Manage Compensation Zones Using the Import Management Tool

Use the Geography Zone object and Import Management tool to create, update, and delete compensation zones.

Supported use cases:

Use Case	Operation	Tables Involved
Create a zone	Create	HZ_GEOGRAPHIES
Add a master geography for a zone	Create	HZ_RELATIONSHIPS
Add a postal range for a zone and a master geography	Create	HZ_GEOGRAPHY_RANGES
Update zone start and end dates	Update	HZ_GEOGRAPHIES
Update the start and end dates for a zone relationship with geography	Update	HZ_RELATIONSHIPS
Update the start and end dates for a postal range	Update	HZ_GEOGRAPHY_RANGES
Delete the zone	Delete	HZ_GEOGRAPHIES, HZ_RELATIONSHIPS, HZ_GEOGRAPHY_RANGES
Delete the zone relationship, such as the master geography association with zone.	Delete	HZ_RELATIONSHIPS, HZ_GEOGRAPHY_RANGES
Delete the postal range	Delete	HZ_GEOGRAPHY_RANGES

Here's how you use the tool:

Prepare the CSV file for import.
On the Tools > Import Management page, Import Queue tab, create an import activity.
Complete all the required and relevant optional import options.

Create Import Activity Guided Process, Enter Import Options Page

Review the field mappings and make any necessary changes.

Create Import Activity Guided Process, Map Fields Page

Review your import options and field mappings to make sure there as expected, then submit the import process.

Create Import Activity Guided Process, Review and Submit Page

Track the import process status on the Import Queue tab.

Import Queue Tab Showing a Completed Geography Zone Import

For failed imports, you can see the errors by clicking the process name.

Import Status Page Showing That the Import Completed with Errors and Various Details

Samples

Here are sample CSV files and the effect they have on zone data.

For an existing zone type, you can create zones and map geographies with this CSV file:

CSV File to Create Zones and Map Geographies

Zones Type Page Showing Zones Created Using the Import Process

You can use the Manage Zones for Zone Type page to identify zones to delete.

Manage Zones for Zone Type Page Showing a Zone to be Deleted

Then use this CSV file to delete the identified zone or zones.

CSV File to Delete Zone

Create a zone with postal code geographies using this CSV file:

CSV File to Create a Zone with Postal Code Geographies

Zone with Postal Code Geographies Created Using the Import Process

Required Attributes

Here’s the list of the attributes that the import file needs to include:

Import Action	Required Attributes
Create Zone	Zone Type
	Zone Geography Use
	Zone Name
	Zone Code

Update Zone	Zone Type
	Zone Geography Use
	Zone Name/ZoneGeographyID
Delete Zone	Zone Type
	Zone Geography Use
	Zone Name/ZoneGeographyID
	Zone Code

Add Master Geography to a Zone	Zone Type
	Zone Geography Use
	Zone Name/ZoneGEographyID
	MasterGeoCountryCode
	MasterGeoType
	MasterGeoName + MasterGeoElement /MasterGeographyId

Update Zone Relationship Start or End date	Zone Type
	Zone Geography Use
	Zone Name/ZoneGEographyID
	MasterGeoCountryCode
	MasterGeoType
	{(MasterGeoName + MasterGeoElement /MasterGeographyId)
	or Zone RelationshipId}
Delete Zone Relationship	Zone Type
	Zone Geography Use
	Zone Name/ZoneGEographyID
	MasterGeoCountryCode
	MasterGeoType
	{(MasterGeoName + MasterGeoElement /MasterGeographyId)
	or Zone RelationshipId}
Add From and To Postal Codes to Geography of a Zone	Zone Type
	Zone Geography Use
	Zone Name/ZoneGEographyID
	MasterGeoCountryCode
	MasterGeoType
	{(MasterGeoName + MasterGeoElement /MasterGeographyId)
	or Zone RelationshipId}
	From Postal Code
	To Postal Code
Update Start or End date of Postal Code Range	Zone Type
	Zone Geography Use
	Zone Name/ZoneGeographyID
	MasterGeoCountryCode
	MasterGeoType
	{(MasterGeoName + MasterGeoElement /MasterGeographyId)
	or Zone RelationshipId}
	GeographyRangeId or ( From Postal Code and To Postal Code )

Delete Postal Code Range	Zone Type
	Zone Geography Use
	Zone Name/ZoneGeographyID
	MasterGeoCountryCode
	MasterGeoType
	{(MasterGeoName + MasterGeoElement /MasterGeographyId)
	or Zone RelationshipId}
	GeographyRangeId or ( From Postal Code and To Postal Code )

This new feature lets you efficiently manage high volumes of compensation zones.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The zone type needs to exist in the app before you import data.
Don't include MasterGeoElement10 and MasterGeoUse columns in the file because they aren’t supported for processing.
Before deleting, make sure the data to be deleted is no longer used. The tool will delete the specified objects, even if they are in use. For example, if you’re going to delete a zone, make sure that no salary range differential profile is using the zone.
To see how to provide data, you can create a sample zone type and zone definition. Export the sample using the Export Management tool, and review the exported file.
Sometimes the CSV editors corrupt the date column formats. Make sure the format is MM/dd/yyyy hh:mm:ss aaa, for example, 12/31/4712 12:00:00 AM or 01/01/51 12:01:00 AM.
The geography zones CSV files can have up to 50,000 rows. When you have more rows, split the rows into separate files.
Generate a sample CSV file to use with your imports from the Import Objects tab.

Import Objects Tab With the Geography Zone Row That Includes the Download Icon Highlighted

Key Resources

For more information about managing imports and exports, se the Understanding Import and Export Management for Sales and Fusion Service guide and these topics:

Access Requirements

The delivered Human Capital Management Application Administrator role (HRC_HUMAN_CAPITAL_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB) has access to the Import Management and Export Management tools.

To export and import geography zone objects, make sure that your role has this privilege and duty:

Manage Trading Community Zones (HZ_MANAGE_TRADING_COMMUNITY_ZONES_PRIV)
Geography Administration (ORA_GEO_ADMIN_DUTY)