Contents
1 Introduction to Loading Business Objects using HCM Data Loader
2 Loading Setup Objects
- Overview of Loading Setup Objects
- Guidelines for Loading Absence Cases
- Examples of Loading Actions
- Examples of Loading Action Reasons
- Guidelines for Loading Calendar Events
- Guidelines for Loading Checklist Templates
- Examples of Loading Checklist Templates
- Display Properties for Checklists and Tasks
- Examples of Loading Checklist and Task Display Properties
- Guidelines for Loading Document Delivery Preferences
- Guidelines for Loading Document Types
- Examples of Loading Document Types
- Examples of Loading Extended Lookup Codes
- Guidelines for Loading Name Formats
- Examples of Loading Person Types
- Examples of Loading Resource Exceptions
- Guidelines for Loading Time and Labor Event Groups
- Examples of Loading Time and Labor Event Groups
- Columns and Event Source Objects for Time and Labor Events
- Examples of Loading Time and Labor Event Actions
3 Loading Workers
- Overview of Loading Workers
- Guidelines for Preparing to Load Workers
- Effective Start and End Dates for Worker Components
- Guidelines for Deleting Worker Components
- How You Check for Duplicate Person Records
- Person Numbers in Worker Objects
- Guidelines for Loading External Identifiers
- Guidelines for Loading Person Names
- Guidelines for Loading Person Address
- Guidelines for Loading Person Images
- Start Dates for Person Legislative Data
- Examples of Loading Work Relationship Changes
- Employment Terms Override at Assignment
- Example of Loading Assignment Changes
- How You Update Line Manager for an Employee
- How You Perform a Global Transfer Using HCM Data Loader
- Guidelines for Loading Additional Assignments
- Guidelines for Loading Temporary Assignments
- Example of Adding an Assignment with a Shared Employment Contract
- Example of Adding a Contract
- Example of Loading a Contract Extension
- Automatic Calculation of FTE Values for Workers
- Create a Default Working-Hour Pattern
- Examples of Loading Worker Working Hour Pattern
- Example of Loading PeopleGroup for a Worker
- Example of Loading a Default Expense Account for a Worker
- Example of Loading a Tax Reporting Unit for a Worker
- FAQs for Loading Workers
- How do I load person phones?
- How do I load person national identifiers?
- How do I specify probation values on an assignment?
- How do I load a pending worker without providing a projected start date?
- Can I add a date-effective update to an existing pending worker record using HCM Data Loader?
- What value is used if no value is passed for the position override flag?
- Can I load employment data or prevent loading when employment changes are pending approval?
- Can checklists be allocated automatically to workers created using HCM Data Loader?
4 Loading Worker-Related Objects
- Examples of Loading Assignment Eligible Jobs
- Guidelines for Loading Seniority Dates
- Examples of Loading Seniority Date Adjustments
- Examples of Loading Seniority Hours
- Guidelines for Loading Allocated Checklists
- Examples of Loading an Allocated Checklist
- Guidelines for Loading Areas of Responsibility
- Guidelines for Loading Document Records
- Guidelines for Loading Time Record Groups
- Examples of Loading Time Record Groups
- Guidelines for Loading User-Update Requests
- Examples of Loading User-Update Requests
- Guidelines for Loading Worker Schedules
- Examples of Creating Worker Schedules
- Examples of Updating Worker Schedules
- Guidelines for Loading Skills
- FAQs for Loading Worker-Related Objects
5 Loading Work Structures
- Overview of Loading Work Structures
- Examples of Loading Collective Agreements
- Guidelines for Loading Grades
- Guidelines for Loading Grade Ladders
- Guidelines for Loading Grade Rates
- Guidelines for Loading Jobs
- Examples of Loading Job Families
- Guidelines for Loading Locations
- Guidelines for Loading Organizations
- Guidelines for Loading Positions
- Examples of Loading HCM Position Hierarchies
- Examples of Loading Position Budgets
- Guidelines for Loading Department Trees
- Guidelines for Loading Department Tree Nodes
- Examples of Loading Department Tree Nodes
- Guidelines for Loading Organization Trees
- Guidelines for Loading Organization Tree Nodes
- Examples of Loading Organization Tree Nodes
6 Loading Market Data for Compensation
- Guidelines for Loading Market Data Objects
- Examples of Loading Market Data Segments and Survey Composites
- Examples of Loading Market Data Career Level, Career Stream, and Other Level
- Examples of Loading Market Data Job Family and Function
- Examples of Loading Market Data Location List and Job List
- Example of Loading Market Data Survey Data
7 Loading Stock and External Data for Compensation
8 Loading Progression Grade Ladders, Rates, and Rules for Compensation
- Guidelines for Loading Progression Grade Ladders
- Examples of Loading Progression Grade Ladders with Steps
- Examples of Loading Progression Grade Ladders Without Steps
- Guidelines for Loading Progression Grade Rates
- Examples of Loading Progression Grade Rates
- Guidelines for Loading Progression Rules
- Examples of Loading Progression Rules
9 Loading Salary Bases for Compensation
- Overview of Loading Salary Bases
- Guidelines for Payroll Elements Linked to Salary Bases Being Loaded with HCM Data Loader
- Guidelines for Grade Rates Linked to Salary Bases Being Loaded with HCM Data Loader
- Guidelines for Setting the Salary Basis Code When Loading Salary Bases Using HCM Data Loader
- Guidelines for Loading Salary Basis Components Using HCM Data Loader
- Simple Component Lookups to Use When Creating Salary Bases
- Guidelines for Deleting Salary Bases Using HCM Data Loader
- Create a Salary Basis with Simple Components
- Create a Salary Basis with Rate Components
10 Loading Salaries
- Guidelines for Loading Salary Records
- Effect That Managing Salaries Using HCM Data Loader Has on Element Entries
- Before You Load Salaries Using HCM Data Loader
- Guidelines for Loading Salaries Using HCM Data Loader
- Guidelines for Loading Incremental Salary Components with Salaries Using HCM Data Loader
- Guidelines for Loading Pay Rate Components with Salaries Using HCM Data Loader
- Guidelines for Updating Salaries Using HCM Data Loader
11 Examples of Loading Salaries
- Create a Salary Using Source Keys and HCM Data Loader
- Update a Salary Using Source Keys and HCM Data Loader
- Create a Salary Using User Keys and HCM Data Loader
- Update a Salary Using User Keys and HCM Data Loader
- Delete a Salary Using HCM Data Loader
- Purge Salaries for an Assignment Using HCM Data Loader
- Create a Salary with Simple Components
- Create a Salary with Pay Rate Components Using HCM Data Loader
- Update a Salary with Pay Rate Components Using HCM Data Loader
- Delete a Salary with Pay Rate Components Using HCM Data Loader
12 Frequently Asked Questions about Loading Salaries
- Can HCM Data Loader round salary amounts when it loads salary information?
- Can I load salary or prevent loading of salary information when salary changes are pending?
- Why can't I delete salaries using HCM Spreadsheet Data Loader?
13 Loading Salary Range Differentials
- Guidelines for Making Date-Effective Changes to Salary Range Differentials
- Example of Creating Salary Range Differential Profiles and Values Using HCM Data Loader
14 Loading Enterprise Shifts for Workforce Scheduling
- Overview of Loading Enterprise Shifts
- Example of Creating Enterprise Shifts for Workforce Scheduling
15 Loading Work Patterns for Workforce Scheduling
- Overview of Loading Work Patterns
- Example of Creating a Work Pattern Using a Template
- Example of Creating a Work Pattern Without a Template
- Example of Loading Work Patterns Using Source Keys
- Example of Loading Work Patterns Using GUIDs
- Example of Loading Work Patterns Using Reference Object Source Keys
- Example of Deleting Work Patterns
16 Loading Workload Plans for Workforce Scheduling
- Guidelines for Loading Workload Plans for Workforce Scheduling
- Example of Loading Baseline, Adjusted, and Actual Workload Plans for Workforce Scheduling
- Example of Loading Baseline and Adjusted Workload Plans with a Job Family for Workforce Scheduling
17 Loading Third-Party Schedules
- Overview of Importing Third-Party Schedules
- How You Set Up Shift Owners to Support Third-Party Schedule Imports
- How You Set Up Alert Notifications to Support Third-Party Schedule Imports
- How You Import Third-Party Schedules
18 Loading Third-Party Time Cards
- Overview of Loading Read-Only Time Cards Using HCM Data Loader
- Example of Loading Read-Only Payroll Time Cards
- Example of Loading Read-Only Project Costing Time Cards
19 Loading Event Groups and Actions for Time Card Resubmission
- Guidelines for Loading Event Groups Related to Time Card Resubmission
- Event Group Attributes and Possible Values for Time Card Resubmissions
- Example of Loading an Event Group for Time Card Resubmission
- WFM Events Mapping to Columns and Entities
- Guidelines for Loading Event Actions Related to Time Card Resubmission
- Event Action Attributes and Possible Values for Time Card Resubmissions
- Example of Loading an Event Action for Time Card Resubmission
20 Loading Payroll Relationships
- Payroll Information
- Assigned Payroll
- Payroll Assignments
21 Loading Payroll Setup Objects
- Examples of Loading Legislative Data Groups
- Object Groups
- Example of Loading Payroll Consolidation Group
- Payroll Definitions and Time Periods
- Time Definitions
- Example of Loading Payroll Element Run Usage
- User-Defined Tables
- Examples of Loading Payroll Balance Definitions
- Payroll Balance Groups
- Fast Formulas
- Elements
- Rate Definitions
- Values Defined by Criteria
- Event Groups and Event Notification
- Overview of Loading Payroll Event Groups
- Overview of Payroll Event Entities
- Example of Loading Retroactive Payroll Calculation Event Groups
- Example of Loading Retropay for Late Hires Event Groups
- Example of Loading Retropay for Late Hires - Move Hire Date
- Example of Loading Retropay for Late Hires Event Action
- Example of loading Event Notifications
- Example of Entering an Override Date for a Retro Event Notification
- Overview of Loading Event Actions and Event Action Groups
- Overview of Loading HCM Rates Event Action Groups
- Qualifiers for Event Actions
- Example of Loading Qualifiers for Event Actions
- Example of Loading Event Actions for HCM Rates Recalculation
- Example of Loading Event Group and Associating to an Event Action for HCM Rates Recalculation
22 Loading Payroll Transactional Data
- Rates Based on Grades Details
- Example of Loading Rate Definitions for Basic Salary
- Loading Payroll Time Cards
- Example of Loading Payroll Time Cards
- How You Roll Back Payroll Time Cards
- Example for Loading Absence Records
- How You Roll Back Payroll Absence Records
- Guidelines for Loading Calculation Cards
- Example of Loading Wage Basis Rules
- Element Entries
- Overview of Loading Element Entries
- Overview of Rolling Back Element Entries
- How You Roll Back Element Entries
- Example of Loading a Recurring Element Entry With an Open End Date
- Example of How To End Date a Recurring Element Entry
- Example of Loading Non-Recurring Element Entries
- Example of Deleting an Element Entry
- Example of Loading Multiple Occurrences of the Same Element Entry in the Same Time Period
- Element Entry With Costing
- Overview of Loading Element Entry with Costing
- Example of Loading a Recurring Element Entry With an Open End Date along with Costing Information
- Example of Loading Multiple Occurrences of the Same Element Entry in the Same Time Period
- Maintain Element Entries Created with Element Entry With Costing
- Example of Deleting an Element Entry with Costing
- How You Roll Back Element Entry with Costing information
- Generate Spreadsheet Templates for Element Entry with Costing
23 Initializing and Adjusting Balances
- Overview of Balances
- Balance Initializations
- Balance Adjustments
24 Loading Payment Methods
- Examples of Loading Banks
- Examples of Loading Bank Branches
- Examples of Loading External Bank Accounts
- Organization Payment Methods
- Example of Loading Personal Payment Methods
- Example of Loading Third-Party Organization Payment Method
- Example of Loading Third-Party Personal Payment Method
25 Loading Payroll Costing
- Set Up Payroll Costing
- Overview of Loading Payroll Costing
- Example of Loading Element Eligibility Costing
- Example of Loading Costing Eligibility on Assignment Attributes
- Example of Loading Costing of Payroll
- Example of Loading Costing of Departments
- Example of Loading Costing of Jobs
- Example of Loading Costing of Positions
- Example of Loading Payment Source Costing
- Example of Loading Person Costing
- Example of Loading Person Costing at Payroll Relationship Level
- Example of Loading Person Costing at Assignment Level
- Example of Loading Person Element Costing at Assignment Level
- Example of Loading Person Element Costing at Payroll Relationship Level
- Example of Loading Element Entry Costing
- Load Costing Validations
26 Loading Payroll Data Using Transformation Formula
- Payroll Transformation Formula for HCM Data Loader
- Overview
- How You Transform Data Using Payroll Transformation Formula for HCM Data Loader
- How To Create A Program for Automation
- Submit the Load Data From File Flow
- Transformation Formula Input Variables
- Payroll Transformation Formula Operations
- Return Values for Payroll Transformation Formula for HCM Data Loader
- Sample Payroll Transformation Formula for Multiple Business Objects
- Sample Payroll Transformation Formula for HCM Data Loader
- SET Instructions in Transformation Formulas
- Payroll Transformation Formula for HCM Spreadsheet Data Loader
27 Loading Payroll Interface Records
- Overview of Loading Payroll Interface Inbound Records
- Overview of Payroll Interface Inbound Record Component
- Overview of Payroll Interface Inbound Record Information Component
- Examples for Loading Payroll Interface Inbound Records
- Example of Importing Generated Payslips
28 Loading Payroll Localization Data for Canada
- Geography Codes for Canadian Provinces
- Payroll Assignment Information for Canada
- Involuntary Deduction Information
- Organization Cards
- Overview of Organization Calculation Cards for Canada
- Guidelines for Loading Canadian Calculation Rules for Tax Reporting and Payroll Statutory Unit Cards
- Guidelines for Loading Federal Tax Card Components for Canadian Organization Cards
- Guidelines for Loading Employment Insurance Card Components for Canadian Organization Cards
- Guidelines for Loading Quebec Parental Insurance Plan Card Components for Canadian Organization Cards
- Guidelines for Loading Quebec Pension Plan Card Components for Canadian Organization Cards
- Guidelines for Loading Canada Pension Plan Card Components for Canadian Organization Cards
- Guidelines for Loading Provincial Tax Card Components for Canadian Organization Cards
- Provisional Medical and Workers Compensation
- Overview of Provincial Medical Account Information for Canada
- Overview of Workers Compensation Account Information for Canada
- Guidelines for Loading Canadian Provincial Medical and Workers Compensation Account Information
- Example of Loading Provincial Medical and Worker Compensation for British Columbia
- Example of Loading Provincial Medical and Worker Compensation for Ontario
- Example of Loading Provincial Medical and Worker Compensation for Quebec
- Guidelines for Loading Canadian Workers Compensation Overrides at the Job Level
- Example of Loading Workers Compensation Overrides against a Job for Alberta
- Guidelines for Loading Canadian Workers Compensation Overrides at the Location Level
- Example of Loading Workers Compensation Overrides against a Location for Canada
- Guidelines for Loading Canadian Provincial Medical Account Overrides at the Location Level
- Guidelines for Loading Canadian Workers Compensation Overrides at the Department Level
- Example of Loading Workers Compensation Overrides against a Department for Canada
- Guidelines for Loading Canadian Provincial Medical Account Overrides at the Department Level
- Example of Loading Provincial Medial Account Overrides against a Department for Canada
- Reporting Information
- Overview of Reporting Information Cards for Canada
- Guidelines for Loading Canadian Reporting Information Cards
- Guidelines for Loading Card Components for Canadian Reporting Information Cards
- Example of Loading ROE Data for Canadian Reporting Information Cards
- Example of Loading ROE Other Monies for Canadian Reporting Information Cards for Canada
- Adjusting Balances
- Overview of Loading Balance Adjustments for Canada
- Example of Loading Federal Tax Withheld Balance Adjustments for Canada
- Example of Loading Quebec Labour Standard Balances Balance Adjustments: Exempt CCQ Employee Wages – With Excess Remuneration
- Example of Loading Quebec Labour Standards Balance Adjustments: Exempt CCQ Employee Wages – Without Excess Remuneration
- Example of Loading Quebec Labour Standards Balance Adjustments: Indemnities for Damages – With Excess Remuneration
- Example of Loading Quebec Labour Standards Balance Adjustments: Indemnities for Damages – Without Excess Remuneration
- Example of Loading Quebec Labour Standards Balance Adjustments: Earnings, Exempt Wages – With Excess Remuneration
- Example of Loading Quebec Labour Standards Balance Adjustments: Exempt Wages and Earnings – Without Excess Remuneration
- Initializing Balances
- Steps to Initialize Balances for Canada
- Performance Considerations for Balance Initialization Batches for Canada
- Considerations of Balance Initialization for Canada
- Balances to Initialize for Canada
- User-Defined Balances for Canada
- Summary Level Balances for Canada
- Miscellaneous Balances for Canada
- Example of Loading Quebec Employee’s YTD Federal and Provincial Balances
- Example of Loading Quebec Labour Standards Balances: Remuneration Subject to Contribution below the Maximum Limit – With Exempt Wages
- Example of Loading Quebec Labour Standards Balances: Remuneration Subject to Contribution below the Maximum Limit Without Exempt Wages
- Example of Loading Quebec Labour Standards Balances: Remuneration Subject to Contribution above the Maximum Limit With Exempt Wages
- Example of Loading Quebec Labour Standards Balances: Remuneration Subject to Contribution above the Maximum Limit Without Exempt Wages
- Example of Quebec Labour Standards Balances: Initializing Director’s Fees
- Example of Quebec Labour Standards: Initializing RL1 Box A Adjustment Balance – Above the Maximum Limit
- Example of Quebec Labour Standards: Initializing RL1 Box A Adjustment Balance – Below the Maximum Limit
- Example of Quebec Pension Plan Below the Year’s Maximum Pensionable Earnings (YMPE)
- Example of Canada Pension Plan Above the Year’s Additional Maximum Pensionable Earnings (YAMPE)
- Example of Canada Pension Plan Between the Year’s Maximum Pensionable Earnings (YMPE) and the Year’s Additional Maximum Pensionable Earnings (YAMPE)
- Tax Credit Information
- Overview of Canadian Tax Credit Information Cards
- Guidelines for Loading Canadian Tax Credit Information Cards
- Guidelines for Loading Canadian Taxation Card Components
- Example of Updating Canadian Taxation Card Components
- Guidelines for Loading Canadian Federal Tax Card Components
- Example of Updating Canadian Federal Tax Card Components
- Guidelines for Loading Canadian Employment Insurance Card Components
- Example of Updating Canadian Employment Insurance Card Components
- Guidelines for Loading Canada Pension Plan Card Components
- Example of Updating Canadian Pension Plan Card Components
- Guidelines for Loading Canadian Provincial Tax Card Components
- Example of Loading Canadian Provincial Tax Card Components
- Guidelines for Loading Canadian Payroll Tax Card Components
- Example of Loading Canadian Payroll Tax Card Components
- Guidelines for Loading Quebec Taxes Card Components
- Example of Loading Quebec Taxes Card Components
- Guidelines for Loading Canadian Taxation Component Associations
- Example of Loading Canadian Taxes Component Associations
29 Loading Payroll Localization Data for the United Kingdom
- Balance Adjustments
- Benefits and Pensions
- Court Orders and Student Loans
- Overview of Court Orders and Student Loans Cards for the UK
- Guidelines for Creating Court Orders for the UK
- Example of Creating a Court Order card for the UK
- Guidelines for Creating Student and Postgraduate Loan for the UK
- Example of Creating Student Loan for the UK
- Example of Creating Postgraduate Loan for the UK
- Pension Automatic Enrolment
- Statutory Deductions
- Overview of Statutory Deductions for the UK
- Guidelines for Loading Statutory Deductions for the UK
- Guidelines for Updating Aggregation Information for UK Statutory Deductions
- Example of Updating Aggregation Information for UK Statutory Deductions
- Guidelines for Updating NI for UK Statutory Deductions
- Example of Updating NI for UK Statutory Deductions
- Guidelines for Updating PAYE for UK Statutory Deductions
- Example of Updating PAYE for UK Statutory Deductions
- Guidelines for Loading UK Statutory Deductions Card Associations
- Example of Loading UK Statutory Deduction Card Associations
- Example of Loading a New Starter Declaration for an Autogenerated UK Statutory Deductions Card
- Example of Creating a New UK Statutory Deductions Card
- Taxable Benefits
- Overview of Taxable Benefits for the UK
- Guidelines for Loading Taxable Benefits for the UK
- Example of Creating Car and Car Fuel Taxable Benefits for the UK
- Example of Creating Expense Payments on Behalf of Employee Taxable Benefits for the UK
- Example of Creating Other Items Taxable Benefits for the UK
- Example of Creating Assets Placed at Employee Disposal Taxable Benefits for the UK
- Example of Creating Service Supplied Taxable Benefits for the UK
- Example of Creating Qualifying Relocation Expenses and Benefits Taxable Benefits for the UK
- Example of Creating Private Medical Treatment or Insurance Taxable Benefits for the UK
- Example of Creating Interest Free and Low Interest Loans Taxable Benefits for the UK
- Example of Creating Basic Mileage Details Taxable Benefits for the UK
- Example of Creating Employer Provided Living Accommodation Taxable Benefits for the UK
- Example of Creating Vouchers and Credit Cards Taxable Benefits for the UK
- Example of Creating Assets Transferred Taxable Benefits for the UK
- Example of Creating Payments Made on Behalf of Employee Taxable Benefits for the UK
- Example of Creating Van and Van Fuel Taxable Benefits for the UK
30 Loading Payroll Localization Data for the United States
- Benefits and Pensions 403 (b) and 457 (b)
- Overview of Benefits and Pensions 403 (b) and 457 (b) for the US
- Guidelines for Loading Benefits and Pensions 403 (b) and 457 (b) Calculation Cards
- Guidelines for Loading 403 (b) Card Components
- Example of Loading Benefits and Pensions 403 (b)
- Guidelines for Loading 457 (b) Card Components
- Example of Loading Benefits and Pensions 457 (b)
- Organization Calculation Cards
- Overview of US Organization Calculation Cards
- Guidelines for Loading Calculation Rules for Tax Reporting and Payroll Statutory Unit Cards
- Guidelines for Loading Federal Income Tax Card Components
- Guidelines for Loading Federal Unemployment Card Components
- Guidelines for Loading Social Security Card Components
- Guidelines for Loading Medicare Card Components
- Guidelines for Loading Overtime Rules Card Components
- Guidelines for Loading Federal Income Tax for 1099-R Card Components
- Example of Loading Federal Rules for a Payroll Statutory Unit
- Guidelines for Loading State Income Tax Card Components
- Guidelines for Loading State Unemployment Card Components
- Guidelines for Loading State Disability Card Components
- Guidelines for Loading State Income Tax for 1099-R Card Components
- Example of Loading State Rules for a Payroll Statutory Unit
- Guidelines for Loading County Tax Card Components
- Guidelines for Loading City Tax Card Components
- Guidelines for Loading Time Card State Card Components
- Guidelines for Loading Time Card County Card Components
- Guidelines for Loading Time Card City Card Components
- Guidelines for Loading Pension Plan Card Components
- Example of Loading Local Rules for a Payroll Statutory Unit
- Employee Earnings Distribution Overrides
- Overview of Employee Earnings Distribution Overrides Card
- Guidelines for Loading Employee Earnings Distribution Overrides Card
- Guidelines for Loading Employee State Earnings Distribution Card Components
- Guidelines for Loading Employee County Earnings Distribution Card Components
- Guidelines for Loading Employee City Earnings Distribution Card Components
- Example of Loading Employee Earnings Distribution Overrides Card
- Employee Reporting Information
- Overview of US Reporting Information Cards
- Guidelines for Loading Employee Reporting Information Cards for the US
- Guidelines for Loading Reporting Information Card Components for US Employees
- Example of Loading Reporting Information Cards for US Employees
- Guidelines for Loading State Reporting Information Card Components for US Employees
- Example of Loading State Reporting Information Card Component for US Employees
- Guidelines for Loading Regional Tax Information Card Components for US Employees
- Example of Loading Puerto Rico Control Numbers
- Guidelines for Loading Retiree Reporting Information Cards for the US
- Example of Loading Retiree Reporting Information Cards for the US
- Initialize and Adjust Balances
- Involuntary Deductions Card
- Overview of Involuntary Deductions for US Employees
- Load Involuntary Deduction Calculation Cards for US Employees
- Load a Card Component for US Involuntary Deductions
- Example of Loading Bankruptcy Involuntary Deductions for US Employees
- Example of Loading Child Support, Spousal Support and Alimony Involuntary Deductions for US Employees
- Example of Loading Education Loan and DCIA Involuntary Deductions for US Employees
- Example of Loading Federal Tax Levy Involuntary Deductions for US Employees
- Example of Loading Regional Tax Levy Involuntary Deductions for US Employees
- Example of Loading Garnishment and Creditor Debt Involuntary Deductions for US Employees
- Tax Withholding Information - Dynamic Card
- Tax Withholding for Pension and Annuity Payments
- Overview of US Tax Withholding for Pension and Annuity Payments
- Guidelines for Loading US Tax Withholding for Pension and Annuity Payments
- Guidelines for Loading Retiree US Taxation for Pension and Annuity Payments
- Guidelines for Loading US Federal Tax for Pension and Annuity Payments
- Guidelines for Loading US State Tax for Pension and Annuity Payments
- Associate Retiree US Taxation for Pension and Annuity Payments
31 Loading Payroll Localization Data for France
- Statutory Deductions
- Overview of Statutory Deductions for France
- Guidelines for Loading Statutory Deductions for France
- Example of Updating Employee Information for French Statutory Deductions
- Guidelines for Loading Statutory Deductions Card Associations for France
- Example of Creating a New Statutory Deductions card for France
- Pension and Welfare
- Hardship Card
32 Loading Payroll Localization Data for Netherlands
- Statutory Deductions
- Overview of Statutory Deductions and Reporting for Netherlands
- Guidelines for Loading Statutory Deductions and Reporting for Netherlands
- Guidelines for Updating Tax for Dutch Statutory Deductions and Reporting
- Guidelines for Updating Special-Rate Tax for Dutch Statutory Deductions and Reporting
- Guidelines for Updating Wage Report for Dutch Statutory Deductions and Reporting
- Guidelines for Loading Dutch Statutory Deductions and Reporting Card Associations
- Example of Updating the Dutch Card Association Detail
- Example of Creating a Statutory Deductions and Reporting Card for Netherlands
33 Loading Payroll Localization Data for Mexico
- Employee Tax Card
- Overview of Employee Tax Card for Mexico
- Guidelines for Loading Employee Tax Cards for Mexico
- Example of Updating Employee Tax Cards for Mexico
- Guidelines for Loading Employee INFONAVIT for the Mexico Employee Tax Card
- Example of Loading Employee INFONAVIT
- Guidelines for Loading SDI Calculation for the Mexico Employee Tax Card
- Example of Creating SDI Calculation Card Component
- Guidelines for Associating Employee Tax Cards for Mexico
- Example of Loading Employee Tax Card Associations
- Examples of Creating Employee Tax Card for Mexico
- Initializing Balances
34 Loading Payroll Localization Data for Bahrain
- Employee Social Insurance
- Overview of Employee Social Insurance Details for Bahrain
- Guidelines for Updating Employee Social Insurance Details for Bahrain
- Examples of Updating Employee Social Insurances Details for Bahrain
- Guidelines for Associating Employee Social Insurance Details Cards for Bahrain
- Example of Loading Employee Social Insurance Details Card Associations for Bahrain
- Example of Creating Employee Social Insurance Details for Bahrain
- Employee Gratuity Details
- Court Orders
35 Loading Payroll Localization Data for Kuwait
- Employee Social Insurance
- Overview of Employee Social Insurance Details for Kuwait
- Guidelines for Updating Employee Social Insurance Details for Kuwait
- Example of Updating Employee Social Insurances Details for Kuwait
- Example of Updating Kuwait Social Insurance Contributory Salary Adjustment
- Guidelines for Creating Global Additional Social Insurance Details for Kuwait
- Example of Creating Global Additional Social Insurance Details for Kuwait
- Guidelines for Creating Kuwait Additional Social Insurance Details
- Example of Creating Kuwait Additional Social Insurance Details
- Guidelines for Associating Employee Social Insurance Details Cards for Kuwait
- Example of Loading Employee Social Insurance Details Card Associations for Kuwait
- Example of Creating Employee Social Insurance Details for Kuwait
- Employee Gratuity Details
- Overview of Employee Gratuity Details for Kuwait
- Guidelines for Loading Employee Gratuity Details for Kuwait
- Example of Updating Employee Gratuity Details for Kuwait
- Guidelines for Associating Employee Gratuity Details Cards for Kuwait
- Example of Loading Employee Gratuity Details Card Associations for Kuwait
- Example of Creating Employee Gratuity Details for Kuwait
- Court Orders
36 Loading Payroll Localization Data for Qatar
- Employee Gratuity Details
- Overview of Employee Gratuity Details for Qatar
- Guidelines for Loading Employee Gratuity Details for Qatar
- Example of Updating Employee Gratuity Details for Qatar
- Guidelines for Associating Employee Gratuity Details Cards for Qatar
- Example of Loading Employee Gratuity Details Card Associations for Qatar
- Example of Creating Employee Gratuity Details for Qatar
- Employee Social Insurance
- Overview of Employee Social Insurance Details for Qatar
- Guidelines for Loading Employee Social Insurance Details for Qatar
- Examples of Updating Employee Social Insurances Details for Qatar
- Guidelines for Associating Employee Social Insurance Details Cards for Qatar
- Example of Loading Employee Social Insurance Details Card Associations for Qatar
- Example of Creating Employee Social Insurance Details for Qatar
- Court Orders
37 Loading Payroll Localization Data for Saudi Arabia
- Employee GOSI Details
- Employee Gratuity Details
- Overview of Employee Gratuity Details for Saudi Arabia
- Guidelines for Loading Employee Gratuity Details for Saudi Arabia
- Example of Updating Employee Gratuity Details for Saudi Arabia
- Guidelines for Associating Employee Gratuity Details Cards for Saudi Arabia
- Example of Loading Employee Gratuity Details Card Associations for Saudi Arabia
- Example of Creating Employee Gratuity Details for Saudi Arabia
- Court Orders
38 Loading Payroll Localization Data for United Arab Emirates
- Employee Social Insurance or Pension Fund Details
- Overview of Employee Social Insurance Details for UAE
- Guidelines for Updating Employee Social Insurance Details for UAE
- Examples of Updating Employee Social Insurances Details for UAE
- Guidelines for Associating Employee Social Insurance Details Cards for UAE
- Example of Loading Employee Social Insurance or Pension Fund Details Card Associations for UAE
- Example of Creating Employee Social Insurance or Pension Fund Details for UAE
- End of Service Details
- Overview of End of Service Details for UAE
- Guidelines for Updating End of Service Details for UAE
- Examples of Updating End of Service Details for UAE
- Guidelines for Associating End of Service Details Cards for UAE
- Example of Loading End of Service Details Card Associations for UAE
- Example of Creating End of Service Details for UAE
- Court Orders
39 Loading Payroll Localization Data for Oman
- Employee Social Insurance
- Overview of Employee Social Insurance Details for Oman
- Guidelines for Updating Employee Social Insurance Details for Oman
- Examples of Updating Employee Social Insurances Details for Oman
- Guidelines for Associating Employee Social Insurance Details Cards for Oman
- Example of Creating Employee Social Insurance Details for Oman
- Employee Gratuity Details
- Court Orders
40 Loading Payroll Localization Data for Australia
- Overview of Statutory Deductions for Australia
- Guidelines for Loading Statutory Deductions for Australia
- Guidelines for Loading Statutory Deductions Card Associations for Australia
- Example of Creating a New Statutory Deductions Card for Australia
41 Loading Payroll Localization Data for India
- Initializing Balances
- Overview of Balance Initialization for India
- Balances to Initialize for India
- Example of Loading Earnings Balances for India
- Example of Loading Allowance Balances for India
- Example of Loading Social Insurance Balances for India
- Example of Loading Leave Travel Allowance Balances for India
- Example of Loading Termination and Superannuation Balances for India
- Example of Loading HRA Related Balances for India
42 Loading Payroll Localization Data for China
- Initialize and Adjust Balances
43 Loading Talent Objects
- Overview of Loading Goals, Goal Plans, and Goal Plan Sets
- Guidelines for Loading Goals
- Examples of Loading Goals
- Examples of Loading Goal Components
- Guidelines for Loading Goal Plans
- Examples of Loading Goal Plans
- Examples of Loading Goal Plan Assignments
- Guidelines for Loading Goal Plan Sets
- Examples of Loading Goal Plan Sets
- Examples of Loading Performance Documents
- Example of Changing the Eligibility for Performance Documents
- Example of Transferring Performance Documents Between an Employee's Assignments
- Examples of Loading Check-In Documents
- Examples of Loading Succession Plans
- Examples of Loading External Candidate Details for Succession Plans
- Examples of Loading Talent Pools
- Overview of Loading Talent Pool Security Profiles
- Examples of Loading Talent Pool Security Profiles
- Overview of Enhanced Talent and Model Profiles
- Guidelines for Loading a Person Talent Profile
- Example of Loading Legacy Talent Profiles
- Example of Creating Profile Items for an Existing Talent Profile
- Guidelines for Loading a Model Profile
- Example of Creating a Model Profile
- Guidelines for Loading Core Skills
- Example of Assigning Skills to a Manager’s Direct Reports
- Example of Assigning Skills to all People in a Specific Job
- Example of Assigning Skills to People in a Specific Job Within a Specified Organization
- Example of Unassigning Skills
- Guidelines for Loading Content Items
- Guidelines for Loading Verified Licenses and Certifications Results
- Example of Loading Verified Licenses and Certifications Results
- Guidelines for Loading Classic Talent Profile Data
- Examples of Loading Talent Review Meetings
- FAQs for Loading Talent Objects
- How can I transfer two performance documents in HCM Data Loader from an employee's old assignment to the new assignment when the performance documents are associated with different review periods?
- Can I load any type of requisition using the Requisition object?
- How can I change public succession plans to private succession plans using HCM Data Loader
44 Loading Questionnaire Objects
- Overview of Loading Questions, Questionnaire Templates, and Questionnaires
- Guidelines for Loading Questions, Questionnaire Templates, and Questionnaires
- Examples of Loading Questions
- Examples of Associating a Question with a Subscriber Context
- Examples of Loading Questionnaire Templates
- Examples of Loading Questionnaires
45 Loading Courses and Offerings to the Learning Catalog
- Guidelines for Loading a Course to Oracle Learning Using CourseV3
- How Completion and Sequencing Rules Map to Learning Section Attributes in CourseV3
- How Completion and Sequencing Rules Map to Learning Activity Attributes in CourseV3
- Guidelines for Effective Start Dates in CourseV3 for Oracle Learning
- Example of Loading an Entire New Course Hierarchy with a Self-Paced Offering Using the CourseV3.dat File
- Example of Updating a Section Title and the Sequencing Rule Using the CourseV3.dat File
- Example of Updating an Activity Title and Completion Rule Using the CourseV3.dat File
- Example of Updating Oracle Learning Course Publish End Dates Using HCM Data Loader
- Guidelines for Loading a Course to Oracle Learning Using Course
- Example of Loading an Oracle Learning Course Using Course
- Guidelines for Loading Offerings to Oracle Learning
- Example of Loading an Offering to Oracle Learning Using Offering
- Guidelines for Loading the Custom Pricing of an Oracle Learning Offering
- Examples of Loading the Custom Pricing of an Oracle Learning Offering
46 Loading Specializations to the Learning Catalog
- Guidelines for Loading Specializations to Oracle Learning Using SpecializationV3
- How Completion and Sequencing Rules Map to Learning Section Attributes in SpecializationV3
- How Completion and Sequencing Rules Map to Learning Activity Attributes in SpecializationV3
- Example for Loading an Entire New Specialization Hierarchy with Sections and Activities Using the SpecializationV3.dat File
- Guidelines for Loading Specializations to Oracle Learning Using Specializations
- Example of Loading a Specialization to Oracle Learning Using Specialization
47 Delete and Reconcile Changes to Sections and Activities in Oracle Learning Offerings and Specializations
- Delete an Offering Section in Oracle Learning
- Delete an Offering Activity in Oracle Learning
- Delete a Specialization Section in Oracle Learning
- Delete a Specialization Activity in Oracle Learning
- Reconciliation Process for Section and Activity Changes in Oracle Learning Offerings and Specializations
48 Loading Default Access for Learning Courses, Offerings, and Specializations
- Guidelines for Loading the Default Access of an Oracle Learning Course
- Guidelines for Loading the Default Access of an Oracle Learning Offering
- Guidelines for Loading the Default Access of an Oracle Learning Specialization
49 Loading Offering Activities to the Learning Catalog
- Guidelines for Loading an Instructor-Led Training (ILT) Activity for an Oracle Learning Offering
- Example of Loading an ILT Activity for an Oracle Learning Offering
- Guidelines for Loading Ad Hoc Resources for ILT Offering Activities in Oracle Learning
- Guidelines for Loading Instructor Reservations for an ILT Offering Activity in Oracle Learning
- Guidelines for Loading a Self-Paced Offering Activity for an Oracle Learning Offering
- Example of Loading a Self-Paced Activity for an Oracle Learning Offering
50 Loading Learning Assignments and Recommendations
- Guidelines for Loading an Assignment or Recommendation to Oracle Learning
- Toolkit for Updating LearningRecord
- General Validations Done When Loading Oracle Learning Assignments and Recommendations
- Date Validations Done When Loading Oracle Learning Assignments and Recommendations
- Completed to Deleted Learning Assignment Status Change
- Active to Deleted Learning Assignment Status Change
- Lookups Used with the LearningRecord Object
- Supported Create and Update Statuses When Loading Assignments to Oracle Learning
- Example of Loading Midstream Legacy Assignments Without eLearning Completion Details to Oracle Learning
- Example of Loading eLearning Completion and Renewal Details for Legacy Learning Assignments in Oracle Learning
- Supported Create and Update Statuses When Loading Learning Assignments on Behalf of Line Managers
- Example of Creating a Learning Assignment on Behalf of Line Managers Using the LearningRecord Object
- Example of Updating a Learning Assignment on Behalf of Line Managers Using the LearningRecord Object
- Example of Purging a Learning Assignment on Behalf of Line Managers Using the LearningRecord Object
- Guidelines for Purging Oracle Learning Assignments
- How to Load External Learning Records to Oracle Learning
- How to Load Learning Assignment Completions for Employees Who Are No Longer Active
51 Loading Activity Attempts for Offering Learning Assignments
- Guidelines for Updating an Activity Attempt in Oracle Learning Using LearningRecordActivityAttemptV3
- Example of Updating Activity Attempts in Oracle Learning Using LearningRecordActivityAttemptV3
- Guidelines for Updating an Activity Attempt in Oracle Learning Using LearningRecordActivityAttempt
- Example of Creating an Activity Attempt in Oracle Learning Using LearningRecordActivityAttempt
52 Loading Learning Classroom and Instructor Resources
- Guidelines for Loading a Learning Classroom Resource
- Examples of Loading Classroom Resources to Oracle Learning
- Guidelines for Loading a Learning Classroom Resource Translation
- Guidelines for Loading a Learning Instructor Resource
- Guidelines for Loading Training Suppliers to Oracle Learning
53 Loading Learning Prerequisites and Outcomes
- Guidelines for Loading Course and Specialization Prerequisites to Oracle Learning
- Guidelines for Loading Course and Specialization Outcomes to Oracle Learning
- Guidelines for Creating Prerequisite and Outcome Profile Relations for Oracle Learning Courses and Specializations
54 Loading Learning Access Groups and Community Relations
- Guidelines for Loading a Global Access Group Relation to Oracle Learning
- Example of Loading a Global Access Group Relation to Oracle Learning
- Guidelines for Loading a Community Relation to Oracle Learning
55 Loading Noncatalog and Legacy Learning Learning Items
- Guidelines for Loading a Noncatalog Learning Item to Oracle Learning
- Guidelines for Loading Noncatalog Learning Item Translations to Oracle Learning
- Guidelines for Loading Legacy Learning Items to Oracle Learning
- Example of Loading Legacy Learning Items to Oracle Learning
- Guidelines for Loading Legacy Learning Item Translations to Oracle Learning
- Example of Loading Legacy Learning Item Translations to Oracle Learning
56 Loading Course, Offering, Activity, and Specialization Translations to the Learning Catalog
- Guidelines for Loading Course Translations to Oracle Learning
- Guidelines for Loading Offering Translations to Oracle Learning
- Guidelines for Loading Instructor-Led Offering Activity Translations to Oracle Learning
- Guidelines for Loading Self-Paced Offering Activity Translations to Oracle Learning
- Guidelines for Loading Default Offering Pricing Translations to Oracle Learning
- Guidelines for Loading Specialization Translations to Oracle Learning
- Guidelines for Loading Specialization Section Translations to Oracle Learning
57 Loading Absences Objects
- Guidelines for Loading Absence Entry
- Example of Loading Accrual Plan Enrollments
- Example of Loading Absence Qualification Plan Entitlement
- Examples of Loading Absence Entry
- Examples of Loading Carryover Balance
58 Loading Benefits Objects
- Example of Loading Beneficiary Enrollments
- Example of Loading Person Beneficiary Organizations
- Example of Loading Dependent Enrollments
- Example of Loading Participant Enrollments
- Example of Loading Person Benefit Group
- Example of Loading Person Benefit Balance
- Example of Loading Person Habits
59 Loading Recruiting Objects
- Candidates
- Candidate Job Applications
- Candidate Pool
- Geography Hierarchy
- Job Referrals
- Job Requisitions
- Prospect
- Job Offers