Taleo Remote Manager Experience 11A Recruiting Software Configuration Guide
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Taleo Enterprise
Remote Manager Experience
Configuration Guide
Feature Pack 11A
April 21, 2011
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Configuration Guide Remote Manager Experience 11A ii
Table of Contents
Configuration Guide
Getting Started with the Remote Manager Experience
Job-Specific Candidate List Configuration
Remote Manager Experience 11A iii
Search Results List Configuration
Candidate Matching Configuration
Candidate Autopooling Configuration
Configuration Guide Remote Manager Experience 11A iv
Preface
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•
Preface Technical Configuration and Software Performance
Technical Configuration and Software Performance
For the latest information, refer to the Taleo Enterprise Technical Configuration and Software
Performance Guide document for the applicable release.
Configuration Guide Remote Manager Experience 11A 2
Preface
Revision History
Date
April 21, 2011 Initial publication.
Modification
Revision History
Revised Topic
Configuration Guide Remote Manager Experience 11A 3
Getting Started with the Remote Manager
Experience
•
Getting Started with the Remote Manager Experience Remote Manager Experience
Remote Manager Experience
The Remote Manager Experience offers a lightweight way for managers in resource-constrained environments to conduct a limited set of functions allowing them to view, advance and hire candidates for existing requisitions.
The Remote Manager Experience includes a small subset of the Recruiting Center application. All
Recruiting users can access the Remote Manager Experience.
The Remote Manager Experience can be used in the following environments:
• minimum screen resolution of 800 x 600
• low connection bandwidth (56 kbps)
• workstation without persistent cache (either diskless or where caches are deleted each day due to security policy)
• may work acceptably across high latency internet connections such as satellite connection
• may work acceptably across remote desktop services such as Citrix or Windows Terminal Server
Note: The Remote Manager Experience does not require the use of Adobe Flash.
The Remote Manager Experience is included within the Taleo Recruiting application but is accessed via a special URL:
http://<your-zone>/enterprise/remotemanager
The following elements of the Remote Manager Experience may be configured:
• quick search
• jobs list
• job-specific candidate list
• search results list
• candidate actions
• merge form feature
• automatic candidate pooling feature
When configuring the Remote Manager Experience, consider:
• Having a configuration profile dedicated to the Remote Manager Experience.
• Having a user type dedicated to the Remote Manager Experience.
Configuration Guide Remote Manager Experience 11A 5
Quick Search Configuration
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Quick Search Configuration Quick Search
Quick Search
The quick search allows users to quickly find specific candidates.
The quick search is available at the top right hand corner of pages.
When performing a candidate search, the search engine will search for candidates who applied on a job. The search engine displays candidate general profiles (not candidate submissions).
If users were granted the permission to access candidate identification information, they have the ability to search candidates using:
• candidate user name
• candidate first name
• candidate last name
• candidate first and last names
• candidate e-mail address
• candidate identification number only (you must use at least three numbers of the total identification number or more, otherwise the search will not work)
If users were not been granted the permission to access candidate identification information, only a search with the candidate identification number is allowed.
Displaying the Quick Search
Prerequisite
The quick search is displayed if the search widget is enabled in the user’s configuration profile.
Configuration > [SmartOrg] Administration > Configuration Profiles
Steps
1. Select a configuration profile.
2. Click Search Widget.
3. Click Edit.
4. Select Yes.
5. Click Save.
Giving Access to the Quick Search
Prerequisite
Configuration > [SmartOrg] Administration > User Types
Steps
1. Select a user type.
2. Click Recruiting.
Configuration Guide Remote Manager Experience 11A 7
Quick Search Configuration Quick Search
3. Click Edit next to Search.
4. Select the Access candidate Quick and Specific search permission.
5. Click Save.
Giving Access to Candidate Information During a Search
Prerequisite
Configuration > [SmartOrg] Administration > User Types
Steps
1. Select a user type.
2. Click Recruiting.
3. Click Edit next to Candidates.
4. Select the Access candidate identification and contact information permission.
5. Click Save.
Result
If users were granted the permission, they can search candidates by:
• candidate user name
• candidate first name
• candidate last name
• candidate first and last names
• candidate e-mail address
• candidate identification number only (you must use at least three numbers of the total identification number or more, otherwise the search will not work)
If users were not granted the permission, only a search with the candidate identification number is allowed.
Configuration Guide Remote Manager Experience 11A 8
Jobs List Configuration
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Jobs List Configuration Jobs List
Jobs List
The Jobs list displays jobs available in a company.
The Jobs list can display 20 jobs per page.
The list format used for the Jobs list is the default Mini-Requisition list format for the variation defined in the user's configuration profile.
The following columns can be displayed in the Jobs list:
Short Title (by Manager) - not clickable
Candidate Count
Language
Prevent Posting
Urgent Need Job
ACE Candidate Alert
Daily Recruiting Report
Hiring Manager Assistant
Recruiter Assistant
Collaborators
Short Title - not clickable
Title
Requisition Title
Requisition ID
Recruiter
Columns in the Jobs List
Hiring Manager
Status
Status Detail
Department
Validity Period
Validity Period Enabled
One user-defined field with a single value
One user-defined field with multiple values
One user-defined field for currencies
One user-defined field for dates
One user-defined field for numbers
One user-defined field for number amounts
One user-defined field for text
One user-defined field for multilingual
Jobs with the following statuses are not displayed: Filled, Canceled, Deleted.
The information displayed in the job callout is similar to the information available in the Recruiting
Center.
Quick filters and advanced filters are not available in the Jobs list.
The Show filter is not available in the Jobs list. However, the value specified for the Show information
for Filter Default setting in the user’s configuration profile is used to display information.
Configuration Guide Remote Manager Experience 11A 10
Jobs List Configuration Jobs List
Setting
Name Possible Values
Show information for Filter
Default
• I own
• I collaborate on
• I own or I collaborate on
• My coverage area
• All users
I own
Default Value Location
Configuration >
[SmartOrg] Administration
> Configuration Profiles
The Jobs list displays jobs according to the configuration of the following permissions:
Name
Access the “Requisitions” section
View requisitions
Allow access to professional requisitions
Allow access to hourly requisitions
Allow access to campus requisitions
Allow access to contingent requisitions
Allow access to executive requisitions
User Type Permissions
Location
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Clicking on the job title redirects users to the job-specific candidate list if they were granted the following permission:
User Type Permission
Name Location
Access requisition-specific candidate lists permission Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
Configuration Guide Remote Manager Experience 11A 11
Jobs List Configuration Jobs List
Configuring the Jobs List Format
Prerequisite
Configuration > [Recruiting] Administration > List Formats
Steps
1. Click the Requisition tab.
2. Click Mini Requisition List.
3. In the Formats for this Context tab, click Mini requisition list format.
4. Select the columns you want to display in the list.
5. To order columns in the list format, select a number in the Sequence Number column then click
Reorder.
6. To sort files in the list according to a specific criterion, click the triangle icon in the Sort by column next to the desired column name.
7. Click Done.
Result
The list format appears in the Context Details page, under the Formats for this Context tab.
Next Step
Activating the list format.
Configuration Guide Remote Manager Experience 11A 12
Job-Specific Candidate List Configuration
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Job-Specific Candidate List Configuration Job-Specific Candidate List
Job-Specific Candidate List
The job-specific candidate list displays candidates who applied on a job. Incomplete candidate submissions may also be displayed.
The job-specific candidate list can display 20 candidates per page.
The list format used for the job-specific candidate list is the Requisition-specific Candidate List - Global list format for the variation defined in the user's configuration profile.
Horizontal scrolling is available when many columns are present. Note that columns cannot be resized nor rearranged.
Candidates can be filtered using quick filters. See
Job-Specific Candidate List Filters
. Note that advanced filters are not available.
The information displayed in the candidate callout is similar to the information available in the
Recruiting Center.
Change Status (to move candidates through the hiring process), Fill Out Form (to select a PDF form for the selection process) and Revert (to move a candidate back to a step or status previously reached) are the only actions available in the job-specific candidate list, via the list next to the candidate name.
The job-specific candidate list opens filtered on the first step of the candidate selection workflow if the following setting is set to Yes. Otherwise, the value selected in the Step filter is All.
Setting
Name Possible Values
Display New Candidates
Only
• Yes
• No
No
Default Value Location
Configuration >
[Recruiting] Administration
> Settings
The Attachment column only displays the number of attachments. Users cannot open attachments.
The following columns are not available: Worker Type, Staffing Agency Rate.
Configuration Guide Remote Manager Experience 11A 14
Job-Specific Candidate List Configuration Job-Specific Candidate List Filters
Job-Specific Candidate List Filters
The job-specific candidate list can be filtered to obtain a more accurate list of candidates.
Step and Status filters: The Step filter displays all the steps of the Candidate Selection Workflow used by the current requisition. Once the job-specific candidate list is filtered on a step, the Status filter displays all the statuses of the step. If the Candidate Selection Workflow used by the current requisition has only one step, then only the Status filter is displayed.
Candidate filters: The following candidate filters are available:
Internal
Referred
Requiring Attention
Filter
Candidate Filters
Description
Returns internal candidates.
Returns candidates who have been referred by an agent or a referrer and for which the reference is not expired.
Returns candidate submissions that have an Attention
Indicator Flag .
In Selection Process
Active on Current Requisition
Active on Concurrent Requisition
Exclude Disqualified
New in Selection Process
Returns submissions of candidates that have at least one submission that is on a step/status mapped to an active application state (not Rejected, Declined,
Deleted, Hired).
Returns candidate submissions for the current requisition and that are on the step/status mapped on an active application state (not Rejected, Declined,
Deleted, Hired).
Returns the submissions of the candidates that have at least one other submission for another requisition, where the step/status is mapped to an active application state (not Rejected, Declined,
Deleted, Hired).
Returns candidates that are not disqualified.
Returns candidate submissions that are in the initial status of the first step of the Candidate Selection
Workflow used by the current requisition.
If users have the following preference, the In Selection Process filter is selected by default:
Configuration Guide Remote Manager Experience 11A 15
Job-Specific Candidate List Configuration Job-Specific Candidate List Filters
Candidate List Content
Name
User Account Preference
Location
Configuration > [SmartOrg] Administration > User
Accounts > General Preferences
Commute filter: The Commute filter is available in the autopooling candidate list and the job-specific candidate list. The Commute filter is visible in the autopooling candidate list if the Radius quick filter was selected for the List of automatically pooled candidates list format.
The Commute filter uses the job Primary Location to perform the radius search. The Commute filter extracts candidates located inside the distance calculated between the job Primary Location and the candidate’s zip/postal code.
Candidates who did not enter a zip/postal code are excluded from the results.
Shift Availability Filter: The Shift Availability filter is available in the search candidate list, the autopooling candidate list and in the job-specific candidate list. The Shift Availability filter is visible in the autopooling candidate list if the Shift Availability filter was selected for the List of automatically
pooled candidates list format.
Configuring the Job-Specific Candidate List Format
Prerequisite
Configuration > [Recruiting] Administration > List Formats
Steps
1. Click the Candidate tab.
2. Click a requisition-specific candidate list.
3. In the Formats for this Context tab, click a list format.
4. Select the columns you want to display in the list.
5. To order columns in the list format, select a number in the Sequence Number column then click
Reorder.
6. To sort files in the list according to a specific criterion, click the triangle icon in the Sort by column next to the desired column name.
7. Click Done.
Result
The list format appears in the Context Details page, under the Formats for this Context tab.
Next Step
Activating the list format.
Selecting Quick Filters
Prerequisite
Configuration > [Recruiting] Administration > List Formats
Steps
1. Click on the Candidate.
Configuration Guide Remote Manager Experience 11A 16
Job-Specific Candidate List Configuration Job-Specific Candidate List Filters
2. Click a requisition-specific candidate list.
3. Click the Quick Filters tab.
4. Select filters by selecting the Displayed check box next to each filter.
5. Select a default filter by selecting the Default Value check box next to a criterion.
6. Order filters by selecting a number in the Sequence Number column.
7. Click Done.
Result
Quick filters are displayed for the selected candidate list format context.
Displaying Incomplete Submissions
Prerequisite
Configuration > [Recruiting] Settings
Steps
1. Click on the Display Incomplete Application setting.
2. Click Edit.
3. Select Yes.
4. Click Save.
Displaying Sensitive Information for Internal Submissions
Prerequisite
Configuration > [SmartOrg] Administration > User Types
Steps
1. Select a user type.
2. Click Recruiting.
3. Click Edit next to Candidates.
4. Select the View sensitive information for internal submissions permission.
5. Click Save.
Configuration Guide Remote Manager Experience 11A 17
Search Results List Configuration
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Search Results List Configuration Search Results List
Search Results List
The search results list displays candidate general profiles that correspond to criteria entered in the search widget.
The search results list can display 20 candidates per page.
The list format used for the search result list is the default Search Results - Quick Search list format for the variation defined in the user's configuration profile.
The information displayed in the job callout is similar to the information available in the Recruiting
Center.
Candidates can be filtered using the following quick filters:
• internal
• referred
• active on concurrent requisition
The information displayed in the candidate callout is similar to the information available in the
Recruiting Center.
The Match action (to match a candidate to a job) is the only action available in the search results list, via the drop-down list next to the candidate name.
Configuring the Search Results List
Prerequisite
Configuration > [Recruiting] Administration > List Formats
Steps
1. Click the Candidate tab.
2. Click the Search Results / Quick Search list format.
3. In the Formats for this Context tab, click a list format.
4. Select the columns you want to display in the list.
5. To order columns in the list format, select a number in the Sequence Number column then click
Reorder.
6. To sort files in the list according to a specific criterion, click the triangle icon in the Sort by column next to the desired column name.
7. Click Done.
Result
The list format appears in the Context Details page, under the Formats for this Context tab.
Next Step
Activating the list format.
Configuration Guide Remote Manager Experience 11A 19
Candidate Configuration
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Candidate Configuration Candidate Summary
Candidate Summary
The candidate summary is a form containing information on a candidate.
When opening a candidate file, users are always in view mode. No modification can be done to the content of the candidate summary file.
The candidate summary is organized into three sections:
• Personal Information
• Submissions
• History
The content of the Personal Information section will vary whether the general profile of the candidate or the submission of the candidate is displayed. Candidate files available after performing a search present the general profile of the candidate. When accessing a candidate file via the job-specific candidate list, the candidate submission is presented. The following information may be displayed in the Personal Information section:
• candidate first name, middle name and last name
• candidate ID
• candidate e-mail address
• work, home and cellular numbers
If the candidate summary is for a submission (rather than a candidate profile), the following fields are also displayed:
• step
• status
• application creation date
• application medium
• source
• submission type
• radius
The Submissions section displays jobs for which the candidate has applied. Managers may have the ability to access screening services results from within candidate submissions. All screening services results for a specific candidate submission are displayed below the candidate’s list of submissions. A summary of the screening services results is displayed (Requester, Request Date, Provider Status, etc.). To obtain more details, a Details link is available from within each screening service. When details are displayed, a link to the partner's More Details page may be available. This page opens in a separate window. If the manager does not have access to this page, the window will still open with a
"Not available page" message.
The History section presents useful tracking details on actions performed on the candidate file. The
History section can be filtered to display events specific to the candidate general profile or one of the candidate submission.
The information displayed on a candidate will vary depending on the security levels set for candidates files:
Configuration Guide Remote Manager Experience 11A 21
Candidate Configuration Candidate Summary
User Type Permissions
Name
Security level for external candidates (in view mode)
Security level for internal candidates (in view mode)
Location
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
If a user is granted the View internal candidate job submissions permission, the user will be able to see internal job submissions that he/she owns, that he/she owns or collaborates on, or all internal job submissions depending on the constraint enabled. If a candidate is an internal candidate, all of his job submissions will or will not be displayed according to this permission. The system does not look at each submission to see if it is internal or not. It looks at the profile level to determine if the candidate is internal; if it is internal, the candidate will receive the treatment of this permission.
Name
View internal candidate job submissions
User Type Permission
Location
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
To display screening services results in candidate submissions, the following permissions must be granted.
Name
Access Taleo partner summary results
Access Taleo partner detailed results
User Type Permissions
Location
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Other
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Other
Configuration Guide Remote Manager Experience 11A 22
Candidate Matching Configuration
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Candidate Matching Configuration Candidate Matching to a Job
Candidate Matching to a Job
Users can select a candidate file and match it to a job.
The Match action is available after performing a candidate search.
Basically, a user performs a quick search, selects a candidate file and selects the Match action. The system presents a list of jobs that corresponds to the default matching criteria set by the system administrator. Once a candidate has been matched to a job, the user can decide to send an e-mail to the candidate to inform him/her that a match has been done and to request more information on his/her application. Emails are sent only for posted jobs, to avoid inviting candidates to jobs they cannot see on the career section. The Request More Information email is sent to the candidate if:
• The candidate has an email.
• For internal candidates, the requisition is Open - Posted for at least one internal or one external career section.
• For external candidates, the requisition is Open - Posted for at least one external career section.
The jobs displayed in the Requisitions selector depends on the following permission and its restrictions granted to users:
View requisitions
Name
User Type Permission
Location
Configuration > [SmartOrg] Administration > User Types >
Recruiting > Requisitions
Giving Access to the Match Action
Prerequisite
Configuration > [SmartOrg] Administration > User Types
Steps
1. Select a user type.
2. Click Recruiting.
3. Click Edit next to Candidates.
4. Select the Match candidates to requisitions permission.
5. Click Save.
Configuration Guide Remote Manager Experience 11A 24
Event Date Configuration
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Event Date Configuration Candidate Event Modification
Candidate Event Modification
This feature allows users to manually change the date of some candidate selection events.
Being able to modify the date when certain events occur is useful because some events may have been done at a different time than the system event itself. For example, many interviews may have been done during a week for many candidates, and the recruiter may have updated the event in the system all at the same time a Friday morning. It is useful for the recruiter to be able to set the exact date of the interview manually for this specific process.
If users have the necessary permission and the feature was enabled, users are able to specify when an action on a candidate file really took place. This can be done when modifying the step/status of a candidate via the Actions column (that is, rejecting a candidate, hiring a candidate, indicating a candidate has declined, etc.).
Enabling the Event Date Feature
To allow users to modify the date of an event, a private setting must be enabled by Taleo.
Prerequisite
Configuration > [Recruiting] Settings
Steps
1. Click on the Workflow Event Date Management setting.
2. Click Edit.
3. Click Yes.
4. Click Save.
Granting Access to Modify Event Date
Prerequisite
Configuration > [SmartOrg] Administration > User Types
Steps
1. Select a user type.
2. Click Recruiting.
3. Click Edit next to Candidates.
4. Select the Set candidate selection workflow event date permission.
5. Click Save.
Configuration Guide Remote Manager Experience 11A 26
Merge Form Configuration
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Merge Form Configuration Merge Form
Merge Form
A merge form is a PDF document that can be tied to candidate selection workflows, steps and statuses and that can be generated/filled out at any point on demand by a user.
Merge forms are used during the hiring process. For example, during interviews with candidates, a recruiter may use a PDF form as a template to complete a candidate’s “Do not disclose” information.
PDF forms are most typically used for various new hire paperwork or to print a candidate submission in a particular, customized format.
Merge forms are first built in Adobe Acrobat. System administrators then add them in Taleo Recruiting
Administration. If desired, they can also tie them to candidate selection workflows, steps and statuses to make them available to users. Merge forms can be printed by a user, then further completed if needed and signed by the candidate. (None of this is tracked in the system).
If a field in the form is confidential to the user, a warning message is displayed and that field is left blank.
Merge forms can be pre-populated with variables retained in the system within the Message Template feature. These variables can be added using the Adobe Acrobat Professional Forms feature. For example, you could take a merge form (such as the I-9 form) and insert Taleo variables that will automatically pull information from the candidate file. Instead of typing the name of a candidate, the name would automatically appear in the form.
By default, the maximum file size of a merge form is 2 MB.
Configuration
For the merge form feature to be available to users, the Merge Form Activation setting must be set to Yes. Once enabled, the Fill Out Form action is available to all users in the More Actions list of the
Recruiting Center.
Setting
Name
Merge Form Activation
Possible Values
• Yes
• No
Yes
Default Value Location
Configuration >
[Recruiting] Settings
The fields contained in a form obey to the following permissions granted to users:
Name
Security level for requisitions (in view mode)
User Type Permissions
Security level for external candidates (in view mode)
Location
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Requisitions
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
Configuration Guide Remote Manager Experience 11A 28
Merge Form Configuration Merge Form
User Type Permissions
Name
Security level for internal candidates (in view mode)
Location
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
Creating a Merge Form
Prerequisite
The PDF form must first be built in Adobe Acrobat.
Configuration > [Recruiting] Administration > Merge Forms
Steps
1. Click New...
2. Complete fields as required.
3. Select a PDF form using the Browse... button.
4. Click Done.
Result
The form appears in the Merge Forms page as well as in the Candidate Selection Workflow module, under the Forms tab.
Next Step
Activating a merge form.
Configuring a Merge Form
Prerequisite
The form must first be made available via the Merge Forms feature.
Configuration > [Recruiting] Administration > Candidate Selection Workflow > Forms
Steps
1. In the Forms tab, click on a form.
2. Indicate if the form is always available or if it is only available when associated to a selected workflow, step or status.
3. If a form is associated to a specific context, select the appropriate workflow, step and status in the selector, then click Add.
4. Click Done.
Result
The form is associated to a candidate selection workflow, a step or a status in order to suggest users to complete the form when a candidate reaches the specified workflow, step or status.
Next Step
Inserting variables in a merge form.
Configuration Guide Remote Manager Experience 11A 29
Candidate Autopooling Configuration
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Candidate Autopooling Configuration Automatic Candidate Pooling
Automatic Candidate Pooling
The Automatic Candidate Pooling feature allows customers to add autopooling criteria to a requisition or requisition template to find candidates in the database who are available and qualified for a job.
Managers can then access the autopool results with a single click.
The Automatic Candidate Pooling feature is typically used in decentralized hiring environments, for example in high volume retail and hourly hiring where managers may have to quickly identify candidates on their own without the assistance of recruiters.
For the Automatic Candidate Pooling feature to be available, the feature must be enabled by the system administrator and autopooling criteria must have been added in the requisition.
Once autopooling criteria have been defined and enabled, the system will automatically generate a list of candidates matching the criteria anytime on demand. This list of candidates is accessible in the jobspecific candidate list by clicking Autopooled Candidates. The user then has the ability to:
• View candidate files.
• Match candidates to the current job opening (candidates are moved from the autopool results list to the requisition-specific candidate list, and they can then be moved along the workflow like any other candidate).
• Match candidates to the current job opening and reject them in a single action (which will remove undesired candidates from continuing to appear in the candidate pool for this requisition; note that by default this option is disabled).
• Filter the list of candidates using quick filters.
• Sort the list of candidates by clicking a column heading.
The list format used to display the automatic candidate pooling results is the List of automatically
pooled candidates list format.
The autopooled candidate list can display 20 candidates per page.
The information displayed on a candidate will vary depending on the security levels set for candidates files:
User Type Permissions
Name
Security level for external candidates (in view mode)
Security level for internal candidates (in view mode)
Location
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
Configuration > [SmartOrg] Administration > User
Types > Recruiting > Candidates
Configuring the Automatically Pooled Candidate List Format
Prerequisite
Configuration > [Recruiting] Administration > List Formats
Steps
1. Click the Candidate tab.
Configuration Guide Remote Manager Experience 11A 31
Candidate Autopooling Configuration Automatic Candidate Pooling
2. Click the List of automatically pooled candidates list formay.
3. In the Formats for this Context tab, click a list format.
4. Select the columns you want to display in the list.
5. To order columns in the list format, select a number in the Sequence Number column then click
Reorder.
6. To sort files in the list according to a specific criterion, click the triangle icon in the Sort by column next to the desired column name.
7. Click Done.
Result
The list format appears in the Context Details page, under the Formats for this Context tab.
Next Step
Activating the list format.
Enabling the Automatic Candidate Pooling Feature
Prerequisite
Configuration > [Recruiting] Settings
Steps
1. Click on the Automatic Candidate Pooling Enabled setting.
2. Click Edit.
3. Click Yes.
4. Click Save.
Giving Access to the Automatic Candidate Pooling Feature
Prerequisite
Configuration > [SmartOrg] Administration > User Types
Steps
1. Select a user type.
2. Click Recruiting.
3. Click Edit next to Requisitions.
4. Select the Perform the "Reject" action from the candidate autopooling list permission.
5. Click Save.
Allowing Users to Reject Automatically Pooled Candidates
Prerequisite
Configuration > [SmartOrg] Administration > User Types
Steps
1. Select a user type.
Configuration Guide Remote Manager Experience 11A 32
Candidate Autopooling Configuration Automatic Candidate Pooling
2. Click Recruiting.
3. Click Edit next to Candidates.
4. Select the Perform the "Reject" action from the candidate autopooling list permission.
5. Click Save.
Defining Repooling Rules
You can define repooling rules within the Candidate Selection Workflow to automatically return candidates to the pool after X days of inactivity.
Steps
1. Under Recruiting Settings, enable the Inactivate Job Submissions Feature setting.
2. Under Candidate Selection Workflow/Statuses tab, create an inactive status and select Inactive in the Reference Model list.
3. Under Candidate Selection Workflow/Steps tab, add this inactive status to each candidate selection workflow step in which you want to repool candidates.
4. Within each desired candidate selection workflow, in the Steps Usage tab, click on the step, select the Inactivate Job Submissions option and indicate the number of days. Note that different steps may have different durations or none at all.
Configuration Guide Remote Manager Experience 11A 33
Operation Mode
•
Operation Mode Operation Mode for the Remote Manager Experience
Operation Mode for the Remote Manager Experience
Useful information regarding the operation mode of the Remote Manager Experience.
Users connected to the Remote Manager Experience are considered in the Recruiting product count.
When Recruiting is in Implementation mode, users cannot connect to the Remote Manager
Experience.
When Recruiting is in Maintenance mode or in Production mode, users can connect to the Remote
Manager Experience.
Configuration Guide Remote Manager Experience 11A 35
Logo Configuration
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Logo Configuration
Logo
A logo can be displayed in the upper left corner of the Remote Manager Experience.
The logo displayed in the Remote Manager Experience is the same logo displayed in the Recruiting
Center.
A limit of one logo can be defined by zone.
The logo must have a JPEG format and dimensions of 185 x 60 pixels.
Uploading a Logo
Prerequisite
A limit of one logo can be uploaded per zone.
Logo must be in a JPEG format and have dimensions of 185 x 60 pixels.
Configuration > [Settings] Settings
Steps
1. Click on the Organization Logo setting.
2. Click Edit.
3. Click Browse to select the file containing the company logo.
4. Click Save.
Result
The uploaded logo is displayed in the upper left corner.
Logo
Configuration Guide Remote Manager Experience 11A 37
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