Examples of Loading Areas of Responsibility Templates

This topic shows how to load responsibility templates using the HCM Data Loader.

Creating Template Criteria Using an Existing Template

This example AORTemplate.dat file creates template criteria using an existing template. A parent row is required to create or delete or update child objects.

METADATA|AORTemplate|TemplateCode
MERGE|AORTemplate|GHR_AOR_TEMP_03072402
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|BusinessUnitId|BusinessUnitShortCode
MERGE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Business Unit||Vision Corporation Enterprise

Creating Templates with Scope and Criteria

This example AORTemplate.dat file creates templates with scope and criteria.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP
METADATA|TemplateScope|TemplateId|TemplateCode|AttributeName|CountryCode
MERGE|TemplateScope||GHR_AOR_TEMP_03072402|Country|IN
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|BusinessUnitId|BusinessUnitShortCode
MERGE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Business Unit||Vision Corporation Enterprise

Creating Templates with Multiple Criteria

You can't provide multiple criteria in a single row for a template. To create multiple criteria for a template, you need to provide a row for each attribute. This example AORTemplate.dat file creates templates with multiple criteria.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP
METADATA|TemplateScope|TemplateId|TemplateCode|AttributeName|CountryCode
MERGE|TemplateScope||GHR_AOR_TEMP_03072402|Country|IN
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|BusinessUnitId|BusinessUnitShortCode|LocationId|LocationCode|LocationSetCode
MERGE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Business Unit||Vision Corporation Enterprise
MERGE|TemplateCriteria|102|GHR_AOR_TEMP_03072402|Location||||Hyderabad - India|COMMON

Creating Template Criteria with Multiple Values

To create a template criteria with multiple values for a template then, you need provide a row for every criteria with the same criteria attribute. This example AORTemplate.dat file adds template criteria location with multiple values Hyderabad, Bangalore.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP
METADATA|TemplateScope|TemplateId|TemplateCode|AttributeName|CountryCode
MERGE|TemplateScope||GHR_AOR_TEMP_03072402|Country|IN
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|LocationId|LocationCode|LocationSetCode
MERGE|TemplateCriteria|102|GHR_AOR_TEMP_03072402|Location||Hyderabad - India|COMMON
MERGE|TemplateCriteria|103|GHR_AOR_TEMP_03072402|Location||Bangalore - India|COMMON

Creating Templates with Multiple Criteria of Single Select and Multi Select Values

To create a template with multiple criteria that uses single and multi select values, provide a row for the criteria and a row for every criteria with same criteria attribute. This example AORTemplate.dat file adds template criteria with Country as India and Criteria Location with multiple Values Hyderabad, Bangalore.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP
METADATA|TemplateScope|TemplateId|TemplateCode|AttributeName|CountryCode
MERGE|TemplateScope||GHR_AOR_TEMP_03072402|Country|IN
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|BusinessUnitId|BusinessUnitShortCode|LocationId|LocationCode|LocationSetCode
MERGE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Business Unit||Vision Corporation Enterprise
MERGE|TemplateCriteria|102|GHR_AOR_TEMP_03072402|Location||||Hyderabad - India|COMMON
MERGE|TemplateCriteria|103|GHR_AOR_TEMP_03072402|Location||||Bangalore - India|COMMON

Deleting Template Criteria

To delete the template criteria for a template, provide a delete row for the criteria. This example AORTemplate.dat file deletes the template criteria with the BusinessUnit Vision Corporation Enterprise.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP


METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName
DELETE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Business Unit

Deleting Template Criteria with Multiple Values

To delete the criteria for a template, provide a delete row for the criteria. This example AORTemplate.dat file deletes the template criteria Location with multiple values Hyderabad and Bangalore.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP
METADATA|TemplateScope|TemplateId|TemplateCode|AttributeName|CountryCode
MERGE|TemplateScope||GHR_AOR_TEMP_03072402|Country|IN
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName
DELETE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Location

Deleting Multiple Template Criteria Values

This example AORTemplate.dat file deletes the template criteria Location with multiple values Hyderabad and Bangalore.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP

METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|LocationCode|LocationSetCode
DELETE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Location|Bangalore - India|COMMON
DELETE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Location|Hyderabad - India|COMMON

Updating a Multi Select LOV Template Criteria to a Single Value

To update the Location Criteria, for example, to remove the location Bangalore and retain only Hyderabad, provide a delete row for the criteria Location. This example AORTemplate.dat file deletes one of the Location values from Template Criteria with multiple values Hyderabad, Bangalore.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP

METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|LocationCode|LocationSetCode
DELETE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Location|Bangalore - India|COMMON

Updating a Multi Select LOV Template Criteria

To update the Location Criteria, for example, to remove the location Bangalore and add a new location Mumbai along with Hyderabad, provide a delete row for the criteria Location Bangalore and add a new row for Mumbai. This example AORTemplate.dat file updates the existing Location with values Hyderabad, Bangalore to Hyderabad, Mumbai.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP

METADATA|TemplateCriteria|CriteriaAttributeId|TemplateCode|CriteriaAttributeName|LocationCode|LocationSetCode
DELETE|TemplateCriteria|101|GHR_AOR_TEMP_03072402|Location|Bangalore - India|COMMON
MERGE|TemplateCriteria|102|GHR_AOR_TEMP_03072402|Location|Mumbai - India|COMMON

Updating Multiple Template Bypass Preview

This example AORTemplate.dat file updates multiple template bypass preview.

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType|BypassPreview
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP|Y
MERGE|AORTemplate|GHR_AOR_TEMP_03072403|Global Learn Representative HYD|Active|ORA_PER_AOR_APPROVAL|2012/10/09|LEARN_REP|Y

Updating Existing Template Scope

The example AORTemplate.dat files listed here show different examples of updating existing template scope:

Changing Responsibility Scope to a Custom Value:

METADATA|AORTemplate|TemplateCode|TemplateName|Status|Usage|StartDate|ResponsibilityType|BypassPreview
MERGE|AORTemplate|GHR_AOR_TEMP_03072402|Global Learn Representative|Active|ORA_PER_AOR_APPROVAL|2012/10/09|Assistant Rep|Y

Adding Approvals Usage:

COMMENT Update Approval and Checklist Usage Flag. Both usages will accept either Lookup Code or Meaning



METADATA|AORTemplate|TemplateCode|TemplateName|StartDate|EndDate|ApprovalUsageFlag|ChecklistUsageFlag
MERGE|AORTemplate|GHR_AOR_TEMP_03072403|Global Learn Representative HYD|2012/10/09||Y|Yes

Removing Approvals Usage:

METADATA|AORTemplate|TemplateCode|TemplateName|StartDate|EndDate|ApprovalUsageFlag|ChecklistUsageFlag
MERGE|AORTemplate|GHR_AOR_TEMP_03072403|Global Learn Representative HYD|2012/10/09|||

Adding Single Department:

METADATA|AORTemplate|TemplateId|TemplateCode
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateId|TemplateCode|CriteriaAttributeName|DepartmentName
MERGE|AORTemplate||GHR_AOR_TEMP_03072403
MERGE|TemplateCriteria|1||GHR_AOR_TEMP_03072403|Department|Vision Project Mfg

Adding Multiple Locations to an Existing List:

METADATA|AORTemplate|TemplateId|TemplateCode|Status
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateId|TemplateCode|CriteriaAttributeName|LocationCode|LocationSetCode
MERGE|AORTemplate||GHR_AOR_TEMP_03072403|A
MERGE|TemplateCriteria|1||GHR_AOR_TEMP_03072403|Location|Belmont|Vision Corporation 202
MERGE|TemplateCriteria|2||GHR_AOR_TEMP_03072403|Location|San Francisco|Vision Corporation 202
MERGE|TemplateCriteria|3||GHR_AOR_TEMP_03072403|Location|FS_TRUCK6_0_2452104113131|COMMON

MERGE|AORTemplate||GHR_AOR_TEMP_03072999|A
MERGE|TemplateCriteria|1||GHR_AOR_TEMP_03072999|Location|Belmont|Vision Corporation 202
MERGE|TemplateCriteria|2||GHR_AOR_TEMP_03072999|Location|FS_TRUCK6_0_2452104113131|COMMON

Deleting a Single Position Template Criteria

Here's an example of this use case:

• Add Template Criteria with Position 'Admin Assistant' (Position Code is POSCD422) for the Business Unit Code 'Vision Corporation Enterprise' and Position POS_CHILD (Position Code isPOS_CHILD) for the Business Unit Code Vision ADB.
• Delete the Position POS_CHILD for the Business Unit Vision ADB.

These example AORTemplate.dat files show this use case:

• Creating of position in Template Criteria:

  METADATA|AORTemplate|TemplateId|TemplateCode|Status
  METADATA|TemplateCriteria|CriteriaAttributeId|TemplateId|TemplateCode|CriteriaAttributeName|PositionBusinessUnitShortCode|PositionCode
  MERGE|AORTemplate||GHR_AOR_TEMP_03072403|A
  MERGE|TemplateCriteria|5||GHR_AOR_TEMP_03072403|Position|Vision ADB|POS_CHILD
  
  MERGE|TemplateCriteria|6|GHR_AOR_TEMP_03072403|Position|Vision Corporation Enterprise|POSCD422
  
  

• Deleting one of the positions in Template Criteria:

  METADATA|AORTemplate|TemplateId|TemplateCode|Status
  METADATA|TemplateCriteria|CriteriaAttributeId|TemplateId|TemplateCode|CriteriaAttributeName|PositionBusinessUnitShortCode|PositionCode
  MERGE|AORTemplate||GHR_AOR_TEMP_03072403|A
  DELETE|TemplateCriteria|5||GHR_AOR_TEMP_03072403|Position|Vision ADB|POS_CHILD
  
  

Deleting One of the Multiple Position Template Criteria

To delete the template criteria, that is, a template having criteria with multiple positions, provide a delete row for the criteria Position to delete.

For example, in a template created with criteria Position having multiple positions with position codes 'POSCD6', 'POSCD7', 'POSCD422', this example AORTemplate.dat file retains the position code POSCD7.

METADATA|AORTemplate|TemplateId|TemplateCode|Status
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateId|TemplateCode|CriteriaAttributeName|PositionBusinessUnitShortCode|PositionCode
MERGE|AORTemplate||NEW_DEMO_VIS|A
DELETE|TemplateCriteria|5||GHR_AOR_TEMP_03072402|Position|Vision Corporation Enterprise|POSCD422

DELETE|TemplateCriteria|6||GHR_AOR_TEMP_03072402|Position|Vision Corporation Enterprise|POSCD6

Deleting Multiple Position Template Criteria

To delete the template criteria, that is, a template having criteria with multiple positions, provide a delete row for the criteria Position.

For example, in a template created with criteria Position having multiple positions with position codes 'POSCD6', 'POSCD7', 'POSCD422' this example AORTemplate.dat file deletes all the positions in the template criteria.

METADATA|AORTemplate|TemplateId|TemplateCode|Status
METADATA|TemplateCriteria|CriteriaAttributeId|TemplateId|TemplateCode|CriteriaAttributeName|PositionBusinessUnitShortCode|PositionCode
MERGE|AORTemplate||NEW_DEMO_VIS|A
DELETE|TemplateCriteria|5||GHR_AOR_TEMP_03072402|Position||