Loading Work Structures Using HCM Data Loader

Loading Work Structures
Using HCM Data Loader

Oracle Fusion Human Capital Management 11g Release 9 (11.1.9)
ORACLE WHITE PAPER
JANUARY 2016
Table of Contents
Table of Figures
Introduction
1
1
How to Use the Information in This Document
Example Dat Files
Location
Considerations and Prerequisites for Location
Loading Locations
Location Errors
11
Changing the Logical Start and End Date for Location
11
Deletion Support for Location
11
Location Translation
12
Grade
13
Considerations and Prerequisites for Grade
13
Loading Grades
13
Grade Errors
16
Changing the Logical Start and End Date for Grade
17
Deletion Support for Grade
17
Grade Translation
17
Grade Step Translation
18
Grade Rate
20
Considerations and Prerequisites for Grade Rate
20
Loading Grade Rates
20
Grade Rate Errors
23
Deletion Support for Grade Rate
24
Grade Rate Translation
24
Grade Ladder
26
Considerations and Prerequisites for Grade Ladder
26
Loading Grade Ladder
26
Grade Ladder Errors
32
Deletion Support for Grade Ladder
33
Grade Ladder Translation
33
LOADING WORK STRUCTURES USING HCM DATA LOADER
Step Rate Translation

Job Family
34
36
Considerations and Prerequisites for Job Family
36
Loading Job Family
36
Deletion Support for Job Family
37
Job Family Translation
38
Job
39
Considerations and Prerequisites for Job
39
Loading Job
39
Job Errors
48
Deletion Support for Job
48
Job Translation
49
Organization
50
Considerations and Prerequisites for Organization
50
Loading Organization
50
Organization Errors
57
Deletion Support for Organization
57
Organization Translation
58
Position
60
Considerations and Prerequisites for Positions
60
Loading Position
60
Position Errors
69
Deletion Support for Position
70
Position Translation
71
Table of Figures
Figure 1: Create Location ......................................................................................................................................... 5
Figure 2: Manage Locations: Other Addresses ......................................................................................................... 7
Figure 3: Create Location: Extra Information ............................................................................................................ 8
Figure 4: Create Location: Legislative Information .................................................................................................. 10
Figure 5: Create Grade ........................................................................................................................................... 14
Figure 6: Create Grade: Grade Step Details ........................................................................................................... 15
Figure 7: Create Grade Rate .................................................................................................................................. 21
Figure 8: Grade Rate Values .................................................................................................................................. 23
Figure 9: Create Grade Ladder ............................................................................................................................... 27

Figure 10: Create Grade Ladder: Grades ............................................................................................................... 29
Figure 11: Create Grade Ladder: Grade Step Rates .............................................................................................. 30
Figure 12: Create Job Family ................................................................................................................................. 37
Figure 13: Create Job: Basic Details ...................................................................................................................... 41
Figure 14: Create Job: Job Details ......................................................................................................................... 41
Figure 15: Create Job: Valid Grades ...................................................................................................................... 42
Figure 16: Create Job: Evaluation Criteria .............................................................................................................. 44
Figure 17: Create Job: Job Extra Information ......................................................................................................... 45
Figure 18: Create Job: Job Legislative Data ........................................................................................................... 47
Figure 19: Create Department ................................................................................................................................ 52
Figure 20: Create Reporting Establishment ............................................................................................................ 53
Figure 21: Manage Departments: Other Classifications .......................................................................................... 54
Figure 22: Organization Information extensible flexfield ......................................................................................... 56
Figure 23: Organization Legislative Extra Information ............................................................................................ 56
Figure 24: Create Position ...................................................................................................................................... 64
Figure 25: Create Position: Valid Grades ............................................................................................................... 65
Figure 26: Create Position: Evaluation Criteria ....................................................................................................... 67
Figure 27: Create Position: Position Extra Information ........................................................................................... 68
Figure 28: Create Position: Position Legislative Data ............................................................................................. 69
Introduction
When implementing Oracle Fusion Global Human Resources for the first time or providing regular
updates, you can create work structure records using HCM Data Loader.
For general information about how to prepare data for loading using HCM Data Loader, or the HCM
Data Loader file format, see the HCM Data Loader User Guide (MOS Doc ID: 1664133.1).
How to Use the Information in This Document

This document provides a separate section for each business object that it describes. Each section
covers the following topics:
Considerations and Prerequisites What to consider before attempting to load data.
Loading Describes the business object hierarchy. For each business object component, a table of
the attributes that are commonly supplied when creating new records is provided. These tables
have the following columns:
HCM Data Loader Attribute The attribute name to supply when providing your data in the
business object data (.dat) file. Attribute names with a *1 suffix are foreign-object references
that support the integration key types. As source keys are recommended where possible, the
document describes how to supply source key values. User key attributes are identified for
when you do not have the source key value.
User Interface Prompt The prompt seen on the user interface. The data that you supply in
the associated attribute derives this field value, which is not necessarily the same as the value
that you supply. For example, for the Location field on an Organization page you can supply
the Oracle Fusion surrogate ID, source key, or Oracle Fusion GUID to identify a location
uniquely. The value seen on the user interface will be the location name.
If the user interface prompt is prefixed with an asterisk (*), then the attribute is mandatory
when you create a new record.
Functional Description Additional information describing the attribute and how to supply
valid values.
Errors Identifies errors that may occur when loading data for the business object. Information
about resolving the error is provided.
Deletion Support Describes the extent to which the business object supports data deletion. Some
objects do not support deletion, while others may support deletion of child records only.
Translation Information on how to provide translation data for the translatable attributes in the
business object hierarchy.
1 | LOADING <BUSINESS OBJECT> USING HCM DATA LOADER
Example Dat Files

This document provides working dat file examples for loading and deleting data using HCM Data
Loader. To use the source key examples, change the source system owner to a lookup code you have
pre-configured in the HRC_SOURCE_SYSTEM_OWNER lookup.
For both user key and source key examples ensure any references to foreign objects refer to data that
exists in your test environment.
2 | LOADING WORK STRUCTURES USING HCM DATA LOADER
Location
A location is the physical address of the place where you conduct business or which is of interest to your business. It
records the place, address, and other details and can be associated with an organization.
Considerations and Prerequisites for Location

Locations are set enabled, that is, you can create them either in a specific set to restrict their use to a certain
business unit or in the common set to make them globally available.
Make sure that the sets have been created and associated with business units according to business needs.
If you want to associate an action reason with your location records, then action reasons must be created using the
Manage Action Reasons task before you load your location records.
Loading Locations
Location data must be supplied in the Location.dat file for processing by HCM Data Loader.
LOCATION HIERARCHY
Component
Functional Description
Discriminator
Location
Basic details of the location.
Location
Location Other
Address
Additional addresses for the location.
LocationOtherAddress
Location Extra
Information
Extensible flexfield data for the location.
LocationExtraInfo
Location Legislative
Extra Information
Legislative extensible flexfield data for the location.
LocationLegislative
Location Component
The location component defines the basis of the location for an organization. It records location and contact data
along with billing and shipping information.
The discriminator Location is used to load location records using HCM Data Loader. The following Location
attributes are commonly supplied when loading a new location. Other optional attributes may be available. Generate
and review the location template file to identify attribute names for configured descriptive flexfield segments.
LOCATION ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
You must provide a unique reference for the record being created. Supply either a
source key or the user key attributes LocationCode and SetCode.
EffectiveStartDate
* Effective Start Date
The start date of the location or of the update to the location if you are supplying
date-effective history.
EffectiveEndDate
Effective End Date
If you are supplying date-effective history, the last day of the date-effective
changes. If left blank, this value is the end of time by default.
HCM Data Loader
User Interface
Attribute
Prompt
SetCode
* Location Set
The code of the set to which this location belongs. This attribute is mandatory for
new locations.
ActionReasonCode
Action Reason
The code of the reason why this location is created or updated.
LocationName
* Name
The name for the location. Supply the location name in the language of the user
loading your new locations.
This value can be translated for other enabled languages if you supply a
LocationTranslation.dat file.
LocationCode
* Code
A code to uniquely reference the location within the set. This attribute is
mandatory for new locations.
Description
Description
Optionally supply a description for the location in the language of the user loading
your new locations.
This value can be translated for other enabled languages if you supply a
LocationTranslation.dat file.
ActiveStatus
* Status
Specifies whether the location is active. This attribute is validated using the
ACTIVE_INACTIVE lookup.
InventoryOrganizationId *1
Inventory Organization
Optionally specify an inventory organization for the location. If you are supplying
the user key, then use the InventoryOrganizationName attribute.
This attribute also supports the integration key type values by appending the
appropriate hint to the attribute name, for example, InventoryOrganizationId
(SourceSystemId) if you are supplying the source key you specified when creating
the organization.
FLEX:PER_LOCATIONS_ Context
DF
Supply only if loading Location Attributes descriptive flexfield data. The context
of the descriptive flexfield data is supplied against this attribute.
Country
* Country
The country for the location address.
AddressLine1
* Address Line 1
Optionally supply the first line of the location address.
AddressLine2
Address Line 2
Optionally supply the second line of the location address.
TownOrCity
Town or City
Optionally supply the town or city of the location address. This value may be
mandatory depending on the country specified.
PostalCode
PostCode / Zip Code
Optionally supply the postal code of the location address. This value may be
mandatory depending on the country specified.
Region1
Region / State
Optionally supply the primary region in which the address is located. This value
may be mandatory depending on the country specified.
User key attributes that are required only if no other key type is supplied to uniquely identify the object they reference
InventoryOrganizationNa
me
Inventory Organization
The name of the inventory organization for this location. Required if specifying an
inventory organization and no other key type is supplied to uniquely reference the
organization.
The value supplied will derive the value seen in the field specified in the User Interface Prompt.
*1 The foreign object references support use of all four key types: Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
Figure 1: Create Location

Navigation: Workforce Structures - Manage Locations Create Location
Location Other Address Component

The Location Other Address component holds an additional address for a location. For example, you may use a PO
Box to receive mail at a mailing address instead of the physical address of the location.
The discriminator LocationOtherAddress is used to load Location Other Address records using HCM Data Loader.
The following LocationOtherAddress attributes are commonly supplied when loading a new address for a location.
Other optional attributes may be available.
LOCATION OTHER ADDRESS ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
SourceSystemOwner
User Interface Prompt
n/a
source key or the user key attributes LocationCode, LocationSetCode, and
AddressUsageType.
HCM Data Loader
EffectiveStartDate
The start date of the location address.
EffectiveEndDate
Effective End Date
* Code
The location for which this is the address. If you are using user keys, then supply
the LocationCode and LocationSetCode attributes.
Attribute
LocationId
*1
If you supplied a source key for the location record, then supply the same
SourceSystemId value here and add the source key hint to this attribute name,
that is, LocationId (SourceSystemId)
AddressUsageType
* Address Type
The type of address usage for the location. In the user interface this value is
available only when editing an existing location and adding another address.
Country
* Country
The country for the location address.
AddressLine1
Address Line 1
The first line of the location address.
AddressLine2
Address Line 2
The second line of the location address.
TownOrCity
Town or City
The town or city of the location address. This value may be mandatory depending
upon the country.
PostalCode
Postal Code
The postal code of the location address. This value may be mandatory depending
upon the country.
Region1
Region
The primary region in which the address is located. This value may be mandatory
depending upon the country.
LocationCode
Code
The code of the location for this address.
LocationSetCode
Location Set
The code of the set to which the location belongs.
user key.
Figure 2: Manage Locations: Other Addresses

Navigation: Workforce Structures - Manage Locations - Edit Location - Other Address
Location Extra Information Component

The Location Extra Information component holds the extensible flexfield information for the location.
The discriminator LocationExtraInfo is used to load location extra information records using HCM Data Loader.
The following LocationExtraInfo attributes are commonly supplied when loading a new location that has extensible
flexfield data associated with it. Generate a template file for location to retrieve the attribute names used for flexfield
segments.
You cannot load location extra information records independently. You must always supply the parent location
record in the same Location.dat file.
LOCATION EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes LocationCode, SetCode, SequenceNumber,
and LeiInformationCategory.
LocationId *1
* Code
Unique reference to the location this extensible flexfield data is for. If you are
using user keys, then supply the LocationCode and SetCode attributes.
Attribute
that is, LocationId (SourceSystemId).
EffectiveStartDate
The start date of the extensible flexfield data.
EffectiveEndDate
Effective End Date
InformationType
n/a
Context code for the extensible flexfield.
HCM Data Loader
FLEX:PER_LOCATIO
N_INFORMATION_E
FF
n/a
The context code for the Location Information EFF data is supplied against this
attribute.
EFF_CATEGORY_C
ODE
n/a
The category code for the extensible flexfield data is supplied against this attribute.
Supply HCM_LOC.
Attribute
LocationCode
Code
The code of the location this extensible flexfield data is for.
SetCode
Location Set
The set code for the location this extensible flexfield data is for.
SequenceNumber
n/a
The sequence number is relevant only for multirow contexts and identifies the
order of the rows. Even for multirow contexts it is optional, as the system
automatically populates it. However, if you dont support a source key when
creating new extensible flexfield data, then the SequenceNumber value becomes
mandatory as it is part of the user key.
LeiInformationCategory n/a
The same value as EFF_CATEGORY_CODE.
user key.
Figure 3: Create Location: Extra Information

Location Legislative Extra Information Component

The Location Legislative Extra Information component holds the legislative extensible flexfield data for the location.
The discriminator LocationLegislative is used to load location legislative extra information records using HCM Data
Loader. The following LocationLegislative attributes are commonly supplied when loading a new location that has
legislative extensible flexfield data associated with it. Generate a template file for location to retrieve the attribute
names used for flexfield segments.
You cannot load location extra information records independently. You must always supply the parent location
record in the same Location.dat file.
LOCATION LEGISLATIVE EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes LocationCode, SetCode, SequenceNumber,
and LleInformationCategory.
SequenceNumber
n/a
The sequence number is relevant only for multirow contexts and identifies the
order of the rows. Even for multirow contexts it is optional, as the system will
automatically populate it. However, if you dont support a source key when
creating new extensible flexfield data, then the SequenceNumber becomes
mandatory as it is part of the user key.
LocationId *1
* Code
Unique reference to the location this extensible flexfield data is for. If you are
using user keys, then supply the LocationCode and SetCode attributes.
that is, LocationId (SourceSystemId).
EffectiveStartDate
The start date of the extensible flexfield data.
EffectiveEndDate
Effective End Date
LegislationCode
n/a
Code of the legislation to which this context applies.
LleInformationCategory
n/a
Extensible flexfield context code. This should have the same value as the
FLEX:PER_LOCATION_LEG_EFF attribute.
FLEX:PER_LOCATION_L
EG_EFF
n/a
The context code for the Location Legislative EFF data is supplied against this
attribute.
EFF_CATEGORY_CODE
n/a
Supply HCM_LOC_LEG.
LocationCode
Code
The code of the location this extensible flexfield data is for. This value is required if
no other key type is supplied to identify the location.
SetCode
Location Set
The set code for the location this extensible flexfield data is for. This value is
required if no other key type is supplied to identify the location.
*1 The foreign object references support use of all four key types; Oracle Fusion surrogate ID, Oracle Fusion GUID, source key, and
user key.
Figure 4: Create Location: Legislative Information

Location Dat File Example

Creating Locations Using Source Keys
This file creates four new locations, one of which has Location Legislative EFF data.
Location.dat
METADATA|Location|SourceSystemOwner|SourceSystemId|LocationCode|SetCode|LocationName|
Description|EffectiveStartDate|EffectiveEndDate|ActiveStatus|ShipToSiteFlag|Receiving
SiteFlag|BillToSiteFlag|OfficeSiteFlag|Building|Country|PostalCode|TownOrCity|Region1
|Region2|AddressLine1
MERGE|Location|VISION|LOC_HQ|HQ|COMMON|Vision Corporation HQ|Head
Quarters|1951/01/01|4712/12/31|A|Y|Y|Y|Y||US|10130|New York|New York|NY|Avenue beach
heights
MERGE|Location|VISION|LOC_RD_UK|RESEARCH_DEV_UK|COMMON|Vision Corporation
R&D|Research and Development
center|1951/01/01|4712/12/31|A|Y|Y|Y|Y||GB||Marlow||Buckinghamshire|18 High Street
MERGE|Location|VISION|LOC_UK_100|UK_100|COMMON|Building 100|Vision Corporation
Building 100|2000/01/01|4712/12/31|A|Y|Y|Y|Y||GB||Reading||Berkshire|Thames Valley
Park
MERGE|Location|VISION|LOC_UK_200|UK_200|COMMON|Building 200|Vision Corporation
Building 200|2000/01/01|4712/12/31|A|Y|Y|Y|Y||GB||Reading||Berkshire|Thames Valley

Park
METADATA|LocationLegislative|SourceSystemOwner|SourceSystemId|LocationId(SourceSystem
Id)|LegislationCode|SequenceNumber|EffectiveStartDate|EffectiveEndDate|LleInformation
Category|FLEX:PER_LOCATION_LEG_EFF|EFF_CATEGORY_CODE|_HEADQUARTER_ESTABLISHMENT(PER_L
OCATION_LEG_EFF=HRX_US_REPORTING_INFORMATION)|_DUNS_NUMBER(PER_LOCATION_LEG_EFF=HRX_U
S_REPORTING_INFORMATION)|_NAICS_NUMBER(PER_LOCATION_LEG_EFF=HRX_US_REPORTING_INFORMAT
ION)
MERGE|LocationLegislative|VISION|LOC_LEG_HQ|LOC_HQ|US|1|1951/01/01|4712/12/31|HRX_US_
REPORTING_INFORMATION|HRX_US_REPORTING_INFORMATION|HCM_LOC_LEG|Y|3SLJ3|3423AB
Location Errors
You may experience errors while loading locations if the data is not provided as expected. Some of the more
commonly occurring errors are:
Error
Resolution
If the ship-to site value is yes, then the ship-to location
If the ship-to site value is yes, ensure that the ship-to
must be the same as the location name.
location value has the same name as the location.
Changing the Logical Start and End Date for Location

It is not possible to change either the first effective start date, or last effective end date for an existing location.
Make sure that you create your location records with an effective start date prior to any records that will be
referencing your locations.
Deletion Support for Location

You cannot delete locations using HCM Data Loader. Instead, you can make locations inactive.
Inactivate Location Dat File Example

Making a Location Inactive Using Source Keys
This file makes one of the locations inactive as of 01-Jan-2015.
Location.dat
METADATA|Location|SourceSystemOwner|SourceSystemId|EffectiveStartDate|ActiveStatus
MERGE|Location|VISION|LOC_UK_100|2015/01/01|I
Making a Location Inactive Using User Keys

The same change can be achieved by supplying the user key to uniquely reference the location.
Location.dat
METADATA|Location|LocationCode|SetCode|EffectiveStartDate|ActiveStatus
MERGE|Location|UK_200|COMMON|2015/01/01|I
Location Translation
The location name and description can be translated. The LocationTranslation.dat file is used to provide
translation data after the location has been created.
LOCATION TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
You must provide a unique reference for the record being translated. Supply either
the source key used when creating your data or the user key attributes
LocationCode and SetCode.
EffectiveStartDate
The start date of the translated value. This value must match the
EffectiveStartDate of the record being translated.
EffectiveEndDate
Effective End Date
If supplying date-effective history, the last day of the date-effective changes. If left
blank, this value is the end of time by default.
LocationName
* Location Name
The translated value for the location name.
Description
Description
The translated value for the location description.
Language
* not displayed
The language of the supplied translated value, for example, FR or DE.
Attribute
LocationCode
Code
The code of the location this translation is for. This value is required if you do not
supply the source key.
SetCode
Location Set
The set code of the location this translation is for. This value is required if you do
not supply the source key.
Location Translation Dat File Example

Creating Location Translation Using Source Keys
This file loads the French translation for a location created in the Location.dat example provided in the Creating
Locations Using Source Keys section.
LocationTranslation.dat
METADATA|LocationTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Lang
uage|LocationName|Description
MERGE|LocationTranslation|VISION|LOC_RD_UK|1951/01/01|FR|Vision Corporation Recherche
et dveloppement|Centre de recherche et de dveloppement
Grade
A grade identifies the workers rank or level of compensation. Typically customers using grades either associate a
salary range (a minimum and maximum) with each grade or they use grade steps, which point to a distinct monetary
value.
For the first case, grades are created without steps. Grade rates and minimum and maximum values can be
associated with the grade.
For the second case, the grades are created with steps. Then a grade ladder is created to group the grades into a
ladder and associate the rate values with the steps.
Considerations and Prerequisites for Grade

Grades are set enabled, that is, you can create them either in a specific set to restrict their use to a certain business
unit or in the common set to make them globally available.
Make sure the sets have been created and associated with business units according to business needs.
If you want to associate an action reason with your grade records, then you must create action reasons using the
Manage Action Reasons task before you load your grade records.
Loading Grades
Grade data must be supplied in the Grade.dat file for processing by HCM Data Loader.
GRADE HIERARCHY
Component
Discriminator
Grade
A grade shows the reflective rank, level, or status of a worker in an assignment in an

enterprise. For example, IC3, M3.
Grade
Grade Step
Grade steps represent the incremental points within a grade.
GradeStep
Grade Component
This Grade record defines the name and active status of a grade.
The discriminator Grade is used to load grade records using HCM Data Loader. The following Grade attributes are
commonly supplied when loading a new Grade. Other optional attributes may be available.
GRADE ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes GradeCode and SetCode.
EffectiveStartDate
The start date of the grade or the update to the grade.
EffectiveEndDate
Effective End Date
If you are supplying date-effective history, the last day for the date-effective
changes. If left blank, the effective end date is the end of time by default.
Attribute
HCM Data Loader
SetCode
* Grade Set
Sets are used as a grouping mechanism. The code of the set the grade belongs
to.
GradeName
* Name
The name of the grade. This value can be translated if you supply the
GradeTranslation.dat file.
GradeCode
* Code
A code to identify the grade. This value must unique within the set.
ActiveStatus
* Status
Indicates whether the grade is active or inactive. This value is validated using the
ActionReasonCode
Action Reason
The code of the reason for creating or updating this grade.
FLEX:PER_GRADES
_DF
Context
Supply only if loading Grade Additional Details descriptive flexfield data. The
context for the descriptive flexfield data is supplied against this attribute.
Attribute
Figure 5: Create Grade

Navigation: Workforce Structures - Manage Grades Create Grade
Grade Step Component

The Grade Step component defines the incremental points available within a grade.
The discriminator GradeStep is used to load Grade Step records using HCM Data Loader. The following
GradeStep attributes are commonly used when loading a new Grade. Other optional attributes may be available.
GRADE STEP ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes GradeCode, SetCode, and GradeStepName.
EffectiveStartDate
The start date of the grade step or the update to the grade step.
EffectiveEndDate
Effective End Date
If supplying date-effective history, the last day for the date-effective changes. If
left blank, the effective end date is the end of time by default.
GradeId*1
n/a
The grade this grade step is for. If using user keys, supply the GradeCode and
Attribute
HCM Data Loader

Attribute
SetCode attributes.
If you supplied a source key for the grade record, then supply the same
that is, GradeId(SourceSystemId).
GradeStepSequence
* Step Number
Specifies the sequence of the steps in the grade.
GradeStepName
* Step Name
The name of the grade step, which must be unique for this grade. The grade step
name can be translated by loading translated values in the
GradeStepTranslation.dat file.
CeilingStepFlag
* Ceiling Step
Set to Y if this is the ceiling step for the grade; otherwise set to N. One grade step
must be marked as the ceiling step for a grade.
GradeCode
Code
The code that uniquely identifies the grade within the set. Required if no other key
type is supplied to identify the grade.
SetCode
Grade Set
The code that uniquely identifies the set the grade belongs to. Required if no other
key type is supplied to identify the grade.
user key.
Figure 6: Create Grade: Grade Step Details

Navigation: Workforce Structures - Manage Grades - Create: Grade Steps
Grade Dat File Example

Creating Simple Grade Using Source Keys
This file creates grades without grade steps.
Grade.dat
METADATA|Grade|SourceSystemOwner|SourceSystemId|EffectiveStartDate|SetCode|GradeCode|
GradeName|ActiveStatus
MERGE|Grade|VISION|ADMIN|1951/01/01|COMMON|ADMIN|Administrator|A
MERGE|Grade|VISION|SPEC|1951/01/01|COMMON|SPEC|Specialist|A
MERGE|Grade|VISION|IC1|1951/01/01|COMMON|IC1|Individual Contributor 1|A

MERGE|Grade|VISION|M1|1951/01/01|COMMON|M1|Manager 1|A
MERGE|Grade|VISION|D1|1951/01/01|COMMON|D1|Director 1|A
Creating Grades with Grade Steps Using Source Keys

This file creates five grades with grade steps and two grades without. It uses source keys to uniquely identify the
data.
Grade.dat
METADATA|Grade|SourceSystemOwner|SourceSystemId|EffectiveStartDate|SetCode|GradeCode|
GradeName|ActiveStatus
MERGE|Grade|VISION|CADET|1951/01/01|COMMON|OFF_CADET|Officer Cadet|A
MERGE|Grade|VISION|MID|1951/01/01|COMMON|MID|Midshipman|A
MERGE|Grade|VISION|SUBLT|1951/01/01|COMMON|SUB_LT|Sub-Lieutenant|A
MERGE|Grade|VISION|LT|1951/01/01|COMMON|LT|Lieutenant|A
MERGE|Grade|VISION|LT_CDR|1951/01/01|COMMON|LT_CDR|Lieutenant Commander|A
COMMENT Grade Steps
METADATA|GradeStep|SourceSystemOwner|SourceSystemId|GradeId(SourceSystemId)|Effective
StartDate|GradeStepSequence|GradeStepName|CeilingStepFlag
MERGE|GradeStep|VISION|LOW1|CADET|1951/01/01|1|Level 1|N
MERGE|GradeStep|VISION|LOW4|CADET|1951/01/01|4|Level 4|Y
MERGE|GradeStep|VISION|LOW5|MID|1951/01/01|1|Level 5|Y
MERGE|GradeStep|VISION|LOW6|SUBLT|1951/01/01|1|Level 6|N
MERGE|GradeStep|VISION|LOW10|SUBLT|1951/01/01|5|Level 10|Y
COMMENT Grade Steps for Lieutenant
MERGE|GradeStep|VISION|LT1|LT|1951/01/01|1|Level 1|N
MERGE|GradeStep|VISION|LT5|LT|1951/01/01|5|Level 5|Y
COMMENT Grade Steps for Lieutenant Commander
MERGE|GradeStep|VISION|LT_CDR1|LT_CDR|1951/01/01|1|Level 1|N
MERGE|GradeStep|VISION|LT_CDR5|LT_CDR|1951/01/01|5|Level 5|Y
Grade Errors
You may experience errors while loading Grades if the data is not provided as expected. Some of the more
Error
Resolution
You must select only one step, not several steps, as
Ensure that one step for each grade is defined as the
ceiling step for the grade.
ceiling step.
You must provide a value for the attribute Ceiling Step.
Ensure that at least one grade step is marked as the

ceiling step, by having a CeilingStepFlag value of Y.
Changing the Logical Start and End Date for Grade

It is not possible to change either the first effective start date, or last effective end date for an existing grade. Make
sure that you create your grade records with an effective start date prior to any records that will be referencing your
grades.
Deletion Support for Grade

You can delete a grade using HCM Data Loader if it is not referenced anywhere else like in an assignment, job, or a
grade rate.
Note: You cannot recover records that you delete using HCM Data Loader.
Do not supply DELETE instructions in the same file as MERGE instructions for the same grade. HCM Data Loader
does not know in which order to process the two instructions.
Deletion Dat File Example

Deleting Grades using Source Keys
This file successfully deletes existing grades. If grade steps exist they will also be purged.
Grade.dat
METADATA|Grade|SourceSystemOwner|SourceSystemId|EffectiveStartDate
DELETE|Grade|VISION|CADET|1951/01/01
DELETE|Grade|VISION|MID|1951/01/01
DELETE|Grade|VISION|SUBLT|1951/01/01
DELETE|Grade|VISION|LT|1951/01/01
DELETE|Grade|VISION|LT_CDR|1951/01/01
Grade Translation
The Grade Name can be translated. The GradeTranslation.dat file is used to provide translation data after the
Grade has been created.
GRADE TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
the source key used when creating your data or the user key attributes GradeCode
and SetCode.
EffectiveStartDate
Attribute
HCM Data Loader

Attribute
EffectiveEndDate
Effective End Date
GradeName
* Grade Name
The translated name of the grade in the language specified.
Language
* not displayed
GradeCode
Grade Code
The code that uniquely identifies the grade within the set. Required if you do not
supply the source key to identify the grade.
SetCode
Grade Set Code
The code that uniquely identifies the set the grade belongs to. Required if you do
not supply the source key to identify the grade.
Grade Translation Dat File Example

Creating Grade Translation using Source Keys
This file loads the French translation for the grades created in the Grade.dat example in the Creating Simple Grade
Using Source Keys section.
GradeTranslation.dat
METADATA|GradeTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Languag
e|GradeName
MERGE|GradeTranslation|VISION|ADMIN|1951/01/01|FR|Administrateur
MERGE|GradeTranslation|VISION|SPEC|1951/01/01|FR|Spcialiste
MERGE|GradeTranslation|VISION|IC1|1951/01/01|FR|Contributeur individuel 1
MERGE|GradeTranslation|VISION|M1|1951/01/01|FR|Superviseur 1
MERGE|GradeTranslation|VISION|D1|1951/01/01|FR|Directeur 1
Grade Step Translation

The grade step name can be translated. The GradeStepTranslation.dat file is used to provide translation data after
the grade step has been created.
GRADE STEP TRANSLATION ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
n/a
HCM Data Loader

Attribute
SourceSystemOwner
GradeCode, SetCode, and ExistingGradeStepName.
EffectiveStartDate
EffectiveEndDate
Effective End Date
GradeStepName
* Step Name
The translated name of the grade step in the language specified.
Language
* not displayed
GradeCode
Grade Code
The code that uniquely identifies the grade within the set. Required if you do not
supply the source key to identify the grade step.
SetCode
Grade Set Code
The code that uniquely identifies the set the grade belongs to. Required if you do
not supply the source key to identify the grade step.
ExistingGradeStepNa
me
Step Name
The name of the grade step supplied when creating it. Required if you do not
supply the source key to identify the grade step.
Grade Step Translation Dat File Example

Creating Grade Step Translation Using Source Keys
This file loads the French translation for the grades steps created in the Grade.dat example in Creating Grades with
Grade Steps Using Source Keys section.
GradeStepTranslation.dat
METADATA|GradeStepTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Lan
guage|GradeStepName
MERGE|GradeStepTranslation|VISION|LT_CDR1|1951/01/01|FR|Niveau 1
Creating Grade Step Translation Using User Keys

This file loads the French translation for the grades steps created in the Grade.dat example in Creating Grades with
Grade Steps Using Source Keys section.
GradeStepTranslation.dat
METADATA|GradeStepTranslation|GradeCode|SetCode|ExistingGradeStepName|EffectiveStartD
ate|Language|GradeStepName
MERGE|GradeStepTranslation|LT|COMMON|Level 1|1951/01/01|FR|Niveau 1
Grade Rate
A Grade Rate is the name of a rate that is used to identify the currency, frequency, and annualization factor within a
specific legislative data group, for example, Hourly Rate Blue Collar Workers or Overtime Rate Analysts. Usually,
rate values are associated with a grade rate. Rate values can be defined as either a range, by entering minimum
and maximum values, or a specific monetary value.
Considerations and Prerequisites for Grade Rate

Grade rates are created within a legislative data group, so you need to load your legislative data groups before
loading the grade rates.
If you want to associate an action reason with your grade rate records, then you must create action reasons using
the Manage Action Reasons task before you load grade rate records.
Loading Grade Rates

Grade rate data must be supplied in the GradeRate.dat file for processing by HCM Data Loader.
GRADE RATE HIERARCHY
Component
Discriminator
Grade Rate
A grade rate is the name of a rate that is used to identify the currency, frequency, and
annualization factor within a legislative data group.
GradeRate
Grade Rate Value
The monetary value or range for a grade rate.
GradeRateValue
Grade Rate Component

The Grade Rate holds information such as the currency, frequency, and annualization factor within a legislative data
group.
The discriminator GradeRate is used to load grade rate records using HCM Data Loader. The following GradeRate
attributes are commonly supplied when loading a new grade rate. Other optional attributes may be available.
GRADE RATE ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes LegislativeDataGroup and GradeRateName.
LegislativeDataGroupId *1
* Legislative Data Group
The legislative data group this grade rate is for. If using user keys, then supply the
LegislativeDataGroup attribute.
If you supplied a source key when creating the legislative data group record, then
supply the same SourceSystemId value here and add the source key hint to this
attribute name, that is, LegislativeDataGroupId(SourceSystemId).
EffectiveStartDate
* Efffective Start Date
The start date of the grade rate or the update to the grade rate.
EffectiveEndDate
Effective End Date
If supplying date-effective history, the last day for the date-effective changes. If left
blank, the effective end is the end of time by default.
HCM Data Loader
User Interface
Attribute
Prompt
GradeRateName
* Name
The name for the rate. The grade rate name is translatable. See Grade Rate
Translation on page 24.
RateType
* Rate Type
The rate type, for example, Salary, Bonus, Overtime.
This attribute is validated using the GRADE_PAY_RATE_TYPE lookup.

ActiveStatus
* Status
The rate status. This attribute is validated using the ACTIVE_INACTIVE lookup.
RateFrequency
* Frequency
Frequency of the rate, for example, Annual, Monthly, Hourly, Payroll Period.
This attribute is validated using the CMP_SALARY_BASIS lookup.
AnnualizationFactor
Annualization Factor
The multiplier to convert the rate to an annual amount.
CurrencyCode
* Currency
The currency code for the rate values defined by the Grade Rate Values
component.
ActionReasonCode
Action Reason
The code of the reason for creating or updating this grade rate.
FLEX:PER_RATES_DF
Context
Only supply if loading Rate Additional Details descriptive flexfield data. The
context of the descriptive flexfield data is supplied against this attribute.
LegislativeDataGroup
Legislative Data Group
The name of the legislative data group. Required if no other key type is supplied to
identify the legislative data group.
user key.
Figure 7: Create Grade Rate

Navigation: Workforce Structure - Manage Grade Rates Create Grade Rate
Grade Rate Value Component

The Grade Rate Value component holds the minimum and maximum amount if a range is associated with the grade
rate and the value if a specific amount is associated with the grade rate.
The discriminator GradeRateValue is used to load grade rate value records using HCM Data Loader. The following
GradeRateValue attributes are commonly supplied when loading a new grade rate. Other optional attributes may
be available.
GRADE RATE VALUE ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes LegislativeDataGroup and GradeRateName.
The legislative data group this grade rate is for. If using user keys, supply the
If you supplied a source key when creating the legislative data group record, then
RateId *1
* Grade Rate
The grade rate this value is for. If using user keys, supply the GradeRateName
attribute.
If you supplied a source key for the grade rate, supply the same SourceSystemId
value here and add the source key hint to this attribute name, that is, RateId
(SourceSystemId).
RateObjectId*1
* Grade
The grade this rate value is for. If using user keys, supply the GradeCode and
SetCode attributes.
If you supplied a source key when creating the grade record, supply the same
that is, RateObjectId(SourceSystemId).
EffectiveStartDate
The start date of the grade rate value or the update to the grade rate value.
EffectiveEndDate
Effective End Date
MinimumAmount
Minimum
The minimum amount of the range. If the minimum is provided, then the maximum
is required.
MaximumAmount
Maximum
The maximum amount of the range. If the maximum is provided, then the minimum
is required.
MidValueAmount
Midpoint
The midpoint of the range. If this value is left blank, then the system will populate
the midpoint as (minimum + maximum) / 2.
ValueAmount
Value
A specific value. This is not required if minimum and maximum values are
provided.
GradeRateName
* Name
The name for the rate this value is for.
The name of the legislative data group. Required if no other key type is supplied to
identify the legislative data group.
GradeCode
* Grade
The code of the grade this rate value is for. Required if no other key type is
supplied to uniquely identify the grade.
SetCode
* Grade Set
The code for the set the grade belongs to. Required if no other key type is supplied
to uniquely identify the grade.
user key.
Figure 8: Grade Rate Values

Navigation: Workforce Structures - Manage Grade Rates - Create: Grade Rate Values - Add Row
Grade Rate Dat File Example

Creating Grade Rates Using Source Keys
This file creates grade rates with grade rate values.
The referenced grades can be created using the Grade.dat example in the Creating Grades with Grade Steps Using
Source Keys section on page 16. The referenced legislative data group can be created using the
LegislativeDataGroup.dat file found in the Loading Setup Data Using HCM Data Loader white paper, available from
MOS (DOC ID: 2042956.1).
GradeRate.dat
METADATA|GradeRate|SourceSystemOwner|SourceSystemId|LegislativeDataGroupId(SourceSyst
emId)|EffectiveStartDate|GradeRateName|RateType|ActiveStatus|RateFrequency|Annualizat
ionFactor|CurrencyCode
MERGE|GradeRate|VISION|GR_CIV_SAL|LDG_VI_UK|2000/01/01|Civilian
Salary|SALARY|A|ANNUAL|1|GBP
METADATA|GradeRateValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupId(Sourc
eSystemId)|RateId(SourceSystemId)|RateObjectId(SourceSystemId)|EffectiveStartDate|Min
imumAmount|MaximumAmount|ValueAmount
MERGE|GradeRateValue|VISION|GRV_ADMIN|LDG_VI_UK|GR_CIV_SAL|ADMIN|2000/01/01|||16500
MERGE|GradeRateValue|VISION|GRV_SPEC|LDG_VI_UK|GR_CIV_SAL|SPEC|2000/01/01|25472|53103
|
Grade Rate Errors

You may experience errors while loading Grade Rate if the data is not provided as expected. Some of the more
Error
Resolution
You must enter the value, or both the minimum and maximum.
Minimum and maximum must be provided together. If you provide

the value, then you dont need to provide minimum and maximum.
The maximum value must be greater than the midpoint.
Provide a maximum value that is greater than the midpoint value.
The minimum value must be less than the midpoint.
Provide a minimum value that is less than the midpoint value.
Deletion Support for Grade Rate

You can delete a grade rate using HCM Data Loader if it is not referenced, for example, by a salary basis. If you
delete a grade rate, the grade rate values are deleted along with the grade rate.
Do not supply DELETE instructions in the same file as MERGE instructions for the same grade rate.

Deleting Grade Rates Using Source Keys
This file deletes existing grades rates, referencing the existing grade rate by source key. If grade rate values exist,
these are also purged.
GradeRate.dat
METADATA|GradeRate|SourceSystemOwner|SourceSystemId|EffectiveStartDate
DELETE|GradeRate|VISION|GR_CIV_SAL|2000/01/01
Deleting Grade Rates using User Keys

This file deletes existing grades rates, referencing the existing grade rate by user key. If grade rate values exist,
these are also purged.
GradeRate.dat
METADATA|GradeRate|LegislativeDataGroup|GradeRateName|EffectiveStartDate
DELETE|GradeRate|Vision UK|Civilian Salary|2000/01/01
Grade Rate Translation

The grade rate GradeRateName can be translated. The GradeRateTranslation.dat file is used to provide
translation data after the grade rate has been created.
GRADE RATE TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
ExistingGradeRateName and LegislativeDataGroup.
EffectiveStartDate
EffectiveEndDate
Effective End Date
The end date of the translated value. If left blank, the translated value will exist
until the end of time.
GradeRateName
* Name
The translated grade rate name, in the language specified by the Language
attribute.
Language
* not displayed
Attribute
HCM Data Loader
ExistingGradeRateNa
me
Name
The name of the grade rate this translation record is for. Required if no other key
type is supplied to uniquely identify the grade rate being translated.
The legislative data group name that the grade rate belongs to. Required if no
other key type is supplied to uniquely identify the grade rate being translated.
Attribute
Grade Rate Translation Dat File Examples

Translating Grade Rates Using Source Keys
This file translates existing grades rates, referencing the existing grade rate by source key.
GradeRateTranslation.dat
METADATA|GradeRateTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Lan
guage|GradeRateName
MERGE|GradeRateTranslation|VISION|GR_CIV_SAL|2000/01/01|FR|Salaire civile
Translating Grade Rates Using User Keys

This file translates existing grades rates, referencing the existing grade rate by user key.
GradeRateTranslation.dat
METADATA|GradeRateTranslation|LegislativeDataGroup|ExistingGradeRateName|EffectiveSta
rtDate|Language|GradeRateName
MERGE|GradeRateTranslation|Vision UK|Civilian Salary|2000/01/01|FR|Salaire civile
Grade Ladder
A grade ladder is a hierarchy of grades representing the sequence of grades and how a worker would typically
progress.
You can set up grade ladders consisting of grades with steps or grades without steps but not a combination.
Grade ladders of grades with steps are typically used if the workers progress according to certain rules from one
step to the next, for example, based on the length of service and each step is associated with a specific monetary
value.
Step rates are different from grade rates. Whereas grade rates can be shared across grades and ladders and can
be accessed through the grade rate UI, step rates are defined just for one grade ladder and cannot be shared
across grade ladders.
Considerations and Prerequisites for Grade Ladder

For a Grade Ladders you must specify the grade set. Only then you can add grades of that grade set or of the
Common Set to the ladder.
Make sure the sets have been created and associated with the business units according to the customers business
needs.
If you want to associate an Action Reason with your Grade Ladder records these must be created prior to loading
your Grade Ladder records using the Manage Action Reasons task.
Loading Grade Ladder

Grade Ladder data must be supplied in the GradeLadder.dat file for processing by HCM Data Loader.
GRADE LADDER HIERARCHY
Component
Discriminator
Grade Ladder
A grade ladder is a hierarchy of grades, which is used to order grades and define rates
for the grades or the steps attached to the grade.
GradeLadder
Grades In Ladder
Grades in Ladder are the grades that have been added to the grade ladder.
GradesInLadder
Step Rate
A step rate is a pay rate that is defined for the grade steps.
StepRate
Step Rate Value
Step rate value is the monetary value for a step rate.
StepRateValue
Grade Ladder Component

The Grade Ladder holds the basic information about the grade ladder like the name, if it is for grades with or without
steps and the grade set.
The discriminator GradeLadder is used to load Grade Ladder records using HCM Data Loader. The following
GradeLadder attributes are commonly used when loading a new GradeLadder. Other optional attributes may be
available.
GRADE LADDER ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attribute GradeLadderName.
EffectiveStartDate
The start date of the grade ladder or the update to the grade ladder.
EffectiveEndDate
Effective End Date
left blank the effective end date will default until the end of time.
GradeSetCode
* Grade Set
The set code for the grades to be included in this ladder.
GradeLadderName
* Name
The name of the grade ladder. The grade ladder name is translatable. See Grade
Attribute
Ladder Translation on page 33.

GradeType
* Grade Type
The type of ladder, Grade (GRADE) or Grade with Steps (STEP). A combination of
these two is not possible.
ActveStatus
* Status
The status of the grade ladder.

This attribute is validated using the ACTIVE_INACTIVE lookup.
ActionReasonCode
Action Reason
FLEX:PER_GRADE_L Context
ADDERS_DF
The code for the action reason.

Only supply if loading Grade Ladder Additional Details DFF data. The context of
the DFF data is supplied against this attribute.
user key.
Figure 9: Create Grade Ladder

Navigation: Workforce Structures - Manage Grade Ladders Create Grade Ladder
Grades In Ladder Component

The Grades In Ladder component holds the grades included in the grade ladder, like the Grade Code and the
sequence.
The discriminator GradesInLadder is used to load Grades In Ladder records using HCM Data Loader. The following
GradesInLadder attributes are commonly used when loading a new GradeLadder. Other optional attributes may be
available.
GRADES IN LADDER ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes GradeCode, GradeSetCode, and
GradeLadderName.
EffectiveStartDate
The start date of the grade in ladder record or the update to the grade in ladder.
EffectiveEndDate
Effective End Date
GradeLadderId
* Name
A unique reference to the grade ladder this record is for. If using user keys supply
the GradeLadderName.
Attribute
If you supplied a source key for the grade ladder, supply the same value here and
add the source key hint to the attribute name, that is,
GradeLadderId(SourceSystemId).
GradeId *1
Grade Name/Code
ID is not displayed
A unique reference to the grade. If using user keys supply the GradeCode and
GradeSetCode attributes.
If you supplied a source key when creating the Grade record, supply the same
that is, GradeId(SourceSystemId).
GradesInLadderSequ
ence
Not displayed
The sequence of the grades in the grade ladder.
GradeLadderName
* Name
The name of the grade ladder.
GradeCode
Name
The code of the grade. Required if no other key type is supplied to identify the
grade.
GradeSetCode
Code
The code of the set the grade belongs to. Required if no other key type is supplied
to identify the grade.
user key.
Figure 10: Create Grade Ladder: Grades

Navigation: Workforce Structures - Manage Grade Ladders - Create: Grades
Step Rate Component

The Step Rate component holds information like the currency, frequency, and annualization factor within a
legislative data group.
If you are creating a grade ladder with a GradeType of STEP and supplying step rates, you must supply a
StepRateValue record for every step of every grade included in the grade ladder.
The discriminator StepRate is used to load Step Rate records using HCM Data Loader. The following StepRate
attributes are commonly used when loading a new Grade Ladder. Other optional attributes may be available.
STEP RATE ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes RateName, LegislativeDataGroup, and
GradeLadderName.
EffectiveStartDate
The start date of the rate record or the update to the rate.
EffectiveEndDate
Effective End Date
GradeLadderId*1
* Grade Ladder Name
The grade ladder this rate is for. If using user keys supply the attributes;
GradeLadderName.
If you supplied a source key when creating the Grade Ladder, supply the same
that is, GradeLadderId(SourceSystemId).
RateName
* Grade Step Rate Name The name of the rate in the grade ladder. The rate name is translatable, see Step
Rate Translation on page 34.
The legislative data group this grade rate is for. If using user keys supply the
HCM Data Loader
User Interface
Attribute
Prompt
If you supplied a source key when creating the Legislative Data Group record,
RateType
Rate Type
The rate type, for example, Salary, Bonus, Overtime.

This attribute is validated using the GRADE_PAY_RATE_TYPE lookup.
RateFrequency
Frequency
Frequency of the rate, for example, Annual, Monthly, Hourly, Payroll Period.
This attribute is validated using the CMP_SALARY_BASIS lookup.
AnnualizationFactor
Annualization Factor
The multiplier to convert the rate to an annual amount.
CurrencyCode
Currency
The currency code for the rate values defined by the Grade Rate Values
component.
ActiveStatus
Not displayed
The rate status. This attribute is validated using the ACTIVE_INACTIVE lookup.
This is defaulted to ACTIVE.
The name of the legislative data group. Required if no other key type is supplied
to identify the legislative data group.
GradeLadderName
Name
The name of the grade ladder. Required if no other key type is supplied to identify
the grade ladder.
user key.
Figure 11: Create Grade Ladder: Grade Step Rates

Navigation: Workforce Structures - Manage Grade Ladders - Create: Rate Values
Step Rate Value Component

The Step Rate Value component holds the amount for each step as monetary value.
The discriminator StepRateValue is used to load Step Rate value records using HCM Data Loader. The following
StepRateValue attributes are commonly used when loading a new Grade Ladder. Other optional attributes may be
available.
STEP RATE VALUE ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
RateId *1
* Grade Step Rate Name The Step Rate this value is for. If using user keys supply the attributes RateName,
LegislativeDataGroup, GradeLadderName.
source key or the user key attributes RateName, LegislativeDataGroup,
GradeLadderName, GradeCode, GradeSetCode, and GradeStepName.
If you supplied a source key when creating the Step Rate record, supply the same
that is, RateId(SourceSystemId)
RateObjectId *1
* not displayed
The grade step the rate value is for. If using user keys supply the attributes
GradeCode, GradeSetCode, GradeStepName.If you supplied a source key when
creating the referenced Grade Step, supply the same SourceSystemId value here
and add the source key hint to this attribute name, that is,
RateObjectId(SourceSystemId)
StepRateValueAmount
Value
The value for each step for this grade step rate.
LegislationCode
not displayed
Code of the legislation.
User key attributes that are only required if no other key type is supplied to uniquely identify the object they reference.
RateName
Grade Step Rates: Name
The name of the rate this value is for. Required if no other key type is supplied to
identify the rate.
The legislative data group name. Required if no other key type is supplied to
identify the rate.
GradeLadderName
Grade Ladder Name
The name of the grade ladder this rate value is for. Required if no other key type is
supplied to identify the grade ladder.
GradeCode
Grade Code
The code of the grade this rate value is for. Required if no other key type is
supplied to identify the grade.
GradeSetCode
Grade Set
The code of the set for the grade this rate value is for. Required if no other key
type is supplied to identify the grade.
GradeStepName
Grade Step Name
The name of the grade step this rate is for. Required if no other key type is
supplied to identify the grade step.
user key.
Grade Ladder Errors

You may experience errors while loading Grade Ladder if the data is not provided as expected. Some of the more
Error
Resolution
The grade set for the grade must equal the grade set for the grade
ladder.
You can only add grades to a grade ladder that are either defined in
Common Set or the same set as the Grade Ladder.
You cannot change the grade set because grades are associated
with the grade ladder.
Change the set of the grade ladder if no assignments are

associated with this ladder. Remove the associated grades. The
grades defined in another set cannot be added back in afterwards.
You cannot add grade step rates to the grade ladder because there
are no grades attached to the ladder.
Add the grades to the ladder before you can add the step rates.
You cannot add grades of type GRADE to a grade ladder of type

STEP.
If you have supplied a GradeType of STEP all grades included in

the ladder must have grade steps.
The RateValue object RateId attribute value is null and does not
match the parent Rate object expected value 300100074191385.
If you are creating a grade ladder with a GradeType of STEP and

supplying step rate values you must supply a StepRateValue record
for every step of every grade included in the grade ladder.
Grade Ladder Dat File Example

Creating Grade Ladder Using Source Keys
This file creates a grade ladder with step rate values.
The referenced grades can be created using the Grade.dat example in the Creating Grades with Grade Steps Using
Source Keys section on page 16. The referenced legislative data group can be created using the
LegislativeDataGroup.dat file found in the Loading Setup Data Using HCM Data Loader white paper, available from
MOS (DOC ID: 2042956.1).
GradeLadder.dat
METADATA|GradeLadder|SourceSystemOwner|SourceSystemId|EffectiveStartDate|GradeSetCode
|GradeLadderName|GradeType|ActiveStatus
MERGE|GradeLadder|VISION|GRD_LDR_OFF|1951/01/01|COMMON|Officer|STEP|A
METADATA|GradesInLadder|SourceSystemOwner|SourceSystemId|EffectiveStartDate|GradeLadd
erId(SourceSystemId)|GradeId(SourceSystemId)|GradesInLadderSequence
MERGE|GradesInLadder|VISION|GRD_IN_LDR_CADET|1951/01/01|GRD_LDR_OFF|CADET|1
MERGE|GradesInLadder|VISION|GRD_IN_LDR_MID|1951/01/01|GRD_LDR_OFF|MID|2
MERGE|GradesInLadder|VISION|GRD_IN_LDR_SUBLT|1951/01/01|GRD_LDR_OFF|SUBLT|3
MERGE|GradesInLadder|VISION|GRD_IN_LDR_LT|1951/01/01|GRD_LDR_OFF|LT|4
MERGE|GradesInLadder|VISION|GRD_IN_LDR_LT_CDR|1951/01/01|GRD_LDR_OFF|LT_CDR|5
METADATA|StepRate|SourceSystemOwner|SourceSystemId|EffectiveStartDate|GradeLadderId(S
ourceSystemId)|RateName|LegislativeDataGroupId(SourceSystemId)|RateType|RateFrequency
|AnnualizationFactor|CurrencyCode|ActiveStatus
MERGE|StepRate|VISION|STP_RT_OFF|1951/01/01|GRD_LDR_OFF|Officer Step
Rates|LDG_VI_UK|SALARY|ANNUAL|1|GBP|A
METADATA|StepRateValue|SourceSystemOwner|SourceSystemId|EffectiveStartDate|RateId(Sou
rceSystemId)|RateObjectId(SourceSystemId)|LegislationCode|StepRateValueAmount
MERGE|StepRateValue|VISION|SRV_LOW1|2015/01/01|STP_RT_OFF|LOW1|GB|16633
MERGE|StepRateValue|VISION|SRV_LT1|2015/01/01|STP_RT_OFF|LT1|GB|39236
MERGE|StepRateValue|VISION|SRV_LT_CDR1|2015/01/01|STP_RT_OFF|LT_CDR1|GB|49424
Deletion Support for Grade Ladder

You can delete grade ladders using HCM Data Loader if it is not referenced by another object, for example an
assignment. For grade ladders with steps, the step rates and the values are deleted along with the grade ladder.
Do not supply DELETE instructions in the same file as MERGE instructions for the same grade ladder. HCM Data
Loader does not know in which order to process the two instructions.
Deleting a grade ladder does not delete the associated grades.

Deleting Grade Ladder Using Source Keys
This file deletes existing grades ladders, referencing the existing grade ladder by source key.
GradeLadder.dat
METADATA|GradeLadder|SourceSystemOwner|SourceSystemId|EffectiveStartDate
DELETE|GradeLadder|VISION|GRD_LDR_OFF|1951/01/01
Grade Ladder Translation

The Grade Ladder GradeLadderName can be translated. The GradeLadderTranslation.dat file is used to provide
translation data after the Grade Ladder has been created.
GRADE LADDER TRANSLATION ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
SourceSystemOwner
n/a
You must provide a unique reference for the record being translated. Either supply
the source key used when creating your data, or alternatively supply the user key
attributes; ExistingGradeLadderName.
HCM Data Loader
EffectiveStartDate
The start date of the translated value, this should match the EffectiveStartDate of
the record being translated.
EffectiveEndDate
Effective End Date
The end date of the translated value. If left blank the translated value will exist until
the end of time.
GradeLadderName
* Name
The translated grade ladder name in the language specified by the Language
attribute.
Language
* not displayed
The language of the supplied translated value, for example, FR, DE.
Attribute
ExistingGradeLadder
Name
Name
The name of the grade ladder this translation is for. Required if you do not supply
the source key to identify the grade ladder.
Grade Ladder Translation Dat File Examples

Translating Grade Ladder Using Source Keys
This file translates existing grade ladders, referencing the grade ladder by source key.
GradeLadderTranslation.dat
METADATA|GradeLadderTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|L
anguage|GradeLadderName
MERGE|GradeLadderTranslation|VISION|GRD_LDR_OFF|1951/01/01|FR|Officier
Step Rate Translation

The Step Rate RateName can be translated. The StepRateTranslation.dat file is used to provide translation data
after the Step Rate has been created.
STEP RATE TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
attributes; ExistingRateName, LegislativeDataGroup
EffectiveStartDate
EffectiveEndDate
Effective End Date
the end of time.
RateName
* Name
The translated rate name in the language specified by the Language attribute.
Language
* not displayed
Attribute
ExistingRateName
Name
The name of the step rate this translation is for. Required if you do not supply the
HCM Data Loader

Attribute
source key to identify the step rate.
The name of the legislative data group the step rate belongs to. Required if you do
not supply the source key to identify the step rate.
Job Family
Job Family enables you to group jobs, facilitating easy reporting across similar jobs. For example, you can group the
Trust Analyst and Operations Analyst jobs into a job family named Analyst.
Considerations and Prerequisites for Job Family

If you want to associate an Action Reason with your Job Family records, these must be created prior to loading your
Job Family records using the Manage Action Reasons task.
Loading Job Family

Job Family data must be supplied in the JobFamily.dat file for processing by HCM Data Loader.
JOB FAMILY HIERARCHY
Component
Discriminator
Job Family
Job families enable you to group jobs, facilitating easy reporting across similar jobs. For
example, you can group the Trust Analyst and Operations Analyst jobs into a job family
name Analyst.
JobFamily
JobFamily Component
The discriminator JobFamily is used to load job family records using HCM Data Loader. The following JobFamily
attributes must be supplied when loading a new job family. Other optional attributes may be available, generate and
review the template file for this object to identify all available attributes.
JOB FAMILY ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
SourceSystemOwner
source key or the user key attribute JobFamilyName.
EffectiveStartDate
The start date of the job family, or the update to the job family if supplying dateeffective history.
EffectiveEndDate
Effective End Date
If supplying date-effective history the last day of the date-effective changes. If left
JobFamilyName
* Name
The name of the job family, this must be unique for the enterprise. Supply the
name in the language of the user that will be loading your new job families.
This can be translated for your other enabled languages by supplying the
JobFamilyTranslation.dat file.
FLEX:PER_JOB_FAM Context Value

ILY_DFF
Only supply if loading Job Family Attributes DFF data. The context for the DFF
data is supplied against this attribute.
ActionReasonCode
Action Reason
The user defined code for the Action Reason.
ActiveStatus
* Status
Indicates if the job family is active or inactive. It is validated using the

Figure 12: Create Job Family

Navigation: Workforce Structures - Manage Job Families
Job Family Dat File Example

Creating Job Families Using Source Keys
This file creates job families with valid grades and legislative data.
JobFamily.dat
METADATA|JobFamily|SourceSystemOwner|SourceSystemId|EffectiveStartDate|JobFamilyName|
ActiveStatus
MERGE|JobFamily|VISION|ANALYST|2000/01/01|Analyst|A
MERGE|JobFamily|VISION|TECHNICIAN|2000/01/01|Technician|A
MERGE|JobFamily|VISION|CONSULT|2000/01/01|Consultant|A
MERGE|JobFamily|VISION|MANAGEMENT|2000/01/01|Management|A
Deletion Support for Job Family

You can delete Job Family using HCM Data Loader if the job family isnt referenced by any job.
Care should be taken when using HCM Data Loader to delete records, deleted records cannot be recovered. Do not
supply DELETE instructions in the same file as MERGE instructions.
Delete Job Family Dat File Examples

Deleting Job Family Using Source Key
This file will delete an existing job family, referencing the existing job family by source key.
JobFamily.dat
METADATA|JobFamily|SourceSystemOwner|SourceSystemId|EffectiveStartDate
DELETE|JobFamily|VISION|TECHNICIAN|2000/01/01
Deleting Job Family using User Key

This file deletes an existing job family, referencing the existing job family by user key.
JobFamily.dat
METADATA|JobFamily|JobFamilyName|EffectiveStartDate
DELETE|JobFamily|Analyst|2000/01/01
Job Family Translation

The job family name can be translated. The JobFamilyTranslation.dat file is used to provide translation data after
the job family has been created.
JOB FAMILY TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
attributes; BaseJobFamilyName
EffectiveStartDate
The start date of the job family this translation is for.
EffectiveEndDate
Effective End Date
JobFamilyName
* Name
The translated value for the job family name.
Language
* not displayed
The language of translated value, for example, FR, DE.
Attribute
BaseJobFamilyName
Name
The name of the job family that you want to translate. Required if you do not
Job Family Translation Dat File Examples

Translating Job Families Using Source Keys
This file translates existing job families, referencing the existing job family by source key.
JobFamilyTranslation.dat
METADATA|JobFamilyTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Lan
guage|JobFamilyName
MERGE|JobFamilyTranslation|VISION|ANALYST|2000/01/01|FR|Analyste
MERGE|JobFamilyTranslation|VISION|TECHNICIAN|2000/01/01|FR|Technicien
Translating Job Families Using User Keys

This file translates existing job families, referencing the existing job family by user key.
JobFamilyTranslation.dat
METADATA|JobFamilyTranslation|BaseJobFamilyName|EffectiveStartDate|Language|JobFamily
Name
MERGE|JobFamilyTranslation|Consultant|2000/01/01|FR|Consultant
MERGE|JobFamilyTranslation|Management|2000/01/01|FR|Manager
Job
A job represents one or more roles that may be performed by an individual within an organization.
Considerations and Prerequisites for Job

Jobs are set enabled, that is, they can be created within a specific set to restrict their use to a certain business unit
or they can be created in Common Set to make them globally available.
needs.
If you want to associate job families with your jobs, then you need to load the job families before you load the jobs.
If you want to associate valid grades with your jobs, then you need to load the grades before you load the jobs. Valid
grades can be used to default or enforce the grade for an assignment.
If you want to associate an Action Reason with your Job records these must be created prior to loading your Job
records using the Manage Action Reasons task.
To use Benchmark Jobs, you first load the Benchmark Jobs with the Benchmark Job Flag set to Yes. Then you load
the rest of the Jobs. For those Jobs that should reference a Benchmark Job, use the Benchmark Job ID or Code to
populate the referenced Benchmark Job.
Loading Job
Job data must be supplied in the Job.dat file for processing by HCM Data Loader.
JOB HIERARCHY
Component
Discriminator
Job
One or more roles that may be performed by an individual within an organization.
Job
Job Valid Grade
A grade that is valid for this job.
JobGrade
Job Evaluation
Job Evaluation is used to capture job evaluation criteria, for example, to record the
required points for know-how, accountability and problem solving, if the hay evaluation
system is used.
JobEvaluation
Job Extra Information
The extensible flexfield data for the Job.
JobExtraInfo
Job Legislative Extra

Information
The legislative extensible flexfield data for the Job.
JobLegislative
Job Component
The Job component holds the base definition of a job, including benchmark job, progression job, and medical
checkup information.
The discriminator Job is used to load Job records using HCM Data Loader. The following Job attributes are
commonly used for new Jobs. Other optional attributes may be available.
JOB ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes JobCode and SetCode.
EffectiveStartDate
The start date of the job or the update to the job.
EffectiveEndDate
Effective End Date
If supplying date-effective history, the last day for the date-effective changes. If left
blank the effective end date will default until the end of time.
SetCode
* Job Set
Sets are used as a grouping mechanism. The code of the set the job belongs to
ActionReasonCode
Action Reason
Name
* Name
The name of the job. Supply the value in the language of the user that will be
loading your new jobs.
JobTranslation.dat file.
JobCode
* Code
A code to identify the job, this must unique within the Set.
ActiveStatus
* Status
Indicates if the job is active or inactive. It is validated using the ACTIVE_INACTIVE

lookup.
FullPartTime
Full Time or Part Time
Specify if the job is full or part-time. This attribute is validated using the
PART_FULL_TIME lookup.
RegularTemporary
Regular or Temporary
Specify if the job is regular or temporary. This attribute is validated using the
REGULAR_TEMPORARY lookup.
Job Family
Optionally specify a job family for the job. If supplying the user key use the
JobFamilyName attribute.
*1
JobFamilyId
appropriate hint to the attribute name.
JobFunctionCode
Job Function
The code for the job function. This attribute is validated using the
JOB_FUNCTION_CODE lookup.
ApprovalAuthority
Level
Integer number to identify levels across jobs which are used for approvals if the job
list builder is used.
ManagerLevel
Management Level
The management level of the job. This attribute is validated using the
MANAGER_LEVEL lookup.
MedicalCheckupRequired
Medical Checkup
Required
Indicates if the job requires medical checkup.
BenchmarkJobFlag
Benchmark
Indicates if this job is a benchmark job.
BenchmarkJobId *1
Benchmark Job
Identifier of the benchmark job.
ProgressionJobId *1
Progression Job
Next possible job during promotion.
FLEX:PER_JOBS_DFF
Context Value
Only supply if loading Job Attributes DFF data. The context for the DFF data is
supplied against this attribute.
JobFamilyName
Job Family
The name of the job family this job belongs to. Required if you want your job to be
part of a job family and no other key type is supplied to uniquely reference the job
family.
BenchmarkJobCode
Benchmark Job
Code of the job that is used as an example for other jobs. Required if a benchmark
HCM Data Loader
User Interface
Attribute
Prompt
job is to be specified and no other key type has been supplied to reference it.
ProgressionJobCode
Progression Job Code
Code of the progression job. Required if a progression job is to be specified and

no other key type has been supplied to reference it.
user key.
Figure 13: Create Job: Basic Details

Navigation: Work Structures - Manage Jobs - Create
Figure 14: Create Job: Job Details

Navigation: Work Structures - Manage Jobs - Create: Details
Job Valid Grade Component

The Job Valid Grade component defines the valid grades for a job.
The discriminator JobGrade is used to load Job Valid Grade records using HCM Data Loader. Valid grades can be
supplied when creating a new job, or maintained independently for existing jobs. The following JobGrade attributes
are commonly used when creating valid grades.
JOB VALID GRADE ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes GradeCode, SetCode, and JobCode.
JobId*1
* Code
The unique reference to job this valid grade is for. If using user keys supply the
JobCode and SetCode attributes.
Attribute
If you supplied a source key for the Job record, supply the same SourceSystemId
value here and add the source key hint to this attribute name , that is,
JobId(SourceSystemId)
GradeId*1
* Grade
The unique reference to the grade. The grade must belong to the same set as the
job. If supplying the user key value use the GradeCode, SetCode attributes.
appropriate hint to the attribute name, for example, GradeId(SourceSystemId).
JobCode
Code
The code of the job this grade is for. Required if no other key type is supplied to
identify the job.
SetCode
Job Set
The code of the set the job belongs to. Required if no other key type is supplied to
identify the job or grade.
GradeCode
Grade
The code of the grade. The grade must belong to the same set as the Job.
Required if no other key type is supplied to identify the grade.
user key.
Figure 15: Create Job: Valid Grades

Job Evaluation Component

The Job Evaluation component captures the evaluation criteria for a job.
The discriminator JobEvaluation is used to load Job Evaluation records using HCM Data Loader. Job evaluation
records can be supplied when creating a new job, or maintained independently for existing jobs. The following
JobEvaluation attributes are commonly used when creating job evaluation criteria. Other attributes may exist.
Generate a template file for Job to retrieve the attribute names used for flexfield segments.
JOB EVALUATION ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
SourceSystemOwner
*1
JobId
n/a
source key or the user key attributes SetCode, JobCode, EvaluationSystem, and
DateEvaluated.
* Name / Code
The unique reference to job this evaluation is for. If using user keys supply the
JobCode and SetCode attributes.
value here and add the source key hint to this attribute name, that is,
EvaluationSystem
* Evaluation System
The evaluation system used for the job, for example Hay System. This attribute is
validated using the EVAL_SYSTEM lookup.
DateEvaluated
* Evaluation Date
Date of the evaluation.
MeasuredIn
Measured In
The measurement unit for the evaluation, for example points. This attribute is
validated using the EVAL_SYSTEM_MEAS lookup.
Mandatory if using the Hay System.
Knowhow
Knowhow
Know how is a seeded criterion for the hay evaluation system. Mandatory if using
the Hay System.
Accountability
Accountability
Accountability is a seeded criterion for the hay evaluation system. Mandatory if

using the Hay System.
ProblemSolving
Problem Solving
Problem Solving is a seeded criterion for the hay evaluation system. Mandatory if
FLEX:PER_EVALUAT
ION_CRITERIA_DFF
Context
Only supply if loading Evaluation Criteria Attributes DFF data. The context for
the DFF data is supplied against this attribute.
JobCode
Code
The code of the job this job evaluation is for. Required if no other key type is
supplied to identify the job.
SetCode
Job Set
identify the job.
user key.
Figure 16: Create Job: Evaluation Criteria

Navigation: Work Structures - Manage Jobs - Create: Evaluation Criteria
Job Extra Information Component

The Job Extra Information component holds extensible flexfield data for the Job.
The discriminator JobExtraInfo is used to load Job Extra Information records using HCM Data Loader. The
following JobExtraInfo attributes must be supplied when loading a new job that has extensible flexfield data
associated with it. Generate a template file for Job to retrieve the attribute names used for flexfield segments.
You cannot load Job Extra Information records independently, they must always be supplied with the parent Job
record, in the same Job.dat file.
JOB EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes SetCode, JobCode, JeiInformationCategory,
and SequenceNumber
JobId*1
* Name / Code
The unique reference to job this extensible flexfield data is for. If using user keys
supply the JobCode and SetCode attributes.
Attribute
EffectiveStartDate
The start date of the job extra information, or the update to the job extra
information.
EffectiveEndDate
Effective End Date
InformationType
n/a
Context Code for the extensible flexfield.
FLEX:PER_JOBS_EI
T_EFF
n/a
The context code for the Job EIT Information extensible flexfield data is supplied
against this attribute.
HCM Data Loader

Attribute
EFF_CATEGORY_C
ODE
n/a
Supply JOB_EIT.
JobCode
Code
The code of the job this extensible flexfield data is for. Required if no other key
type is supplied to identify the job.
SetCode
Job Set
identify the job.
SequenceNumber
n/a
The sequence number is only relevant for multi-row contexts and identifies the
order of the rows. Even for multi-row contexts it is optional as the system would
creating new extensible flexfield data the SequenceNumber becomes mandatory
as it is part of the user key.
user key.
Figure 17: Create Job: Job Extra Information

Job Legislative Extra Information Component

The Job Legislative Extra Information component holds the legislative extensible flexfield data for the Job.
The discriminator JobLegislative is used to load Job Legislative Extra Information records using HCM Data Loader.
The following JobLegislative attributes must be supplied when loading a new job that has legislative extensible
flexfield data associated with it. Generate a template file for Job to retrieve the attribute names used for flexfield
segments.
You cannot load Job Legislative Extra Information records independently, they must always be supplied with the
parent Job record.
JOB LEGISLATIVE EXTRA INFORMATION ATTRIBUTES
HCM Data Loader

Attribute
SourceSystemId /
SourceSystemOwner
*1
JobId
n/a
source key or the user key attributes SetCode, JobCode, InformationCategory,
and SequenceNumber.
* Name / Code
The unique reference to job this extensible flexfield data is for. If using user keys
supply the JobCode and SetCode attributes.
EffectiveStartDate
The start date of the job legislative information, or the update to the job legislative
information.
EffectiveEndDate
Effective End Date
InformationCategory
n/a
Extensible flexfield context code.
LegislationCode
n/a
Code of the legislation that this context applies to.
FLEX:PER_JOBS_LE
G_EFF
n/a
The context code for the Job Legislative Information extensible flexfield data is
EFF_CATEGORY_C
ODE
n/a
Supply JOB_LEG.
JobCode
Job Code
The code of the job this extensible flexfield data is for. Required if no other key
type is supplied to identify the job.
SetCode
Job Set Code
identify the job.
SequenceNumber
n/a
user key.
Figure 18: Create Job: Job Legislative Data

Job Dat File Example

Creating Jobs with Valid Grades Using Source Keys
This file creates jobs with valid grades and legislative data.
METADATA|Job|SourceSystemOwner|SourceSystemId|EffectiveStartDate|SetCode|JobCode|Name
|ActiveStatus|FullPartTime|RegularTemporary|JobFamilyId(SourceSystemId)|JobFunctionCo
de|ManagerLevel
MERGE|Job|VISION|SALES_CONS|2000/01/01|COMMON|SALES_CONS|Sales
Consultant|A|FULL_TIME|R|CONSULT||9
MERGE|Job|VISION|SALES_MGR|2000/01/01|COMMON|SALES_MGR|Sales
Manager|A|FULL_TIME|R|MANAGEMENT|MANAG|6
MERGE|Job|VISION|SALES_DIR|2000/01/01|COMMON|SALES_DIR|Sales
Director|A|FULL_TIME|R|MANAGEMENT|MANAG|1
MERGE|Job|VISION|MRKT_CONS|2000/01/01|COMMON|MRKT_CONS|Marketing
Consultant|A|FULL_TIME|R|CONSULT||9
MERGE|Job|VISION|MRKT_MGR|2000/01/01|COMMON|MRKT_MGR|Marketing
Manager|A|FULL_TIME|R|MANAGEMENT|MANAG|6
MERGE|Job|VISION|MRKT_DIR|2000/01/01|COMMON|MRKT_DIR|Marketing
Director|A|FULL_TIME|R|MANAGEMENT|MANAG|1
METADATA|JobGrade|SourceSystemOwner|SourceSystemId|EffectiveStartDate|JobId(SourceSys
temId)|GradeId(SourceSystemId)
MERGE|JobGrade|VISION|SALES_CONS_IC1|2000/01/01|SALES_CONS|IC1
MERGE|JobGrade|VISION|SALES_MGR_M1|2000/01/01|SALES_MGR|M1
MERGE|JobGrade|VISION|SALES_DIR_M1|2000/01/01|SALES_DIR|D1
MERGE|JobGrade|VISION|MRKT_CONS_IC1|2000/01/01|MRKT_CONS|IC1
MERGE|JobGrade|VISION|MRKT_MGR_M1|2000/01/01|MRKT_MGR|M1
MERGE|JobGrade|VISION|MRKT_DIR_M1|2000/01/01|MRKT_DIR|D1
METADATA|JobLegislative|SourceSystemOwner|SourceSystemId|JobId(SourceSystemId)|Effect
iveStartDate|LegislationCode|FLEX:PER_JOBS_LEG_EFF|EFF_CATEGORY_CODE|InformationCateg
ory|_FLSA_STATUS(PER_JOBS_LEG_EFF=HRX_US_JOBS)|_EEO1_CATEGORY(PER_JOBS_LEG_EFF=HRX_US
_JOBS)
MERGE|JobLegislative|VISION|JL_SALES_CONS|SALES_CONS|2000/01/01|US|HRX_US_JOBS|JOB_LE
G|HRX_US_JOBS|EXEMPT|SALES
MERGE|JobLegislative|VISION|JL_SALES_MGR|SALES_MGR|2000/01/01|US|HRX_US_JOBS|JOB_LEG|
HRX_US_JOBS|EXEMPT|MIDLEVEL
MERGE|JobLegislative|VISION|JL_SALES_DIR|SALES_DIR|2000/01/01|US|HRX_US_JOBS|JOB_LEG|
HRX_US_JOBS|EXEMPT|EXECS
Job Errors
You may experience errors while loading Jobs if the data is not provided as expected. Some of the more commonly
occurring errors are:
Error
Resolution
You cannot enter a benchmark job that is the same as

the job code. Select a different benchmark job.
If you want to make this job a benchmark job, then set the BenchmarkJobFlag to
Y. Only provide the BenchmarkJobCode or Id to identify a benchmark you want
to associate this job with.
A job cannot be designated as a benchmark and be

associated to a benchmark job. You must enter one or
the other.
You cannot set the BenchmarkJobFlag to Y and provide a BenchmarkJobCode

or Id. First load all jobs that you want to use as benchmarks with the
BenchmarkJobFlag set to Y leaving the BenchmarkJobCode and Id blank. Then
load the jobs you want to associate with those benchmarks by providing the
BenchmarkJobCode or Id of the previously loaded benchmarks jobs.
The know how, accountability, and problem solving

points cannot be updated if the evaluation system does
not equal Hay Evaluation System.
The predefined evaluation criteria know how, accountability and problem solving
are only valid for the Hay evaluation system. If you define a custom evaluation
system, then you must define your own evaluation criteria.
You must enter the evaluation measurements for the

Hay evaluation system.
If you are using the Hay evaluation system, then you must provide evaluation
points for all 3 evaluation criteria.
Deletion Support for Job

You cannot delete Jobs using HCM Data Loader. You can instead make those jobs which are no longer used,
inactive.
Inactivate Job Dat File Examples

Making Job Inactive Using Source Keys
This file inactivates existing jobs, referencing the existing job by source key.
Job.dat
METADATA|Job|SourceSystemOwner|SourceSystemId|EffectiveStartDate|ActiveStatus
MERGE|Job|VISION|MRKT_CONS|2015/01/01|I
Job Translation
The job name can be translated, the JobTranslation.dat file is used to provide translation data after the job has
been created.
JOB TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
attributes; JobCode and SetCode.
EffectiveStartDate
the job being translated.
EffectiveEndDate
Effective End Date
Name
* Job Name
The translated value for the job name in the language specified.
Language
* not displayed
The language of the translated job name, for example, FR, DE.
Attribute
JobCode
n/a
The code of the job this translation is for. This must be supplied if not supplying the
source key attributes.
SetCode
Job Set Code
The code of the set the job belongs to. This must be supplied if not supplying the
source key attributes.
Job Translation Dat File Examples

Translating Jobs Using Source Keys
This file translates existing jobs, referencing the existing job by source key.
JobTranslation.dat
METADATA|JobTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Language|
Name
MERGE|JobTranslation|VISION|SALES_CONS|2000/01/01|FR|Consultant en Ventes
MERGE|JobTranslation|VISION|SALES_MGR|2000/01/01|FR|Superviseur des Ventes
MERGE|JobTranslation|VISION|SALES_DIR|2000/01/01|FR|Directeur des Ventes
Translating Jobs Using User Keys

This file translates existing jobs, referencing the existing job by user key.
JobTranslation.dat
METADATA|JobTranslation|EffectiveStartDate|SetCode|JobCode|Language|Name
MERGE|JobTranslation|2000/01/01|COMMON|MRKT_CONS|FR|Consultant en Marketing
MERGE|JobTranslation|2000/01/01|COMMON|MRKT_MGR|FR|Superviseur de Marketing
MERGE|JobTranslation|2000/01/01|COMMON|MRKT_DIR|FR|Directeur de Marketing
Organization
Organizations can be any organizing unit in the internal or external structure of your Enterprise.
Organization structures provide the framework for performing legal reporting, financial control, and management
reporting.
An organization can also represent a physical structure, such as a warehouse.
For HCM, an Organization is a logical group of people working together. We typically only use internal organizations
such as Legal Entities, Business Units, Divisions, and Departments.
Considerations and Prerequisites for Organization

Departments are set enabled, that is, they can be created within a specific set to restrict their use to a certain
business unit or they can be created in Common Set to make them globally available.
needs.
If you want to associate an Action Reason with your Organization records these must be created prior to loading
your Organization records using the Manage Action Reasons task.
The same organization can have multiple classifications. This means the same organization can be reused to have
multiple functions, for example a division can be also a department. So you can load multiple classifications for the
same organization unit.
Only departments are set enabled. The other organizations are not set enabled.
If you want to associate locations with your organizations, then you need to load the locations before you load the
organizations.
If you want to associate a reporting manager with your organization, then you need to load the organizations first
without the manager, then load the person and assignments and afterwards update your organizations with the
reporting manager.
As a person is hired into a legal employer and business unit and usually a department, you cannot load the persons
first before you load your organizations.
Loading Organization
Organization data must be supplied in the Organization.dat file for processing by HCM Data Loader.
ORGANIZATION HIERARCHY
Component
Discriminator
Organization
An organization is a logical group of people working together. It has a classification that

determines its type. For example department, legal employer.
Organization
Organization
Classification
The classification determines the type of organization. For example department, legal
employer.
OrgUnitClassification
Organization Extra
Information
The extensible flexfield for Organization.
OrgInformation
Organization Component
The Organization component defines the name, classification, location and legal reporting unit for the organization.
The discriminator Organization is used to load Organization records using HCM Data Loader. The following
Organization attributes are commonly used when loading a new Organization. Other attributes may exist.
Generate a template file for Job to retrieve the attribute names used for flexfield segments.
ORGANIZATION ATTRIBUTES
HCM Data
Loader Attribute
User Interface Prompt Functional Description
SourceSystemId /
SourceSystemOwner
n/a
You must provide a unique reference for the record being created. Supply either
a source key or the user key attributes Name and ClassificationName.
EffectiveStartDate
The start date of the organization, or update to the organization if supplying dateeffective history.
EffectiveEndDate
Effective End Date
Name
* Name
The name of the organization. Supply the name in the language of the user that
will be creating your new organization.
OrganizationTranslation.dat file.
InternalAddressLine
Internal Address Line
Internal address of the organization.
ClassificationCode
n/a
The code for the organizations classification. Alternatively the

ClassificationName can be supplied.
Valid values for HCM classifications are:
ENTERPRISE
Enterprise
DEPARTMENT
Department
HCM_BARGAINING_ASSOCIATION
Bargaining Association
HCM_DIVISION
Division
HCM_DISABILITY_ORGANIZATION
Disability Organization
HCM_REPORTING_ESTABLISHMENT Reporting Establishment
ActionReasonCode
LocationId
*1
HCM_LEMP
Legal Employer
HCM_LRU
Legal Reporting Unit
HCM_PSU
Payroll Statutory Unit
Action Reason
Location
The location of the organization. If supplying the user key value, use the
LocationSetCode, LocationCode attributes.
If you supplied a source key when creating the Location, supply the same
that is, LocationId(SourceSystemId).
EstablishmentId*1
n/a
Only supply for organizations that have a Legal Reporting Unit classification. If
supplying the user key, use the EstablishmentName attribute.
If you supplied a source key when creating the establishment, supply the same
that is, EstablishmentId(SourceSystemId).
LegalEntityIdentfier
n/a
Should only be supplied for organizations that have a Legal Employer

classification.
HCM Data
Loader Attribute
FLEX:
PER_ORGANIZATIO
N_UNIT_DFF
User Interface Prompt Functional Description

Context Value
Only supply if loading Organization Attributes DFF data. The context for the
DFF data is supplied against this attribute.
ClassificationName
In the UI we dont use the

The name of the organizations classification. See the ClassificationCode
term Organization but have attribute for the list of valid HCM classification names.
specific UIs for each of
them, for example Manage
Departments, Manage
Divisions, and so on. For
these examples
Department and Division
are the classification names.
LocationCode
Location
The code of the location for the organization. Required if you want to supply a
location for the organization and no other key type is supplied to identify the
location.
LocationSetCode
Location Set Code
The code of the set the location belong to. Required if you want to supply a
location for the organization and no other key type is supplied to identify the
location.
EstablishmentName
User key attribute for EstablishmentId. Only supply for organizations that have a
Legal Reporting Unit classification where no other key type has been supplied to
identify the establishment.
user key.
Figure 19: Create Department

Navigation: Workforce Structures - Manage Departments - Create
Each Organization has its own dedicated UI, Manage Departments is one example
Figure 20: Create Reporting Establishment

Navigation: Workforce Structures - Manage Reporting Establishments - Create
Organization Classification Component

The Organization Classification component defines the type of organization, for example department, legal
employer. You must supply at least one classification when creating a new organization.
The discriminator OrgUnitClassification is used to load Organization Classification records using HCM Data
Loader. The following OrgUnitClassification attributes are commonly used when loading a new Organization.
Other optional attributes may be available, generate and review the template file for this object to identify all
available attributes.
ORGANIZATION CLASSIFICATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
You must provide a unique reference for the record being created. Supply
either a source key or the user key attributes ClassificationName, and
OrganizationName.
EffectiveStartDate
The start date of the organization classification. This should match the
Organizations effective start date.
EffectiveEndDate
Effective End Date
If supplying date-effective history the last day of the date-effective changes. If

left blank, this value is the end of time by default.
OrganizationId *1
* Name
The organization this classification is for. If supplying user keys use the
OrganizationName attribute.
Attribute
If you supplied a source key for the Organization record, supply the same
that is, OrganizationId(SourceSystemId)
ClassificationCode
n/a
The code for the organizations classification. Alternatively the

ClassificationName can be supplied. Valid values for HCM classifications are:
ENTERPRISE
Enterprise
DEPARTMENT
Department
HCM_BARGAINING_ASSOCIATION
Bargaining Association
HCM_DIVISION
Division
HCM_DISABILITY_ORGANIZATION
Disability Organization
HCM_REPORTING_ESTABLISHMENT Reporting Establishment
HCM Data Loader

Attribute
HCM_LEMP
Legal Employer
HCM_LRU
HCM_PSU
Payroll Statutory Unit
Status
* Status
Indicates if the classification is active or inactive. This attribute is validated

using the lookup ACTIVE_INACTIVE
SetCode
Department Set
Mandatory for Department classifications. The code for the set the organization
belongs to.
Do not supply for other classification types.
LegislationCode
n/a
Only supply for Legal Employer classifications. The legislation code derived
from the legal entity.
OrganizationName
Name
The name of the organization this classification is for. Required if no other key
type is supplied to identify the organization.
ClassificationName
In the UI, we do not use the

term Organization but have
specific UIs for each of them.
For example, Manage
Departments, Manage
these examples,
The name of the organizations classification. See the ClassificationCode

attribute for the list of valid HCM classification names.
user key.
Figure 21: Manage Departments: Other Classifications

Navigation: Workforce Structures - Manage Departments
Example of how the Other Classifications are displayed there is no classification UI, but you can see for reference which other
classifications an Organization has. Other Classifications are displayed in the contextual area when navigating to an existing
Organization.
Organization Extra Information Component

The Organization Extra Information component holds the extensible flexfield information for an organization.
The discriminator OrgInformation is used to load Organization Extra Information records using HCM Data Loader.
The following OrgInformation attributes must be supplied when loading a new organization that has extensible
flexfield data associated with it. Generate a template file for Organization to retrieve the attribute names used for
flexfield segments.
You cannot load Organization Extra Information records independently, they must always be supplied with the
parent Organization record, in the same Organization.dat file.
ORGANIZATION EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
You must provide a unique reference for the record being created. Supply
either a source key or the user key attributes OrganizationName,
ClassificationName, OrgInformationContext, and SequenceNumber.
EffectiveStartDate
The start date of the organization extensible flexfield data. This should match
the Organizations effective start date.
EffectiveEndDate
* Effective End Date
If supplying date-effective history the last day of the date-effective changes. If

left blank, this value is the end of time by default.
OrganizationId *1
* Name
The organization this extensible flexfield data is for. If supplying user keys use
the OrganizationName and ClassificationName attributes
If you supplied a source key for the Organization record, supply the same
that is, OrganizationId(SourceSystemId)
FLEX:
n/a
PER_ORGANIZATION_IN
FORMATION_EFF
Mandatory attribute. The context of the Organization Information EFF data

must be supplied against this attribute.
OrgInformationContext
n/a
Context Code for the extensible flexfield. This value should match the value
for the FLEX:PER_ORGANIZATION_INFORMATION_EFF attribute.
EFF_CATEGORY_CODE
n/a
Mandatory attribute. The extensible flexfield category code must be supplied

against this attribute. The extensible flexfield category code is the code of the
classification for all organizations except Legal Employer, PSU and TRU. For
these 3 the extensible flexfield category code will be for example HCM_LEMP_
<2 char leg code>.
You can find the category code by navigating to the Manage Extensible
Flexfields page and searching for the Flexfield Code
PER_ORGANIZATION_INFORMATION_EFF. Select and edit the
Organization Information EFF record. Expand the Category hierarchy to find
the relevant code for the organization type.
SequenceNumber
n/a
Unique sequence number for the extensible flexfield record for an organization.
This should start at 1, with the second EFF record for an organization having a
sequence number of 2 etc.
OrganizationName
<Organization> Name
The name of the organization this extensible flexfield record is for. Required if
no other key type is supplied to identify the organization.
user key.
Figure 22: Organization Information extensible flexfield

Navigation: Workforce Structures - Manage Departments - Create: Department Details
Figure 23: Organization Legislative Extra Information

Navigation: Workforce Structures - Manage Departments - Create: Department Details
Organization Dat File Examples

Creating an Organization Using Source Keys
This file creates an organization with division and department classifications and Organization Extra Information EFF
data.
The referenced location can be created using the Location dat file example supplied in the Creating Locations Using
Source Keys section on page 10.
METADATA|Organization|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Name|Classi
ficationCode|LocationId(SourceSystemId)
MERGE|Organization|VISION|MRKT|2000/01/01|Marketing|HCM_DIVISION|LOC_HQ
METADATA|OrgUnitClassification|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Or
ganizationId(SourceSystemId)|ClassificationCode|SetCode|Status
MERGE|OrgUnitClassification|VISION|MRKT_DIV|2000/01/01|MRKT|HCM_DIVISION||A
MERGE|OrgUnitClassification|VISION|MRKT_DEPT|2000/01/01|MRKT|DEPARTMENT|COMMON|A
METADATA|OrgInformation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Organizat
ionId(SourceSystemId)|FLEX:PER_ORGANIZATION_INFORMATION_EFF|EFF_CATEGORY_CODE|OrgInfo
rmationContext|SequenceNumber|_REPORTING_NAME(PER_ORGANIZATION_INFORMATION_EFF=PER_OR
G_MANAGER_INFO)
MERGE|OrgInformation|VISION|MRKT_INFO|2000/01/01|MRKT|PER_ORG_MANAGER_INFO|HCM_DIVISI
ON|PER_ORG_MANAGER_INFO|1|Vision Marketing
Creating a Disability Organization Using Source Keys

This file creates a disability organization.
The referenced location can be created using the Location dat file example supplied in the Creating Locations Using
Source Keys section on page 10.
METADATA|Organization|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Name|Classi
ficationName|LocationId(SourceSystemId)
MERGE|Organization|VISION|CLARITY|2000/01/01|Disability Organization Name|Disability
Organization|LOC_HQ
ganizationId(SourceSystemId)|ClassificationName|Status
MERGE|OrgUnitClassification|VISION|CLARITY_DIS|2000/01/01|CLARITY|Disability
Organization|A
Organization Errors
You may experience errors while loading Organizations if the data is not provided as expected. Some of the more
Error
Resolution
The attribute {ATTRIBUTE_NAME} is invalid for the classification

{CLASSIFICATION_NAME}.
There is one generic organization service that is used for all

classifications. Some attributes are specific to one classification.
You must ensure that you only provide attributes that are valid for
the specified classification.
You must associate at least one classification to an organization.
You cannot load an organization without associating it with a

classification.
You cannot classify an organization as an enterprise.
As all organizations are created within the context of an Enterprise,

you cannot make any existing organization an Enterprise.
Deletion Support for Organization

You cannot delete organizations using HCM Data Loader. You can make those organization classifications which
are no longer used, inactive. However, you cannot make the organization itself inactive, but instead use the status of
the classification to make it inactive. For example, for an organization that has 2 classifications; department and
division, you can make the division inactive but leave the department as active so that you can still continue to use
the department.
If you want to deactivate the whole organization, you need to set the status for all classifications to inactive.
Inactivate Organization Dat File Examples

Making an Organization Inactive Using Source Keys
This file inactivates an existing organization classification, referencing the organization and its classification by
source key. You must supply a record for the organization with an effective start date of the date on which the
classification becomes inactive. If all classifications are made inactive the organization also becomes inactive.
Organization.dat
METADATA|Organization|SourceSystemOwner|SourceSystemId|EffectiveStartDate
MERGE|Organization|VISION|CLARITY|2015/01/01
ganizationId(SourceSystemId)|Status
MERGE|OrgUnitClassification|VISION|CLARITY_DIS|2015/01/01|CLARITY|I
Organization Translation
The Organization Name can be translated. The OrganizationTranslation.dat file is used to provide translation data
after the Organization has been created.
ORGANIZATION TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
attributes; BaseName, ClassificationName.
EffectiveStartDate
the organization being translated.
EffectiveEndDate
Effective End Date
Name
* Name
The translated name of the organization in the language specified.
Language
* not displayed
The language of the supplied translated value.
Attribute
BaseName
Name
The name of the Organization supplied when creating it. Required if you do not
ClassificationName
In the UI we dont use the

The name of the organizations classification. Required if you do not supply the
term Organization but have source key.
specific UIs for each of them,
for example Manage
Departments, Manage
these examples
Organization Translation Dat File Examples

Translating Organization Using Source Keys
This file translates an existing organization, referencing the existing organization by its source key.
OrganizationTranslation.dat
METADATA|OrganizationTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|
Language|Name
MERGE|OrganizationTranslation|VISION|MRKT|2000/01/01|FR|Marketing
Translating Organization Using User Keys

This file translates an existing organization, referencing the existing organization by its user key.
OrganizationTranslation.dat
METADATA|OrganizationTranslation|EffectiveStartDate|BaseName|ClassificationName|Langu
age|Name
MERGE|OrganizationTranslation|2000/01/01|Disability Organization Name|Disability
Organization|FR|Nom Organisation des personnes handicapes
Position
A Position is an instance of a job within a department. Often, a location and grade is also specified.
Considerations and Prerequisites for Positions

Positions are created within a business unit, so business units need to be created before you can load the Positions.
Job and Department are also mandatory attributes of the Position, so they need to be loaded before as well.
If you want to associate locations with your positions, then you need to load the locations before you load the
positions.
If you want to associate valid grades with your positions, then you need to load the grades before you load the
positions. Valid grades can be used to default or enforce the grade for an assignment.
If you want to associate an Action Reason with your Job records these must be created prior to loading your Job
records using the Manage Action Reasons task.
Loading Position
Position data must be supplied in the Position.dat file for processing by HCM Data Loader.
POSITION HIERARCHY
Component
Discriminator
Position
A position is an instance of a job within an organization. For example, you can create a
position HR Manager UK for the Human Resources organization for the Manager job.
Position
Position Valid
Grade
Grades that are valid for a position.
PositionGrade
Position Evaluation
Position evaluation is used to capture position evaluation criteria, for example, to record
the required points for know-how, accountability and problem solving, if the hay
evaluation system is used.
PositionEvaluation
Position Extra
Information
Represents the extensible structure for the position.
PositionExtraInfo
Position Legislative
Extra Information
Represents the legislative extensible structure for the position.
PositionLegislative
Position Component
The Position holds information like the Business Unit, Job, Department, Location and FTE, and Headcount.
The discriminator Position is used to load Position records using HCM Data Loader. The following Position
attributes are commonly used when loading a new Position. Other optional attributes may be available.
POSITION ATTRIBUTES
HCM Data Loader
User Interface
Attribute
Prompt
SourceSystemId /
SourceSystemOwner
n/a
source key or the user key attributes BusinessUnitName and PositionCode.
EffectiveStartDate
The start date of the position, or the update to the position if supplying dateeffective history.
EffectiveEndDate
* Effective End Date
PositionCode
* Code
A unique code for the position within the business unit.
BusinessUnitName
* Business Unit
The name of the business unit this position belongs to.
Name
* Name
The position name. This can be translated for your other enabled languages by
supplying the PositionTranslation.dat file.
ActionReasonCode
Action Reason Code
The action reason code for the position.
ActiveStatus
* Status
The status of the position. This attribute is validated using the ACTIVE_INACTIVE
lookup.
DepartmentId *1
* Department
The department for the position. If supplying the user key value use the
DepartmentName attribute.
If you supplied a source key when creating the department, supply the same
that is, DepartmentId(SourceSystemId).
JobId *1
* Job
The job associated with the job. If supplying the user key value use the JobCode,
JobSetCode attributes.
If you supplied a source key when creating the job, supply the same
that is, JobId(SourceSystemId).
LocationId *1
Location
The optional location for this position. If supplying the user key value use the
LocationCode, LocationSetCode attributes.
If you supplied a source key when creating the location, supply the same
that is, LocationId(SourceSystemId).
SupervisorId *1
Manager
The optional supervisor for this position. If supplying the user key value use the
SupervisorPersonNumber attribute.
If you supplied a source key when creating the supervisor, supply the same
that is, SupervisorId(SourceSystemId).
SupervisorAssignmentId *1 Manager
The optional supervisors assignment for this position. If supplying the user key
value use the SupervisorAssignmentNumber attribute.
If you supplied a source key when creating the supervisor assignment, supply the
same SourceSystemId value here and add the source key hint to this attribute
name, that is, SupervisorAssignmentId(SourceSystemId).
FullPartTime
Full Time or Part Time
Specify if the position is full or part-time. This attribute is validated using the
PART_FULL_TIME lookup.
RegularTemporary
Regular or Temporary
Specify if the position is regular or temporary. This attribute is validated using the
REGULAR_TEMPORARY lookup.
FLEX:PER_POSITIONS_
DFF
Context Value
Only supply if loading Position Attributes DFF data. The context for the DFF data
is supplied against this attribute.
HCM Data Loader
User Interface
Attribute
Prompt
HiringStatus
* Hiring Status
The position hiring status, for example, Proposed, Frozen, Approved. This attribute
is validated using the HIRING_STATUS lookup.
PositionType
Type
The type of the position, for example Pooled, Shared, Single Incumbent or None.
This attribute is validated using the POSITION_TYPE lookup.
FTE
FTE
Full-time equivalent
HeadCount
Head Count
The head count, for example 1.
SecurityClearance
Security Clearance
The security clearance level for the position. This attribute is validated using the
SECURITY_CLEARANCE lookup.
ProbationPeriod
Probation Period
The length of the probation period. This attribute expects an integer.
ProbationPeriodUnitCd
Probation Period
The unit for the optional probation period, for example, Day, Week, Month or Year.
This attribute is validated using the PROBATION_PERIOD lookup.
BargainingUnitCd
Bargaining Unit
The bargaining unit code. This attribute is validated using the

BARGAINING_UNIT_CODE lookup.
OverlapAllowedFlag
Overlap Allowed
Is overlap allowed?
SeasonalFlag
Seasonal
Indicates if the position is seasonal.
SeasonalStartDate
Seasonal Start Date
The start date for seasonal positions.
SeasonalEndDate
Seasonal End Date
The end date for seasonal positions.
GradeLadderId
Grade Ladder
The optional grade ladder for this position. If supplying the user key value use the
GradeLadderName attribute.
If you supplied a source key when creating the grade ladder, supply the same
that is, GradeLadderId(SourceSystemId).
EntryGradeId*
Entry Grade
The optional entry grade for this position. If supplying the user key value, use the
EntryGradeCode, EntryGradeSetCode, and EntryStepName attributes.
If you supplied a source key when creating the grade, supply the same
that is, EntryGradeId(SourceSystemId).
EntryStepId*
Entry Step
The optional entry grade step for this position. If supplying the user key value, use
the EntryGradeCode and EntryGradeSetCode attributes.
If you supplied a source key when creating the grade step, supply the same
that is, EntryStepId(SourceSystemId).
WorkingHours
Working Hours
Number of standard working hours.
Frequency
Frequency
The frequency for the standard working hours. This attribute is validated using the
FREQUENCY lookup. Frequency is mandatory if you supply WorkingHours.
StartTime
Start Time
Regular start time.
EndTime
End Time
Regular end time.
DepartmentName
Department
The name of the department for the position. Required if no other key type is
supplied to identify the department.
JobCode
Job
The code for the job associated with this position. Required if no other key type is
supplied to identify the job.
HCM Data Loader
User Interface
Attribute
Prompt
JobSetCode
not displayed
The set code for the job associated with this position. Required if no other key type
is supplied to identify the job.
LocationCode
Location
The code for the location of this position. Required if you want to specify a
location for the position and no other key type is supplied to identify the location.
LocationSetCode
not displayed
The set code for the location of this position. Required if you want to specify a
location for the position and no other key type is supplied to identify the location.
SupervisorPersonNum Manager
ber
The person number of the supervisor for this position. Required if you want to
specify a supervisor and no other key type is supplied to identify the supervisor.
SupervisorAssignment Manager
Number
The assignment number of the supervisor for this position. Required if you want to
specify a supervisor and no other key type is supplied to identify the supervisor
assignment.
GradeLadderName
Grade Ladder
The name of the grade ladder for this position. Required if you want to specify a
grade ladder and no other key type is supplied to identify the grade ladder.
EntryGradeCode
Entry Grade
The code for the entry grade for this position. Required if you want to specify an
entry grade and no other key type is supplied to identify the entry grade.
EntryGradeSetCode
not displayed
The set code for the entry grade for this position. Required if you want to specify
an entry grade and no other key type is supplied to identify the entry grade.
EntryStepName
Entry Step
The name for the entry grade step for this position. Required if you want to specify
an entry grade step and no other key type is supplied to identify the entry grade
step.
user key.
Figure 24: Create Position

Navigation: Workforce Structures - Manage Positions - Create: Position Details
Position Valid Grade Component

The Position Valid Grade component holds defines the valid grades for a position.
The discriminator PositionGrade is used to load Position Valid Grade records using HCM Data Loader. The
following PositionGrade attributes are commonly used when loading a new Position. Other optional attributes may
be available.
POSITION VALID GRADE ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
PositionId *1
* Position
The unique reference to position this valid grade is for. If using user keys supply
the PositionCode attribute.
Attribute
If you supplied a source key for the Position record, supply the same
HCM Data Loader

Attribute
that is, PositionId(SourceSystemId).
EffectiveStartDate
EffectiveEndDate
Effective End Date
If supplying date-effective history, the last day of the date-effective changes. If left
* Grade
The unique reference to the grade. If supplying the user key value, use the
GradeCode and SetCode attributes.
GradeId
*1
appropriate hint to the attribute name, for example, GradeId(SourceSystemId).
BusinessUnitName
Business Unit
The name of the business unit this position belongs to. Required if no other key
type is supplied to identify the position.
PositionCode
Position Code
The code of the position. Required if no other key type is supplied to identify the
position.
GradeCode
Grade
The grade code. Required if no other key type is supplied to identify the grade.
GradeSetCode
not displayed
The set code for the grade. Required if no other key type is supplied to identify the
grade.
user key.
Figure 25: Create Position: Valid Grades

Position Evaluation Component

The Position Evaluation component holds captures the evaluation criteria for a position.
The discriminator PositionEvaluation is used to load Position Evaluation records using HCM Data Loader. The
following PositionEvaluation attributes are commonly used when loading a new Position. Other optional attributes
may be available.
POSITION EVALUATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
PositionId *1
* Position
Attribute
EvaluationSystem
* Evaluation System
The evaluation system used for the position, for example Hay System. This
attribute is validated using the EVAL_SYSTEM lookup.
DateEvaluated
* Evaluation Date
Date of the evaluation.
MeasuredIn
Measurement Unit
The measurement unit for the evaluation, for example points. This attribute is
validated using the EVAL_SYSTEM_MEAS lookup.
Mandatory if using the Hay System.
Knowhow
Knowhow
Know how is a seeded criterion for the Hay evaluation system. Mandatory if using
the Hay System.
Accountability
Accountability
Accountability is a seeded criterion for the Hay evaluation system. Mandatory if

ProblemSolving
Problem Solving
Problem Solving is a seeded criterion for the Hay evaluation system. Mandatory if
BusinessUnitName
Business Unit
PositionCode
Position Code
position.
user key.
Figure 26: Create Position: Evaluation Criteria

Navigation: Workforce Structures - Manage Positions - Create: Evaluation Criteria
Position Extra Information Component

The Position Extra Information component holds extensible flexfield data for the position.
The discriminator PositionExtraInfo is used to load Position Extra Information records using HCM Data Loader.
The following PositionExtraInfo attributes are commonly used when loading a new Position. Other optional
attributes may be available.
POSITION EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
EffectiveStartDate
EffectiveEndDate
Effective End Date
PositionId *1
* Code
Attribute
FLEX:PER_POSITIO
NS_EIT_EFF
n/a
The context code for the Position EIT Information extensible flexfield data is
EFF_CATEGORY_C
ODE
n/a
Supply POS_EIT.
PoeiInformationCateg
ory
n/a
The EFF context code.
SequenceNumber
n/a
The sequence number is only relevant for multirow contexts and identifies the
HCM Data Loader

Attribute
order of the rows. Even for multirow contexts it is optional as the system would
InformationType
n/a
Context Code for the extensible flexfield.
LegislationCode
n/a
Code of the legislation this context applies to.
BusinessUnitName
Business Unit
PositionCode
Code
position.
user key.
Figure 27: Create Position: Position Extra Information

Position Legislative Extra Information Component

The Position Legislative Extra Information component holds the legislative extensible flexfield data for the position.
The discriminator PositionLegislative is used to load Position Legislative Extra Information records using HCM
Data Loader. The following PositionLegislative attributes are commonly used when loading a new Position. Other
optional attributes may be available.
POSITION LEGISLATIVE EXTRA INFORMATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
EffectiveStartDate
Attribute
HCM Data Loader

Attribute
EffectiveEndDate
PositionId
*1
Effective End Date
* Position
The unique reference to position this valid grade is for. If using user keys, supply
FLEX:PER_POSITIO
NS_LEG_EFF
n/a
The context code for the Position Legislative Information extensible flexfield
data is supplied against this attribute.
EFF_CATEGORY_C
ODE
n/a
Supply POS_LEG.
InformationCategory
n/a
Extensible flexfield context code.
SequenceNumber
n/a
LegislationCode
n/a
Code of the legislation this context applies to.
BusinessUnitName
Business Unit
PositionCode
Position Code
position.
user key.
Figure 28: Create Position: Position Legislative Data

Position Errors
You may experience errors while loading positions if the data is not provided as expected. Some of the more
Error
Resolution
You must enter a FTE value when the position type is single or
shared.
Add a value for the FTE (full time equivalent) for single or shared
positions. The FTE takes into account the working hours. For
example, if a person works half of the standard working hours, the
FTE would be 0.5.
You must enter a FTE value that is less than or equal to one, when
the position type is single.
The position type single indicates that this position is only for one
incumbent. For one person the FTE cannot be more than 1.
You must set the headcount to one when the position type is single.
Provide the headcount to be 1 or select a different position type.
You must enter a headcount that is greater than or equal to one

when the position type is shared.
Provide the headcount to be 1 or greater or select a different position

type.
The effective start dates of all objects must match.
Ensure that the child object and the position object have the same
start date.
You must select temporary if you want to make the position

seasonal.
Set the attribute RegularTemporary to T or set the SeasonalFlag to

N.
You must enter both working hours and a frequency, or leave both
blank.
If supplying WorkingHours you must also supply Frequency.
Position Dat File Examples

Creating a Position Using Source Keys
This file creates a full time position with valid grades and a part time position with evaluation criteria.
The referenced foreign objects can be created using the example dat files provided in this document.
METADATA|Position|SourceSystemOwner|SourceSystemId|EffectiveStartDate|PositionCode|Bu
sinessUnitName|Name|ActiveStatus|DepartmentId(SourceSystemId)|JobId(SourceSystemId)|L
ocationId(SourceSystemId)|FullPartTime|RegularTemporary|HiringStatus|PositionType|FTE
|HeadCount|WorkingHours|Frequency
MERGE|Position|VISION|APP_SALES|2015/01/01|APP_SALES|HDL_BU_COMMON|Application Sales
Consultant|A|SALES|SALES_CONS|LOC_HQ|FULL_TIME|R|APPROVED|SINGLE|1|1|37.5|W
MERGE|Position|VISION|HW_SALES|2015/01/01|HW SALES|HDL_BU_COMMON|Hardware
Sales|A|SALES|SALES_CONS|LOC_HQ|PART_TIME|T|APPROVED|SINGLE|.5|1|20|W
METADATA|PositionGrade|SourceSystemOwner|SourceSystemId|PositionId(SourceSystemId)|Ef
fectiveStartDate|GradeId(SourceSystemId)
MERGE|PositionGrade|VISION|APP_SALES_IC1|APP_SALES|2015/01/01|IC1
METADATA|PositionEvaluation|SourceSystemOwner|SourceSystemId|PositionId(SourceSystemI
d)|EvaluationSystem|DateEvaluated|MeasuredIn|Knowhow|Accountability|ProblemSolving
MERGE|PositionEvaluation|VISION|HW_SALES_HAY|HW_SALES|HAY|2015/01/01|POINTS|8|10|6
Deletion Support for Position

You can delete positions using HCM Data Loader, but only if they never had an incumbent at any time. If you delete
a position, the children like valid grades and evaluation criteria will be deleted along with the position.
Care should be taken when using HCM Data Loader to delete records, deleted records cannot be recovered. Do not
supply DELETE instructions in the same file as MERGE instructions.
Delete Position Dat File Examples

Deleting Position Using Source Key
This file deletes an existing position, referencing the position by source key.
Position.dat
METADATA|Position|SourceSystemOwner|SourceSystemId|EffectiveStartDate
DELETE|Position|VISION|APP_SALES|2015/01/01
Deleting Position Using User Key

This file deletes an existing position, referencing the position by user key.
Position.dat
METADATA|Position|BusinessUnitName|PositionCode|EffectiveStartDate
DELETE|Position|HDL_BU_COMMON|APP_SALES|2015/01/01
Position Translation
The Position Name can be translated. The PositionTranslation.dat file is used to provide translation data after the
Position has been created.
POSITION TRANSLATION ATTRIBUTES
HCM Data Loader
SourceSystemId /
SourceSystemOwner
n/a
attributes; BusinessUnitName, PositionCode.
EffectiveStartDate
EffectiveEndDate
Effective End Date
the end of time.
Name
* Position Name
The translated value for the position name in the language specified.
Language
* not displayed
Attribute
BusinessUnitName
Business Unit
PositionCode
Code
position.
Position Translation Dat File Examples

Translating Position Using Source Keys
This file translates an existing position, referencing the position by its source key.
PositionTranslation.dat
METADATA|PositionTranslation|SourceSystemOwner|SourceSystemId|EffectiveStartDate|Lang
uage|Name
MERGE|PositionTranslation|VISION|APP_SALES|2015/01/01|FR|Sales Consultant
d'application
Translating Position Using User Keys

This file translates an existing position, referencing the position by its user key.
PositionTranslation.dat
METADATA|PositionTranslation|BusinessUnitName|PositionCode|EffectiveStartDate|Languag
e|Name
MERGE|PositionTranslation|HDL_BU_COMMON|HW SALES|2015/01/01|FR|Conseiller des ventes
de harware
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Loading Work Structures using HCM Data Loader
January 2016

Loading Work Structures Using HCM Data Loader

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Loading Work Structures

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Example Dat Files

Considerations and Prerequisites for Location

Changing the Logical Start and End Date for Location

Deletion Support for Location

Considerations and Prerequisites for Grade

Changing the Logical Start and End Date for Grade

Deletion Support for Grade

Grade Step Translation

Considerations and Prerequisites for Grade Rate

Loading Grade Rates

Grade Rate Errors

Deletion Support for Grade Rate

Grade Rate Translation

Considerations and Prerequisites for Grade Ladder

Loading Grade Ladder

Grade Ladder Errors

Deletion Support for Grade Ladder

Grade Ladder Translation