Loading Worker Using HCM Data Loader

Loading Worker
Using HCM Data Loader

Oracle Human Capital Management Cloud 11g Release 9 (11.1.9)
ORACLE WHITE PAPER
JUNE 2015
Table of Contents
Introduction
How to Use the Information in This Document
Worker
1
1
2
Considerations and Prerequisites for Worker
Person
Oracle Human Capital Management Cloud Employment Model Overview
Configuration of the Employment Model
Actions / Action Reasons Framework
Person Types
Assignment Status Types
Worker Hierarchy
Loading New Workers
Worker
Person Name
10
Person Legislative Data
12
Work Relationship
13
Employment Terms
15
Assignment
18
Contract
21
User Information
22
Person User Manual Roles
22
Person E-mail
23
Worker Extra Information
24
Employment Terms Extra Information
25
Assignment Extra Information
26
Loading Supervisors
27
Employment Terms Manager
27
Assignment Manager
28
Updating Existing Workers
29
Update Modes
29
Work Relationship Changes
31
LOADING WORKER USING HCM DATA LOADER
ESS Jobs after Loading Workers
32
Deletion Support for Worker
33
Table of Figures
Figure 1: Two-tier Employment Model ...................................................................................................................... 3
Figure 2: Three-tier Employment Model ................................................................................................................... 4
Figure 3: Hire an Employee .................................................................................................................................... 10
Figure 4: Personal Details ...................................................................................................................................... 12
Figure 5: Legislative Information ............................................................................................................................. 13
Figure 6: Work Relationship ................................................................................................................................... 15
Figure 7: Assignment.............................................................................................................................................. 18
Figure 8: Person E-Mail .......................................................................................................................................... 24
Figure 9: Manager Details ...................................................................................................................................... 29
2 | LOADING WORKER USING HCM DATA LOADER
Introduction
Whether implementing Oracle Human Capital Management Cloud (Oracle HCM Cloud) Global Human
Resources for the first time or providing regular updates, you can create Worker records using HCM
Data Loader.
For general information about preparing data for loading using HCM Data Loader or the HCM Data
Loader file format, see the HCM Data Loader Users Guide (MOS Doc ID: 1664133.1).
How to Use the Information in This Document

This document provides a separate section for each business object that it describes. Each section
covers the following topics:
Considerations and Prerequisites What to consider before attempting to load data
Loading Describes the business object hierarchy. For each business object component, a table of
the attributes that are commonly supplied when creating new records is provided. These tables
have the following columns:
HCM Data Loader Attribute The attribute name to supply when providing your data in the
business object data (.dat) file. Attribute names with a *1 suffix are foreign-object references
that support the integration key types. As source keys are recommended where possible, the
document describes how to supply source key values. User key attributes are identified for
when you do not have the source key value.
User Interface Prompt The prompt seen on the user interface. The data that you supply in
the associated attribute derives this field value, which is not necessarily the same as the value
that you supply. For example, for the Location field on an Organization page you can supply
the Oracle HCM Cloud surrogate ID, source key, or Oracle HCM Cloud GUID to identify the
location uniquely. The value seen on the user interface will be the location name.
If the User Interface Prompt is prefixed with an asterisk (*), then the attribute is mandatory
when you create a new record.
Functional Description Additional information describing the attribute and how to supply
valid values.
Errors Identifies errors that may occur when loading data for the business object. Information
about resolving the error is provided.
Deletion Support Describes the extent to which the business object supports data deletion. Some
objects do not support deletion, while others may support deletion of child records only.
Translation Information on how to provide translation data for the translatable attributes in the
business object hierarchy.
Worker
The Worker business object includes all Global HR information related to a person.
You can find more details about the different components of the Worker business object in the Loading Worker
section.
You can use the Worker business object to load data through HCM Data Loader during data conversion or any other
situation where data need to be loaded in bulk.
Considerations and Prerequisites for Worker

Person
Person Number
Each person is assigned a unique person number, regardless of the person type or number of work relationships.
There is an enterprise option for Person Number Generation Method of either manual or automatic. If the customer
wishes to convert people with legacy person numbers and still use the automatic number generation method, then
set the person number generation method to automatic and still pass the legacy person number as part of the
worker object. The customer is expected to set the Initial Person Number attribute at the enterprise to the highest
legacy person number plus one, so that the automatic person number generation will continue the legacy sequence.
Alternatively, if the customer does not pass a person number, the application will automatically assign the person
number using the Initial Person Number as the starting person number.
Primary Records
When creating multiple addresses, phone numbers, or e-mail addresses for one person, one of the records must be
marked as primary. This is achieved using the PrimaryFlag. To ensure that multiple occurrences are loaded
correctly, they must be processed together. To achieve this, the parent worker record should be included in the file.
If the worker already exists in Oracle HCM Cloud, only the primary key attributes of the worker record need to be
included.
Oracle Human Capital Management Cloud Employment Model Overview

Two-Tier Employment Model
The simpler version of the Oracle HCM Cloud employment model is based on two different tiers:
Work relationship
Assignment
Figure 1: Two-tier Employment Model
A person can have a work relationship with a particular legal employer for a particular period of time. Example, John
Smith has been an employee of the Vision Services legal employer since 1st January 2005.
The work relationship with the legal employer qualifies the person an employee, contingent worker, nonworker, or
pending worker and includes information about the period of service.
With the term contingent worker is a provisional worker who works for an organization on a non-permanent basis,
also known as freelancers, independent professionals, temporary contract workers, independent contractors, or
consultants.
With the term nonworkers, we refer to those people who are ex-workers (for example, retirees), or who have never
been workers (for example, beneficiaries, students), but need to be considered for benefits and payment processing.
With the term pending worker, we refer to a person who will be hired or start a contingent worker placement and for
whom you create a person record that is effective before the hire or start date. When the new hire or placement is
finalized, you convert the new worker to the proposed worker type. For example, when a new employee's hire is
completed, you convert the pending worker record to an employee record. Therefore, the pending-worker functions
provide greater control of the hiring process than simply hiring an employee or adding a contingent worker with a
future start date. A person who already has a person record cannot be a pending worker.
The work relationship provides the context in which a persons assignments exist. All work relationships must
contain at least one assignment. However, a person can have multiple assignments in a single work relationship.
The assignment is a set of information, including job, position, pay, compensation, manager, working hours, and
work location that defines a workers or nonworkers role for a legal employer.
A person can have any or all of employee, contingent worker, and nonworker work relationships concurrently.
Example John Smith has been an employee for the Vision Services legal employer since 1st January 2005 and a
contingent worker for the same legal employer since 1st January 2007.
A person can also have more than one active work relationship of the same type. In this case the work relationships
must reference different legal employers. Example, John Smith has been an employee for the Vision Services legal
employer since 1st January 2005 and an employee for the Vision Canada Operations legal employer since 1st
January 2007.
Three-Tier Employment Model

The three-tier employment model is based on:
Work relationship
Employment terms (also referred to as work terms)
Assignment
Figure 2: Three-tier Employment Model
Within a particular work relationship an employee can have multiple concurrent sets of employment terms. Within
any set of employment terms an employee can have multiple assignments, which are related to different types of
actual activities or works that need to be tracked independently.
The employments terms are conditions that have been agreed with the employee and are common across all types
of activity. Example, John Smith is an employee for the legal employer Vision Services. He has been engaged with
a G3 grade and with a salary of $25000 per annum, this is his first set of employment terms. John Smith performs
two activities that need to be tracked independently; he is an Architect in the IT Projects department and a
Consultant in the Consulting Services department, two assignments for his employment term.
The conditions captured in the employment terms can be the basis of a contract stipulated by the legal employer
and employee.
Configuration of the Employment Model

The use of the employment terms is not mandatory. Companies who do not use employment terms do not need to
configure them or see them in the user interface. The two-tier single assignment employment model is the default
configuration.
You can configure the employment model at enterprise and legal employer level. If the employment model of a legal
employer is not provided during setup, the legal employer inherits the same employment model setup as the
Enterprise.
Supported employment models:
Two-Tier Multiple Assignment (2NTMA)
Two-Tier Single Assignment (2NTSA)
Three-Tier Single Employment Terms Multiple Assignments (3STMA)
Three-Tier Single Employment Terms Single Assignment (3STSA)
Three-Tier Multiple Employment Terms Multiple Assignments (3MTMA)
Three-Tier Multiple Employment Terms Single Assignment (3MTSA)
Two-Tier Single Contract Single Assignment (2SCSA)
The employment model is configured during the implementation phase. You cannot change it between two and
three tiers, and vice versa, once work relationships have been created.
When you create assignments and employment terms using HCM Data Loader, you have to always take into
account that the possibility to create multiple assignments and employment terms is determined by the employment
model that is applicable for the work relationship.
In case of multiple work relationships and assignments, specifying which work relationship and assignment are
primary becomes important.
You can use the primary flag on the work relationship to mark the primary work relationship. You cannot have more
than one primary work relationship at any point in time.
Within a work relationship, an assignment is marked as primary. Each work relationship must have one and only one
primary assignment at any point in time.
Other Configuration Options for the Employment Model

Allow Employment Terms override at Assignment level
When creating a worker via the user interface, employment terms attributes are automatically defaulted to the
related assignment attribute values. The possibility to override these attributes on the different assignments is
configurable using the Allow Employment Terms override at Assignment level option. You can configure this
option at the Enterprise and Legal Employer level. Three choices are available:
Choice
Description
No
The assignment attributes are defaulted from the employment terms and cannot
be overridden. On the employment user interfaces they are displayed as read
only.
When supplying data for loading using HCM Data Loader, the attributes are not
defaulted.
The attribute values for the employment terms must match those supplied for the
assignment.
Yes
The employment terms attributes are defaulted but can be overridden on the
assignment. On the employment user interfaces they are all editable.
When supplying data for loading using HCM Data Loader, the attributes are not
defaulted.
The attribute values for the employment terms may not match those supplied for
the assignment.
Set on Employment Terms
This option gives the HR Specialist the possibility to decide on a case by case
basis if the employment terms can be overridden at the assignment level.
Actions / Action Reasons Framework

The changes to the employment data are classified using an action and optionally an action reason. The available
actions and action reasons are visible in FSM (Manage Actions task).
The following employment objects include a mandatory Action Code attribute and optional Reason Code attribute:
Work Relationship
Employment Terms
Assignment
Assignment Grade Steps
Assignment Manager
Assignment Work Measure
Employment Terms Work Measure
Employment Terms Grade Steps
From a setup perspective, actions are grouped by action type.

Action Types
Action types are seeded by Oracle and have the purpose to classify the actions depending upon their business
rules. You cannot create your own action types, but you can create new actions and link them to the existing action
types.
Person Types
Person types, sometimes referred to as user person types, are subcategories of the predefined system person
types, such as employee and nonworker. Each system person type has a single person type by default, which has
the same name as the system person type. You can define additional person types for each system person type.
For example, for the system person type nonworker you could define the person types - intern, retiree, volunteer,
and counselor.
Person Types can be configured in FSM (Manage Person Types).
Assignment Status Types

The predefined assignment status values indicate whether an assignment is active, inactive, or suspended and
whether the assignment is eligible for payroll processing.
You can view existing Assignment Status Types or configure new ones in FSM (Manage Assignment Status).
Any objects referenced by your worker data must exist in Oracle HCM Cloud before loading your worker data. This
is true for referenced lookup codes also. If your worker data reference an object or value that does not exist in
Oracle HCM Cloud your worker will fail to load.
Worker Hierarchy
Worker data must be supplied in the Worker.dat file for processing by HCM Data Loader.
WORKER HIERARCHY
Component
Functional Description
Discriminator
Worker
Person working for an enterprise, for example an employee or contingent worker
Worker
Person Address
Address for a Worker.
PersonAddress
Person Citizenship
State or nation that a person identifies as being a native or naturalized member of

and is entitled to its protection. A person may have many citizenships
PersonCitizenship
Person Delivery
Method
The types of communication methods for a worker, for example, IM, web address
and so on.
PersonDeliveryMethod
Person Drivers
License
Driving license details for a worker.
PersonDriversLicense
Person E-Mail
E-mail address of a particular type for a worker, for example an employee can have
home and work e-mail addresses.
PersonEmail
Person Ethnicity
Name of the cultural or racial group a worker belongs to. Ethnicity values are defined
by legislation
PersonEthnicity
Person Legislative
Data
Worker data specific to a legislation. For example, marital status, gender, and
highest education level.
PersonLegislativeData
Person Name
Common and legislative-specific name components for a worker. For example, last
PersonName
name, first name and middle names. The name may also be entered in an alternative
character set.
Person Religion
Group that a person belongs to in reference to their fundamental beliefs and

practices. Religions are defined by legislation.
PersonReligion
User Information
A user is or was a worker authorized access to the application. It is given one or

more Enterprise Roles that grant access to various functions and data within the
application.
PersonUserInformation
Role to be manually granted to the user, in addition to the auto-provisioned roles.
PersonUserManualRoles
Person Visa
Details of a workers visa or work permit, for example, number, type, status, issuing
authority and so on.
PersonVisa
Work Relationship
A work relationship is the highest level in the employment model and exists for every
worker for a Legal Employer. This layer holds information regarding the type of
relationship that exists between the worker and the enterprise.
WorkRelationship
Person User
Manual Roles
Employment Terms The second level in the employment model that captures the terms and conditions
associated with one or more assignments.
Assignment
WorkTerms
The lowest level in the employment model that identifies the details of the work to be
performed. This entity stores work terms and assigned records for employees,
contingent workers, nonworkers, and pending workers. The distinguishing attribute
for the various types of record is the Assignment Type.
Assignment
Assignment
Work Measure
Defines information about the HR budget values for an assignment. An assignment

may be budgeted using headcount, Full Time Equivalent, points or any other user
defined units.
AssignmentWorkMeasure
Assignment
Manager
Supervisor for a particular assignment records; facilitates different relationships

between a person and a particular supervisor. For examples, a worker can have a
line manager who manages the person overall and a project manager who controls
projects and organizes resources and people.
AssignmentSupervisor
Component
Discriminator
Assignment
Grade Steps
Identifies an increment within an assignment grade. A step rate value is associated

with each grade step usually. Grade steps are date effective.
AssignmentGradeSteps
Assignment
Extra
Information
The extensible flexfield data for the Assignment.
AssignmentExtraInfo
Contract
Defines the contract associated with employment terms, for example, contract type
and duration.
Contract
Employment
Terms Grade
Steps
Identifies an increment within an employment terms grade. A step rate value is

associated with each grade step usually. Grade Steps are date effective.
WorkTermsGradeSteps
Employment
Terms Manager
Supervisor for a particular work terms record; facilitates different relationships

between a person and a supervisor. A person can have a line manager who
manages the person overall and a project manager who controls a project and
organizes resources and people.
WorkTermsSupervisor
Employment
Terms Work
Measure
Defines information about the HR budget values for a work terms record. Work terms WorkTermsWorkMeasure
may be budgeted using headcount, Full Time Equivalent , points or any other user
defined units
Employment
Terms Extra
Information
The extensible flexfield data for the Employment Terms.
WorkTermsExtraInfo
The extensible flexfield data for the Worker.
WorkerExtraInfo
Worker Extra
Information
Loading New Workers

It is recommended that when loading a new worker, only the following mandatory components are supplied, with the
full date-effective history you require for each worker:
Worker
Person Name
Work Relationship
Employment Terms
Assignment
The reason for this recommendation is that you should aim at getting the workers loaded in the system.
In order to achieve that, few components are required. Once this objective has been achieved you can focus on
additional data.
When migrating data, volumes are usually extremely high. To efficiently create the workers only supply the
mandatory components so that downstream objects can also be loaded, such as salary and element entries.
If you are using a three-tier employment model, or the two-tier Single Contract Single Assignment (2SCSA)
model you must also supply:
Contract
Contracts cannot be loaded individually.
If you need to assign an existing user or manual user roles to your new Worker record, then also include:
User Information
The User Information and Person User Manual Roles record types can only be supplied for new workers and cannot
be provided separately, or updated later.
You can setup different behaviors for user account generation.

The Manage Enterprise HCM Information task includes the User and Role Provisioning Information section with the
Default User Name Format attribute that specifies how the user name is created.
The attribute provides different options for defaulting the user name, including Person number, Party number,
Primary work e-mail, and "Defined by Oracle Identify Management".
Based on the selection chosen for your enterprise, the user name will be generated accordingly.
However, if you provide the user name in the worker service, then that user name will be used to override the
Enterprise-level setting.
If you have chosen to use Primary work e-mail for your new workers, then you must make sure you include:
Person E-Mail
Worker
The worker record holds details such as the person number, date of birth, country of birth, blood type and
correspondence language.
The discriminator Worker is used to load worker records using HCM Data Loader. The following Worker attributes
are commonly used when loading a new Worker. Other optional attributes may be available.
To identify the attribute names for deployed flexfield segments, generate the Worker template file.
WORKER ATTRIBUTES
HCM Data Loader
User Interface Prompt
SourceSystemId/
SourceSystemOwner
Person Number
You must provide a unique reference for the record being created. Either supply a
source key, or alternatively supply the user key attributes; PersonNumber.
EffectiveStartDate
* Hire Date
For new worker records the hire date for the worker. For date-effective updates the
start date of the change.
Attribute
If left blank this will default to the end of time. Note: workers are not end-dated, so
if supplying the latest date-effective change, leave this attribute blank.
EffectiveEndDate
PersonNumber
Person Number
If you have configured for person numbers to be automatically generated then you
must supply a source key to uniquely reference this record. This same reference
must then be supplied for all child components using the PersonId
(SourceSystemId) attribute and hint.
StartDate
* Hire Date
Start date of person record on system, always equal to earliest

effective_start_date on per_all_people_f.
ActionCode
* Hire Action
The action performed, for example HIRE.
HCM Data Loader
ReasonCode
* Hire Reason
Optional, the reason for the action.
DateOfBirth
Date of Birth
The date of birth.
Attribute
ApplicantNumber
Unique number for people who are applicants. This is in addition to

PersonNumber, allowing global tracking of applicants.
BloodType
The blood type of the worker. This attribute is validated using the lookup
BLOOD_TYPE.
FLEX:PER_PERSON
S_DFF
Only supply if loading Persons Attributes DFF data. The context for the DFF data
is supplied against this attribute.
The value supplied will derive the value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types: Oracle HCM Cloud surrogate ID, Oracle HCM Cloud GUID,
source key, and user key.
Figure 3: Hire an Employee

Navigation: New Person - Hire an Employee
Person Name
The person name record holds the common and legislative specific components of the workers name.
Person names will always be created with both a global name and local name. Based on the name type passed, the
other name will be automatically derived. If there is a need for a persons name to be in 2 different character sets,
the local name can be populated with the locally specific name. The typical use case is that only the Global Name is
required and the application will copy the Global Name to the Local Name automatically.
When a core name field is not available for a legislation, for example Last Name Kanji for the Japanese legislation,
the data is stored in one of the NameInformation attributes. The person name styles table stores the mapping of the
name style to the name attributes.
The discriminator PersonName is used to load Person Name records using HCM Data Loader. The following
PersonName attributes are commonly used when loading a new worker. Other optional attributes may be available.
PERSON NAME ATTRIBUTES
HCM Data Loader
SourceSystemId/
SourceSystemOwner
* Person Number
You must provide a unique reference for the record being created. Due to a
problem with the user key defined for this record you must supply a source key if
you are supplying date-effective history for person name. If no date-effective history
is being supplied you can alternatively supply the user key attributes;
PersonNumber, EffectiveStartDate, and NameType.
PersonId*
* Person Number
Attribute
* Name Type
Unique reference to the person this name is for. If using user keys supply the
PersonNumber attribute.
If you supplied a source key for the Worker record, supply the same
SourceSystemId value here and add the source key hint to this attribute name, for
example: PersonId(SourceSystemId).
EffectiveStartDate
* Effective Start Date
The start date of the person name or the update to the person name if supplying
date-effective history. For the first date-effective record, this must match the
EffectiveStartDate supplied for the Worker record.
EffectiveEndDate
Effective End Date
If you are supplying date-effective history the last day of the date-effective changes.
If left blank, this record will continue until the end of time.
LegislationCode
The country context for the name.
NameType
Enter local name checkbox
The type of name. Valid values are GLOBAL or LOCAL
LastName
* Last Name
The persons last name.
FirstName
First Name
The persons first name.
MiddleNames
Middle Name
The persons middle names.
Title
Title
The persons title, the means of address the person. This attribute value is
validated using the TITLE lookup.
The persons previous last name.
PreviousLastName
User Key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
PersonNumber
Person Number
Used to uniquely identify the parent worker record if using user keys. Supply the
person number specified for the Worker record.
This is not required if you supplied a source key to reference the parent Worker
record.
Figure 4: Personal Details

Navigation: New Person - Hire an Employee - Person Information
Person Legislative Data

The legislative data record holds information such as the persons gender and marital status.
The discriminator PersonLegislativeData is used to load person legislative data records using HCM Data Loader.
The following PersonLegislativeData attributes are commonly used when loading a new worker. Other optional
attributes may be available.
PERSON LEGISLATIVE DATA ATTRIBUTES
HCM Data Loader
SourceSystemId/
SourceSystemOwner
* Person Number
you are supplying date-effective history for the legislative data. If no dateeffective history is being supplied you can alternatively supply the user key
attributes; PersonNumber, EffectiveStartDate, LegislationCode.
PersonId*
* Person Number
Unique reference to the person this legislative data is for. If using user keys
supply the PersonNumber attribute.
Attribute
SourceSystemId value here and add the source key hint to this attribute name
for example, PersonId(SourceSystemId).
EffectiveStartDate
The start date of the legislative data or the update to the legislative data if
supplying date-effective history. For the first date-effective record, this must
match the EffectiveStartDate supplied for the Worker record.
EffectiveEndDate
Effective End Date
If supplying date-effective history the last day of the date-effective changes. If

left blank, this record will continue until the end of time.
LegislationCode
The legislation code, derived from the legal entity.
MaritalStatus
Marital Status
The marital status of the worker. This attribute is validated using the
MAR_STATUS lookup.
Sex
Gender
Gender. This attribute is validated using the SEX lookup.
HighestEducationLevel
Highest Education Level
Legislation specific value that indicates the highest level of education for the
person. This attribute is validated using the
PER_HIGHEST_EDUCATION_LEVEL lookup.
HCM Data Loader

Attribute
FLEX:PER_PERSON_L
EGISLATIVE_DFF
Only supply if loading Person Legislative Attributes DFF data. The context for
the DFF data is supplied against this attribute.
FLEX:PER_PERSON_L
EGISLATIVE_DATA_L
EG_DDF
Only supply if loading Person Legislative Information DFF data. The context
for the DFF data is supplied against this attribute.
PersonNumber
* Person Number
Used to uniquely identify the parent worker if using user keys. The person
number specified for the Worker record.
record.
Figure 5: Legislative Information

Navigation: New Person - Hire an Employee - Person Information
Work Relationship
A work relationship is the highest level in the employment model and exists for every worker for a Legal Employer.
This layer holds information regarding the type of relationship that exists between the person and the enterprise.
The discriminator WorkRelationship is used to load worker records using HCM Data Loader. The following
WorkRelationship attributes are commonly used when loading a new worker. Other optional attributes may be
available.
WORK RELATIONSHIP ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId/
SourceSystemOwner
* Person Number
* Legal Employer
* Start Date
You must provide a unique reference for the record being created. Either
supply a source key, or alternatively supply the user key attributes;
LegalEmployerName, PersonNumber, DateStart, and WorkerType.
HCM Data Loader
User Interface
Attribute
Prompt
LegalEmployerName
* Legal Employer
The name of the legal entity.
PersonId *
* Person Number
Unique reference to the person this work relationship is for. If using user keys
supply the PersonNumber attribute.
SourceSystemId value here and add the source key hint to this attribute name,
that is, PersonId (SourceSystemId).
DateStart
* Start Date
WorkerType
The start date of the period of employment.

Specifies if this period of service is for an Employee, Contingent worker,
Pending worker, or nonworker.
It is validated using the PER_PERSON_TYPE lookup.
Valid values are:
LegalEntityId*1
E Employee
C Contingent worker
P Pending worker
N Nonworker
The legal entity for this period of service. If using user keys supply a value for
the Organization attribute.
This attribute also supports the integration key type values. If you supplied a
source key when creating the legal entity you can supply the same value here
by appending the source key hint to the attribute name, for example
LegalEntityId(SourceSystemId).
ActionCode
The action performed for this period of service record. For example; hire, add
pending worker, manager change and so on.
PrimaryFlag
Specify Y if this is the primary employment period for the legal entity.
LegalEmployerSeniorityDate Legal Employer Seniority

Date
Original date of hire.
EnterpriseSeniorityDate
Adjusted Service Date. For example, a rehire that was part of an acquisition.
All of his plans might use original hire date if rehired within 90 days of
termination except a 401k plan which might use adjusted service date which
was originally populated upon acquisition.
Enterprise Seniority Date
FLEX:PER_PPS_DF
Supply only if loading Work Relationship Attributes descriptive flexfield data.

The context of the descriptive flexfield data is supplied against this attribute.
FLEX:PER_PPS_LEG_DDF
Supply only if loading Work Relationship Legislative Information descriptive

flexfield data. The context of the descriptive flexfield data is supplied against
this attribute.
PersonNumber
* Person Number
Used to uniquely identify the parent work relationship if using user keys. The
This is not required if you supplied a source key to reference the parent
Worker record.
Figure 6: Work Relationship

Navigation: New Person - Hire an Employee - Employment Information
Employment Terms
The employment terms captures the terms and conditions associated with one or more assignments.
The discriminator WorkTerms is used to load Employment Term records using HCM Data Loader. The following
WorkTerms attributes are commonly used when loading a new worker. Other optional attributes may be available.
EMPLOYMENT TERMS ATTRIBUTES
HCM Data Loader

Attribute
User Interface Prompt Functional Description
SourceSystemId/
SourceSystemOwner
* Assignment Number
source key, or alternatively supply the user key attributes; AssignmentNumber.
AssignmentNumber
* Assignment Number
Uniquely identifies the employment terms.
* Person Number
Unique reference to the parent work relationship. If using user keys supply values
for these attributes: LegalEmployerName, PersonNumber, DateStart,
WorkerType.
PeriodOfServiceId
*1
* Legal Employer Name

* Start Date
* Worker Type
If using source keys supply the value SourceSystemId value from the
WorkRelationship record and add the source key hint to this attribute name, that
is, PeriodOfServiceId (SourceSystemId).
EffectiveStartDate
Effective Start Date
The start date of the employment terms record or the update to the employment
terms if you are supplying date-effective history.
EffectiveEndDate,
Effective End Date
If you are supplying date-effective history, the last date of the date-effective
changes. If supplying multiple changes per day (MCPD) and this is not the last
change for the EffectiveStartDate, the EffectiveEndDate must have the same
value as the EffectiveStartDate. If left blank the employment terms will continue
on until the end time.
EffectiveSequence
Employment terms supports multiple changes per day (MCPD). If this is the first
change for the EffectiveStartDate, supply a value of 1. Later changes on the same
EffectiveStartDate must have a unique and sequential EffectiveSequence. If left
blank, the next available sequence for the EffectiveStartDate will be assigned, but
this attribute cannot be left blank if supplying date-effective history for a new
worker.
EffectiveLatestChange
A value of Y tells Oracle HCM Cloud that this record is the last change for the
EffectiveStartDate for a worker. All changes for the same worker, for the same
EffectiveStartDate that are not the last change on that date must have a value of
N.
ActionCode
* Action
The action performed for this employment terms record. For example; hire, add
HCM Data Loader

Attribute
PersonTypeId*1
The unique reference to the person type. Person type examples are Assignee,
Consultant, Expatriate, Agency/Temp, Apprentice, Contractor, and Trainee.
If using user keys supply the PersonType attribute.
This attribute also supports the integration key type values by appending the
appropriate hint to the attribute name.
PositionId
*1
Position
The unique reference to the workers position. If using user keys supply the
PositionCode attribute.
JobId*1
Job
The unique reference to the workers job. If using user keys supply the JobCode,
BusinessUnitShortCode attributes.
OrganizationId*1
The unique reference to the workers department. If using user keys supply the
DepartmentName attribute.
ReportingEstablishment Reporting Establishment
The workers reporting establishment.
LocationId*
The unique reference to workers location. If using user keys, supply the
LocationCode and BusinessUnitShortCode attributes.
Location
WorkerCategory
Worker Category
The worker category. This attribute is validated using the EMPLOYEE_CATG

lookup.
AssignmentCategory
Assignment Category
The assignment category. This attribute is validated using the EMP_CAT lookup.
PermanentTemporary
Regular or Temporary
Is the worker regularly or temporary?
FullPartTime
Full Time or Part Time
Is the worker full or part time?
NormalHours
Standard Work Hours
The normal working hours.
StartTime
Start Time
The work day normal start time.
EndTime
End Time
The work day normal end time.
PeopleGroup
People Group
If your people group key flex is configured with multiple segments, provide the
concatenated value in this attribute, separating the values with the separator you
configured for the People Group Keyflex. Example, where the separator is a full
stop '.' :
METADATA|WorkTerms|PeopleGroup|
MERGE|WorkTerms|A..C|
If your People Group Keyflex uses the pipe '|' character, you will need to prefix
this with the escape character (\) to ensure that the pipe character is not
interpreted as a new attribute value.
Example:
METADATA|WorkTerms|PeopleGroup|...
MERGE|WorkTerms|W\|\|C|...
FLEX:PER_ASG_DF
Only supply if loading Assignment Attributes DFF data. The context for the
HCM Data Loader

Attribute

DFF data is supplied against this attribute.
Only supply if loading Legislative Assignment Attributes DFF data. The
context for the DFF data is supplied against this attribute.
FLEX:PER_ASG_LEG_
DDF
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
PersonNumber
* Person Number
person number specified on the work relationship.
WorkRelationship record.
LegalEmployerName
* Legal Employer Name
Used to uniquely identify the parent work relationship if using user keys. The legal
employer name for the work relationship.
DateStart
* Start Date
Used to uniquely identify the parent work relationship if using user keys. The date
start specified on the work relationship.
WorkerType
* Worker Type
worker type specified on the work relationship.
PersonType
PositionCode
The user-defined person type.

Position
BusinessUnitShortCode
The code for the workers position.

The short code for the business unit the job and location belong to. Only required
if supplying the JobCode or LocationCode.
JobCode
Job
The code for the workers job.
DepartmentName
Department
The name of the workers department.
LocationCode
Location
The code of the workers location.
Figure 7: Assignment
Assignment
For the three-tier employment model, the assignment attribute values can differ from the employment terms.
However, for the two-tier employment model you must supply the assignment record with identical date-effective
splits and attribute values to the Employment Terms record.
The discriminator Assignment is used to load Assignment records using HCM Data Loader. The following
Assignment attributes are commonly used when loading a new worker. Other optional attributes may be available.
ASSIGNMENT ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId/
SourceSystemOwner
* Assignment Number
You must provide a unique reference for the record being created. Either
supply a source key, or alternatively supply the user key attributes;
AssignmentNumber.
AssignmentNumber
Assignment Number
Uniquely identifies the assignment.
WorkTermsAssignmentId*
Unique reference to the parent employment terms. If using user keys, supply
values for these attributes: WorkTermsNumber.
If using source keys, supply the value SourceSystemId value from the
HCM Data Loader
User Interface
Attribute
Prompt
WorkTerms record and add the source key hint to this attribute name, that is,
WorkTermsAssignmentId(SourceSystemId).
EffectiveStartDate
The start date of the assignment record or update to the assignment if you are
supplying date-effective history.
EffectiveEndDate
Effective End Date
changes. If supplying multiple changes per day (MCPD) and this is not the last
change for the EffectiveStartDate the EffectveEndDate must have the same
value as the EffectiveStartDate. If left blank the employment terms will continue
on until the end time.
EffectiveSequence
Assignment supports multiple changes per day (MCPD). If this is the first
change for the EffectiveStartDate supply a value of 1. Later changes on the
same EffectiveStartDate must have a unique and sequential
EffectiveSequence. If left blank the next available sequence for the
EffectiveStartDate will be assigned, but this attribute cannot be left blank if
supplying date-effective history for a new worker.
EffectiveLatestChange
A value of Y tells Oracle HCM Cloud that this record is the last change for the
EffectiveStartDate for a worker. All changes for the same worker, for the same
EffectiveStartDate that are not the last change on that date must have a value
of N.
PeriodOfServiceId
Unique reference to the parent work relationship. If using user keys, supply
values for these attributes: LegalEmployerName, PersonNumber, DateStart,
and WorkerType.
ActionCode
Action
PersonTypeId*1
The action performed for this assignment record. For example; hire, add
The unique reference to the person type. Person type examples are Assignee,
Consultant, Expatriate, Agency/Temp, Apprentice, Contractor, and Trainee.
If using user keys supply the PersonType attribute.
PositionId*1
Position
The unique reference to the workers position. If using user keys supply the
PositionCode attribute.
JobId*1
Job
The unique reference to the workers job. If using user keys, supply the
JobCode, and BusinessUnitShortCode attributes.
OrganizationId*1
Deparment
The unique reference to the workers department. If using user keys, supply the
DepartmentName attribute.
ReportingEstablishment
LocationId
*1
Reporting Establishment
The workers reporting establishment
Location
The unique reference to workers location. If using user keys, supply the
LocationCode, and BusinessUnitShortCode attributes.
WorkerCategory
Worker Category
The worker category. This attribute is validated using the EMPLOYEE_CATG
HCM Data Loader
User Interface
Attribute
Prompt
lookup.
AssignmentCategory
Assignment Category
The assignment category. This attribute is validated using the EMP_CAT

lookup.
PermanentTemporary
Regular or Temporary
Is the worker regularly or temporary?
FullPartTime
Full Time or Part Time
Is the worker full or part time?
NormalHours
Standard Work Hours
The normal working hours.
StartTime
Start Time
The work day normal start time.
EndTime
End Time
The work day normal end time.
PeopleGroup
People Group
If your people group key flex is configured with multiple segments provide the
concatenated value in this attribute, separating the values with the separator
you configured for the People Group Keyflex. Example, where the separator is
a full stop '.' :
METADATA|WorkTerms|PeopleGroup|
MERGE|WorkTerms|A..C|
If your People Group Keyflex uses the pipe '|' character, you will need to prefix
this with the escape character (\) to ensure that the pipe character is not
interpreted as a new attribute value.
Example:
METADATA|WorkTerms|PeopleGroup|...
MERGE|WorkTerms|W\|\|C|...
FLEX:PER_ASG_DF
Only supply if loading Assignment Attributes DFF data. The context for the
DFF data is supplied against this attribute.
FLEX:PER_ASG_LEG_DDF
Only supply if loading Legislative Assignment Attributes DFF data. The

WorkTermsNumber
Used to uniquely identify the parent employment terms if using user keys. The
work terms number for the employment terms.
WorkTerms record.
PersonType
The user-defined person type.
PositionCode
Position
The code for the workers position.
JobCode
Job
The code for the workers job.
BusinessUnitShortCode
The short code for the business unit the job and location belong to. Only
required if supplying the JobCode or LocationCode.
DepartmentName
Deparment
The name of the workers department.
LocationCode
Location
The code of the workers location.
Contract
The discriminator Contract is used to load Contract records using HCM Data Loader. The following Contract
attributes are commonly used when loading a new worker if you are using a three-tier employment model, or the two
tier Single Contract Single Assignment (2SCSA) model. Other optional attributes may be available.
CONTRACT ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId/
SourceSystemOwner
* Assignment Number
AssignmentId*
source key, or alternatively supply the user key attributes; AssignmentNumber.
Unique reference to the parent assignment. If using user keys, supply values for
these attributes: AssignmentNumber.
If using source keys supply the value SourceSystemId value from the Assignment
record and add the source key hint to this attribute name, that is,
AssignmentId(SourceSystemId).
EffectiveStartDate
The start date of the contract record or the update to the contract if you are
supplying date-effective history.
EffectiveEndDate
Effective End Date
changes. If left blank the employment terms will continue on until the end time.
ContractType
The type of contract. This attribute is validated using the CONTRACT_TYPE lookup.
Duration
The duration of the contract.
DurationUnits
The units of time in which the duration is expressed. This attribute is validated using
the QUALIFYING_UNITS lookup.
FLEX:PER_CONTRAC
T_DF
Only supply if loading Contract Attributes DFF data. The context for the DFF data
is supplied against this attribute.
FLEX:PER_CONTRAC
T_LEG_DDF
Only supply if loading Contract Legislative Informations DFF data. The context for
the DFF data is supplied against this attribute.
AssignmentNumber
* Assignment Number
Used to uniquely identify the parent assignment if using user keys. The assignment
number for the assignment.
This is not required if you supplied a source key to reference the parent assignment
record.
Figure 6: Contract
User Information
The discriminator PersonUserInformation is used to load User Information records using HCM Data Loader. The
following PersonUserInformation attributes are commonly used when loading a new worker when you want to
associate a person with an existing user, or specify the username for a new user. Other optional attributes may be
available.
This component does not accept source keys. You must provide user key values to reference the parent Worker
record.
PERSON USER ATTRIBUTES
HCM Data Loader

Attribute
PersonNumber

* not displayed
The person number supplied for the parent worker record.
UserName
Optional user name to use if creating a user record, or if using Username

matching. See the UsernameMatchingFlag attribute.
StartDate
The start date of the user account.
UserGuid
If provided a new user account will not be created. Instead the worker will be
associated with the existing user identified by the users GUID.
UsernameMatchingFlag
True or false?
If username matching is set to true then an attempt will be made to find a user
with a username that matches the value of the UserName attribute. If a user is
found then the worker will be associated with the existing user and a new user will
not be created. If not set this attribute defaults to false.
EmailMatchingFlag
Indicates if the system should attempt to look for an existing user with the value
supplied in the EmailAddress attribute. If a user is found with this E-mail address
it will be associated with the worker and a new user account will not be created.
If the UserGuid attribute is provided then E-mail matching will not be performed,
as matching on the UserGuid takes precedence.
EmailAddress
The E-mail address to use for E-mail matching. See EmailMatchingFlag
CreateUserIfNoMatchin
gEmailFlag
Indicates if a new user should be created if the E-mail address of the worker does
not match the E-mail address of any existing user. Only used when
EmailMatchingFlag is set to true.

The discriminator PersonUserManualRoles is used to load Person User Manual Roles records using HCM Data
Loader. The following PersonUserManualRoles attributes are commonly used when loading a new worker. Other
optional attributes may be available.
This component does not accept source keys. You must provide user key values to reference the parent Worker
record.
PERSON USER MANUAL ROLES ATTRIBUTES
HCM Data Loader

Attribute
PersonNumber
* not displayed
The person number supplied for the parent UserInformation record.
UserName
* not displayed
The username supplied for the parent UserInformation record.
RoleName
* not displayed
The name of the role, as displayed in the Oracle HCM Cloud interface. This
attribute is case-sensitive and you should provide an exact match.
Person E-mail
The discriminator PersonEmail is used to load Person E-mail records using HCM Data Loader. The following
PersonEmail attributes are commonly used when loading a new worker. Other optional attributes may be available.
It is advised that you only supply the Person E-mail record when creating a new worker if the user account name to
be generated uses the E-mail address.
PERSON E-MAIL ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId/
SourceSystemOwner
* Person Number
source key, or alternatively supply the user key attributes; PersonNumber,
EmailType and EmailAddress.
* Type
* Address
PersonId
*1
* Person Number
Unique reference to the person this name is for. If using user keys supply the
SourceSystemId value here and add the source key hint to this attribute name that
is, PersonId(SourceSystemId).
EmailType
* Type
The type of E-mail, for example, work or personal. This attribute is validated using
the EMAIL_TYPE lookup.
EmailAddress
* Address
The E-mail address
DateFrom
PrimaryFlag
The date the e-mail address is valid from

* Primary
Y if this is the primary E-mail address for the worker, otherwise N.
PersonNumber
* Person Number
record.
Figure 8: Person E-Mail

Navigation: New Person - Hire an Employee: Person Information
Worker Extra Information

The discriminator WorkerExtraInfo is used to load Worker Extra Information records using HCM Data Loader. The
following WorkerExtraInfo attributes are commonly used when loading a new worker. Other optional attributes may
be available.
You cannot load Worker Extra Information records independently; they must always be supplied with the parent
Worker record, in the same Worker.dat file. This restriction is removed in Release 9.7.
WORKER EXTRA INFORMATION COMPONENT
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
* Person Number
you are supplying date-effective history for the extra information data. If no dateeffective history is being supplied, you can alternatively supply the user key
attributes; PersonNumber, PeiInformationCategory, and EffectiveStartDate.
PersonId*1
* Person Number
Unique reference to the person this EFF data is for. If using user keys supply the
SourceSystemId value here and add the source key hint to this attribute name that
is, PersonId(SourceSystemId).
PeiInformationCategory
Supply the EFF context code
EffectiveStartDate
The start date of the Person EIT Information data or the update to the Person
EIT information if supplying date-effective history.
EffectiveEndDate
If supplying date-effective history the end date of the date-effective changes, If left
blank this record will continue until the end of time.
FLEX:PER_PERSON_EI
T_EFF
The context code for the EFF data is supplied against this attribute.
EFF_CATEGORY_COD
E
The category code for the EFF data is supplied against this attribute.
PersonNumber
* Person Number
record.
Employment Terms Extra Information

The discriminator WorkTermsExtraInfo is used to load Employment Terms Extra Information records using HCM
Data Loader. The following WorkTermsExtraInfo attributes are commonly used when loading a new worker. Other
You cannot load Employment Terms Extra Information records independently; they must always be supplied with
the parent Employment Terms record, in the same Worker.dat file. This restriction is removed in Release 9.7.
EMPLOYMENT TERMS EXTRA INFORMATION ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
SourceSystemOwner
* Assignment Number
you are supplying date-effective history. If no date-effective history is being
supplied you can alternatively supply the user key attributes;
AssignmentNumber, AeiInformationCategory, and EffectiveStartDate.
AssignmentId*1
* Assignment Number
Unique reference to the parent employment terms. If using user keys supply
values for these attributes: AssignmentNumber
WorkTerms record and add the source key hint to this attribute name, that is,
EffectiveStartDate
The start date of the Assignment EIT Information EFF record, or the update to
the Assignment EIT Information if supplying date-effective history.
EffectiveEndDate
Effective End Date
If supplying date-effective history, the end date of the date-effective changes. If

left blank, the EFF data will continue on until the end time.
AeiInformationCategory
InformationType
LegislationCode
The legislation code for the legal entity.
FLEX:PER_ASSIGNME
NT_EIT_EFF
The context code for the Assignment EIT Information EFF data is supplied
against this attribute.
EFF_CATEGORY_CO
DE
AssignmentNumber
* Assignment Number
assignment number for the employment terms.
employment terms record.
Assignment Extra Information

The discriminator AssignmentExtraInfo is used to load Assignment Extra Information records using HCM Data
Loader. The following AssignmentExtraInfo attributes are commonly used when loading a new worker. Other
You cannot load Assignment Extra Information records independently. They must always be supplied with the
parent Assignment record, in the same Worker.dat file.
ASSIGNMENT EXTRA INFORMATION ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
SourceSystemOwner
* Assignment Number
problem with the user key defined for this record you must supply a source key,
if you are supplying date-effective history. If no date-effective history is being
supplied you can alternatively supply the user key attributes;
AssignmentNumber, AeiInformationCategory, and EffectiveStartDate.
AssignmentId*1
* Assignment Number
Unique reference to the parent assignment. If using user keys supply values for
these attributes: AssignmentNumber.
assignment record and add the source key hint to this attribute name, that is,
EffectiveStartDate
The start date of the Assignment EIT Information EFF record, or the update
the Assignment EIT Information EFF if supplying date-effective history.
EffectiveEndDate
Effective End Date
If supplying date-effective history the end date of the date-effective changes. If

left blank the EFF data will continue on until the end time.
AeiInformationCategory
InformaitonType
LegislationCode
The legislation code for the legal entity.
FLEX:PER_ASSIGNME
NT_EIT_EFF
The context code for the Assignment EIT Information EFF data is supplied
against this attribute.
EFF_CATEGORY_CO
DE
AssignmentNumber
* Assignment Number
Used to uniquely identify the parent assignment if using user keys. The
assignment record.
Loading Supervisors
It is recommended that supervisor records are not provided with the new worker data but loaded separately in a
different zip file. This will ensure that any referenced supervisor records are created in Oracle HCM Cloud prior to
referencing them as supervisors.
You need to take into account that for every supervisor record there must be corresponding Assignment and
Employment Terms rows (either already loaded or in the .dat file) that should match with the supervisor records on
EffectiveStartDate, ActionCode and ReasonCode.

The discriminator WorkTermsSupervisor is used to load Employment Terms Manager records using HCM Data
Loader. The following WorkTermsSupervisor attributes are commonly used when loading new supervisor records.
Other optional attributes may be available.
EMPLOYMENT TERMS MANAGER ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
* Assignment Number
* Type
* Name
AssignmentId*1
* Assignment Number
source key, or alternatively supply the user key attributes; AssignmentNumber,
ManagerType and either the ManagerAssignmentNumber or
ManagerPersonNumber.
Unique reference to the parent employment terms. If using user keys supply
values for these attributes: AssignmentNumber
If using source keys supply the value SourceSystemId value from the employment
terms record and add the source key hint to this attribute name, that is,
ManagerType
* Type
The role the supervisor has with regards to the overall organization structure;
functional, project leader and so on. This attribute is validated using the
PER_SUPERVISOR_TYPE lookup.
ManagerAssignmentId*1
* Name
The unique reference to the supervisors assignment. If using user keys supply
either the ManagerAssignmentNumber or the ManagerPersonNumber attribute.
If using source keys supply the value SourceSystemId value for the supervisors
PrimaryFlag
Set to Y if this is the primary supervisor for the worker.
ActionCode
Specify the action code for this change.
ReasonCode
Specify the reason for the action performed.
FLEX:PER_ASG_SUPER
VISOR_DF
Only supply if loading Assignment Supervisors Attributes DFF data. The

AssignmentNumber
* Assignment Number
HCM Data Loader
User Interface
Attribute
Prompt
ManagerAssignmentNum
ber
* Name
ManagerPersonNumber
* Name
The assignment number of the supervisor.
This is not required if you supplied an alternative key type using the
ManagerAssignmentId attribute.
The person number of the supervisor.
Assignment Manager
The discriminator AssignmentSupervisor is used to load Assignment Manager records using HCM Data Loader.
The following AssignmentSupervisor attributes are commonly used when loading new supervisor records. Other
ASSIGNMENT MANAGER ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
* Assignment Number
* Type
* Name
AssignmentId*1
* Assignment Number
source key, or alternatively supply the user key attributes; AssignmentNumber,
ManagerType and either the ManagerAssignmentNumber or
ManagerPersonNumber.
Unique reference to the parent assignment. If using user keys supply values for
these attributes: AssignmentNumber
If using source keys supply the value SourceSystemId value from the assignment
record and add the source key hint to this attribute name, that is,
ManagerType
* Type
The role the supervisor has with regards to the overall organization structure;
functional, project leader and so on. This attribute is validated using the
PER_SUPERVISOR_TYPE lookup.
ManagerAssignmentId*1
* Name
The unique reference to the supervisors assignment. If using user keys supply
either the ManagerAssignmentNumber or the ManagerPersonNumber attribute.
If using source keys supply the value SourceSystemId value for the supervisors
PrimaryFlag
Set to Y if this is the primary supervisor for the worker.
ActionCode
Specify the action code for this change.
ReasonCode
Specify the reason for the action performed.
FLEX:PER_ASG_SUPER
VISOR_DF
Only supply if loading Assignment Supervisors Attributes DFF data. The

AssignmentNumber
* Assignment Number
Used to uniquely identify the parent assignment if using user keys. The
HCM Data Loader
User Interface
Attribute
Prompt
assignment number for the assignment.
ManagerAssignmentNum
ber
* Name
ManagerPersonNumber
* Name
The assignment number of the supervisor.

The person number of the supervisor.
Figure 9: Manager Details

Updating Existing Workers

You will update existing workers when you need to perform an incremental data load, including integration with
external systems.
In dealing with the date-effective history, you need to consider how HCM Data Loader works regarding future-dated
records as you want to retain the existing date-effective occurrences.
Update Modes
HCM Data Loader supports two different update modes that impact how future dated records are handled:
Retain - Retains all existing date-effective records. This mode is recommended when you are supplying an
incremental update to an existing record.
Replace - Removes existing date-effective splits for the date range specified. This mode is useful during
data migration, when you are uploading the complete data for a record.
The mode can be controlled with a SET command:

SET PURGE_FUTURE_CHANGES <value>
Where either Y (Replace) or N (Retain) can be supplied.
It is recommended that you make use of the #NULL command for attributes that should have a null value. Leaving
attribute values unspecified will ensure existing attribute values are retained. For more information and examples of
this behavior, see the HCM Data Loader Users Guide.
When HCM Data Loader is running in retain mode, you can choose to:
Retain future dated record values without updating them
Retain future date-effective splits but roll forward the changed values
The possibility to roll forward the changed values to subsequent occurrences is a very powerful feature that must be
used with care: as some of the worker components make use of actions and reasons to classify the data changes,
you must consider that rolling forward the action and reason of a data change to the subsequent records is very
seldom appropriate.
Retaining Future Dated Record Values
If you want any future dated changes to be retained unchanged, then instead of supplying an Effective End Date,
use the #RETAIN tag. This will ensure that your change will only take effect until the next date-effective record. If
there are no future dated records your change will continue until the end-date of the record, usually the end of time.
Assignment Example
CURRENT ASSIGNMENT OBJECT
ESD
Seq
EED
Action Code
Job
Grade
Location
Normal Hours
2010/06/08
2012/03/03
HIRE
ACC1
IC2
HQ
40
2012/03/04
2012/03/04
PROMOTION
ACC1
IC4
HQ
40
2012/03/04
2012/03/04
TRANSFER
ACC1
IC4
LVP
40
2012/03/04
2012/06/01
JOB_CHANGE
ACC3
IC4
LVP
40
2012/06/02
4712/12/31
JOB_CHANGE
ACC2
IC4
LVP
40
Update the working hours on the 10th Jan 2012 retaining future dated values:
SET DATE_EFFECTIVE_REPLACE N
METADATA|Assignment|SourceSystemId|EffectiveStartDate|EffectiveSequence|Effecti
veLatestChange|EffectiveEndDate|ActionCode|NormalHours
MERGE|Assignment|2724|2012/01/10||Y|#RETAIN|ASG_CHANGE|37.5
NEW ASSIGNMENT OBJECT
ESD
Seq
EED
Action Code
Job
Grade
Location
Normal Hours
2010/06/08
2012/01/09
HIRE
ACC1
IC2
HQ
40
2012/01/10
2012/03/03
ASG_CHANGE
ACC1
IC2
HQ
37.5
2012/03/04
2012/03/04
PROMOTION
ACC1
IC4
HQ
40
2012/03/04
2012/03/04
TRANSFER
ACC1
IC4
LVP
40
2012/03/04
2012/06/01
JOB_CHANGE
ACC3
IC4
LVP
40
2012/06/02
4712/12/31
JOB_CHANGE
ACC2
IC4
LVP
40
Note: The EffectiveSequence attribute was not supplied with a value to ensure the next MCPD split was assigned to
this change. If you want to start at an existing MCPD split, specify the EffectiveSequence and
EffectiveLatestChange values for that MCPD record.
ATTENTION: This is the only recommended action for MCPD records, or any record with a mandatory ActionCode.
By attempting to roll forward any changes over future dated records, you are likely to corrupt the ActionCode for
each future dated record in your specified date range.
If you had not supplied the #RETAIN tag, but instead left the EffectiveEndDate unspecified or had a value of
4712/12/31, to ensure the change was applied until the end of time, you would get a very different result:
Update the working hours on the 10th Jan 2012 overwriting future dated values:
SET DATE_EFFECTIVE_REPLACE N
METADATA|Assignment|SourceSystemId|EffectiveStartDate|EffectiveSequence|Effecti
veLatestChange|EffectiveEndDate|ActionCode|NormalHours
MERGE|Assignment|2724|2012/01/10||Y||ASG_CHANGE|37.5
NEW ASSIGNMENT OBJECT
ESD
Seq
EED
Action Code
Job
Grade
Location
Normal Hours
2010/06/08
2012/01/09
HIRE
ACC1
IC2
HQ
40
2012/01/10
2012/03/03
ASG_CHANGE
ACC1
IC2
HQ
37.5
2012/03/04
2012/03/04
ASG_CHANGE
ACC1
IC4
HQ
37.5
2012/03/04
2012/03/04
ASG_CHANGE
ACC1
IC4
LVP
37.5
2012/03/04
2012/06/01
ASG_CHANGE
ACC3
IC4
LVP
37.5
2012/06/02
4712/12/31
ASG_CHANGE
ACC2
IC4
LVP
37.5
As the Action Code is a mandatory attribute that you have supplied a value for, the supplied value will overwrite the
existing Action Code for all future dated records.
Note: This action is not reversible. If you supply attribute values that span existing date-effective splits they will all be
corrected with every attribute value supplied.
In the following paragraphs you can find how specific operations can be performed while updating existing workers.
Work Relationship Changes

Changing the Hire Date
To change the hire date, which is the start date of a work relationship, the new date should be provided in the
NewStartDate of the work relationship. Only the work relationship record needs to be supplied to change the hire
date; the work terms and assignment records will be maintained automatically.
Terminating a Work Relationship

To terminate a work relationship supply the work relationship record with a TerminateWorkRelationshipFlag attribute
value of Y and specify the date for the termination against the ActualTerminationDate attribute.
Correcting a Terminated Work Relationship

A terminated work relationship will be corrected based on the new ActualTerminationDate supplied. For correcting a
work relationship termination the CorrectTerminationFlag attribute should be set to Y.
Reversing a Termination
A terminated work relationship can be reversed by supplying the work relationship with a ReverseTerminationFlag
attribute set to Y.
Canceling a Work Relationship

A work relationship can be cancelled by supplying the work relationship with a CancelWorkRelationshipFlag attribute
set to Y.
Changing the Primary Assignment

When you supply a primary work relationship, the existing primary work relationship will be converted into a nonprimary automatically, on the date provided in the attribute DateForPrimaryFlagChange.
To make a non-primary work relationship primary, you need to only supply the work relationship that is to be made
primary, with the PrimaryFlag attribute set to Y. The date from which the work relationship is to be made primary
should provided in the DateForPrimaryFlagChange attribute. The corresponding changes to work terms and
assignment and maintained automatically. The primary flag for the existing primary work relationship will be set to N
automatically.
ESS Jobs after Loading Workers

After loading workers, you may want to run ESS jobs to perform specific operations.
The most common ESS jobs are:
Synchronize Person Records

When you run the Synchronize Person Records process, changes to person and assignment details that
have occurred since the last data load are communicated to consuming applications, such as Oracle HCM
Cloud Trading Community Model and Oracle Identity Management, in the Oracle HCM Cloud environment.
Refresh Manager Hierarchy

For performance reasons, the complete manager hierarchy for each person is extracted from live data
tables and stored in a separate manager hierarchy table, known as the denormalized manager hierarchy; it
ensures that a person's manager hierarchy is both easily accessible and up to date. The Refresh Manager
Hierarchy process populates the denormalized manager hierarchy table with latest information after each
data load.
Update Person Search Keywords

Several attributes of person, employment, and profile records are used as person-search keywords. This
process copies keyword values from the originating records to the PER_KEYWORDS table, where they
are indexed to improve search performance. When you run the Update Person Search Keywords process,
the whole PER_KEYWORDS table is refreshed; therefore, you are recommended to run the process at
times of low activity to avoid performance problems.
After loading worker data you must run the ESS job in order to be able to correctly search persons in the
Person Search user interface.
Deletion Support for Worker

You can delete child records using HCM Data Loader, but not an entire Worker.
Use Case: You are uploading worker data changes into Oracle HCM Cloud from an external HR system.
The correspondent record has been deleted in the source system. You need to perform the same operation
in Oracle HCM Cloud.
There are no specific considerations prior to deleting worker related records. However you have to take into account
that deletes are allowed only if they dont violate validation rules in the business logic.
For instance you cannot delete the primary assignment of a work relationship.
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Loading Worker using HCM Data Loader
June 2015

Loading Worker Using HCM Data Loader

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Using HCM Data Loader

Considerations and Prerequisites for Worker

Oracle Human Capital Management Cloud Employment Model Overview

Configuration of the Employment Model

Actions / Action Reasons Framework

Assignment Status Types

Loading New Workers

Person Legislative Data

Person User Manual Roles

Worker Extra Information

Employment Terms Extra Information

Assignment Extra Information

Employment Terms Manager

Updating Existing Workers

Work Relationship Changes