1Getting Started

Getting Started

About Oracle Taleo Sourcing

Oracle Taleo Sourcing (Sourcing) is a web-service portal for organizations offering talent acquisition services such as career sites, job postings, job promotion campaigns and messages, employee referrals of candidates and applications.

Sourcing integrates with social media channels (such as Facebook, LinkedIn or Twitter), recruiting and career applications such as Oracle Taleo Enterprise (TE) or Oracle Taleo Business Edition (TBE), and other Applicant Tracking Systems (ATSs).

The site mode can be set to function as:

• A job site for external candidates to look for jobs, apply, and review their profile and submissions.

• A site for internal users to use the job sharing and referral features.

• Both of the above.

Site preferences can also be set to support Sourcing as:

• An internal employee job site.

• An alumni job site.

• Both of the above.

Configuration

Configuration settings for these features are listed in the following table.

Setting
Name	Location
Site Mode	[Sourcing] Administrator login > [Home Page] Settings (Name) > Configuration > Site Builder > Edit Site Settings > General
Site Preference	[Sourcing] Administrator login > [Home Page] Settings (Name) > Configuration > Company > Application

User Interface (UI) Elements

These user interface elements are present on the Sourcing user pages for administrators, recruiters, employees, alumni and other end-users.

UI Element	Description
Buttons (e.g. Manage Landing Pages or Get New Employees)	Use to perform a system action or run a process. Some have associated text describing the action or process.
Checkbox and Checkmark	Checkboxes are for selecting from a group of options. Checkmarks indicate a value is selected.
Down Arrow (Triangle)	Click to view a dropdown list of options.
Gear icon	Click to configure an element (e.g. upload a video).
Gray text	Provides a brief description of the associated setting, action or process. Text is read-only and not editable.
Information icon (i)	Provides explanatory information for the associated field(s).
Link Text (underlined when you hover over it)	Click to open another page, modal or other feature.
Magnifying Glass icon	Indicates a search criteria entry area or field.
Modal	Some links or buttons trigger the opening of a popup window or dialog, termed a modal. The modal window is a child window that requires you to interact with it before you can return to operating the parent application. Use a modal to perform text entry, data entry, or select options or values, in support of the function from which the link or button originated.
Pencil icon	Use to initiate editing of a configuration setting or text entry into a text area. In Configuration usually leads to a text box or selector, with Save and Cancel options. Longer text boxes are scrollable.
Plus and Minus signs	Click to maximize or minimize a feature, respectively.
Social Channel icons	Identify a link to a particular social network channel (e.g. Facebook, Twitter, LinkedIn or Weibo).
Tags (NEW, HOT, STAR)	Indicate a system or user tagging of an item (e.g. NEW for a new job, HOT for an important job, STAR for a job you want to track).
Text field with date	Some text entry fields display a calendar selector when you click in them. Use to enter a date in the format dd/mm/yyyy.
Text field with selector	Some text entry fields display dropdown selectors when you click in them, presenting a list of options to choose from.
Text field with plus sign	Indicates to use the field to add a value by entering text.
Toggle button	Use to turn a setting or feature on or off.
X button	Use to close a window or modal.

About this Guide

This guide documents the Sourcing views and product functionality available to customer users with administrator, recruiter and other access roles.

Sourcing allows administrators and recruiters to easily and effectively share your company’s open jobs with your employees, alumni and other followers, through referrals, direct-marketing emails and social networks.

Administrators can use the following functionality to promote your organization's open jobs:

• Category, Location and Custom Landing pages.

• Job List, Search Bar, and Email Signup widgets.

Administrators and recruiters can also promote your organization's jobs with this wide array of tools:

• Automated Referral Marketing (ARM) campaigns.

• Referrals On-Demand (ROD) campaigns.

• Social Jobs Distribution (SJD) campaigns.

• Talent Community (TC) messages.

• Facebook Jobs application.

The administrator and recruiter roles also feature comprehensive Analytics, empowering them to track and analyze all site activity.

Employees, alumni, referrals and other Sourcing followers can:

• Search the site for jobs.

• Apply for jobs.

• Share job postings with their friends.

Users of all types can view online Help in the form of Frequently Asked Questions (FAQs). The Help content available to a person is role dependent.

Chapters in this guide cover each of these main modules and sections. A Glossary is included to help explain important terms and acronyms.

Navigation Paths

This guide provides navigation paths to key features, especially in reference to configuration settings and performing tasks.

A shorthand convention is used to present navigation paths. For example:

[Sourcing] Administrator login > [Home page] Search > [Job Search page] Create a Widget > [Configuration] [Widgets].

Where:

• The complete navigation path is bolded.

• Terms in brackets (e.g. [Sourcing] or [Configuration]), indicate UI elements for which no user action is required, but provide landmarks for the user to identify where they are in the system.

• Terms not in brackets (e.g. Search or Create a Widget), indicate UI elements for which user action is required, such as clicking a link or button.

• Right arrows indicate a move to the next step in the path.

Access Oracle Taleo Sourcing

Sourcing Portal Page

The Portal page provides end-users, both registered and unregistered, access to your organization's main job postings and the ability to search your site for additional job postings. Internal users, such as administrators and recruiters, can also log into Sourcing and use its job posting and sharing functions. Other end-users can register with the site, and log in to view and edit their user settings.

Forgot Password Function Available at Sign In

If you've forgotten your password, click the Forgot Password link during the login process and enter your email address. You'll receive an email message with instructions on how to set up a new password.

Portal Page

The Portal page serves as the basic job search front-end for all users when not yet logged in, both registered and unregistered. It also serves as the Home page for a logged in user, with the same general layout, displaying a subset of the available functionality based on their access role. Features which may be available to users on the Portal or Home page are summarized in the following table. The exact features you see depend upon whether you are logged in, your access role and your organization's implementation:

UI Element	Description
Header	Contains informational elements such as Company Logo, Our Products, Our Solutions, About Us, etc.
Navigation bar	Contains navigation links to Sourcing's main modules: Jobs, Promote Jobs, Analytics, Help (FAQs), Configuration, User Settings, and social channel sign-in (e.g. Facebook, LinkedIn, Twitter or Weibo).
Jobs	Click to return to the main portal/home page from the other pages in the site. From this page users can view featured jobs, job shares, and search the site for more job postings. Available to most users.
Promote Jobs	Click to access the Promote Jobs page, from where you can manage job posting campaigns such as: Automatic Referral Marketing, Referrals On-Demand, Social Jobs Distribution and Talent Community messaging. Available to administrators and recruiters.
Analytics	Click to access the Analytics module and view data about your site's activity. Available to administrators and recruiters.
Help (FAQ)	Click to view Frequently Asked Questions content. Available to users of all types. Help/FAQ content is role dependent.
Rewards	Click to view your organization's employee referral bonus policy, who is eligible and potential bonus amounts.
Account Settings (Your Name)	Click to view and edit you account settings, including: Settings for your Unique Referral Link, User Info, Interests, Password Reset, Social Networks, Email Job Alerts and Privacy. Configuration settings for the site (administrators only). Invite a Recruiter (administrators only). Manage My Channels (administrators and recruiters). Sign Out.
Social Channel icons	Click to access your social network accounts (Facebook, Twitter and LinkedIn). You must first have a valid social network account.
Promotional (Promo) Text	Text promoting you organization's jobs or messages. (Promo text is editable by administrators in the dictionary editor. It can be contextualized by role, so if you are an administrator, recruiter, employee or guest you see different text.)
Manage Landing Pages	Click to access the Manage Landing Pages module. Available to administrators.
Sign Up	Use to set up an account to be able to refer jobs, either by signing in with one or more of your social networks (Facebook, Twitter or LinkedIn), or by signing up with your email address. Sign Up and Sign In buttons only display on sites configured as Referral Only. There is also a configuration option for Administrators to hide these buttons behind and Are you an employee? link.
Sign In	Use to sign into your account. Internal users with administrator or recruiter privileges use this feature to access the management functions within Sourcing. Sign Up and Sign In buttons only display on sites configured as Referral Only. There is also a configuration option for Administrators to hide these buttons behind and Are you an employee? link.
Sign Up for Job Alerts	Use to sign up for job alerts sent to you by email; based on the job interests, locations and alert frequency you specify.
Search for Jobs	Use to enter criteria to search the site for more jobs, based on keyword and location. Click on the Keyword field to view and select from a list of the top five job categories. Click on the Location field to view and select from a list of the top five job locations. For either field, type in the beginning few letters of a keyword to produce an auto-complete list of values. For more information see the Job Search section of this guide.
Search button	Use to initiate a search for more jobs, based on keyword and location. Opens the Job Search page, providing access to its filtering capabilities. For more information see the Job Search section of this guide.
Featured Jobs	Use to view a list of open jobs tagged by recruiters as New or Hot. You can also: View summaries of the featured jobs. Click the View All New or View All Hot links to filter for all available hot or new jobs within Sourcing. Click a job title to open the Job Details page. From the Job Details you can view the job description and related information, and apply for the job. Click a job location to view a list of the jobs for that location.
My Profile section	To the right of the Featured Jobs section. If you are not logged in, and the site mode is set up as a job site, the My Profile section displays the following: Text stating "Create and manage profiles for future opportunities." The Go to Profile button. When you click the button you are directed to a sign in modal. If you have no account you are provided the option to Sign Up. If you are logged in, the section displays your account name and a circular personal image, if provided. If no image is uploaded the default is a generic silhouette. The Go to Profile link targets career sections configured for your Sourcing privilege class, or role, and you will be directed to the appropriate profiles based upon those privileges. The section also displays your personal sharing information with the total number of: Links Shared - Click the link to view a modal detailing the links you have shared. Clicks - Click the link to view a modal detailing the clicks on your referrals. Candidates - Click the link to view information about the applications completed by your referrals.
My Submissions section	To the right of the Featured Jobs section. If you are not logged in, the My Submissions section displays the following: Text stating "Track Your Opportunities." My Submissions button. When you click the button you are directed to a sign in modal. If you have no account you are provided the option to Sign Up. If you are logged in, the section displays information about your applications. The My Submissions link targets career sections configured for your Sourcing privilege class, or role, and you will be directed to the appropriate submissions (external and internal) based upon those privileges.
Top Referrers	Use to view a summary the top referrers for your site. They are those users who are most active in terms of sharing jobs and the results those job shares generate. Top Referrers are scored using these criteria: Job Shares. Clicks resulting from job shares. Apply starts from job shares. Each criterion is weighted according to your preferences; weights can be configured by Oracle Administrators. In order to be eligible as a Top Referrer, users must meet a configurable minimum Qualifying Score.
Previous Job Searches	Use to view a summary of your recent job searches.
Activity Feed	Use to view total number of job posting shares for your site from launch to today. The latest activity appears in chronological order.
Site Map	Use to view a list of the pages in the site with direct links to open the pages.

Signing Up as a User (Referral Site Mode)

You want to sign up for Sourcing to refer jobs as an employee, alumnus or guest.

Site mode must be set up for Referrals.

[Sourcing Portal page]

1. Click Sign Up at the upper right corner of the page.

   The Sign Up modal opens.

2. Choose whether to sign up through a valid social network account, or with your email address.

   For this task we assume you are signing up with your email address.

3. Click Sign Up with Email.

   The Submit Your Information modal opens.

4. Enter your signup information.

   1. Enter your First and Last Name, Email address and Password (twice to confirm).

   2. Select the applicable option to indicate whether you are an employee, alumnus or other.

5. Click Sign Up.

You are signed up for Sourcing. The exact functionality you will see when you log in depends upon your access privileges and your organization's implementation.

Signing Up as a User (Job Site Mode)

You want to sign up for Sourcing to use it as a job site, and be able to review your profile and submissions.

Site mode must be set up as Job Site.

[Sourcing Portal page]

1. Click Go To Profile at the right side of the page.

   The Sign Up modal opens.

2. Use the option to sign up as a new user.

3. Enter your signup information: First and Last Name, Email address and Password (twice to confirm).

4. Click Sign Up.

You are signed up for Sourcing as a job site, and can use our login credentials to enter, edit and review your profile and submissions. The exact functionality you will see when you log in depends upon your access privileges and your organization's implementation.

Signing into Sourcing

You must first have been provided, or signed up for, an account.

[Sourcing Portal page]

1. Click Sign In at the upper right corner of the page.

   The Sign In modal opens.

2. Optional. If you don't remember password click the Forgot Password link, enter your email address, and the system will send you new password information.

3. Enter your login credentials.

   • You can choose to log in via one of your social network accounts (Facebook, Twitter or LinkedIn), or to Sourcing directly.

   • As an internal Administrator or Recruiter you will most often sign in directly to Sourcing. One exception is when you are acting as an Administrator to install and set up a Facebook Jobs Application.

   • For this task we assume you are logging into Sourcing directly.

4. Enter your Email address and Password.

5. Click Sign In.

You are signed into Sourcing. The exact functionality you see depends upon your access privileges and your organization's implementation.

Signing Up for Job Alerts

Sourcing sends job alert emails to users who want to receive them.

You want to sign up for Sourcing job alerts (no login account needed).

[Portal page]

1. Click Sign Up for Job Alerts at the upper right corner of the page.

   The Sign Up for Job Alerts modal opens.

2. Enter your First and Last Name, and Email Address.

3. Click on Interests, Locations and Company and select values for each.

4. Select an interval for job alerts to be emailed to you.

5. Click the checkbox to acknowledge the Terms and Conditions.

6. Click Signup.

You are signed up to receive Sourcing job alerts relevant to your selected interests, location and company; for the interval indicated.

User Accounts and Settings

User Accounts

A user account is needed for administrator, recruiter and front-end users of Sourcing to log into the application through the Portal page.

Administrator accounts are set up by Oracle. To perform configuration, branding and integration work on your organization's Sourcing zone, submit a service request to Oracle to have Administrator role privileges assigned to you.

Recruiter accounts are set up when an administrator sends an Invitation to Recruiter email to a potential recruiter, and the recruiter follows the link in the email and completes the registration process.

Front-end user accounts are allowed when the Site Mode is set to Referrals. They are created when a potential user (e.g. employee or alumni) clicks the Sign Up button from the Portal page and completes the registration process.

• The Email Domains configuration setting enables a check of a user's login email address against your organization's email domains to verify whether the user is an employee.

• The Choose Relationship configuration setting requires registrants to select their relationship to the company during the registration process.

• If Choose Relationship is enabled, the Employee Number Validation configuration setting requires registrants to input their Employee Number when selecting an Employee relationship.

Generally, users with accounts log into Sourcing using the Sign In button on the Portal page. Employees can also access Sourcing these ways:

• If the Partially Log in Trusted Referrers configuration setting is enabled, employees who are trusted referrers, and are navigating in from recruiter emails, get partially logged in as likely users. This allows them to access Sourcing to refer a candidate without signing in, and still get referral credit.

• Employees can sign in through Twitter, Facebook or LinkedIn, and access Sourcing without the need for a separate login and password.

Configuration

Configuration settings affecting user accounts are listed in the following table.

Settings
Name	Location
Invite a Recruiter	[Sourcing] Administrator login > Configuration > Users > Recruiters
Email Domains	[Sourcing] Administrator login > Configuration > Company > Company URLs
Choose Relationship	[Sourcing] Administrator login > Configuration > Users > Registration
Employee Number Validation	[Sourcing] Administrator login > Configuration > Users > Registration
Partially Log In the Likely User	[Sourcing] Administrator login > Configuration > Users > Login

User Settings

Use the Settings area to update your user account information and personal settings, connected social channels, job alerts, privacy settings and more. Depending upon your role, you may also have access to functions such as Invite a Recruiter, Manage My Channels and Sign Out.

To access Settings first sign into Sourcing from the Portal page. Once you are signed in the Settings link displays on the right side of the Home page header. The link has your username for a label. Click the link to display a dropdown menu with a list of available options, which can include:

• Configuration

• Settings

• Invite a Recruiter

• Manage My Channels

• Sign Out

Note: The settings and functions available to you depend upon your user role and your organization's implementation. Various combinations of this functionality are available to administrators, recruiters, employees, alumni and referrals. Depending on your role and Sourcing configuration, you may only see a Settings button instead of the full drop-down menu.

Settings

Use the Settings page to view and/or update your:

• Unique Link

• Job Alerts

• User Info

• Interests

• Password Reset

• Social Networks

• Email Job Alerts

• Privacy

The Unique Link section displays your referral link, which you can send to friends and other potential candidates via email or social network(s). You can copy the full URL and share it; or you can click Get Short Link, copy the short URL and send that to friends and candidates. (Short URLs allow otherwise long web addresses to be referred to in a Twitter tweet, for example.) If a candidate uses your link to search for a job posting and start an application via Sourcing, you will automatically be listed as the referrer.

The User Info section displays your current user information, if any. Update your information by entering free text or using the dropdown menus in the fields provided. In the Language/Locale and Timezone fields you can select your country and timezone. Selecting a locale will allow you to view Sourcing in the language associated with that particular country. No updates to your account will be made until you click the Save User Info button.

Use the Interests section to tailor the jobs that are sent to you by entering your Interests, Locations and Companies. Click on the fields to view and select options in a dropdown selection list. Save your changes. Based upon your selections, Sourcing will include jobs relevant to your interests each time it generates an automated email to you.

Use Password Reset when you know your password but want to change it. To change your login credentials type in your current password, then enter and confirm a new password. Save your changes.

Note: This is not the same as the Forgot Password function available at Sign In. If you've forgotten your password, click the Forgot Password link during the login process and enter your email address. You'll receive an email message with instructions on how to set up a new password.

Use Social Networks to enter and update any Facebook, Twitter or LinkedIn accounts that you want connected with your Sourcing user account. To connect a new social channel, click Connect next to the desired social channel icon. This opens a modal from which you can authorize the connection. Click Disconnect for any currently connected social channel to rescind authorization for the connection with Sourcing.

Use Email Job Alerts to choose whether or not to receive email job alerts from the system. Click the checkbox to receive email job alerts and clear it to opt out. If you opt in, you can receive job alerts at the email address tied to your account or another preferred email address. Save your changes.

Use Privacy to choose whether or not you want your account to appear in the Activity Feed and the Top Referrers section. Select the checkbox to allow publishing of your activity to the Activity Feed and Top Referrers section. Clear the checkbox to opt out. Save your changes.

On the Settings page you can also view the Top Referrers and Activity Feed boxes.

Invite a Recruiter

Administrators can use this feature to open a modal from which you can invite a colleague to sign up for Sourcing. Enter an email address, click Send, and the system will generate an invitation email. Your colleague will be able to click a link in the email to register for a Sourcing account with recruiter privileges.

Manage My Channels

Use the Manage My Channels link to open the page of the same name. From this page you can manage your connected social channels (e.g. Facebook, Twitter, Linked or Weibo).

Sign Out

The Sign Out feature is for a logged in user to end their session and log them out of Sourcing.

User Language Settings

Sourcing is available to customers in several supported languages. The default language, and language activation for your organization's implementation, are configured by an administrator. Individual language preference is set by each user.

All supported language translations are loaded into the system as a default. Administrators configure the default language locale for Sourcing, and the active languages/locales available to users of the application. Each Sourcing locale has a corresponding Recruiting language. Sourcing will display the locale names in the local language, e.g. English, Deutsch, Espanol, etc. Depending upon the configuration, all or a subset of the supported languages may be available to users. Users can set their language preferences during registration, and with their user settings.

Language Toggle

There is a language toggle available on all pages of Sourcing that allows all users to clearly see the languages available to them and to change that language in their user interface. This language toggle only displays if there are two or more languages, or locales, enabled in the system. If there is only a single locale, there are not different locale choices, so the language toggle does not display in the UI.

On the Job Details page, the locales enabled on the language toggle are limited to the languages that are enabled on that specific requisition. If there is a delta between the number of locales enabled in Sourcing and the number of languages enabled on this requisition in Recruiting, a message indicating this displays next to the language toggle.

Browser Language Determines Session Language

Sourcing automatically presents the Sourcing site in the users expected language using their browser language. This allows users to experience Sourcing in their expected language without having to change the language with the newly introduced language toggle.

Sourcing loads into the user’s browser and is able to identify the language configured for that browser. If that language is an active locale in Sourcing then the system is able to show Sourcing in that language. If the browser’s language is not an active locale in Sourcing, the system will then show Sourcing in its configured Default Locale. If there is no Default Locale configured, Sourcing is presented in English-US.

Note: Once a user authenticates, their personal locale preference in their settings supersedes their browser language settings.

Language Settings for Users

Language-related user settings and functions are listed in the following table.

Language Setting or Function
Name	Description	Location
Language Locales in Registration	Administrators can control the display of the Locale field when a user is registering on Sourcing. It is off by default. Turning it on adds Locale to the user registration page. When registering, the user indicates their preferred language locale (country) to view Sourcing in the language associated with that particular country.	[Sourcing] Initial user login > Registration modal
Language/Locale	End-users can choose their preferred language locale to view Sourcing in the language associated with that particular country. If a user selects a language, the application will display in that language.	[Sourcing] Users login (all) > [Home page] Settings (Name) > Settings > User Info
Job Language Indicator (Globe icon)	When multiple languages are used for a job requisition, a Globe icon is displayed. A user can hover their mouse over the icon to display the languages activated for the requisition. When only one language is used for a requisition, the name of the language is displayed and there is no Globe icon.	[Sourcing] Administrator or other user login > [Home page] Jobs

Manage My Channels

Administrators and recruiters use the Social Channels page to manage connections from Sourcing to their Facebook or Twitter social channels, from a single location. This is similar functionality to that for the Send Jobs to Fans and Followers page in Social Jobs Distribution.

Access the Social Channels page from the User Settings (Name) link, by clicking the Manage My Channels option. Use the page to:

• Access functionality to install the Facebook Jobs Application.

• In the Manage My Social Channels section add or remove pages, edit privacy settings, and view your pages. (Connected pages are presented on cards.)

You can also view your Profile block and the Activity Feed.

Managing Social Channels

You should have an existing account with social networking sites Facebook or Twitter.

If not, you can use this module to sign up for accounts.

[Sourcing] Administrator or recruiter login > [Home page] User Settings (Name) > Manage My Channels

1. Already connected Facebook pages or Twitter accounts display on cards in the social channel management area at the center of the page.

   If you have no Facebook pages or Twitter Accounts, you can create accounts by following the steps below.
   If no pages or accounts are connected (available in the list), you can add pages for your existing pages or accounts by following the steps below.

2. To create an account, or to add an account to connect to, click the card for either Add Facebook Page or Add Twitter Account.

   In this example we'll assume you choose to click the Add Twitter Account card.

3. The Twitter Authorize and Application modal opens.

   1. The modal displays read-only information about Oracle Taleo Sourcing.

   2. Optional. To create a new Twitter account click the Sign Up for Twitter link, complete the information required on the Join Twitter Today modal, and click Create My Account. Then proceed to substep c.

   3. On the Twitter Authorize an Application modal, enter your Username or Email address, and Password for the Twitter account. Then click Authorize App.

A card for the connected account displays in the social channels management section of the Manage My Social Channels page.

From the Sourcing application you will be able to read tweets from your timeline, see who you follow and follow new people, update your profile, and post Tweets.

You will not be able to access your direct messages, or see your Twitter password.

You can revoke access by the Sourcing application at any time from the Twitter account's Settings page, on the Applications tab.

To remove connected pages or accounts, edit privacy settings, and view your pages, use the applicable card for the already connected account (located in the social channel management area at the center of the page).