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If your Workforce Planning application is new, you may want to load information, such as the
existing employee structure, employee properties, and payroll data, from enterprise systems:
● If you are using Performance Management Architect application administration, load
information using a flat file
● If you are using Classic application administration, you can use DIM Adapter for Planning
or
Application Link
You can also:
● Manually enter information into Workforce Planning.
● Load metadata and data that generates data and rules files for loading metadata and data
through Administration Services
➤ To load workforce information—data and metadata—using DIM Adapter for Planning or
Application Link Adapter for Hyperion Planning into a Classic application:
1 Load metadata (for example, employees and departments) into Workforce Planning.
Load Account, Entity, Employee, and user-defined dimensions from any flat file or ODBCcompliant database. Load members, shared members, and attribute values into dimensions.
Hyperion recommends that you first load a small sample of employees. Verify the results, make
any needed changes, and load the entire dimension.
2 Refresh the application to update the Essbase outline.
3 Set up the data load dimension and dimension driver members.

The data load dimension is the dimension to which you are loading data, and corresponds to
the target table in the DIM Adapter for Planning

The driver dimension is the dimension to which
you are loading data in an Essbase database.

4 Load data and employee properties into the Essbase database for the Workforce Planning application.
The outlines must match; you can specify only the members and parent member names.
5 Refresh the application to update the data.
Each time you modify the application structure, reload the data.

Load fixed accounts only into the BegBalance member and load varying accounts into all time
periods. You set the effective POV for each record using the POV port.
About Loading Information Using DIM Adapter for Planning
After you install and configure DIM Adapter for Planning, you can install and configure adapters
that enable you to retrieve and write data for other Hyperion products. After you configure an
adapter, you must configure an application connection in Workflow Manager before you can
extract data from sources or write data into targets.

You can load information using Oracle's Hyperion® Data Integration Management Adapter for
Planning only into Classic applications.
About Loading Information Using Application Link Adapter for Hyperion Planning
Application Link Adapter for Hyperion Planning provides a graphical user interface for creating
integrations from your source system into Planning. It includes a wizard—Oracle's Hyperion®
Translation Manager—that helps you map your source data into Planning equivalents.

You can load information using Application Link Adapter for Hyperion Planning only into
Classic applications.