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  • 1 Introduction to HCM Data Loader
    • Overview of HCM Data Loader
    • HCM Data Loader and Implementation Scenarios
    • How Data Is Loaded Using HCM Data Loader
    • How You Enable Access to HCM Data Loader
    • How You Configure HCM Data Loader Business Object Access
    • Supported Key Types
    • Source Keys
    • User Keys
    • Oracle Fusion GUIDs and Surrogate IDs
    • Business-Object Structure
    • FAQs for Introduction to HCM Data Loader
      • Why can't I access HCM Data Loader?
  • 2 Data File Instructions and Delivery
    • HCM Data Loader Data and .zip Files
    • File Line Instructions and File Discriminators
    • The METADATA Instruction
    • The MERGE Instruction
    • The DELETE Instruction
    • The SET Instruction
    • Generate and Use Template Files
    • FAQs for Data File Instructions and Delivery
      • How should I deliver data when creating objects?
      • How should I deliver data for incremental updates?
      • Can I include comments in a .dat file?
      • How do I trigger ATOM feeds and events for the changes uploaded by my file?
  • 3 Preparing to Use HCM Data Loader
    • Sources of Business-Object Information
    • HCM Data Loader Configuration Parameters
    • How You Audit the Configure HCM Data Loader Parameters
    • How You Define Referenced Objects
    • How You Review Lists of Values
    • Define the Source-System Owner
    • How You Test the HCM Data Loader Process Flow and Connections
    • How You Audit Objects Loaded in Bulk
    • FAQs for Preparing to Use HCM Data Loader
      • Can I load data in multiple languages?
  • 4 Data Preparation
    • Guidelines for Preparing the Source Data
    • General Data Considerations for HCM Data Loader
    • How You Load Images, Attachments, and Large Strings
    • How You Supply Source Keys
    • How You Update Source Keys
    • How You Supply User Keys
    • Examples of Supplying Oracle Fusion Surrogate IDs
    • Examples of Supplying Oracle Fusion GUIDs
    • How You Manage Reserved Characters
    • How You Load and Maintain Translated Objects
    • How You Include Reference Values in Data Files
    • Data Deletion Using HCM Data Loader
  • 5 Loading Date-Effective Data
    • Overview of Loading Date-Effective Objects
    • How You Load Objects with Multiple Changes per Day
    • Options for Updating Date-Effective Objects with Future-Dated Records
    • Example of Retaining Attribute Values in Future-Dated Records
    • Options for Carrying Forward Changed Attribute Values in Retain Mode
    • Example of Replacing Attribute Values in Future-Dated Records
    • Examples of Changing First Effective Start Date and Last Effective End Date
  • 6 Loading Flexfield Data
    • Guidelines for Loading Flexfield Data
    • How You Load Data for Descriptive Flexfields
    • Example of Loading Data for Descriptive Flexfields
    • How You Load Data for Extensible Flexfields
    • Example of Loading Data for Extensible Flexfields
  • 7 Importing and Loading Data Using HCM Data Loader
    • How Data Is Imported and Loaded
    • Uploading and Securing Files on the Web Center Content Server
    • Import and Load Data
    • Example of using HCM Data Loader
    • How You Review and Correct Errors
    • Start or Resubmit a Load
    • Roll Back HCM Data Loader Data Set or Business Object
    • Stop HCM Data Loader Processing
    • Overview of Automating Data Loading
    • How to Review the Objects Processed in a Data Set
    • Maintaining Oracle Search Indexes
    • Manually Submitting the Bulk-Ingestion Process for Oracle Search Indexes
    • How to Enable Bulk Ingestion for Oracle Search Indexes
    • FAQs for Importing and Loading Data Using HCM Data Loader
      • What's an HCM Data Loader data set?
      • What happens in the import stage ?
      • Why do I get an error about exceeding child record limit during import stage?
      • What happens in the load stage?
      • How can I review the status of the objects in my file?
      • How can I view the data in error for a data set or business object?
      • How do I fix HCM Data Loader errors?
      • How do I keep up the bulk-data loading performance?
      • Why do I get a warning when loading security related data?
      • Why can’t I roll back data I previously loaded?
    • FAQs for Bulk Ingestion for Oracle Search Indexes
      • Why is the Update Oracle Search with HCM Data Loader Changes process not submitted after my data set?
  • 8 Initiate File Processing on the Go
    • Using the Recent File Loads Page
  • 9 Data Loading Using Spreadsheets
    • Spreadsheet Data Loaders
    • Set Up Desktop Integration for Excel
    • Troubleshoot Desktop Integration for Excel
  • 10 Introduction to HCM Spreadsheet Data Loader
    • Guidelines for Using HCM Spreadsheet Data Loader
    • How Data Is Uploaded Using HCM Spreadsheet Data Loader
    • How You Test the HCM Spreadsheet Data Loader Process Flow and Connections
    • Spreadsheet Business Object Access
    • Manage Spreadsheet Business Object Access
    • How You Enable Access to HCM Spreadsheet Data Loader Tasks
    • How You Enable Administrator Access to HCM Spreadsheet Data Loader
    • How You Enable Audit of Role Configuration for a Spreadsheet Template
    • How You Audit Objects Loaded by HCM Spreadsheet Data Loader
    • FAQs for HCM Spreadsheet Data Loader
      • Why can't I access HCM Spreadsheet Data Loader?
      • What do cells highlighted in red indicate?
      • Why can't I see the user name of the user who created or last updated the record?
      • Can I delete data using a spreadsheet?
      • When should I use HSDL instead of HDL?
  • 11 HCM Spreadsheet Data Loader Templates
    • HCM Spreadsheet Data Loader Templates
    • Define Categories for Spreadsheet Templates
    • Create and Edit Spreadsheet Templates
    • How You Associate a User Name with a Data Upload
    • Set Spreadsheet Template Parameters
    • Spreadsheet Template Design
    • Guidelines for Designing Spreadsheet Templates
    • How You Configure Default Values for Spreadsheet Attributes
    • Configure Lists of Values for Attribute Validation
    • Autogenerated Attribute Values in Spreadsheet Templates
    • Include Reconciliation and Reporting Information
    • Copy Spreadsheet Templates
    • Export and Import Spreadsheet Templates
    • How You Enable Business Users with Custom Roles to Load Spreadsheet Data
    • Add a Role to a Predefined Spreadsheet Template
    • How You Assign Access to a Spreadsheet Template
    • FAQs for HCM Spreadsheet Data Loader Templates
      • Can I hide attributes in spreadsheet templates?
      • How can I manage role access for some objects?
      • Can I load data from a spreadsheet as the session user?
      • Why can't I save my template changes?
      • Why can't I delete an existing spreadsheet template?
  • 12 Importing and Loading Data Using HCM Spreadsheet Data Loader
    • Generate Spreadsheets
    • Import Data to a Spreadsheet
    • Manage Spreadsheet Data Sets
    • Upload Data Using HCM Spreadsheet Data Loader
    • Roll back Data using HCM Spreadsheet Data Loader
    • How to Set a Value to Null
    • Review Existing Data Sets
    • How You Delete Data Using HCM Spreadsheet Data Loader
    • FAQs for Importing and Loading Data Using HCM Spreadsheet Data Loader
      • How do I fix HCM Spreadsheet Data Loader errors?
      • Can I load date-effective data?
      • Can I change first and last effective dates?
      • Can I load translated objects?
  • 13 Postload Processing
    • Processes to Run After Loading Data
    • How You Validate Loaded Data
    • How You Review Automatically Submitted Post Processes
    • Business Object Post Processes
    • Data Set Post Processes
    • How You Manage Business Object Post Processes
    • How You Manage Data Set Post Processes
  • 14 Removing Person Information
    • Remove Person Information
    • Remove Person Payroll Information
  • 15 Purging Person Data from Test Environments
    • Overview of the Purge Person Data in Test Environments Process
    • Purge Person Data from Test Environments
    • Tables Purged by the Purge Person Data in Test Environments Process
  • 16 Maintaining Stage Tables
    • Overview of Maintaining the Stage Tables
    • Example of the Automatic Deletion and Backup of Stage Table Data
    • Maintain the HCM Data Loader Stage Tables
    • Maintain the HCM Spreadsheet Data Loader Stage Tables
  • 17 Best Practices for HCM Data Loader and HCM Spreadsheet Data Loader
    • HCM Data Loader Best Practices
  • 18 Reporting and Diagnostics
    • Overview of HCM Data Loader Extracts
    • Setting Up HCM Data Loader Extracts
      • Manage an HCM Data Loader Extract Definition
      • Configure a Copied HCM Data Loader Extract
      • HCM Data Loader Data Set Summary Extract Parameters
      • Compensation Changes Extract Parameters
      • Integration Object User Key Refresh and Integration Object User Key Map Extract Parameters
    • Running HCM Data Loader Extracts
      • Submit an HCM Data Loader Extract
      • View the Results of an HCM Data Loader Extract
    • Diagnostic Tests for HCM Data Loader
      • HCM Data Loader Error Analysis Report
      • Run the HCM Data Loader Error Analysis Report
    • Diagnostic Tests for HCM Spreadsheet Data Loader
      • HCM Spreadsheet Data Loader Diagnostic Report
      • Run the HCM Spreadsheet Data Loader Diagnostic Report
    • Overview of OTBI Reporting
  • 19 Transferring Encrypted Data
    • Set up Encryption for File Transfer
    • Encrypt and Upload Files Automatically