Spreadsheet Business Object Access

Users who have the predefined Human Capital Management Integration Specialist job role can create and maintain spreadsheet templates for any business object. They can also generate spreadsheets from templates and perform all data-set operations, such as create and upload.

Note: The predefined Human Capital Management Integration Specialist job role also provides access to HCM Data Loader and other tools which you may not want your users to have access to. You’re encouraged to create custom roles to grant access to just the tools your users need.

Some other business-user roles inherit HCM the ability to load data using HCM Spreadsheet Data Loader, but these need to be assigned to pre-configured and custom templates. This topic describes how to enable other roles to:

• Create and import spreadsheet templates.

• Maintain spreadsheet templates.

• Generate spreadsheets and create, save, and upload data sets from those spreadsheets.

• View all data sets in spreadsheets generated from a specific template.

It also introduces some security setup that you must perform to enable users to access relevant tasks in the Data Exchange work area.

Tip: You can refer to the Configure Access to HCM Spreadsheet Data Loader (HSDL) tutorial, available in the Oracle Learning Library.

Creating and Importing Spreadsheet Templates

To enable users to create and import spreadsheet templates, you perform the Spreadsheet Business Object Access task. Using this task, you can:

• Select a role and assign one or more business objects to it.

  For example, you can select a custom Compensation Administrator job role and assign all compensation objects to the role. Users who have the job role can create and import spreadsheet templates for all compensation objects.

• Select a single business object and assign one or more custom roles to it.

  For example, you can select the Job object and assign custom Human Resource Specialist and Human Capital Management Application Administrator job roles to it. Users who have either role can create and import spreadsheet templates for the Job object.

In both cases, users can't create and import spreadsheet templates for other business objects, unless they have other custom roles that provide that access.

Tip: When you assign business objects individually, you must assign the translation objects explicitly, if required. They're not assigned by default with the base object.

Maintaining Spreadsheet Templates

While spreadsheet templates are in Draft status, the users who created them can maintain them. When a spreadsheet template is in other statuses, then only the roles listed in the Template Maintenance section of the spreadsheet template can maintain it.

Generating Spreadsheets and Performing Data Set Operations

Users who can create and import spreadsheet templates determine who can generate spreadsheets and perform data set operations. On the Manage Role Access tab of the spreadsheet template, they identify the roles that can:

• Create, save, and upload data sets from spreadsheets generated from the template.

• View all data sets in spreadsheets generated from the spreadsheet template.

For example, a user with a custom Compensation Administrator job role may create a spreadsheet template named US Compensation Grades for loading Grade objects. On the Manage Role Access tab of the template, that user selects a custom Compensation Analyst role and selects the Create, Save, and Upload options. Therefore, any user with the custom Compensation Analyst job role can:

• Generate spreadsheets for the Grade object from the US Compensation Grades spreadsheet template.

• Create, save, and upload data sets from the generated spreadsheets.

Note: The Role Access tab of the spreadsheet template is enabled only if the Assign Roles to Template field is set to Enabled. This field appears in the Template Security section of the Define page of the spreadsheet template.

Enabling Task Access

Users who have the predefined Human Capital Management Integration Specialist job role or a HSDL administrator role can access the Data Exchange work area and perform these tasks:

• Spreadsheet Templates

• Run Spreadsheet Data Loader

Users who have one of the following job roles can access the Data Exchange work area and perform the Run Spreadsheet Data Loader task:

• Compensation Analyst
• Compensation Manager
• Human Resource Specialist
• Human Capital Management Application Administrator
• Payroll Manager
• Payroll Administrator
• Payroll Interface Coordinator
• Time and Labor Manager

Other users need access to the same tasks so that they can:

• Create, import, and maintain spreadsheet templates.

• Generate spreadsheets and perform permitted data set operations.

To provide this access, you add relevant privileges to the custom roles that are authorized to use HCM Spreadsheet Data Loader. You must have the IT Security Manager job role or privileges to perform this task.