Setting Up Recruiting Digital Assistant

PeopleSoft delivers Recruiting Digital Assistant as a floating button in External Candidate Gateway Careers pages. For more information on how to add a chatbot to a PeopleSoft page as a button, see Adding the Chatbot to a PeopleSoft Page as a Widget.

Note: The Recruiting Digital Assistant button is available only for users with the HRS External Chatbot User role. As the Recruiting Digital Assistant button is available on Fluid Candidate Gateway for external applicants, this role (HRS External Chatbot User) must be added to guest user, for the assistant to be visible.

The Recruiting Digital Assistant can be setup along with PeopleSoft Intelligent Chat ASsistant from Oracle (PICASO, or PeopleSoft PICASO), or as standalone Recruiting Digital Assistant.

This topic discusses on how to configure Recruiting Digital Assistant as an administrator.

Page Name

Definition Name

Usage

Global Chatbot Configuration Page

EOCB_SKILLSRCH_FL

View, edit, delete or add global chatbot definitions.

You can also activate or delete global chatbot definitions from this page.

Global Chatbot Configuration – Bot Definition Page

EOCB_BOTCFG_FL

View, edit, delete or add global chatbot definitions.

Global Chatbot Configuration – Global Settings Page

EOCB_GLBL_STTNG_FL

Define the global chatbot and associate it with a PeopleSoft portal.

You can also define conditional display requirements for the global chatbot.

Global Chatbot Configuration – Override Settings Page

EOCB_OVRRDE_CMP_FL

View existing global chatbot overrides for a component, add new overrides, or clone overrides.

Add Override Settings Page

EOCB_CMP_OVRD_FL

Use this page to hide the global chatbot from a component or override it with a different chatbot.

Add Chatbot Parameters Page

EOCB_OVRD_MAP_SCF

Use this page to define the conditions or order in which the chatbot displays, when overriding the global chatbot from a component.

Standalone Recruiting Digital Assistant

EOCB_SKILLSRCH_FL

Use this page to define standalone Recruiting Digital Assistant without PICASO.

Branding Template Page

EOCB_BRNDTMPL_FL

Use this page to define the template to brand the chatbot.

Chatbot Page

HRS_SITE_BOT_SETUP

Use this page to enable the chatbot and to configure Contact, Menu and FAQ options in the chatbot.

Use the Global Chatbot Configuration (EOCB_SKILLSRCH_FL) page to view, edit, or add global chatbot definitions for the skills and digital assistants created in Oracle Digital Assistant (ODA), and to map them to a component. You can also activate or delete global chatbot definitions from this page.

Navigation:

Enterprise Components > Chatbot Configurations > Global Chatbot Configuration

This example illustrates the fields and controls on the Global Chatbot Configuration Page.

 Global Chatbot Configuration for PICASO

Field or Control

Description

Default Branding Template

Enter the default branding template for the global chatbot. Branding templates control the chatbot color scheme, initial greeting, attachments, and other behaviors.

For more information on creating a template, see Branding Template Page.

ODA Server URI

Enter the Uniform Resource Identifier (URI) of your ODA instance.

Add Global Chatbot or Add

Access the Global Chatbot Configuration Page and create a new chatbot definition.

Note: When there are one or more chatbot definitions, Add button is displayed.

Bot Identifier

Displays the identifier for the global chatbot in ODA.

Description

Displays the description of the global chatbot definition.

PORTAL

Displays the PeopleSoft portal associated with the global chatbot.

Enabled

Enable or disable the global chatbot definition.

Update

Update existing global chatbot definition.

Delete

Delete an existing global chatbot definition.

Save

Save an existing global chatbot definition.

Use the Global Chatbot Configuration – Bot Definition page (EOCB_BOTCFG_FL) to view, edit, or add chatbot definitions.

Navigation:

  • Enterprise Components > Chatbot Configurations > Global Chatbot Configuration > Add for new chatbot definitions.

  • Enterprise Components > Chatbot Configurations > Global Chatbot Configuration > Update for existing chatbot definitions.

This example illustrates the fields and controls on the Bot Definition page.

 Bot Definition - PeopleSoft Digital Assistant

Field or Control

Description

Add

Access the Add Bot Definition Page and add a new chatbot definition.

Bot ID

Displays the ID of the skill or digital assistant.

Bot Name

Displays the name of the skill or digital assistant.

Bot Type

Displays the format in which the chatbot client is rendered. Values are Web Based, Widget, or Both.

  • Web Based – Renders the chat client as a tile.

  • Widget – Renders the chat client as a button at the bottom of the screen.

  • Both – Renders the chat client in web and widget formats.

Edit

Access the Edit Bot Definition page and update the chatbot definition.

Delete

Delete an existing chatbot definition.

Next

Advance to the next step of global chatbot configuration.

Update

Update existing global chatbot definition.

Click the Add button on the Global Chatbot Configuration – Bot Definition to add chatbot definitions for:

  • PeopleSoft Digital Assistant

  • Recruiting Digital Assistant

  • Recruiting Careers Skill

This example illustrates the fields and controls on the Add Bot Definition page.

 Add Bot Definition - PeopleSoft Digital Assistant

Field or Control

Description

Bot Identifier

Displays the ID of the selected skill or digital assistant.

Bot Name

Enter the name of the skill or digital assistant.

Bot App ID

Enter the ID of the channel you want to use to route a chat request to an ODA Skill or Digital Assistant.

  • For PeopleSoft Digital Assistant, enter the channel ID for PeopleSoft Digital Assistant in ODA.

  • For Recruiting Digital Assistant and Recruiting Careers Skill, enter the channel ID for Recruiting Digital Assistant in ODA.

Bot Type

Select the format in which the chatbot client is rendered. Available types are Web Based, Widget, or Both.

Introductory Text

Enter text to describe the chatbot.

Branding Template

Select a replacement branding template to override the default branding template value.

  • For PeopleSoft Digital Assistant, select the default template.

  • For Recruiting Digital Assistant and Recruiting Careers Skill, select the Recruiting Solutions template.

Business Name

Enter the name for chatbot to appear for users on the chatbot client.

Business Icon

Select an icon for the chatbot. The chatbot client takes the form of the icon you specify.

Role Name

Select user roles that can access the chatbot.

Note: To access Recruiting Digital Assistant, select HRS External Chatbot User role.

Use the Global Chatbot Configuration – Global Settings page (EOCB_GLBL_STTNG_FL) to select a skill or digital assistant as a global chatbot and associate it with a PeopleSoft portal. You can also define conditional display to prevent the display of global chatbot in components.

Navigation:

Select the Next button on the Global Chatbot Configuration – Bot Definition Page.

This example illustrates the fields and controls on the Global Settings page.

 Global Settings for PICASO

Field or Control

Description

Bot Name

Select the skill or digital assistant to serve as a global chatbot.

A global chatbot is visible across all components within PeopleSoft portal.

Portal

Select a PeopleSoft portal to associate with the global chatbot.

Package Name

Select the PeopleTools application package related to your conditional display requirement.

Path

Select the path (location) of the PeopleTools Application Class related to your conditional display requirement.

Class ID

Select the PeopleTools Application Class related to your conditional display requirement.

Method

Select the application class method.

Note: To configure Recruiting Digital Assistant with PICASO, select PeopleSoft Digital Assistant as Bot Name in Global Settings. Select EMPLOYEE for Portal.

Use the Global Chatbot Configuration – Override Settings page (EOCB_OVRRDE_CMP_FL) to view existing global chatbot overrides for a component, add new overrides, or clone overrides.

Navigation:

Select the Next button on the Global Chatbot Configuration – Global Settings Page.

This example illustrates the fields and controls on the Override Settings page.

 Override Settings - PeopleSoft Digital Assistant

Field or Control

Description

Bot Name

Displays the name of skill or digital assistant to serve as a global chatbot.

Portal

Displays the PeopleSoft portal associated with the global chatbot.

Add

Select to access the Add Override Settings Page and hide the global chatbot or override it with a different chatbot.

Clone

Select to access the Clone Component Overrides Page and clone component override settings from an existing chatbot definition.

Component

Displays the PeopleSoft component with override settings.

Market

Displays the market for the component. Default is global market (GBL).

Override Status

Displays the override status for the component

Overriding Bot

Displays the chatbot that overrides the global chatbot.

Edit

Select to access the Edit Override Settings page and edit the override settings for the component.

Delete

Delete an existing global chatbot override.

Note: Add the components of Recruiting Solutions pages where Recruiting Digital Assistant overrides PICASO.

Use the Add Override Settings page (EOCB_CMP_OVRD_FL) to hide the global chatbot from a component or override it with a different chatbot. This page is useful when you want to override the global chatbot for only a few components.

Navigation:

Select the Add button on the Global Chatbot Configuration – Override Settings Page.

This example illustrates the fields and controls on the Add Override Settings page.

 Add Override Settings - PeopleSoft Digital Assistant

Field or Control

Description

Bot Name

Displays the name of skill or digital assistant that serves as global chatbot.

Portal

Displays the PeopleSoft portal associated with the global chatbot.

Component

Select the component for which you want to override the global chatbot.

Market

Displays the market for the component. Default is global market (GBL).

Appearance (Override or Hide)

Select Override to override the global chatbot with a different chatbot on the specified component.

Select Hide to hide the global chatbot on the specified component.

Order

When multiple chatbots are associated with the component, enter a numeric value to indicate the order in which the chatbots are displayed to a user.

Bot Name

Select the skill or assistant to override the global chatbot.

Add Details

Select to access the Add Chatbot Parameters Page and define the conditions or order in which the chatbot displays.

Note: Enter the components of Recruiting Solutions pages where Recruiting Digital Assistant overrides PICASO.

Use the Add Chatbot Parameters page (EOCB_OVRD_MAP_SCF) to define the conditions or order in which the chatbot displays, when overriding or restricting the global chatbot from a component.

Navigation:

Select the Add Details link on the Add Override Settings Page.

This example illustrates the fields and controls on the Add Chatbot Parameters page.

 Add Chatbot Parameters - PeopleSoft Digital Assistant

Field or Control

Description

Package Name

Select the PeopleTools application package related to your conditional display requirement.

Qualified Package/Class Path

Select the path (location) of the PeopleTools Application Class related to your conditional display requirement.

Application Class ID

Select the PeopleTools Application Class related to your conditional display requirement.

Application Class Method

Select the application class method.

Note: To override PICASO with Recruiting Digital Assistant, enter the Additional Context and Conditional Display parameters specific to Recruiting Solutions.

Use the Global Chatbot Configuration (EOCB_SKILLSRCH_FL) page to configure Recruiting Digital Assistant without PICASO.

Navigation:

Enterprise Components > Chatbot Configurations > Global Chatbot Configuration

To configure a standalone Recruiting Digital Assistant:

  1. Click the Add Global Chatbot button in Global Chatbot Configuration page.

    This example illustrates the fields and controls on the Global Chatbot Configuration Page.

     Global Chatbot Configuration

  2. Click the Add button in the Global Chatbot Configuration – Bot Definition (EOCB_BOTSRCH_FL) page to enter chatbot definitions for Recruiting Digital Assistant and Recruiting Careers Skill.

    This example illustrates the fields and controls on Global Chatbot Configuration – Bot Definition page.

     Bot Definition - Recruiting Digital Assistant

  3. Enter the details for chatbot definition in the Add Bot Definition page.

    This example illustrates the fields and controls on the Add Bot Definition page.

     Add Bot Definition - Recruiting Digital Assistant

    For more information on the chatbot definition for Recruiting Digital Assistant, see Global Chatbot Configuration – Bot Definition Page

  4. Define the global settings for Recruiting Digital Assistant in the Global Chatbot Configuration – Global Settings (EOCB_GLBL_STTNG_FL) page.

    This example illustrates the fields and controls on the Global Settings page.

     Global Settings - Recruiting Digital Assistant

    Use Conditional Display to control the display of chatbot in the selected portal. Enter the Conditional Display parameters to specify the override condition for Recruiting Digital Assistant.

    For more information on global settings, see Global Chatbot Configuration – Global Settings Page

  5. Click the Add button in the Global Chatbot Configuration – Override Settings (EOCB_OVRRDE_CMP_FL) page to enter the components to display Recruiting Digital Assistant.

    This example illustrates the fields and controls on the Override Settings page.

     Override Settings - Recruiting Digital Assistant

    For more information on override settings, refer Global Chatbot Configuration – Override Settings Page.

  6. Enter the name of the component and the chatbot to override the global chatbot in the Add Override Settings page.

    This example illustrates the fields and controls on the Add Override Settings page.

     Add Override Settings - Recruiting Digital Assistant

    For more information on add override settings page, see Add Override Settings Page.

  7. Click on the Add Details link to define the context parameters for Recruiting Digital Assistant.

    This example illustrates the fields and controls on the Add Chatbot Parameters page.

     Add Chatbot Parameters - Recruiting Digital Assistant

    To know more on how to add chatbot parameters, refer Add Chatbot Parameters Page.

Use the Branding Template(EOCB_BRNDTMPL_FL) page to control the branding aspects of the chatbot definition.

Navigation:

Enterprise Components > Chatbot Configurations > Branding Template

This example illustrates the Maintain Branding Template page.

 Maintain Branding Template - RS

Field or Control

Description

Template ID

ID of the branding template on which chatbot specific template is created.

Template Name

Enter a new name for the chatbot specific branding template.

Custom Properties

Choose the custom properties for the chatbot, from ODA, to customize the chatbot layout, color and icons. In the Name field, enter the appropriate name reference as listed in the ODA documentation.

Custom Text

PeopleSoft provisions custom text to overwrite the default custom texts provided by ODA. The overriding text is created as a message catalog entry. The message catalog entry is assigned to the custom text key value.

Choose the appropriate Custom Text as listed in the ODA documentation to configure the default text that is displayed in the chat client.

Use the Chatbot Page (HRS_SITE_BOT_SETUP) to configure and enable Recruiting Digital Assistant.

Navigation:

Set Up HCM > Product Related > Recruiting > Candidate Gateway > Site > Chatbot

This example illustrates the Chatbot page.

 Site Set Up (Careers) - Chatbot

Field or Control

Description

Enable Bot for External Candidates

Select the check box to enable Recruiting Digital Assistant for external candidates. Once enabled, Recruiting Digital Assistant displays as a floating icon on the External Candidate Gateway and on the job search and application pages.

Note: Recruiting Digital Assistant is available only if the guest user id is associated with the HRS External Chatbot User role.

Contact Information

Field or Control

Description

Enable Contact Us Button

Select the check box to display the Contact Us button in Recruiting Digital Assistant.

Once enabled, a Contact Us button appears at the bottom of the chat window.

Note: When this check box is enabled, at least one value (email or phone number) should be entered. You must save the page after entering the value, for the Contact Us button to be displayed in the chatbot.

Contact Email

Enter the email address to be displayed in the Recruiting Digital Assistant, when the Contact Us button is clicked.

Contact Phone

Enter the phone number to be displayed in the Recruiting Digital Assistant, when the Contact Us button is clicked.

Menu Configuration

Field or Control

Description

Enable What Can You Do Button

Select the check box to display What Can You Do? button in Recruiting Digital Assistant.

Once enabled, a menu icon will appear at the bottom of the chat window. This menu will display all possible actions that the chatbot can perform for the logged in applicant.

Note: This button appears only for the logged in applicants.

Show Label

Select this option if you want to display the label, What Can You Do? on the button.

Show Icon

Select this option if you want to display the icon as the button.

FAQ Configuration

Field or Control

Description

Enable FAQs Button

Select the check box to display FAQs button in Recruiting Digital Assistant.

Once enabled, FAQs button with text or icon appears at the bottom of the chat window.

Note: For FAQs to work, at least one answer intent must be added in the Recruiting Careers Skill in ODA.

Show Label

Select this option if you want to show the label FAQs on the button.

Show Icon

Select this option if you want to display the icon as the button.

For more information on Recruiting Digital Assistant configuration, see the PeopleSoft Recruiting Digital Assistant Technical Brief (Doc ID 2741723.1) posted in My Oracle Support.