Examples of Updating Worker Workforce Schedules

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

Note: 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.

Updating a Shift

To update an existing shift, 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.

On the Schedule Shift Event component, you specify the shift number and set the ShiftAction attribute to UPDATE.

This example ScheduleRequest.dat file updates an existing worker shift from a third-party application.

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|Clinic|SAN_FRAN|COMMON|2026/01/05|2026/01/11|UPDATE|Y

METADATA|ScheduleEvent|ImportMode|ScheduleRequestNumber|ScheduleEventNumber|AssignmentNumber|PersonNumber|OpenShift
MERGE|ScheduleEvent|UPDATE|Import002|Import002_01||CLINIC_001|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|Import001_01_01|UPDATE|||Import002_01|Import002|Import002_01_01|ORA_JOB|RN|COMMON||||REGULAR|7P-7A|2026/01/05|||||||

Deleting a Shift

To delete a shift, 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.

On the Schedule Shift Event component, you specify the shift number and set the ShiftAction attribute to DELETE.

This example ScheduleRequest.dat file deletes an existing shift.

METADATA|ScheduleRequest|ScheduleRequestNumber|RequestSource|RequestTime|DepartmentName|LocationCode|LocationSetCode|StartDate|EndDate|ImportMode|ValidationFlag
MERGE|ScheduleRequest|Import003|ORA_HWM_WFM|2025-12-25T12:00:00.010+01:00|Clinic|SAN_FRAN|COMMON|2026/01/05|2026/01/11|UPDATE|Y

METADATA|ScheduleEvent|ImportMode|ScheduleRequestNumber|ScheduleEventNumber|AssignmentNumber|PersonNumber|OpenShift
MERGE|ScheduleEvent|UPDATE|Import003|Import003_01||WFM_MATLA_001|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|Import001_01_01|DELETE|||Import003_01|Import003|Import003_01_01|ORA_JOB|RN|COMMON||||REGULAR|7P-7A|2026/01/05|||||||

Clearing a Schedule for a Staffing Department

To clear a worker schedule, load the Schedule Request. On the Schedule Request component, you set the ImportMode attribute to FULL. Because you aren't providing Schedule Event components, the Process Imported Shifts process deletes all shifts for the given staffing department and period.

This example ScheduleRequest.dat file clears all existing shifts for a worker for a specified period.

METADATA|ScheduleRequest|ScheduleRequestNumber|RequestSource|RequestTime|DepartmentName|LocationCode|LocationSetCode|StartDate|EndDate|ImportMode|ValidationFlag
MERGE|ScheduleRequest|Import004|ORA_HWM_WFM|2025-12-25T12:00:00.010+01:00|Clinic|SAN_FRAN|COMMON|2026/01/05|2026/01/11|FULL|Y