Participant Import

APPLIES TO:

Oracle Fusion Incentive Compensation Cloud Service - Version 11.1.7.0.0 and later
Information in this document applies to any platform.

GOAL

How to import specific users as participants into Incentive Compensation?
 

SOLUTION

You can use the filters to restrict which users will be imported as participants. You can use the following conditions to filter users to be imported as participants:

ROLE :
Text input, with wildcard support. If you provide a value, Oracle Data
Integrator matches it against the Oracle Fusion Resource Manager value
JTF_RS_ROLES_B.ROLE_CODE.

ROLE TYPE:
Text input, without wildcard support. If you provide a value, Oracle Data
Integrator matches it against the value JTF_RS_ROLES_B.ROLE_TYPE.

In order to filter by role you can run a query in BI answers like
select role_code, role_type_code
from jtf_rs_roles_b
order by role_code

The role_code can be found in manage users under Resource Information, there is a dropdown for resource role. In the dropdown you can see a number of resource roles and while you import participant you can use the associated role_code in your filter for participants. Say you assign a resource role of IC Salesrep (this is user defined), you need to find out the role_code for IC_Salesrep in jtf_roles_b in my case its IC_REP and if i wanted to import this user as a participant only i would filter by Resource Role=IC_REP.

PERSON NUMBER:
Text input, without wildcard support. If you provide a value, Oracle
Data Integrator matches it against the Oracle Fusion HCM value
PER_ALL_PEOPLE_F.PERSON_NUMBER

person number can be located by navigating to
Workforce Management > Person Management and query up the user.