2Getting Started

Getting Started

    Login and Product Access

      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.

          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.

            Getting Help

              Online Help

              Taleo Onboarding (Transitions) offers comprehensive help on Onboarding (Transitions) concepts and the various tasks you'll perform while using the product.

              Online help is available in the Resources list in the auxiliary navigation bar located at the top right-hand side of all pages. When you click the Help link, a list of available help topics is displayed in the Help panel. You can also search the help database for specific subjects by clicking the Search link at the top of the Help panel.

                Tooltip

                A tooltip is a short, explanatory text which appears when you pause your mouse pointer over a button, a link, a table cell heading or icon without clicking the item.

                Tooltips are available throughout the system and provide you with information about an action before you perform it.

                Tooltips are provided for buttons, links, icons, and table cell headings. These tooltips are not configurable. The system administrator can, however, create tooltips for some types of user-defined fields for screening services.

                  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.

                    Deactivating the Release Notes Message

                    The release notes message must have been enabled.

                    1. Log into a product.

                    2. On the Release Notes page, select the "Don't display this message again" option.

                    The release notes message will no longer be displayed until new release information or other important information is available. If you want to see the release note information again before new released information is available, delete your browser cookies.

                      Menus and Navigation Tools

                        Configuration Menu

                        The Configuration menu gives system administrators access to all administration components of Taleo Enterprise products in one centralized menu.

                        The Configuration menu is composed of sub-administration menus divided into two main sections:

                        • Central Configuration: Elements in the Central Configuration menu are used to manage content, data, settings, and configurations that are used across multiple products.

                        • Specific Configuration: Elements in the Specific Configuration menu are used to manage content, data, settings, and configurations that are targeted to a specific product or product area.

                        Depending on the products enabled in your organization, the Configuration menu may include these elements.

                        Central Configuration Description

                        Operations

                        Operation Modes and Release Notes.

                        General Configuration

                        Settings and Welcome Center Content.

                        Selection Lists

                        Standard selections used in different products such as Education Levels, Employee Statuses, etc.

                        Roles

                        Role definitions of both hierarchical and functional roles. Both role types are used for the Dynamic Approval Routing feature. In addition, functional roles are used in defining onboarding tasks.

                        Dynamic Approval Routing

                        Approval workflow definitions for requisitions and offers according to specified business rules.

                        Security

                        Security policies, message templates related to access and passwords, and legal agreements presented to users when signing in an application. Note that agreements for career sections are managed under Career Section Administration.

                        Competencies

                        Competency tools used in Taleo Performance for Rating Models, Competencies, Guidance Plans, etc.

                        Synchronization Tool

                        A tool to export configuration elements, such as career sections, application flows, etc., from a source database to a target database.

                        Specific Configuration
                        SmartOrg
                        Recruiting
                        Career Section
                        Onboarding
                        Onboarding (Transitions)
                        Taleo Performance
                        Evaluation Management
                        Reporting and Analytics
                        Configuration

                        The Access Administration permission is required to access the Configuration menu.

                        User Type Permission Location
                        Access Administration Configuration > [SmartOrg] Administration > [Users] User Types > Recruiting > Administration

                          Onboarding (Transitions) Administration Menu

                          The Onboarding (Transitions) Administration menu allows system administrators to fully configure the Onboarding (Transitions) product.

                          The Onboarding (Transitions) Administration menu is accessed via the Configuration menu and allows system administrators to configure the following elements:

                          Item Description
                          Settings Configuration of Onboarding (Transitions) settings.
                          Documents Configuration of text documents and file-based documents that can be added to content pages and message templates.
                          Processes and Task Definitions Configuration of processes and task requests to be sent to any person involved in an Onboarding (Transitions) process.
                          Content Pages Configuration of content pages including adding HTML and PDF documents and assigning Organizations, Locations and Job Fields (OLF). You can also upload images to include in HTML documents.
                          Correspondence Configuration of message templates.
                          User-defined Forms Configuration of user-defined forms to be filled by various persons involved in a process.
                          User-defined Fields Configuration of fields and selections.
                          Services Configuration of services provided by partners.
                          Product Resources Display of resource ID. Only "Support" users can access this feature.
                          Synchronization Tool Copies administrative objects such as user-defined fields, user-defined forms, message templates, tasks, conditions, and processes from Taleo Legacy Onboarding to Taleo Onboarding (Transitions).
                          Configuration

                          The Access Administration permission is required to access the Configuration menu.

                          User Type Permission Location
                          Access Administration Configuration > [SmartOrg] Administration > User Types > Recruiting >Administration

                          There is no specific permission to access the Onboarding (Transitions) Administration menu. If a user is granted a permission in the Onboarding (Transitions) Administration category such as Manage user-defined forms to display and collect data, the user will be able to access the Onboarding (Transitions) Administration menu (Configuration > [SmartOrg] Administration > User Types > Recruiting > Onboarding (Transitions) > Administration). Note that there are two ways to access the Onboarding (Transitions) Administration menu: from the Configuration menu and from within the Onboarding (Transitions) Center, via the Quick Access panel.

                            Auxiliary Navigation Bar

                            The auxiliary navigation bar is located at the top right of pages.

                            If enabled, the auxiliary navigation bar is available at all times.

                            The auxiliary navigation bar may contain the following elements (if enabled and if users were granted access to them):

                            Element Description
                            Home
                            • If you have access to multiple Oracle Taleo products and you click Home, the Welcome Center is displayed.

                            • If you have access to one product only and you click Home, that product front page is displayed.

                            Resources May include:
                            • My Setup: Access to personal preferences.

                            • Web Support: Access to My Oracle Support.

                            • Help: Access to comprehensive help on concepts and tasks.

                            • About: Information about the application such as the version number and the build number you need to provide to Oracle Support when you need to contact them.

                            • Training: Access to online training materials.

                            • e-Learning: Access to eLearning materials.

                            Talent Grid Access to Solution Exchange, Knowledge Exchange.
                            Sign Out Terminates the session and you are automatically signed out of all Oracle Taleo products.

                              Quick Access

                              The Quick Access panel contains dynamically generated links to areas within Onboarding (Transitions). These page links are relevant to the page of the application the user is viewing and vary according to permissions.

                                Recently Viewed Items

                                The Recently Viewed Items panel contains direct links to the last ten pages you most recently accessed during the current session or previous ones. They can be pages where you made modifications or simply pages that you accessed without making modifications. To access a recently viewed item, simply click the item.

                                  Breadcrumb Trail

                                  The breadcrumb trail located at the top of each page allows users to see where they are located within the application and to jump to previously viewed pages. The breadcrumb trail is only available in navigation mode; it disappears in edit mode.

                                    Pagination Icons

                                    Pagination icons allow users to navigate quickly through large lists of information.

                                    Pagination icons appear at the top and bottom of lists in Onboarding (Transitions). They are used for navigation when lists are displayed across multiple pages. The maximum number of list items per page is fifteen.

                                    Pagination Icon Description
                                    Icon to go to the first page. Goes to the first page.
                                    Icon to go to the previous page. Displays the previous page
                                    Icon to go to the next page. Displays the next page.
                                    Icon to go to the last page. Goes to the last page.

                                      Other Tools

                                        History Tracking

                                        The History feature presents useful tracking details on an element.

                                        Actions that are performed on a page are recorded as events in History. The three most recent events are displayed in the History section. To view a more complete listing of events, click More Info.

                                        History Tracking Column Description
                                        Date and Time Date and time when an event occurred.
                                        Event The event or action performed on an element.
                                        Details Information regarding the event.
                                        By The actor, person or system, who performed the event. Additional information about the actor is available for viewing.

                                          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.

                                            Languages

                                            Taleo products are available in different optional languages.

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

                                            The preferred language of a user is set in the user’s account by the system administrator. The preferred language is used by the system as the default content language which is the same across all Taleo products. If a product does not support the same set of content languages, it will have its own preference configuration.

                                            In Taleo applications, the languages in which an item is available are indicated in the Languages field. When creating or editing an item, the user can choose the base language as well as the languages in which an item will be available. The base language of an item is the item’s reference language, usually used as a reference for other languages or fallback display in list mode. The user’s preferred language is used as the default base language when the user creates an item. The base language of an item can be changed at any time by the user. A language must be activated before it can be designated as a base language.

                                            When multiple languages are used for an item, the Earth icon is displayed. Hovering the mouse over the icon displays the languages activated for the item. When only one language is used for an item, the name of the language is displayed. When only one language is used in a company, there is no special indicator.

                                              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

                                                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.