Sunday, 15 October 2017

FUSION HCM : HCM EXTRACTS

HCM EXTRACTS:
  • HCM Extracts can be used for archiving, reporting, and as an outbound interfacing tool. 
  • Data Exchange work-area allows you to perform tasks related to In Bound and Out Bound interfaces, which allows exchange of data between different HR systems.
  • Primary Objective is to generate formatted data out of Fusion HCM.
Features of HCM extract :
  • Metadata based extract definition setup.
  • Extract data based on given parameter values depending  upon the file type used.
  • Integration with BIP for bursting and output delivery.
  • High volume data extraction with multi-threaded processing
  • Output in variety of formats (for example, pdf, csv, eft, xml, Excel)
  • Delivery of output in various modes (for example, ftp, email, fax)
  • Ability to extract historical data
  • Ability to extract ‘Changes Only’ data
  • Ability to view log files for de-bugging purposes
  • Ability to Schedule
HCM Extract Setup :
HCM Extracts – Based on Fast Formula Metadata
User Entities – Logical entity associated with block (Department, Person, Assignment, Addresses)
Database Items – logical database column attribute associated with data element (First Name, Last Name, DOB)
Components of HCM Extract :
Block represents a logical entity, which contains SQL query for getting data, For example: Organizations, Persons, Employees, etc.
Block links allow you to define the parent‐child relationship between the entities. For example: you can link Department and Employee blocks through Department_ID.
Record is a collection of fields (data elements) which should be archived/extracted

Data Groups – represent a business area or logical entity, for example person, assignment, or benefits.
Extract Records – represent a grouping of related data or a physical collection of all fields required in the extract. For example, the Employee data group can have records such as Basic Details, Pay Details, Location Details, and Primary Contact.

Attributes – Individual fields inside the extract record. An attribute is the lowest attribute level of a HCM extract and represents a piece of information, for example, person first name, person last name or person date of birth

Creating New HCM Extract
Steps invoved HCM Extract :
1.Define HCM Extract definition:
  Extract definition contains details about what data to be extracted and structure in which the data has to be extracted.
  XML data file is generated based on the structure defined.
2.Create Layout Template:
  Defines the format in which data will be delivered.
  Create Layout template using MS Word,Excel,PDF,etc
  Using BI Publisher
3.Define delivery options:
  Defines mode by which the output data will be delivered.
  For ex: Define options to generate output on FTP server or mail it to servers.
4.submit HCM process and view Results:
  Submit the extract by entering appropriate parameters
  Once the process completed .the archived output is stored in the tables and can be viewd through  UI.
    
Login to Fusion Application --> Navigator --> Work Force Management --> Data Exchange --> Manage extract definitions

Extract types:
1- Full Profile (FULLPRF): Use this type for complete employee and payroll data archives. You can also use this extract type for all custom or seeded extracts.
2- Archive Retrieval (ARCRET): Use this type for reports based on permanently archived data. For example, payslip. This extract type is intended for seeded extracts only.
3- Benefits Carrier (BENCARRIER): Use this type for providing data to 3rd party benefits service providers. You can also use this extract type for custom or seeded extracts.
4- EOY Archive (EOYAR): Use this type for End of Year archives (HR, payroll, benefits etc.). You can also use this extract type for custom or seeded extracts.
5- HR Archive (HRAR): Use this type for all HR archives, and you can also use for custom or seeded extracts.
6- Payroll Archive (PAYAR): Use this type for payroll or payslip archives. This extract type is intended for seeded extracts only.
7- Payroll Interface (PAYINT): Use this type for providing data to 3rd party payroll service providers. You can also use this extract type for custom or seeded extracts.
8- Payments (PAYMENTS): Use this type for salary payment method archives. For example: paid through cheque, bank transfer.  This extract type is intended for seeded extracts only.
9- Other Payroll Archive (PAYROLLAR): Use this type for all payroll archives. You can also use this extract type for custom or seeded extracts.

Can Oracle Transaction Business Intelligence (OTBI) integrate with Fusion HCM Extract?
Yes. You have two options:
1: HCM Extracts can extract the data and produce an output using CSV, XML or PDF. OTBI can then accept a data source in excel or XML format (SaaS customers will need Oracle to set this up for them).
2: BI Publisher can also accept a data source in excel or XML format (again SaaS customers will need Oracles help). HCM extracts has integration with BI Publisher.

Threading database item:
A threading database item is required for implementation of the Changes Only feature. The threading database item is a unique ID in the chosen user entity.
Generally for Pay Employee UE, Assignment UE it would be DBI  with %ASSIGNMENT%ID. For Person UE, it would be DBI with pattern %PERSON%ID.
You can declare one threading database item for one extract. You can declare the threading database item at the root block or any child block level. For example, you declare the threading database item from the location where you need changes only.

Schedule an extract :
 You can schedule an extract using a fast formula with ‘Flow Schedule’ as the type. You can select the following options for recursive scheduling: Daily, Weekly, and Monthly.
Would HCM Extracts support conversions and inbound interfaces?
The HCM Extracts tool is for outbound interfaces only. You use this tool to extract data in the supported layouts and deliver that data in different file formats.

For a 'Changes Only' extract run, can you include column level changes only? Or will the extract include the whole row for a person if the person has a change?
You can invoke a Changes Only extract run by including the ‘CHANGES_ONLY’ parameter and threading details. This type of extract can generate incremental data by comparing the previous runs. There are four modes that we support in the following list:
Parameter Value             Description
N                   Extract produces full output 
Y                 Performs a comparison with previous runs     and will display entire row/data under this action if any of the data elements have changed.
Attribute       Will display elements that have changed or marked as mandatory.
Attrib_Old  Will display elements that have changed or marked as mandatory plus the previous value.



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