Step-by-Step to Success: Creating Your First HCM Extract

HCM Extract

To work with HCM Extracts in Oracle Fusion, you typically need the following roles:

Application Implementation Consultant: This role is essential for setting up and configuring HCM Extracts, as it provides access to tools for extending application capabilities.

Payroll Administrator: This role is required to submit and manage HCM Extracts after they are created.

Human Capital Management Application Administrator: This role allows access to HCM Extract definitions and other related functionalities.

An HCM Extract is created from the below Navigation:
Navigator à My Client Groups à Data Exchange à HCM Extracts à Extract Definitions à Click on ‘+’ to create Extract

HCM Extracts can be created in two ways: by utilizing an existing template or by designing a new one from scratch. Using a template simplifies the process by providing a pre-defined structure, whereas creating a new extract allows for customization tailored to specific business needs.

Types of extracts are explained Oracle Fusion Applications: Types of HCM Extracts in Oracle Fusion

Enter the necessary parameters in the designated fields to configure the extract as per your requirements. Once all parameters are properly defined, click on the Save button to securely store your changes.

Define the necessary data groups to structure the extract effectively. You can include multiple data groups to capture various types of information; however, it's important to note that only one Root Data Group is allowed. The Root Data Group acts as the primary anchor for the extract's hierarchy and ensures seamless data organization.

After saving the Extract, proceed to the Data Group section to define its structure. Begin by creating a Root Data Group, which serves as the central anchor for your extract. Next, add the required data groups based on the specific information you need to capture. These additional data groups will be organized under the Root Data Group, allowing for an effective hierarchy and seamless data management.

Select and apply the necessary filters to refine the data extracted. After ensuring the filters meet your requirements, click OK to confirm your selections, and then click the Save button to store the configurations.

Move to the Deliver phase to set up the data delivery process. Create a Delivery Method that specifies how the extracted data will be generated and formatted. This setup enables you to prepare and design a custom template tailored to your business requirements, ensuring the extracted data is presented in a structured and meaningful way.

After finalizing the changes, click on the Validate button. This action will initiate the process of compiling and generating all the necessary formulas for the HCM Extract, ensuring the extract is accurate and ready for use.

After successfully generating the required formulas, the extract is now ready for submission. Click on the Done button, which will take you to the Extract Definitions screen. On this screen, locate and click on the designated symbol (as shown in the provided screenshot) to proceed further with the submission process.

Provide the necessary parameters in the designated fields to configure the extract submission. Once all required parameters are entered, click on the Submit button to initiate the process.

Go to the Data Exchange area in Oracle Fusion, then click on View Extract Results to review the output generated by the extract. This will allow you to verify the data and ensure it aligns with the expected results.

Click on the Download icon to retrieve the data output in XML format. This XML file serves as the foundation for designing your RTF template, allowing you to structure and present the extracted data in a customized and user-friendly manner.

Launch Microsoft Word and begin creating the RTF layout based on the XML data output. Use the XML structure to map the data fields to your template, ensuring proper formatting and alignment. Leverage features like tables, text boxes, and conditional formatting in Word to design an organized and visually appealing RTF template that meets your business requirements.

Find the globalReportsDataModel in the path /shared/Human Capital Management/Payroll/Data Models

Copy the Data Model and Paste that into Custom folder path. Open Data Model, click on Create Report and upload RTF Template that we designed as shown below.

Click on View Data and enter flowInstanceName value to verify the report is giving data in correct format and accurate.

Copy the report path.

Save the Report and we will now add the report as Delivery to extract. Now, we need to establish the connection between Extract and RTF layout that we designed.

Go to the Extract Definitions section and open the desired extract. Click on the Delivery tab to configure the delivery details. Enter the required information, such as the delivery type, output format, and delivery method, ensuring these settings align with the data presentation and business requirements.

Path: /shared/Custom/MAB Custom Reports/MAB Sample HCM Extract.xdo

Revalidate the extract to ensure all configurations are correct and ready for execution. Once validated, submit the extract by providing the required parameters. The extract will now generate an output in Excel format, as defined in the report template, allowing you to review and utilize the extracted data efficiently.