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HDL – Sample file to close benefit certifications

Starting 23C, a new HDL object has been added to close any pending actions for benefits. The certification type is validated against a lookup called – BEN_ENRT_CTFN_TYP

Below is a sample file to close any pending certification actions against “POC”:

METADATA|CloseEnrollmentCertification|PersonNumber|ParticipantFirstName|ParticipantLastName|CertificationType|ProgramName|PlanName|OptionName|ReceivedDate|DeniedDate|SourceSystemId|SourceSystemOwner
MERGE|CloseEnrollmentCertification|12|First Name 1|Last Name 1|POC|Test Benefits Program|Test Optical|Employee + 1|2023/02/01||12_First Name 1_Last Name 1_POC|HRC_SQLLOADER
MERGE|CloseEnrollmentCertification|13|First Name 2|Last Name 2|POC|Test Benefits Program|Test Medical|Employee + 1||2023/02/01|12_First Name 2_Last Name 2_POC|HRC_SQLLOADER

 
HDL – Sample file to load Person Habits

Attributes like student status, tobacco consumption which impact worker benefits can be loaded using PersonHabits.dat.

Sample File:

METADATA|PersonHabits|SourceSystemOwner|SourceSystemId|LegalEmployer|PersonNumber|EffectiveStartDate|EffectiveEndDate|StudentStatus|CvrdInAnthrPl
MERGE|PersonHabits|HRC_SQLLOADER|PERSON_HABIT_12|Test LE|12|2021/12/03|4712/12/31|PART_TIME|
MERGE|PersonHabits|HRC_SQLLOADER|PERSON_HABIT_13|Test LE|13|2021/09/24|4712/12/31|FULL_TIME|

Configuration – Conditional Name Formatting

There are requirements where customers want to display Honors in “Display Name” if First Name is blank. This where the conditional name formatting functionality of Oracle HCM helps to achieve desired results.

Let us assume, we want display name in below format:

NVL(First Name, Honors), Name Information 1

Follow below steps to achieve this requirement:

  1. Search for Task “Manage Person Name Formats” from setup and maintenance:

2. Search the name format you want to modify/ or create a new one if you want to have a new name format:

3. Click on edit and Choose Conditional Name Formatting component:

4. Scroll down and supply the values in “Preview Name Format” section:

5. As can be seen, first name is blank so Formatted Name is displayed as – Honors Name_Information_1

6. If you supply a value for first name:

Formatted Name is displayed as – Test Name_Information_1 (Honors is ignored as First Name is present).

This is a new feature introduced in 21C.

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/cloud/r13/wn/ghr/releases/21C/21C-global-hr-wn.htm#F19019

Please make sure to run “Apply Name Formats to Person Names, Keywords and LDAP” job set from scheduled processes under Tools.

Configuration – Load Announcements file in content server

When creating a new announcement (Tools -> Announcements) , user has an option to upload images from local directory or a link can be given to a file uploaded in content server.

From local directory:

For content server link:

One needs to follow below steps in order to upload the image file to content server:

  1. Login into content server. Suffix your pod url with /cs:

https://pod.fa.oracle.com/cs

2. Do a new check-in:

3. Click on “Check In”

4. Once the file is successfully checked-in. Click on “New Folio” Under “Content Management”

5. Choose Simple Folio and Click on “Load Folio”:

6.

7. Under “Folio Elements”, click on Add:

Search for Content ID from step 3:

8. Click Next and Folio should be created:

9. Right Click on image and copy Image address.

Use that address in Annoucments.

BIP – Queries to find count of workers in HCM

Below sample queries can be used to extract count of workers (Active/ Inactive) in HCM:

Query 1:

select count(distinct person_number) 
  from per_all_people_f papf
  where 1=1
    and exists (select 1 from per_periods_of_service ppos where ppos.person_id = papf.person_id)

Query 2: Find count workers not having basic assignment details:

select (distinct person_number) 
  from per_all_people_f papf
  where 1=1
    and exists (select 1 from per_periods_of_service ppos where ppos.person_id = papf.person_id)
    and person_number not in (SELECT papf.person_number 
                                FROM per_all_people_f papf,
                                     per_person_names_f ppnf,
                                     per_all_assignments_m paam,
                                     per_jobs_f_tl pjft,
                                     hr_organization_units_f_tl hauft,
  	                                 per_periods_of_service ppos
                               WHERE paam.person_id = ppnf.person_id
                                 AND papf.person_id = ppnf.person_id
                                 AND papf.person_id = paam.person_id
                                 AND paam.job_id = pjft.job_id (+)
                                AND pjft.language(+) = 'US'
                                 AND hauft.language (+) = 'US'
-                              -and papf.person_number = '414'
                                 AND hauft.organization_id (+) = paam.organization_id
                                 AND trunc(sysdate) BETWEEN papf.effective_start_date AND papf.effective_end_date
                                 AND trunc(sysdate) BETWEEN paam.effective_start_date AND paam.effective_end_date
                                 AND trunc(sysdate) BETWEEN ppnf.effective_start_date AND ppnf.effective_end_date
                                 AND trunc(sysdate) BETWEEN hauft.effective_start_date(+) AND hauft.effective_end_date(+)
                                 AND trunc(sysdate) BETWEEN pjft.effective_start_date(+) AND pjft.effective_end_date(+)
                                 AND paam.effective_latest_change = 'Y'
                                 AND paam.primary_flag = 'Y'
                                 AND ppnf.name_type = 'GLOBAL'
                                 AND paam.period_of_service_id = ppos.period_of_service_id
                                 AND ppos.date_start = (select max(ppos2.date_start) from per_periods_of_service ppos2
                                                         where ppos2.person_id = ppos.person_id
                                                             and ppos2.primary_flag = 'Y')
                             )
BIP – Query to find list of same person having same position multiple times

On the responsive Position UI, the position screens shows the Pending Worker and Worker record as an incumbent and the FTE goes in negative.

Below SQL can be used to identify such persons:

SELECT paam.person_id, hapfv.name
  FROM per_all_assignments_m paam
      ,hr_all_positions_f_vl hapfv
 WHERE paam.position_id = hapfv.position_id
   AND paam.assignment_type NOT LIKE '%T'
   AND paam.assignment_status_type NOT LIKE 'INACTIVE'
   AND TRUNC(SYSDATE) BETWEEN hapfv.effective_start_date AND hapfv.effective_end_date
   AND TRUNC(SYSDATE) BETWEEN paam.effective_start_date AND paam.effective_end_date
  GROUP BY paam.person_id, hapfv.name
 HAVING COUNT(*) > 1
Configuration – Modify existing system messages

Oracle HCM provides lots of pre-defined messages which are triggered/displayed in UI on various actions. For example, if you are trying to hire a new person on a position which doesn’t have the vacant FTE, system will throw below warning message:

However, in this particular scenario, business wanted to see an Error message instead of Warning. This can be achieved easily, using “Manage Messages” task under “Setup and Maintenance”.

However, before using Manage messages task, one should know the message number or message name to search. The message name/ message number can be found by running a quick query on fnd_messages_vl:

select * from fnd_messages_vl
where upper(message_text) like 'THE%POSITION%HAS%FUTURE%INCU%'

This will return you the list of all messages which matches the given text:

One we are looking to modify is – 1532361/PER_EMCOR_NO_HC_NO_FTE_FUTURE.

Note it down and open Manage Messages task. Enter the message number and click on search:

Click on edit icon to edit the message:

On edit screen, you can change message text as well as message type:

Change the type to Error and save the changes:

Please note that there are certain messages on UI which are not available in manage messages. To edit those messages, User Interface Text tool can be utilized: