Oracle Fusion HCM – Steps to create HCM Extract

Data Exchange - Fusion home page

When you want to learn HCM extract , you must know the basics . So in order to start with creating HCM Extract you would need to know the following.

Pre – requisite :

In case you are new to HCM extract, you must know – What is :

  • Data Groups
  • Extract parameters
  • Records
  • Attributes
  • Filter criteria
  • Delivery options
  • Output types
  • HCM Extract Type

To know brief about these important terms you should go through below articles on basics of HCM Extract in Fusion HCM.

  1. What are the Oracle Fusion HCM Extract Type and its purpose ?
  2. HCM Extract Components in Oracle Fusion HCM- How they work explained with example?.

This will give you detailed idea about what are the HCM Extract types , why to use them and what are the HCM extract components . This is definitely going to help you while creating and running the HCM Extract in Fusion HCM.

In this article we will see how to create and run basic HCM extract in detail. “Oracle Fusion HCM – Steps to create HCM Extract”. This article might be lengthy as the steps explained in deep but if you go through these, I am damn sure that you will not have any further queries on how to create basic HCM Extract. This article would be very useful for those who are new to HCM Extract . So let’s start .

How to create HCM Extract in Oracle Fusion HCM?

Let’s create an HR Archive extract to gather a headcount report with department and employee details . Followings are the steps to create HCM extract in Fusion HCM. Steps involved :

  • Navigate to Extract Definition
  • Create extract Definition
  • Then Create department Group
  • Create Records under Data Groups 
  • Create Data Group Connections
  • Add attribute to records on the data group
  • Compile formulas and Validate the Extract Definition
  • Run the HCM Extract 
  • Define Delivery option, Creating RTF Template, creating BI Publisher report template, Defining an RTF Delivery option

1. Navigate to Extract Definition

My Client Group -> Data Exchange -> HCM Extract -> Extract Definitions

2. Click on plus(+) icon to create extract Definition

It will populate Create Extract definition page as shown below

create Extract Definition

Enter below values in the prompt fields on create extraction definition page

FieldValue
Name HR Data Extract Sample
Start Date1/1/00 (Default -Auto-Populated)
TypeHR Archive

HCM Extracts has classified into 4 sections namely Define, Design, Deliver and Validate. You could see those 4 sections on below page .

HCM Extract Define page

3. Now we need to create department Group .

Click on Design icon to create the data groups and records then click Create Data Group .

Enter : Name – Department , Tag Name – department , User Entity –PER_EXT_SEC_ORGANIZATION_UE and select Root Data Group check box. Click Save .

Note – As we enter text in the User Entity field , the system return search results that you can select .

Create Department Data group

Now we have to create record for the Department Data Group .Click plus + icon under Record section. You would be able to see below page Create Extract Records.

Create Records in HCM EXtract

Create HCM Extract in Fusion HCM

Fields Values
Sequence 10
Name Department Details
Tag Name Department_Details
Type Header Records
Process Type Fast Formula

After saving , go to Action drop down and click Generate Formula

Similarly, create another record with following input and click save.

FieldsValues
Sequence20
NameDepartment Summary
Tag NameDepartment_Summary
TypeTrailer record
Process TypeFast Formula

After saving , go to Action drop down and click Generate Formula.

4. Create another Data Group – Employees

Click + plus icon under Data Group to create new data group

Enter : Name – Employees , Tag Name – Employees , User Entity –PER_EXT_SEC_ASSIGNMENT_BASIC_UE . Click Save .

Employees Data Group

After creating Employees Data group and then we will create Employee Detail record with following input.

FieldsValues
Sequence10
NameEmployees Detail
Tag NameEmployees_Detail
TypeDetail record
Process Type Fast Formula

Then click Save. After saving , go to Action drop down and click Generate Formula. Now click Save .

Employee Details Record

5. Now we need to create Data Group Connections

Click Connect Data Groups on the employees (for that click on Data group) and click + add .

  • Add Parent Data group – Departments ,
  • Search for and select Parent Data Group Database item as Extract Organization ID (PER_EXT_ORG_ORGANIZATION_ID) ,
  • Search for and select Database Item as Extract Assignment Department ID (PER_EXT_ASG_BASIC_ORG_ID)
Connect Data Groups

Now, on the Department Summary record , select correct under Edit drop down and Enter Next Data Group as – Employees as shown below and click save .

Next Data Group- HCM Extract

6. And now add attribute to records on the data group

  • On the Department Details record on the Departments Data Group , click + plus icon to create attribute as Department Name and enter values as shown in below table and click save. (Here I am creating only one attribute for Department Details record – If you need you can add more attributes)
FieldsValues
Name Department Name
Tag NameDepartment_Name
Short CodeDname
Data TypeText
TypeDatabase item group
Database Item GroupExtract Organization Name
Output LabelDepartment Name
Output Column5

  • Now similarly, on Department Summary record on the Departments Data Group , click + plus icon to create attribute as Record Code and enter values as shown in below table.
FieldsValues
Name Record Code
Tag NameRecord_Code
Short CodeRcode
Data TypeText
TypeString
String Value999
Output LabelRecord Code
Output Column5
  • Create another attribute as Employee Count for Department Summary Record using following information
FieldsValues
Name Employee Count
Tag NameEmployee_Count
Short CodeEcount
Data TypeNumber
TypeSummary element
Aggregate FunctionCount
Aggregate Record NameEmployees Employees Detail
Output Column10
  • On the Employee Detail record on the Employees Data Group , click + plus icon to create attribute as Full Name and enter values as shown in below table and click save.
FieldsValues
Name Full Name
Tag NameFull_Name
Short CodeFname
Data TypeText
TypeDatabase item group
Database Item GroupPerson Full Name
Output LabelFull Name
Output Column5
  • Likewise you can create more attributes as Gender , Date Of Birth, Salary, Bonus etc . In this case I have added only one attribute

7. Compile formulas and Validate the Extract Definition

First compile all the formulae for records for that select record under Data group and then click on Action drop down and select Compile Formula check out below snapshot for your reference .

Compile Formula

After compiling every record formulas click save, and lastly click on submit.

You could see below Validate Message without error and then click ok.

Validate Message in HCM Extract

Note : If you see a warning that the delete archives must be selected, you can ignore it.

8. Run the HCM Extract

To run the extract, now navigate to My Client Group -> Data Exchange -> HCM Extract ->Submit Extract

Search and select HR Data Extract Sample which we have created then you will land on below page. Enter the details as shown in below snapshot and then click on Submit .

Submit Extract Instance

You would be able to see below screen – with Extract Status – Running

HR Data Extract Status -Running

9. Define Delivery option, Creating RTF Template, creating BI Publisher report template, Defining an RTF Delivery option

As this article became too lengthy, we will see above mentioned detailed steps(that is 9th step) in next part of this article.

Hope you all enjoyed reading this !!!

In case any query , do comment and subscribe so that you will be notified when I post new article.

Swati Undale

Author: Swati Undale

Hello , my name is Swati Undale and I am Certified Oracle Global Human Resources Cloud 2019 Implementation Specialist .This is my blog where i post all useful information related to Oracle HCM based on my experience and knowledge.

6 Replies to “Oracle Fusion HCM – Steps to create HCM Extract

  1. This is the best article I have seen on creation of HCM extract. The snapshots helps alot to understand thoroughly. Nice blog.

Leave a Reply

Your email address will not be published. Required fields are marked *