Chapter 9: Best Practices and Optimization Techniques
🔷 Objective
Provide a set of recommended best practices and optimization methods to enhance performance, maintainability, and scalability of HCM Extracts.
🔷 Design Best Practices
Use meaningful names for extract definitions, attributes, and groups
Avoid redundant or unused attributes
Group related attributes into logical blocks
Keep fast formulas modular and reusable
🔷 Performance Optimization
Use effective filtering (e.g., WHERE clause or Context Filters)
Avoid large extract runs by using incremental/delta extracts
Minimize complex nested fast formulas
Monitor extract performance using Execution History logs
🔷 Maintenance Tips
Keep version control of changes (description updates, comments)
Regularly test extracts with new data
Reuse common user entities and formulas where possible
Clean up unused extract definitions
🔷 Data Security and Compliance
Mask sensitive fields in output files
Use roles and data security profiles to control access
Enable audit trails for extract access and output delivery
🔷 Scheduling and Automation Tips
Use meaningful names for scheduled jobs
Time schedules based on non-peak hours
Automate post-processing via ESS Jobs or Web Services
🔷 Documentation and Support
Document logic, structure, formulas, and delivery methods
Maintain logs of known issues and fixes
Train support teams with use-case-based scenarios
🏁 Conclusion
Adopting a disciplined approach to extract design, scheduling, and security ensures long-term success and scalability for enterprise HCM reporting solutions.
🔹 Next Steps
Previous Chapter: Chapter 8: Troubleshooting and Debugging Extracts
Next Chapter: Chapter 10: Advanced Use Cases and Real-World Project Implementation
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