<Insert Picture Here>

HCM Extracts
Outbound Interface and Reporting Tool

Shesha Shila Bharadwaj R

HCM Extracts - Agenda
Functional Overview
Details
 Use Cases
 Architecture
 Design
 Setup
 Submit/View HCM Process
 Output
Q & A

2
HCM Extract

• Create Outbound Interfaces

• HR and payroll data to 3rd party service providers
• HR and payroll data to another application in coexistence
• Complex Reporting and Processing
• Payslips to employees
• Letters for mass processes such as promotion and salary review
• Update employees e-document repository
• Statutory Reporting
• Data Archiving
 HCM Extract Process

• Extract • Create RTF/

Parameters EFT template
• Blocks + Filter through BIP • Define
Plug-in for MS Delivery
• Records Set Up
Edit/ Create Integrate with Word using Method Run Submit
• Data XSD File Report
Extract • Associate HCM
Definition
Elements BIP • Create report Report Extract Extract
• Validate Options
in BI Publisher location in
Extract and upload BI
• Generate XSD RTF/ EFT
File template

Report will be delivered as per the

delivery options, and user can view
the result through View HCM Extract
 Extract Overview
• Metadata based extract definition setup
• Extract data based on given parameter values
• Integration with BIP for bursting and output delivery
• High volume data extraction with multi-threaded processing
• Output in variety of formats (for example, pdf, csv, eft, xml, Excel)
• Delivery of output in various modes (for example, ftp, email, fax)
• Ability to extract historical data
• Ability to extract ‘Changes Only’ data
• Ability to view log files for de-bugging purposes
• Ability to schedule
• Ability to rollback
HCM Extract Details
Extract Use Case – Outbound Interface

3rd Party Service Providers

and External Systems

Hewitt/
ADP

Customer
Systems
Use case – Outbound HR Data Feed

8
Use case – HR Data Feed Report

9
Output Generation
 HCM Extracts - Design - Basic

HR Data
Feed

Employee Address
Main Block Phone Block
Block Block

Address
Header Employee Trailer Employee Allowance Phone Details Address Phone
Details
Records Traversal Records Basic Details Details Traversal Records Records
Traversal

Record Type Record Type Car Fuel Phone

First Name Street Name
-H –T Allowance Number

Other Other Housing Phone Area

Last Name City
Elements… Elements… Allowance Code

Social
Security Country
Number

Other Other
Elements… Elements…
 HCM Extracts - Setup
HCM Extracts – Based on Fast Formula Metadata
 User Entities – Logical entity associated with block (Department, Person,
Assignment, Addresses)
 Database Items – logical database column attribute associated with data element
(First Name, Last Name, DOB)

Manage Extract Definition - Setup includes

 Extract Definition
 Parameters
 Blocks – (example: Person, map user entity)
 Block Criteria
 Block Links
 Records (attribute group) (example: Contacts, Spouse Details)
 Data Elements (attributes) (example: Name, Job, Legal Employer –
map DBI)
 Delivery Options

12
Manage Extract Definition

13
Manage Extract Definition – Blocks

14
Manage Extract Definition – Block Links
Details of all
blocks used in
extract
definition

Extract block links to

capture association
details between
current block and
parent block

15
Manage Extract Definition – Records

16
Manage Extract Definition – Data Elements

17
Manage Extract Definition – Validate

Exported XSD file

used by BIP client to
create template

18
BIP – BIP EFT Template

19
BIP – BIP RTF Template

20
Manage Extract Definition – Delivery Options

Output format

Email address of
the recipient

21
Submit an HCM Process – Select Flow pattern

Submit HCM extract

by selecting the
required flow pattern
Submit an HCM Process – Completion Status
Submit an HCM Process – View Result
Submit an HCM Process – View Debug Log
Output Formatted PDF
Output EFT
Extract Design
 Design – Simple Four Step - Case 1
Requirements:
 Departments and associated Employee information such as: first
name, last name, Phones, date of birth, salary, bonus, gender,
employee number, NID, date of hire
Check multi-row information in the use case or requirement
 Departments, Employees, Phones
Determine associated user entities and create three blocks with
parent-child block links between them
Create logical records in each block as per requirement
 Department - Department Details
 Employees - Employee Basic Details, Spouse Details
 Phone - Phone Data
 Validate extract and upload schema, create template using BIP
client, create report in BI layer, and associate report to Delivery
Options

29
Design - Map – Case 1

30
 Design – Four Step - Case 2
Requirements:
 Departments and associated Employee information such as first
name, last name, Addresses, Phones (home, office, fax), date of
birth, salary, bonus, gender, employee number, NID, date of hire
Check multi-row information in the use case or requirement
 Department, Employees, Addresses, Phones
Determine the associated user entities and create four blocks with
parent-child block links between them
Create logical records in each block as per requirement
 Addresses and Phones are multi-row entities and children of the
Employees block. Create two extra hierarchy traversal records in the
Employees block
 Validate extract and upload schema, create template using BIP
client, create report in BI layer, and associate report to Delivery
Options

31
Design – Map – Case 2 - Hierarchy Traversal

32
 Design – Four Step - Case 3
Requirements:
 Employee information such as: first name, last name, Addresses,
date of birth, salary, bonus, gender, employee number, NID, date of
hire
 Send entire information for first time as outbound and later only send
Changes Only
Check multi-row information in the use case per requirement
 Employees, Addresses
Determine the associated user entities and create two blocks with
parent-child block links between them. Attach multi-threading DBI
(Assignment ID) with employees block
Create logical records in each block as per requirement
 Employees - employee basic details, spouse details
 Address - permanent, current, office address
Validate extract and upload schema, create template using BIP
client, create report in BI layer, and associate report to Delivery
Options

33
Design – Case 4 -Transform/Decode/Aggregate

34
35