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HCM

Data Loader (HDL)


Advanced Topics

Sunil Kashyap
Prasanna Borse
Oracle HCM Cloud Center of Excellence
June, 2017

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Working With Multiple Assignments
Multiple Assignments
Multiple Work relationships
HDL Use cases:
Simple example
Assignment switch
Termination use case

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Multiple Assignments
Each Work Relationship can have one or more Assignments
Example: A nurse working @ Huntington Hospital has two jobs with
different pay rates
As Case Manager (25$/hr)
As Surgical Nurse (35$/hr)
Only one assignment can be marked as the primary

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Multiple Assignments

WR:
Huntington Hospital

Primary

Assignment1: Assignment2:
Case Manager Surgical Nurse

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Multiple Work Relationships
A worker can have multiple Work Relationships and only one will be
identified as primary.
Example: A nurse working in two hospitals:
Huntington Hospital she works as a Case Manager
Apollo Hospital she works as a Surgical Nurse

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Multiple Work Relationships
Enterprise
Huntington
Trust

WR1: WR2: Legal Employer

Huntington Apollo
Hospital Hospital
Primary

Assignment: Assignment:
Case Manager Surgical Nurse

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HDL Use Case- Simple example with multiple assignments
One work relationship with one primary assignment and a secondary
assignment.
No special data handling needed.
One time conversion and incremental data load will be similar if you are
bringing in full rowset.
WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag

WR1 Hire E035133 Surgical Nurse 2016/02/08 2016/12/22 Y

WR1 Assignment Change E035133 Surgical Nurse 2016/12/23 4712/12/31 Y

WR1 Add Assignment E035133-2 Case Manager 2016/11/14 2017/1/09 N

WR1 Assignment Change E035133-2 Case Manager 2017/1/10 4712/12/31 N

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HDL Use Case- Assignment switch-UI/Online
What happens during a primary assignment switch ?
System adds an additional Assignment Change row to indicate the switch.
WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag Primary Assignment
Switch in HCM
WR1 Hire E035133 Surgical Nurse 2016/02/08 4712/12/31 Y Cloud
WR1 Add Assignment E035133-2 Case Manager 2016/11/14 2016/12/22 N
Assignment
WR1 E035133-2 Case Manager 2016/12/23 4712/12/31 N->Y
Change **change

New row added after WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag
primary assignment
WR1 Hire E035133 Surgical Nurse 2016/02/08 2016/12/22 Y
switch in HCM Cloud
Assignment
WR1 E035133 Surgical Nurse 2016/12/23 4712/12/31 N
Change
WR1 Add Assignment E035133-2 Case Manager 2016/11/14 2016/12/22 N
Assignment
WR1 E035133-2 Case Manager 2016/12/23 4712/12/31 Y
Change

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HDL Use Case- Assignment switch- Full Rowset
In order to switch the primary assignment flag in a full rowset data load,
the file needs to have two assignment change rows- one for old primary
assignment with primary assignment flag set to N and one for the
Source Data
secondary with primary assignment flag set to Y.
WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag

WR1 Hire E035133 Surgical Nurse 2016/02/08 4712/12/31 Y

WR1 Add Assignment E035133-2 Case Manager 2016/11/14 2016/12/22 N


Assignment
WR1 E035133-2 Case Manager 2016/12/23 4712/12/31 N->Y **change
Switch

Additional row in HDL WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag
to indicate the switch
WR1 Hire E035133 Surgical Nurse 2016/02/08 2016/12/22 Y
Assignment
WR1 E035133 Surgical Nurse 2016/12/23 4712/12/31 N
Switch
WR1 Add Assignment E035133-2 Case Manager 2016/11/14 2016/12/22 N
Assignment
WR1 E035133-2 Case Manager 2016/12/23 4712/12/31 Y
Switch

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HDL Use Case- Assignment Switch- Partial Rowset
Sending only the assignment change row with the primary assignment flag
set to Y on the secondary assignment will take care of changing the flag
for primary assignment as well.
System will auto create the assignment change rows to handle the primary
assignment switch.
Primary Incoming Data
WorkRelationship Action AssignmentName AssignmentNumber EffectiveStartDate EffectiveEndDate
AsssignmentFlg
File- Delta row
Assignment
WR1 Case Manager E035133-2 2016/12/23 4712/12/31 Y
Switch

WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag


Resulting Data
WR1 Hire E035133 Surgical Nurse 2016/02/08 2016/12/22 Y
in HCM Cloud
Assignment
WR1 E035133 Surgical Nurse 2016/12/23 4712/12/31 N
Switch
WR1 Add Assignment E035133-2 Case Manager 2016/11/14 2016/12/22 N
Assignment
WR1 E035133-2 Case Manager 2016/12/23 4712/12/31 Y
Switch

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HDL Use Case- Assignment switch- Two transactions in the
same file
In certain use cases like the one in table below, a full rowset approach to
load the assignment switch data into HCM Cloud will not work.
Two different transactions are occurring in this file- End assignment and
assignment switch.
Source Data
The file has to be split in order to load this data.

WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag

WR1 Hire E035133 Surgical Nurse 1990/07/08 2012/01/01 Y

WR1 End Assignment E035133 Surgical Nurse 2012/01/02 4712/12/31 N

WR1 Add Assignment E035133-2 Case Manager 2010/05/07 2011/12/31 N

WR1 Assignment Switch E035133-2 Case Manager 2012/01/01 4712/12/31 Y

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HDL Use Case- Assignment Switch- Two Transactions on the
same file-Recommended Approach
First step in loading this file is to sort the data by effective start date.
Next step is to split the file based on the primary switch flag.
First file-
Will consist of both primary and secondary assignment.
Three rows will be passed- HIRE row for the first assignment with primary
assignment flag set to Y, Add Assignment row for the second assignment with
primary assignment flag set to N and the primary assignment switch row
Second file-
Will handle ending the first assignment.
Just one row with End Assignment for the first assignment is passed in this file.

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HDL Use Case- Assignment Switch- Two transactions on the
same file- Approach
WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag

WR1 Hire E035133 Surgical Nurse 1990/07/08 4712/12/31 Y


File1
Add E035133-2
WR1 Case Manager 2010/05/07 2011/12/31 N
Assignment
Assignment
WR1 E035133-2 Case Manager 2012/01/01 4712/12/31 Y
Switch

WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag


File2
WR1 End Assignment E035133 Surgical Nurse 2012/01/02 4712/12/31 N

WorkRelationship Action AssignmentNumber AssignmentName EffectiveStartDate EffectiveEndDate PrimaryAssignmentFlag


Resulting Data WR1 Hire E035133 Surgical Nurse 1990/07/08 2011/12/31 Y
in HCM Cloud WR1
Assignment
E035133 Surgical Nurse 2012/01/01 2012/01/01 N
Switch
WR1 End Assignment E035133 Surgical Nurse 2012/01/02 4712/12/31 N
WR1 Add Assignment E035133-2 Case Manager 2010/05/07 2011/12/31 N
Assignment
WR1 E035133-2 Case Manager 2012/01/01 4712/12/31 Y
Switch

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Termination Use Case- UI/Online
What happens during termination ?
When a termination involves multiple assignments, the system auto inserts
a TERMINATION row for each assignment even if one of the assignment
has already ended.
WorkRelationship ActionCode AssignmentName EffectiveStartDate EffectiveEndDate
WR1 HIRE Coordinator 2016/02/08 2016/12/22
WR1 END_ASG Coordinator 2016/12/23 4712/12/31
WR1 ADD_ASSIGN E-2Elected Official - Admin 2016/11/14 4712/12/31

WorkRelationship ActionCode AssignmentName EffectiveStartDate EffectiveEndDate


Auto inserted TERMINATION
WR1 HIRE Coordinator 2016/02/08 2016/12/22
rows
WR1 END_ASG Coordinator 2016/12/23 2017/01/01
WR1 TERMINATION Coordinator 2017/01/02 4712/12/31
WR1 ADD_ASSIGN E-2Elected Official - Admin 2016/11/14 2017/01/01
WR1 TERMINATION E-2Elected Official - Admin 2017/01/02 4712/12/31

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Termination- HDL Use case- HDL File
In general, most of the time when we have to terminate a work
relationship using HDL, passing just the work relationship data with
TerminateWorkRelationshipFlag set to Y auto inserts the additional
termination rows.
However, if there is a need to send full rowset data to terminate a work
relationship , the additional termination row/s needs to be passed as part
of the data load.
Send TERMINATION
rows for both the WorkRelationship ActionCode AssignmentName EffectiveStartDate EffectiveEndDate
assignments. WR1 HIRE EInstructional Coordinator 2016/02/08 2016/12/22
WR1 END_ASG EInstructional Coordinator 2016/12/23 2017/01/01
WR1 TERMINATION EInstructional Coordinator 2017/01/02 4712/12/31
WR1 ADD_ASSIGN E-2Elected Official - Admin 2016/11/14 2017/01/01
WR1 TERMINATION E-2Elected Official - Admin 2017/01/02 4712/12/31

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