1Getting Started
Getting Started
Taleo Performance Administration Basics
Employee Center Configuration
Administrators are able to customize the layout and look of the Performance Management landing page, the Employee Center, using newly available widgets.
Customers can choose to display or hide the following four widgets on the Employee Center:
Instructions - this widget uses a rich text editor to allow customers to easily enter special announcements, instructions, links to internal portal or graphics or other custom employee resources.
My Tasks
My Goal Plan
My Network
The ability to select what is displayed on the Employee Center provides users with a streamlined and customized landing page that displays only widgets and information that is relevant to each customer's implementation. For example, if a customer is not implementing the Goal Plan module, Administrators can disable that widget and it will not display in the Employee Center. The system dynamically optimizes the real estate of the full page by expanding the widgets that are selected.
Configuration
Settings | |
---|---|
Name | Location |
Employee Center Configuration | Performance (Configuration) > [Performance] > Administration > [Employee Management] > Employee Center Configuration |
Currently there is one instruction widget per zone. This is not customizable by OLF.
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.
More Info
Whenever a description is available below a page title, the More info link is displayed. This link gives you access to contextual online help. A More link is also available whenever a listing of elements is not completely displayed. In such a case, clicking on More will provide all the information.
History
The History section is used throughout Performance to present useful tracking details on an element. The three most recent events are displayed in the History section. To view a more complete listing of events, click More.
The History section contains the following information.
By: The “actor” (person or system) who performed the event. To obtain basic information about the “actor”, click the actor's name.
Date and Time: Date and time when an event occurred.
Details: Information regarding the event.
Event: The event or action performed on an element.
Languages
Oracle Taleo Enterprise Edition products are available in different optional languages.
Not all languages are available for all Oracle Taleo Enterprise Edition 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 Oracle Taleo Enterprise Edition products. If a product does not support the same set of content languages, it will have its own preference configuration.
In Oracle Taleo Enterprise Edition 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.
Language Settings
The following settings and preferences are used to configure languages.
Setting | Description | Default Value | Location |
---|---|---|---|
Application Languages | List of application languages, presented according to the organization's preferences. The application language is the language in which a product can be viewed. This is a private setting. Contact Oracle Support for details. | French, English, German, Spanish | Configuration > [General Configuration] Settings |
Correspondence Language | Indicates the correspondence language. | Configuration > [General Configuration] Settings | |
Content Language | Indicates the content language. | Configuration > [General Configuration] Settings |
Preference | Description | Location |
---|---|---|
Application Language | Allows users who log in using Single Sign-on to change their application language. | Configuration > [SmartOrg] Administration > [Users] User Accounts > General Preferences Recruiting Center > Resources > My Setup |
Correspondence Language | Indicates the preferred correspondence language of a user. | Configuration > [SmartOrg] Administration > [Users] User Accounts > General Preferences Recruiting Center > Resources > My Setup |
Content Language | Indicates the preferred content language of a user. | Configuration > [SmartOrg] Administration > [Users] User Accounts > General Preferences Recruiting Center > Resources > My Setup |
Element Language Configuration
Language configuration is used throughout the Administration module. It allows you to create elements in several languages. Only languages that are activated appear in the Language list.
Field | Description | Applicable to | Header |
---|---|---|---|
Configure | Opens the Language Configuration page on which you can set the base language (default) as well as whether a language is Draft, Not Used or Active. | Language list | Language Configuration |
Deactivate | Deactivates the selected language. | Language list | Language Configuration |
Language | Displays the base language for the element as well as all other activated languages. The element must be defined in all activated languages. | Entity/Element | Language Configuration |
Refresh | Updates the current window by displaying the information in the selected language. | Language list | Language Configuration |
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 |
Selector Windows
Selector windows are used throughout the application. They allow you to select various elements (values) according to where you are in the application. The type of selector window (single or multiple) varies. Selector windows contains filters allowing you to quickly find items in a list.
Selection Lists
Selection Lists are a type of field also referred to as dropdown lists, or selectors. They provide a list of valid values for filling in a field. Some Global selection lists are delivered pre-defined so they can be used across Taleo products. Customers can also create Performance-specific selection lists for use in creating user-defined fields in the application.
Global Selection List
A global selection list is a list of elements (values) used to define a field, that can be used by several Taleo products and that can only be viewed and edited.
These global selection lists are available in the Configuration menu, under Selection Lists:
Education Levels
Employee Statuses
Job Levels
Job Types
Schedules
Shifts
Travels
Currency
Global selection lists can be edited, that is system-defined items can be added or removed. Users will only see the items selected by the system administrator.
Performance Selection List
A Performance selection list is a list of elements (values) used to define a field, that can be used to create a user-defined field (UDF) in Performance. Performance selection lists can be can be viewed, edited, and created at Configuration[Performance] Selection Lists. They can be used in several modules of Performance: such as Performance Reviews, Goal Plans, Development Plans, and the Employee Information section of the Talent Profile.
Configuration
Setting | |
---|---|
Name | Location |
Global Selection Lists | Configuration > Selection Lists |
Performance Selection Lists | Configuration > [Performance] Selection Lists |
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.
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:
|
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.
Session Timeout Notification Process
A session timeout notification process is used throughout all applications to inform users that the session is about to end and to remind users to save any desired information before the timeout delay is over.
When the application has been idle for 30 minutes, a pop-up window notifies the user that the application requires attention.
When the user accesses this application, a pop-up window lets him reset the application and indicates the remaining time before the session expires. If the user does not reset the application within the defined delay, the user is signed out of the application and will need to sign in again.
Taleo Regional Settings
Regional Settings
Regional settings are used to configure settings which control the number, date, currency, and language formats for a locale.
In the Regional Settings page, the Identifier list varies according to languages activated in the Oracle Taleo Enterprise Edition products. For example, if an organization only supports English (en) and French (fr), the Identifier list will contain en and fr as well as all specific locale identifiers related to fr and en, that is, fr-FR, fr-CA, en-GB, en-Au, etc.
The regional settings of a locale consist of four elements:
Number: Defines the decimal symbol, digit grouping, maximum number of decimals, negative number format, etc.
Currency: Defines the decimal symbol used for currencies, the default currency, the maximum number of decimals for currencies, etc.
Date: Defines the date format used in the application. A date can be represented by text, number or a combination of both.
-
Language: With each locale, comes a set of predefined values that are specific to the specified language, regardless of the country or region.
Configuring the Number Format
Click the name of an identifier.
Click Edit next to Number.
Select a value for each setting.
Click Done.
Configuring the Currency
Click the name of an identifier.
Click Edit next to Currency.
Select the values for each setting.
Click Done.
Configuring the Date Format
Click the name of an identifier.
Click Edit next to Date.
Select a value for each setting. See Date Format Properties.
Click Done.
Date Format Properties
Date Format | Description |
---|---|
Full date format | Date represented by the day of the week, month, date and year. Default is EEEE, MMMM D, YYYY. Maximum number of characters: 255. |
Long date format | Date represented by month, date and year. Default is MMMM D, YYYY. Maximum number of characters: 255. |
Medium date format | Date represented by date, month and/or year. Default is D-MMM-YYYY. Maximum number of characters: 255. In the case of regions that do not use commas, periods or slashes with dates, an additional format is included that is specific to the region. When no date format is selected, the medium format is the default format used by the application. |
Short date format | Date represented by date, month and/or year. Default is DD/MM/YY. Short date formats are used for lists and calendars. Numeric values only. |
Shortest date format | Date represented by date and month. Default is DMMM. Shortest date format are used in candidate files and other lists that include many columns. |
Date Format Details | Description |
---|---|
Text | A date element that always appears in the form of text, such as days of the week, will be displayed in long form if four letters are used for its representation. If less than four letters are used, the date element will appear in an abbreviated form. For example, configuring a date format using "EEE" would produce "Fri" for Friday, while using "EEEE" would produce the long form "Friday". |
Numbers | The system adds zeros to single numbers in certain cases. For example, if the date element "DD" is part of the date format, the ninth day of the month will be displayed with a leading zero, thus, "09". If the date element is "D", however, the system will display "9" without a leading zero. |
Text and Numbers | When the date format element is composed of one or two characters, a numeric value results. For example, if the date format element is "M" or "MM", the month of February will be depicted as "2" and "02" respectively. On the other hand, a date format element made up of three or more characters will result in a textual representation of the date: in the case of "MMM", February will appear as "FEB", if "MMMM" is used, February will be displayed as "February". |
Date Format Syntax | Meaning | Presentation | Example (US locale) |
---|---|---|---|
Y | Year | Numeric | 2009 |
M | Month of the year | Alphanumeric | July, Jul. or 07 |
D | Day of the month | Numeric | 10 |
H | Hour AM/PM (1-12) | Numeric | 12 |
h | Hour of the day (0-23) | Numeric | 22 |
m | Minute of the hour | Numeric | 38 |
s | Seconds | Numeric | 59 |
E | Day of the week | Textual | Tue, Tuesday |
a | AM/PM marker | Textual | PM |
K | Hour in AM/PM (0-11) | Numeric | 0 |
‘ | Escape for text | Delimiter | ‘ |
‘‘ | Single quotation mark (twice the escape character) | Literal |
Selecting a Preferred Locale
More than one locale must be available.
-
Click the name of a locale identifier.
-
Click the General tab.
-
Select a value.
-
Click Done.
The selected locale is displayed by default when more than one locale is available.
Taleo Performance Setting Management
Taleo Performance Product Settings
The following table lists all product settings that are related to Performance. Most settings are found under
. When found under a different product or section, the full path is indicated.Public - are viewable and editable by customers.
Protected - are viewable by customers but only editable by Taleo staff (specifically users with a 'support' role).
Private - are viewable and editable only by Taleo staff (specifically users with a 'support' role).
Setting Name | Setting Description | Possible Values | Security Level | Setting Category |
---|---|---|---|---|
Candidate Search Contextualization | Applies the search restrictions as defined on the user groups. Enabling this setting will determine if candidate searches are restricted to user groups visibility property. |
|
Public | Advanced Search |
Employee Search Contextualization Configuration | Applies the search restrictions as defined for the user groups. Enabling this setting will determine if searches are restricted to the user groups visibility property. |
|
Public | Advanced Search |
Maximum Number of Results for Advanced Search | Indicates the maximum number of items to appear in the advanced searches. |
|
Private | Advanced Search |
Maximum Number of Results for Basic Search | Indicates the maximum number of items to appear in the basic searches. |
|
Private | Advanced Search |
Maximum Number of Results for Best Fit | Indicates the maximum number of items to appear in the best fit searches. |
|
Private | Advanced Search |
Working Days | Indicates the days of the week that are considered working days. This setting serves to calculate the duration-based deadlines of review tasks. This setting is shared with the setting of the same name in Taleo Onboarding. Changing the setting in either place, affects both products. |
|
Public | Calendar |
Enable Career Management | Enables Career Management functionality in the application. |
|
Protected | Career Management |
Maximum Number of Career Steps | Determines the maximum number of steps within a scenario. |
|
Public | Career Management |
Maximum Number of Scenarios | Determines the maximum number of scenarios allowed for an employee. |
|
Public | Career Management |
Job Certifications Advanced Search Field Configuration | Indicates if the job certification criteria is available in the Advanced Search. |
|
Public | Career Management Search |
Job Competencies Advanced Search Field Configuration | Indicates if the job competency criteria is available in the Advanced Search. |
|
Public | Career Management Search |
Job Field Advanced Search Field Configuration | Indicates if the job field criteria is available in the Advanced Search. |
|
Public | Career Management Search |
Job Level Advanced Search Field Configuration | Indicates if the job level criteria is available in the Advanced Search. |
|
Public | Career Management Search |
Other Competencies in Advanced Search Field Configuration | Indicates if the section "Other Competencies" is available in the advanced search. |
|
Public | Career Management Search |
Enable Competency Context Management | Enables the use of competency contexts for competencies. A competency context provides the ability to define a specific context in which a competency is available so that only employees who work for those specified organizations, locations and/or job fields are able to view. |
|
Public | Competency Management, under |
Activity Category Criterion In Advanced Search | Indicates whether the "Activity Category" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Activity Name Criterion in Advanced Search | Indicates whether the "Activity Name" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Competency Criterion In Advanced Search | Indicates whether the "Competency" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Enable Development Activity Advanced Search | Indicates if the Advanced Search feature for development activity is available. |
|
Public | Development Activity Search |
Job Field Criterion In Advanced Search | Indicates whether the "Job Field" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Job Level Criterion In Advanced Search | Indicates whether the "Job Level" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Job Role Criterion In Advanced Search | Indicates whether the "Job Role" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Location Criterion In Advanced Search | Indicates whether the "Location" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Employee Job Role Advanced Search Field Configuration | Indicates if the Employee Job Role field is available as an option for advanced search. |
|
Private | Person Search |
Organization Criterion In Advanced Search | Indicates whether the "Organization" criterion is available in the development activity advanced search. |
|
Public | Development Activity Search |
Development Activity Sharing | Allows users to share their custom development activities either at the time of archiving or once the activity is archived. This setting applies only if the Enable Activity Sharing setting is set to Yes. |
|
Public | Development Planning |
Development Activity Assignment Limit | Determines the maximum number of employees to whom a development activity can be assigned at one time. |
|
Public | Development Planning |
Development Activity Average Rating Computation Delay | Indicates time in minutes allowed before the development activity average rating is computed. |
|
Protected | Development Planning |
Development Activity Rating Mandatory | Forces users to provide a rating when archiving development activities. |
|
Public | Development Planning |
Development Activity Sharing With Any Employees | Allows users to share their custom development activities with any employees in the organization. |
|
Public | Development Planning |
Development Activity Sharing With Direct Reports and Peers | Allows managers to share their custom development activities with their direct reports and peers. |
|
Public | Development Planning |
Development Activity Sharing With Network People | Allows users to share their custom development activities with people in their network including tag filters. |
|
Public | Development Planning |
Development Planning Default Approval Request Duration | Determines the default number of days before the development planning approval request is considered late. |
|
Public | Development Planning |
Enable Activity Sharing | Allows users to share their custom development activities. |
|
Public | Development Planning |
Enable Custom Contexts Managing | Indicates if users can create user-defined contexts. |
|
Public | Development Planning |
Enable Development Activity Rating | Allows users to rate development activities after archiving them. |
|
Public | Development Planning |
Enable Development Activity Recommendation | Allows users to recommend development activities. |
|
Public | Development Planning |
Enable Development Planning | Enables Development Planning functionality in the application. |
|
Public | Development Planning |
Enable Development Plan Printing | Enables the development plan printing feature in the application. |
|
Private | Development Planning |
Maximum Number of Activities Recommended | Determines the maximum number of activities recommended to an employee. |
|
Public | Development Planning |
Maximum Number of Context Items per Development Activity | Determines the maximum number of context items that a user can select when linking an activity. |
|
Protected | Development Planning |
Maximum Number of Items per Development Activity Context | Determines the maximum number of items per context (O, L, F, etc.) when managing development activities. |
|
Protected | Development Planning |
Number of Most Relevant Activities Displayed in Search | Determines the default number of most relevant activities displayed in the activity search. This setting determines the number of top rated activities displayed by default when the search result grid first displays, so that the list does not open empty. |
|
Public | Development Planning |
Display Employee Metrics | Determines if the employee metrics will be shown on the back side of the performance cards. |
|
Public | Global Settings |
Employee Metrics User-Defined Fields Search Configuration | Manages the Employee Metrics UDFs used in Advanced Search and filters within the Talent Browser and Talent Pools. | Global SettingsPerformance Configuration > [Performance] > Administration > [Employee Management] | ||
Employee User-Defined Fields Search Configuration | Manages the Employee UDFs used in Advanced Search and filters within the Talent Browser and Talent Pools. | Global SettingsPerformance Configuration > [Performance] > Administration > [Employee Management] | ||
Enable LinkedIn Integration | Used to enable LinkedIn Integration for the Talent Profile Properties configuration; and the Work Experience, Education and Certification sections of the Talent Profile. |
|
Protected | Global Settings |
Enable Spell Checker | Indicates if the Spell Checker functionality is available. |
|
Public | Global Settings |
Enable Talent Profile | Indicates if the Talent Profile page is displayed. |
|
Public | Global Settings |
Supporting Tools Displayed by Default | Controls the display of the Supporting Tools window in all sections of Performance in which it appears. When set to Yes the setting makes the Supporting Tools window open (or expanded) by default. When set to No the setting makes the window closed (or collapsed) by default. No is the initial default value for this setting when the application is first opened. In either case the window includes its own expand/collapse button that allows you to open or close it as needed. |
|
Public | Global Settings |
Feedback Requests Use Ratings | Determines if the 5-star rating scale is displayed in feedback requests. |
|
Public | Feedback |
Enable Feedback Approval | This setting enables feedback approval and controls if the approver selector and details are displayed. It also controls the activation of the approval workflow mechanism. Also when set to yes, the Status column is available in the Sent view of the Feedback Journal. |
|
Public | Feedback |
Enable Public Access to Feedback | The feedbacks a user can see depend on this setting. When Private feedback is enabled the user sees feedback entries only when they are the author or recipient of the feedback. When public feedback is enabled, the user also sees all feedback provided about themselves or their direct reports. |
|
Public | Feedback |
Allow Feedback Deletion | Indicates whether it will be possible for the user to remove feedback entries from the feedback journal or not. |
|
Public | Feedback |
HR Administration Maximum Items | Number of items displayed in the HR Administration framework. |
|
Private | Global Settings |
Sender Email Address | Default email address used in the system-generated emails sent to the Performance users. |
|
Public | Global Settings |
Sender Email Address Alias | Name assigned to the email sender. Aliases are multilingual, but if no value is provided in a given language, the English value is used by default. |
|
Public | Global Settings |
Show Job Role Name or User Title | Indicates whether it is the job role name or the user title that is used as the employee's title in the application. |
|
Public | Global Settings |
Enable Job Position to Override Job Role or Job Title | For implementations using Position Management, use to indicate whether or not to use Job Position to override the Job Role or User Title in applicable areas of the application. (This is a setting introduced in Feature Pack 13B.) |
|
Public | Global Settings |
Talent Profile Competency Grouping | Indicates how competencies are to be grouped on the Talent Profile, that is by type or by group. |
|
Public | Global Settings |
Timeout Maximum Inactive Interval | Maximum inactive interval, in milliseconds, for a user logged in. |
|
Private | Global Settings |
Timeout Maximum Ping Number | Number of unreceived pings before the session is terminated. |
|
Private | Global Settings |
Timeout Ping Frequency | Frequency of pings in milliseconds. |
|
Private | Global Settings |
Timeout Reminder Delay | Time in milliseconds before session timeout reminder is displayed. |
|
Private | Global Settings |
Business Goal Default Measurement Type | Indicates the default “Measurement Type” field value when creating a business goal. |
|
Public | Goals Management |
Editable Business Goal Actual Value | Indicates if the “Quantitative Actual Value” field is editable by the end user. This field could be blocked from being modified if, for example, it is populated by an external system. |
|
Public | Goals Management |
Employee Goal Default Update Delay | Indicates the default “Update Delay” field value (in days) when creating an employee goal When the specified delay is expired, a Late icon is shown in the list of employee goals. |
|
Public | Goals Management |
Enable Business Goal Management | Enable business goal management. When enables, employee goals can be aligned to business goals. |
|
Protected | Goals Management |
Enable Business Project Management | Enable business project management within business goal management. Allows employee goals to be aligned on projects. Allows managers to manage projects (My Projects section). If the setting is to be deactivated but there are already employee goals aligned to projects, employee goals will continue displaying the business goal alignments as well as project alignments. |
|
Protected | Goals Management |
Enable Goals Management | Enables Goals Management functionality in the application for employees. The activation of this setting does not enable business goals, which are enabled by a specific setting. |
|
Protected | Goals Management |
Goals Management Default Approval Request Duration | Determines the default number of days before the goal approval request is considered late. |
|
Public | Goals Management |
Organization Content Languages | List of content languages available in the application, presented according to the organization's preferences. |
|
Private | Languages |
Organization Content Locales | The locales used to manage content in the application that are not covered by the setting "Organization Content Languages", like the custom text in career section, which can be overwritten by activated locales. |
|
Private | Languages |
Preferred Language Display Activation | Indicates if the "Language of Correspondence" is displayed or not in the "Preferences" of the user setup in User Management or in My Setup. |
|
Private | Languages |
Allow Mentor to Break Mentoring | Allows mentors to break the mentoring relationship with mentees. |
|
Public | Mentoring |
Employee Goals Accessible To Mentors | Enables mentors to see their mentees' employee goals and goal plan. |
|
Private | Mentoring |
Enable Mentoring | Indicates if the mentoring functionality is available. |
|
Public | Mentoring |
Maximum Mentees Per Mentor | Indicates the maximum number of mentees a mentor can have. There is no hardcoded limit, but it is recommended to not exceed 10. |
|
Public | Mentoring |
Review Accessible To Mentors | Enables mentors to see their mentees' performance review. |
|
Private | Mentoring |
Cancel Pending Multi-Rater Requests On Transfer | Cancel pending multi-rater requests when transferring reviews. |
|
Public | Performance Management |
Delete Manager's Ratings And Comments On Transfer | Delete the manager's ratings and comments when transferring reviews. |
|
Public | Performance Management |
Display Current Review Status | Determines if the current review status will be shown in the Review section on the back side of the performance cards. When displayed, it corresponds to the rating of the most recent assigned review. The most recent review is based on the date of the manager assignment. In the event that two reviews have the same manager assignment date, the most recent is determined as follows:
|
|
Public | Performance Management |
Effective Date Of Last Review | Indicates the effective date to be used for the last review. The purpose of this setting is to calculate what the most recent review is. The most recent review score can then be copied from the Historical Review table to the Employee Metrics table and displayed in the Talent Profile and on the Talent Cards throughout the application. |
|
Public | Performance Management |
Enable Performance Management | Enables Performance Management functionality in the application. |
|
Protected | Performance Management |
Enable Offline Review | Allows to activate or deactivate the offline review capabilities. |
|
Private | Performance Management |
Number Of Reviews For Performance Indicator Calculation | Indicates the number of last focal reviews used to calculate the performance indicator, displayed in the employee's succession plan. |
|
Public | Performance Management |
Rating | Rating |
|
Private | Performance Management |
Review Assignment Batch Commit | Number of reviews to be assigned and tasks created before a commit is performed within a single scheduled task. |
|
Private | Performance Management |
Review Assignment Batch Size | Number of reviews to be assigned in a single scheduled task before the next scheduled task. |
|
Private | Performance Management |
Review Generation Batch Commit | Number of reviews to be generated before a commit is performed within a single scheduled task. For example, among the 250 reviews to be generated within a scheduled task, proceed in bunches of 20 between each commit. |
|
Private | Performance Management |
Review Generation Batch Size | Number of reviews to be generated in a single scheduled task before the next scheduled task. |
|
Private | Performance Management |
Review User Interface Version 2 | Determines if Performance Reviews use the Version 2 user interface which provides performance improvements. |
|
Private | Performance Management |
Default Successor Readiness Value For Matching | Default suggested readiness value (in number of days) when matching successors to an open requisition. 0 means ready now. |
|
Public | Succession Planning |
Enable Succession Matrix | Indicates if the succession matrix mode is enabled. |
|
Public | Succession Planning |
Enable Succession Planning | Enables Succession Planning functionality in the application. |
|
Protected | Succession Planning |
Maximum Number of Succession Plan Options | Determines the maximum number of options within a succession plan. |
|
Public | Succession Planning |
Maximum Number of Succession Pool Options | Determines the maximum number of options within a succession pool. |
|
Public | Succession Planning |
Succession Planning Default Approval Request Duration | Determines the default number of days before the succession approval request is considered late. |
|
Public | Succession Planning |
Enable Talent Pool | Enables the Talent Pool functionality in the application. |
|
Private | Talent Pools |
Enable Team Management | Enables Team Management features such as Employee Change Requests and Manager Self-Service. |
|
Public | Team Management |
Job Position Configuration | Behavior with the corresponding job position when moving an employee to another manager. |
|
Public | Team Management |
Organizational Chart Pager Threshold | Indicates how many employee cards are displayed under a manager card before the pager mechanism is used in the organizational chart. |
|
Public | Team Management |
Team Management Default Approval Request Duration | Determines the default number of days before the team management approval request is considered late. |
|
Public | Team Management |
Matrix Management Enabled | Enables matrix management functionalities allowing a manager to delegate his tasks to another manager. |
|
Public | Matrix Management under |
Extended Matrix Management | Indicates if matrix manager relationships also apply to the direct reports of delegated employees. |
|
Public | Matrix Management under |
Maximum Number of Matrix Managers | Indicates the maximum number of matrix manager relationships that can be set for an employee. |
|
Public | Matrix Management under |
Maximum Number of Matrix Management Requests | Indicates the maximum number of matrix management requests a manager can have at the same time. |
|
Public | Matrix Management under |
Employee Change Matrix Management Behavior | Behavior Indicates how matrix manager relationships are handled when an employee changes manager. |
|
Public | Matrix Management under |
Enable DDI Integration | Enables DDI Integration to provide access to the Leadership Mirror system. |
|
Private | Global Settings |
DDI Integration – Leadership Mirror URL | Indicates the URL of the Leadership Mirror system. | https://lm.ddiworld.com | Private | Global Settings |
DDI Integration – SSOSaltKey | Indicates the value of the SSOSaltKey, which is equal to the vkey of the company and is generated when the company is originally set up for Leadership Mirror. The passed username will be validated against the company identified by the vkey. | None | Private | Global Settings |
DDI Integration – SSOSaltValue | The value of the SSOSaltValue is the secret key, which can be anything an organization specifies. The SSOSaltKey and SSOSaltValue must match in the client's setup for generating the Leadership Mirror URLs. As a multi-valued key, each value refers to a different company. | None | Private | Global Settings |
Autosave | Indicates if autosave is being used and whether it occurs between periods of inactivity (Idle) or at the same set interval, regardless of system activity (Automatic). |
|
Public | Global Settings |
Enable Global Accessibility | Enables global accessibility to activate accessibility features for all users. |
|
Public | Global Settings |
Autosave Interval | Indicates the amount of time between automatic saves. |
|
Public | Global Settings |
Number of Mentees Per Page | The maximum number of mentees that can be displayed on a single page in the mentoring center. | 5 (default) | Public | Global Settings |
Customizable Online Help
The Customizable Online Help feature provides your organization the ability to present contextual, customizable online help to your users. Configuration settings allow you to contextualize the presentation of online help at the Performance module level (reviews, goals, feedback, etc.). For each module you'll have the ability to display your organization's own custom content. Users will access it through the right side Supporting Tools pane which displays for each module. With this feature you can make available to your users, from within the application, your organization's relevant help content; such as internal policies and procedures, forms, and help videos.
Customizable Online Help Versus Standard Online Help.
Customizable Online Help - Is created by your organization, with your own content on your website or server. You can configure your URLs into Performance to display content in the right side Supporting Tools pane.
Standard Online Help - Is the default Oracle Taleo Standard Online Help content, which can be displayed from the Supporting Tools pane. It can be contextual in the sense the content provided can be at the level in the documentation relevant to the application module.
Display of Help in the Right Side Supporting Tools
When the pane is collapsed the Help button always displays below the Show Tools button, if both are enabled.
When the pane is expanded the Show Tools and Help display as tabbed frames, if both are enabled.
The internal size of the HTML frame is adaptive to the window height and fixed in width to 177 pixels.
Some websites use code that prevents them from being embedded within another frame.
There are methods for creating web pages your organization can use to have your hyperlinks launch popup windows. These may present a better way to organize help content for display, such as having a main page of help topic links leading to separate popup pages for each help topic.
Configuring the Customizable Help Display
No Help Display - Use the Activation setting for a module to activate the display of the Help tab in the Supporting Tools pane. The default setting is No (false or deactivated).
Customizable Online Help - Use the URL setting to display your organization's customized online help, by entering the URL path of the website where your content is stored into the applicable value field. Do this for each implemented language. This should be the path to the location where your policies, procedures, articles, video clips, etc. are accessible.
Standard Online Help as a default - Use the URL setting to display the default Standard Online Help, by copying the default URL for each implemented module and language (from a list provided at the bottom of the configuration page), and pasting it into the applicable Value field.
About the Use of Language Values in Configuration
On the Custom Help URL page, the list of language values displayed corresponds to the language(s) activated for a customer. The customer can create their own custom help in each language they've activated in Performance, and they can locate each language version on a separate URL page. They then configure the custom online help feature, for each applicable module, by entering their appropriate language specific URL(s) into the matching language value field(s). The result is the custom help displayed in the Supporting Tools pane will be the language version associated to the language that the user is currently logged in with.
If the customer chooses to display the standard online help rather than their own custom help, they can also configure the language display of the help presented for each module. On the Custom Help URL page, the list of Default URL Values displayed corresponds to the language(s) activated for a customer, as well as the section of the standard online help that documents the module. The customer copies the appropriate default url value(s) from the list, and pastes them into the appropriate language fields above. The result is the standard help displayed in the Supporting Tools pane will be the language version associated to the language that the user is currently logged in with.
Configuration
The customizable, contextualized online help configuration settings are listed in the following table. These are located at the navigation Configuration > [Taleo Performance] > Settings > [Product Settings] > [Refine By] Category = Help. All are Public settings, meaning the administrator can configure them.
Setting Name | Description |
---|---|
Custom Help Business Goals URL | Indicates the target URL for the Business Goals custom help. |
Custom Help Career Plan URL | Indicates the target URL for the Career Plan custom help. |
Custom Help Development Plan URL | Indicates the target URL for the Development Plan custom help. |
Custom Help Feedback Journal URL | Indicates the target URL for the Feedback Journal custom help. |
Custom Help Goal Plan URL | Indicates the target URL for the Goal Plan custom help. |
Custom Help Job Position Profile URL | Indicates the target URL for the Job Position Profile custom help. |
Custom Help Mentoring Center URL | Indicates the target URL for the Mentoring Center custom help. |
Custom Help My Projects URL | Indicates the target URL for the My Projects custom help. |
Custom Help Performance Review URL | Indicates the target URL for the Performance Review custom help. |
Custom Help Review Cycle Analytics URL | Indicates the target URL for the Review Cycle Analytics custom help. |
Custom Help Succession Plan URL | Indicates the target URL for the Succession Plan custom help. |
Custom Help Talent Browser URL | Indicates the target URL for the Talent Browser custom help. |
Custom Help Talent Pools URL | Indicates the target URL for the Talent Pools custom help. |
Custom Help Talent Profile URL | Indicates the target URL for the Talent Profile custom help. |
Setting Name | Setting Description |
---|---|
Custom Help Business Goals Activation | Activate or deactivate the setting for the Business Goals custom help. |
Custom Help Career Plan Activation | Activate or deactivate the setting for the Career Plan custom help. |
Custom Help Development Plan Activation | Activate or deactivate the setting for the Development Plan custom help. |
Custom Help Feedback Journal Activation | Activate or deactivate the setting for the Feedback Journal custom help. |
Custom Help Goal Plan Activation | Activate or deactivate the setting for the Goal Plan custom help. |
Custom Help Job Position Profile Activation | Activate or deactivate the setting for the Job Position Profile custom help. |
Custom Help Mentoring Center Activation | Activate or deactivate the setting for the Mentoring Center custom help. |
Custom Help My Projects Activation | Activate or deactivate the setting for the My Projects custom help. |
Custom Help Performance Review Activation | Activate or deactivate the setting for the Performance Review custom help. |
Custom Help Review Cycle Analytics Activation | Activate or deactivate the setting for the Review Cycle Analytics custom help. |
Custom Help Succession Plan Activation | Activate or deactivate the setting for the Succession Plan custom help. |
Custom Help Talent Browser Activation | Activate or deactivate the setting for the Talent Browser custom help. |
Custom Help Talent Pools Activation | Activate or deactivate the setting for the Talent Pools custom help. |
Custom Help Talent Profile Activation | Activate or deactivate the setting for the Talent Profile custom help. |
Configuring Custom Help Properties
You want to configure custom online help for the various modules and languages your organization has implemented in Performance.
The Help pane in the Supporting Tools is activated for each of the modules your organization wants to display custom help for.
Configure the Custom Help URL settings for the same set of modules.
Configuring Custom Help URLs
You want to configure custom online help for the various modules and languages your organization has implemented in Performance.
The Help pane in the Supporting Tools is now configured to display either no custom help, your organization's custom help content, or content from the standard online help.
Corporate Branding
The corporate branding offers administrators the ability to change the color theme and the company logo to be used throughout both Performance and Recruiting.
Corporate branding is configured in one single location and applies to all Taleo products together. In addition to the Oracle Fusion Skyros default theme, additional application themes are offered to better accommodate your corporate branding. The theme is set by the system administrator and once defined, is the same for all users of Performance and Recruiting.
Available Themes
-
Oracle Fusion Skyros - The Oracle Fusion Skyros theme is the default theme for new customers. Existing customers will keep their current theme, but have the possibility to change the default theme to Skyros in the product settings. The main difference from existing themes is the Skyros header, which is blue. Because of the blue header, organization logos that have a white background are not recommended for use with the new theme.
-
Taleo - This is the traditional Taleo green look. It offers organizations a look that is both modern and bright.
-
Aqua - This theme has light shades of blue, providing a bright yet tranquil look.
-
Sand - This theme presents shades of brown and tan and will suit companies that want a more earth-toned feel.
-
Silver - This theme presents shades of gray and corresponds to the most conservative theme available, aside from the Ice theme.
-
Ice - This theme is similar to Aqua and offers a cool, tranquil look using shades of blue.
Company / Organization Logos
The product setting Overlay Organization Logo is available for use in conjunction with the Skyros theme. This setting only works with the Skyros theme. Logos with a transparent background are required for this setting. Transparent PNG's are supported and recommended. For the best user experience, recommended practice is the logo used with the Skyros theme should be a light color, preferably white, with a transparent background.
-
When adding a company logo image, it must be properly sized in the application. It is displayed in the top left of each page in Taleo Enterprise. There can only be one static logo regardless of which modules are in use. The maximum image size is 280 x 40 pixels and smaller images should not be resized to equal the maximum, as this affects resolution and readability. The image must be horizontally aligned to the left and vertically aligned to center.
-
As for the image format, it must be a .png file type.
Corporate Branding Default Settings
Setting Name | Default value at migration | Defaults value for new zone |
---|---|---|
Overlay Organization Logo | OverlayCompanyLogo.png | OverlayCompanyLogo.png |
Default Theme | Current | Oracle Fusion Skyros |
Configuration
The following configuration settings control corporate branding.
Setting Name | Description | Location |
---|---|---|
Default Theme | Provides the ability to view and edit the organizational display theme. | |
Organization Logo | Provides the organization logo displayed in the applications UI. Supported format for the logo is PNG, with maximum dimensions of 280 x 40 pixels. | |
Overlay Organization Logo | Provides the organization logo displayed in the applications UI where a single color logo with transparent background is required. Supported format for the logo is PNG, with maximum dimensions of 280 x 40 pixels. |
Defining the Application Color Theme
Defining the application color theme allows the administrator to select the display color theme used throughout the user interface of Performance and Recruiting products.
When next accessing the Performance user interface the selected theme will be applied. Note that the color theme setting is global and therefore is the same for all users and products.
Changing the Company Logo
Changing the company logo is done to either replace the Taleo logo that is shown by default, or to replace your company's logo that is already displayed with a new one.
The maximum space available to hold the company logo is 280 x 40 pixels.
The file type must be PNG.
When next accessing the Performance user interface the selected logo will be displayed in the upper-left corner of the page, where the Taleo logo was previously shown. Note that the logo setting is global and therefore is the same for all users.
Spell Check
The spell check feature offers the ability to see misspelled words as you type comments in self-assessments, employee performance reviews and feedback request/response forms providing Rich Text Format and to select a replacement from a list of suggested words or accept the word as is.
When entering a comment, the misspelled words are indicated by a wavy red underline as you type and replacements are proposed in the right-click menu. When a misspelled word is accepted as is, it is added to the user's temporary library and will be saved for the current session only, which means that an accepted word in one session will be considered a mistake in another, unless it is accepted again and added to the temporary library for that session.
The language dictionary used to verify the spelling is automatically set to the selected application language. The currently supported languages for version 10 are da, de, en-uk, en-us, es, fi, fr, it, nl, no, pt, pt-br and sv (by default, en is en-us).
The spell check feature is enabled or disabled via the Enable LinkedIn Integration setting via .
Enabling the Spell Check Feature
Enabling the spell check feature activates the related feature in Performance and gives the user the ability to see misspelled words as comments are typed and allows to select a replacement from a list of suggested words or to accept the word as is.
Disabling the Spell Check Feature
Disabling the spell check feature deactivates the related feature in Performance and removes the ability for the user to see misspelled words as comments are typed as well as to select a replacement from a list of suggested words or to accept the word as is.
Creating the Legal Agreement to be Shown to Users at Log In
Creating the legal agreement allows the user to actually write the content of the agreement.
To be entitled to perform this task, the user must have the following user type permission:
Manage legal agreements
The newly created agreement is shown in the list of available legal agreements.
For the legal agreement to be displayed, it must first be activated and then set to be displayed.
Activating the Legal Agreement
Activation of a legal agreement is required for it to be displayed.
To be entitled to perform this task, the user must have the following user type permission:
Manage legal agreements
The desired legal agreement must be created.
In the list of legal agreements, the Active status will display next to the agreement.
For the agreement to actually be displayed to users, the related security policy setting has to be set to Yes.
Displaying the Legal Agreement to Users at Log In
Displaying the legal agreement is done by setting the related security policy to Yes.
To be entitled to perform this task, the user must have the following user type permission:
Manage legal agreements
Before setting the legal agreement to be displayed, it needs to be created and activated.
In the Security Policies page, click Edit next to Sign In.
In the Security Policies Editor page, select Yes for the Show the legal agreement to users at login.
Click Save.
The legal agreement is now configured to be displayed and will be shown to all users before they log into a Taleo product.
Job Role/Job Title/Position Display Setting Management
This feature provides your organization the ability to configure the display behavior of the Job Role, Job Title and Job Position fields in applicable areas of Performance Management. This is done using a pair of global configuration settings: Show Job Role Name or User Title and Enable Job Position to Override Job Role or Job Title.
The settings are described in the following Configuration table. The areas and fields in Performance Management in which Job Role, Job Title or Job Position are displayed and affected by these settings are detailed in the reference table titled Applicable Fields Using Job Role, Job Title and Job Position.
Configuration
The display of Job Role, Job Title and Job Position in many parts of the application can be controlled by the configuration settings in the following table. The settings are located in Configuration under the following navigation: [Performance] Settings > [Product Settings] > [Refine By] Keyword > Job Role).
Setting Name | Description | Possible Values | Security Level | Setting Category |
---|---|---|---|---|
Show Job Role Name or User Title | Use to specify whether the Job Role name or the User Title is displayed in applicable areas of the application. (This is a setting introduced in Feature Pack 7.5.) |
|
Public | Global |
Enable Job Position to Override Job Role or Job Title. | For implementations using Position Management, use to indicate whether or not to use Job Position to override the Job Role or User Title in applicable areas of the application. (This is a setting introduced in Feature Pack 13B.) |
|
Public | Global |
Applicable Job Role/Job Title/Position Fields
Applicable Fields Using Job Role, Job Title and Job Position
Application behavior with respect to the display of the Job Role, Job Title and Job Position fields is standardized in Performance Management, as summarized in the following table:
Applicable Fields Using Job Role, Job Title and Job Position |
|||
---|---|---|---|
Application Area |
Application Sub-Area |
Application Behavior Prior to 13B |
Application Behavior After 13B |
Collaboration |
My Network / Expand employee |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Development Plan |
Admin access development plan / request approval, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Development Plan |
Print Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Goal Plan |
Admin access Goal Plan / request approval, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
People Selector |
Search result, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
People Selector |
Tool tip, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Performance Card / Employee Card |
Job Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Performance Review |
General Information, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Performance Review |
Review tab/view, General Information section, Author Job Title and Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Performance Review |
Print Job Title, Author Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Review Hub |
Employee card, Job Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Review Hub |
List view, Job Title |
Uses Job Role Name. |
No change. |
Review Hub |
Matrix view, Job Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Review Hub |
Employee detail, Job Title (header) |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Review Hub |
Employee detail, Job Title (in metrics detail list) |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Succession Plan |
Admin access Succession Plan/request approval, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Talent Browser |
Organization Chart view, Card, Employee Title |
Uses Job Position always when exists. |
Check setting "Enable Job Position to Override Job Role or Job Title." |
Talent Browser |
Request Employee Change dialog |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Talent Browser |
Matrix manager Add page, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Talent Browser |
Snapshot Card, Manager and Employee Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Pool |
Member tab, list view, Job Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Pool |
Detail tab, user list view, Job Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Pool |
Member tab, matrix view, Employee details |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Pool |
Detail tab, chart cell view, Job Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Pool |
Add people to Talent Pool with People Selector |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Talent Pool |
In pool Details tab, pool context, Job Role name |
Not using Job Position. Label is Job Title but content is really Job Role. |
No change. |
Talent Profile |
General section header, Job Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Profile |
Employee Information section |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Profile |
Print Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Search |
Search result list view, Job Title |
Uses either Job Role or Job Title based on setting "Show Job Role Name or User Title". |
No change. |
Talent Snapshot Card |
Employee Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Snapshot Card |
Current Position |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Snapshot Card |
Manager Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Talent Snapshot Card |
Succession Plan, Successor Title |
Uses Job Position always when exists. |
Checks setting "Enable Job Position to Override Job Role or Job Title." |
Product Resource Administration
Application Label Customization
This enhancement provides the ability for text strings available in the Performance's user interface to be customized to the specific terminology used by clients.
The customization is performed in the TexTool application. The label changes can be done by Taleo consultants during implementation or by technical support via service requests.
Labels can be modified for any active language in a live production zone.
In order to modify labels, the following tasks need to be performed:
In Performance, identify the resource ID associated to the labels to be changed.
In TexTool, create a project associated with the customer, modify the labels and apply the project.
When labels are customized, it is important for clients to update their documentation accordingly, as Taleo provides all documentation materials based on the default labels.
Displaying Resource Identifiers
The Display Resource Identifiers user type permission is required.
Click Show Identifiers.
Close this window.
Starting with the next page that is displayed, resource IDs will be displayed in front of each element of the application.
Displaying Resource Identifiers in Performance
The Display Resource Identifiers user type permission is required.
-
Login to Performance as a support user.
-
Select via Resources > My Setup > Miscellaneous Preferences > Display resource identifiers.
-
Click Save and navigate to a different part of Taleo Performance.
The resource IDs are displayed.
You can return to My Setup and clear the option to hide the resource IDs.
Hiding Resource Identifiers
Resource Identifiers must be displayed.
The Display Resource Identifiers user type permission is required.
Click Hide Identifiers.
Close this window.
Starting with the next page that is loaded, resource IDs will no longer be displayed in front of each element of the application.
Removing History Elements
Removing history elements reduces the number of irrelevant history tracking events.
A mechanism automatically deletes history elements older than their defined retention period. This is applied to SmartOrg and Performance specific elements.
Performance Management | |
---|---|
Element | Retention (Months) |
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 |
Taleo Configuration / SmartOrg | |
---|---|
Element | Retention (Months) |
Welcome Center Content | 12 |
Seats | 12 |
Coverage Areas | 12 |
Message Templates | 12 |
Documents | 12 |
Paragraphs | 12 |
Messages | 12 |
Product Setting | 24 |
User Types | 12 |
User File | 18 |
Groups | 12 |
User Account (user access) | 6 |
Configuration Profile | 12 |
Organizations | 18 |
Organization Level | 18 |
Location | 18 |
Location Level | 18 |
Job Field | 18 |
Job Field Level | 18 |
Business Organization | 18 |
Business Organization Level | 18 |
Positions | 18 |
Competencies | 18 |
Competency Categories | 18 |
Competency Groups | 18 |
Competency Context | 18 |
Competency Definition Context | 18 |
Guidance Plan | 18 |
Rating Dimension | 18 |
Rating Model | 18 |
Job Role | 18 |
Job Role Context | 18 |
Job Profile Classification | 18 |