A form has been provided to assist with creating a Template which is used when the ‘New Worksheet’ button is clicked. Select the sections and fields relating to the Application Mode you want to include in your new sheet.
For best performance create layout templates that only contain the sections and columns you are using for the particular upload. Every column that exists on your layout will have its list of values cached and used for later validation upon opening the data entry assistance forms. The less columns on the layout, the better the form load performance.
Click on the ‘Customize Fields’ button on the Employee Wizard - Setup Ribbon to open this form.
The ‘Select Template Columns’ form will display:
Each tab across the top of the page corresponds to a different section in the worksheet and different type of information held about an Employee.
The fields listed within the tab correspond to fields within that section within the Oracle Human Resource application.
To include a section in the worksheet, click on the checkbox in the top-left-hand corner of the relevant tab. Then select those fields in that section that you need included in the worksheet. (Some mandatory fields will be pre-selected for you).
To reduce the complexity of the worksheet, include only the sections and fields that you actually need to Create, Update, or Reference for information. It is recommended that you always include the first section and also include the Employee Number, and Last Name and First Name columns, so that you can clearly identify which employees you are maintaining.
The descriptive flexfield fields are available at the bottom of the list within each relevant section. The Context field will be available followed by each of the flexfield segments. Descriptive flexfields have complex validation which substantially reduces the speed of the upload and download processes. Only include these fields if they are required for the task you are performing.
The buttons on the base of this form perform the following functions:
• Accept and Close – Records the settings and returns to the current worksheet. You should save your workbook.
• Accept and Create – Records the settings, creates a new worksheet and returns you to the newly created worksheet.
• Cancel – Returns you to the worksheet and no changes will be made.
Note - When in Employee Mode, any changes made using the ‘Select Template Columns’ form will also be saved to the ‘Template123’ sheet definition and be available when clicking the ‘New Worksheet’ button.
Changes made in this form while using other Modes will not be available when clicking the ‘New Worksheet’ button.
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