks, which must be performed in the specified order

    • A notification override for one task

    • A Contacts component

COMMENT Create child and parent checklist templates
METADATA|Checklist|ChecklistName|Country|ChecklistCategory|AllocatedOn|CompletedOn|OffsetDays
MERGE|Checklist|Checklist_Child_1|United States|ORA_ONB_ENT_ONBOARDING_STEP|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETE|0
MERGE|Checklist|Checklist_Parent_1|United States|ORA_ONB_ENT_ONBOARDING|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETE|0

COMMENT Create checklist tasks for the parent and child checklist templates
METADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|MandatoryFlag|DetailChecklistName|DetailChecklistCategory|DetailChecklistCountry|ActionType|PerformerRole|OwnerRole
MERGE|ChecklistTask|Checklist_Parent_1|United States|ORA_ONB_ENT_ONBOARDING|Task_Parent_1|Y|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States|ORA_CHK_CHECKLIST|ORA_WORKER|ORA_CHK_INITIATOR
MERGE|ChecklistTask|Checklist_Child_1|United States|ORA_ONB_ENT_ONBOARDING_STEP|Task_Child_1|Y|||||ORA_WORKER|ORA_CHK_INITIATOR
MERGE|ChecklistTask|Checklist_Child_1|United States|ORA_ONB_ENT_ONBOARDING_STEP|Task_Child_2|Y|||||ORA_WORKER|ORA_CHK_INITIATOR

COMMENT Create the checklist task dependencies
METADATA|ChecklistTaskDependencies|DependencyType|ChecklistTaskName|ChecklistName|ChecklistCategory|Country|DepenChecklistTaskName
MERGE|ChecklistTaskDependencies|ORA_DEPENDS_ON|Task_Child_2|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States|Task_Child_1

COMMENT Create a checklist task notification override
METADATA|ChecklistTaskNotifications|NotifyOwner|NotifyPerformer|TaskEvent|ChecklistTaskName|ChecklistName|ChecklistCategory|Country
MERGE|ChecklistTaskNotifications|Y|Y|ORA_CHK_TASK_ASSIGN|Task_Child_1|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States

COMMENT Create a checklist contact
METADATA|ChecklistContacts|ContactTitleCode|ContactType|ChecklistName|ChecklistCategory|Country
MERGE|ChecklistContacts|ORA_ONB_ONBOARDING_SPONSOR|ORA_ONB_LN_MGR|Checklist_Child_1|ORA_ONB_ENT_ONBOARDING_STEP|United States

COMMENT Create checklist contents
METADATA|ChecklistContents|ContentType|ChecklistName|Country|ChecklistCategory|ContentDefnCode
MERGE|ChecklistContents|ORA_ONB_EVENT|Checklist_Parent_1|United States|ORA_ONB_ENT_ONBOARDING|CHKLIST_CONT_DEF67

This example ChecklistContentDetails.dat file creates the content details for the Contents component of the parent checklist template. This should be loaded before loading Enterprise Onboarding checklists.

COMMENT Create checklist content details
METADATA|ChecklistContentDetails|ContentCategory|ContentDefnCode|ContentSubtype|ContentType|Title|Status
MERGE|ChecklistContentDetails|ORA_ONB_INSIGHT|CHKLIST_CONT_DEF67|ORA_ONB_EVENT_STANDARD|ORA_ONB_EVENT|Recruitment Drive|A

Creating Other Category Checklists

This example Checklist.dat file creates a checklist template of other category. It has:

  • Two tasks, which must be performed in the specified order

  • A notification override for one of the tasks

COMMENT Create the checklist template
METADATA|Checklist|ChecklistName|Country|ChecklistCategory|AllocatedOn|CompletedOn|OffsetDays
MERGE|Checklist|Offboarding Checklist|United States|OFFBOARD|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETE|0

COMMENT Create the checklist tasks
METADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|MandatoryFlag|PerformerRole|OwnerRole
MERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Return laptop|Y|ORA_WORKER|ORA_CHK_INITIATOR
MERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Complete Exit Interview|Y|ORA_WORKER|ORA_CHK_INITIATOR

COMMENT Create the checklist task dependencies
METADATA|ChecklistTaskDependencies|DependencyType|ChecklistTaskName|ChecklistName|ChecklistCategory|Country|DepenChecklistTaskName
MERGE|ChecklistTaskDependencies|ORA_DEPENDS_ON|Complete Exit Interview|Offboarding Checklist|OFFBOARD|United States|Return laptop

COMMENT Create a task notification override
METADATA|ChecklistTaskNotifications|NotifyOwner|NotifyPerformer|TaskEvent|ChecklistTaskName|ChecklistName|ChecklistCategory|Country
MERGE|ChecklistTaskNotifications|Y|Y|ORA_CHK_TASK_ASSIGN|Return laptop|Offboarding Checklist|ONBOARD|United States

Creating Checklists and Tasks with Display Properties

This example Checklist.dat file creates the display properties for checklists and tasks.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|Country
MERGE|Checklist|Onboarding Checklist|ONBOARD|ORA_CHK_ACTIVE|Checklist for Onboarding New Hires|
METADATA|ChecklistTask|ChecklistName|ChecklistCategory|Country|ChecklistTaskName|MandatoryFlag|ActiveInactiveFlag|PerformerRole|ActionType
MERGE|ChecklistTask|Onboarding Checklist|ONBOARD||Collect ID card|N|ORA_CHK_TASK_ACTIVE|ORA_WORKER|ORA_CHK_MANUAL
METADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Property|ActionType|ActionSubType|Manager|Assignee|Other|Performer|Owner|PropertyValue
MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_COMPLETED_TASKS|||Hide|Hide|Hide|||
MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_OTHER_INCOMPLETE_TASKS|||H|H|H|||
MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_REMOVE|ORA_CHK_EXTERNAL_URL||H||Hide|Show|V|
MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_REMOVE|ORA_CHK_ESIGN|ORA_BASIC_SIGN|H||Hide|Show|V|
METADATA|ChecklistTaskProperty|ChecklistName|ChecklistCategory|Property|ChecklistTaskName|Manager|Other|Performer|Owner
MERGE|ChecklistTaskProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_REASSIGN|Collect ID card|Show|Show|Show|Show
MERGE|ChecklistTaskProperty|Onboarding Checklist|ONBOARD|ORA_ACTION_EDIT_DUE_DATE|Collect ID card|V|V|Hide|H

This example Checklist.dat file creates the combine task notifications setting for checklists.

METADATA|Checklist|ChecklistName|ChecklistCategory|ActiveInactiveFlag|Description|Country
MERGE|Checklist|Onboarding Checklist|ONBOARD|ORA_CHK_ACTIVE|Checklist for Onboarding New Hires|
METADATA|ChecklistProperty|ChecklistName|ChecklistCategory|Property|ActionType|ActionSubType|Manager|Assignee|Other|Performer|Owner|PropertyValue
MERGE|ChecklistProperty|Onboarding Checklist|ONBOARD|ORA_COMBINE_TASK_NOTIFICATIONS||||||||Yes

Adding Tasks to a Checklist Template

This example Checklist.dat file adds tasks to a checklist template.

METADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|Description|MandatoryFlag|ActionType
MERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Return ID card|Return ID card to security|Y|Manual task

Updating Checklists and Tasks

This example Checklist.dat file updates a checklist template and its tasks. This is for other checklist categories.

METADATA|Checklist|ChecklistName|Country|ChecklistCategory|Description|ActiveInactiveFlag|AllocatedOn|CompletedOn
MERGE|Checklist|Offboarding Checklist|United States|OFFBOARD|Checklist Creation 1|ORA_CHK_ACTIVE|ORA_CHK_ALLOCATION_DT|ORA_CHK_MAND_TASK_COMPLETE
METADATA|ChecklistTask|ChecklistName|Country|ChecklistCategory|ChecklistTaskName|Description|MandatoryFlag|ActionURL|ActionType
MERGE|ChecklistTask|Offboarding Checklist|United States|OFFBOARD|Submit Expenses|Submit Expense Report|Y|www.oracle.com|External URL

Deleting a Checklist and Associated Objects

This example Checklist.dat file deletes a checklist template and all its associated objects. This is for other checklist categories.

METADATA|Checklist|ChecklistName|Country|ChecklistCategory
DELETE|Checklist|Offboarding Checklist|United States|OFFBOARD

Creating Tasks in the Task Library

This example TaskLibrary.dat file creates checklist tasks in the task library.

METADATA|TaskLibrary|TaskCode|TaskName|Description|MandatoryFlag|ActiveInactiveFlag|ActionType|ActionUrl|TaskActionCode|PerformerRole|PerformerRespType|OwnerRole
MERGE|TaskLibrary|APPLY_FOR_CREDIT_CARD|Apply for Credit Card||Y|ORA_CHK_TASK_ACTIVE|ORA_CHK_MANUAL|||ORA_RESP_TYPE|HR_REP|ORA_CHK_INITIATOR
MERGE|TaskLibrary|VERIFY_PERSONAL_DETAILS|Verify personal details|Application Task to verify personal details|N|ORA_CHK_TASK_ACTIVE|ORA_CHK_APP_TASK||Me.me_personal_details|||
MERGE|TaskLibrary|HOW_TO_ONBOARD_PPL|External URL - How to onboard people||N|ORA_CHK_TASK_ACTIVE|ORA_CHK_EXTERNAL_URL|https://docs.oracle.com/en/cloud/saas/human-resources/20c/fawhr/hire-and-manage-workers.html#FAWHR3025069||||
MERGE|TaskLibrary|WELCOME_TO_ORACLE|Video - Welcome to Oracle||Y|ORA_CHK_TASK_ACTIVE|ORA_CHK_VIDEO|https://youtube.oracle.com/embed/klc57AoU6eY||||

This example TaskLibrary.dat file creates the display properties for checklist tasks in the task library.

METADATA|TaskLibrary|TaskCode|TaskName|Description|MandatoryFlag|ActiveInactiveFlag|ActionType
MERGE|TaskLibrary|APPLY_FOR_CREDIT_CARD|Apply for Credit Card||Y|ORA_CHK_TASK_ACTIVE|ORA_CHK_MANUAL
METADATA|TaskLibraryProperty|TaskCode|Property|Manager|Other|Performer|Owner
MERGE|TaskLibraryProperty|TASK_LIB_HDL|ORA_ACTION_REASSIGN|V|H|V|V
MERGE|TaskLibraryProperty|TASK_LIB_HDL|ORA_ACTION_EDIT_DUE_DATE|V|Hide|H|H

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