Oracle Taleo Enterprise Onboarding (Transitions)

[Pages:247]Oracle

Taleo Enterprise Onboarding (Transitions) Configuration Guide

Release 17

Taleo Enterprise Onboarding (Transitions) Configuration Guide

Part Number: E89358-01

Copyright ? 2017, Oracle and/or its affiliates. All rights reserved

Authors: Taleo Information Development Team

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Oracle Taleo Enterprise

Onboarding (Transitions) Configuration Guide

Contents

Preface

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1 Onboarding (Transitions) Basic Concepts

1

About Taleo Onboarding (Transitions)

1

Processes in Taleo Onboarding (Transitions)

2

Simple Process Example

4

Complex Process Example

5

2 Getting Started

7

Login

7

Getting Help

8

Menus and Navigation Tools

10

Other Tools

14

3 Central Configuration

21

Settings

21

User Types and Permissions

27

Organizations, Locations, Job Fields

33

Operation Modes

34

Release Notes Messages

36

SmartOrg User Accounts and Transitions

40

Single Sign-On

42

4 Onboarding (Transitions) and Career Sections

56

Onboarding (Transitions) Tasks in Career Sections

56

Onboarding (Transitions)-only Career Section

58

Building an Onboarding (Transitions)-only Career Section

59

Onboarding (Transitions)-only Career Section Properties

59

5 Fields and Selections

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Oracle Taleo Enterprise

Onboarding (Transitions) Configuration Guide

Data Sharing Between Taleo Recruiting and Taleo Onboarding (Transitions) Standard Fields and User-defined Fields User-defined Selections User-defined Fields and Selections - Other Configuration Tasks Electronic Signatures

6 Images

Working with Images Adding an Image to the Images Library Deleting an Image from the Images Library

7 Forms

User-defined Form Creating User-defined Forms User-defined Forms - Other Configuration Tasks Links in User-defined Forms OVI Partner Fields in User-defined Forms History Tracking in User-defined Forms Candidate/Employee Details Form in the Onboarding (Transitions) Center I-9 Form

8 Message Templates

Message Templates Onboarding (Transitions) Message Template - Key Concepts Creating Message Templates for Onboarding (Transitions) Message Templates for Onboarding (Transitions) - Other Configuration Tasks Security Message Templates Email Addresses Used for Correspondence Tasks

9 Documents

Document Paragraph Creating a Text Document Documents - Other Configuration Tasks PDF Documents

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Oracle Taleo Enterprise

Onboarding (Transitions) Configuration Guide

10 Content Pages

Content Page PDF Documents in Content Pages Security Alert when Opening PDF Files from Content Pages Content Pages That Target a Candidate or Employee Creating and Configuring a Content Page Content Page - Other Configuration Tasks

11 Onboarding (Transitions) and Learn

Onboarding (Transitions) and Learn Pairing Up Learn with SmartOrg Preparing Learn to Be Visited Configuring the Onboarding (Transitions) Form to Visit Learn Completing the Learn Task

12 External Services

External Services Configuring External Services Variables to Display External Service Results Troubleshooting External Services Disabling an External Service External Services and Multiple Participants External Service Request Tasks and Results in the Onboarding (Transitions) Center OVI Partner Invitation Task Marking Candidates as Ready to be Exported

13 Tasks

Tasks Functional Roles and Tasks Creating a Task

14 Processes

Key Concepts Building a Process Processes - Other Configuration Tasks

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Oracle Taleo Enterprise

Onboarding (Transitions) Configuration Guide

Processes in the Recruiting Center and Onboarding (Transitions) Center Mentors for New Hires

15 E-Offer Process

Advanced Electronic Offer Launching the Advanced E-Offer Process Responding to the Advanced Electronic Offer Receiving the Candidate's Response to the Offer Updating the Offer Once the Advanced E-Offer Process is Running Monitoring the Advanced E-Offer Process Starting and Canceling the Advanced E-Offer Process with the Recruiting Center and Taleo Connect Things to Consider when Configuring the Advanced Electronic Offer Configuring the Advanced Electronic Offer Viewing E-Offer Letter PDF with the Advanced E-Offer Process Exporting E-Offer Letter PDFs using Taleo Connect

16 Taleo Connect

Taleo Connect and Taleo Onboarding (Transitions) Templates for Exporting Onboarding (Transitions) Data Via Taleo Connect

17 Synchronization of Onboarding (Transitions) With Onboarding

Onboarding (Transitions) Synchronization User-defined Fields - Synchronization User-defined Selections - Synchronization E-Signatures - Synchronization Images - Synchronization Documents and Paragraphs - Synchronization PDF-type Documents - Synchronization Forms - Synchronization Message Templates - Synchronization Tasks - Synchronization Processes - Synchronization Tasks Performed by Onboarding (Transitions) Administrators

18 Product Resource Administration

Resource Administration

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Oracle Taleo Enterprise

Onboarding (Transitions) Configuration Guide

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Oracle Taleo Enterprise

Onboarding (Transitions) Configuration Guide

Preface

This preface introduces information sources that can help you use the application and this guide.

Preface

Oracle Applications Guides

To find guides for Oracle Applications, go to the Oracle Help Center at .

Documentation Accessibility

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