2Getting Started

Getting Started

Login

Login Procedure

When users open the Oracle Talent Acquisition Cloud (OTAC) solution, the User Sign In page is typically displayed.

On the Sign In page, users can select the language in which they want to use the application. If users change the default language on the Sign In page, the page is displayed in the new language and subsequent OTAC product pages are presented in that language. After selecting a language, users can also instruct the system to "remember" their selection so that the next time they sign in, the User Sign In page will be presented in the language they selected.

If single sign-on (SSO) is not enabled within an organization, users must enter a user name and password on the user Sign In page. The user name and password are provided by system administrators. Users can modify their password. If SSO was configured through a consulting engagement (which requires a statement of work (SOW)), the Sign In page is not displayed and the default language that was configured is used.

Once a user's credentials are accepted, the Welcome Center or table of contents page is displayed. The OTAC products available for use are dependent on which products were purchased by the organization and on the user's user type and permissions. If a user has permission to see only one OTAC product and the Display Welcome Center setting is set to "Yes", the product is displayed directly.

Accessing an Oracle Talent Acquisition Cloud Application

You must have received a user name and password from your system administrator.

1. Select the language in which you want to use the application.

2. Enter your user name and password.

3. Click Sign In.

Using the Forgot Password Link

Several methods are available to create a new password if the current one was forgotten.

The two main methods to recover a password are via an access code and security questions.

With the access code method, users are asked to enter their user name and email address. An email containing an access code is then sent to the users and the latter are prompted to enter a new password.

With the security questions method, users are asked to answer security questions (between 1 and 3) whose answers they provided beforehand. If the answers are correct, the users are prompted to enter a new password.

Other methods used to replace a forgotten password are: a combination of access code and security questions; contacting the organization's system administrator.

Welcome Center

The Welcome Center is a home page that is displayed to users immediately after they log in. It provides a "one-click" access to Oracle Talent Acquisition Cloud (OTAC) products.

The Welcome Center contains an auxiliary navigation bar, a core navigation bar, a Quick Access panel, and a central panel.

• The auxiliary navigation bar contains links to additional resources such as the online help, setup, and the Sign Out link.

• The core navigation bar is a set of tabs that provide direct links to OTAC products. A user might have a tab for any or all of the following products: Performance, Recruiting, Compensation, Oracle Business Intelligence, Learn, and Configuration.

• The Quick Access panel provides an alternative "one-click" access to the same products available in the core navigation bar. It also provides access to modules within products for example, Onboarding (Transitions), Scheduling Center, and to specific content such as a requisitions and candidate files.

• In the central panel, customers can put information of interest to all product users. Alternatively, they can create distinct sets of information and associate an information set with a configuration profile.

If the Welcome Center is enabled, it replaces the table of contents page.

Recruiting Center Home Page

The Recruiting Center home page is the page that users see when they click the Recruiting tab.

The home page provides key information and links to underlying functionalities. The home page can be customized by system administrators to meet specific needs. Depending on the user logging into Recruiting, the information displayed in the home page varies.

There are three default home pages:

• Recruiter

• Hiring Manager

• Hourly Manager

System administrators can modify these default home pages. They can also create brand new home pages or duplicate existing ones.

The home page can contain channels, links and lists.

Channels display status-oriented data about a user's activities. When clicking the links on the channels, users can access information on requisitions, candidates, or job offers. The following channels can be displayed:

• Candidates

• Offers

• Legacy Onboarding

• Requisitions

• Tasks

• New Hire

• Pre-Hire

A channel always includes a list of elements as well as the number of items associated to each element. The elements on the list are clickable and bring users to a more detailed area of the application, for example the candidate list, requisition list, etc. The elements on the list are also dependent on the value selected in the "Show information for requisitions" filter.

The number in the following two columns work as follows:

• The number in the Items Requiring Attention column (flag) is specific to you (not to your user groups). It represents the number of items that are new or have been updated by another user since you last viewed them. For example, if you approve your own requisition, a "new" task is added to your Ready for sourcing tasks, and the number in this column for Ready for sourcing element increases by one.

• The number in the Total column represents the total number of items including new, previously viewed, and updated. For example, if you choose your user name in the Show list and Ready for sourcing appears in the Tasks channel, the number in the Total column represents the total number of your requisitions that are ready for sourcing.

Channels are updated immediately after login, or when selecting the "Show information for requisitions" filter, or anytime a user returns to the home page, or when clicking the Refresh button.

Links redirect users to another part of the application. The following links are available:

• Create a Requisition

• Legacy Onboarding Process

• Search for candidates

• View Candidates

• View Requisitions

• Onboarding (Transitions)

A mini requisition list can be available in the home page. This mini requisition list allows users to access a candidate list directly from the home page without having to go through the standard requisition list page. This mini requisition list can contain up to four columns of summary information about each requisition, including the number of candidates. It can also display up to 30 requisitions (the ones with the most recent submission activity). This mini requisition list is used by default with the Hourly Manager home page.

The home page displays a Refresh button to allow users to update all the channels with the latest numbers. The Refresh button is only present when there is a channel that needs to be refreshed with dynamic content. For example, if only links are present on the home page, the Refresh button will not be present.

Information in the home page may be displayed as follows:

• Single column: Channels, links, and lists are displayed in one single column.

• Two columns: Channels, links, and lists are displayed in two columns. System administrators can choose which column and the order in which each widget will appear in that column.

• Two columns with header: Channels, links, and lists are displayed in either the header or one of the two columns, as specified by system administrators when placing the widgets.

Getting Help

Online Help

The Recruiting Center offers comprehensive help about concepts or tasks to perform.

The online help is available in the Help tab located in the supporting tools panel in the right-hand side of all pages. When clicking the Help tab, a table of contents of available help topics is displayed. It is also possible to search the help database to locate specific subjects.

Online Clips

The Recruiting Center offers short clips describing essential user interface elements.

These online clips present basic information about the design, navigation, and certain features of the application. Each clip is no more than one minute in length to give users a quick way to get up to speed with how to use the product.

When online clips are enabled, they are available in the Clips tab located in the supporting tools panel in the right-hand side of all pages.

Default online clips come with the product. Oracle reserves the right to add new online clips, modify existing clips, or delete clips at any time without notice to customers. The tab where these online clips are available is configurable. Organizations may choose to disable the tab or replace the content with their own content linking to alternative learning materials for their end users.

Communications Tool

The Communications tool allows the display of useful information to Recruiting Center users.

The Communications tool is available in the supporting tools panel in the right-hand side of the home page. The Communications tool provided by default contains three sections, each being expandable and collapsible.

• Documentation Center: Contains a link to the latest What’s New which provides information on new features. A link to Customer Connect is also available.

• Resource Center: Contains a link giving access to information about the hiring cycle, articles, research content, and more.

• Support: Contains information to contact Oracle Support.

Tooltip

A tooltip is a short, explanatory text which appears when "hovering" a mouse over a button, a link, a table cell heading or icon without clicking it.

Tooltips are available throughout the system and they give additional information about an action before performing it. Tooltips are provided for buttons, links, icons, and table header cells. These tooltips are not configurable. However, for screening services, the system administrator can create tooltips for some types of user-defined fields.

Release Notes Message

A pop-up message containing new release information, system improvements, important messages and other information can be displayed when users log into the product.

The same release notes message is displayed to users regardless of the product.

Once users are logged in, they can turn off the Release Notes message by selecting the Don't display this message again option. The message will then reappear only when new release information or other important information is available or if the users clear their browser cookies.

Navigation Tools and Page Layout

Auxiliary Navigation Bar

The auxiliary navigation bar is the bar located at the top right of pages. If enabled, the auxiliary navigation bar is available at all times for users to see and access.

The content of the auxiliary navigation bar varies depending on the features enabled and permissions granted to users to access those features.

Element	Description
Home	If you have access to multiple Oracle Talent Acquisition Cloud (OTAC) products and you click Home, the Welcome Center is displayed. If you have access to Recruiting only and you click Home, the Recruiting Center front page is displayed.
Resources	May include: My Setup: Access to personal preferences. Training: Access to online training materials. e-Learning: Access to eLearning materials. Support: Access to Oracle Support. Help: Access to online help. About: Information about the product such as the version number and the build number that you need to provide to Oracle Support when you need to contact them.
Talent Grid	Provides access to Solution Exchange and Knowledge Exchange.
Sign Out	Terminates the session and you are automatically signed out of all products.

Core Navigation Bar

The core navigation bar provides access to specific recruiting features. It is located just above the central panel. If enabled, the core navigation bar is available at all times for users to see and access.

The table presents elements that may be available in the core navigation bar (if they were enabled and users were granted access to them):

Element	Description
Home	If your organization has multiple Oracle Talent Acquisition Cloud (OTAC) products, clicking the Home icon displays the Welcome Center. If your organization has no other OTAC products apart from Recruiting, clicking the Home icon displays the Recruiting Center. The arrow provides direct links to products as well as to specific modules within the products.
Recruiting	Access to the Recruiting Center main page.
Tasks	Access to the Tasks list.
Requisitions	Access to the Requisitions list.
Candidates	Access to the Candidates list.
Offers	Access to the Offers list.
Reports	Access to reports previously generated and reports that can be generated.
Libraries	Access to requisition templates, questions, disqualification questions, competencies, evaluation categories, evaluation questions, evaluation skills, evaluation questionnaires.

Recruiting Center Icons

The table presents icons available in the Recruiting Center.

Icon	Description
	Displays the previous page.
	Goes to the previous 10 pages.
	Displays the next page.
	Goes to the next 10 pages.
	Draws a user's attention to items that he/she owns and that require viewing.
	Indicates a new or modified item.
	Indicates that the Disqualification Questions functionality is enabled.
	ACE Candidate icon. Identifies top candidates, those who meet all required criteria.
	Indicates the most advanced progression status of a candidate on other requisitions across all positions where the candidate is being considered.
	Indicates that a candidate is in at least one selection process.
	Indicates that a file was attached.
	Indicates that the candidate is internal, that he/she already works for your organization.
	Indicates that the candidate was referred by a colleague.
	Indicates that the candidate is new in the selection process.
	Indicates the number of candidates who applied on a requisition.
	Indicates a registered person file. The Registered Person icon is also known as the Ghost icon. A registered person is created in the following circumstances: A candidate creates a user name and password on a career section and signs out immediately. This candidate would show as Identification Missing. A candidate creates a user name and password on a career section and provides some personal information via My Account Options instead of providing the information via an application flow. An unknown candidate makes a referral. A referred candidate has not completed the action of applying for the job referred to. A user with an SSO ID accesses an SSO internal career section but does not have a candidate account. When using the career section preview functionality, if the SSL security setting is enabled, the user will be automatically signed in on the career section. If the user does not have a candidate profile, the system will create one. To remove the Registered Person icon: Have the candidate complete the general profile application flow from a career section. Or, Have the candidate complete a job-specific application flow from a career section. Or, Capture the candidate in the Recruiting Center.
	Indicates the number of candidates who received a job posting notification.
	Indicates that a requisition requires the recruiter/hiring manager's immediate attention.
	Prevents users from posting a requisition.
	Indicates that the daily recruiting report function has been activated for that requisition.
	List format configuration.
	Online help.
	Clips
	Indicates a comment.
	Print function.
	Filtering section.
	Folder management section.
	Talent pool section.
	Calendar.
	Add comments.
	File in a folder.
	Find similar candidates.
	Match candidates.
	Merge candidate files.
	Share information about a candidate.
	Candidate referred by an agent.
	Diagnostic tool for requisitions.
	Duplicate a requisition.
	Save requisition as a template.
	Create a search query based on a requisition.
	Delete a requisition.
	Changes the candidate's status to the next appropriate status.
	Changes the candidate's status to Rejected.
	Changes the candidate's status to Under consideration.
	Candidate progression status - New
	Candidate progression status - Reviewed
	Candidate progression status - First Interview
	Candidate progression status - Second Interview
	Candidate progression status - Third Interview
	Candidate progression status - Testing
	Candidate progression status - Offer
	Candidate progression status - Hired
	Candidate progression status - Pipeline
	Candidate progression status - Contact

My Setup and Personal Preferences

Personal Preferences

Recruiting Center users can set certain elements of the application according to their personal preferences.

Users can set personal preferences such as personal information, contact information (address, email), password, person to whom tasks can be delegated, frequent collaborators, frequent approvers, display preferences. Users can also override options that were previously configured by the system administrator to fit their personal preferences.

Personal preferences are set in My Setup, which is available under the Resources link in the auxiliary navigation bar. For a list of options that can be modified, see Personal Preferences Options.

Personal Preferences Options

The table presents options and preferences that can be modified in the My Setup page.

Element	Description
General
Personal Information	Prefix First Name Middle Name Last Name Suffix Employee ID Title Department Name
Contact	E-mail address Fax Number Work Phone Number Cellular Phone Number Pager Number Home Phone Number
Address	Address State/Province Zip/Postal Code Country
Account	User Name Password Task Delegation
Preferences
General	Enable eShare Email for Response Center Access Distance Unit Correspondence Language Content Language Time Zone Workflow Event Notification Fax Notification Default Theme Default Text Size Selected Item Color Accessibility Features
Search	Last Update Place of Residence
Candidates	Identifier Content Sorting Key Display candidates on first CSW step Candidate List Content Tab displayed when accessing a candidate file in navigation Tab displayed when accessing a candidate file from a list
Requisitions	Default Hiring Manager Default Recruiter Requisition File Automatic Filling Preferred Non-Electronic Media Display Question Details in Libraries
Frequent Collaborators
Frequent Collaborators	Individuals who are frequently requested to act as collaborators.
Frequent Approvers
Frequent Approvers	Individuals who are frequently requested to approve requisitions and offers.

Color Theme

The theme is the color used for the core navigation bar in Oracle Talent Acquisition Cloud (OTAC) products.

The table presents the available color themes.

Taleo
Aqua
Sand
Ice
Silver
Skyros

The Skyros theme is available for Oracle Talent Acquisition Cloud (OTAC) products. The Skyros theme is the default theme for new customers. The Skyros theme provides a blue header. Because of the blue header, organization logos that have a white background are not recommended for use with this theme.

A default theme is selected by system administrators. However, Recruiting Center users can modify the default theme in their user preferences (Resources > My Setup > Preferences tab).

Selected Item Color

Color displayed when selecting elements in the user interface.

The following colors are available:

• Green

• Soft blue (default)

• Yellow

• Blue (inverted)

• Dark (inverted)

The Dark (inverted) color is a high contrast color scheme for visually impaired users.

A default color is selected by system administrators. However, Recruiting Center users can modify the default color in their user preferences (My Setup > Preferences tab).

Screen Resolution

The recommended screen resolution for the page layout is 1024 x 768.

To hide or show the right or left pane, users simply have to click the Hide/Show Supporting Tools icon available in the corresponding pane.

Languages

Understanding Languages

Oracle Talent Acquisition Cloud (OTAC) products are available in different optional languages.

Not all languages are available for all OTAC products. Languages must be activated by the system administrator before they can be used in an application.

There are several concepts around languages:

The application language is the language used for a product. This is the language selected by the user when signing in the OTAC suite. The language selected defines the language of every UI labels and elements of the product.

The content language is the language of a specific entity. The content language is selected when creating an entity. For example, it is possible to create a requisition in French even when using the Recruiting Center in English. The content language of a user is set in the user's account by the system administrator. However, a user can change this default content language under My Setup > Preferences > Content Language. The preferred content language is used by the system as the default content language which is the same across all OTAC products. If a product does not support the same set of content languages, it will have its own preference configuration.

The correspondence language is the language used for email messages. The correspondence language of a user is set in the user's account by the system administrator. However, a user can change this default correspondence language under My Setup > Preferences > Correspondence Language.

In Oracle Talent Acquisition Cloud (OTAC) products, the languages in which an element (for example, a requisition) is available are indicated in the Activated Languages field. When creating or editing an element, the user can choose a base language as well as languages in which the element will be available. The base language of an element is the item's reference language, usually used as a reference for other languages or fallback display in list mode. The user's preferred content language is used as the default base language when the user creates an element. The base language of an element can be changed at any time by the user. A language must be activated before it can be designated as a base language.

When an element is available in one language, the name of the language is displayed in the list; for example "en". When only one language is used within a company, there is no special indicator. When an element is available in several languages, the Earth icon is displayed. Hovering the mouse over the icon displays the languages in which the element is available.

Setting My Preferred Content Language

A setting allows the activation of this feature.

A user type permission grants users access to this feature.

1. In the auxiliary navigation bar, click Resources, then My Setup.

2. In the Preferences tab, click Edit.

3. Select the desired language in the Content Language drop-down list.

4. Click Save.

When creating a requisition or candidate file, the file will be created in the selected preferred language.

Setting My Preferred Correspondence Language

A setting allows the activation of this feature.

A user type permission grants users access to this feature.

1. In the auxiliary navigation bar, click Resources, then My Setup.

2. In the Preferences tab, click Edit.

3. Select the desired language in the Correspondence Language drop-down list.

4. Click Save.

When creating a message, the message will be created in the selected correspondence language.

Selecting the Base Language

Language must be active.

If only one language is activated, the base language option is not displayed.

1. Edit an element.

2. In the Activated Languages drop-down list, select Configure.

3. Select the Base option for the desired language.

4. If necessary, select Active in the Status drop-down list.

5. Click Save.

The word Base appears next to the language in the Activated Languages drop-down list.

Activating Languages for an Element

1. Edit an element.

2. In the Activated Languages drop-down list, select Configure.

3. Select one or several language.

4. For each language, select Active in the Status drop-down list.

5. Click Save.

Activated languages will be displayed in the Activated Languages drop-down list.

Deactivating a Language

The element must be in Edit mode and the language must not be the base language.

1. Open an element.

2. Select Configure next to the Language drop-down list.

3. For each language, select Not Used in the Status drop-down list.

   If the language to deactivate is the Base language, you will need to select another active language as the base language.

4. Click Save.

Selected languages no longer appear in the Language drop-down list of the element.

Supported Languages

The languages supported for Oracle Talent Acquisition Cloud products as well as specific features are listed below. For details regarding language availability for Oracle Learn Cloud and Oracle Taleo Business Edition, see the documentation for those products.

• Scheduling Center: All listed languages are supported except Portuguese (Portugal).

• Assessment: All listed languages are supported except Indonesian (Bahasa).

• OBIEE: All listed languages are supported except Indonesian (Bahasa), Lithuanian, Malaysian (Malay), Serbian, Slovenian.

Language	Locale	Recruiting and Onboarding	Performance	Mobile	Sourcing	Resume Parsing
Bulgarian	bg	Available	Available
Chinese (China)	zh_CN	Available	Available	Available	Available
Chinese (Taiwan)	zh_TW	Available	Available	Available	Available
Croatian	hr	Available	Available
Czech	cs	Available	Available		Available
Danish	da	Available	Available
Dutch	nl	Available	Available	Available	Available	Only Personal Details extraction, not full resume
English	en	Available	Available	Available	Available	Full resume extraction available
English (U.K.)	en_GB	Available	Available	Available	Available	Full resume extraction available
Finnish	fi	Available	Available		Available
French (Canada)	fr	Available	Available	Available		Full resume extraction available
French (France)	fr_FR	Available	Available	Available	Available	Full resume extraction available
German	de	Available	Available	Available	Available	Full resume extraction available
Greek	el	Available	Available
Hungarian	hu	Available	Available		Available
Italian	it	Available	Available	Available	Available	Only Personal Details extraction, not full resume
Indonesian (Bahasa)*	in	Available	Available	Available
Japanese	ja	Available	Available	Available	Available
Korean	ko	Available	Available	Available	Available
Lithuanian*	lt	Available	Available
Malaysian (Malay)*	ms	Available	Available
Norwegian	no	Available	Available		Available
Polish	pl	Available	Available	Available	Available
Portuguese (Brazil)	pt_BR	Available	Available	Available	Available	Only Personal Details extraction, not full resume
Portuguese (Portugal)*	pt	Available	Available		Available
Romanian	ro	Available	Available		Available
Russian	ru	Available	Available	Available	Available
Serbian*	sr (sh)	Available	Available
Slovak	sk	Available	Available		Available
Slovenian*	sl	Available	Available
Spanish (Worldwide)	es	Available	Available	Available	Available	Only Personal Details extraction, not full resume
Swedish	sv	Available	Available	Available	Available
Thai	th	Available	Available		Available
Turkish	tr	Available	Available		Available

Lists and Filters

List Usage

Several tools are available to manage requisition and candidate lists.

List Filtering: Several filters are available to filter information in a list:

• quick filters: filter a list according to selected criteria.

• advanced filters: filter a list using an expansive set of filtering criteria.

• show filters: filter a list using ownership, collaboration or status criteria.

Actions Directly in the List: Several actions can be performed directly in a list. A contextual action menu is available in the Requisitions list, Requisition Templates list, and Candidates list. To display the list of actions, users simply have to click the Access Contextual Actions icon next to the file title. See Actions Available Directly in a List.

Column Sorting: Columns in a list are sortable by clicking on the column header. Columns made of a user-defined field are also sortable. An up or down arrow is displayed in the column header to indicate a descending or ascending sorting order.

Column Drag and Drop: Columns in a list can be moved on the page using a drag and drop action. Changes in columns are kept during the user's session.

Column Width: It is possible to enlarge or reduce the width of columns in lists. Changes in columns are kept during the user's session.

Wrapped Text: Text is wrapped in every column, except for the Candidate Record Identifier column.

Column Header and Row Colors: When a cursor passes over a column header or column row, the element is highlighted in light blue. When clicking on a column header to sort elements or when selecting one or several rows, the elements are highlighted with a dark color.

Candidate Count Column: The Candidate Count column indicating the number of candidates who applied on a requisition is available on the left of the list to make it easier and faster for users to get to the list of candidates.

Callouts: A callout is a small window or bubble containing information on an element. To see information contained in a callout, users must place their mouse over the element. See Callout.

Candidate Bulk Actions: The following actions can be performed for 1000 candidate files at a time:

• All candidate selection workflow actions such as move, change step and status, add comments, enter grade, revert, bypass, reject candidate, candidate has declined, hire, etc.).

• All queue and route actions.

• Delete and undelete.

• Start and/or cancel Legacy Onboarding processes.

• Start and/or cancel Onboarding (Transitions) processes such as New Hire or Pre-Hire processes.

• Share.

• Match.

The share and match bulk actions are delayed scheduled actions if the following requirements are met:

• For the Share action if (number of candidates) * (number of recipients) >= 10.

• For the Match action if (number of candidates) * (number of requisitions) >= 10.

When the action is delayed, a new task is scheduled for immediate execution. The execution of the action depends on the scheduler's load. As a general rule, the action is executed a few minutes after the task is created.

The processing of actions by the system is done in groups of 20 and is committed within that group of 20.

For example, if a recruiter wants to hire 21candidates on a requisition and the requisition only has 20 positions available, the system will hire the first 20 candidates and commit the data. Once candidate 21 is processed, the system will fail and will display a message to the recruiter indicating that he/she cannot hire the last candidate because there is no longer any positions available. If the recruiter needs to undo the first 20 hired transactions, he/she will have to do it manually.

The Send Correspondence is limited to 150 candidates at a time. For the Print action, a maximum of 50 candidate files and 15 requisition files can be printed at a time.

Maximum Number of Rows Displayed in a List: To maintain good performance, a limit has been set to display results in a list.

	Maximum number of rows returned	Results displayed if the maximum number of rows returned is exceeded	Results are sorted if not all rows can be displayed	Scrollbar available
Requisitions List	1000	Yes (but, no indication that the results exceeded the limit)	Yes. A system sort is applied using the last modification date. The user can then perform a sort on the 1000 requisitions.	Yes
Candidates List	1000	No (but a message indicates to filter the list)	No	Yes
Job-Specific Candidate List	1000	No (but a message indicates to filter the list)	The user can perform a sort.	Yes
Automatic Candidate Pooling List	300	Yes (but, no indication that the results exceeded the limit)	No	Yes
Advanced Search Results List	300	Yes (but, no indication that the results exceeded the limit)	No	Yes
Offers List	1000	No (but a message indicates to filter the list)	No	Yes
Selectors (such as Organizations, Locations, Job Fields, Employers, Institutions, etc.)	1000	Yes (but, no indication that the results exceeded the limit)	Alphabetical sort	Yes

Actions Available Directly in a List

Recruiting Center users can take actions on files directly from a list without having to open the file first.

These actions are available using the Access Contextual Actions icon next to the file title.

Actions available for the candidate files, requisition files and requisition templates are listed in the table.

Actions for Candidate File	Actions for Requisition File	Actions for Requisition Template
Edit	Add Comments	Edit
File in a folder	Allow Posting	Create Requisition...
Find similar candidates	Amend Approval Path	Duplicate this template
Match...	Cancel Requisition	Print...
Print...	Create Requisition...
	Decide on Approval
	Delete
	Duplicate this requisition
	Edit
	Fill
	Posting and Sourcing...
	Prevent Posting
	Print...
	Put on Hold
	Reactivate
	Reopen Requisition
	Request Approval
	Request Approval Path Amendment
	Request Contribution
	Request Sourcing Configuration
	Return my Contribution
	Save as Open
	Send an approval request reminder
	Terminate Approval Process

Candidate Lists Exceeding 1000 Candidates

In a job-specific candidate list, the list filtering capabilities can handle mass applicant volumes.

When viewing candidates who applied on a requisition, if more than 1000 candidates match the filter(s) selected, Recruiting Center users are prompted to narrow down the list. Two solutions are available:

• use quick filters to narrow down the list of candidates, or

• choose the "View First 1000 Candidates" option.

When selecting the "View First 1000 Candidates" option, the user is brought to the list of candidates and the first 1000 candidate files are displayed. Candidates will be presented initially in descending order, beginning with the candidate who most recently applied. Anytime a new quick filter criterion or list sort action is applied, the list will refresh considering the entire set of applicable candidates. In the case of list sorting, this means a different list of 1000 candidates may be returned. In the case of applying filters, this link may or may not appear again depending on whether the list is still greater than 1000 candidates. To view the entire list, use the Step/Status filters and disposition candidates out of the quick filter view being used. This way the entire list can be accessed and reviewed.

When using the "View First 1000 Candidates" option, users should place candidates into a Step/Status other than New/New so that they can continue to access the first 1000 new files using this feature by reapplying the filter and continuing to successively go thought the list.

If needing to reject more than 1000 candidates at one time, users should not put them all into the Rejected status and then try to perform this action because the list will not easily render. Instead, if sending manual reject correspondence, users should send them prior to putting candidates into the Rejected status.

Note: Users cannot use advanced filters until there are at least some candidates displayed in the list. Therefore, advanced filters cannot be used to do the initial list filtering.

Prerequisites to this feature are:

• More than 1000 candidates have applied on a requisition.

• Quick filters in use do not narrow the list below 1000 candidate files.

This feature is only available for job-specific candidate lists. It does not apply to:

• Search results: This view shows a maximum of 300 candidates.

• Folders: When more than 1000 files exist, users need to use quick filters to narrow down the list.

• Candidates List: When more than 1000 files exist, users are prompted to narrow down the list. Users can use quick filters, or they can view candidates that applied on specific requisitions (one requisition at a time), or they can use the advanced search or quick search if looking for a specific candidate.

Candidate File Identifier

The candidate file identifier is used to specify which candidate-specific information is presented in the Candidate column of candidates lists.

The candidate file identifier can provide the following information in the form of text or icon:

• Candidate name (first name, last name, middle initial)

• Identification number

• Ace Candidate icon

• Internal Candidate icon

• In Selection Process icon

• Referred Candidate icon

The Candidate column is always displayed in candidates lists. System administrators are responsible of defining which information will appear by default in this column. However, Recruiting Center users can modify the default set by their system administrator via their personal preferences available under My Setup.

List Formats

List formats allow the display of candidate and requisition information within columns.

Default candidate and requisition list formats are provided with the application. However, system administrators can create new list formats to better suit their organization needs.

List formats are available in the List Formats page. Recruiting Center users can select (among the list formats made available by their system administrator) the list format they wish to use to display candidate and requisition information . They can also create up to three list formats and select columns to display specific information (if permissions were granted). Columns available to choose from have been previously defined by system administrators.

Creating a Personalized List Format

A user type permission grants users access to this feature.

1. In the Requisitions or Candidates list, click the List Format Configuration icon.

2. Click the Edit icon next to Personal Format 1, 2 or 3.

3. Provide a name for the list format.

4. Select the check box next to the columns you want to activate.

5. Specify how you want files to be sorted.

   1. To select one sort criterion, click in the Sort By column next to the desired column name.

   2. To select a second sort criterion, click in the Then By column next to the desired column name.

   3. To select a third sort criterion, click in the second Then By column next to the desired column name.

   4. To select ascending or descending sorting order, click the triangle icon repeatedly.

   5. To disable sorting for a specific column, click the triangle icon again. The triangle icon disappears.

   6. To modify the order of the columns selected, use the arrows.

6. Click Save.

Editing a Personalized List Format

A user type permission grants users access to this feature.

1. In the Requisitions or Candidates list, click the List Format Configuration icon.

2. Select a personal format then click the Edit icon.

3. Make necessary changes.

4. Click Save.

Deleting a Personalized List Format

A user type permission grants users access to this feature.

1. In the Requisitions or Candidates list, click the List Format Configuration icon.

2. In the List Formats window, select a personal list format then click the Delete icon.

Changing the Candidate List Sorting Key

A setting allows the activation of this feature.

A user type permission grants users access to this feature.

1. Click My Setup located in the Resources drop-down list of the auxiliary navigation bar.

2. Click the Preferences tab.

3. Click Edit.

4. Select the desired value in the Sorting Key drop-down list.

5. Click Save.

Quick Filters

Quick filters help Recruiting Center users to quickly filter a list down to relevant information.

Quick filters are displayed on the left panel of a page and are available in the following lists:

• Tasks

• Requisitions

• Candidates

• Offers

• Requisition Templates

• Questions

• Interview Questions

• Disqualification Questions

• Competencies

• Evaluation Categories

• Evaluation Questions

• Evaluation Questionnaires

By default, quick filter categories are collapsed and only display selected filtering criteria. When a filter category is collapsed, you can remove a criterion by clicking the Remove icon to the selected criterion. When a filter category is expanded, you can remove a criterion by clearing the criterion.

When no quick filter is selected, the list displays all available entries. As soon as one filter is selected, it is automatically applied to the list and the list refreshes according to the selection made. Users do not need to refresh the list. For example, in the Requisitions list, if the "Status - Open" quick filter is selected, only open requisitions are displayed in the list.

Several quick filters can be applied at a time. Some quick filters have a Refresh icon to refresh the related list. Also, when entering data in more than one field and clicking the Refresh icon or pressing the Enter key, the refresh action takes into account the data entered in all the fields.

Note: When applying Organization, Location or Job Field quick filters, select the desired value and then click into another field in the quick filter area to get the list to refresh with the criteria applied.

Quick Filters in the Requisitions Lists

Quick filters are available in requisitions lists and mini requisitions lists.

Quick filters in the requisitions list:

• Primary Location

• Organization

• Job Field

• Status

• Requisition Title

Note: The Status quick filter is considered a multi-select within the same field and acts as an OR filter. For example, when selecting the Draft and Open status filters, the user will see all requisitions that are either in Draft or Open status.

Quick filters in the mini requisitions list:

• Primary Location

• Organization

• Job Field

Quick Filters in the Candidates Lists

The table presents the quick filters available in different candidates lists.

Quick Filter	All Candidates by Requisition	All Candidates By Folder	All Candidates By Offer	Requisition Specific Candidate List	Search Results - Quick or Advanced	List of automatically pooled candidates
Candidates - Internal	Yes	Yes	Yes	Yes	Yes	Yes
Candidates - Referred	Yes	Yes	Yes	Yes	Yes	Yes
Candidates - Requiring Attention	Yes	Yes	Yes	Yes	Yes
Candidates - In selection Process	Yes	Yes
Candidates - Active on Current Requisition	Yes			Yes
Candidates - Active on concurrent requisition	Yes			Yes	Yes	Yes
Candidates - Exclude disqualified	Yes			Yes
Candidates - New in selection process	Yes			Yes
Submissions - Submission completed	Yes			Yes
Submissions - Meet required criteria	Yes			Yes
Submissions - ACE	Yes			Yes
Submissions - Assets Met	Yes			Yes
Submissions - Results between %	Yes			Yes
Submissions -Creation Date	Yes			Yes
Submissions -Completion Date	Yes			Yes
Submissions - Last Activity Date	Yes			Yes	Yes	Yes
Submissions - Step	Yes			Yes
Submissions -Status	Yes			Yes
Submissions -Employer	Yes	Yes		Yes	Yes
Submissions -Program	Yes	Yes		Yes	Yes	Yes
Submissions - Radius						Yes
Requisitions - Status	Yes
Requisitions - Organization	Yes
Requisitions -Primary location	Yes
Requisitions - Job Field	Yes
Requisitions - Requisition ID	Yes
Folder Name		Yes
Offer Status			Yes
Shift					Yes	Yes
Offer Dates: Creation, Start, Approval, Expiration & Acceptance			Yes
Note: Candidates quick filters are considered a single select on different fields and the AND operator is used between filters. For example, when selecting the "Internal" and "Referred candidate" filters, the user will only see the candidates that are both Internal and Referred. Note: The Candidates - Active on Current Requisition filter will display any candidates in an active step/status (excluding any that are in a rejection, decline, or in hire step/status). The Candidates - In selection Process filter will display any candidates in an active step/status (excluding any that are in a rejection, decline, or in a hire step/status) and not flagged as disqualified based on disqualification questions.

Quick Filters in the Offers List

Quick filters are available in the offers list.

Quick filters in the offers list:

• Status

  • Accepted

  • Approval in Progress

  • Approval Rejected

  • Approved

  • Canceled

  • Draft

  • Extended

  • Has Declined

  • In Negotiation

  • Offer to be made

  • Refused

  • Rejected

  • Reneged

  • Rescinded

• Creation Date

• Start Date

• Approval Date

• Expiration Date

• Acceptance Date

• Candidates

  • Internal

  • Referred

  • Requiring attention

  • Most advanced progression status

Quick Filters in the Tasks List

The table presents quick filters available in the Tasks list.

Quick Filter	Description
Requiring attention	Displays tasks that have the Item Requiring Attention icon. Self-assigned tasks are the only type of tasks that do not have an Item Requiring Attention icon because it is always the assignee who creates the task.
Hide completed tasks	Removes tasks that have the Completed status.
Due date	Displays tasks for which the due date matches the selected value (All, Next Week, Today, Overdue). When the option "Exclude task without due date" is selected, tasks without a due date will not appear in the list.
Task type	Displays the type of task selected. If no task type is specified, all task types appear in the list.
Related to Candidate	Displays tasks related to the selected candidate.
Related to Requisition	Displays tasks related to the selected requisition.
Related to Assignee	Displays tasks related to the selected user.

"Tasks assigned to me" filter

The "Tasks assigned to me" filter was created to eliminate the confusion of mixing tasks that users own with tasks that users might not own, but are for requisitions they own.

The "Tasks assigned to me" filter is available in the Tasks list and Tasks channel. In the Tasks list, the filter is available in the "Show tasks for requisitions:" drop-down menu. It is the default value when accessing the Tasks list. In the Tasks channel, the "Tasks assigned to me" link brings users to the Tasks list which displays tasks assigned to them.

In the Tasks channel, when a task is clicked under Self-assigned Tasks, users are brought to the Tasks list. The "Tasks assigned to me" value in the Tasks list is selected by default no matter what the "Show the following information" filter on the home page is set to.

In the Tasks channel, when a task is clicked under Requisitions, Candidates, Offers, etc., users are brought to the Tasks list and the value in the "Show tasks for requisitions:" filter is identical to the value selected in the "Show information for requisitions:" filter of the home page. Example: If "I own" is selected in the home page, then "I own" will be selected by default in the "Show tasks for requisitions:" filter of the Tasks list. If a group is selected in the "Show information for requisitions:" filter on the home page, then the same group will be selected in the Tasks list.

Note: The Default Value for the Show Information Filter setting that can be set in a configuration profile has no effect on the Tasks list view and the Tasks channel view.

Advanced Filters

Advanced filters help Recruiting Center users to filter lists using an expansive set of filtering criteria.

Both requisitions and candidates lists have an Advanced Filters button in the left panel, at the very bottom of the Quick Filters panel. Recruiting Center users can select several advanced filter criteria to filter a list. Once criteria are selected, the criteria are presented to the user across the top of the screen with a Remove icon next to the criteria. When clicking the Remove icon, the criteria is removed and the list is dynamically updated according to the updated criteria set. User-defined fields can also be available as filtering criteria.

Advanced filters are filtering on an already filtered list, that is whatever advanced filter criteria is selected, the list will be filtered based on what is already displayed in the list.

Example: A user filters a requisitions list using the "Pending", "Open" and "On Hold" status quick filters (he does not select the Draft status filter). The user then applies the advanced filter "Status Details/Draft". The list will display "No matches found". In this example, the system first displays all requisitions except Draft ones. Then, from the results displayed by the quick filters, the system finds those requisitions that are draft.

When using advanced filters for which words must be entered, users can enter partial words. For example, a user could filter a candidate list with candidates whose first name starts with "cath". The system would retrieve candidates whose first name is "cathy", "catherine" or "cathia".

Advanced Filter - Keyword

When using the Keyword advanced filter in a requisitions list, the system looks through this content of the requisition file:

• Requisition number

• Requisition title

• Requisition title by manager

• Requisition internal description

• Requisition external description

• Job board summary description

• Internal qualifications

• External qualifications

• Abstract

• Additional information

• Department

• Position

• Requisition/Job Information UDF

• Offer UDF

• Department UDF

Filtering Candidates Based on their Place of Residence

Recruiters can filter a list of candidates based on the distance between the candidate's place of residence and a central point, either a zip/postal code or a location.

The Place of Residence advanced filter is available for candidate lists and requisition-specific candidate lists.

Only one place of residence filter can be used at a time. If you add a filter criterion while one was already selected, the new filter will replace the one previously selected. It is possible however to combine multiple place of residence filters when using an exact location. For example, you could select the filters United States > California and United States > Nevada.

When using radius filtering, the Miles or Kilometers distance unit is displayed according to the user's preferences (Path: Resources > My Setup > Preferences > Default Distance Unit).

Place of Residence - Country, State or Region

When selecting the Country, State or Region option, the location selector displays reference locations.

When selecting a country and state region, the candidate list will be filtered to only show candidates whose place of residence is set to that specific country and state.

When selecting a region, the candidate list will be filtered to only show candidates whose place of residence is set to that specific region or within a specific distance of the selected region.

When selecting a region (with no radius), the candidate list will be filtered to show candidates whose place of residence is set to that precise location or to a location that is lower in the hierarchy of that location (lower level). For example, if the selected location is "United States > California", candidates whose place of residence is set to "United States > California > Anaheim" will also be displayed.

Place of Residence - Location

When selecting the Location option, the location selector displays customer's locations.

When selecting a location, the candidate list will be filtered to only show candidates whose place of residence is within a specific distance of the selected location.

Place of Residence - Zip/Postal Code

The Zip/Postal Code option is used to specify a zip code or postal code as well as the country to which this code belongs to filter the candidate list to only show candidates whose place of residence is within a specific distance of the zip/postal code.

If an invalid zip/postal code is entered or if the system cannot perform a radius filtering for the selected country, an error message will be displayed inviting the user to select a different country or zip/postal code.

Note: When a user enters a location and a radius, the location's geo-code (that is, the latitude and longitude) is calculated and the radial distance is used to find the geo-boundary. Once the geo-boundary is calculated, the filtering is done based on whether the candidate's place of residence is within this area, with the help of the geo-code of the candidate's place of residence. If a candidate's place of residence does not have a geo-code (the place of residence is set to a country or state), this candidate will not be displayed.

Show Filters

The Show information for filter allows Recruiting Center users to filter information displayed in a list using ownership, collaboration or status criteria.

The Show information for filter can appear in the home page, the Requisitions list, Candidates list, Tasks list, Offers list, etc.

The Show filter:

• Can be configured to be displayed everywhere except on the home page.

• Can be configured to be displayed everywhere including the home page.

• Can be hidden.

Values appearing in the Show filter depend on the permissions granted to the user and on the configuration of the application. Available values are the same for all three pages where the Show filter can appear. Possible values are:

• ... I own

• ... I collaborate on

• ... I own or collaborate on

• ... in my coverage area, I own or collaborate on

• All

For example:

• If a user's permissions does not allow the user to see requisitions he/she does not own, the user will only see the "I own" value.

• If a user's permissions allow the user to see requisitions he/she does not own BUT the collaborator feature is not available in the company, the user will not see the following values related to the collaborator feature: "I own or collaborate on", "I collaborate on" and "in my coverage area, I own or collaborate on".

• If a user's permissions allow the user to see requisitions he/she does not own AND the collaborator feature is available in the company, the user will see the following values related to the collaborator feature: "I own or collaborate on", "I collaborate on" and "in my coverage area, I own or collaborate on".

When displaying the Candidates list, a check box called Include inactive requisitions since appears just underneath the Show filter. Selecting this check box will add to the Requisitions list the Deleted, Canceled and Filled requisitions.

Basic Concepts

Application Time-out

A security feature warns users when the application has not been used for more than thirty minutes even if a user is still signed into the application. When the time-out delay is reached, a message notifies users that the time-out delay for the application is imminent.

Two scenarios are possible:

• User takes action: When the application has been idled for thirty minutes, a message notifies the user that the application requires attention. Clicking "Access the application" directs the user to the application. When the user accesses the application, he/she can reset the application and a message indicates the remaining time before the session expires.

• User does not take action: If the user does not reset the application within the defined delay, a message is displayed, indicating that the user has been signed out of the application and has to sign in again to use the application.

The time-out delay is set by default to thirty minutes. The reminder displayed before time-out is set by default to ten minutes before time-out.

Concurrent Management

Concurrent management ensures that only one user can edit a given element at a time.

Concurrent management applies by default to requisitions and requisition templates.

If you try to open a requisition that another user is editing, a message appears indicating that you have read-only access. You cannot edit the requisition until the other user closes it. Same thing with requisition templates. If a user applies a template to a requisition while the template is being edited, the last-saved version of the template in the database will be used.

Print

The print functionality allows Recruiting Center users to create a PDF version of a requisition file or candidate file and to print the PDF.

The print function is available in the candidates list and requisitions list as well as within candidate files and requisition files. When using the print function, users can decide to print the content in a list format where information is presented in different columns, or they can choose to print the details of the file where content is presented into sections.

• When users are printing the content in a list format, the content of the file is presented in different columns and the content of each file is displayed in a row. The format of the list (that is, the columns used to display the information) is identical to the requisition or candidate list format used. A maximum of 1000 lines can be printed in the list.

• When users are printing the details of the file, all sections of the file or only specific sections can be printed. For example, a user can choose to print from a candidate file only prescreening and basic profile information. Sections selected by a user when using the print function are saved as defaults for the next print action, but blocks selected within the main submission file section are not. Also, sections available to a user are based on how the file is configured and on user permissions. This means, if a system administrator wanted to allow users to more precisely control what is printed, he/she can do this by increasing the sections in the file layout. For candidate files, a maximum of 50 files can be printed. For requisition files, a maximum of 15 files can be printed.

When printing candidate files:

• Attachment content is included within the generated PDF, along with the candidate information. When clicking the Print icon, users can select the type of attachments they wish to include in the generated PDF. These attachments are part of the generated PDF, along with the candidate information. Three options are available: Most recent flagged resume, Visible by candidate (Excludes flagged resume), Not visible by candidate (Excludes flagged resume).

• A Table of Contents is available in the generated PDF so that users can easily navigate through the candidate files. Clicking the Bookmarks icon in the PDF will display the Table of Contents.

• Print candidate actions are tracked in the candidate file History tab.

When using the print functionality, only fields containing data are visible in the view/print mode; this means fields with no data will not be rendered when printing. The PDF generated by the print function is identical to the data presented to the user for the selected sections while looking at the information in view mode.

When selecting one or several candidate files in a candidates list or requisition-specific candidate list in order to print them, the Submission file is printed. When selecting one or several candidate general profiles in a search results list or folders list, the General Profile file is printed.

Regarding tracking information in the candidate file History tab, the system displays the 1000 most recent tracking items no matter if printing 1 or 50 candidate files. Therefore, if printing one candidate file, the 1000 most recent tracking items are displayed. If printing five candidate files for example, 200 tracking items are displayed per candidate. For a given candidate, when the maximum is reached, the following message is displayed: "The history contains the {0} most recent items".

Note: When printing a candidate file and the Candidate Share mode (Flipbook) is enabled, it is possible to include attachments in the printed document, as long as the user is choosing to print 50 candidates or less. When printing a candidate file and the Candidate Share mode (Flipbook) is not enabled, it is not possible while printing to include the name of candidate facing attached files. Attachments appear in the Attachments tab; they are not part of the candidate file and they are not printed with the file.

Attachment

Files can be attached to requisitions and candidate files.

The following file formats are supported by the system. System administrators define which formats are available to users.

• Any File Format

• Excel (.xls and .xlsx)

• Hypertext Markup Language (.htm and .html)

• OpenOffice Writer (.odt)

• Portal Document Format (.pdf)

• Rich Text Format (.rtf)

• Text (.txt)

• Word (.doc and .docx)

• Word Perfect (.wpd)

• Zip Format

When attaching a file to a requisition, the attachment appears in the requisition file Attachments tab. The attachment can be shared with approvers and users having access to the requisition.

When attaching a file to a candidate file (general profile or job submission), Recruiting Center users can indicate if the attachment will be visible to the candidate. They can also indicate if the attachment is a candidate resume. The Resume column in the Attachments tab allows users to easily view which attachments are resumes. Once a file is tagged as being a resume, users can remove the Resume tag by clicking the Edit button in the Attachments section and selecting No. Files attached through the resume parsing feature are automatically marked as being resumes.

Recruiting Center users can view candidate attachments of type .docx or .odt directly from a browser without having to download and open the file with a native application. In the candidate file Attachments tab, when users click an attachment of type .docx and .odt files, the attachment is converted into HTML and can be viewed directly from a browser. HTML conversion for these other document types is still supported:

• Excel (.xls and .xlsx)

• Hypertext Markup Language (.htm and .html)

• OpenOffice Writer (.odt)

• Portal Document Format (.pdf)

• Rich Text Format (.rtf)

• Text (.txt)

• Word (.doc and .docx)

History Tracking

The History tab presents useful tracking details on actions performed on different elements.

A History tab is available in candidate files, requisition files, competencies, questions, and disqualification questions. The History tab displays read-only content except for the History tab of the candidate file. See Candidate File History.

Depending on which part of the application the History tab is displayed, the information provided will vary.

The table presents information available on the History tab of requisitions, competencies, questions, and disqualification questions.

Information	Description
Date	Date when an event occurred.
Type	Event or action performed on an element.
Comments	Comments entered by the user.
By	The "actor" (person or system) who performed the event.

The table presents information available on the History tab of candidate files.

Information	Description
Date	Date when an event occurred.
Events	When a candidate file is modified, either by the candidate or a user, an event to track this action is generated and is displayed.
Language	Language of the candidate file.
Details	Details about the event.
Comments	Comments entered by the user.
By	The "actor" (person or system) who performed the event.

A permission allows Recruiting Center users to view the content of deleted attachments in the History tab. When candidates provide attachments as part of their job application, your organization can remove these attachments. Your organization may decide to not provide access to these deleted attachments which are still visible in the History tab. If you have been granted the permission, you can click the attachment link in the History tab and view the content of deleted attachments. If you do not have the permission, you can see and click the attachment link but the system will display a message indicating that you do not have the permission to view the content of the deleted attachment.

Rich Text Editor

The Rich Text Editor enables users to edit and format text contained in competency definitions, correspondence, requisitions, requisition templates and review forms (definitions, sections and section items). Text formatted with the editor is presented to users in the TE applications with the specific formatting defined in the editor.

The Rich Text Editor contains standard text processing tools such as:

• cut, copy, and paste functions

• font types and sizes

• bold, italics, and underline

• text and background color

• left, right, and center alignment

• numbered and bulleted lists

• spell checker

Image or Link Insertion

Image or link insertion may only be available via the enlarged view of the editor, accessible when you first click the Enlarged View icon.

Spell Checker

The spell checker uses the application language, not the content language. The spell checker is available in several languages.

Internet Explorer 8

Users on Internet Explorer 8 may experience issues with the toolbar icons operating as expected. Users who experience this issue may either try viewing the page in Compatibility Mode, or use the Rich Text Editor in another browser such as another version of Internet Explorer or Firefox.

Copying and Pasting Text

When copying content from MS Word and pasting it in the Rich Text Editor tool, some reformatting may be required due to the complexities of mapping MS Word formatting to the Rich Text Editor. Capabilities supported by the Rich Text Editor tool are presented in the following table.

Item	Description
Bold	Full support for the bold style.
Italic	Full support for the italic style.
Underline	Full support for the underline style.
Heading styles and fonts	Heading styles as well as fonts used in heading styles are preserved. Fonts not used in heading styles are treated as a default normal style.
Font name (font face)	Font names (font faces) are generally preserved, even those that are not part of the Rich Text Editor's natively supported fonts (Arial, Comic Sans MS, Courier New, Tahoma, Times New Roman, Verdana).
Font size	The Rich Text Editor supports seven sizes. A "best guess" font size conversion is done by the system. Conversion of font sizes may not be accurate in some unspecified cases (depending on browser, MS Word version, etc.).
Text color	Full support for text color.
Text background color	Full support for text background color.
Hyperlinks	Full support for hyperlinks.
Bulleted and numbered lists	Lists should be created using the bullets, numbering and multilevel list features in MS Word. List types that do not conform to the recommended practice are not supported. The bullet type is preserved (bullet or number), but the symbol (circle, square, etc.) or notation (number, roman numerals, alphabetical) will be replaced by the browser's defaults. Numbering continuation between two distinct numbered lists is not supported. The color of the bullet is not preserved. Spacing around list blocks is browser-specific. Indentation level is preserved if made using the indent buttons. Custom indentations made using the MS Word ruler is not supported.
Line spacing	No line spacing information is preserved. All custom line spacing is converted to a single line. The only exceptions are: Headings: the line spacing is browser-specific. Lists: line spacing is browser-specific.
Images	Images are not supported and will not be included.
Tables	Table row and column dimensions are preserved. The presence or absence of borders is preserved. Colors are not preserved, default is black. Background and border colors are not preserved. Styles are not preserved, default is solid line. Custom widths are not preserved, default is 1px. Custom table and cell widths are converted to their pixel / percent equivalent. This conversion runs differently, based on the browser being used. This may result in discrepancies from the original table. Merged cells are preserved.

Recommended Practices for Constructing MS Word Documents to Minimize Reformatting Required When Pasting Content Into the Rich Text Editor

In general, the less complex the MS Word document is, the less reformatting a user will need to do when copying content from MS Word and pasting it in the Rich Text Editor. Below are some recommendations for creating MS Word templates.

Use the more common fonts that come with MS Word, such as:

• Arial

• Times New Roman

• Courier New

• Verdana

• Comic MS Sans

Avoid using images in the MS Word template documents, as they are not supported in the Rich Text Editor.

Avoid using the horizontal ruler to customize indent lines, as this type of formatting is not supported in the Rich Text Editor. Use the standard indent buttons.

Minimize the use of custom line spacing, as this is not supported in the Rich Text Editor.

Avoid using colored bullets in the MS Word template documents, as they are not supported in the Rich Text Editor.

Avoid using custom ruler indentation on bullets, as custom indentation on bullets is not supported in the Rich Text Editor. Use standard indent buttons.

Avoid mixing bullet types in the MS Word template documents, as mixed bullet types are not supported in the Rich Text Editor.

Create lists using the standard bullet types, numbering, multilevel list and indent features available in MS Word.

Statuses: Draft, Active, Inactive

A status indicates the current state of an item in the system. It allows users to create items without making them available right away and to remove an existing item from use without removing it form the database.

Items can have one of the following statuses:

• Draft: A Draft item can be modified. A Draft item cannot be used. It must be Active before it can be used.

• Active: When an item is Active, only the name and description can be modified. It is not possible to update the behavior of the item.

• Inactive: When an item is Inactive, only the status can be modified. The only possibility is to go back to the Active status.

A Draft item can become Active. An Active item can become Inactive. An Inactive item can become Active. However, an Active item cannot "go back" to the Draft status.

Callout

A callout is a small window or bubble containing information on an element.

Callouts are available throughout the application. To see information contained in a callout, users must place their mouse over the element.

No configuration is required for the callouts. If a user has access to a specific area based on permissions and that area has a callout, the user will be able to see the callout. If there is content that the user cannot see based on the user's permissions and the callout behavior, the field label will be displayed, but the field will be blank. For example, if a user does not have the permission to see the name of internal candidates, the user will still have access to the callout, but the name will show as blank for internal candidates.

The table presents callouts available in the product, fields available in each callout, where the callout is used, and if field security level and availability are taken into consideration.

Callout	Fields in the Callout	Where the Callout is Used	Security Level/Field Availability Impact
Attendee Callout	First Name, Last Name, Home Phone, Cellular Phone, Work Phone, Email.	In the Schedule an Interview tool.	None
CSW Callout	Step Name, Step Information.	In the Change Step and Status screen of the requisition-specific candidate list.	None
Requisition Callout - Small	Requisition Title (with an hyperlink to the file), Requisition ID, Activated Languages, Activated Features (such as ACE Alert, Daily Recruiting Report, Urgent Need, Prevent Posting).	In the Requisitions list and Tasks list (in the Requisition column). For security reasons, the requisition callout on the Tasks list will show the callout. However, there will be no access to the requisition for all tasks that are in the Approve Requisition or Approve Offer status for any users. The user can get access to view a PDF of the requisition from within the Approval screen.	None
Requisition Callout - Large	Requisition Title (with an hyperlink to the requisition file), Requisition ID, Status, Recruiter, Status Details, Hiring Manager, Primary Location, Requisition Type, Hired Candidates, Offers Accepted, Activated Languages, Activated Features (such as ACE Alert, Daily Recruiting Report, Urgent Need, Prevent Posting), Department.	In the Requisition Selector of the Match Candidates to Requisitions feature, the Offers list (in the Requisition column), the Requisition Title on the Candidate Job Submission page, the Requisition Title on the Candidate All tab (when grouped by Requisition).	None
Candidate Callout	Candidate Name (with an hyperlink to the file), Home Phone, Cellular Phone, Work Phone, Email.	In the Tasks list (in the Candidate column), the Offers list (in the Candidate column), the Search Results list, the requisition-specific candidate list, the Candidates list, the candidate submission list.	Field security level permissions and field availability are taken into consideration.
Candidate Comment Callout	Comment content.	In the candidate file History tab.	None
Requisition Comment Callout	Comment content.	In the requisition file History tab.	None
Task Callout	Task name (with an hyperlink to the file), Task Type, Assignment Date, Owner.	In the Tasks list (in the Task column).	None
Task Comment Callout	Comment content.	In the Tasks list (in the Comment column).	None
Submission Active/Inactive Callout	Requisition Title (with an hyperlink to the file), Step/Status, Comment.	In the candidate card of the candidate file.	The requisition title viewing permission is ignored; only submissions the user can see will be listed.
List Format Callout	List format information.	In the Requisitions list, the Mini Requisition list, the requisition-specific candidate list, the All Candidate by Requisition list, the All Candidates by Folder list, the All Candidates by Offer list, the quick search results list, the advanced search results list, the candidate capture/possible duplicates list of automatically pooled candidates.	None
Message Template Callout	Message title, information, structure.	In the Send Correspondence feature, when selecting a message template.	None
Message Paragraph Callout	Paragraph title, preview of paragraph body (in active language).	In the Send Correspondence feature, when the message template selected contains many paragraphs.	None
Group Callout	User Name, Employee ID, Job Title, Email, Department.	In the Requisitions list, the Candidates list, the Offers list.	None
Create Candidate Callout	For job-specific submission: Selected Language, Selected Requisitions. For general profile: Selected Language, Folder location and name.	In the Create a Candidate feature.	None
Create Candidate Flow Description Callout	Create candidate flow title and description.	In the Create a Candidate feature when selecting a candidate file creation template.	None
Most Advanced Progression Status Callout	Requisition Title (with an hyperlink to the file if the user has the required permission), Requisition ID, Status, date when moved into that status.	In the Candidates list, in the Most Advanced Progression Status column.	If a user does not have the permission to see the Most Advanced Requisition, the hyperlink to the requisition will not be available.
Disqualification Question Explanation Callout	Disqualification Question Explanation Title, Disqualification Question Explanation Comment.	In the Disqualification Questions library (Detailed mode), the requisition file and the candidate submission.	None
User Information Callout	First Name, Last Name, Title (of user), ID (of user), Email Address, Work Phone Number, Extension, Fax Number.	In the User Selector available in the Share Candidate feature, Request Approval feature and Request Contribution feature.	None
Requisition Template Callout	Requisition Template Title, Job Code, Status, Requisition Type, User Group, Recruiter.	In the Requisition Template Selector when selecting a template for a requisition file.	None
Requisition Template List Callout	Requisition Template Title, Activated Languages.	In the Requisition Templates library.	None
Attachment Callout	Candidate Name, Job Specific Attachments, Other Attachments.	In the Candidates lists.	Users must have the Access Attachments tab permission to see the callout.
Primary Location Callout	Primary Location, Country, State/Province, Region, Address, City, Zip/Postal Code.	In the left pane of requisitions and requisition templates.	None
Screening Description Callout	Screening Description.	In the job submission Screening block.	None

Autosuggest in Selectors

The autosuggest feature is available for selectors having a large list of values.

When typing letters in a large selector, a drop-down list appears and the system presents values that are relevant with the letters entered and retrieves as many entries as possible.

The lookup trigger begins to work as soon as two characters are entered. A list of matching values beginning with the two characters that were entered is displayed.

For example, if you are looking for Bishop University, if you type "bi" or "un", Bishop University will match. But if you type "shop", Bishop University will not show up.

The list continues to narrow as more characters are entered. The match is made based on a "contains" search to increase likelihood of finding what the user is seeking. A list of ten elements is displayed in the suggested list. When more then ten elements are available, the {more...} option is available. Clicking {more...} opens a selector with pre-filtered data. When the right entry is found, the user simply selects it from the list.

To increase selection speed of relevant values, for Organization, Location and Job Field, the autosuggest works across the entire structure hierarchy using a single autosuggest field. In addition to the autosuggest feature, users at any time can use the Selector icon to the far right of the field to open up a full search browser to find the value they are looking for.

For example, if a user types the letters ca to find a primary location, the autosuggest feature might suggest:

• Canada

• Canada > British columbia

• Canada > Nunavut

• Canada > Ontario

• Canada > Ontario > Ottawa

• Canada > Ontario > Toronto

For example, if using a more precise term such as Toronto, the autosuggest feature then might just suggest Canada > Ontario > Toronto.

Note: Capitalization and accentuated characters are ignored. For example: é=e, C=c. To find the word École, type École or Ecole. The following special characters are supported: &, - and ' . All other special characters are ignored.

For very large lists like employees or organizations containing sometimes more than 100 000 values, there might be a small delay because the filtering applied to the result set is based on user permissions. Newly created elements or changed elements are available within minutes.

The table shows the content appearing in a selector where the autosuggest feature is available.

List	Content
User (Recruiter, Hiring Manager, Collaborator, Recipient, etc.)	First Name and Last name, alphabetically sorted.
User Group	Group description, alphabetically sorted.
Job Role, Position, Department	Code and name, alphabetically sorted.
Requisition Template	Code and title, alphabetically sorted.
Candidate Selection Workflow	Name, alphabetically sorted.
Organization, Location, Job Field	Name, sorted by sequence defined in SmartOrg.
Employer, Institution, Program, Certification	Description, alphabetically sorted.
Message Template	Name, alphabetically sorted.
Time Zone	Description, alphabetically sorted.
Requisition	Number and title, alphabetically sorted.
Email	Name, alphabetically sorted.
Large User-Defined Selection	Code and description, alphabetically sorted. The configuration of the code and description display has no impact on the autosuggest feature.

Item Requiring Attention Icon

The Item Requiring Attention icon appears in Candidates list and Requisitions list to draw users' attention to items that they own and that require viewing.

The Item Requiring Attention is only displayed to the owner of an element. A user who creates a requisition is considered the owner of the requisition. However, when creating a requisition, the user can specify other owners for the requisition by completing the Recruiter, Recruiter Assistant, Hiring Manager and/or Hiring Manager Assistant fields.

The icon is removed when:

• An item that has the Item Requiring Attention icon is opened.

• The user takes action on an item from the list view (without opening the item).

Time Zone

Time zones are used throughout the system where a date or time is required.

In the Recruiting Center, dates and time are presented in a manner that takes into account the user's time zone thereby making dates easier to understand and freeing users from the task of converting the dates themselves.

System administrators can set the default time zone for an entire company. Users who are in the same time zone as the company do not need to modify their time zone. However, users who are not located in the same time zone as their company will need to modify their time zone to view information in their own time zone (for interview scheduling, for example). Time zone changes can be done by users via the My Setup feature if they were granted the permission by their system administrator.

Note: As a best practice, users should set their time zone under My Setup if they want to have the correct time displayed.

An example where time zone is used is for scheduling interviews with candidates. When scheduling an interview, the time zone of the person scheduling the meeting is used as a reference value. This means that the time of the meeting in the Recruiting Center is displayed according to the time zone selected by the person who scheduled the meeting, but the time of the meeting in Outlook or Lotus Notes is displayed according to the time zone set in the recipients' Windows settings.

For example, a user living in San Francisco schedules an interview from 2 p.m. to 3 p.m. Pacific Time. For an attendee living in New-York, the time of the meeting in Recruiting is from 2 p.m. to 3 p.m. Pacific Time, but the time of the meeting in Outlook is from 5 p.m. to 6 p.m. Eastern Time.

Another example where time zone is used is for requisition posting. When posting requisitions, the time zone taken into account is the time zone of the user doing the posting (and not where the requisition is posted).

Daylight Savings Time

The same calculation is used during the daylight savings period across the Recruiting Center.

Daylight savings time is properly calculated for dates handled across the Recruiting Center. Many dates are time zone sensitive and as such are converted.

Algorithm to Determine a User's Time Zone

To determine a user's time zone, the algorithm is as follows:

• Use the user's preferred time zone (under Recruiting Center > Resources > My Setup > Preferences > Time Zone and also under Configuration > [SmartOrg] Administration > User Accounts > select a user account > General Preferences > Time Zone).

• If the above was not defined, use the user's preferred time zone (Configuration > General Configuration > Settings > Time Zone).

• If the above was not defined (unlikely), use the user's operating system UTC offset.

• If the above was not defined, use the default time zone (Configuration > [Career Section] Settings).

Time Zones in Oracle Talent Acquisition Cloud (OTAC)

City	Time Zone Name	UTC Offset
Midway Islands, Samoa	Samoa Time	UTC -11:00
Honolulu	Hawaii Time	UTC -10:00
Anchorage	Alaska Time	UTC -9:00
Tijuana	Pacific Mexico Time	UTC -8:00
Vancouver, San Francisco, Los Angeles	Pacific Time	UTC -8:00
Chihuahua, La Paz, Mazatlan	Western Mexico Time	UTC -7:00
Edmonton, Denver, Boise, Salt Lake City	Mountain Time	UTC -7:00
Arizona, Hermosillo	Mountain US Time	UTC -7:00
Cancun, Merida	Atlantic Mexico Time	UTC -6:00
Chicago, Winnipeg, Dallas	Central Time	UTC -6:00
San Jose, Managua	Central America Time	UTC -6:00
Regina (Saskatchewan)	Central Canada Time	UTC -6:00
Mexico City	Mexico General Time	UTC -6:00
Bogota, Lima, Quito, Panama City	Pacific South America Time	UTC -5:00
Montreal, New York, Washington D.C.	Eastern Time	UTC -5:00
Kingston, Georgetown	Jamaica Time	UTC -5:00
Caracas	Venezuela Time	UTC -4:30
Asuncion	Paraguay Time	UTC -4:00
Cuiaba	Western Brazil Time	UTC -4:00
La Paz, San Juan	Western South America Time	UTC -4:00
Santiago	Chile Time	UTC -4:00
Halifax	Atlantic Time	UTC -4:00
St-John's (Newfoundland)	Newfoundland Time	UTC -3:30
Buenos Aires, Georgetown	Eastern South America Time	UTC -3:00
Greenland, Saint-Pierre and Miquelon	Greenland Time	UTC -3:00
Brasilia	Eastern Brazil Time	UTC -3:00
Mid Atlantic	Mid-Atlantic Time	UTC -2:00
Azores	Azores Time	UTC -1:00
Cap Verde Islands	Cape Verde Time	UTC -1:00
Dublin, Edinburgh, Lisbon, London	Western European Time	UTC 0:00
Abidjan, Dakar, Reykjavik	Greenwich Mean Time	UTC 0:00
Casablanca	Casablanca Time	UTC 0:00
Abuja, Alger, Kinshasa, Luanda, Niamey, Yaounde	Western Central Africa Time	UTC +1:00
Namibia	South Western Africa Time	UTC +1:00
Brussels, Copenhagen, Madrid, Paris	Central Europe Time	UTC +1:00
Sarajevo, Skopje, Warsaw, Zagreb	Central Europe Time	UTC +1:00
Belgrade, Bratislava, Budapest, Ljubljana, Prague	Central Europe Time	UTC +1:00
Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna	Central Europe Time	UTC +1:00
Cairo	Egypt Time	UTC +2:00
Harare, Pretoria	South Africa Time	UTC +2:00
Jordan	Jordan Time	UTC +2:00
Beirut	Lebanon Time	UTC +2:00
Damascus	Syria Time	UTC +2:00
Gaborone, Harare, Lilongwe, Lubumbashi, Lusaka, Maputo	Central Africa Time	UTC +2:00
Athens, Bucharest	Eastern Europe Time	UTC +2:00
Helsinki, Riga, Tallinn, Sofia, Vilnius, Kiev	Baltic States Time	UTC +2:00
Jerusalem	Israel Time	UTC +2:00
Baghdad	Iraq Time	UTC +3:00
Kuwait City, Riyadh	Arabian Peninsula Time	UTC +3:00
Nairobi	Eastern Africa Time	UTC +3:00
Moscow, St. Petersburg, Volgograd	Russia Time	UTC +4.00
Tehran	Iran Time	UTC +3:30
Abu Dhabi, Muscat, Dubai	Persian Gulf Time	UTC +4:00
Baku, Tbilisi, Yerevan	Caucasus Time	UTC +4:00
Kabul	Afghanistan Time	UTC +4:30
Bishkek	Kyrgyzstan Time	UTC +5:00
Dushanbe, Islamabad, Karachi, Toshkent	West Asia Time	UTC +5:00
Calcutta, Chennai, Mumbai, New Delhi	India Time	UTC +5:30
Kathmandu	Nepal Time	UTC +5:45
Almaty, Astana	Kazakhstan Time	UTC +6:00
Dhaka	Central Asia Time	UTC +6:00
Novosibirsk	North Central Asia Time	UTC +6:00
Rangoon	Myanmar Time	UTC +6:30
Krasnoyarsk	North Asia Standard Time	UTC +7:00
Bangkok, Hanoi, Jakarta	South Eastern Asia Time	UTC +7:00
Irkutsk, Ulaan Bataar	North Eastern Asia Time	UTC +8:00
Perth	Western Australia Time	UTC +8:00
Beijing, Chongqing, Hong Kong, Urumqi	China Time	UTC +8:00
Singapour	Singapore Time	UTC +8:00
Yakutsk	Yakutsk Time	UTC +9:00
Osaka, Sapporo, Tokyo	Japan Time	UTC +9:00
Seoul	Korea Time	UTC +9:00
Adelaide	South Australia Time	UTC +9:30
Darwin	Australia Northern Territory Time	UTC +9:30
Canberra, Melbourne, Sydney	South Eastern Australia Time	UTC +10:00
Vladivostok	Vladivostok Time	UTC +10:00
Brisbane	Queensland Time	UTC +10:00
Hobart	Tasmania Time	UTC +10:00
Port Moresby	Papua New Guinea Time	UTC +10:00
Lord Howe	Lord Howe Island Time	UTC +10:30
Magadan, Solomon Islands, New Caledonia	Central Pacific Time	UTC +11:00
Anadyr	Chukot Time	UTC +12:00
Auckland, Wellington	New Zealand Time	UTC +12:00
Fiji, Kamchatka, Marshall Islands	Fiji Time	UTC +12:00
Eniwetok, Kwajalein	Date Line Time	UTC +12:00
Chatham Islands	Chatham Islands Time	UTC +12:45
Enderbury	Phoenix Islands Time	UTC +13:00
Nuku'alofa	Tonga Islands Time	UTC +13:00
Kiritimati	Line Islands Time	UTC +14:00

Time Zone Sensitive Dates in the Recruiting Center

Requisition File - External Description Block - Opening Date	Requisition File - External Description Block - Closing Date
Requisition File - Internal Description Block - Opening Date	Requisition File - Internal Description Block - Closing Date
Requisition File - History Tab - Event Dates	Requisition File - Posting & Sourcing - Corporate Posting Dates
Requisition File - Posting & Sourcing - eQuest Posting Date	Requisition File - Posting & Sourcing - Staffing Agents
Requisition File - Posting & Sourcing - Staffing Agency (Contingent)	Requisition File - Posting & Sourcing - Source - Event List - Start Date (View & Edit)
Requisition File - Posting & Sourcing - Source - Event List - End Date (View & Edit)	Events in the Candidate Source Tracking Block
Requisition List - Status Detail	Requisition List - Contacted Candidates ("From" in the Callout)
Requisition Template File - Effective From (Status)	Requisition Template File - Effective Till (Status)
Requisition Template List - Effective From	Requisition Template List - Effective Till
Prescreening Question File - Creation Date	Prescreening Question File - History - Event Date
Prescreening Competency File - History - Event Date	Prescreening Disqualification Question File - Creation Date
Prescreening Disqualification Question File - History - Event Date	Requisition Action - Share - Date in Printed PDF
Requisition Approval Task & eShare - Date in Requisition Detail PDF (must reflect the file)
Candidate Action - Schedule an Interview - Meeting Date	Candidate Action - Update an Interview - Meeting Date
Candidate Action - Cancel Interview - Meeting Date	Candidate File - Detail - Creation Date
Candidate File - Basic Profile - Date of Availability
Candidate File - Attachments Tab - Submission-specific Attachments	Candidate File - Attachments Tab - Other Attachments
Candidate File - Self-Assigned Task List - Creation Date	Candidate File - History Tab - Event Dates
Candidate File - History Tab - Workflow Event Date	Candidate List - Quick Filters - Since (Effect on filtering)
Candidate List - Quick Filters - Last Activity Date (From & To) (Effect on filtering)	Candidate List - Advanced Filters - Fields of Type Date
Candidate List - Standard Fields of Type Date	Candidate Advanced Search - Date Type criteria
Candidate Workflow Assistant - Workflow Event Date	Candidate Workflow Assistant - Self-Assigned Task - Due Date
Candidate Workflow Assistant - (Hire candidate) Start Date (with the setting "Ignore Time Zone for Offer Start Date"=NO)	Candidate Action - Print/Share - Date in Printed PDF
Task List - Due Date - Task List - Task Callout (Assignment Date)
Offer Grid - Expiration Date	Offer Grid - Created On
Offer Grid - Approved	Offer Grid - Extended
Offer Grid - Start Date (with the setting "Ignore Time Zone for Offer Start Date"=NO)	Offer Action - Update Expiration Date
Offer Action - Update Start Date (with the setting "Ignore Time Zone for Offer Start Date"=NO)	Offer Action - Extend Offer Verbally
Offer Action - Capture Response (Accepted) - Accepted On	Offer Action - Capture Response (Accepted) - Start Date (with the setting "Ignore Time Zone for Offer Start Date"=NO)
Offer Approval Tab - Decision Date & Time	Candidate Selection Workflow - Update Start Date (No RSOffer) (with the setting "Ignore Time Zone for Offer Start Date"=NO)
Offer Approval Task & eShare - Date in Offer detail PDF (must reflect the grid) (with the setting "Ignore Time Zone for Offer Start Date"=NO)	Offer Approval Task & eShare - Date in Candidate Submission detail PDF (must reflect the file)

Fundamental Data Structure: Organization-Location-Job Field (OLF)

The data structure enables each customer to customize Oracle Talent Acquisition Cloud (OTAC) products such that they reflect how the customer does business. Each customer's organization is defined as a combination of three main elements: Organizations, Locations, Job Fields (OLF). OLF is also referred to as contextualization.

Organization describes the hierarchical structure of an organization. Up to 20 organization levels can be created. The system proposes the following organization structure, but other terms may be chosen to better reflect the hierarchical structure of a company:

• Company

• Sector

• Department

• Division

Location represents a geographical area, such as a country or state. Locations are listed in a hierarchical order, from the broadest geographical area (often a country) to increasingly specific areas (work location). Up to 5 location levels can be created. Locations must be associated to network locations used for various purposes, mainly integration with external systems, using a common and standard universal structure. Oracle strongly recommends defining a zip code for the location. A common location structure is:

• Country

• State/Province

• Region

• City

• Work Location

Worker locations can be mapped to the Location structure. The worker location is used as an employee (post-hire) function whereas the location (in OLF) is meant for recruiting purposes. For example, a location could be 100 Main Street and a worker location could be "Sector 44" or "Cubicle A". Worker locations are not created in Configuration. Worker locations are typically imported from an external HRMS system. Once worker locations are imported, worker locations can be mapped to the Location structure via Integration or by the system administrator in Configuration. Any Location element can be given the Worker Location and the Worker Location Address properties. System administrators can then configure worker locations to appear in requisitions, offers, correspondences, requisitions lists, and candidates lists just like any other fields. For details, see Worker Location.

Job Field represents the employment sectors or domains. Up to 4 job field levels can be created. Job fields must also be mapped to the network job fields, again to have a common language with the external world, be for posting or integrations. This mapping also serves to inherit existing classification for competencies. The system proposes the following job field structure, but other terms may be chosen to better reflect the structure of a company:

• Category

• Function

• Specialty

Contextualization, that is the Organization-Location-Job Field structure associated to an element, represents the framework the application uses to organize, classify, link, match or search for information in the application. Although Organization-Location-Job Field structures are configured with the help of an Oracle representative during the implementation phase, modifications to structure elements can be done in maintenance mode at any time. It is possible to customize the system to reflect a company's unique structure and make modifications to Organization-Location-Job field elements in real time so that the data accounts for any changes in the structure.

There are several key elements of the Oracle Talent Acquisition Cloud (OTAC) products that are tied to the Organization-Location-Job field structure such as candidate selection workflows, requisitions and requisition templates, message templates, user management, prescreening, approvals, etc.

The purpose of contextualizing an element is to make the element relevant according to a specific context. Below is an example of contextualization with candidate selection workflows. The CSW1 would not be available to the user for this requisition, because the last level of its Location does not match that of the requisition. The CSW2 could be available to the user for this requisition. The parent element of the lowest level of the requisition for each dimension (Organization, Location or Field) must be the same as the lowest level of the workflow for each dimension.

Example:

Requisition:

• Organization: Urban transportation

• Location: United States/California/Los Angeles

• Job Field: Bus driver

CSW1:

• Organization: Urban transportation

• Location: United States/California/San Jose

• Job Field: Bus driver

CSW2:

• Organization: Urban transportation

• Location: United States

• Job Field: Bus driver

When using contextualization, the system applies the AND operator between Organizations, Locations and Job Fields entities. However, the OR operator is applied between elements of the same entity.

In the following example, a field would be displayed if Canada (or any of its children) AND Architecture were selected.

• Location: Canada

• Job Field: Architecture

In the following example, a field would be displayed if Canada AND Architecture were selected, or if United States AND Architecture were selected.

• Location: Canada

• Location: United States

• Job Field: Architecture