17Taleo Connect
Taleo Connect
Taleo Connect and Onboarding (Transitions)
It is possible to launch all four types of processes using Taleo Connect: Pre-Hire Validation, New Hire, Offboarding and (advanced) E-Offer.
Templates for Exporting Onboarding (Transitions) Data Via Taleo Connect
Templates are available in Taleo Connect to assist customers in exporting the data stored in Onboarding (Transitions) about their candidates, their processes and related information.
These templates are associated with the Transitions Process object and can be modified by customers. For instance, data fields, including user-defined fields, can be added or removed from the templates. The export templates can be helpful for the purposes of custom reports or for other purposes depending on business requirements and intended recipients. The templates create output in either comma-separated (CSV) or XML formats, and can be further manipulated by each customer as needed.
New Hire Data Export from Onboarding (Transitions) (CSV)
Template used to export a large number of fields about each candidate/new hire and the person's requisition. Template assists with tracking or classifying each candidate/new hire and process for various purposes.
The exported fields include: new hire's name, candidate number, employee numbers, email address(es), internal or external status, Social Security or SIN number, information about the requisition and its OLF, job start date, information about the recruiter and hiring manager and assistants, and information about the process such as its name, status, progress, start and end dates.
Task and Assignee Export from Onboarding (Transitions) (T-XML)
Template used to export critical information about each candidate's/new hire's process and the participants involved. This template can be useful for identifying workflow efficiencies and/or bottlenecks in the process progression.
The exported fields include: new hire's name, candidate number, employee numbers, the requisition information, name, the status, progress, start and end dates for each process, and each task's name, description, assignee(s), start date, due date and end date.
E-Signature Export from Onboarding (Transitions) (CSV)
Template used to export all electronic signature information gathered during any process, to see which people provided a validated E-Signature when and from where. Please note that there is no direct correlation between each E-Signature field and the user-defined forms on which it was presented to the user during a process. Rather, it is the responsibility of the Onboarding (Transitions) administrator to track carefully that an E-Signature field was configured to appear on a specific form for a specific assignee. The CSV output file is a long list of rows, each one containing information that identifies the candidate/new hire's process and one of each E-Signature field that was filled in during the process from among the fifty generic E-Signature fields and the four E-Signature fields earmarked for E-Offer and U.S. form I-9.
The exported fields for each row include: new hire's name, candidate number, employee numbers, email address(es), information about the process such as its name, status, progress, start and end dates, and for each E-Signature--its name, code, type, signer's first and last name, date on which it was successfully signed (with time stamp, in GMT time zone, in yyyy-MM-dd), and the IP address from which the successful signature was received.
Advanced E-offer Export from Onboarding (Transitions) (CSV)
Template used to export the information pertaining to each candidate's offer and E-Offer electronic signature. This template can be useful for record-keeping or auditing activities. This is meaningful in zones that use the Advanced E-Offer feature that relies on Onboarding (Transitions) and Recruiting integration.
The exported fields include: new hire's name, candidate number, employee numbers, email address(es), information about the process such as its name, status, progress, start and end dates, and for the E-Offer electronic signature--its name, code, type, signer's first and last name, date on which it was successfully signed (with time stamp, in GMT time zone, in yyyy-MM-dd), and the IP address from which the successful signature was received, and many fields about the offer (if they are used) including salary, pay frequency, bonus, vacation, stock, options, commission, and others.
New Hire Direct Deposits Export from Onboarding (Transitions) (CSV)
Template used to export information pertaining to banking choices that might have been gathered from the new hire/employee on a user-defined form. This template can be useful for passing this information to another department or system. The CSV output file is a long list of rows, each one containing information that identifies the candidate/new hire's process and one single direct-deposit choice that has been filled in that process.
The exported fields for each row include: new hire's name, candidate number, employee numbers, email address(es), information about the process such as its name, status, progress, start and end dates, and for the specific direct-deposit choice--its institution name, folio, pay distribution and transit number.
Terminate In Progress Onboarding Steps Using Taleo Connect
You can use Taleo Connect (TCC) to terminate Onboarding steps with a status of In Progress. The Terminate Task method is available within the Transition Process entity. You should download the latest PIP file containing the method to be able to terminate steps using TCC. You can enter the process code, step name, process status and task code to uniquely identity the step to be terminated.