Examples of Creating Worker Workforce Schedules

This topic provides examples showing how to create worker workforce schedules using HCM Data Loader.

Tip: Workforce schedules are imported per staffing department, as defined in the schedule generation profile specified on the schedule request. The department, and optionally the location, is used to identify a workforce schedule import.

Creating a Schedule for a Department for a Specific Week

For each staffing department whose schedule you're creating, you must load Schedule Request, Schedule Event, and Schedule Shift Event components. On the Schedule Request and Schedule Event components, you set the ImportMode attribute to FULL. All existing shifts for the specified staffing department and period will be first deleted.

On the Schedule Shift Event components, you set the ShiftAction attribute to CREATE. You can create both assigned and open shifts.

This example ScheduleRequest.dat file creates a schedule for a staffing department for a specified week. It uses user keys.

METADATA|ScheduleRequest|ScheduleRequestNumber|RequestSource|RequestTime|DepartmentName|LocationCode|LocationSetCode|StartDate|EndDate|ImportMode|ValidationFlag
MERGE|ScheduleRequest|Import001|ORA_HWM_WFM|2025-12-25T12:00:00.010+01:00|Clinic|SAN_FRAN|COMMON|2026/01/05|2026/01/11|FULL|Y
 
METADATA|ScheduleEvent|ImportMode|ScheduleRequestNumber|ScheduleEventNumber|AssignmentNumber|PersonNumber|OpenShift
MERGE|ScheduleEvent|FULL|Import001|Import001_01||CLINIC_001|N
MERGE|ScheduleEvent|FULL|Import001|Import001_02|||Y
 
METADATA|ScheduleShiftEvent|ShiftNumber|ShiftAction|ShiftStartTime|ShiftEndTime|ScheduleEventNumber|ScheduleRequestNumber|ScheduleShiftEventNumber|JobProfileType|JobProfile|JobSetCode|OtherQualificationType|OtherQualification|BusinessUnitName|ShiftTypeExtendedCode|WorkforceShiftName|ShiftDate|UnpaidBreakDuration|PaidBreakDuration|WorkforceShiftCategory|Comments|PremiumShiftCode|AllowOvertimeFlag|ShiftIncentive
MERGE|ScheduleShiftEvent|Import001_01_01|CREATE|||Import001_01|Import001|Import001_01_01|ORA_JOB|RN|COMMON||||REGULAR|7A-7P|2026/01/05|||||||
MERGE|ScheduleShiftEvent|Import001_01_02|CREATE|||Import001_01|Import001|Import001_01_02|ORA_JOB|RN|COMMON||||REGULAR|7A-7P|2026/01/06|||||||
MERGE|ScheduleShiftEvent|Import001_01_03|CREATE|||Import001_01|Import001|Import001_01_03|ORA_JOB|RN|COMMON||||REGULAR|7A-7P|2026/01/07|||||||
MERGE|ScheduleShiftEvent|Import001_01_04|CREATE|||Import001_01|Import001|Import001_01_04|ORA_JOB|RN|COMMON||||REGULAR|7A-7P|2026/01/08|||||||
MERGE|ScheduleShiftEvent|Import001_01_05|CREATE|||Import001_01|Import001|Import001_01_05|ORA_JOB|RN|COMMON||||REGULAR|7A-7P|2026/01/09|||||||
MERGE|ScheduleShiftEvent|Import001_01_06|CREATE|||Import001_02|Import001|Import001_01_06|ORA_JOB|RN|COMMON||||REGULAR|7A-7P|2026/01/10|||||||
MERGE|ScheduleShiftEvent|Import001_01_07|CREATE|||Import001_02|Import001|Import001_01_07|ORA_JOB|RN|COMMON||||REGULAR|7A-7P|2026/01/11|||||||

Creating a Shift for a Worker for a Specific Day

To create a single shift for a worker, you load the Schedule Request, Schedule Event, and Schedule Shift Event components.

On the Schedule Request and Schedule Event components, you set the ImportMode attribute to UPDATE; you’ll keep the existing shifts for the specified staffing department and period.

On the Schedule Shift Event component, you set the ShiftAction attribute to CREATE

This example ScheduleRequest.dat file creates a shift for a worker on a specific day. It uses user keys.

METADATA|ScheduleRequest|ScheduleRequestNumber|RequestSource|RequestTime|DepartmentName|LocationCode|LocationSetCode|StartDate|EndDate|ImportMode|ValidationFlag
MERGE|ScheduleRequest|Import002|ORA_HWM_WFM|2025-12-25T12:00:00.010+01:00|Maternity, LA|WFM_LOSANGELES|COMMON|2026/01/05|2026/01/11|UPDATE|Y
 
METADATA|ScheduleEvent|ImportMode|ScheduleRequestNumber|ScheduleEventNumber|AssignmentNumber|PersonNumber|OpenShift
MERGE|ScheduleEvent|UPDATE|Import002|Import002_01||WFM_MATLA_002|N
 
METADATA|ScheduleShiftEvent|ShiftNumber|ShiftAction|ShiftStartTime|ShiftEndTime|ScheduleEventNumber|ScheduleRequestNumber|ScheduleShiftEventNumber|JobProfileType|JobProfile|JobSetCode|OtherQualificationType|OtherQualification|BusinessUnitName|ShiftTypeExtendedCode|WorkforceShiftName|ShiftDate|UnpaidBreakDuration|PaidBreakDuration|WorkforceShiftCategory|Comments|PremiumShiftCode|AllowOvertimeFlag|ShiftIncentive
MERGE|ScheduleShiftEvent|Import002_01_01|CREATE|||Import002_01|Import002|Import002_01_01|ORA_JOB|RN|COMMON||||REGULAR|7P-7A|2026/01/05|||||||

Note: Shift numbers are optional when you create a schedule. Typically, they're generated by a third-party scheduling system. You must specify a shift number when updating or deleting a shift.