Extract Workforce Structure Data

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Extract Workforce Structure Data in Oracle Fusion HCM: Steps

Workforce structure data in Oracle Fusion HCM includes essential information related to departments, jobs, positions, and other organizational entities. Extracting this data can help HR professionals with reporting, workforce planning, and compliance. Below are the steps to extract workforce structure data from Oracle Fusion HCM.

Steps to Extract Workforce Structure Data in Oracle Fusion HCM

Step 1: Log in to Oracle Fusion HCM

  • Open your Oracle Fusion instance using your credentials.
  • Navigate to the Human Capital Management (HCM) module.

Step 2: Navigate to Workforce Structures

  • From the Oracle Fusion homepage, go to My Workforce.
  • In the dropdown, select Workforce Structures. This section contains the organization, jobs, positions, departments, locations, and grades in the workforce structure.

Step 3: Select the Type of Data to Extract

  • Depending on the data you wish to extract, select one of the following options:
    • Manage Jobs: For job definitions, including job titles, job families, and job codes.
    • Manage Positions: To extract detailed information about job positions within the organization.
    • Manage Departments: For extracting data related to organizational departments.
    • Manage Locations: For data about geographic locations of employees.
    • Manage Grades: For employee grades and compensation structures.

Step 4: Use Advanced Search

  • After selecting the specific data you wish to extract (e.g., Jobs or Positions), click on Advanced Search.
  • Customize your search filters based on the criteria you want to extract. You can filter by department, location, job code, or other workforce structure attributes.

Step 5: Review and Customize the Data Layout

  • Once the search results are displayed, review the columns to ensure they include all necessary data fields.
  • Use the View dropdown to select additional data columns (such as employee counts, job descriptions, location details, etc.) that might not be visible by default.

Step 6: Export the Data

  • In the search results page, click on the Actions button (typically located at the top right corner).
  • Select Export to Excel or Export to CSV based on the preferred file format.
    • Excel Format (.xlsx): Offers easy manipulation and filtering of data.
    • CSV Format (.csv): Suitable for data imports into other systems or databases.

Step 7: Open and Review the Exported Data

  • Once the export is complete, open the downloaded file in the chosen format (Excel or CSV).
  • Review the data to ensure all necessary details are included (e.g., job titles, position numbers, departments, locations).

Step 8: (Optional) Schedule Extracts via OTBI or BIP

  • If you need to automate data extraction, you can use Oracle Transactional Business Intelligence (OTBI) or Business Intelligence Publisher (BIP):
    • OTBI: Navigate to OTBI reporting tools to create custom reports with workforce structure data. You can schedule these reports for regular extraction.
    • BIP: Create and schedule reports with Business Intelligence Publisher to extract workforce data on a recurring basis.

Step 9: Save and Share the Data

  • Once you’ve reviewed and possibly formatted the data, save the file and distribute it to stakeholders or use it for internal reporting.

Key Workforce Structure Data Fields

When extracting workforce structure data, ensure you include relevant fields, such as:

  • Job Code and Title
  • Position Number
  • Department Name
  • Grade
  • Location
  • FTE (Full-Time Equivalent): Employee count based on full or part-time status
  • Effective Dates: Start and end dates for roles, positions, or organizational entities

Use Cases for Extracting Workforce Structure Data

  1. Workforce Planning: Analyze the current workforce structure and identify gaps in roles or positions.
  2. Compliance and Auditing: Ensure that your workforce data is up-to-date and compliant with legal regulations.
  3. Reporting: Generate reports for senior management on the composition of jobs, departments, and employee locations.
  4. Position Control: Monitor open positions and assess recruitment needs.

By following these steps, you will be able to extract the required workforce structure data from Oracle Fusion HCM and use it for effective workforce management, reporting, and analysis.

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