Fusion HCM-Taleo Integration - Oracle
OracleFusion HCM - Taleo RecruitingIntegration Configuration GuideFusion HCM: Releases 8, 9, 10, 11Taleo: Releases 14A, 14B, 15APart Number: E64220-04August 31, 2016
Oracle Fusion HCM-Taleo Recruiting Integration Configuration GuidePart Number: E64220-04Copyright (C) 2016 Oracle and/or its affiliates. All rights reserved.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may betrademarks of their respective owners.This software and related documentation are provided under a license agreement containingrestrictions on use and disclosure and are protected by intellectual property laws. Except as expresslypermitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in anyform, or by any means. Reverse engineering, disassembly, or decompilation of this software, unlessrequired by law for interoperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be errorfree. If you find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensingit on behalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S Government end usersare “commercial computer software” pursuant to the applicable Federal Acquisition Regulation andagency-specific supplemental regulations. As such, use, duplication, disclosure, modification, andadaptation of the programs, including any operating system, integrated software, and programsinstalled on the hardware, and/or documentation, shall be subject to license terms and licenserestrictions applicable to the programs. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications.This software or hardware and documentation may provide access to or information on content,products and services from third parties. Oracle Corporation and its affiliates are not responsible for andexpressly disclaim all warranties of any kind with respect to third-party content, products, and services.Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred dueto your access to or use of third-party content, products, or services.
CONTENTSRevision History . 1Introduction . 2Fusion and Taleo Release Pairings . 3Overview . 4Step 1 – Initial Taleo and Fusion Setup . 7Configure Taleo.7Foundation Data . 8Organization Structure. 9Location Structure . 11Job Field Structure . 15Position . 18Grade . 21Legal Employer. 23Department. 25Requisition Template . 27Exportable Statuses . 28Employee Creation. 33Security Policies . 37User Types. 38User Groups . 40Requisition Types . 41Network Data . 42Recommended Practices When Configuring Taleo. 43Taleo Settings Configuration Impacts . 49Configure Selected Candidates Notifications in Fusion . 52Export Network Data Using Taleo Connect Client . 56Import Network Data into Fusion . 59Import Network Data into Fusion – Fusion R8, R9 and R10 HDL Limited Mode . 59Import Network Data into Fusion – Fusion R10 HDL Full Mode . 64Taleo to Fusion Mapping . 66Step 2: Initial Data Load from Fusion to Taleo . 68Export All Fusion Data to Taleo . 68Validate Data is Correctly Received in Taleo. 72Step 3: Configuration of Synchronization between Fusion and Taleo . 74i
Schedule Regular HCM-Taleo Integration Related ESS Processes in Fusion . 76Step 4: Mapping of Third-Party Plans . 79Performing Mapping of Taleo Plans to Fusion Plans and Components . 79Step 5: Recruiting Related Tasks in Taleo . 81Create and Approve Requisition in Taleo . 81Create and Hire New Candidate in Taleo . 82Step 6: Requisition Synchronization Process . 84Step 7: Hiring Related Tasks in Fusion . 86Process Selected Candidate as Pending Worker in Fusion HCM. 86Process Selected Candidate for Rehire in Fusion HCM . 93Process Selected Candidate for Internal Candidate in Fusion HCM . 96ii
PREFACEThis Preface introduces the guides, online help, and other information sources available to help youmore effectively use Oracle Fusion Applications.ORACLE FUSION APPLICATIONS HELPYou can access Oracle Fusion Applications Help for the current page, section, activity, or task by clickingthe help icon. The following figure depicts the help icon.Note: If you don’t see any help icons on your page, then click the Show Help icon button in the globalarea. However, not all pages have help icons.You can add custom help files to replace or supplement the provided content. Each release updateincludes new help content to ensure you have access to the latest information. Patching does not affectyour custom help content.ORACLE FUSION APPLICATIONS GUIDESOracle Fusion Applications guides are a structured collection of the help topics, examples, and FAQsfrom the help system packaged for easy download and offline reference, and sequenced to facilitatelearning. To access the guides, go to any page in Oracle Fusion Applications Help and selectDocumentation Library from the Navigator menu.Guides are designed for specific audiences: User Guides address the tasks in one or more business processes. They are intended for userswho perform these tasks, and managers looking for an overview of the business processes. Theyare organized by the business process activities and tasks. Implementation Guides address the tasks required to set up an offering, or selected features ofan offering. They are intended for implementers. They are organized to follow the task listsequence of the offerings, as displayed within the Setup and Maintenance work area providedby Oracle Fusion Functional Setup Manager. Concept Guides explain the key concepts and decisions for a specific area of functionality. Theyare intended for decision makers, such as chief financial officers, financial analysts, andimplementation consultants. They are organized by the logical flow of features and functions. Security Reference Manuals describe the predefined data that is included in the securityreference implementation for one offering. They are intended for implementers, securityadministrators, and auditors. They are organized by role.iii
These guides cover specific business processes and offerings. Common areas are addressed in the guideslisted in the following table.GuideIntended AudiencePurposeCommon UserGuideAll usersExplains tasks performed by most s tasks within the Define CommonApplications Configuration task list, which isincluded in all offerings.Functional SetupManager UserGuideImplementorsExplains how to use Oracle Fusion FunctionalSetup Manager to plan, manage, and track yourimplementation projects, migrate setup data,and validate implementations.Technical GuidesSystem administrators,application developers, andtechnical members ofimplementation teamsExplain how to install, patch, administer, andcustomize Oracle Fusion Applications.Note: Limited content applicable to OracleCloud implementations.For other guides, go to Oracle Technology Network ntation.OTHER INFORMATION SOURCESMy Oracle SupportOracle customers have access to electronic support through My Oracle Support. For information, visithttp://www.oracle.com/pls/topic/lookup?ctx acc&id info or visithttp://www.oracle.com/pls/topic/lookup?ctx acc&id trs if you are hearing impaired.Use the My Oracle Support Knowledge Browser to find documents for a product area. You can search forrelease-specific information, such as patches, alerts, white papers, and troubleshooting tips. Otherservices include health checks, guided lifecycle advice, and direct contact with industry experts throughthe My Oracle Support Community.Oracle Enterprise Repository for Oracle Fusion ApplicationsOracle Enterprise Repository for Oracle Fusion Applications provides details on service-orientedarchitecture assets to help you manage the lifecycle of your software from planning throughimplementation, testing, production, and changes.In Oracle Fusion Applications, you can use Oracle Enterprise Repository athttp://fusionappsoer.oracle.com for: ivTechnical information about integrating with other applications, including services, operations,composites, events, and integration tables. The classification scheme shows the scenarios in
which you use the assets, and includes diagrams, schematics, and links to other technicaldocumentation.Other technical information such as reusable components, policies, architecture diagrams, andtopology diagrams.DOCUMENTATION ACCESSIBILITYFor information about Oracle’s commitment to accessibility, visit the Oracle Accessibility Programwebsite at ndex.html.Comments and SuggestionsYour comments are important to us. We encourage you to send us feedback about Oracle FusionApplications Help and guides. Please send your suggestions tooracle fusion applications help ww grp@oracle.com. You can use Send Feedback to Oracle from theSettings and Actions menu in Oracle Fusion Applications Help.v
Revision HistoryDateAugust 31, 2016ModificationJuly 17, 2015Updated candidate mappingfields:Home AddressHome Address 2Added new pairing: Fusion R11with Taleo 15A.Added procedures to import datainto Fusion depending on theFusion release.Added details on exportingnetwork data using TaleoConnect Client.Added three requisition fieldsthat must be configured in TaleoRecruiting Administration.Updated release pairings.July 14, 2015Initial publication.February 26, 2016February 26, 2016February 26, 2016February 26, 2016ChapterEmployee CreationFusion and Taleo ReleasePairingsImport Network Data into FusionExport Network Data Using TaleoConnect ClientTaleo Settings ConfigurationImpactsFusion and Taleo ReleasePairingsCopyright 2016, Oracle and/or its affiliates. All rights reserved.1
IntroductionThe out-of-the-box (OOTB) integration between Fusion Human Capital Management (HCM) and TaleoRecruiting seamlessly integrates the two best of breed solutions in the industry. The OOTB integrationenables the exchange of work structure, candidate, and worker data between Fusion HCM and TaleoRecruiting.The OOTB integration solution presents both Fusion and Taleo customers the unique opportunity toleverage the Fusion HCM system of record with the Taleo Recruiting application. The OOTB integrationsolution provides a typical recruiting integration model that allows customers to create and manage jobrequisitions in Taleo using foundation data such as Organizations, Locations and Job Fields (OLF),Departments, Legal Employers and Business Units defined within the Fusion system. Candidates selectedand hired in Taleo are then imported into Fusion. Subsequent tasks like creating workers are thencompleted in Fusion.The OOTB Fusion HCM - Taleo Recruiting Integration solution is targeted to existing Fusion HR customerswho are performing a new Taleo Recruiting implementation and who will only use Taleo for all theirrecruiting related activities.NOTE: This integration is currently generally available only to new Taleo customers who have yet tobegin their implementation of Taleo Recruiting, subject to meeting the Fusion and Taleo prerequisites. Itis under controlled availability for customers who are already live with Taleo Recruiting but areinterested in exploring options to migrate their existing custom integrations and undergoing any changemanagement associated with meeting the prerequisites. Contact your client executive or accountmanager for additional information on qualification and next steps.In the event that a built-in Fusion HCM - Taleo Recruiting integration solution does not meet thecustomer’s needs (for example, the New Hire Export from Taleo), it is possible to implement a tailoredintegration with a COR (Change Order), an ODA (Ordering Document or Exhibit Amendment), or a SOW(Statement Of Work) and at additional costs to customer.2Copyright 2016, Oracle and/or its affiliates. All rights reserved.
Fusion and Taleo Release PairingsThe OOTB integration solution is certified for the following release pairings: Fusion R8 with Taleo 14A, 14BFusion R9 with Taleo 14A, 14BFusion R10 with Taleo 14A, 14B, 15AFusion R11 with Taleo 15ACopyright 2016, Oracle and/or its affiliates. All rights reserved.3
OverviewThe OOTB Fusion HCM - Taleo Recruiting Integration solution consists of these fundamental steps:1.2.3.4.5.6.7.Initial Fusion and Taleo setupInitial data load from Fusion into TaleoConfiguration of the synchronization between Fusion and TaleoMapping of third-party plansRecruiting related tasks in TaleoRequisition synchronization processHiring related tasks and employee synchronization in FusionTo enable the integration between Fusion HCM and Taleo Recruiting, customers will need to log aService Request (SR) providing the details of the environments that they want to have connected.Additional information can be found on My Oracle Support.If you are using the delivered integration between Fusion HCM and Taleo Recruiting, follow the processas described in the “Taleo Zone Refresh with Fusion HCM P2T” white paper and be sure to use the SRtemplate “Taleo Zone Refresh with Fusion HCM P2T” for a coordinated Fusion HCM P2T and Taleo ZoneRefresh. You must suspend normal integration process scheduling between production environmentsuntil both the P2T and Refresh are completed.Also, it is not possible to perform a Taleo refresh from staging to production (T2P), which is normallydone in preparation for go-live. This is very important to preserve data integrity.Step 1: Initial Fusion and Taleo SetupDuring this phase of the integration, you will configure Taleo elements and prepare for the initial dataload.1.1.Configure Taleo ZoneThe Taleo zone must conform to a specific configuration to use the out-of-the-box integration.This involves the following steps:Configuring Foundation Data in a specific manner, that is the Organization, Location and Job Field structures.Creating user-defined fields and user-defined selections for Position, Grade, and Legal Employer.Creating exportable statuses. Setting up security policies. Modifying other elements as defined in this guide. 1.2.Configure Selected Candidate Notification in FusionYou must set up the notification in Fusion to notify the hiring manager or other users, when theselected candidate is imported from Taleo to Fusion. The hiring manager completes the hiring4Copyright 2016, Oracle and/or its affiliates. All rights reserved.
tasks in Fusion upon receiving the notification.1.3.Export Network Data using Taleo Connect ClientAs a part of this setup, you must extract the network data on Institution List, Certification
Oracle Fusion HCM - Taleo Recruiting Integration Configuration Guide Fusion HCM: Releases 8, 9, 10, 11 Taleo: Releases 14A, 14B, 15A Part Number: E64220-04
integrates the two best of breed solutions in the industry. The integration enables the exchange of work structure, candidate and worker data between Fusion HCM and Taleo Recruiting. The integration solution presents both Fusion and Taleo customers the unique opportunity to leverage the Fusion HCM system of record with the Taleo Recruiting .
User Guide Taleo Connect Client 7.5 1-1 Introduction Taleo Connect Taleo Connect Taleo Connect Server The Taleo Connect Server is the server-side portion of the Taleo Connect Platform embedded within the Taleo products. It enables the products to expose their integration offering through a secure gateway using system-to-system type messages.
E-Business Suite and HCM Cloud E-Business Suite and ERP/SCM Cloud E-Business Suite and CX Cloud 10 Oracle E-Business Suite and Practical Coexistence Scenarios Extend with SaaS –Hybrid is the New Normal 1.EBS ERP to Oracle HCM Cloud 2.EBS Payroll with Oracle HCM Cloud 3.EBS HCM to Oracle Taleo Cloud 4.EBS HCM to Oracle Talent Management Cloud .
SAP HCM Reporting/Validation Query Manager : Fiori App Document BuilderTM HCM Reporting as a Service Variance Monitor for HCM SAP HCM Transformation System Landscape Optimization (SLO) SAP HCM Migration SAP HCM Carve Out SAP HCM CC Carve Out SAP HCM Merger SAP
7 · Mobile for Talent Management Cloud Service Administration Guide Oracle Taleo Mobile Overview Oracle Taleo Mobile is an application designed for iPad and iPhone, as well as certain Android-based devices. It provides functionalities and features based on the Taleo Enterprise Recruiting on a mobile platform. Oracle Taleo
o Any Taleo Connect Client services; o Any Taleo Connect Broker services; and o Any services not expressly identified above. Oracle Taleo and HCM Professional Services Descriptions Page 5 of 40 Term and Consumption of Service Hours. For this order, you must purchase a minimum of twenty (20) hours and maximum of fifty (50) hours of Services. .
Oracle Taleo Enterprise Integration Taleo Connect Client User Guide Feature Pack 13C Part Number: E51437-04 March 2014. Taleo Connect Client User Guide
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