1Getting Started

Getting Started

Login

Login Procedure

When users open the Oracle Taleo Enterprise Edition 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 Oracle Taleo Enterprise Edition 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 Oracle Taleo Enterprise Edition 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 Oracle Taleo Enterprise Edition product and the Display Welcome Center setting is set to "Yes", the product is displayed directly.

Accessing an Oracle Taleo Enterprise Edition 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

You must have a valid username and email address in your user profile.

1. Click Forgot Your Password?.

2. Enter your username and email address.

3. Click OK.

If the request comes from an authorized user, an email is sent to the supplied address with a code to access the application.

You must click the link provided in the email, enter your username and access code, and provide a new password.

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 Taleo Enterprise Edition 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 Oracle Taleo Enterprise Edition 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

The administration module offers an online help that provides comprehensive information about concepts or tasks to perform.

The online help, represented by the Question Mark icon or the Help link, is available in the auxiliary navigation bar located in the top right-hand corner of all pages. When clicking the icon or link, a table of contents of available help topics is displayed. It is also possible to search the help database to locate specific subjects.

Support Link

The Support link gives users access to the My Oracle Support.

The Support link is available in the auxiliary navigation bar of all pages of the application. From the site, you can:

• Search and browse the Knowledge database.

• Obtain product documentation.

• Submit an incident.

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.

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 Oracle Taleo Enterprise Edition products in one centralized menu.

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

• Central Configuration: This is where system administrators manage content, data, settings, and configurations that are used across multiple products.

• Specific Configuration: This is where system administrators manage content, data, settings, and configurations that are targeted to a specific product or product area.

Depending on the products activated within your organization, the Configuration menu content may vary.

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.

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

Recruiting Administration Menu

The Recruiting Administration menu allows system administrators to fully configure the following Recruiting Center features.

Element	Description
List Format	Configuration of candidate and requisition list formats.
Fields	Configuration of candidate, requisition, and offer fields, selections as well as custom fields used in reports. Configuration of department and offer fields layout. Configuration of the candidate file identifier.
File Configuration	Creation and configuration of user-defined forms and user-defined files.
Process	Configuration of candidate selection workflows, search fields, matching candidate filters and criteria as well as matching requisition criteria.
Correspondence	Configuration of message templates and paragraphs.
Embedded Reporting	Configuration of embedded reporting using the Oracle Business Intelligence (OBI) Publisher technology.
General Configuration	Configuration of Recruiting Center settings, agencies, department and position lists, merge forms, notifications, requisition types, duplicate check, and center stage.
Source Tracking	Configuration of sources.
Integration	Configuration of job board accounts, screening services, candidate sourcing services, and exportable statuses.
Automated Tasks	Configuration of automated tasks used to delete and archive information contained in the database.
Product Resources	Display of resource ID of user interface labels.

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 Taleo Enterprise Edition 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.

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.

Navigation Icons

When information is spread across multiple pages, navigation icons are available.

Icon	Description
	Displays the previous page.
	Goes to the previous 10 pages.
	Displays the next page.
	Goes to the next 10 pages.

Recently Viewed Items

The Recently Viewed Items pane contains direct links to the last ten pages you most recently accessed (according to your permissions) 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.

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, the user 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.

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.

History Tracking

The History feature presents useful tracking details on an item.

The three most recent events are displayed in the History section. To view a more complete listing of events, click More Info.

History Item	Description
Date and Time	Date and time when an event occurred.
Event	Event or action performed on an element.
Details	Information regarding the event.
By	The "actor" (person or system) who performed the event.

Information of the user that performed an action on an item can be viewed for better tracking and troubleshooting purposes.

Note: History tracking of items such as settings and user types are not item specific. Tracking is global for all changes made in the area. This means if looking at a specific user type and going to view its history, you will see all of the history for all user type changes, not just the changes that have occurred with that specific user type.

History Events Retention Period Before Deletion

History events are deleted systematically from the system after a certain period of time. This deletion applies to SmartOrg, General Configuration, Recruiting and Performance.

SmartOrg Item	Retention (Months)
User Account (user access)	6
User Defined Selection	12
User	12
Welcome Center Content	12
Seat	12
Coverage Area	12
Message Template	12
Document	12
Paragraph	12
Message	12
User Type	12
Group	12
Configuration Profile	12
User File	18
Organization	18
Organization Level	12
Location	18
Location Level	18
Job Field	18
Job Field Level	18
Business Organization	18
Business Organization Level	18
Positions	18
Competency	18
Competency Category	18
Competency Group	18
Competency Context	18
Competency Definition Context	18
Competency Guidance Plan	18
Rating Dimension	18
Rating Model	18
Job Role	18
Job Role Context	18
Job Profile Classification	18
Product Setting	24

General Configuration Item	Retention (Months)
Reminder	12
Custom Selection	24

Recruiting Item	Retention (Months)
Automated Tasks	24

Taleo Performance Item	Retention (Months)
Batch Transaction	0
User-defined Selections	12
Talent Pool Management Center	12
Performance Management Center	12
Chart Configuration	12
Matrix Configuration	12
Competency Goal	14
Pool Item	14
Pool	14
Message Templates	12
Documents	12
Paragraphs	12
Product Setting	12
User Account (user access)	6
Review Text	12
Review Definition	12
Review Cycle	12
Business Goal	14
Business Project	12
Business Theme	12
Business Period	12
Employee Goal	14
Employee Goal Plan	14
Goal Template	12
Succession Plan	14
Development Activity	14
Development Plan	14
Development Plan Template	12
Development Activity	12
Development Activity Category	12
Mentoring Relationship	14
Rating Dimension	12
Rating Model	12
Partners	12

Refine by Filter

The Refine by filter allows users to filter a list of items according to different criteria.

The Refine by filter is available throughout the system. When an item is selected in the Refine by list, users have to enter data in a field or select an item by which the list will be filtered. The Refresh button must then be clicked to refresh the list.

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.

Disabling Icons in the Rich Text Editor

System administrators can disable icons in the rich text editor to reduce complexity or prevent users from including JavaScript code into requisition descriptions, e-mail notifications or correspondence.

Using the setting Rich Text Editor Disabled Icons (available under General Configuration), system administrators can disable any or all icons except for the Enlarged View icon. They need to enter the icon code name of the icons that they want to disable, separated by a comma.

Icon Name	Icon Code Name
Source	Source
Cut	Cut
Copy	Copy
Paste	Paste
Paste as plain text	PasteText
Paste from Word	PasteWord
Print	Print
Spell Checker	SpellChecker
Find	Find
Replace	Replace
Select All	SelectAll
Remove Format	RemoveFormat
Format	FontFormat
Font	FontName
Size	FontSize
Text Color	TextColor
Background Color	BGColor
Bold	Bold
Italic	Italic
Underline	Underline
Insert or remove ordered list	OrderedList
Insert or remove bulleted list	UnorderedList
Decrease indent	Outdent
Increase indent	Indent
Insert or edit image	Image
Align left	JustifyLeft
Center	JustifyCenter
Align right	JustifyRight
Justify	JustifyFull
Insert or edit link	MyCreateLink
Remove link	Unlink
Insert or edit table	Table

Note: This configuration applies to the rich text editor in Recruiting and Onboarding. It is not supported in Evaluation Management, Performance Management and Sourcing.

Understanding Languages

Oracle Taleo Enterprise Edition products are available in different optional languages.

Not all languages are available for all Oracle Taleo Enterprise Edition 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 Oracle Taleo Enterprise Edition 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 Oracle Taleo Enterprise Edition 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 Taleo Enterprise Edition 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.

Selecting the Base Language

The item must be in Edit mode and the language must be active before it can be set as the base language.

1. Open an item.

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

3. In the Language Configuration page, select the Base option for the desired language.

4. Set the language to Active if that is not already the case.

5. Click Save.

The word Base appears next to the language in the Language drop-down list of the item.

You will need to complete the required fields (usually the Name) in the new base language.

Activating a Language

The item must be in Edit mode.

1. Open the item that you want to make available in another language so its fields are in edit mode.

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

3. On the Language Configuration page, select Active from the Status drop-down list for each required language.

4. Click Save.

Activated languages appear in the Language drop-down list of item.

Once a new language has been enabled, values for some related fields (most often Name) will need to be provided.

Deactivating a Language

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

1. Open an item.

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 item.

Supported Languages

The languages supported for Oracle Taleo Enterprise Edition 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.

• Resume Parsing: Resume parsing is delivered using a third party partner service. The functionalities are deliveredas is. Customers needing additional or different resume parsing capabilities should explore partner services.

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	Limited
English	en	Available	Available	Available	Available	Supported
English (U.K.)	en_GB	Available	Available	Available	Available	Supported
Finnish	fi	Available	Available		Available
French (Canada)	fr	Available	Available	Available		Limited
French (France)	fr_FR	Available	Available	Available	Available	Limited
German	de	Available	Available	Available	Available	Limited
Greek	el	Available	Available
Hungarian	hu	Available	Available		Available
Italian	it	Available	Available	Available	Available	Limited
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	Limited
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	Limited
Swedish	sv	Available	Available	Available	Available
Thai	th	Available	Available		Available
Turkish	tr	Available	Available		Available