Generate Spreadsheets

To load data using HCM Spreadsheet Data Loader, you must first generate a spreadsheet from a spreadsheet template. This topic describes how to generate a spreadsheet and save it locally.

You perform this task in the Data Exchange work area, or directly in the page that maintains the object, such as Jobs.

Follow these steps:

1. In the Data Exchange work area, select Run Spreadsheet Data Loader.

2. On the Run Spreadsheet Data Loader page, the saved search runs automatically. If the template that you want to use doesn't appear, then click Show Filters, enter search terms for the template, and click Search.

   Tip: In the search results, click the Template Overview icon for a template. The Template Overview dialog box provides a list of the attributes that the template supports.

3. Click the name of the template that you want to use.

4. In the Opening GenericHdlSpreadsheet.xlsx dialog box, you will be prompted to log in. You should log in before saving the file, otherwise the Save File won't have the columns generated for the template shape.

5. In the file-name dialog box, select a location and save the spreadsheet.

You can now enter data in the spreadsheet and upload it.

Here's a tutorial to shape and import files using a HCM Spreadsheet Data Loader template: Import Files into HCM Spreadsheet Data Loader Spreadsheets