TALEO-SA100 Student Presentation

Oracle Internal & Oracle Academy Use Only
Taleo (TEE): Introduction to

Configuration
Additional Material
(Taleo–SA100 - 12C)
D77574GC30
Edition 3.0
February 2013
Author Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Brian Mannor Disclaimer
This document contains proprietary information and is protected by copyright and

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This training manual may include references to materials, offerings, or products that
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Taleo-SA100
Taleo (TEE): Introduction to Configuration

((12C))
Taleo –SA100

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Classroom Introductions
Your name
…
…
…
1-2 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Virtual Introductions
Click the pointer, Click the text Click the pen, Erase your work
click board tool, type text, draw on board
click away
Confidential: For distribution to authorized Training Participants

1
Taleo-SA100
Course Goals
• Navigate Central and Specific Configuration Menus

• Access Customer Support Portal
• Modify Operation Mode
• Work with Organizations, Locations, and Job Elements
• Create
C ea e a
and
d Modify
od y Use
User Types
ypes
• Create Users and Groups
• Identify Security Settings
• Set User Passwords Options

Class Structure
1. PowerPoint Presentation
2. Instructor Demonstration
3. Your turn!
• Follow the Click by Click instructions
• Answer the Apply It Questions
4. If th
4 l t any Explore
there iis titime, complete E l M
More Activities
A ti iti
5. Lesson Wrap Up, Q&A
Guidelines for Training
No Emailing Please
• Except on breaks/at lunch
Cell Phones/Mobile Devices

• Turn off or set to vibrate
Learning Styles
• Everyone learns at a different pace…and has individual
approaches for learning.

2
Taleo-SA100
Optimal Training Experience
Please color inside the lines!

• Follow the exercise steps as written
– This helps us troubleshoot if anyone gets lost…and
it helps us keep the data clean!
• Please don't blaze your own trail as each lesson

builds on the previous one

1
Configuration Overview
Lesson Goals
• Log in to Configuration
• Locate General Configuration Settings
• Configure
g the Welcome Center
• Configure Release Notes
• Access Customer Support

3
Taleo-SA100
Administrator Access

1 - 10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Administrator Access
Configuration Menu

4
Taleo-SA100
Taleo Configuration Settings

General Configuration Settings
Security Levels:
Private - visible and
modified by Taleo
Protected - visible
by customer,
modifiable by Taleo
Public - visible and
modifiable by
customer
Color Themes and Logo
Set color and logo for all Taleo applications

• Except Career Section
General Configuration > Settings > Organization Logo
• Logo - JPEG, PNG, or GIF format; 280 X 40 pixels
General Configuration > Settings > Default Theme
• Recruiting - Taleo default
Aqua Ice Silver Sand

5
Taleo-SA100
Release Notes

Welcome Center
Private Configuration Setting - Display Welcome Center
Welcome Center Content

6
Taleo-SA100
Accessing Customer Support Portal
Access from Resources, using the Menu bar in the upper left corner
• Search past Incidents
• Submit an Incident to Technical Support

– Access 24/7/365

Oracle Customer Support Portal
Taleo Knowledge Exchange
http://knowledgeexchange.taleo.com/login.jspa

7
Taleo-SA100
Taleo Knowledge Exchange

What's Next?
User ID & Passwords

http://educonfig.taleo.net
Name User Login Password
train1 candy678
train2 candy678
train3 candy678
train4 candy678
train5
i 5 candy678
d 678
train6 candy678
train7 candy678
train8 candy678
train9 candy678
train10 candy678
train11 candy678
train12 candy678

8
Taleo-SA100
What's Next?
1. Your turn!
• Answer the Apply It questions

2. Use the Green Check Mark to let the instructor know you
are finished
3. If time permits, complete the Explore More Activities
4. Questions?

Summary
• Apply It Questions
• Log in to Configuration
• Locate General Configuration Settings
• Configure the Welcome Center
• Configure Release Notes
• Access Customer Support ? ?

?
2
Organizational Management

9
Taleo-SA100
Lesson Goals
• Define Organizations, Locations, and Job Fields
• Access SmartOrg Administration
• Work with:
– Organization Data
– Location Data
– Job Field Data

Organizations, Locations and Job Fields
• Commonly referred to as OLF
• Data structure for how information is organized
• Applying OLF to an application element referred to as

Contextualization
– Represents framework applications use to organize, classify,
link, match or search for information in application
– Makes elements relevant to a specific context
• Imposes order on and provides control over types of

information
Examples of Contextualization

10
Taleo-SA100
OLF Parent-Child Relationships

Organizations Locations Job Fields
Countries
Companies Categories
States
Divisions Functions
Regions
Sub-Division Cities Specialties
Work Locations

Accessing SmartOrg Administration
Operation Mode
Three Modes
• Production
• Maintenance
• Implementation
User Type Permission - Configuration Domain - Foundation Data Sub-Domain

Manage Application Mode and Manage Foundation Data permissions

11
Taleo-SA100
What's Next?
2. Your turn!
3. Explore More Activities, if time permits
4. Questions?

Summary
• Define Organizations, Locations, and Job Fields
• Access SmartOrg Administration
• Work with
– Organization Data
– Location Data
– Job Field Data

? ?
?
Break - 10 min
Please use the green check mark to let me know that you
have returned from the break.

12
Taleo-SA100
3
User Management

Lesson Goals
• Define User Types
• Define Functional Domains
• Assign User Permissions
• Create User Accounts
User Types
Configure to provide users with correct Product Access and Permissions

Unified User Types
• Work the same for Recruiting, Onboarding, Performance and
Configuration
• Granted through Domains and Sub-Domains
Users can have multiple User Types
Examples of User Types
• Recruiter 1, 2, or 3
• Performance Employee
• System Administrator

13
Taleo-SA100
User Types

Editing Permissions
User Accounts

14
Taleo-SA100
User Accounts

What's Next?
2. Your turn!
3. Complete the Explore More Activities, if time permits
4. Questions?
Summary
• Discuss User Types
• Define Functional Domains
• Assign
g User Permissions
• Create User Accounts
? ?
?

15
Taleo-SA100
4
Group Management

Lesson Goals
• Describe Groups
• Create Groups
• Add Users to Groups
• Set Personal Coverage

g Area
User Groups
• A collection of users who need to access same information

– And/or users need to be restricted from access
• Can be subsets or supersets of departments
• Unified across Products
• Not mandated when creating users

– For Recruiting users, need to associate users to a Group

16
Taleo-SA100
Creating a User Group

Candidate Pool Segmentation
• Access to see candidates in the database restricted by:

– OLF of the User Group
– Requisition Type access of the User Type
• Secure candidates for dedicated recruiters
• Adhere to corporate standards and SOX
• Adhere to company data privacy regulations
• Local retail store candidate pooling
Personal Coverage Area

Jobs "I Own" (my store) Jobs in "My Coverage Area"
Region/City (other stores)
View non-
management
jobs only

17
Taleo-SA100
Personal Coverage Area
A Personal Coverage Area

• is in addition to any group a user belongs to
• does not change behavior of Groups - users can inherit
permissions from both
Example:
• An assistant manager working at store #1000 who also
helps out in store #1020
• Has permission to see all reqs in those stores except reqs
for other managers

What's Next?
2. Your turn!
4. Questions?
Summary
• Describe Groups
• Create Groups
• Add Users to Groups

p
• Set Personal Coverage Area
? ?
?

18
Taleo-SA100
5
Central Configuration - Security

Lesson Goals
• Identify User Account and Password Security Settings
• Locate Security-Related Message Templates
• Define Legal Agreements
Security
• Accessed from Central Configuration
• Define
– Security Policies
– Security Message Templates
– Legal Agreements

19
Taleo-SA100
Sign In and User Account Security

Password Settings
Security Message Templates

20
Taleo-SA100
Legal Agreements
• Disclaimer text displayed to users prior to accessing a

Taleo solution
– Displays before signing in
– Users click 'I Agree' to continue
– Does not include Career Section

• Often used by government or private-industry
organizations

Legal Agreements Set Up
What's Next?
2. Your turn!
4. Questions?

21
Taleo-SA100
Summary
• Identify User Account and Password Security Settings
• Locate Security-Related Message Templates
• Define Legal Agreements
? ?
?

Course Summary

• Access Taleo Customer Support Portal
• Work with Organizations, Locations, and Job Elements
• Create and Modify User Types
• Create Users and Groups
• Identify Security Settings
• Set User Passwords Options
For More Information & Training

Oracle University related courses:
• Register: http://education.oracle.com/education/taleo
• REC-SA101 Taleo (TEE): Essentials of Recruiting Configuration
• TP-SA201 Taleo (TEE): Performance System Administration
• OB-SA101 Taleo (TEE): Onboarding Administration
• REC-CS101 Taleo (TEE): Building Career Sections for System
Administrators
Reference Material:
• Recorded Webcasts
• Technical Requirements
• Detailed Product Documentation
Contact your Client Executive to discuss additional training and
consulting services

22
Taleo-SA100
Taleo Library Card Program
• A cost-effective pass to all Taleo eLearning
• Students use self-study method to view any topic on their

own schedule
• Subscription good for one year
• Two ways to enroll:

– Online at http://education.oracle.com/education/taleo
– Contact your Client Executive

Training On Demand Self-Study Library –

Sample TEE/Learn Topics
• Getting Started with Taleo Recruiting
• Advanced Search Made Easy
• Getting Started with Taleo Configuration
• Managing Users in Taleo Configuration
• Getting Started with Taleo Performance for End Users
• Getting Started with Reporting and Analytics
• Learn Center Overview
• Learn Insight Reporting (Phase I)
Don't Forget to Leave Feedback…

23
Taleo-SA100
THANK YOU!
Any final questions can be typed into the WebEx Q&A panel
and answers will be returned to you via email.


24

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Oracle Internal & Oracle Academy Use Only

Taleo (TEE): Introduction to

Brian Mannor Disclaimer

This document contains proprietary information and is protected by copyright and

Oracle Internal & Oracle Academy Use Only

If this documentation is delivered to the United States Government or anyone using

U.S. GOVERNMENT RIGHTS

Taleo (TEE): Introduction to Configuration

Oracle Internal & Oracle Academy Use Only

Confidential: For distribution to authorized Training Participants

• Navigate Central and Specific Configuration Menus

Oracle Internal & Oracle Academy Use Only

Guidelines for Training

Cell Phones/Mobile Devices

Confidential: For distribution to authorized Training Participants

Optimal Training Experience

Please color inside the lines!

• Please don't blaze your own trail as each lesson

Oracle Internal & Oracle Academy Use Only

Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

• Navigate Central and Specific Configuration Menus

• Locate General Configuration Settings

• Configure Release Notes

• Access Customer Support

Confidential: For distribution to authorized Training Participants

Oracle Internal & Oracle Academy Use Only

1 - 11 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

1 - 12 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Confidential: For distribution to authorized Training Participants

Taleo Configuration Settings

Oracle Internal & Oracle Academy Use Only

General Configuration Settings

1 - 14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Color Themes and Logo

Set color and logo for all Taleo applications

Aqua Ice Silver Sand

1 - 15 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Confidential: For distribution to authorized Training Participants

Oracle Internal & Oracle Academy Use Only

Private Configuration Setting - Display Welcome Center

1 - 17 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Welcome Center Content

1 - 19 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Confidential: For distribution to authorized Training Participants

Accessing Customer Support Portal

• Search past Incidents

• Submit an Incident to Technical Support

Oracle Internal & Oracle Academy Use Only

Oracle Customer Support Portal

1 - 21 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Taleo Knowledge Exchange

1 - 22 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Confidential: For distribution to authorized Training Participants

Taleo Knowledge Exchange

Oracle Internal & Oracle Academy Use Only

1 - 24 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

User ID & Passwords

1 - 26 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.

Confidential: For distribution to authorized Training Participants

• Answer the Apply It questions

Oracle Internal & Oracle Academy Use Only

• Navigate Central and Specific Configuration Menus

• Locate General Configuration Settings

• Configure the Welcome Center