This is my first blog post on Oracle HCM Cloud related
topics. Hope you continue to find them useful. Use comments section below to
let me know. 😊
When a new hire is created, or Employee records are
converted for the 1st time using HCM Data Loader (HDL), username creation
is based on the settings in Security Console -> Administration -> General
tab.
In this screenshot, username creation is set to automatic in
the format FirstName.LastName. This setting is applicable to all channels
including employee conversions using HDL, hiring a pending worker, entering a new
hire record or creating new hire using REST API. Changing this setting to “Email”
will mean username format creation by using work email address or personal
email address in case of missing work email or FirstName.LastName in case of no
email address. This behavior is for future records and existing username
formats will remain as they are.
This blog post explains the steps involved in changing the
username format from FirstName.LastName to Email format both for existing records.
A typical business use case for doing this would be, while enabling Active
Directory Bridge (also known as AD bridge) to match user name formats in Enterprise
Active Directory. Another use case would be, for Security Administrators to bulk
update missing work email addresses and clean up usernames without reassigning
the existing roles.
Step1) Obvious
step, change the email format to the desired.
Step2) Identify
and prepare the list of employees to update using OTBI report with subject area
“Workforce Management – Person Real Time”
Step3) Use HDL to
update the work email addresses on employee records, using the following
columns
UserKey Apporach:
File Name: Worker.dat
METADATA|PersonEmail|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)|DateFrom|DateTo|EmailType|EmailAddress|PrimaryFlag
MERGE|PersonEmail|HR_DATA|111111_EMAIL_W1|111111|2018/01/01|4712/12/31|W1|work.email1@enterprise.com|Y
MERGE|PersonEmail|HR_DATA|222222_EMAIL_W1|222222|2017/01/01|4712/12/31|W1|work.email2@enterprise.com|Y
MERGE|PersonEmail|HR_DATA|333333_EMAIL_W1|333333|2016/01/01|4712/12/31|W1|work.email3@enterprise.com|Y
SourceSystemId - Use the format from original loads (format used during initial conversions). If you are not sure about this format, try GUID approach as described below.
PersonId(SourceSystemId) - use “Employee Number”
DateFrom - use “Enterprise hire Date”
GUID Approach:
If you above format is coming out as error similar to "A parent for this record was not found", try this GUID method to locate the exact records.
METADATA|PersonEmail|EmailAddressId|PersonId|DateFrom|DateTo|EmailType|EmailAddress|PrimaryFlag
MERGE|PersonEmail|HR_DATA|300097545|4005984513|2018/01/01|4712/12/31|W1|work.email1@enterprise.com|Y
MERGE|PersonEmail|HR_DATA|300785431|4005391594|2017/01/01|4712/12/31|W1|work.email2@enterprise.com|Y
MERGE|PersonEmail|HR_DATA|300037898|4005788205|2016/01/01|4712/12/31|W1|work.email3@enterprise.com|Y
Alternate Approach:
Well, that isn't helping either? Try Spreadsheet loader by creating a new spreadsheet template using My Client Groups -> Data Exchange -> tasks -> Manage Spreadsheet Templates area.
Business Object: Worker
Supported Action: Create and update
Select the following columns:
Preview template to download excel and enter details:
Note - "Date From" here is enterprise hire date.
PersonId(SourceSystemId) - use “Employee Number”
DateFrom - use “Enterprise hire Date”
GUID Approach:
If you above format is coming out as error similar to "A parent for this record was not found", try this GUID method to locate the exact records.
METADATA|PersonEmail|EmailAddressId|PersonId|DateFrom|DateTo|EmailType|EmailAddress|PrimaryFlag
MERGE|PersonEmail|HR_DATA|300097545|4005984513|2018/01/01|4712/12/31|W1|work.email1@enterprise.com|Y
MERGE|PersonEmail|HR_DATA|300785431|4005391594|2017/01/01|4712/12/31|W1|work.email2@enterprise.com|Y
MERGE|PersonEmail|HR_DATA|300037898|4005788205|2016/01/01|4712/12/31|W1|work.email3@enterprise.com|Y
Alternate Approach:
Well, that isn't helping either? Try Spreadsheet loader by creating a new spreadsheet template using My Client Groups -> Data Exchange -> tasks -> Manage Spreadsheet Templates area.
Business Object: Worker
Supported Action: Create and update
Select the following columns:
Preview template to download excel and enter details:
Note - "Date From" here is enterprise hire date.
Step4) Use HDL to
submit request to update user name
File Name: User.dat
METADATA|User|PersonNumber|Username|CredentialsEmailSent
MERGE|User|111111|work.email1@enterprise.com|Y
MERGE|User|222222|work.email2@enterprise.com|Y
MERGE|User|333333|work.email3@enterprise.com|Y
Step5) Submit a scheduled
job “Send Pending LDAP Requests” from Navigator -> Scheduled Processes ->
Schedule New Process