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Oracle HCM Cloud Implementation | Absence Setup Migration

Exploring entire migration absence setup from the Test instance to Production and multiple other instances, with the Migration of Absence Setups feature.

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Oracle-HCM-Cloud-Implementation-Absence-Setup-Migration
January 20, 2023

Oracle HCM Cloud Implementation | Absence Setup Migration

 

Requirement for Oracle HCM Cloud Implementation – Absence Setup Migration

  • Description of – Absence setup migration
  • Oracle HCM Cloud Implementation
  • Absence Plan

 

Overview:

Have you been part of the HCM Cloud Implementation Project and wondered how to migrate Absence Setup? Or has it been a very tedious process to migrate Absence Setup? This is one the earliest, but most relevant features when it comes to Migration of Absence Setups. With this feature, the Complete absence setup can be migrated from the Test instance to Production and multiple other instances.

 

Steps to Export Absence Plan:

  • Login to Fusion Application > Navigate to Setup and Maintenance under the profile icon.
Absence-Setup-Migration--Export-Absence-Plan--Home Screen

Fig 1: Home Screen

 

  • Navigate to Absence Management under Functional Areas > Click on Actions > and Export to CSV file > Create New.
Absence-Setup-Migration--Export-Absence-Plan--Setup-And-Maintenance-Screen-For-Export

Fig 2: Setup And Maintenance Screen For Export

 

  • Click on Add to select the absence plan which you need to export.
Absence-Setup-Migration--Export-Absence-Plan--Export-Screen-1

Fig 2.1: Export Screen 1

 

  • Select the Plan, which you need to export, Apply, Save and Close.
Absence-Setup-Migration--Export-Absence-Plan--Export-Screen-2

Fig 2.2: Export Screen 2

 

  • Once the Absence Plan is selected, Click on Submit.
Absence-Setup-Migration--Export-Absence-Plan--Export-Screen-3

Fig 2.3: Export Screen 3

 

  • Click on Ok.
Absence-Setup-Migration--Export-Absence-Plan--Export-Screen-4

Fig 2.4: Export Screen 4

 

  • Under export to CSV file, Click on Exporting setup data.
Absence-Setup-Migration--Export-Absence-Plan--Setup-and-Maintenance-Screen-to-Download-CSV-File

Fig 3: Setup & Maintenance Screen to Download CSV File

 

  • Once the status is completed, click on Download File.
Absence-Setup-Migration--Export-Absence-Plan--Setup-and-Maintenance-Screen-to-View-Progress

Fig 3.1: Setup and Maintenance Screen to View Progress

 

  • Once the status is completed, click on Download File.
Absence-Setup-Migration--Export-Absence-Plan--Download-File-Screen

Fig 3.2: Download File Screen

 

  • The zip file will be downloaded.
Absence-Setup-Migration--Export-Absence-Plan--Zip-File-Downloaded-Screen

Fig 3.3: Zip File Downloaded Screen

 

Steps to Import Absence Plan:

  • Now, to import the same absence plan in Production. Login to Fusion Application PROD, navigate to setup and maintenance > Absence Management > Import from CSV File > Create New.
Absence-Setup-Migration--Steps-to-Import-Absence-Plan--Setup-and-Maintenance-Screen-for-Import

Fig 4: Setup and Maintenance Screen for Import

 

  • Upload the zip file which you downloaded earlier.
Absence-Setup-Migration--Steps-to-Import-Absence-Plan--Choose-file-to-upload

Fig 4.1: Choose a file to upload

 

  • Click on Submit.
Absence-Setup-Migration--Steps-to-Import-Absence-Plan--Uploading-zip-file

Fig 4.2: Uploading zip file

 

  • To view the progress, under Import from CSV File, click on Not Started.
Absence-Setup-Migration--Steps-to-Import-Absence-Plan--Setup-and-Maintenance-Screen-to-view-progress.

Fig 4.3: Setup and Maintenance Screen to view progress.

 

  • Wait till the Status gets completed. Once completed, click on done.
Absence-Setup-Migration--Steps-to-Import-Absence-Plan--Import-Status-Screen

Fig 4.4: Import Status Screen

 

  • Search the Absence plan by navigating to My Client Group under the Absences tab which you have exported from Test Instance.
Absence-Setup-Migration--Steps-to-Import-Absence-Plan--Absence-Management-Screen

Fig 5: Absence Management Screen

 

Note:

  • The above steps can be followed to migrate a complete setup of absence management (Absence Plan, Absence Type, Absence Reasons, Eligibility Profiles, and Derived factors).
  • If any eligibility is defined for an Absence plan, we need to migrate the eligibility profiles first, and then we need to migrate the absence plan. (Child components (Reasons, Eligibility Profiles, Derived factors, Fast Formula) should be migrated first)

 

Author: Harish Muniraju, Oracle Cloud Consultant

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