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Query on sequence of Implementing HCM in Fusion Data Intelligence (FDI) ?

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Sumanth Nimmagadda
Sumanth Nimmagadda Rank 2 - Community Beginner
in Oracle Fusion Data Intelligence

  • Include in daily report breakdown this step is to get up to date data for Absence Management Functional Area (1)
  • Creating Balance groups for Payroll Balances Functional area (2)
  • Setup labels for costing segments in Cost Allocation key flexfield for payroll costing (3)
  • Refresh Manager Hierarchy (4)
  • Creating a user to extract data from Oracle cloud HCM to FDI (5)
  • Verify LBAC (6)
  • The above are the pre-requisites for implementing HCM in FDI .
    Question 1) Is there any specific order to implement ? If yes mention the order please.
    Question 2) Should I first create Balance groups and then setup labels for costing segments ? or Reverse


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  • Silvio Garber-Oracle
    Silvio Garber-Oracle Rank 4 - Community Specialist
    Answer ✓
    1. No specific order to implement. For example, Absence Management setup won´t interfere with payroll (and vice-versa). Make sure to run the HCM diagnostics and refresh manager hierarchy before loading the data (or you may need to reload the data).
      Also, you can avoid having to create a user to extract data if you create an Integrated instance, which also helps with LBAC. Create an Integrated Oracle Fusion Data Intelligence Instance
    2. It shouldn´t matter, as soon as you perform both before loading payroll data.

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