Taleo: Basics, Integration and Beyond March 26, 2015

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1 Taleo: Basics, Integration and Beyond March 26, 2015

2 Webinar Etiquette Phones are on mute Presentation minutes Q&A 10 minutes Use chat to ask questions or for technical assistance from the moderator Don t wait, ask right away so you don t forget! Polling questions along the way

3 Agenda Why are you here today? Presenter Backgrounds Overview of Today s Presentation Taleo Recruitment (Organization, Requisitions, Candidates, Employees, Users, Positions) Onboarding (Onboard, Offboarding, Activities, Bundles) Custom Integrations EiS has completed and future integration projects Q&A 3

4 Presenters Austin Reason - Director of Professional Services Suresh Pallapothu - Lead Solutions Engineer Sreevalli Mellacheruvu - Solutions Engineer

5 Taleo Business Edition Learn Recruitment Compensation Onboarding / Offboarding Performance Management

6 Before you Start.. Have you Identified Staff for: Business Process Reviews Functional Setups Technical Integrations and Data Upload Methodology and Approach Phase Approach or Full Implementation Management Buy In Set Timeline & Expectations

7 Organization Setup in Taleo Company Profile Address, Phone, Website, Time Zone System and Settings Default Senders we use: Rejection Letter Settings Interview Settings User Interface Settings Oracle Tap (Pin required for security) Taleo Mobile Enable Application Integration Fields (JDE, Fusion HCM, EBS, PeopleSoft, Netsuite) Language Codes many to choose from Security Level Select Security Levels (Low, Med, High, Custom) Assign Security Manager Access Control Restrict access by IP

8 Organization Setup in Taleo Single Sign On Region, Location, Division, and Department (Spend some time here defining Locations, Divisions, Departments) Regions (if you have multiple locations) Locations (If you have more than one location you recruit jobs for. Requisitions pull form Locations in Organization) Divisions (have good definition of Divisions, helps when you start setting up Employees and Users) Departments (spend time here, define for Employees and Users)

9 Tip - Quick Search Enablement

10 Quick Search

11 Position Control Set up Positions early in the Implementation Import do test before bringing all in by wizard Position Profile Library Positions that have multiple openings Developers, Consultants, salespeople, etc. *Must have Location setup to Add Positions ** Link to Position to Department, must have your Departments setup too

12 Employees in Taleo Set up Employees early in the Implementation Start from the Top down. CEO, CIO, Set up Management Positions Import Employees: Do test before bringing all in by wizard Org Chart Position information Compensation EEO Info Tracking Hire and Start Date

13 Users Assign Views for Users - Customization Assign Page Layout Views Assign List Views Assign Org Chart Views Assign Application Views Assign Assess Control Assign Mobile Access Roles Administrator no customization HR Administrator no customization Hiring Manager no customization Recruiter no customization Passive User no customization Agency we customized Agency views

14 Recruitment - Candidates We spent some time here to customize the data fields More Candidate Information needed- Contractors Hourly Pay, Work Schedule, Notice Needed, Availability to start, etc. We added a Skills Matrix area (Oracle Apps, Technical, Functional, %, Primary and Secondary Skills (this section is searchable, helps find resources quickly that have been identified as experts)

15 Recruitment - Requisitions Minor Customizations Location was our biggest hurdle for contract positions. We have created 2 workarounds: 1. other then can fill in a text box, but other is not searchable on the web. 2. Add location as Client Location / Atlanta in Locations in Organization. Candidate can see it s our client location and not our Company location. LinkedIn Integration Posts to Users LinkedIn as an update Can post to Users Groups on LinkedIn Can send to Users LinkedIn Connections individually you will see more on this soon in the presentation from the EiS Technical Team Job Postings Careers Website Employee Website (Taleo refers as EWS) equest / Job Target EiS is currently using equest, adding Job Target

16 equest Job Posting

17 Taleo equest Job Posting

18 Onboard / Offboard Activity Packets Bundles New Hire Bundle to Employee W4 I9 / everify / New Hire Form Insurance Form Life Insurance Form 401k Packet Background Check Form soon to be integrated with Talentwise or Hirerite Non-Compete Agreement Non-Disclosure Agreement New Hire Handbook Bundle to Internal EiS Team Notification of New Hire start date to Manager Notification to DBA to crate and Sign-On Notification to Administrator to create login to Software applications new hire will use Notification to HR Manager to Create Key and Badge Notification to purchase computer and have it set up Notification to purchase cell phone and add to company plan Offboarding Tracks when employee leaves gather equipment, transfer user and rights

19 Add-on Modules in Taleo These modules are purchases at additional costs from Oracle Perform Compensation Learn

20 Taleo Mobile Use Oracle TAP on your iphone or Android Taleo Mobile has very limited capabilities Hiring Process only so far - Requisitions only Sign in to other Oracle Cloud Apps (SSO)

21 Taleo Mobile

22 Taleo Mobile

23 Enterprise Information exchange Departmental users enjoy the ease of deploying or subscribing to a cloud software/ or buying new CRM/HR on premise application But Corporate users must establish an authoritative system of record that encompasses all customers.

24 Taleo TBE - REST APIs Taleo Business Edition offers APIs via REpresentational State Transfer Framework o REST is an architectural style o Internet aligned o Fits in limited client capabilities (JavaScript) o Representational conversations o Interoperable

25 Taleo - Sample REST call REST client can be Java/JavaScript PHP CURL, SHELL C# and many more Step1 Authenticate and get token

26 Taleo - Sample REST call (contd..) REST client can be Java/JavaScript PHP CURL, SHELL C# and many more Step2 Search and get data

27 Taleo - Data Inbound/Outbound Data Inbound All configured Standard/Custom fields REST client can be Java/JavaScript PHP CURL, SHELL C# and many more Data Outbound Only fields exposed with external names Display Masks/Encrypted fields Restricted Access with Confidential Data Access User Security Level

28 Taleo - Custom Integrations Legacy ATS to Taleo data migrations Configurations and layout adjustments Field Mappings Mass Data Migration P2P (Point to Point) data integrations Missing metadata Data relationships Tailor made integration to meet the business needs Ex: Share the new hires between Taleo and ERP Application Share updates via social media Increase the reach, branding and marketing

29 Taleo - Custom Integrations (contd..) ATS Initial Data Migration Integration Platform Embedded Plugins On-Premise Applications SaaS Applications Social Media

30 Taleo - P2P Integration Overview Via REST APIs Integration Platform Establish foundation data Download full/delta changes Parse Taleo data relationships Data cleanse Value mappings Convert to target data format Transfer data Success/Error - Acknowledge Scheduling/On-Demand Delivery Purge downloaded data Target System

31 Taleo + Linked Inbuilt Integrations Linkedin profile preview Linkedin profile upload Extend reach with more integration points Share a new job Congratulate your new hire Linkedin Share API

32 Taleo - Linked Integration

33 Linked / Twitter Integration

34 Questions???

35 EiS Overview Founded in 2001 Privately owned Oracle Platinum Partner and ISV International presence US, UK and India Distribution partners globally Resources Atlanta with over 60 Hyderabad with over 80 Global customers exceeding 120 Partnerships Oracle, Deloitte etc.

36 EiS Customers

37 Contact Details Austin Reason - Suresh Pallapothu - Sreevalli Mellacheruvu - To learn more about upcoming EiS Webinars, please visit

38 Thank you

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