Restarting a Process from the Recruiting Center and Onboarding (Transitions) Center
Sometimes an error is made during an Onboarding (Transitions) process, and it is deemed necessary to restart the process to correct the error. This can be done by the Recruiting Center user in the same way that the process was initially started, or it can be done by the Onboarding (Transitions) Center user as well. Note that there is no way to re-open a specific task or form after it has been submitted, if the process was not designed to allow corrections on a later form. This is why an important error in a submitted form might warrant restarting the whole process again from the beginning.
Anytime a process is started in Onboarding (Transitions), it uses the most up-to-date information. If a process is restarted, it starts from the beginning, assigning every task to the right participants. Usually this means that the same forms will be assigned to the same people when the new process is running. Fortunately, the system has saved almost all of the information that they had entered into the system the first time they submitted the form. This means that almost all of the fields will appear prefilled when the assignees revisit the form in the restarted process. The only fields that are empty are those designed to store their data uniquely per process (e.g. E-Signature): these are expected to be filled every time the process runs. For example, an assignee's electronic signature must be re-entered each time the form is presented, regardless of whether the data on the form has been updated. By contrast, most fields do not store their information uniquely per process: the majority of information in Oracle Taleo Enterprise Edition is related to the candidates/employees themselves, or the requisition, or the offer. So these values do not disappear or change just because a process has been restarted for the same candidate, requisition, and offer. Rather, they retain the most recently updated information about the candidate, from any source (an onboarding form, a career section, Recruiting or Taleo Connect). Remember that it is impossible to update information about the requisition or the offer inside an onboarding form: these must be edited following the normal business logic in the Recruiting Center.
Provided users have the required permissions, they can restart a process using the following methods:
From the Recruiting Center, users select the candidate submission and cancel the running process (if it was originally started there). Then, they start the process again by choosing the exact same process. This method works for New Hire and Pre-Hire processes only. For details, see Restarting a Process from the Recruiting Center.
From the Onboarding (Transitions) Center, users select the candidate's process, and from the Process page they click Restart. This launches the exact same process again for the same person, from the beginning. This method works for all running process types. For details, see Restarting a Process from the Onboarding (Transitions) Center.
From Taleo Connect, the Cancel Process action can be called for this running process. Then the Start Process action can be called for this same process definition and person and submission (if any). This method works for all running process types.
If a process is canceled, tasks whose status is In Progress are terminated/canceled.