PeopleSoft HRMS Portal Pack 9.1 PeopleBook

Using HRMS Portal Pack Pagelets

This chapter lists common elements and discusses how to:

Display portal pagelets.
Personalize pagelets.
View manager pagelets.
View employee pagelets.
View Recruiter Alerts for Talent Acquisition Manager
View additional Talent Acquisition Manager pagelets.

Common Elements Used in This Chapter

Number of Rows (1 to 99)	Enter the number of rows to display on the page.
Days to view in the future	Enter the number of days in the future that the system should use to display upcoming events.
Days to view in the past	Enter the number of days in the past that the system should use to display past events.
Maximum displayed rows	Enter the maximum number of rows that should appear on the page. This only limits the number of rows that appear and does not limit the amount of information that the system retrieves.
More	Click this link to view more information.
	Indicates that an approaching date is within the defined alert limit.
	Click the Customize button to define the number of rows and columns you want to display on a pagelet. Not all pagelets can be personalized.

Displaying Portal Pagelets

You can control the pagelet selection and, optionally the layout, for your users by using the Portal homepage feature in PeopleTools. To make pagelets available for selection and display:

Select PeopleTools, Portal, Structure and Content.
Select the Portal Objects link on the Structure and Content page.
Select the Homepage link.
Select the Tabs link.
Select the Edit link for My Page in the Content References grid.
Access the Tab Content page (select the Tab Content tab).
Use the Tab Content page to select pagelets and define their behavior. Select Required or Req-Fix to make the pagelets always appear on users' home pages. Using Req-Fix also prevents pagelets from being moved on the home page.
Use the Tab Layout page to arrange any required pagelets.

Note. Access to pagelets is also controlled by the standard PeopleTools component security. Even with the pagelet selected using the previous procedure, you cannot see the pagelet as a content choice unless you also have the PeopleTools security to access the component through your role and its permission lists.

See PeopleTools: Portal Technologies PeopleBook, "Administering Portal Homepages and Pagelets."

The next example displays a personalized homepage using PeopleSoft HCM portal pagelets. After defining portal objects in PeopleTools, individual users can click the Content link in the upper left-hand corner to define pagelets for their homepage, and click the Layout link to arrange their homepage elements. The example uses a three-column layout.

By default, portal pagelets display action bars in the upper right-hand corner that, depending on the pagelet properties, enable you to minimize, personalize, or remove the pagelet from the homepage.

See Also

PeopleTools: Portal Technologies PeopleBook, "Administering Portal Homepages and Pagelets"

Personalizing Pagelets

Each individual user can personalize the content for their pagelets by clicking the Customize (pencil) button on the pagelet headers. This section discusses how to:

Personalize the Direct Reports pagelet.
Personalize the Employee Leave Summary pagelet.
Personalize the Manager Leave Summary pagelet.
Personalize the Stock Options pagelet.
Personalize the Employee Performance pagelet.
Personalize the Upcoming Training pagelet.
Personalize the Scheduled Training pagelet.
Personalize the Setup Open Positions pagelet.
Personalize the Time Management Alerts pagelet.
Personalize the Workforce Availability pagelet.
Personalize the Direct Reports Phones pagelet.
Personalize the Recruiter Alerts pagelet.
Personalize the My Job Openings pagelet.

Pages Used to Personalize Pagelets

Page Name	Definition Name	Navigation	Usage
Personalize Alerts	CO_PE_OPR_BIRTH_PG CO_PE_OPR_ANNIV_PG CO_PEOPRLIC_EMP_PG CO_PE_OPREXPLIC_PG	Click the Customize button on the Birthday Alerts pagelet. Click the Customize button on the Anniversary Alerts pagelet. Click the Customize button on the Employee Expiring Licenses pagelet. Click the Customize button on the Manager Expiring Licenses pagelet.	Define default display preferences. You can define the number of days to view in the future and in the past and the maximum number of rows to display on the Birthday Alerts, Anniversary Alerts, Employee Expiring Licenses, and Manager Expiring Licenses pagelet.
Personalize Direct Reports	CO_PE_OPR_DIRPT_PG	Click the Customize button on the Direct Reports pagelet.	Specify the maximum number of rows to display on the Direct Reports pagelet, and specify if you want the business phone, employee ID, job title, or location to also display.
Select Job Title	HR_PE_EMPL_LV_EXT	Click theCustomize button on the Employee Leave Summary pagelet. Click the Customize button on the Manager Leave Summary pagelet.	Specify settings to display on the Manager Leave Summary page and the Employee Leave Summary page.
Personalize Stock Options	ST_PE_OPTION_PREF	Click the Customize button on the Stock Options pagelet.	Specify the display preferences and display fields to display on the Stock Options pagelet.
Employee Performance Alerts Settings	EP_PE_OPR_ALERT	Click the Customize button on the Employee Performance pagelet.	Specify the display preferences, alert levels, and alert days before due date to display on the Employee Performance pagelet.
Personalize Upcoming Training	CO_PE_TRN_MGR_N	Click the Customize button on the Upcoming Training pagelet.	Specify the number of rows to display on the Upcoming Training pagelet, and specify the days to view each item the future.
Personalize Scheduled Training	CO_PE_TRN_MGR_PG	Click the Customize button on the Scheduled Training pagelet.	Specify the number of rows to display on the Scheduled Training pagelet, and specify the days to view each item the future.
Personalize Open Positions	CO_PE_VACPOS_CUST	Click the Customize button on the Open Positions pagelet.	Specify the number of rows to display on the Open Positions pagelet. System administrators define additional default display settings on the Pagelet Administration - Open Positions page. See Defining Default Settings for the Open Positions Pagelet.
Personalize Time Management Alerts	TL_PE_MGR_TMMGT_P	Click the Customize button on the Time Management Alerts pagelet.	Select the alerts to display on the Time Management Alerts pagelet.
Personalize Workforce Availability	TL_PE_MGR_WRKFRC_P	Click the Customize button on the Workforce Availability pagelet.	Select the alerts to display on the Workforce Availability pagelet.
Personalize Phones	CO_PE_OPR_PHN_PG	Click the Customize button on the Direct Reports Phones pagelet.	Specify the number of rows to display on the Direct Reports Phones pagelet, and specify the phone types (business, home, campus, mobile and so on) to display.
Personalize Alerts	HRS_PE_OPR_ALERT	Click the Customize button on the Recruiter Alerts pagelet.	Specify the recruiting items to display on the Recruiter Alerts pagelet.
Personalize My Job Openings	HRS_PE_OPR_JOS	Click the Customize button on the My Job Openings pagelet.	Specify the status and creation time frame of the openings to display on the My Job Openings pagelet, and specify the number of rows and columns to display.
Personalize My Reports	PSRF_PGLT_OPTIONS	Click the Customize button on the My Reports pagelet.	Specify the maximum number of reports within a specified number of days or hours that should display on the My Reports pagelet.

Personalizing the Direct Reports Pagelet

Access the Personalize Direct Reports page (click the Customize button on the Direct Reports pagelet).

Display Additional Information

Values include:

Display Business Phone

Display Employee Id

Display Job Title

Display Location

Personalizing the Employee Leave Summary Pagelet

Access the Select Job Title page (click the Customize button on the Employee Leave Summary pagelet).

Note. This pagelet is similar to the page used to personalize the Manager Leave Summary pagelet.

Personalizing the Manager Leave Summary Pagelet

Access the Select Job Title page (click the Customize button on the Manager Leave Summary pagelet).

View Absences for the last and View Absences for the next

Enter the number of weeks in the past and in advance for which you want to display absence information.

Note. This page is similar to the page used to personalize the Employee Leave Summary pagelet.

Personalizing the Stock Options Pagelet

Access the Personalize Stock Options page (click the Customize button on the Stock Options pagelet).

Display Preferences

Default Company Stock	Select the company for which you want to display stock option information.
Max Number of Displayed Rows (maximum number of displayed rows)	For multiple stock option grants, select the number of rows to appear on the pagelet. If the number of grants exceeds the number of rows, the system automatically displays the More link.
Sort By	Define how the information is sorted. Values are: Grant Date, Grant Number, Grant Price, and Option Type.

Display Fields - Select up to 4

Each check box that you select appears on the pagelet. You can select up to four fields from this list. Selecting Last Vesting Date overrides all of the other display options.

Grant Number	Displays the grant issue number.
Grant Date	Displays the issue date of each grant listed.
Option Type	Displays the type of option for each grant.
Grant Price	Displays the issue price for each grant.
Shares Granted	Displays the number of shares granted for each grant.
Shares Exercisable	Displays the number of shares currently exercisable for each grant listed.
Last Vesting Date	Displays only the last date that options vested and does not display any additional information about the options.

Personalizing the Employee Performance Pagelet

Access the Employee Performance Alerts Settings page (click the Customize button on the Employee Performance pagelet).

Document Type

Select the type of document that you want to appear. You define document types on the Document Types page.

Period End Date >=

Select the end date of the performance period for which documents are to be listed. The system lists documents with the same date or later than the date entered here.

Employees to display

Enter the number of employees to list on the pagelet.

Use Default Settings

Click to reset the values on the page to the values that you defined when you last set up this page. Values are defaulted from product level.

Note. This button does not appear on the Employee Performance Alerts Setup (EP_ALERT_SETUP) page when you are defining the settings . It appears only on the Employee Performance Alerts Setup (EP_PE_OPR_ALERT) page, which is accessed when a user clicks Customize from the Employee Performance pagelet.

Note. Fields that display on this page are defined on the Employee Performance Alerts Setup page and may vary depending on the setup defined there.

Alert Levels to Include

Select the desired alert levels to include on the Employee Performance page.

Alert Days Before Due Date

For each document status type (Acknowledged, Review Held, Available for Review, In Progress, Cancelled andComplete), define the number of days before a document's due date that a critical or standard alert appears.

Defining Document Types

Personalizing the Upcoming Training Pagelet

Access the Personalize Upcoming Training Page (click the Customize button on the Upcoming Training pagelet).

Maximum displayed rows

Enter the number of rows of training information you want to display on the Upcoming Training pagelet.

Days to view in the future

Enter the number of days into the future for which you want to see upcoming training.

Personalizing the Scheduled Training Pagelet

Access the Personalize Scheduled Training page (click the Customize button on the Scheduled Training pagelet).

Maximum displayed rows

Enter the number of rows of training information you want to display on the Scheduled Training pagelet.

Days to view in the future

Enter the number of days into the future for which you want to see scheduled training.

Personalizing the Open Positions Pagelet

Access the Personalize Open Positions page (click the Customize button on the Open Positions pagelet).

Enter the number of positions that you want to display on the Open Positions pagelet.

Personalizing the Time Management Alerts Pagelet

Access the Personalize Time Management Alerts page (click the Customize button on the Time Management Alerts pagelet).

Use this page to select which time management alerts you want to make available on the Time Management Alert pagelet.

Overtime Limit Reached	Select to display those employees who have reached the overtime limit.
Overtime Approval Required	Select to display those employees who have requested overtime approval.
Payable Time Approval Required	Select to display those employees who have payable time which requires approval.
Exceptions to Review	Select to display time reporting exceptions that require review.
Absence Approval Required	Select to display requested Global Payroll absences which require approval.

See Also

Managing Time

Personalizing the Workforce Availability Pagelet

Access the Personalize Workforce Availability page (click the Customize button on the Workforce Availability pagelet).

Use this page to select which workforce availability alerts you want to make available on the Workforce Availability pagelet.

Currently Clocked In	Select to display employees who are currently clocked in for the current punch shift.
No Show for Current Shift	Select to display employees who are scheduled for the current punch shift but have not clocked in.
Scheduled for Current Shift	Select to display employees who are scheduled for the current punch shift.
Reported Absent for Today	Select to display employees who are reported as absent. If PeopleSoft Global Payroll is installed, the system determines if any absences are reported in the absence pages. In addition, the system detects any leave time reporting codes (TRCs) in the PeopleSoft Time and Labor application's reported elapsed time, which is not a Global Payroll absence.
Reported In Training for Today	Select to display employees who have scheduled, approved training for the day. This count will include the attendance statuses from the Training Administration business process of currently attending, completed, enrolled, approved and authorized.

Personalizing the Direct Reports Phones Pagelet

Access the Personalize Phones page (click the Customize button on the Direct Reports Phones pagelet).

Display Phone Type 1

Select up to three phone types and in the order in which you want them to appear.

Personalizing the Recruiter Alerts Pagelet

Access the Personalize Alerts page (click the Customize button on the Recruiter Alerts pagelet).

Use this page to select the alerts that you want to display on the Recruiter Alerts pagelet.

New Applicants and Applied Within	Select New Applicantsto display the number of new applicants that have applied to your job openings within the time frame that you select in the Applied Within drop-down list box. For example, you can select to view applicants that have applied within the last 30 days
Auto Match Results	Select to display the number of applicants currently in the Auto Match results.
Interviews Today	Select to display the number of interviews scheduled for the user.
Unconfirmed Interviews	Select to display the number of interviews that have been scheduled but are not yet confirmed.
Interview Evaluations	Select to displays the number of interview evaluations assigned to the user.
Prepare Job Offer	Select to display the number of applicants in the Prepare Job Offer queue.
Approve Job Offer	Select to display the number of applicants in the Approve Job Offer queue.
Prepare for New Hire	Select to display the number of new hire proceedings for applicants that have accepted job offers.
Approve Job Opening	Select to display the number of job openings waiting for approval.
Online Job Offer and Days Until Offer Expires	Select to display the number of open online job offers that you created that have expired or that will expire within the number of days that you enter. Open online job offers are offers that you posted to Candidate Gateway that have not been accepted or rejected. The offer status must be Extend.
Unevaluated Answers	Select to display the number of open-ended screening question evaluations that the user has requested but that the assigned evaluators have not yet completed.
Questionnaire Request	Select to display the number of applicants who have not completed the questionnaires for job openings to which they are linked.

Viewing Recruiter Alerts for Talent Acquisition Manager

Personalizing the My Job Openings Pagelet

Access the Personalize My Job Openings page (click the Customize button on the My Job Openings pagelet).

Use this page to define what information displays on the My Job Opening pagelet. Use the fields in the upper portion of the page to place parameters on the type of information you select in the lower portion of the page. To include a type of information on the pagelet, select the corresponding check box. The Job Opening check box is selected as a default, and you can select four more types of information to display on the pagelet.

With Status of	Select a specific status for which you want to view job openings. If you do not make a selection, job openings in all statuses that meet other criteria you specify on this page will be available using the My Job Opening pagelet.
Created Within	Select a point in time from which you want to view job openings. For example, select Last Month to display your job openings for the last 30 days or Last Week to see your openings for the last seven days. If you do not make a selection, the system does not display any results on the My Job Opening pagelet.
Maximum displayed rows	Enter the number of rows you want to display on the My Job Opening pagelet. You can enter up to 99 rows; however, the system will only display the number of job openings that meet the criteria you specify.

See Also

Viewing the My Job Openings Pagelet

PeopleSoft Talent Acquisition Manager 9.1 PeopleBook

Viewing Manager Pagelets

This section discusses:

Viewing the Birthday Alerts pagelet.
Viewing the Anniversary Alerts pagelet.
Viewing the Direct Reports pagelet.
Viewing the Manager Leave Summary pagelet.
Viewing the Company Directory pagelet.
Viewing the Organization Directory pagelet.
Viewing the Employee Performance pagelet.
Viewing the Scheduled Training pagelet.
Viewing the Manager Expiring Licenses pagelet.
Viewing the Open Positions pagelet.
Viewing the Time Management Alerts pagelet.
Viewing the Workforce Availability pagelet.
Viewing the Direct Reports Phones pagelet.

Note. You can personalize many of these pagelets, so they can appear differently in the application than described in this chapter.

See Also

Personalizing Pagelets

Viewing the Birthday Alerts Pagelet

The Birthday Alerts pagelet displays upcoming employee birthdays.

Managers use this pagelet to view the birth dates for their direct reports.

Click an employee name to access the Employee Information page in PeopleSoft eProfile where you can view additional information about a specific employee and access links to pages with more specific employee information.

Click Employee Search to access the Employee Search page to look for a specific employee.

Viewing the Anniversary Alerts Pagelet

The Anniversary Alerts pagelet displays upcoming employee job anniversaries.

Managers use this pagelet to view the hire date for their direct reports.

Click an employee name to access the Employee Information page where you can view additional information about a specific employee and access links to pages with more specific employee information.

This pagelet uses time and labor group security or defaults to department security to determine the employees reporting to a manager. The reporting structure also depends on the association to the manager's row security permission list.

The date that appears in the First Start Date column is the current date, unless the time and labor date is enabled on the Time and Labor Permission List page for the manager's row security permission list.

Viewing the Direct Reports Pagelet

The Direct Reports pagelet displays information on direct reports.

Managers use this pagelet to view a list of their direct reports.

Name	Click a link in the Name column to access the View Employee Personal Information page where you enter data and click Continueto access the Employee Information page in eProfile. On the Employee Information page in eProfile, you can view additional details for a specific employee. The Employee Information page also contains links to related employee data pages.
More	Click to access a wide version of the pagelet with multiple columns showing. additional data. The narrow version displays only the data specified in the Display Additional Information filed on the Personalize Direct Reports page.
Employee Search	Click to access the Employee Search page where you can define search criteria to find a specific employee.
Skill	Click to access the Current Team Profiles page for profiles to which you have security access, where you can view detailed information regarding the skills of a selected employee. Note. The Skilllink appears only on the wide version of the Direct Reports pagelet.
Training	Click to access the Training Summary page where you can view detailed information regarding training for a specific employee. Note. The Traininglink appears only on the wide version of the Direct Reports pagelet.

Viewing the Manager Leave Summary Pagelet

The Manager Leave Summary pagelet displays information about absence requests from employees.

This pagelet displays information for absence requests. Select a value in the Your Employee's Absence Request to access Absence Requests page. You use the page to review absence requests by status and to access absence requests details.

Click the More link to view additional requests if they exist.

Viewing the Company Directory Pagelet

The Company Directory pagelet displays search fields to locate employees by name, job title, department, or email. You also have the option to use an advanced search, where you can enter additional search criteria.

Employees use this pagelet to search for people using the Company Directory feature.

Advanced Search	Click this link to access the Company Directory - Search For People: Advanced Search page. Use the Advanced Search link to enter multiple criteria to search for an individual.
My Profile	Click this link to have the system display your information as the focus in the Company Directory component.

See Using the Org Chart Viewer.

Viewing the Organization Directory Pagelet

The Organization Directory pagelet displays search fields to locate employees by name and or location.

Employees use this pagelet to search for people or locations.

Viewing the Employee Performance Pagelet

The Employee Performance pagelet displays summarized employee performance information.

Managers use this pagelet to check the status of the performance document for which they are responsible. The pagelet lists the employees with performance documents, the dues dates, and an indicator that shows whether a document is complete, on schedule, behind schedule, or cancelled.

Employee	Click an employee name link to access the Maintain Performance Document page. The type of document that appears on the Maintain Performance Document page depends on the document types that you set up on the Employee Performance Alerts Settings page.
More	Click this link to access performance information for additional employees.

Viewing the Scheduled Training Pagelet

The Scheduled Training pagelet displays employee training that has been scheduled. The page also displays the course start date and the enrollment status.

Click an employee name link to access the Training Summary page where you can view details regarding the selected employee's training. The Training Summary page provides detailed information on training including internal and external training and courses that have been completed.

Click the More link to access the Scheduled Training page.

See Also

Reviewing Training History Information

Requesting Employee Training

Viewing the Manager Expiring Licenses Pagelet

The Manager Expiring Licenses pagelet displays employee information on licenses and certificates which employees hold related to their jobs.

An asterisk next to the employee name implies that the license is being renewed. Click an employee name link to access the License/Certificate Detail page to view details of a selected employee's license or certificate.

Viewing the Open Positions Pagelet

The Open Positions pagelet displays information on positions currently open.

Position

Displays the position title.

Position Headcount	Displays the number of open positions for the corresponding position.
More	Click to access the complete list of open positions.

Viewing the Time Management Alerts Pagelet

The Time Management Alerts pagelet displays time related events and occurrences alerts.

Alert links on this pagelet are active only if there are occurrences to report and action to be taken.

The pagelet uses time and labor group security or defaults to department security to determine employees reporting to a manager, depending on the association to the manager's row security permission list. In addition, the date is determined as the current date, unless the time and labor system date is enabled on the Time and Labor Permission List page for the manager's row security permission list.

Note. This page requires implementation of Time and Labor.

Overtime Limit Reached	Click to access the View Overtime Balances page where you can view detailed information regarding overtime limits reached by employees. Click Get My Employees or Get Employees in Group on the View Overtime Balances page to view the overtime limits and balances. The occurrences equal the count of the employees that are shown to have exceeded their overtime limit when you view overtime balances.
Overtime Approval Required	Click to access the Approve Overtime Requests page where you can view and approve overtime requests for employees. The occurrences indicate the number of requests to be approved. This value equals the count of the employees that appear on the Select an Employee Request page.
Payable Time Approval Required	Click to access the Approve Payable Time page where you can view and approve reported payable time. The occurrences indicate the number of rows of payable time to be approved.
Exceptions to Review	Click to access the Manage Time Exceptions page where you can view time reporting exceptions generated through time reporting. The occurrences indicate the number of exceptions to review.
Absence Approval Required	Click to view and approve Global Payroll absence requests for employees. This link only displays if Global Payroll is installed. The occurrences indicate the number of absence requests to be approved.

See Also

Managing Exceptions

Viewing the Workforce Availability Pagelet

The Workforce Availability pagelet displays summarizes current availability and general absence information.

Click the Customize button in the upper right-hand corner to define which statuses display in the Employee Status column.

To populate the Employee Count field for the Reported Absent for Today status, the system checks for any absences reported in PeopleSoft Absence Management whether they are designated for PeopleSoft Payroll for North America or for Global Payroll.

The system uses data from the PeopleSoft Enterprise Learning Management application to update the Employee Count field for the Reported in Training for Today status. However, you must enable the application to retrieve the data. To send the training data, the system uses the Scheduled Time Fullsync and Scheduled Time Sync messages. Training data is stored in the PS_SCH_EXT_DTL record.

Daily Time Calendar and Weekly Time Calendar

Click to access the Daily Time Calendar and Weekly Time Calendar pages to view current time-related information on employees. These time calendars provide more detailed information regarding availability details.

Viewing the Direct Reports Phones Pagelet

The Direct Reports Phones pagelet displays employee phone contact information.

To change the phone type displayed, click theCustomize button in the upper right corner.

Name

Click a value in the Name column to see more details about the direct report.

More

Click to access a wider version of the pagelet with multiple columns showing. additional data.

The narrow version displays only one phone type using Display Phone Type 1 from the Personalize Phones page.

Viewing Employee Pagelets

This section discusses:

Viewing the Employee Leave Summary pagelet.
Viewing the Stock Options pagelet.
Viewing the Paychecks pagelet.
Viewing the Upcoming Training pagelet.
Viewing the Employee Expiring Licenses pagelet.

Note. You can personalize many of these pagelets, so they can appear differently in the application than described in this chapter.

Viewing the Employee Leave Summary Pagelet

The Employee Leave Summary pagelet displays absence summary information for the employee.

This pagelet displays absence summary information for an employee.

For Global Payroll users, payees can review absence history, review absence balances, enter requests for absences, and forecast absence balances as of a particular date.

For Payroll for North America users: Payees can view their leave balances.

Details

Click to access detailed information regarding absences.

Viewing the Stock Options Pagelet

The Stock Options pagelet displays stock option grant information for an employee.

Employees use this pagelet to review detailed information about their stock options.

Grant Number	Click to access the Stock Option Information page where you can view more details about a selected grant.
Grant Date	Displays when the stock was granted.
Type	Displays the type of stock plan.
Price	Displays the granted stock option price.
More	Click to access the Stock Option Summary (ST_GRANT_SUMM_OPT) page where you can view additional data including the number of shares that have been granted and the number of shares currently exercisable for each grant listed.

See Also

Administering Grants

Understanding Stock Purchase Plans

Viewing the Paychecks Pagelet

The Paychecks pagelet displays a link to the View Paycheck page.

Click the View Paychecks link to access the View Paycheck (PY_IC_PI_LIST) page where you can select the check date of the payslip to view.

Viewing the Upcoming Training Pagelet

The Upcoming Training pagelet displays upcoming scheduled training, including the course name, start date, and enrollment status.

Click a course name link to access the Training Summary Course Details page where you can view more details about a specific training course.

Click the More link to access the Upcoming Training page.

Click the Training Summary link to access the Training Summary page.

Viewing the Employee Expiring Licenses Pagelet

The Employee Expiring Licenses pagelet displays information on employee licenses that are nearing expiration.

Click a license or certificate link to access the License/Certificate Detail page to view more details regarding a specific license or certificate that is expiring. If the renewal has been applied for, an asterisk appears at the left of the link.

Viewing Recruiter Alerts for Talent Acquisition Manager

The recruiter alerts pagelet consolidates a variety of important information for recruiters. From the pagelet, you can access detail pages with additional information.

This section discusses:

The Recruiter Alerts pagelet.
The Unconfirmed Interview Summary page.
the Interview Evaluation Summary page.
The Prepare Job Offer page.
The Online Job Offer page.
The Unevaluated Answers page.
The Questionnaire Request page.

Pages Accessed from the Recruiter Alerts Pagelet

Note. This table lists the pages that are accessed only from the Recruiter Alerts pagelet. The Recruiter Alerts pagelet also provides links to Talent Acquisition Manager pages (pages that you can also access through standard menu navigation); these pages do not appear in this section.

Page Name	Definition Name	Navigation	Usage
Unconfirmed Interview Summary	HRS_UNC_INT_SUM	Click the Unconfirmed Interviews link on the Recruiter Alerts pagelet.	Review a list of applicants with unconfirmed interviews where you are an interviewer.
Interview Evaluation Summary	HRS_EVAL_SUMM	Click the Interview Evaluations link on the Recruiter Alerts pagelet.	Review a list of applicants whose interview evaluations you need to complete.
Prepare Job Offer	HRS_PSNAPPFOR_LIST	Click the Prepare Job Offer link on the Recruiter Alerts pagelet.	Review a list of applicants who are in the offer phase of the recruitment process for your job openings.
Online Job Offer	HRS_OFFER_OJO_LIST	Click the Online Job Offer link on the Recruiter Alerts pagelet.	Review a list of applicants who have received online job offers that are posted to Candidate Gateway and that will expire within the time frame you specify when you configure the Recruiter Alerts pagelet.
Unevaluated Answers	HRS_UNEVAL_ANS	Click the Unevaluated Answers link on the Recruiter Alerts pagelet.	Review a list of applicants for your job openings whose answers to open-ended questions have not yet been evaluated; send reminders to the evaluators.
Questionnaire Request page	HRS_PSNAPPFOR_LST	Click the Questionnaire Request link on the Recruiter Alerts pagelet.	Review list of applicants who have not completed an online questionnaire after being linked to one of the user's job openings and after being sent a request to complete the questionnaire.

Viewing the Recruiter Alerts Pagelet

The Recruiter Alerts pagelet provides recruiters with summary information for the recruiters own job openings. These are job openings in which the user is on the hiring team in any role.

The Recruiter Alerts pagelet provides recruiters with summary information for the recruiters own job openings.

To personalize which alerts appear on this page, click the Customize button in the upper right-hand corner.

For each alert, the system displays the number of associated occurrences. Clicking the number opens a page that lists the individual occurrences.

The following table lists the alerts that appear on this pagelet and explains what the number represents. The last column in the table identifies the page that appears if you click the number and indicates whether the page is a Talent Acquisition Manager page or whether the page is a Portal Pack page that you can access only from the Recruiter Alerts pagelet.

Alert Label	Description	Page Accessed
New Applicants	Displays the number of new applicants that have applied to your job openings within a certain number of days. You define the default setting for monitoring new applicants using the Applied Within field when you personalize recruiter alerts.	Find Applicants page (Talent Acquisition Manager). When you access the Find Applicants page from this link, it displays the applicants who have applied within the selected time frame. See Performing Basic Database Searches.
Auto Match Results	Displays the number of applicants currently in the Auto Match Results queue.	Click the link to view the automatch search results. See Automatch Searches.
Unconfirmed Interviews	Displays the number of interviews that are scheduled for the user that have not yet been confirmed.	Unconfirmed Interview Summary page (Portal Pack). This page lists applicants with unconfirmed interviews where you are an interviewer.
Interviews Today	Displays the number of interviews scheduled for the user on that specific day.	Interview Calendar page (Talent Acquisition Manager). See Reviewing Personal Interview Calendars.
Interview Evaluations	Displays the number of incomplete interview evaluations assigned to the user.	Interview Evaluation Summary page (Portal Pack). This page lists the interview evaluations that you need to complete.
Prepare Job Offer	Displays the number of applicants that are in the offer phase of the recruitment process for the user's job openings.	Prepare Job Offer page (Portal Pack). This page lists applicants who are in the offer phase of the recruitment process for your job openings.
Approve Job Offer	Displays the number of applicants in the Approve Job Offer queue. If approval authority is delegated to a proxy who has access to this pagelet, the delegated transactions are included in this count (and not the delegator's count) during the delegation period.	Pending Approvals page (Talent Acquisition Manager). Use this page to review and act on the job offers that require your approval. See Approving Job Offers.
Approve Job Opening	Displays the number of job openings waiting for approval. If approval authority is delegated to a proxy who has access to this pagelet, the delegated transactions are included in this count (and not the delegator's count) during the delegation period.	Pending Approvals page (Talent Acquisition Manager). Use this page to review and act on the job openings that require your approval. See Approving Job Openings.
Prepare for Hire	Displays the number of applicants with an Offer Accepted disposition for the user's job openings.	Find Applicants page (Talent Acquisition Manager). When you access the Find Applicants page from this link, it displays the applicants who have the disposition Offer Accepted. See Performing Basic Database Searches.
Online Job Offer	Displays the number of open online job offers that you created that have expired or that will expire within the number of days that you enter. Open online job offers are offers that you posted to Candidate Gateway that have not been accepted or rejected. The offer status must be Extend.	Online Job Offer page (Portal Pack) This page displays job offers that are posted to Candidate Gateway and that will expire within the time frame you specify when you configure the Recruiter Alerts pagelet.
Unevaulated Answers	Displays the number of open-ended screening question evaluations that the user has requested but that the assigned evaluators have not yet completed.	Unevaluated Answers page (Portal Pack). This page lists the applicants whose answers to open-ended questions have not been evaluated, along with the names of the assigned evaluators.
Questionnaires Request	Displays the number of applicants who have not completed the questionnaires for job openings to which they are linked.	Questionnaire Request page (Portal Pack) This page lists the applications that require applicant attention to questionnaires. The system sent an initial email notification to these applicants at the time they were linked to the job opening; on this page you can send additional email reminders to selected applicants.

Viewing the Unconfirmed Interview Summary Page

The Unconfirmed Interview Summary page lists applicants with unconfirmed interviews where you are an interviewer.

Manage Interviews

Click this link to access the Interview Schedule page, where you manage interview schedules.

Viewing the Interview Evaluation Summary Page

The Interview Evaluation Summary page lists the interview evaluations that you need to complete.

View Summary

Click this link to access the Disposition Details - Interview page, where you manage interview evaluations.

Viewing the Prepare Job Offer Page

The Prepare Job Offer page lists applicants who are in the offer phase of the recruitment process for your job openings.

Nameand Applicant

Click either of these links to access applicant data on the Manage Applicant page.

Job Opening

Click this link to access the Job Opening page.

From the Prepare Job Offer page, you can drill down into specific applicant records or job openings to enter or edit offer details.

Viewing the Online Job Offer Page

The Online Job Offer page displays job offers that are posted to Candidate Gateway and that will expire within the time frame you specify when you configure the Recruiter Alerts pagelet.

Applicant Name

Click this link to access the Prepare Job Offer page for this applicant's offer.

Applicant ID

Click this link to access applicant data on the Manage Applicant page.

Job Opening

Click this link to access the Job Opening page.

Viewing the Unevaluated Answers Page and Sending Evaluation Reminders

The Unevaluated Answers page displays a list of applicants for your job openings whose answers to open-ended questions have not yet been evaluated.

Applicant

Click this link to access applicant data on the Manage Applicant page.

Job Opening

Click this link to access the Job Opening page.

Send Reminder

Select the check box next to one or more of the applicants in the grid, then click the Send Reminder button to send a reminder to the evaluators who are assigned to evaluate answers for the selected applicants.

Delete Request

Select the check box next to one or more of the applicants in the grid, then click the Delete Request button to remove the selected rows from this grid. Removing rows from this grid does not change anything about the screening process; unevaluated answers are still included in screening. If there are no evaluations for the answer, then the applicant receives no points for the answer.

Viewing the Questionnaire Request Page

The Questionnaire Request page displays a list of applicants who have not completed an online questionnaire after being linked to one of the user's job openings and after being sent a request to complete the questionnaire.

Nameand Applicant

Click either of these links to access applicant data on the Manage Applicant page.

Job Opening

Click this link to access the Job Opening page.

Viewing Additional Talent Acquisition Manager Pagelets

This section discusses:

Viewing the My Job Openings pagelet.
Viewing the Find Job Openings pagelet.
Viewing the My Applicants pagelet.
Viewing the Job Openings pagelet.
Viewing the Quick Search pagelet.

PeopleSoft Candidate Gateway 9.1 PeopleBook

Viewing the My Job Openings Pagelet

The My Job Openings pagelet displays the job openings that you created or where you are on the hiring team. Personalize the pagelet to control which of your job openings appear.

Note. If there are no job openings that meet the criteria you selected, the pagelet displays the message No results found for the search criteria specified.

Job Opening	Click this link to access the Job Opening page, where you can review detailed information about the job opening.
Title	Displays the default posting title for the job opening. Select the Job Opening Title check box on the Personalize My Job Openings page to display this value.
Location	Displays the recruiting location associated with the job opening.
Hiring Manager	Displays the manager responsible for the job opening.
Status Code	Displays the current status of the job opening.
Days Open	Displays the number of days since the job opening has been approved.
Target Openings	Displays the number of openings for this job opening.
Number Filled Openings	Displays the number of openings that have been filled for this job opening.
Nbr of Applicants (number of applicants)	Displays the number of applicants attached to this job opening.
Activity	Click the Activity icon to access the Job Opening page: Activity & Attachments tab.
Actions	Select an action to perform. The system launches the appropriate page for the action. Select from the following options: Search for Applicants: Select to access the Job Opening page: Find Applicants tab, where you can search for applicants for the job opening. Post Job Openings: Select to access the Manage External Postings page, where you can post the job opening to an external job board or vendor. View Job Postings: Select to access the Search Postings - Basic Search page, where you can search for job postings. Clone Job Openings: Select to access the Clone Job Opening page, where you can copy the job opening to create a new opening. View Status History: Select to access the Job Opening page: Activity & Attachments tab, where you can view the job history. Manage Applicants: Select to access the Job Opening page: Manage Applicants tab, where you can manage recruiting processes for the job opening.
Full List	Click this link to access the Browse Job Openings page, where you can list job openings that meet the criteria you specify.
Create Job Opening	Select to access the Enter Primary Job Opening Information page where you can begin the process of creating a job opening.

Viewing the Find Job Openings Pagelet

The Find Job Openings pagelet displays search options for finding job openings.

Use this pagelet to choose filtering criteria for finding job openings. Filter based on the job opening's status and when the job opening was created.

When you click the Search button, the Browse Job Openings page appears with the selected filters applied.

Viewing the My Applicants Pagelet

The My Applicants pagelet displays search options for your applicants (applicants that are attached to job openings where you are either the originator or part of the hiring team).

Use this pagelet to perform an applicant search using a subset of the criteria that is available on the Find Applicants page. When you click the Search button, the Find Applicant page appears and shows the results of your search.

Viewing the Job Openings Pagelet

The Job Openings pagelet displays job openings for all positions.

Use this pagelet to view and update job openings.

See Also

Viewing the My Job Openings Pagelet

Viewing the Quick Search Pagelet

The Quick Search pagelet displays search fields for applicants and job openings.

Use this pagelet to initiate a search for information about applicants and job openings. Select a search option, then enter a corresponding value in the lower field and click Search to view search results on the appropriate Talent Acquisition Manager page.

Search options include:

Applicant (Last, First Name): Enter the applicant's last name and then first name, then search to view the search results on the Find Applicants page.
Hiring Mgr (Name)(hiring manager name): Enter the hiring manager's first and last name, then search to view the search results on the Find Job Openings page.
Job Opening Number: Enter the job opening number, then search to view the search results on the Find Job Openings page.
Search Resume Text: Enter text that you want to search for in a resume, then search to view the search results on the Find Applicants page.

Document Type	Select the type of document that you want to appear. You define document types on the Document Types page.
Period End Date >=	Select the end date of the performance period for which documents are to be listed. The system lists documents with the same date or later than the date entered here.
Employees to display	Enter the number of employees to list on the pagelet.
Use Default Settings	Click to reset the values on the page to the values that you defined when you last set up this page. Values are defaulted from product level. Note. This button does not appear on the Employee Performance Alerts Setup (EP_ALERT_SETUP) page when you are defining the settings . It appears only on the Employee Performance Alerts Setup (EP_PE_OPR_ALERT) page, which is accessed when a user clicks Customize from the Employee Performance pagelet.

Maximum displayed rows	Enter the number of rows of training information you want to display on the Upcoming Training pagelet.
Days to view in the future	Enter the number of days into the future for which you want to see upcoming training.

Nameand Applicant	Click either of these links to access applicant data on the Manage Applicant page.
Job Opening	Click this link to access the Job Opening page.

Applicant Name	Click this link to access the Prepare Job Offer page for this applicant's offer.
Applicant ID	Click this link to access applicant data on the Manage Applicant page.
Job Opening	Click this link to access the Job Opening page.

Applicant	Click this link to access applicant data on the Manage Applicant page.
Job Opening	Click this link to access the Job Opening page.
Send Reminder	Select the check box next to one or more of the applicants in the grid, then click the Send Reminder button to send a reminder to the evaluators who are assigned to evaluate answers for the selected applicants.
Delete Request	Select the check box next to one or more of the applicants in the grid, then click the Delete Request button to remove the selected rows from this grid. Removing rows from this grid does not change anything about the screening process; unevaluated answers are still included in screening. If there are no evaluations for the answer, then the applicant receives no points for the answer.