Contents

• Title and Copyright Information
• Preface
• 1 Onboarding (Transitions) Basic Concepts
  • About Onboarding (Transitions)
  • Processes in Onboarding (Transitions)
  • Simple Process Example
  • Complex Process Example
• 2 Getting Started
  • Login
    • Login Procedure
    • Accessing an Oracle Taleo Enterprise Edition Application
    • Using the Forgot Password Link
    • The Welcome Center
  • Getting Help
    • Online Help
    • Support
    • Tooltip
    • Release Notes Message
    • Deactivating the Release Notes Message
  • Menus and Navigation Tools
    • Configuration Menu
    • Onboarding (Transitions) Administration Menu
    • Auxiliary Navigation Bar
    • Quick Access
    • Recently Viewed Items
    • Breadcrumb Trail
    • Pagination Icons
  • Other Tools
    • History Tracking
    • Rich Text Editor
    • Languages
      • Supported Languages
    • Application Time-out
• 3 Accessibility
  • Accessibility in Onboarding Transitions: Overview
  • Accessibility Best Practices for Onboarding (Transitions)
  • Tasks Tab Layout: Example
• 4 Central Configuration
  • Settings
    • Settings
    • Candidate Information Integrity While Editing
    • Onboarding (Transitions) Settings
    • Configuring a Setting
    • Restoring the Default Value of a Setting
  • User Types and Permissions
    • Onboarding (Transitions) Permissions
  • Organizations, Locations, Job Fields
    • Fundamental Data Structure: Organization-Location-Job Field (OLF)
  • Operation Modes
    • Operation Mode
    • Modifying the Operation Mode
  • Release Notes Messages
    • Release Notes Message
    • Configuring the Release Notes Message Feature
    • Creating the Release Notes Message Content
    • Release Notes - Permissions and Settings
    • Configuring Configuration Profiles to Display Release Notes Information
    • Release Notes - Other Configuration Tasks
    • Editing the Release Notes Message
    • Setting the Release Notes Message Validity Period
    • Displaying the Release Notes Message
    • Hiding the Release Notes Message
  • SmartOrg User Accounts and Transitions
    • SmartOrg User Account Creation When Process Started
  • Single Sign-On
    • Single Sign-On
    • Identity Provider (IdP) and Service Provider
    • Metadata File
    • Single Sign-On Flows
    • Challenge, Error and Exit URLs
    • Certificate and Validation
    • User Synchronization
    • Identity Provider Bindings
    • Identity Provider Trusted Certificates
    • Configuring Single Sign-On
    • Recommended SSO Implementation
    • Granting Permission to Manage Single Sign-On
    • Configuring an Identity Provider
    • SmartOrg Service Provider Settings
    • Career Section Service Provider Settings
    • Exporting SmartOrg Service Provider Metadata Files
    • Registering Service Providers (SmartOrg and Career Section) in the IdP
    • Deleting an Identity Provider
    • Adding an IdP Trusted Certificate to an Identity Provider
    • Deleting an IdP Trusted Certificate from an Identity Provider
    • Configuring Career Sections Individually for Service Provider-Initiated Access
    • Displaying SSO-protected URLs
    • Bypassing Single Sign-On
    • Career Section SSO Configuration Wizard
    • Identity Provider Metadata Example
    • SmartOrg Metadata Example
    • Career Section Metadata Example
    • Configuring Oracle Identity Federation
• 5 Onboarding (Transitions) and Career Sections
  • Onboarding (Transitions) Tasks in Career Sections
  • Onboarding (Transitions)-only Career Section
  • Building an Onboarding (Transitions)-only Career Section
  • Onboarding (Transitions)-only Career Section Properties
• 6 Fields and Selections
  • Data Sharing Between Recruiting and Onboarding (Transitions)
  • Standard Fields and User-defined Fields
    • Creating an Onboarding (Transitions) User-defined Field
  • User-defined Selections
    • Creating an Onboarding (Transitions) User-defined Selection
  • User-defined Fields and Selections - Other Configuration Tasks
    • Selecting User-defined Fields for Reports
    • Deleting a User-defined Field
    • Deleting a User-defined Selection
    • Deleting an Element in a User-defined Selection
    • Disabling an Element in a User-defined Selection
    • Disabling a User-defined Selection
  • Electronic Signature
    • Configuring an Electronic Signature
    • Electronic Signature on a Form
    • Configuring an Electronic Signature Field to Capture Data on a Form
    • Electronic Signature on a PDF
    • Adding an Electronic Signature in a PDF
    • Date and Time Setting for Electronic Signatures
• 7 Images
  • Working with Images
  • Adding an Image to the Images Library
  • Deleting an Image from the Images Library
• 8 Forms
  • User-defined Form
  • Creating User-defined Forms
    • Creating a User-defined Form
    • Previewing a User-defined Form
    • Translating a User-defined Form
    • Enabling a User-defined Form
    • Field Selected Element Properties
  • User-defined Forms - Other Configuration Tasks
    • Duplicating a User-defined Form
    • Disabling a User-defined Form
    • Deleting a User-defined Form
    • Adding a Page in a User-defined Form
    • Reordering Pages in a User-defined Form
    • Deleting a Page in a User-defined Form
    • Adding a Field to a User-defined Form
    • Deleting a Field in a User-defined Form
    • Adding Multi-Row Fields in a User-defined Form
    • Adding an Image to a User-defined Form
    • Printing a Non-Filled User-defined Form
    • Modifying User-defined Forms - Best Practices
  • Links in User-defined Forms
    • Adding a Hard-Coded Link in a Text Field
    • Adding a Dynamic Link in a User-defined Field
    • Adding a Dynamic Link in a Standard Field
  • OVI Partner Fields in User-defined Forms
  • History Tracking in User-defined Forms
  • Candidate/Employee Details Form in the Onboarding (Transitions) Center
    • Configuring the Details Form
  • I-9 Form
    • U.S. Form I-9
• 9 Message Templates
  • Message Templates
  • Onboarding (Transitions) Message Template - Key Concepts
  • Creating Message Templates for Onboarding (Transitions)
    • Defining the Properties of the Message Template
    • Creating the Content of the Message Template
    • Adding an Attachment to the Message Template
    • Previewing the Content of the Message Template
    • Enabling the Message Template
  • Message Templates for Onboarding (Transitions) - Other Configuration Tasks
    • Duplicating a Message Template
    • Enabling a Message Template
    • Deleting a Message Template
    • Removing an Attachment from a Message Template
  • Security Message Templates
    • Message Templates Related to Security
  • Email Addresses Used for Correspondence Tasks
    • Email Addresses Used for Correspondence Tasks
• 10 Documents
  • Document
  • Paragraph
  • Creating a Text Document
    • Defining the Properties of a Text Document
    • Adding a Paragraph to a Text Document
    • Creating a New Paragraph for a Text Document
    • Reordering Paragraphs in a Text Document
    • Previewing a Text Document
    • Enabling a Document
  • Documents - Other Configuration Tasks
    • Removing a Paragraph Included in a Text Document
    • Editing a Paragraph Included in a Text Document
    • Duplicating a Text Document
    • Disabling a Document
    • Disabling a Paragraph
    • Deleting a Document
  • PDF Documents
    • Creating a File-based Document
    • Viewing a PDF Attached to a File-based Document
    • Variables in PDF Documents
    • Inserting Variables in a PDF Document
    • Updating PDF Documents in an Existing Process
    • Workflow for Capturing Information to Be Displayed in PDFs
    • Common Onboarding (Transitions) Field Types and Corresponding Adobe Acrobat Fields
    • Getting Help in Adobe Acrobat
• 11 Content Pages
  • Content Page
  • PDF Documents in Content Pages
  • Security Alert when Opening PDF Files from Content Pages
  • Content Pages That Target a Candidate or Employee
  • Creating and Configuring a Content Page
    • Creating a Content Page
    • Configuring a Default Content Page
    • Associating Personalized and General Documents with a Content Page
    • Associating Organizations, Locations, and Job Fields with a Content Page
  • Content Page - Other Configuration Tasks
    • Editing a Content Page
    • Enabling a Content Page
    • Deleting a Content Page
• 12 Onboarding (Transitions) and Learn
  • Onboarding (Transitions) and Learn
  • Pairing Up Learn with SmartOrg
  • Preparing Learn to Be Visited
  • Configuring the Onboarding (Transitions) Form to Visit Learn
    • Specifying the Learn URL
  • Completing the Learn Task
• 13 External Services
  • External Services
  • Configuring External Services
    • Granting Permissions to Configure External Services
    • Editing the External Service Properties and Settings
    • Configuring Input Fields
    • Creating a Message Template
    • Selecting Correspondence for an External Service
    • Enabling the External Service
    • External Service Properties and Settings
  • Variables to Display External Service Results
  • Troubleshooting External Services
  • Disabling an External Service
  • External Services and Multiple Participants
  • External Service Request Tasks and Results in the Onboarding (Transitions) Center
  • OVI Partner Invitation Task
  • Marking Candidates as Ready to be Exported
    • Creating a Mark as ready to be exported Task
• 14 Tasks
  • Tasks
  • Functional Roles and Tasks
  • Creating a Task
• 15 Processes
  • Key Concepts
    • Process
    • Process Owner
    • Supervisor
    • Step
    • Understanding Step Execution
    • Understanding Routing Steps
    • Transition
    • Viewing Details on Transitions Added to a Process
    • Condition
    • Operators used in Conditions
    • Date Based Condition
    • Evaluation of Conditions on Partner Update
    • Conditions Based on Null Values
    • Preview Process
    • Setting Hold Until Prior Task Completion
    • Revisiting Tasks by Looping
    • Dynamic Condition Evaluation (DCE)
    • Launching an Onboarding (Transitions) Process for Candidates/Employees with no Email Address
  • Building a Process
    • Analyzing Your Process
    • Defining the Properties of a Process
    • Creating User-defined Forms
      • Creating a User-defined Form
      • Previewing a User-defined Form
      • Translating a User-defined Form
      • Enabling a User-defined Form
    • Creating Message Templates for Onboarding (Transitions)
      • Defining the Properties of the Message Template
      • Creating the Content of the Message Template
      • Adding an Attachment to the Message Template
      • Previewing the Content of the Message Template
      • Enabling the Message Template
    • Creating a Task
    • Creating a Step
    • Enabling Form Snapshots within a Step
    • Creating a Transition
    • Creating a Condition
    • Associating a Process to a Process Type
    • Associating a Process with Organizations, Locations and Job Fields
    • Previewing a Process
    • Enabling a Process
  • Processes - Other Configuration Tasks
    • Creating a Task Reminder
    • Deleting a Task Reminder
    • Creating a Task Notification
    • Removing a Task Notification
    • Disabling a Process
    • Deleting a Draft Process
    • Automatically Deleting Old Processes
    • Deleting a Task
    • Deleting a Step
    • Deleting a Transition
  • Processes in the Recruiting Center and Onboarding (Transitions) Center
    • Launching and Canceling Onboarding (Transitions) Processes in the Recruiting Center
    • Viewing Transitions Processes Via Channels and Links in the Recruiting Center
    • Restarting a Process from the Recruiting Center and Onboarding (Transitions) Center
    • Restarting a Process from the Recruiting Center
    • Restarting a Process from the Onboarding (Transitions) Center
    • Files Uploaded from Tasks Tab Available in Onboarding (Transitions) Center
    • Uploading Multiple Files on a Single Task
    • Creating a File Category
    • Enabling a File Category
  • Mentors for New Hires
• 16 E-Offer Process
  • Advanced Electronic Offer
  • Launching the Advanced E-Offer Process
  • Responding to the Advanced Electronic Offer
  • Receiving the Candidate's Response to the Offer
  • Updating the Offer Once the Advanced E-Offer Process is Running
  • Monitoring the Advanced E-Offer Process
  • Starting and Canceling the Advanced E-Offer Process with the Recruiting Center and Taleo Connect
  • Things to Consider when Configuring the Advanced Electronic Offer
  • Configuring the Advanced Electronic Offer
    • Enabling the Advanced Electronic Offer Setting
    • Granting the Permission to Extend Offers Electronically
    • Creating the Message Inviting Candidates to View the Offer On Line
    • Creating the Message Informing Recruiters of the Candidate's Response to the Offer
    • Configuring the E-Signature Validation Method for the Offer
    • Creating a Form for the Candidate to Respond to the Offer
    • Creating a Task to Update Candidate's Offer Status and Generate Offer Letter PDF
    • Creating a Task to Send the Message to Candidates
    • Creating a Task to Send the Message to the Recruiter/Participants
    • Creating a Task to Provide a Form to Respond to the Offer
    • Creating the E-Offer Process
  • Viewing E-Offer Letter PDF with the Advanced E-Offer Process
    • Configuring an Advanced Electronic Offer Letter PDF
    • Creating a File-based Document
    • Creating a Text Document
    • Creating a Content Page
    • Creating Content Page Task or Open PDF Task
  • Exporting E-Offer Letter PDFs using Taleo Connect
• 17 Taleo Connect
  • Taleo Connect and Onboarding (Transitions)
  • Templates for Exporting Onboarding (Transitions) Data Via Taleo Connect
  • Terminate In Progress Onboarding Steps Using Taleo Connect
• 18 Product Resource Administration
  • Resource Administration
    • Displaying Resource Identifiers
    • Hiding Resource Identifiers
    • Refreshing Resource Values
    • Blocking Resource Value Refresh
    • Unblocking Resource Value Refresh