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Configuration – Update Legal Entity Name

There are requirements when the existing legal entity name should be updated to a new name. One should note that the LE name in UI is displayed for a view – HR_ALL_ORGANIZATION_UNITS_F_VL.

Sometimes, even after updating the name in UI, correct name is not reflected on some pages like Manage Employment or Manage Legal Entity Information for HCM.

In such cases, one should verify the value in HR_ALL_ORGANIZATION_UNITS_F_VL view to make sure the updated value is showing here.

If updated value is not available in this view, please follow below steps:

  1. Search for legal entity from ‘Manage Legal Entity for HCM Information’ under My Client Groups -> Workforce Structures
  2. Open the legal entity -> Click on action and choose correct
  3. Submit the changes without doing any change.

This should force the name update to happen in HR_ALL_ORGANIZATION_UNITS_F_VL view.

BIP – Extract Checklist configuration details

Below query can be used to extract checklist configuration details:

select PER_CHECKLISTS_TL.NAME
      ,PER_CHECKLISTS_TL.DESCRIPTION checklist_desc
      ,PER_TASKS_IN_CHECKLIST_B.CHECKLIST_TASK_NAME tin_ctn
      ,PER_TASKS_IN_CHECKLIST_B.DESCRIPTION task_desc
      ,PER_TASKS_IN_CHECKLIST_B.TASK_ACTION_ID
      ,PER_TASKS_IN_CHECKLIST_B.TASK_CONFIGURATION
      ,PER_CHECKLIST_TASKS_B.CHECKLIST_TASK_ID
      ,PER_CHECKLIST_TASKS_B.TASK_LEVEL_CODE
      ,PER_CHECKLIST_TASKS_B.TASK_LEVEL_VALUE
      ,PER_CHECKLIST_TASKS_B.CHECKLIST_TASK_CODE
      ,PER_CHECKLIST_TASKS_B.TASK_CATEGORY
      ,PER_CHECKLIST_TASKS_B.ACTION_TYPE
      ,PER_CHECKLIST_TASKS_B.TASK_ACTION_ID ctb_action_id
      ,PER_CHECKLIST_TASKS_B.TASK_ACTION_CODE
      ,PER_CHECKLIST_TASKS_TL.CHECKLIST_TASK_NAME ctc_ctn
      ,PER_CHECKLIST_TASKS_TL.DESCRIPTION
      ,PER_CHECKLIST_TASKS_TL.ACTION_URL
      ,PER_CHECKLIST_TASKS_TL.USER_DISPLAY_NAME
FROM  PER_CHECKLISTS_TL PER_CHECKLISTS_TL
     ,PER_TASKS_IN_CHECKLIST_VL PER_TASKS_IN_CHECKLIST_B 
     ,PER_CHECKLIST_TASKS_B PER_CHECKLIST_TASKS_B
     ,PER_CHECKLIST_TASKS_TL PER_CHECKLIST_TASKS_TL
WHERE PER_CHECKLIST_TASKS_B.ACTION_TYPE = 'ORA_CHK_APP_TASK'
AND PER_CHECKLIST_TASKS_B.CHECKLIST_TASK_ID = PER_CHECKLIST_TASKS_TL.CHECKLIST_TASK_ID
AND PER_CHECKLIST_TASKS_TL.LANGUAGE = 'US'
AND PER_CHECKLISTS_TL.LANGUAGE = 'US'
AND PER_TASKS_IN_CHECKLIST_B.CHECKLIST_ID = PER_CHECKLISTS_TL.CHECKLIST_ID
AND PER_TASKS_IN_CHECKLIST_B.TASK_ACTION_CODE = PER_CHECKLIST_TASKS_B.TASK_ACTION_CODE
AND PER_TASKS_IN_CHECKLIST_B.ACTION_TYPE = 'ORA_CHK_APP_TASK'
HDL – Sample file to load Life events

HDL provides an option to upload Potential life events for a person in benefits. Please note that ‘Open Enrolment’ life event can’t be loaded using the potential life events file.

Provide the data in below format and save it as PotentialLifeEvents.dat

METADATA|PotentialLifeEvents|PersonNumber|LegalEmployer|BenefitRelationName|LifeEventName|LifeEventStatusCode|LifeEventOccuredDate|UnprocessedDate|NotificationDate|DetectedStatusDate|ManualStatusDate|ManualOverrideStatusDate|ProcessedDate|VoidedStatusDate|PtnlLerForPerSrcCd|SourceSystemId|SourceSystemOwner|LerId|PtnlLerForPerId|PersonId|LegalEntityId|BenefitRelationId|LifeEventTypeCode|ProdCd
MERGE|PotentialLifeEvents|123718|XX Test|DFLT|New Hire|UNPROCD|2023/02/01|2023/02/01||||||||123718_2023/02/01|HRC_SQLLOADER|||||||
HDL – Inactivate secondary Org classification

Oracle HCM allows an Organization to be classified as multiple Orgs. However, sometime there is a need to inactivate one org classification while keeping the primary classification as Active.

Below is a sample HDL file which can be used for this purpose:

METADATA|Organization|OrganizationId|EffectiveStartDate|EffectiveEndDate|ClassificationCode
MERGE|Organization|300000085401190|2023/04/01||PA_EXPENDITURE_ORG

METADATA|OrgUnitClassification|OrganizationId|OrgUnitClassificationId|EffectiveStartDate|EffectiveEndDate|Status|ClassificationCode
MERGE|OrgUnitClassification|300000085401190|300000261056753|2023/04/01||I|PA_EXPENDITURE_ORG
BIP – Query to find list of jobs without job profiles

There is no easy way in OTBI to find list of jobs which don’t have a model profile associated with them. This can be achieved easily using BIP query.

Sample Query:

SELECT * FROM PER_JOBS_F pjf
 WHERE trunc(sysdate) between pjf.effective_start_date and pjf.effective_end_Date
   AND NOT EXISTS ( SELECT 1
                      FROM HRT_PROFILE_ITEMS hpi
                          ,HRT_PROFILES_B hpb
                          ,HRT_PROFILE_RELATIONS hpr
                     WHERE hpi.profile_id = hpb.profile_id
                       AND hpb.profile_usage_code = 'M'
                       AND hpi.profile_id = hpr.profile_id
                       AND pjf.job_id = hpr.object_id
				  )
BIP – Query to find Primary flags for a Worker

There are multiple primary flags for a worker in assignment table. Namely – Primary Assignment Flag, Primary Work Terms flag and Primary flag.

Below query can be used to check these flags:

--> Primary Flags Query
SELECT papf.person_number
      ,ppnf.first_name
      ,ppnf.last_name
      ,to_char(ppos.date_start,'RRRR/MM/DD') start_date
	  ,paam.assignment_number
      ,to_char(paam.effective_start_date,'RRRR/MM/DD') asg_eff_start_date
      ,to_char(paam.effective_end_date,'RRRR/MM/DD') asg_eff_end_date
	  ,paam.action_code
	  ,pastt.user_status
	  ,paam.assignment_status_type
	  ,paam.primary_flag
	  ,paam.primary_assignment_flag
	  ,paam.primary_work_relation_flag
	  ,ppos.primary_flag "WR Table Primary Flag"
  FROM PER_ALL_PEOPLE_F papf
      ,PER_PERSON_NAMES_F ppnf
      ,PER_ALL_ASSIGNMENTS_M paam
	  ,PER_PERIODS_OF_SERVICE ppos
      ,PER_ASSIGNMENT_STATUS_TYPES_TL pastt
WHERE papf.person_id = ppnf.person_id
  AND ppnf.name_type = 'GLOBAL'
  AND papf.person_id = paam.person_id
  AND paam.period_of_service_id = ppos.period_of_service_id
  AND paam.assignment_status_type_id = pastt.assignment_status_type_id
  AND paam.effective_sequence = 1
  AND paam.assignment_type NOT LIKE '%T'
  AND TRUNC(SYSDATE) BETWEEN papf.effective_start_date AND papf.effective_end_date 
  AND TRUNC(SYSDATE) BETWEEN ppnf.effective_start_date AND ppnf.effective_end_date 
  AND pastt.language = 'US'
  AND papf.person_number IN ('500035','500036')
ORDER BY 1, 6 
HDL – Sample File to load Contact Records
METADATA|Contact|SourceSystemOwner|SourceSystemId|PersonNumber|StartDate|EffectiveStartDate|EffectiveEndDate|CorrespondenceLanguage|DateOfBirth|DateOfDeath|CountryOfBirth|RegionOfBirth|TownOfBirth|CategoryCode
MERGE|Contact|HRC_SQLLOADER|CONTACT_1292001|1292001|2019/06/08|2019/06/08|4712/12/31||1973/06/15|||||

METADATA|ContactName|SourceSystemOwner|SourceSystemId|PersonNumber|PersonId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|LastName|NameType|LegislationCode|FirstName|MiddleNames|Title|Honors|KnownAs|PreNameAdjunct|PreviousLastName|Suffix|CharSetContext
MERGE|ContactName|HRC_SQLLOADER|CONTACT_NAME_1292001|1292001|CONTACT_1292001|2019/06/08|4712/12/31|Last Name|GLOBAL|GB|FName||MR.||NameLP||||US

METADATA|ContactLegislativeData|SourceSystemOwner|SourceSystemId|PersonNumber|PersonId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|LegislationCode|HighestEducationLevel|MaritalStatus|MaritalStatusDate|Sex|FLEX:PER_PERSON_LEGISLATIVE_DFF|FLEX:PER_PERSON_LEGISLATIVE_DATA_LEG_DDF|nationality(PER_PERSON_LEGISLATIVE_DFF=Global Data Elements)
MERGE|ContactLegislativeData|HRC_SQLLOADER|PER_LEGSL_1292001_GB|1292001|CONTACT_1292001|2019/06/08|4712/12/31|GB||||M|||

METADATA|ContactRelationship|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|EffectiveStartDate|EffectiveEndDate|RelatedPersonNumber|ContactType|PersonNumber|BeneficiaryFlag|DependentFlag|EmergencyContactFlag|ExistingPerson|PrimaryContactFlag|SequenceNumber
MERGE|ContactRelationship|HRC_SQLLOADER|PER_CONTACT_RELTNSHP_1292001_S|CONTACT_1292001|2019/06/08|4712/12/31|1234123|S|1292001|N|N|Y|||
BIP – Check bypass Approval Rules status

While performing SIT/UAT, sometimes it becomes mandatory to disable (bypass) all configured approval rules except for a few. One has to go in manually in Transaction console and check the status for each task.

An easy way to run the following SQL query and check the tasks for which approvals are yet not Bypassed:

SELECT HRPB.TASK_FILE_NAME TaskName
      ,DECODE(HAAO.APPROVAL_DISABLED,'true','Bypassed','false','Enabled') "Enabled Status"
      ,haao.last_update_date
      ,haao.last_updated_by
  FROM FUSION.HRC_ARM_PROCESS_B HRPB
      ,FUSION.HRC_ARM_APPROVAL_OPTIONS HAAO
 WHERE HRPB.PROCESS_ID=HAAO.PROCESS_ID
BIP – List of workers without payment method
SELECT papf.person_number

  FROM PER_ALL_PEOPLE_F papf
      ,PER_PERIODS_OF_SERVICE ppos
 WHERE 1=1
  AND papf.person_id = ppos.person_id
  AND (ppos.actual_termination_date IS NULL OR ppos.actual_termination_date >= TRUNC(SYSDATE))
  AND NOT EXISTS (SELECT 'Found' FROM PAY_PAY_RELATIONSHIPS_DN pprd
                                     ,PAY_PERSON_PAY_METHODS_F pppmf
                                WHERE pprd.payroll_relationship_id = pppmf.payroll_relationship_id

                                  AND pprd.person_id = papf.person_id)
HDL – Loading Local Person Names

By default, PersonName child object of Worker.dat loads GLOBAL name type. PersonName object can be used to load local name as well.

Two most important attributes of PersonName object for local name upload are:

Name Type – Legislation Code

CharSetContext – Short code for language.

Below is a sample HDL file to upload local names in Thai language:

METADATA|PersonName|EffectiveEndDate|EffectiveStartDate|LegislationCode|PersonId|NameType|FirstName|MiddleNames|LastName|Honors|KnownAs|PreNameAdjunct|PreviousLastName|Suffix|Title|MilitaryRank|CharSetContext

MERGE|PersonName|4712/12/31|2019/09/20|MY|300000189140970|MY|||XYZ||Test122First||||||TH

Language code can be found in Task – Manage Languages.

Approvals – Approval Delegation Category Diagnostic

Approval delegation category can be defined at an individual level in BPM. This enables users to group tasks together which can be used while performing delegation.

For any issues related to custom delegation categories, you can run “Transaction Framework – Export Task Categories diagnostic” by navigating:

From homepage -> User name icon -> run diagnostic ->search for “Transaction Framework – Export Task Categories”” ->add to run ->run ->keep refreshing in Run status section ->one report is completed ,open the report against second folder(i.e Transaction Framework – Export Task Categories) and save it

Fusion HCM: Hiding/Renaming Task Category Values Displayed in Self-Service >> Approval Delegation (Doc ID 2724671.1)

HDL – Load Worker Images

HCM Data Loader can be used to mass upload worker images. The actual image file should be put in a BlobFiles folder and should be referenced in actual Worker.dat file.

Post this, Worker.dat will be zipped together with BlobFiles folder and uploaded into HCM using Import and Load.

Sample HDL file:

METADATA|PersonImage|Image|ImageName|PersonNumber|SourceSystemOwner|SourceSystemId
MERGE|PersonImage|XYZ_12364.jpg|XYZ_12364|12364|EBS-HR|12364

XYZ_12364.jpg file should be present under BlobFiles.
HDL – Script to DELETE positions data

In your test environments, you may encounter issues where you want to DELETE positions data. You can use below script for that:

SELECT DATA_ROW
FROM (
SELECT 'METADATA|Position|PositionId|EffectiveStartDate|EffectiveEndDate|SourceSystemId|SourceSystemOwner'  AS DATA_ROW
FROM DUAL
UNION all
select 'DELETE'||'|'||
       'Position' ||'|'||
       hapf.Position_Id||'|'||
       to_char(hapf.Effective_Start_Date,'RRRR/MM/DD')||'|'||
       to_char(hapf.Effective_End_Date,'RRRR/MM/DD') ||'|'||
      (select email_hrc.source_system_id
         from hrc_integration_key_map email_hrc
        WHERE hapf.Position_Id = email_hrc.surrogate_id) ||'|'||
      (select email_hrc.source_system_owner
         from hrc_integration_key_map email_hrc
        WHERE hapf.Position_Id = email_hrc.surrogate_id) AS DATA_ROW
  from hr_all_positions_f hapf
)
BIP – Query to extract Supervisor Details
Select papfemp.person_number
     , ppnfemp.first_name                                    person_first_name
     , ppnfemp.last_name                                     person_last_name
     , paamemp.assignment_number                              person_assignment
     , to_char(pasf.effective_start_date, 'YYYY-MM-DD')        effective_start_date
     , to_char(pasf.effective_end_date, 'YYYY-MM-DD')          effective_end_date
     , papf_mgr.person_number                                  manager_number
     , ppnf_mgr.first_name                                    manager_first_name
     , ppnf_mgr.last_name                                     manager_last_name
     , paam_mgr.assignment_number                              manager_assignment
     , pasf.manager_type
  From per_all_people_f                       papfemp
     , per_person_names_f                     ppnfemp
     , per_all_assignments_m                  paamemp
     , per_all_people_f                       papf_mgr
     , per_person_names_f                     ppnf_mgr
     , per_all_assignments_m                  paam_mgr
     , per_assignment_supervisors_f           pasf
 Where ppnfemp.person_id              = papfemp.person_id
   And ppnfemp.name_type              = 'GLOBAL'
   And paamemp.person_id              = papfemp.person_id
   And paamemp.assignment_type            In ('E', 'C', 'N')
   And paamemp.effective_latest_change     = 'Y'
   And paamemp.effective_start_date  Between papfemp.effective_start_date     And papfemp.effective_end_date
   And paamemp.effective_start_date  Between ppnfemp.effective_start_date     And ppnfemp.effective_end_date
   And TRUNC(SYSDATE)  Between paamemp.effective_start_date                      And paamemp.effective_end_date
   And paamemp.effective_start_date  Between pasf.effective_start_date     And pasf.effective_end_date
   And ppnf_mgr.person_id           = papf_mgr.person_id
   And ppnf_mgr.name_type              = 'GLOBAL'
   And paam_mgr.person_id                   = papf_mgr.person_id
   And paam_mgr.assignment_type            In ('E', 'C', 'N')
   And paam_mgr.effective_latest_change     = 'Y'
   And paam_mgr.effective_start_date  Between papf_mgr.effective_start_date     And papf_mgr.effective_end_date
   And paam_mgr.effective_start_date  Between ppnf_mgr.effective_start_date     And ppnf_mgr.effective_end_date
   And paamemp.effective_start_date   Between paam_mgr.effective_start_date     And paam_mgr.effective_end_date

   And pasf.person_id                       = papfemp.person_id
   And pasf.assignment_id                   = paamemp.assignment_id
   And pasf.manager_id                      = papf_mgr.person_id
   And pasf.manager_assignment_id           = paam_mgr.assignment_id