Processes List

The Processes section in the Onboarding (Transitions) Center lists all candidates and employees who are or who were involved in a process that your user type permissions allow you to view.

Processes serve the purpose of assigning the right tasks to the right people at the right time. The Processes list shows candidates and employees who are and/or were assigned to a process. For each candidate and employee, the list also includes the corresponding process name, job title, start date and current process status. The progression column indicates the progress of each process (expressed as a percentage) toward completion. The progression bar is green if the due date of all related "In Progress" tasks has not been exceeded. The bar is red if the due date of any related "In Progress" tasks has been exceeded.

As soon as a process is started (i.e. "In Progress" status), either in the Recruiting Center or through Taleo Connect, the person's name, process and other information are displayed in the Processes list.

The candidates and processes displayed are dependent on the filter you apply in the Processes section and the filters available for selection are dependent on your user type permissions.

Each row contains the following information regarding the candidate or employee and the corresponding process.

Process List Columns
Column	Description
Candidate/Employee	The candidate or employee who is in a process.
Process	The process involving the candidate or employee.
Job Title	In the case of a candidate, the job title is the one recorded in the requisition. In the case of a new hire or employee, the job title is the position held by the person.
Start Date	The candidate start date as specified in the offer.
Status	The current status of the process. Statuses are: In Progress, Pre Start Date, Post Start Date, Delayed, Suspended, Completed, Canceled, New Hire.
Progression	The progression bar is an approximation of the percentage of tasks completed in the process. The bar is divided into 10 blocks, each representing 10% of the total number of tasks in the process. Blocks have no color or are green or red. A progression bar that has no colored blocks indicates one of the following things: that the current date is later than the due date of the first task in the process; that less than 10% of the tasks have been completed; that the process was canceled. Green blocks indicate that the current date does not exceed the due date for uncompleted tasks. Red blocks indicate that the task whose current status is "In Progress" has not been completed and the current date exceeds the due date of the task. Consequently, the process is behind schedule. Two criteria are used to calculate the numerical representation of task completion (e.g. 25%): the number of uncompleted tasks compared with the total number of tasks in the process; the duration of each task—tasks that take longer to complete being weighted more than tasks that take less time. If a process includes tasks that do not apply to a particular candidate or employee (for example, location-specific forms), the process is typically configured to advance in spite of these irrelevant tasks. These tasks are considered to be incomplete tasks in the calculation of task completion. As soon as the last relevant task in the process obtains "Completed" status, however, task completion changes automatically to 100%.

The list can be filtered by type of process.

Process Type
Type	Description
Pre-Hire Validation	Process that prepares for a candidate who the organization plans to hire. A process of this type could be created to obtain additional information from candidates that was not obtained from the candidate profile or interviews, for example.
New Hire	Onboarding process that ensures that everything is in place such that a new hire becomes productive quickly.
Offboarding	Process that ensures that all tasks related to the termination of an employee's employment at the organization are performed.
E-Offer	Process suitable for complex electronic offers (online offers). Some organizations might use E-Offer flows that require multiple approvers, for example.

The list can be further filtered by the status of the process.

Refine by
Status	Description
All	Displays all Onboarding (Transitions) processes to which the user has access.
In Progress	Displays Onboarding (Transitions) processes that are in progress and to which the user has access.
Suspended	Displays Onboarding (Transitions) processes that were interrupted and to which the user has access.
Completed	Displays Onboarding (Transitions) processes that were completed and to which the user has access.
Canceled	Displays Onboarding (Transitions) processes that were canceled and to which the user has access.
Post Start Date	Displays Onboarding (Transitions) processes that have started and for which the Job Start Date has not yet arrived.
Past Start Date	Displays Onboarding (Transitions) processes that have started and for which the Job Start Date is in the past.
Delayed	Displays Onboarding (Transitions) processes that were delayed. A process has Delayed status when the current task was due before the current date and has not been completed.
Keyword	Retrieves Onboarding (Transitions) processes that have the word in the New Hire, Process or Job Title fields.
New Hire	Searches for new hires by name.
Process Initiated	Allows you to target the onboarding processes that began within a specific date range. You can select the provided recent ranges, or set up a custom range. The maximum custom range is one year.

You can click a candidate name in the Processes section to view the process details such as the process owner, process steps and attached files.