Steps to Loading Employees, Applicants and Contingent Workers
The following instructions in this User Guide refer to creating and updating Oracle Human Resources records.
Note - The word ‘Employee’ can also be transposed with ‘Applicant’ or ‘Contingent Worker’ for the purpose of these instructions.
Once Employee Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading Employee and Assignment information using Employee Wizard.
Steps to load Employee and Assignment Information:
1. Open the Workbook and Login – Connect to your Oracle Applications instance.
Refer to section: Logging In and Out
2. Select the appropriate ‘Application Mode’ in the Employee Wizard ribbon. In this example we will use ‘Employee’ Application Mode for these instructions.
Important - Application Modes relate to Wizard Sheets, therefore the appropriate list of values (LOV's) for each mode will need to be rebuilt whenever a new mode is selected. To achieve this, use the ‘Customize Fields’ button on the Setup ribbon OR when opening the form the Wizard will comment ‘Required columns missing’. The user can click ‘Add Now’ to add the required columns for the Application Mode required.
3. Set up the Template (select the relevant sections and fields).
Refer to section: Set up the Template
4. Click on the ‘New Worksheet’ button. This creates a new sheet based on the last worksheet/mode you have created using the ‘Customize Fields’ option.
The ‘New Worksheet’ button can be found on the Employee Wizard Ribbon.
5. Create and/or update the Employee and Assignment Information.
Refer to section: Enter Employee and Assignment Information
6. Upload the Employees.
Refer to section: Upload Employees
7. Correct errors after uploading the Employees.
This step is only required if there are errors.
Refer to section: Error Handling and Validation
There are also several reference sections in this document for further information: