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AN.100 APPLICATION EXTENSIONS AND


INTERFACES FUNCTIONAL DESIGN
HCM Fusion to ODS – Person Extract

Author: Vinay Hardas, KBACE Technologies, Inc.


Creation Date: October 13, 2014
Last Updated: January 4, 2018
Version: DRAFT 1B

Approvals: Approval Signatures & Signoff Date:

Kathleen Gansemer HRIT Program Manager, E&CA

Yegneshwar Ragi Director, Systems Consulting HRIS, Xerox Services

Julie Tallas VP Systems Consulting, Xerox Services


Copyright © 2018 KBACE / Xerox - PROPRIETARY and CONFIDENTIAL
AN.100 Application Extensions and Interfaces Functional Design HCM Fusion to ODS – Person Extract

Document Control

Change Record

Date Author Version Change Reference

13-Oct-2014 Vinay Hardas DRAFT 1A No Previous Document


12-Nov-2014 Vinay Hardas DRAFT 1B Added Person Legislative and EFF Files.
Changed the selection criteria for Element Entries and
Absences. User-Defined Table for Element Entries selection.

Reviewers

Reviewer Position
Diego Morcote ODS Technical Lead, KBACE Technologies Inc.
Kautilya Verma Sr. Director, Fusion Technology Strategy, KBACE Technologies Inc.
Amit Pabbathi Sr. Project Manager, KBACE Technologies Inc.

Distribution

Copy No. Name Location


1 Library Master Project Library
2 Project Manager
3
4

Note to Holders:
If you receive an electronic copy of this document and print it out, please write your name on the equivalent of the
cover page, for document control purposes.

If you receive a hard copy of this document, please write your name on the front cover, for document control
purposes.

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AN.100 Application Extensions and Interfaces Functional Design HCM Fusion to ODS – Person Extract

Table of Contents

Contents
Document Control ............................................................................................................................................................................ iii
Change Record ............................................................................................................................................................................ iii
Reviewers ................................................................................................................................................................................... iii
Distribution ................................................................................................................................................................................. iii
Topical Essay...................................................................................................................................................................................... 5
Basic Business Needs ................................................................................................................................................................... 5
Reasoning for Customization ....................................................................................................................................................... 6
Major Features .................................................................................................................................................................................. 7
Assumptions ................................................................................................................................................................................ 7
Pre-Requisites .............................................................................................................................................................................. 7
Selection Criteria ......................................................................................................................................................................... 7
BI Report, HCM Extract, Program Names .................................................................................................................................... 7
Input Parameters ......................................................................................................................................................................... 8
Output File ................................................................................................................................................................................... 8
File Transmission ......................................................................................................................................................................... 8
Frequency .................................................................................................................................................................................... 9
Completion Status ....................................................................................................................................................................... 9
Re Executing ................................................................................................................................................................................ 9
Extract Components ........................................................................................................................................................................ 10
File Layout and Format Description ........................................................................................................................................... 10
Open and Closed Issues ................................................................................................................................................................... 11
Open Issues................................................................................................................................................................................ 11
Closed Issues .............................................................................................................................................................................. 11

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AN.100 Application Extensions and Interfaces Functional Design HCM Fusion to ODS – Person Extract

Topical Essay
This document addresses the business requirements for the ODS Person Extract from HCM Fusion to ODS. Oracle HCM Cloud will be
the system of record for Xerox worldwide Human Capital information. ODS will be the data store repository for HCM information
fed on a periodic basis from the HCM Cloud. This feed relates to the following Personal related Information contained in the system
of record, which are associated with an employee/contingent worker/etc.:
 Person Information
 Personal Relationships
 Assignments
 Salaries
 Element Entries
 Bank Information
 Absences
 Person Legislative
 Person Extra Information

The extracts will be sent in an encrypted form as it contains sensitive information. This document provides the functional design for
HCM Fusion Outbound interface for Person Information to keep the ODS in sync with the changes in HCM Fusion application.

There will be a separate Functional Design document (AN100) that deals with the import of these extracts within the ODS
environment.

Basic Business Needs


The ODS Person Information interface serves the following basic business needs:
 To keep the Person Information updated in ODS, an interface is needed from the HCM Fusion Application for following
entities:
 Person Information
 Personal Relationships
 Assignments
 Salaries
 Element Entries
 Bank Information
 Absences
 Person Legislative
 Person Extra Information

 A separate file needs to be created for each entity.


 Each file needs a header record for column headings.
 ODS needs full files every day i.e. all records need to be included in the file every time and not just the changes since last
interface run.
 Need ability to schedule the interface i.e. to run an interface at specific time with no user intervention
 In addition to the scheduled run, users should be able to run the interface as needed
 Interface should be able to run multiple times a day if needed
 All extracts need to run as a part of one Job Set (Request Set). Files to be sent to ODS only when all files are ready and
successful.

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AN.100 Application Extensions and Interfaces Functional Design HCM Fusion to ODS – Person Extract

 Notify Job completion status (Success/Error/Warning) to RUN Team responsible for HCM Cloud jobs.

Reasoning for Customization


HCM Fusion will be the system of records for Personnel Information. ODS will be used for integration with downstream systems so
there is a need to keep these two systems synchronized. There is no seeded report or interface available for this purpose.

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AN.100 Application Extensions and Interfaces Functional Design HCM Fusion to ODS – Person Extract

Major Features
Some of the major features are:
 Output files are created using HCM Extract in Pipe (‘|’) separated form
 Interface to be scheduled using Payroll -> Payroll Checklists
 Files need to be encrypted
 Files will be transmitted via HCM Connect

Assumptions
 Personal information include PII and sensitive information
 Integration Platform will pull the files
 All dates in the output file will be in ‘YYYY-MM-DD’ format

Pre-Requisites
 HCM Connect functionality is available

Selection Criteria
 The following describes the Personal Information import criteria:
o All Person records
o All Personal Relationships
o All Assignments
o All Salaries
o All Element Entries for the current and previous Pay Period. Also, only certain element entries need to be sent to
ODS. The XRX_ELEMENT_EXCLUSION (US_LDG) User-Defined Table holds Elements to be excluded.
o All Bank Information records
o All Absences for the current and previous Pay Period
o All Person Legislative records
o All Person Extra Info

 Select data effective as of EFFECTIVE_DATE parameter.

BI Report, HCM Extract, Program Names


Directory : /Shared/Custom/Human Capital Management/XRX_HCM_PersonExtract

HCM Extract Filename : XRX_HCM_ODS_PER_DETAILS_Report.xml


HCM Extract Filename : XRX_HCM_ODS_PER_RELATIONSHIPS_Report.xml
HCM Extract Filename : XRX_HCM_ODS_PER_ASSIGNMENTS_Report.xml
HCM Extract Filename : XRX_HCM_ODS_PER_SALARIES_Report.xml
HCM Extract Filename : XRX_HCM_ODS_PER_ELEMENTS_Report.xml
HCM Extract Filename : XRX_HCM_ODS_BANKINFO_Report.xml
HCM Extract Filename : XRX_HCM_ODS_ABSENCES_Report.xml
HCM Extract Filename : XRX_HCM_ODS_PER_LEG_Report.xml
HCM Extract Filename : XRX_HCM_ODS_PER_EXTRA_Report.xml

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HCM Extract Report Layout : XRX_HCM_ODS_PER_DETAILS_Report.catalog


HCM Extract Report Layout : XRX_HCM_ODS_PER_RELATIONSHIPS_Report.catalog
HCM Extract Report Layout : XRX_HCM_ODS_PER_ASSIGNMENTS_Report.catalog
HCM Extract Report Layout : XRX_HCM_ODS_PER_SALARIES_Report.catalog
HCM Extract Report Layout : XRX_HCM_ODS_PER_ELEMENTS_Report.catalog
HCM Extract Report Layout : XRX_HCM_ODS_BANKINFO_Report.catalog
HCM Extract Report Layout : XRX_HCM_ODS_ABSENCES_Report.catalog
HCM Extract Report Layout : XRX_HCM_ODS_PER_LEG_Report.catalog
HCM Extract Report Layout : XRX_HCM_ODS_PER_EXTRA_Report.catalog

Fast Formulas : XRX_HCM_ODS_< Entity identifier + Description >


for example XRX_HCM_ODS_PER_DETAILS_GETBGID

Input Parameters
The following parameters are intended:
 Effective Date – The as of date for the Person information. It is defaulted to current system date.

Output File

File Layout:
Record Size – Variable Length
Delimiter – Pipe (‘|’)
Content – Full file i.e. include all records in the file for each run
Header – Include column headers for each column in the first row

File Naming Convention


Personal Information : HCM_ODS_PER_PEOPLE_YYYYMMDD.PSV
Personal Relationships : HCM_ODS_PER_RELATIONSHIPS_YYYYMMDD.PSV
Assignments : HCM_ODS_PER_ASSIGNMENTS_YYYYMMDD.PSV
Salaries : HCM_ODS_PER_SALARIES_YYYYMMDD.PSV
Element Entries : HCM_ODS_PER_ELEMENTS_YYYYMMDD.PSV
Bank Information : HCM_ODS_PER_BANKINFO_YYYYMMDD.PSV
Absences : HCM_ODS_PER_ABSENCES_YYYYMMDD.PSV
Person Legislative : HCM_ODS_PER_PEOPLE_LEG_YYYYMMDD.PSV
Person EFFs : HCM_ODS_PER_PEOPLE_EXTRA_YYYYMMDD.PSV

- Where YYYYMMDD is for the Effective Date.

File Transmission
Credentials for delivery to test instance –
Server Address : sftp.us2.cloud.oracle.com
Directory : Create a directory to store ODS related files, /E_1/ftp_inbox/ODS

Refer to the Xerox document related to HCM Connect.

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Some of these files include PII or sensitive information. As per Xerox standards these files need to be transmitted in
encrypted format.

Note: Once the file is generated on the Oracle SFTP server, an outside program /gateway is needed to pull the file.

Frequency
The interface will be run:
 Daily at 9 PM EST
 This time may need to change depending upon other ODS Outbound/Inbound interfaces.
 Need to coordinate the job with other extracts from HCM to ODS.

Completion Status
 Since the report will run as a job in HCM Fusion, Completion Status and availability of Log Files for debug messages will be as
per Fusion Processing Standards.
 Interface run status can be monitored using screen Payroll -> ‘Payroll CheckList’ History.

Re Executing
 When needed, the process can be rerun with the same parameter values.

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AN.100 Application Extensions and Interfaces Functional Design HCM Fusion to ODS – Person Extract

Extract Components
The following components need to be developed:
HCM Extracts
Report Layout
Fast Formulas
Setup SFTP to transmit the files
Schedule the interface
Job Set

File Layout and Format Description


Attached here is the XRX_ODS Person Schema Design, it includes separate tabs for above mentioned entities. Please check with the
ODS team and make sure that you are using the latest version. The latest version is kept in the ODS Folder on Xerox Sharepoint ->
HCM Technical -> Integrations.

The spreadsheet lists all necessary columns required in the output file, it can be used as file layouts. Some of the columns that are
listed in the spreadsheet tabs need to be excluded. Those columns can be identified by looking at the column ODS with value of ‘N’.

For column names to include in the header records, refer to column ‘ODS Column’ in the spreadsheet.

XRX_ODS Person
Schema Design - Local.xlsx

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AN.100 Application Extensions and Interfaces Functional Design HCM Fusion to ODS – Person Extract

Open and Closed Issues

Open Issues

ID Issue Resolution Owner Target Date Impact Date


1 HCM Connect:
Need details about file
transmission using HCM
Connect.

Closed Issues

ID Issue Resolution Owner Target Date Impact Date


1 Selection Criteria for Element Blake has setup User-Defined table Blake
Entries: Not all element entries XRX_ELEMENT_EXCLUSION (US_LDG) Kryszpin
need to be sent to ODS.

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