fusion hcm data loader steps

HCM Data loader prerequisite setup steps:
1) Configure HCM Data Loader
and set the Data loader scope : Full mode
2) Add Human Capital Management integration specialist Role and/or Human capital management application Administrator
3)Download the HCM dataloader documentation template from oracle support.
`BusinessObject Documentation  DOC ID :2020600.1
4) Identify the mandatory columns to load Business Object.
5)Prepare .dat file
6) Save .dat
7) Zip the file
8) Set the source system owner in manage common Lookup: HRC_SOURCE_SYSTEM_OWNER
9) Go to navigator work area under My workforce section Select Data Exchange –> HCM DATA LOADER –> Import and Load data –>Import file–> Submit Business Object

post queries


oracle hrms interview questions with answers series..

How many key flex fields in HRMS?

There are 6 Key Fields, Namely1. Job KeyFlexFields.2. Position KeyFlexFields.3. Grade KeyFlexFields.4. Cost Allocation FlexFields.5 . Competence FlexFields.6. People Group FlexField

How do you define B.G.?

Business Group navigation: HR: Work Structures>Organisation>Description

here you will attach the structure of all the Key Flexfields which you define . Also the default Payroll currency gets attached to the Business group

What are the key tables used in HRMS ?


What is date tracking, how it is used in HRMS ?

date track allows you to maintain a continuous history of the record or information over a period of time.you can use date track history to view a report of every update ever made to a record..whenever you update a record a new record gets created with the updated information and the previous record gets end dated a day before your updation….presence of effective dates in the windows tells that the window is date tracked….in oracle hrms it is used for assignments and information on workers.

Following are the tasks for system administrator

— Set Profile Options
— Create Menu and Request Group for Custom Responsibilities
— Create Responsibilities
— Create Users
— Attach Responsibilities with User

What are the reporting tools available with Oracle HRMS?

1.Oracle Reports
2. XML Report
3. Discoverer Reports

How is gross pay elements defined in Oracle HRMS?

Gross pay element is nothing but salary paid to the employee before deductions. so in this secanrio we can assusem that the total amount divide by 12 months right.
Firstly we need to create an element follow the below navigation
Total Compensation -> Basics -> Element Description
After the creation of the element we need to create a fast formula that will be calculating the gross amount.
Total Compensation -> Basics -> Formula Results.
Than assign it to the earning element and link the element. So i believe this is how we need to create a gross element

What are the tools used with Oracle HRMS?

The tools used in HRMS are:
Discoverer — To develop reports
Web ADI — Either to upload or down load the data from Oracle to legacy system or viceversa
RDF Reports — Standard reports developed by Report Builder
TOAD — Testing Tool
Data Loader — To upload different data into oracle data base
XML Publisher — Integrated Oracle Reports with the help of Microsoft Template Builder

What is the significance of cross validate segments in the Key flexfield structure screen

Cross validation (also known as cross segment validation) controls the combinations of values you can create when you enter values for key flexfields. A cross validation rule defines whether a value of a particular segment can be combined with specific values of other segments.

Cross validation is different from segment validation, which controls the values you can enter for a particular segment.

When a user finishes entering segment values in a flexfield popup window, the flexfield checks whether the values make up a valid combination before updating the database. If the user entered an invalid combination, a diagnostic error message appears, and the cursor returns to the first segment assumed to contain an invalid value.

What is the significance of reference field in a DFF?

Based on the value selected in a particular field,if you want to pop-up DFF segments, then reference field will be used.
eg:you have a field called Item. if you choose Computer as an Item, then in DFF segments you want to show Computer Brand name, Size.
If you choose TV as an item , then in DFF you may want to show TV name,TV Color,TV Inches etc
in reference field, we enter :Item as Reference, then in context values,we enter the Item Values and then respective Segment names

How do I enter the default value of Key flexfield or DFF segment?

while defining segments or attribute of KFF or DFF in segement(accounting flexfield) window in validation box select constant in default type and enter default value.


Other interview questions will follow in next article ..    thanks..

Ahmed fusion Hcm maahmed09@gmail.com


Oracle Fusion HCM online training

  • Fusion Global HR
    • Fusion Payroll
    • Fusion Absence Management
    • Workflows, approvals and Notifications
    • Fusion Talent Management
    1. Profile Management
    2. Goal Management
    3. Career Development
    4. Performance Management
    5. Succession ,Talent Pools and Talent Review
  • fusion compensation management
  • fusion hcm benefits
  • fusion time and labor 

In detail……as under…

Oracle Cloud Global HR

  • Oracle Fusion Applications Overview
  • Oracle Fusion HCM Overview
  • Oracle Fusion Deployment Options
  • Oracle’s Cloud Architecture

Introducing Oracle Fusion Setup Manager

  • Application Implementation Lifecycle
  • Planning an Implementation
  • Configuring Offerings
  • Generating Setup Task Lists
  • Assigning Tasks to Users
  • Maintaining Setup Data: Using Implementation Projects

Define Geographies

  • Geography Model
  • Geography Structure
  • File-Based Import Process

Define Enterprise Structures

  • Establishing Enterprise Structures
  • Manage Enterprise
  • Creating Legal Entities
  • Creating Business Units
  • Establishing Job and Position Structures
  • Review and Load Configuration
  • Define Enterprise HCM Information
  • Define Legal Entities for HCM

Define Workforce Structures

  • Employment Model
  • Actions and Reasons
  • Defining Locations
  • Defining Organizations

Define Grades, Jobs, and Positions

  • Define Grades, Rates, and Ladders
  • Define Jobs, Job Families, and Positions
  • Define Flexfields

Manage Workforce Lifecycle

  • Add Person
  • Manage Employment Information
  • Transfer, Promote, and Terminate Workers

Maintain Worker Directories

  • Person Gallery and Portrait
  • Managing Gallery Portrait
  • Defining Worker Directory

Define Workforce Profiles

  • Configure Talent Profile Settings
  • Set Up Talent Profile Content
  • Set Up Talent Profiles

Define Security for HCM

  • Role-Based Access Control
  • Data Security
  • Users and Role Provisioning

Define Approval Management for HCM

  • Manage Approval Rules and Notifications
  • Creating an Approval Policy
  • Oracle BPM Worklist

Define Workforce Records

  • Defining Availability
  • Defining Person Record Values
  • Defining Employment Record Values
  • Defining Documents

Define Checklists and Workforce Predictions

  • Checklist Components
  • Predictive Models

Oracle Cloud Global Payroll


  • Implementing Global Payroll
  • Payroll Data Loading: Overview

Payroll Task Lists

  • Prerequisite Tasks for Payroll Setup
  • Payroll Setup Tasks for Financial
  • Payroll Setup Tasks for Banks and Cash Management
  • Define Payroll
  • Define Earning and Deduction Definitions

Payroll Product Usage

  • Payroll Product Usage
  • Setting Payroll Product Usage

Profile Options

  • Payroll Employment Hierarchy Profile Option
  • Viewing and Editing Profile Option Values

Pay Frequency

  • Pay Frequency Components
  • Consolidation Group Usage
  • Payroll Definitions
  • Managing Payroll Definitions
  • Creating Payroll Definitions
  • Using Time Definitions for Severance Pay
  • Restricting Payroll Processing
  • Object Groups

User-Defined Tables

  • Creating a User-Defined Table for Matched Row Values
  • Creating a User-Defined Table for a Range of Row Values
  • User Table Validation Formula Type

Fast Formulas

  • Using Formulas
  • Writing a Fast Formula Using Formula Text
  • Writing a Fast Formula Using Expression Editor
  • Formula Compilation Errors

Balance Definitions

  • Payroll Balance Definitions
  • Balance Dimensions
  • Balance Feeds
  • Balances in Net-to-Gross Calculations
  • Balance Exceptions
  • Creating a Balance Exception Report


  • Element Classifications
  • Elements
  • Element Eligibility

Earnings and Absence Elements

  • Creating Earnings Elements for Payroll
  • Creating Payroll Elements for Absence Management
  • Creating Elements for Time Card Entries
  • Net-to-Gross Earnings
  • Creating a Net-to-Gross Earnings Element


  • Creating Voluntary and Pre-statutory Deductions
  • Creating Elements for Pension Deductions
  • Entering Calculation Values for Pensions
  • Adding Involuntary Deductions to a Calculation Card
  • Fee and Proration Rules for Involuntary Deductions
  • Involuntary Deduction Processing

Proration and Retroactive Pay

  • Payroll Event Groups
  • Setting Up Element Proration
  • Prorated Earnings and Deductions
  • Creating a Proration Formula
  • Retroactive Pay
  • Adding a Retroactive Event Manually

Calculation Information

  • Payroll Calculation Information
  • Payroll Calculation Information at the Legislative Level
  • Calculation Cards
  • Calculation Value Definitions
  • Wage Basis Rules
  • Calculation Factors

Rate Definitions

  • Rate Definitions
  • Creating Rate Definitions
  • Using the Rate Calculation Formula

Payment Methods

  • Bank, Branch, and Account Components
  • Creating Account
  • Entering Bank Information for Personal Payment Methods
  • Organization Payment Methods
  • Payment Methods and Payroll Definitions
  • Setting Up Payment Sources in Organization Payment Methods
  • Third-Party Payment Methods

Payroll Costing

  • Payroll Cost Allocation Key Flexfield Setup
  • Cost Hierarchy
  • Setting Up the Cost Allocation Key Flexfield
  • Payroll Costing Components
  • Payroll Setup Tasks for Sub ledger Accounting
  • Payroll Setup Tasks for Costing Accounts
  • Payroll Setup Tasks for Transferring Costs to General Ledger
  • Payroll Costing of Elements
  • Payroll Cost Results
  • Cost Allocation
  • Costing for a Person
  • Distributed Costing

Payroll Flow Patterns

  • Creating Payroll Flow Patterns
  • Payroll Flow Pattern Parameters
  • Payroll Flow Pattern Tasks Start and Due Dates
  • Managing Corrective Tasks in a Payroll Flow Pattern
  • Payroll Flow Checklist and Flow Tasks
  • Creating a Payroll Flow Pattern to Reissue a Check
  • Editing Payroll Flow Patterns
  • Editing Payroll Flow Patterns
  • Editing a Payroll Flow Pattern

Payroll Process Configuration

  • Payroll Process Configuration Groups
  • Payroll Process Configuration Group Parameters
  • Payroll Logging Parameters
  • Parallel Processing Parameters

Security Profiles

  • Creating Payroll Security Profiles
  • Payroll Flow Security and Flow Owners
  • Creating Payroll Flow Security Profiles

Oracle Cloud Absence Management


  • Implementing Absence Management
  • Absence Management Components
  • Worker Availability

Lookups, Value Sets, and Flexfields

  • Lookups
  • Flexfields and Value Sets
  • Flexfields


  • Using Formulas
  • Formulas for Absence Type Rules
  • Formulas for Accrual Plan Rules
  • Formulas for Qualification Plan Rules
  • Writing a Fast Formula Using Formula Text
  • Formula Performance Improvements
  • Formula Compilation Errors
  • Formula Execution Errors

Eligibility Profiles

  • Eligibility Components
  • Derived Factors
  • Derived Factors
  • Range of Scheduled Hours
  • Eligibility Profiles
  • Eligibility Profiles
  • Combining Eligibility Criteria or Creating Separate Profiles
  • Creating an Eligibility Profile

Rate Definitions

  • Rate Definitions
  • Creating Rate Definitions


  • Define Elements, Balances, and Formulas
  • Elements: How They Work in Salary, Absence, Benefits, and Payroll

Date Effectivity

  • Date-Effective Objects in Absence Management
  • Date Effectivity
  • Correcting Date-Effective Objects
  • Updating Date-Effective Objects

Absence Plans

  • Absence Plan Types
  • Accrual Absence Plans
  • Qualification Absence Plans

Absence Types, Reasons, and Categories

  • Absence Management Components
  • Absence Display and Processing Rules
  • Absence Start Date Validation Rule
  • Absence Late Notification Assessment Rule
  • Associating Concurrent Absence Plans with an Absence Type
  • Prioritizing Absence Plans for an Absence Type
  • Creating an Absence Type for Scheduling Vacation Time

Oracle Cloud Talent Management

Implementing Goal Management

  • Overview and Integrations
  • Define Worker Goal Setting
  • Social Networking with Goals
  • Using Development Goals in Talent Pools
  • Goals: How They Work with Profiles

Descriptive Flexfields

  • Descriptive Flexfields for Oracle Fusion Goal Management

Profile Options

  • Oracle Fusion Goal Management Profile Options


  • Oracle Fusion Goal Management Lookups

Date Format for Goals

  • Changing the Date Format Used for Goals

Goal Management Integrity Validations

  • Oracle Fusion Goal Management Data Diagnostic Test

Spreadsheets for Uploading Goals

  • Uploading and Updating Worker Goals Using a Spreadsheet
  • Using the Worker Goals Update Worksheet
  • Uploading and Assigning Organization Goals Using a Spreadsheet
  • Using the Organization Goal Assignment Worksheet
  • Using the Organization Goals Upload Worksheet

Mass Assignment of Goals

  • Mass Assignment of Goals
  • Creating a Request for Mass Assignment of Goals

Eligibility Profiles

  • Using Eligibility Profiles for Goals Assignment

Goal Plans

  • Creating Goal Plans
  • Adding and Removing Goals in a Goal Plan

Implementing Performance Management

  • Overview and Integrations
  • Define Worker Performance
  • Performance Document Component
  • Performance Documents- Profiles and Goals


  • Questionnaire Templates
  • Questionnaire Question and Response Types
  • Creating a Questionnaire
  • Using Questionnaires in Performance Documents

Descriptive Flexfields

  • Descriptive Flexfields for Oracle Fusion Performance Management

Performance Roles

  • Performance Roles
  • Participant Feedback

Matrix Management

  • Using Matrix Management with Performance Evaluations
  • Configuring Matrix Management for Performance Documents

Eligibility Profiles

  • Using Eligibility Profiles with Performance Documents
  • Using Eligibility Profiles with Performance Documents
  • Eligibility Profiles and Performance Analytics

Eligibility Batch Process

  • Performance Document Eligibility Batch Process

Performance Process Flows

  • Performance Process Flow Setup
  • Performance Process Flows
  • Concurrent Worker Evaluation Tasks
  • Participant Feedback Task Options
  • Configuring Performance Documents to Display Performance Ratings to Workers
  • Performance Document Completion Status
  • Performance Document Approvals

Performance Template Sections

  • Performance Template Section: Critical Choices
  • Performance Template Section Calculation Rules
  • Item Processing in a Performance Template Section

Performance Ratings Using the Average Method

  • Performance Ratings Using the Sum and Band Methods
  • Writing Assistant
  • Uploading Writing Assistant Data Using a Spreadsheet
  • Setting Up Writing Assistant for Performance Documents
  • Creating a Profile Content Performance Template Section
  • Creating a Goals Performance Template Section

Performance Templates

  • Setting Up the Performance Template
  • Defining Processing Roles for Performance Template Sections
  • Calculated Ratings
  • Setting Up Calculated Ratings in a Performance Template
  • Associating Eligibility Profiles with Performance Templates

Data loader like HDL. FBL..SPREADSHEED LOADER,  personalization …..data extract..many more…

fusion payroll taxes regarding.

fusion payroll taxes  particularly for us implementation team:

Vertex is used by fusion hcm for address validation and tax calculations.

vertex is a mandatory step for US payroll clients.

vertex provide address validation, these validations come from ORAMAST.txt geography file..

payroll tax  calculation rules from QFPT.dat tax file.

vertex licence is included with the  product licence to the saas customers, and others have to purchase the vertex licence.

load geographies and load payroll tax processes need to be run to get the things into effect..



fusion and ebs consultant and trainer


fusion payroll important points

Involuntary deductions and how to deal with them in fusion payroll

Involuntary deductions include court ordered deductions like wage garnishments and child support withholding orders also are involuntary deductions. These deductions are legally binding, and are withheld from gross pay.

Involuntary deductions are mandated by the courts, federal or state government. Upon receipt of formal documentation, the Payroll Office is required by law to deduct funds as directed by the agency.

Before loading involuntary deductions the following objects have to be created:

  • Third-party payment methods and payees
  • Involuntary deduction elements and their element eligibility

Information about the  payslip in fusion payroll                        

  • The Archiver needs to be run before the Payslip job.
  • Make sure that the user has Employee role.
  • You can see the payslip depending on Payslip View Date in Payroll Definition UI.
  • You can not see the future dated payslips

What is vertex used for in fusion payroll ?

Vertex is used by Fusion HCM for address validation and tax calculations

It provides address validation this comes from ORAMAST.txt (Geography file)

Payroll Tax Calculation Rules which updates comes from the file QFPT.dat (Tax file)






Ahmed Oracle HRMS payroll interview questions maahmed09@gmail.com


The main purpose of the payroll run is to calculate employee pay correctly at regular intervals. In addition you can perform other payroll processes to ensure  accuracy and provide flexibility for your organization. For example, you can roll back a payroll run when you want to carry out a test run without keeping any record of it having taken place. You can also run a retro pay process when you want to make retrospective adjustments to allow for backdated pay awards.

What are the mandatory fields while creating payroll?

Payroll name, period type and start date

Define elements?

Elements are the building blocks for earnings, deductions, etc. of a payroll

Salary basis?

Salary basis is the duration on which the salary is reckoned. It is a rule to administer pay.

Define quick pay& batch processing

When calculating pay we can use either

-Quick pay process, which is for one employee or

-Batch process for all employees together.

Define Batch element Entry?

The is an open interface specially designed for elements. With BEE

We can quickly incorporate mass updates in any specific elements.

What is Consolidation Set, Element Set& Assignment Set?

Consolidation Set: a grouping of payroll runs within the same time period for which one can schedule reporting. Costing, and post-run processing

Element set:  Grouping of all individual elements in to one set.

Suppose you want to define a special type of payment and make this available only to employees who work at a particular location. In oracle HRMS you use a compensation element to represent the payment. You define the business rule as a link between the element. And the specipoic location. Then when you assign employees to the location they automatically become elegible for the payment

Assignment set: grouping fo assignments for retro pay is generally referred as assignment set.


Fast formulas are pseudo codes used in the payroll for validating the entry values, assignment sets and element sets.


Three concurrent process will run in the post – payroll process

  • Pre-payment process
  • Costing process And
  • Transfer to Gl process

What is BACS, NACHA?

BACS: banks automated clearing system . this is the UK system for making direct deposit payments to employees

NACHA: National automated clearing house association . this is the us system for making direct deposit payments to employees

Does Oracle payroll enable you to run part payrolls?

Yes , oracle payroll enable you to run part payrolls. This is useful in each of the following circumstances where you do not want to process payroll for the entire organization;

Calculating pay for an individual employee?

If an employee leaves the company before the end of a payroll period, you will need to calculate the individual pay entitlement. You may also want to calculate individual pay to check the details for an employee before starting a payrll run for all employees.

Can you verify that a payroll run has completed successfully?

On completion of a payroll run you will need to verify that the run completed successfully. You can display run messages and view latest balances and assignement level results.

Can you make adjustments after a payroll run has completed?

Oracle payroll enables you to make each of the following types of adjustments when a payrll run has completed.

Addition of late entries that were not included in initial run

Corrections to details that were wrongly entered in the initial run

Retrospective distribution of current payments to the period in which they were earned

When you have made these corrections and modifications you can then run the paryll again. However, you do not need to rerun the entire payroll. Oracle payroll will only reprocess those items theat were incorrect in the initial run.

Can you produce payment and costing information from a completed payroll run?

Oracle payroll enables you to use the results of a payroll run to allocate payments to tyour emplyees, and to provide costing information.

Can you verify that payments have been made?

Yes, oracle payroll is fully integrated with oracle cash management. This enables you to use oracle cash

Management to verify that payments have been cashed. Reconciliation can be applied to payroll checks and third party checks. You can identify which checks have been cleared and date on which they were cleared. You can also view a reconciliation report which shows if voided checks appear to have been cashed.

What is the termination rule of the element?

  • Actual termination: for a non-recurring element select actual termination if you want the entries to close down at the end of the pay period in which the employee leaves.
  • Final close: if you want the entries to stay open beyond the employees leaving date so that you can continue to pay the employee.
  • The last standard process date defaults to the last day of the pay period in which the employee is terminated, but you can set it to a later period when you terminate an employee.


What are costing types?

  • Fixed costed
  • Costed
  • distributed

what are six validation types?

  • Dependent
  • Independent
  • None

Ahmed ebs to fusion

oracle hrms and ebs fusion trainings 


support on projects     contact : maahmed09@gmail.com          


Fusion HCM Payroll Interview Questions

Fusion Payroll Interview Questions:

  1. How can I remove someone from the payroll run?

Roll back the person’s record from the View Person Process Result page, which deletes the record

How do you set the payroll license in Releases 10 and higher?

. Navigator>Setup and Maintenance

  1. Search for task Manage Features by Country or Territory
  2. Select Go to Task
  3. Set the Payroll license by country based on your Fusion licensing.

2) What are Object Groups?

Object groups are user-defined sets of elements or people used to restrict which of these items to include in various processes and reports.

There are four types of object groups:

  • Element
  • Payroll Relationship
  • Work Relationship
  • Deduction Card

Users can create and maintain object groups in the Manage Object Groups page from the Payroll Calculation work area. Object groups also could be loaded using the batch loader from the Payroll Administration work area or the Data Exchange work area.

3) What are Element Groups?

Element Groups limit the elements processed for payroll, reporting, or cost distribution purposes.

There are two usages for an element group:

  • Run group

Specifies the elements to use in a process.

  • Distribution group

Defines the grouping of elements to distribute element costing results.

All element groups are static. You select the element classifications to add and then include or exclude additional elements from the group. Or you can select specific elements to include without using element classifications.

4) What are Payroll Relationship Groups?

Payroll Relationship Groups limit the persons processed for payroll, data entry, and reporting. When defining the group specify the payroll definition which retrieves the payroll relationships assigned to it. Every group is limited to the payroll relationships assigned to a single payroll that you select. You can further define the group statically or dynamically.

  • If you define the group statically, select the payroll relationships, terms, and assignments to include or exclude in the group.
  • If you define the group dynamically, use a fast formula of type Payroll Relationship Group to determine the criteria that determines the payroll relationships, terms, and assignments to include in the group. Then you can individually select additional payroll relationships, terms, and assignments to include in or exclude from the group.

5) What are Work Relationship Groups?

Work Relationship Groups limit the persons processed for human resources and reporting. For example, you can use work relationship groups in custom extracts. If you define the group statically, select the work relationships, terms, and assignments to include or exclude in the group. If you define the group dynamically, use a fast formula of type Work Relationship Group to determine the criteria that determines the work relationships, terms, and assignments to include in the group. Then you can individually select additional work relationships, terms, and assignments to include in or exclude from the group.

6) What are Deduction Card Groups?

Deduction Card Groups are read-only. They are automatically created when deductions cards are created. For example, in the UK, they are used for year-end processing.

7) How to include or exclude an employee assignment from a payroll process?

Create a payroll relationship group to include or exclude employees from payroll processes or reports. In Oracle HRMS in EBS this functionality was called Assignment Set.

  1. Navigate to Payroll Calculation work area.
    2. Open Manage Object Groups task.
    3. Click on Create icon to create a new record.
    4. In Create Object Group pop-up enter a name, select Payroll Relationship Group for Type, click on Static radio button. Click Continue.
    5. In Create Object Group page select appropriate Start Date.
    6. In Object Group Parameter section click on magnifying glass under Value and select a payroll. Click Next.
    7. Under Payroll Relationship, Term or Assignment Inclusions and Exclusions click on green plus to add a new record, then click on magnifying glass.
    8. In Search and Select pop-up select needed record. Click on the hyperlink of the number on the first column.
    9. See the record that has been added to the inclusion or exclusion.
    10. Click on Save and Submit.

What is the best practice for the use of Payroll Relationship Group?

When payroll process completes and there are several employees in error, you can rollback or mark for retry these employees either individually in the View Payroll Process Results page or by submitting a Rollback process or Mark for Retry process for a specific payroll relationship group.

Oracle Fusion Payroll delivers several types of involuntary deduction which are available for the element creation:

  • Bankruptcy
  • Child Support
  • Creditor Debt
  • Educational Loan and Debt Collection Improvement Act (DCIA)
  • Garnishment
  • Spousal Support and Alimony
  • And tax levy


by maahmed