Add a Role to a Predefined Spreadsheet Template

Your business users may need to load data in bulk from HCM Spreadsheet Data Loader spreadsheets in their work areas, or from the Run Spreadsheet Data Loader task. You need to assign which roles can generate and use the spreadsheets.

This topic describes how to add roles to predefined spreadsheet templates.

Suppose you want users with the Human Resource Specialist role to load grades on the Manage Grades page in the Workforce Structures work area. Follow these steps:

Sign in with the Human Capital Management Integration Specialist job role or privileges.
Select Navigator > My Client Groups > Data Exchange
In the Data Exchange work area, select Spreadsheet Templates.
On the Templates page, search for the Grade (ORA_PER_GRADE) spreadsheet template.

Tip:
The codes of predefined spreadsheet templates begin with the characters ORA_.
Click the template name in the search results to open the spreadsheet template for editing.
Click the Manage Role Access tab in the spreadsheet template.
Click the Add icon in the Permitted Data Set Operations section of the Manage Role Access page.
Select the Human Resource Specialist role in the Search and Select Roles dialog box and click Add.

Your role appears in the Permitted Data Set Operations section. The Create and Save options are selected automatically. They mean that users with this role can create data sets in spreadsheets generated from the template and save them.
Select Upload to let users upload their data. Select View All to let users view spreadsheets generated by other users from the template.
Click Save then Done.

Tip:

You can't change the attributes in a predefined spreadsheet template, but you can set the template parameters and manage role access.

Note:

You may need to define a custom role to access spreadsheet templates if your preconfigured role doesn't grant access to the Load Data using HCM Spreadsheet Data Loader (ORA_HRC_LOAD_DATA_USING_HSDL) function security privilege.