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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


other intellectual property laws. You may copy and print this document solely for your
own use in an Oracle training course. The document may not be modified or altered
in any way. Except where your use constitutes "fair use" under copyright law, you
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The information contained in this document is subject to change without notice. If you
find any problems in the document, please report them in writing to: Oracle University,
500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.

This training manual may include references to materials, offerings, or products that
were previously offered by Taleo Corporation. Certain materials, offerings, services,
or products may no longer be offered or provided. Oracle and its affiliates cannot be
held responsible for any such references should they appear in the text provided.

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the documentation on behalf of the United States Government, the following notice is
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names may be trademarks of their respective owners.
Taleo-SA100

Taleo (TEE): Introduction to Configuration


((12C))

Taleo –SA100

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

Classroom Introductions

Your name


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Virtual Introductions

Click the pointer, Click the text Click the pen, Erase your work
click board tool, type text, draw on board
click away

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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

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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

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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.

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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

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1
Configuration Overview

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Lesson Goals

• Log in to Configuration

• Navigate Central and Specific Configuration Menus

• Locate General Configuration Settings

• Configure
g the Welcome Center

• Configure Release Notes

• Access Customer Support

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Administrator Access

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Administrator Access

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Configuration Menu

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Taleo Configuration Settings

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General Configuration Settings

Security Levels:
Private - visible and
modified by Taleo
Protected - visible
by customer,
modifiable by Taleo
Public - visible and
modifiable by
customer

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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

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Release Notes

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Welcome Center

Private Configuration Setting - Display Welcome Center

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Welcome Center Content

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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

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Oracle Customer Support Portal

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Taleo Knowledge Exchange

http://knowledgeexchange.taleo.com/login.jspa

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Taleo Knowledge Exchange

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What's Next?

1. Instructor Demonstration

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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

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What's Next?

1. Your turn!
• Follow the Click by Click instructions

• 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?

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Summary

• Apply It Questions

• Log in to Configuration

• Navigate Central and Specific Configuration Menus

• Locate General Configuration Settings

• Configure the Welcome Center

• Configure Release Notes

• Access Customer Support ? ?


?

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2
Organizational Management

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Lesson Goals

• Define Organizations, Locations, and Job Fields

• Access SmartOrg Administration

• Work with:
– Organization Data

– Location Data

– Job Field Data

• Modify Operation Mode

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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

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Examples of Contextualization

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OLF Parent-Child Relationships


Organizations Locations Job Fields
Countries
Companies Categories

States

Divisions Functions
Regions

Sub-Division Cities Specialties

Work Locations

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Accessing SmartOrg Administration

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Operation Mode

Three Modes
• Production

• Maintenance

• Implementation

User Type Permission - Configuration Domain - Foundation Data Sub-Domain


Manage Application Mode and Manage Foundation Data permissions

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What's Next?

1. Instructor Demonstration
2. Your turn!
• Follow the Click by Click instructions
• Answer the Apply It questions
3. Explore More Activities, if time permits
4. Questions?

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Summary

• Apply It Questions

• Define Organizations, Locations, and Job Fields

• Access SmartOrg Administration

• Work with
– Organization Data

– Location Data

– Job Field Data


? ?
• Modify Operation Mode
?

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Break - 10 min

Please use the green check mark to let me know that you
have returned from the break.

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3
User Management

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Lesson Goals

• Define User Types

• Define Functional Domains

• Assign User Permissions

• Create User Accounts

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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

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User Types

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Editing Permissions

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User Accounts

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User Accounts

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What's Next?

1. Instructor Demonstration
2. Your turn!
• Follow the Click by Click instructions
• Answer the Apply It questions
3. Complete the Explore More Activities, if time permits
4. Questions?

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Summary

• Apply It Questions

• Discuss User Types

• Define Functional Domains

• Assign
g User Permissions

• Create User Accounts

? ?
?

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4
Group Management

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Lesson Goals

• Describe Groups

• Create Groups

• Add Users to Groups

• Set Personal Coverage


g Area

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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

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Creating a User Group

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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

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Personal Coverage Area


Jobs "I Own" (my store) Jobs in "My Coverage Area"
Region/City (other stores)

View non-
management
jobs only

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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

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What's Next?

1. Instructor Demonstration
2. Your turn!
• Follow the Click by Click instructions
• Answer the Apply It questions
3. Complete the Explore More Activities, if time permits
4. Questions?

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Summary

• Apply It Questions

• Describe Groups

• Create Groups

• Add Users to Groups


p

• Set Personal Coverage Area

? ?
?

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5
Central Configuration - Security

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Lesson Goals

• Identify User Account and Password Security Settings

• Locate Security-Related Message Templates

• Define Legal Agreements

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Security

• Accessed from Central Configuration

• Define
– Security Policies

– Security Message Templates

– Legal Agreements

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Sign In and User Account Security

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Password Settings

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Security Message Templates

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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

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Legal Agreements Set Up

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What's Next?

1. Instructor Demonstration
2. Your turn!
• Follow the Click by Click instructions
• Answer the Apply It questions
3. Complete the Explore More Activities, if time permits
4. Questions?

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Summary

• Apply It Questions

• Identify User Account and Password Security Settings

• Locate Security-Related Message Templates

• Define Legal Agreements

? ?
?

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Course Summary

• Navigate Central and Specific Configuration Menus


• Access Taleo Customer Support Portal
• Modify Operation Mode
• Work with Organizations, Locations, and Job Elements
• Create and Modify User Types
• Create Users and Groups
• Identify Security Settings
• Set User Passwords Options

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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

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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

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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)

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Don't Forget to Leave Feedback…

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THANK YOU!

Any final questions can be typed into the WebEx Q&A panel
and answers will be returned to you via email.

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