PeopleSoft HCM 9.2: Talent Acquisition Manager

966 Pages·2015·10.52 MB·English

PeopleSoft HCM 9.2: Talent
Acquisition Manager
October 2015
PeopleSoft HCM 9.2: Talent Acquisition Manager
CDSKU hcm92pbr7_r02_PUM14
Copyright © 1988, 2015, Oracle and/or its affiliates. All rights reserved.
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Contents
Preface........................................................................................................................................................xxi
Understanding the PeopleSoft Online Help and PeopleBooks...........................................................xxi
PeopleSoft Hosted Online Help....................................................................................................xxi
Locally Installed Help...................................................................................................................xxi
Downloadable PeopleBook PDF Files..........................................................................................xxi
Common Help Documentation....................................................................................................xxii
Field and Control Definitions......................................................................................................xxii
Typographical Conventions..........................................................................................................xxii
ISO Country and Currency Codes..............................................................................................xxiii
Region and Industry Identifiers..................................................................................................xxiii
Translations and Embedded Help...............................................................................................xxiv
Using and Managing the PeopleSoft Online Help............................................................................xxiv
Related Links for PeopleSoft HCM..................................................................................................xxiv
Contact Us..........................................................................................................................................xxiv
Follow Us............................................................................................................................................xxv
Chapter 1: Getting Started with Talent Acquisition Manager.............................................................27
Talent Acquisition Manager Overview.................................................................................................27
Talent Acquisition Manager Integrations.............................................................................................30
Talent Acquisition Manager Implementation.......................................................................................30
Chapter 2: Defining System-Wide Settings for Recruiting...................................................................33
Understanding Foundation Data for Recruiting...................................................................................33
The HCM Installation Table..........................................................................................................33
HCM Foundation Tables................................................................................................................33
Human Resources Profile Data......................................................................................................34
PeopleSoft HCM Common Frameworks.......................................................................................34
Optional Human Resource Definitions..........................................................................................34
Setting Up Recruiting Installation Settings..........................................................................................35
Pages Used to Set Up Talent Acquisition Manager Implementation Defaults...............................35
Recruiting Installation - General Page...........................................................................................36
Recruiting Installation - Jobs Page................................................................................................41
Recruiting Installation - Applicants Page......................................................................................44
Online Job Offers - Select Regulatory Regions Page....................................................................49
Recruiting Installation - Last Assigned IDs Page..........................................................................51
Chapter 3: Setting Up Profile Integration..............................................................................................55
Understanding Profile Architecture......................................................................................................55
Choosing the Primary Person Profile Type for Recruiting..................................................................56
Page Used to Set Up the Primary Person Profile for Recruiting...................................................56
Understanding the Primary Person Profile Types..........................................................................56
Assign Profile Type Defaults Page................................................................................................57
Configuring Profiles for Recruiting......................................................................................................57
Page Used to Configure Profiles for Recruiting Use.....................................................................58
Understanding Content Type Configuration for Recruiting...........................................................58
Content Section Configuration – <Content Type> Page..............................................................58
Setting Up Profile Integration for Job Openings.................................................................................61
Pages Used to Set Up Profile Integration for Job Openings.........................................................62
Understanding Setup for Profile Integration for Job Openings.....................................................62
Chapter 4: Setting Up Recruiting Statuses.............................................................................................63
Copyright © 1988, 2015, Oracle and/or its affiliates. All rights reserved. v
Contents
Understanding Recruiting Statuses.......................................................................................................63
Recruiting Status Areas..................................................................................................................63
Recruiting Status Setup..................................................................................................................65
Understanding the Delivered Status Configuration..............................................................................68
Delivered Dispositions By Phase...................................................................................................68
Delivered Status Codes for Other Status Areas.............................................................................69
Delivered Status Change Effects....................................................................................................71
Non-Configurable Status Processing..............................................................................................80
Setting Up Recruiting Statuses.............................................................................................................82
Pages Used to Set Up Recruiting Statuses....................................................................................82
Statuses and Reasons Page.............................................................................................................83
Status Area Page............................................................................................................................86
Status Successors Page...................................................................................................................88
Effects of Status Change Page.......................................................................................................90
Chapter 5: Setting Up Screening Processes............................................................................................93
Understanding Screening Setup............................................................................................................93
Screening Criteria...........................................................................................................................93
Processing Rules.............................................................................................................................95
Setting Up Screening Questions...........................................................................................................96
Pages Used to Set Up Questionnaires...........................................................................................97
Understanding Screening Question Setup......................................................................................97
Answer Definition Page.................................................................................................................99
Question Definition Page.............................................................................................................100
Question Set Definition Page.......................................................................................................102
Question Answers Page................................................................................................................104
Making Content Types Available for Screening................................................................................105
Page Used to Configure Content Types for Screening................................................................105
Content Section Configuration - <Content Type> Page..............................................................105
Setting Up Screening Level Definitions.............................................................................................107
Page Used to Set Up Screening Level Definitions......................................................................107
Understanding Screening Levels..................................................................................................107
Understanding Prescreening and Online Screening.....................................................................110
Screening Definition Page............................................................................................................112
(USF) Setting Up Preference Programs.............................................................................................116
Pages Used to Set Up U.S. Federal Screening Processes............................................................116
Understanding Priority Placement Processing.............................................................................116
Understanding Veterans Preference Codes..................................................................................118
(USF) Priority Placement Page....................................................................................................119
(USF) Setup Veterans Preference Page........................................................................................120
Chapter 6: Setting Up Recruiting Roles and Security.........................................................................123
Understanding Row-Level Security for Recruiting............................................................................123
Access to Job Opening Data........................................................................................................123
Access to Applicant Data.............................................................................................................124
Understanding Recruiting Role Types................................................................................................124
Assigning PeopleTools Roles to Recruiting Role Types....................................................................125
Page Used to Assign PeopleTools Roles to Recruiting Role Types............................................126
Recruiting Roles Page..................................................................................................................126
Chapter 7: Setting Up Additional Recruiting Definitions...................................................................129
Setting Up Recruiting Locations........................................................................................................129
Page Used to Set Up Recruiting Locations.................................................................................129
Understanding Recruiting Locations............................................................................................129
vi Copyright © 1988, 2015, Oracle and/or its affiliates. All rights reserved.
Contents
Recruiting Locations Page...........................................................................................................130
Setting Up the Job Posting Description Library................................................................................131
Pages Used to Set Up the Job Posting Description Library........................................................131
Understanding the Job Posting Description Library....................................................................131
Posting Description Type Page....................................................................................................131
Posting Description Library Page................................................................................................132
Setting Up Application Attachments..................................................................................................133
Page Used to Set Up Application Attachment Types..................................................................134
Understanding URL Definitions for Application Attachments....................................................134
Understanding Attachment Types................................................................................................134
Attachment Type Setup Page.......................................................................................................136
Setting Up Contact Methods..............................................................................................................139
Page Used to Set Up Contact Methods.......................................................................................139
Contact Methods Page..................................................................................................................139
Setting Up Interview Definitions........................................................................................................140
Pages Used to Set Up Interview Definitions...............................................................................140
Understanding Interview Definitions...........................................................................................140
Interview Types Page...................................................................................................................140
Interview Evaluation Category Page............................................................................................141
Interview Evaluation Ratings Page..............................................................................................142
Setting Up Job Offer Components.....................................................................................................142
Pages Used to Set Up Job Offers................................................................................................142
Understanding Job Offer Setup....................................................................................................142
Offer Component Type Page........................................................................................................144
Offer Component Page.................................................................................................................144
Setting Up Online Job Offer Attachments.........................................................................................145
Pages Used to Set Up Online Job Offer Attachments.................................................................145
Understanding Online Job Offer Attachments.............................................................................146
Job Offer Attachment Setup Page................................................................................................148
Setting Up the Data Transfer to HR...................................................................................................149
Page Used to Set Up the Data Transfer to HR............................................................................149
Manage Hire Setup Page..............................................................................................................150
Chapter 8: Setting Up Flexible Processes..............................................................................................155
Understanding Flexible Processes......................................................................................................155
Setting Up Flexible Job Creation Processes.......................................................................................157
Pages Used to Set Up Job Creation Processes............................................................................157
Understanding the Job Creation Process......................................................................................157
Job Creation Process Page...........................................................................................................160
Configure Field Visibility Page....................................................................................................161
Setting Up Flexible Recruiting Processes..........................................................................................165
Pages Used to Set Up Recruiting Processes................................................................................166
Understanding Flexible Recruiting Processes..............................................................................166
Prerequisites..................................................................................................................................170
Recruiting Process Page...............................................................................................................171
Dispositions and Roles Page........................................................................................................174
Actions and Roles Page...............................................................................................................176
Setting Up Flexible Process Templates and Template Groups...........................................................177
Pages Used to Set Up Flexible Process Templates and Template Groups...................................177
Understanding Flexible Process Templates and Template Groups..............................................178
Flexible Process Template Page...................................................................................................179
Flexible Template Group Page.....................................................................................................181
Copyright © 1988, 2015, Oracle and/or its affiliates. All rights reserved. vii
Contents
Chapter 9: Setting Up Recruiting Templates........................................................................................183
Understanding Recruiting Templates..................................................................................................183
Setting Up Resume Templates............................................................................................................185
Pages Used to Set Up Resume Templates...................................................................................185
Understanding Resume Templates...............................................................................................186
Prerequisites..................................................................................................................................192
Template Definition Page.............................................................................................................192
Template Sections Page................................................................................................................193
(NIR) Country Specific Page.......................................................................................................200
Pre Screening Page.......................................................................................................................201
Answers to Screening Questions Page.........................................................................................204
Setting Up Job Opening Templates....................................................................................................205
Pages Used to Set Up Job Opening Templates............................................................................205
Understanding Job Opening Templates........................................................................................205
Prerequisites..................................................................................................................................209
Job Opening Template Page.........................................................................................................209
Template Structure Page...............................................................................................................210
Setting Up Job Opening Posting Templates.......................................................................................213
Page Used to Set Up Job Opening Posting Templates................................................................213
Understanding Job Opening Posting Templates..........................................................................213
Prerequisites..................................................................................................................................213
Posting Template Page.................................................................................................................213
Setting Up Screening Templates.........................................................................................................215
Page Used To Set Up Screening Templates.................................................................................215
Understanding Screening Templates............................................................................................215
Prerequisite....................................................................................................................................215
Screening Template Page.............................................................................................................216
Setting Up Interview Evaluation Templates.......................................................................................220
Pages Used to Set Up Interview Evaluation Templates...............................................................220
Understanding Interview Evaluation Templates..........................................................................221
Prerequisites..................................................................................................................................221
Interview Evaluation Template Page...........................................................................................221
Recommendation Reasons Page...................................................................................................224
Setting Up Recruitment Templates.....................................................................................................224
Pages Used to Set Up Recruitment Templates............................................................................225
Understanding Recruitment Templates........................................................................................225
Prerequisites..................................................................................................................................227
Recruitment Template Page..........................................................................................................227
Segmentation Values Page...........................................................................................................229
Chapter 10: Setting Up Third Party Integrations................................................................................231
Understanding Third Party Integrations.............................................................................................231
The Open Integration Framework................................................................................................231
Job Board Setup...........................................................................................................................232
Resume Extractor Setup...............................................................................................................233
Background Screener Setup.........................................................................................................234
Setting Up Recruiting Vendors...........................................................................................................234
Pages Used to Set Up Recruiting Vendors..................................................................................234
Understanding How to Set Up Recruiting Vendors.....................................................................234
Vendor Setup Page.......................................................................................................................235
Pre-Employment Vendor Setup Page...........................................................................................239
Integration Test Page....................................................................................................................239
viii Copyright © 1988, 2015, Oracle and/or its affiliates. All rights reserved.
Contents
Setting Up Autoscreening For Data Received from Vendors............................................................240
Page Used To Set Up Autoscreening For Data Received from Vendors.....................................240
Understanding Autoscreening......................................................................................................240
AutoScreen Setup Page................................................................................................................241
Setting Up Data Mapping...................................................................................................................241
Pages Used to Set Up Data Mapping..........................................................................................241
Understanding Data Mapping......................................................................................................242
Assigned Mapping Setup Page....................................................................................................243
Category Setup Page....................................................................................................................244
Key List Page...............................................................................................................................245
Value List Page.............................................................................................................................247
Unmapped Data Page...................................................................................................................247
Key Data Mapping Page..............................................................................................................248
Value Data Mapping Page............................................................................................................250
Inbound Map Page.......................................................................................................................251
Outbound Map Page.....................................................................................................................251
Setting Up Resume Email Accounts..................................................................................................252
Pages Used to Define Resume Email Accounts..........................................................................252
Understanding Resume Email Accounts......................................................................................253
Email Setup Page.........................................................................................................................254
Email List Page............................................................................................................................256
View Email Message/Attachments Page......................................................................................257
Reviewing the Integration Transaction Log.......................................................................................257
Pages Used to Review the Integration Transaction Log..............................................................257
Integration Log Page....................................................................................................................258
Integration Log Outgoing Msg Page...........................................................................................258
Chapter 11: Setting Up Recruitment Sources.......................................................................................261
Understanding Recruitment Sources...................................................................................................261
Purpose of Recruitment Sources..................................................................................................261
The Four Types of Recruitment Sources.....................................................................................261
Prerequisites..................................................................................................................................263
Setting Up Recruiting Contacts..........................................................................................................264
Page Used to Set Up Recruiting Contacts...................................................................................264
Understanding Recruiting Contacts..............................................................................................264
Contact Setup Page.....................................................................................................................264
Setting Up Recruitment Sources.........................................................................................................266
Pages Used to Set Up Recruitment Sources................................................................................266
Recruitment Sources - Source Setup Page...................................................................................266
Recruitment Sources - Company Page........................................................................................268
Recruitment Sources - Marketing Page.......................................................................................269
Recruitment Sources - Employee Page........................................................................................270
Recruitment Sources - Vendor Page............................................................................................271
Recruitment Sources - Contacts Page..........................................................................................275
Chapter 12: Understanding Approval Delegation in Talent Acquisition Manager...........................277
Talent Acquisition Manager Delegations...........................................................................................277
The Delegation Framework................................................................................................................278
Delegation Terminology...............................................................................................................278
Delegation Options.......................................................................................................................278
Delegation Framework Pages.......................................................................................................279
Delivered Delegation Definitions for Recruiting...............................................................................279
Delivered Workflow Transactions................................................................................................279
Copyright © 1988, 2015, Oracle and/or its affiliates. All rights reserved. ix
Contents
Delivered Permission Lists and Roles for Delegation.................................................................280
Installation Settings......................................................................................................................281
Delivered Delegation Transactions..............................................................................................281
The Delegation Process......................................................................................................................281
Chapter 13: Setting Up Searching and Using Global Search.............................................................283
Understanding Recruiting Search Indexes..........................................................................................283
Recruiting Search Indexes............................................................................................................283
Search Pages and Their Search Objects......................................................................................283
Index Maintenance.......................................................................................................................286
Faceted Searching.........................................................................................................................286
Maximum Number of Search Results..........................................................................................287
Defining Search Index Settings for Recruiting..................................................................................287
Page Used to Define Search Index Settings for Recruiting.........................................................287
Understanding SES Days To Include Vs. Recruiting Date Settings............................................287
Build Search Index Settings Page................................................................................................288
Building Recruiting Search Indexes...................................................................................................290
Deploying and Building Recruiting Search Indexes....................................................................290
Configuring Recruiting Search Facets.........................................................................................291
Understanding Global Search for Recruiting.....................................................................................294
Recruiting and PeopleSoft Global Search....................................................................................294
Search Indexes and Search Categories........................................................................................294
Permission Lists............................................................................................................................295
Global Search for Applicants.......................................................................................................295
Global Search for Job Postings....................................................................................................297
Advanced Searches.......................................................................................................................298
Chapter 14: Using Recruiting Pagelets, Pivot Grids, and the Recruiting Home...............................301
Understanding the Recruiting Home..................................................................................................301
Defining the Content and Layout of the Recruiting Home................................................................302
Pages Used to View and Personalize the Recruiting Home........................................................302
Recruiting Home Page.................................................................................................................303
Personalize Content Page.............................................................................................................304
Personalize Layout Page..............................................................................................................306
Viewing the Recruiting Home Pagelets..............................................................................................307
Recruiting Home Pagelets and Their Personalization Pages.......................................................308
Quick Links Pagelet.....................................................................................................................309
My Alerts Pagelet.........................................................................................................................310
Personalize My Alerts Page.........................................................................................................314
My Job Openings Pagelet............................................................................................................315
Personalize My Job Openings Page.............................................................................................317
My Applicants Pagelet.................................................................................................................318
Personalize My Applicants Page..................................................................................................320
My Applicant Lists Pagelet..........................................................................................................321
Personalize My Applicant Lists Page..........................................................................................321
Today’s Interviews Pagelet...........................................................................................................322
Time to Fill Pagelet......................................................................................................................323
Personalize Time to Fill Page......................................................................................................324
Browse Job Openings Pagelet......................................................................................................324
Browse Applicants Pagelet...........................................................................................................325
Viewing Detail Pages for the My Alerts Pagelet...............................................................................325
Pages Accessed Exclusively from the My Alerts Pagelet...........................................................325
Questionnaire Requests Page.......................................................................................................326
x Copyright © 1988, 2015, Oracle and/or its affiliates. All rights reserved.