Basic Concepts. Taleo Feature Pack 11A
Reklama
Reklama
Basic Concepts
•
•
•
•
•
Basic Concepts Login
Login
Login and Product Access
Allows users to sign in to the Taleo Welcome Center.
When opening the Taleo Enterprise solution, the User Sign In page appears. Users must select the language in which they want to use the application. If a user changes the default language on the Sign
In page, the page refreshes to the new language and subsequent Taleo pages are presented in the selected language. After selecting a language, users also have the possibility to tell the system to remember their selection so that the next time they sign in, the User Sign In page will be presented in the language selected.
In the User Sign In page, users must also provide a user name and password before being able to see the list of Taleo products to which they have access. The user name and password are provided by the system administrator. But the user has the ability to modify their password.
Once a user’s credentials have been entered and accepted, the Welcome Center appears and allows access to Taleo products purchased by the organization and to which a user has access according to the user’s user type and permissions.
When accessing a Taleo application, the information displayed in the Welcome Center is specific to the user who signs in. The features to which the user has access also depends on product settings enabled by the system administrator and on user type permissions granted to the user.
Accessing an Application
Prerequisite
You must know the Web address.
You must have received a user name and password from the system administrator.
Steps
1. Select the language in which you want to use the application.
2. Enter your user name and password.
3. Click Sign In.
Result
The Taleo Welcome Center is launched.
Changing My Password
Prerequisite
A setting allows the activation of this feature.
A user type permission grants users access to this feature.
Configuration
Steps
1. In the auxiliary navigation bar, click My Setup.
Configuration Guide Career Section 11A 5
Basic Concepts
2. Near Account Information, click Edit.
3. Modify the information contained in the Account section.
4. Click Save.
Creating Custom Instructions for the Forgot Password Message
Prerequisite
Configuration > [General Configuration] Settings
Steps
1. Click on the System Administrator Phone Number setting.
2. Click Edit.
3. Enter text in the Value field. This text will appear in the Forgot Password message that is displayed when a user makes a mistake at login.
4. Click Save.
Login
Configuration Guide Career Section 11A 6
Basic Concepts Application Timeout
Application Timeout
Application Time-out
Taleo applications include a security feature that warns the user when the application has not been used for more than thirty minutes even if a user is still signed in the application. When the time-out delay is reached, a message notifies the user that the time-out delay for the application is imminent.
Two scenarios are possible:
• User takes action: When the application has been idled for thirty minutes, a message notifies the user that the application requires attention. Clicking “Access the application” directs the user to the application. When the user accesses the application, he/she can reset the application and a message indicates the remaining time before the session expires.
• User does not take action: If the user does not reset the application within the defined delay, a message is displayed, indicating that the user has been signed out of the application and has to sign in again to use the application.
The time-out delay is set by default to thirty minutes. The reminder displayed before time-out is set by default to ten minutes before time-out.
Benefits
• Users can save information before the application times out.
• Unattended applications automatically sign out the user avoiding any unwanted intruders.
Configuration
A private setting allows the configuration of the application time-out for the Recruiting, Onboarding,
Performance and Configuration products. The setting defines the time in milliseconds before a session time-out reminder is displayed. Contact Taleo Support for details.
Name
Reminder Delay Before
Timeout
Possible Values
Setting
Default Value
600000
Location
Configuration > [General
Configuration] Settings
Configuration Guide Career Section 11A 7
Basic Concepts Languages
Languages
Languages
Taleo products are available in different optional languages.
Not all languages are available for all Taleo products and languages must be activated by the system administrator before they can be used in an application.
The preferred language of a user is set in the user’s account by the system administrator. The preferred language is used by the system as the default content language which is the same across all
Taleo products. If a product does not support the same set of content languages, it will have its own preference configuration.
In Taleo applications, the languages in which an element is available are indicated in the Languages field. When creating or editing an element, the user can chose the base language as well as the languages in which an element will be available. The base language of an element is the item’s reference language, usually used as a reference for other languages or fallback display in list mode.
The user’s preferred language is used as the default base language when the user creates an element.
The base language of an element can be changed at any time by the user. A language must be activated before it can be designated as a base language.
When multiple languages are used for an element, the icon is displayed. Hovering the mouse over the icon displays the languages activated for the element. When only one language is used for an element, the name of the language is displayed. When only one language is used in a company, there is no special indicator.
Configuration
The list of languages, presented according to the organization's preferences, is configured by the following private setting. An application language is the language in which a product can be viewed.
Contact Taleo Support for details.
Name
Application Languages
Possible Values
Setting
Default Value
French,
English,
German,
Spanish
Location
Configuration > [General
Configuration] Settings
When creating new users, system administrators use the following settings to configure the correspondence language and the content language.
Name
Correspondence
Language
Possible Values
Settings
Default Value Location
Configuration > [General
Configuration] Settings
Configuration Guide Career Section 11A 8
Basic Concepts Languages
Name
Content Language
Possible Values
Settings
Default Value Location
Configuration > [General
Configuration] Settings
When configuring a specific user, a preferred content language and a preferred correspondence language can be set in the user’s account.
Content Language
Name
Correspondence Language
User Account Preferences
Location
Configuration > [SmartOrg] Administration > User
Accounts > General Preferences
Configuration > [SmartOrg] Administration > User
Accounts > General Preferences
Career Section Languages
The Career Section module is available in several optional languages.
The Career Section module supports the following languages:
Career Section Supported Languages
Bulgarian
Chinese (Simplified)
Chinese (Traditional)
Croatian
Czech
Danish
Dutch
English
English - Great Britain
Finnish
French
Configuration Guide Career Section 11A 9
Basic Concepts Languages
Career Section Supported Languages
French - France
German
Greek
Hungarian
Italian
Japanese
Korean
Lithuanian
Malay
Norwegian
Polish
Portuguese - Brazil
Romanian
Russian
Serbian
Slovak
Spanish
Swedish
Thai
Turkish
Activating a Language
Prerequisite
The element must be in Edit mode.
Steps
1. Open the element that you want to make available in another language so its fields are in edit mode.
2. Select Configure next to the Language drop-down list.
Configuration Guide Career Section 11A 10
Basic Concepts Languages
3. In the Language Configuration page, select Active from the Status drop-down list for each required language.
4. Click Save.
Result
Activated languages appear in the Language drop-down list of element.
Next Step
Once a new language has been made active, some fields related to the element (most usually the
Name) will need to be provided for each new active language.
Deactivating a Language
Prerequisite
The element must be in Edit mode and the language must not be the base language.
Steps
1. Open an element.
2. Select Configure next to the Language drop-down list.
3. For each language, select Not Used in the Status drop-down list.
If the language to deactivate is the Base language, you will need to select another active language as the base language.
4. Click Save.
Result
Selected languages no longer appear in the Language drop-down list of the element.
Selecting the Base Language
Prerequisite
Language must be active.
If only one language is activated, the base language option is not displayed.
Steps
1. Edit an element.
2. In the Activated Languages drop-down list, select Configure.
3. Select the Base option for the desired language.
4. If necessary, select Active in the Status drop-down list.
5. Click Save.
Result
The word Base appears next to the language in the Activated Languages drop-down list.
Configuration Guide Career Section 11A 11
Basic Concepts System Statuses
System Statuses
System Status
A status indicates the current state of an element in the system.
Elements can have one of the following statuses:
• Draft: A Draft element can be modified. A Draft element cannot be used. The status must be made
Active before it can be used.
• Active: When an element is Active, only the name and description can be modified. It is not possible to update the behavior of the element.
• Inactive: When an element is inactive it can be modified. An inactive element cannot be used. The status must made be active before it can be used.
A Draft element can become Active. An Active element can become Inactive. An Inactive element can become Active. However, an Active element cannot return to Draft status.
Draft Active Inactive
Benefits
• Allows users to create elements without making them available right away.
• Allows users to remove an existing element from use without removing it form the database.
Configuration Guide Career Section 11A 12
Basic Concepts Organizations, Locations, Job Fields
Organizations, Locations, Job Fields
Contextualization: Organization-Location-Job Field
Organizations, locations and job fields represent the fundamental data structure by which information is organized in the application.
Contextualization, i.e. Organization-Location-Job Field structure associated to an element, represents the framework the application uses to organize, classify, link, match or search for information in the application.
Organization describes the hierarchical structure of an organization. Up to 20 organization levels can be created. The system proposes the following organization structure, but other terms may be chosen to better reflect the hierarchical structure of a company:
Organization Structure
Company
Sector
Department
Division
Location represents a geographical area, such as a country or state. Locations are listed in a hierarchical order, from the broadest geographical area (often a country) to increasingly specific areas
(work location). Up to 5 location levels can be created. Locations must be associated to Taleo network locations used for various purposes, mainly integration with external systems, using a common and standard universal structure. Taleo strongly recommends defining a zipcode for the location. A common location structure is:
Location Structure
Country
State/Province
Region
City
Work Location
Job Field represents the employment sectors or domains. Up to 4 job field levels can be created.
Job fields must also be mapped to the network job fields, again to have a common language with the external world, be for posting or integrations. This mapping also serves to inherit existing classification
Configuration Guide Career Section 11A 13
Basic Concepts Organizations, Locations, Job Fields for competencies. The system proposes the following job field structure, but other terms may be chosen to better reflect the structure of a company:
Job Field Structure
Category
Function
Specialty
Although Organization-Location-Job Field structures are configured with the help of a Taleo representative during the implementation phase (Implementation operation mode), modifications to structure elements can be done in maintenance mode at any time. It is possible to customize the application to reflect a company’s unique structure and make modifications to Organization-Location-
Job field elements in real time so that the data accounts for any changes in the structure.
There are several key elements of Taleo solution that are tied to contextualization (Organization-
Location-Job field structure), such as:
• candidate selection workflow
• requisitions and requisition templates
• message templates
• onboarding processes
• reporting
• integration
• user management
• source tracking
• prescreening competencies, questions and assessments
• approvals
• etc.
The purpose of contextualizing an element (that is, associating it to organizations, locations and/or job fields) is to make the element relevant according to a specific context. Below is an example of contextualization with candidate selection workflows.
Requisition
Organization
Urban transportation
Location Job Field
United States/California/
Los Angeles
Bus driver
CSW1 Urban transportation United States/California/
San Jose
United States
Bus driver
Bus driver CSW2 Urban transportation
The CSW1 would not be available to the user for this requisition, because the last level of its Location does not match that of the requisition.
The CSW2 could be available to the user for this requisition. The parent element of the lowest level of the requisition for each dimension (Organization, Location or Field) must be the same as the lowest level of the workflow for each dimension:
Configuration Guide Career Section 11A 14
Basic Concepts Organizations, Locations, Job Fields
When using contextualization, the system applies the AND operator between Organizations, Locations and Job Fields entities. However, the OR operator is applied between elements of the same entity.
In the following example, a field would be displayed if Canada (or any of its children) AND Architecture were selected.
Location
Job Field
Canada
Architecture
In the following example, a field would be displayed if Canada AND Architecture were selected, or if
United States AND Architecture were selected.
Location
Location
Job Field
Canada
United States
Architecture
Configuration
To manage organizations, locations and job fields in SmartOrg, the following permission is required.
Name
Manage foundation data
User Type Permission
Location
Configuration > [SmartOrg] Administration > User Types >
Configuration > Foundation Data
Configuration Guide Career Section 11A 15
Pobierz
Reklama