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