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Oracle has come up with wide variety of tools to effectively address the business needs. We can download all document records based on the document type or person name, or both, and optionally specify a date range.
Oracle has come up with wide variety of tools to effectively address the business needs. We can download all document records based on the document type or person name, or both, and optionally specify a date range. For example, we can download all document records for a specific person or Document type such as passports for all person.
Released on: From 21D update Mass Download of Document Record is delivered Feature in Oracle HCM.
Note: Due to performance reasons, you can’t download document records of all document types for all persons. You must specify either a document type or a person.
Prerequisite Role and Privilege:
Job role Name: Human Resource Specialist, Human Resource Analyst
Privileges required downloading document records as follows:
| S.No | Role/Privileges Required Name | Role/Privileges Required Code |
| 1 | Mass Download Document Records | ORA_PER_MASS_DOWNLOAD_DOCUMENT_RECORDS |
By default, all document types that are part of the user’s document type security profile will appear in the Document Type list of values (LOV) when requesting a mass download of document records.
You can restrict the list of document types that can be mass downloaded from the employment flow by configuring the HCM Flow – Document Type Mapping on the Manage Enterprise HCM Information setup page.
This mapping applies to only Mass Download of Document Records page only.
Steps to enable:
Steps to download the documents:
Step 1: Go to My client Groups -> Click on “Mass Download of Document Records”
Figure 1: Click on Mass download of Document Records
Step 2: Click the add button on the Mass Download of Document Records page to submit a new mass download request.
Figure 2: Click on add button
Step 3: Select either Document type or Person name in the Request Details page.
Select Document type and select Group by option based on the need,
Document Type:
Select the document type which document wants to download based on your need.
Ex: Driver’s License, Non-Disclosure Form, Assignment Form
Group by category:
Based on the Group by criteria we select, the application will create download folders as follows:
None: There are no download folders created and all downloaded files are saved in a single folder. This is the default option
Document Type: A download folder is created for each downloaded system document type. The folder name is the same as the system document type. This folder contains individual downloaded files for each person by each document type
Person: A download folder is created for each person. The folder name is the same as the person number. This folder contains individual downloaded files for each system document type. Group by individual person.
Person: Select the person name which you want to download the Documents (If you want to download for specific person).
Record updated in date Range:
Select the date range if you want to download records updated in specific date.
Then click on submit button then process will be submitted.
Figure 3: Fill Request details to download
Step 4: When you submit a mass download request, an ESS process is submitted. The status of the submitted process is displayed as Running, Succeeded, or Error.
Figure 4: Downloaded document Details
Note:
Steps to download the documents for a specific person:
You can also use the Download button on the Document Records list page to download document records for a person.
Download document records for a person directly from the Document Records list page. But we have some restrictions,
Step 1: Go to My Client Group ->Person management then selects a person wanted to download the documents.
Step 2: click on Document Records task then Document Records page will open
Figure 1: click Download to download DOR for employee
Step 3: Then click on Download button to download all the documents of the Employee.
Business benefits:
Author
Surya Vanangamudi
Oracle Cloud Consultant
Connect with us for Oracle HCM's End-to-End Implementation, Enhancement, Updates, and Support.
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