HCM Spreadsheet Data Loader Templates

HCM Spreadsheet Data Loader loads HCM business objects from spreadsheets, which you generate from spreadsheet templates. A spreadsheet template for a business object or business object component contains selected attributes in a specified order.

Every spreadsheet generated from the template has the same structure and organization as the template. This topic describes spreadsheet templates.

Spreadsheet Template Features

You can configure many components of the spreadsheet template. Therefore, you can create spreadsheet templates to suit business requirements. For example, you can:

Select attributes to include.
Specify attribute order and column headings.
Enable and disable attributes for data entry.
Hide attributes that are included.
Provide default values.
Make optional values required.
Create instruction text for the spreadsheet.
Configure Lists of Values to provide attribute validation.

Managing Spreadsheet Templates

To create a spreadsheet template, you can:

Copy an existing spreadsheet template and edit the copy.
Create a spreadsheet template from scratch.
Import a spreadsheet template that was exported from a different environment or from Oracle Cloud Customer Connect.

Predefined Spreadsheet Templates

Predefined spreadsheet templates may exist for commonly loaded objects. These templates contain columns for all supported components and attributes. Search for predefined spreadsheet templates, which have codes beginning ORA_, on the Spreadsheet Templates page.

Tip:

Copy the predefined templates and edit the copies to suit business requirements.

Spreadsheet Template Status

The status of a spreadsheet template determines whether you can edit it, delete it, or generate spreadsheets from it. This table summarizes the template status values.

Spreadsheet Template Status	Edit	Delete	Generate Spreadsheets
Draft	Yes	Yes	No
Active	Yes See note.	No	Yes
Inactive	Yes	No	No

Spreadsheet Template Status

Edit

Delete

Generate Spreadsheets

Draft

Yes

Active

Yes

See note.

Yes

Inactive

Yes

Note:

You can disable attributes in an active spreadsheet template, but you can't remove them.

To make an active spreadsheet template unavailable to users, you change its status to Inactive. You can't change it back to Draft.

Access to Templates and Generated Spreadsheets

Users who have the predefined Human Capital Management Integration Specialist job role or a HSDL template administrator role can create and maintain spreadsheet templates for any business object. They also perform the Spreadsheet Business Object Access task to enable other roles to create and import spreadsheet templates for selected objects.

On the Manage Role Access tab of the template, users who can create and import spreadsheet templates identify roles that can:

Create, save, and upload data sets from spreadsheets generated from the template.
View all data sets in spreadsheets generated from the template.
Maintain the template.

Note:

The Manage Role Access tab is enabled in spreadsheet templates for unsecured objects and objects where the application data security is available in HSDL. You can't manage role access for templates based on secured objects where the data security isn't yet available with HCM Spreadsheet Data Loader.

In generated spreadsheets:

Users see only data sets that they created, unless their role is associated with the spreadsheet template with the View All option.
Users can perform the data-set operations that are enabled for their roles.
Users with the Human Capital Management Integration Specialist job role or a HSDL data set administrator role can perform all actions and view all data sets.

Translating Spreadsheet Templates

You can provide translated versions of these text entries in a spreadsheet template:

The template name and description
Template instructions
Column headings and descriptions

Set the session language to the target language before editing the spreadsheet template to enter translated text.

Note: By default, column headings are based on the attribute label and column help text is based on the attribute description. You can overwrite the column headings and help text as per your use case. To allow this customization, column headings and help text aren't automatically translated for you.

Here's a tutorial to create a HCM Spreadsheet Data Loader template. This tutorial explains the common tasks while creating a template to upload new hires Creating HCM Spreadsheet Data Loader Templates