Taleo Enterprise. Career Section Administration Guide 7.5

Transcription

1 Taleo Enterprise Career Section Administration Guide 7.5 February 23, 2011

2 Confidential Information and Notices Confidential Information The recipient of this document (hereafter referred to as "the recipient") agrees that the Confidential Information disclosed herein by Taleo shall be retained in confidence by the recipient, and its respective employees, affiliates and/or subsidiaries. For the purpose herein, the term "Confidential Information" shall mean the following: i. Any information, know-how, data, process, technique, design, drawing, program, formula or test data, work in process, business plan, sales, suppliers, customer, employee, investor or business information contained in a document, whether in written, graphic, or electronic form; or ii. Any document, diagram, or drawing which is either conspicuously marked as "Confidential", known or reasonably known by the other party to be confidential, or is of a proprietary nature, and is learned or disclosed in the course of discussions, demonstrations, or other collaboration undertaken between the parties. Limited Rights Notice (Dec 2007) i. These data are submitted with limited rights under Subcontract No These data may be reproduced and used by the Government with the express limitation that they will not, without written permission of the Contractor, be used for purposes of manufacture nor disclosed outside the Government; except that the Government may disclose these data outside the Government for the following purposes, if any; provided that the Government makes such disclosure subject to prohibition against further use and disclosure: None. ii. This notice shall be marked on any reproduction of these data, in whole or in part Taleo Corporation. Do not reproduce without the written permission of Taleo Corporation.

3 Revision History Revision History The table below provides information on the modifications that were made to the manual. Date Modification Chapter and Page Number August 10, 2007 September 6, 2007 October 24, 2007 Added the following settings: Display links allowing to withdraw submissions in the My Submissions and My Referrals page and to deactivate the account in the My account page. Display the job posting date in the My Submissions and My Referrals page. Display user-defined job submission status in the My Submissions and My Referrals page. Display the link View Messages in the My Submissions page. Added questions regarding Taleo Hosted Career Section Branding. Added an example for the Career Section URL feature. Added a note regarding the Enable Resume Parsing setting. Changed the wording of explanations regarding the Enable Customization of Job Submission Statuses setting. Added a note regarding the steps available in the Workflow Statuses Usage list in the Job Submission Status Configuration page. Added a note regarding the behavior of the Jobs Matching My Profile tab. Added enhancements done in SP2: Added information regarding the new career section sequence number. General on page 4-4 Posting on page 4-5 Candidate Communication Agent on page 4-6 Questions Regarding Taleo Hosted Career Section Branding on page Career Section URL on page 4-11 Enable Resume Parsing on page 9-7 Job Submission Statuses on page 9-19 Job Submission Statuses on page 9-19 Career Portal Pages on page 4-14 Defining the Sequence of Career Sections on page 4-2 CONFIDENTIAL INFORMATION i

4 Revision History Date Modification Chapter and Page Number Added the setting to expand or collapse search criteria. Added information regarding a new icon that indicates in which language(s) an element is activated. Basic Search on page 4-14 and Advanced Search on page 4-16 Description of the Career Sections Page on page 4-1 Description of the User-defined Forms Page on page 6-1 Description of the Statements Page on page 8-1 Description of the Career Portal Brands Page on page 10-1 Description of the Themes Page on page 11-1 Added new screenshots of pages where the language selector was added. Description of the Career Sections Page on page 4-1 Description of the User-defined Forms Page on page 6-1 Description of the Statements Page on page 8-1 Description of the Career Portal Brands Page on page 10-1 Description of the Themes Page on page 11-1 Viewing Labels Overridden in a Specific Language on page 4-44 Modified the Language Configuration information. This page now opens directly in edit mode. You no longer need to click Edit. Language Configuration on page 1-8 CONFIDENTIAL INFORMATION ii

5 Revision History Date Modification Chapter and Page Number Added sections on how to modify Taleo standard diversity forms, modify diversity question types and create possible answer types. Modifying Taleo Standard Diversity Forms on page 7-5 Modifying a Question Type on page 7-11 November 2007 December 2007 Added information regarding the radius search and Google map Modification of the content regarding the creation of diversity question types. Added a section regarding the Job Search Filter option. Modified the content on how to set OLF levels when creating a career section. Added information regarding the DPI setting. Added information on the ISI flow. Added a section on the Select link in user-defined forms. Creating a Possible Answer Type on page 7-11 Creating a Career Section on page 4-4 Setting Default Search Criteria on page 4-38 Levels displayed in the Candidate Profile on page 4-8 DPI Setting on page 1-4 Activating the Invitation to Self- Identify Flow on page 5-16 Behavior of the Select link in User-defined Forms on page 6-14 CONFIDENTIAL INFORMATION iii

6 Revision History Date Modification Chapter and Page Number January 2008 March 2008 April 2008 Added enhancements done in SP4: Added a note regarding the Not Specified answer in diversity forms. Added information on how to enable or disable the I do not wish to provide this information answer. Added information on the diversity questions. Added new settings in My Account section. Updated information on the following two settings: Display links allowing to withdraw submissions in the My Submissions and My Referrals pages and Display the link allowing to deactivate the account in the My account page. Added information regarding the Source Tracking block. Added the Attached File Format setting, which is no longer available in the Setup module. Added a section of Agent Confirmation Requests. Added information regarding images in the branding definition. Added enhancements done in SP5: Added information on the Access Management option. Added the Advanced Logic Draft Application Activation setting. Added information on how to embed a source ID, event ID and media ID in a URL. Added information on the application flow action Sending a Job Submission Acknowledgement Letter. Creating Answers to Questions on page 7-7 Modifying Answers on page 7-5 Viewing Information Regarding a Diversity Form on page 7-2 My Account on page 4-31 General on page 4-4 Source Tracking Block on page 5-18 Career Section Settings on page 9-2 Agent Confirmation Requests on page 9-25 Producing a Valid Branding Definition - Performed by your Organization s Web Team on page 10-5 Access Management on page 4-33 Career Section Settings on page 9-2 Career Section URL on page 4-11 Creating an Application Flow on page 5-4 CONFIDENTIAL INFORMATION iv

7 Revision History Date Modification Chapter and Page Number May 2008 July 2008 October 2008 Corrected an information regarding the Security Questions and/or Access Code setting. Added new chapter and section: Other: Determining Career Section Traffic on Job Description Views. Added a new step for RRS feeds in Career Sections, Properties section. Added explanation of Withdrawl Reason is Mandatory setting. Added step Always force this Career Section s job-specific application flow. Added the Display the link Forgot your user name? setting. Added the Display the link Forgot your password? setting. The Global Security section has been reorganized in the application. The Description of Global Security section has therefore been modified slightly while the Viewing and Editing Global Security Policies has been completed rewritten and an image has been removed. Information added to the Access Code cell in the Forgot Password table. Removed the Allow access by internal candidates (employees) only cell in the Security Settings section. New section added Branding for View Associated CS. New section added to Themes for View Associated CS. New section added to Application Flows for View Associated CS. Security Questions and/or Access Code on page 12-7 Determining Career Section Traffic on Job Description Views on page 14-1 Creating a Career Section on page 4-4 My Submissions on page 4-25 Application Flows on page 4-7 Sign In on page 12-2 Sign In on page 12-2 Description of Global Security on page 12-1 and Viewing and Editing Global Security Policies on page 12-1 and Forgot Password on page 12-6 Security Settings on page 4-33 Viewing the List of Career Sections that Use a Particular Branding on page 10-3 Viewing the List of Career Sections that Use a Particular Theme on page 11-9 Viewing the List of Career Sections that Use a Particular Application Flow on page 5-3 CONFIDENTIAL INFORMATION v

8 Revision History Date Modification Chapter and Page Number January 2009 January 30, 2009 February 2, 2009 April 23, 2009 May 20, 2009 June 15, 2009 New section added to User-defined Forms for View Associated Flows. A sentence was modified to include the Step Code filter (added to the Refine by field on the Job Submission Status Configuration page). It now reads: The Refine by list (which is displayed when the Custom Configuration is selected) allows you to filter statuses by step code, step name, or by status. Work Experience Block added in which the Hide the end date in the case of current job setting is explained in detail. Added explanation of Session Time-out to the Introduction chapter. Added a short note to Career Section and Global Security chapters regarding user name business rules. Added element description for Highlighted Job Status Indicator. The following setting names have been modified: Attach File Format Filter now reads Attachments Format Filter Advanced Logic Draft Application Activation now reads Removed the Creating a Question Type section. The security setting for Company Content Languages has been corrected to read Private. In the Agents subsection of the List of Available Message Template section, the definition of one of the templates now reads: Message sent to an agent to acknowledge the receipt of an application for a specific job candidate application he or she referred to the company. Viewing the List of Application Flows that Include a Particular User-defined Form on page 6-3 Job Submission Statuses on page 9-19 Work Experience Block on page 5-19 Session Time-out on page 1-9 User Name on page 4-36 and User Name on page 12-5 Highlighted Job Status Indicator on page Languages on page 9-10 List of Available Message Templates on page CONFIDENTIAL INFORMATION vi

9 Revision History Date Modification Chapter and Page Number September 18, 2009 November 13, 2009 December 18, 2009 The Log the user out when the browser is closed or when the URL location is changed or when the last page of the flow has been reached setting replaces the Log the user out when the last page of the flow has been reached, then display the main Job List if the user attempts to go Back setting. An explanation has been added for the new setting: Always display this page if the autofill option is enabled. Explanation of Levels displayed in the Candidate Profile setting now includes example. Maximum limit of 1000 was added to Candidate maximum attachment updates setting. A note regarding deletion of inactive career sections was added. An explanation of an access code s validity period was added. The following sentence was added to a note: Resources that were customized individually... In step 5, edit it was replaced by edit the submission. Information about Autofill After Initial Submission Enabled was added to the esignature Block section. The following passage was added to step 4: only work locations that contain posted requisitions are displayed. Keywords field explained within the context of basic and advanced searches. Description of a new setting added that prevents spoofing. Security Settings on page 4-33 Defining Page Properties on page 5-6 Levels displayed in the Candidate Profile on page 4-8 Global Career Section Settings on page 9-4 Description of the Career Sections Page on page 4-1 Access Code on page 12-7 Personalizing Labels of a Career Section on page 4-40 Application Flows on page 4-7 esignature Block on page 5-18 Creating a Career Section on page 4-4 Keywords Field and Basic Search on page 4-15 and Keywords Field and Advanced Search on page 4-17 Candidates must be logged and have an address to send jobs to friend on page 4-29 CONFIDENTIAL INFORMATION vii

10 Revision History Date Modification Chapter and Page Number February 2010 March 2010 Added on pages 4-10 and 8-7: The contextualized privacy statement will only appear to the candidates; the agent or referrer will not see the contextualized privacy statement. The reference to agency portal was removed. Replaced a sentence by the following one: They are only displayed to the actual candidate, not the referrer or the agent. Paths were modified throughout the document to make them more generic for both Taleo Enterprise 7.5 and Taleo Enterprise 10. Also, where a path in 7.5 differs considerably from the corresponding path in 10, both paths are specified separately. The screen shot of the Taleo Enterprise 7.5 Career Section Setup page was removed because it was not relevant to both Taleo Enterprise 7.5 and Taleo Enterprise 10. Small change to title page: manual was replaced by guide because most Taleo guides use the word guide. Address clients must use with the resume parsing via feature was added to Enable Resume Parsing setting description. Explanation of a new setting in service pack 11 and future versions was added: Number of username attempts before closing the session. Long description added to Short Organization Name setting. Display dynamically a privacy agreement at the beginning of the job submission flow: on page 8-7 and Authentication Privacy Agreement on page 4-9 Information Regarding Privacy Statements on page 8-9 Contextualized Application Flow on page 8-9 Accessing the Career Section Setup Page on page 2-1 Enable Resume Parsing on page 9-7 Self-Registration on page 4-35 Global Career Section Settings on page 9-4 CONFIDENTIAL INFORMATION viii

11 Revision History Date Modification Chapter and Page Number April 2010 September 2010 November 2010 February 2011 Description was expanded for two configuration settings: Attached File Maximum Number Per User and Attached File Maximum Size The default labels of requisitions statuses were edited. New career section setting added. Location was replaced by Principal Location in the Basic Search and Advanced Search sections. Some best practices for designing career sections that candidates will find more pleasant to use. Sections regarding the Technical Help Information feature were added. The Delegating Work Items section was removed. A section for the universal profile feature was added. New settings were added for the univeral profile feature. Global Career Section Settings on page 9-4 Requisition Statuses on page 9-17 Display Internal Sources on Internal Career Sections on page 9-6 Keywords Field and Basic Search on page 4-15 and Keywords Field and Advanced Search on page 4-17 Best Practices for Career Sections on page 1-2 Changing the Technical Help Information Type and Content for a Specific Career Section on page 4-37 Enabling the Talent Exchange Universal Profile on page 4-59 Sign In on page 4-35 Sign In on page 12-2 A section detailing how to add tracking code to an application flow page was added. Information for application flow headers was edited to include new tokens. Information for Taleo 10 was removed from this guide. Consult the Career Section Configuration guide for your current configuration. Adding Tracking Code to Application Flow Pages on page 5-21 Page Header on page 5-7 CONFIDENTIAL INFORMATION ix

12 Table of Contents About the Career Section Administration Manual Best Practices for Career Sections Definitions of Technical Terms DPI Setting Navigating in the Career Section Administration Module Navigation Bar Breadcrumb Trail Navigation Icons Links and Buttons Selector Windows More info History Status Language Configuration Session Time-out Symbols Used in the Manual Accessing the Career Section Setup Page Description of the Career Section Setup Page Differences between the Career Section Administration versions 7.0 and Description of My Setup Editing Your User Account Personal Information Account Information General Preferences Description of the Career Sections Page Defining the Sequence of Career Sections Viewing Information Regarding a Career Section Creating a Career Section Properties Application Flow Properties

13 Career Section URL Career Portal Pages Basic Search Keywords Field and Basic Search Advanced Search Keywords Field and Advanced Search Job List Personalized Job List My Job Cart My Saved Searches My Submissions My Referrals Job Description Requisition Balloon Search Query Balloon My Account Access Management Security Settings Sign In User Accounts Self-Registration User Name Changing the Technical Help Information Type and Content for a Specific Career Section 4-37 Setting Default Search Criteria Viewing and Modifying Job Filter Details Removing Search Filters Personalizing Labels of a Career Section Removing Labels in a Career Section Viewing Labels Overridden in a Specific Language Locating Career Section Labels Editing the Layout of a Job Enabling the Talent Exchange Universal Profile Description of the Application Flows Page Viewing Information Regarding an Application Flow Viewing the List of Career Sections that Use a Particular Application Flow Creating an Application Flow Defining Page Properties Modifying Labels of an Application Flow Block Configuring the Progress Bar Activating the progress bar Providing titles to the progress bar boxes Activating the autofill feature Linking a User-defined Form to an Application Flow Block Activating the Invitation to Self-Identify Flow Important Information on Application Flow Blocks Anonymous Application CONFIDENTIAL INFORMATION xi

14 Certifications Block Background Check Block esignature Block References Block Screening Block Source Tracking Block Work Experience Block Work Conditions Block Work Shift Availability Grid (Job Shift Hourly) Adding Tracking Code to Application Flow Pages Description of the User-defined Forms Page Viewing Information Regarding a User-defined Form Viewing the List of Application Flows that Include a Particular User-defined Form Creating a User-defined Form Linking a User-defined Form to an Application Flow Block Description of the User-Defined Form Editor Page Language Editor Toolbox Field Chooser Page Content Selected Element Properties Behavior of the Select link in User-defined Forms Description of the Diversity Form List Page Viewing Information Regarding a Diversity Form Modifying Taleo Standard Diversity Forms Modifying Questions Modifying Answers Creating a Custom Diversity Form Creating Questions Creating Answers to Questions Reordering Questions Reordering Answers Description of the Diversity Question Type Page Modifying a Question Type Creating a Possible Answer Type Modifying an Answer Type Diversity Form Edition Rules Diversity Form Question Rules Diversity Statement Example of a Diversity Block in a Career Section Description of the Statements Page Viewing Information Regarding a Statement Creating a Statement Adding or Creating Paragraphs Reordering Paragraphs Associating the Statement to Locations, Organizations, Career Section Types Adding a Statement to a Career Section CONFIDENTIAL INFORMATION xii

15 Example of a Statement in a Career Section Information Regarding Privacy Statements Global Privacy Statement Contextualized Application Flow Description of the Global Configuration Section Career Section Settings Career Section URLs Creating a Career Section URL Personalized Job List - Matching Criteria Editing Matching Criteria Requisition Statuses Selecting the Requisition Status Display Type Modifying Labels Associating a Status to Requisition Types and User Types Job Submission Statuses Selecting the Job Submission Status Display Configuring Workflow Statuses Usage Matched Candidate Display Setting a Display Type for a User Type Agent Confirmation Requests Creating an Agent Confirmation Editing an Agent Confirmation Deleting an Agent Confirmation Description of the Career Portal Brands Page Viewing Information Regarding a Career Portal Brand Viewing the List of Career Sections that Use a Particular Branding Important Information Regarding Branding Creating a Career Portal Brand Producing a Valid Branding Definition - Performed by your Organization s Web Team 10-5 Uploading the Branding File - Performed by your Organization s Web Team Activating Branding - Performed by the System Administrator Assigning Branding to a Career Section - Performed by the System Administrator 10-9 Questions Regarding Taleo Hosted Career Section Branding Description of the Themes Page Editing a Theme and Its CSS Attributes Creating a Theme Duplicating a Theme Deactivating a Theme Adding a Theme to a Career Section Viewing the List of Career Sections that Use a Particular Theme Recommended Adjustments to Career Sections based on Pixel Size Help Panel Career Portal Changes Progression Bar Application Flow - Form Changes Application Flow - Font Changes CONFIDENTIAL INFORMATION xiii

16 Theme Elements in a Career Section Description of Global Security Viewing and Editing Global Security Policies Security Policies Sign In User Accounts Self-Registration User Name Password Forgot Password Description of Product Resources Determining Career Section Traffic on Job Description Views Integration Impacts Reporting Impacts CONFIDENTIAL INFORMATION xiv

17 CONFIDENTIAL INFORMATION xv

18 Introduction

19 Chapter 1 - Introduction About the Career Section Administration Manual This manual provides extensive information about the administration and configuration of career sections, information that help users benefit fully from the software s many features and functions. The Career Section module is the main point of entry from which system administrators can access, manage and configure Career Section components. By default, only the system administrator or users having system administrator permissions can access the Career Sections module. Career section functionality in the Administrator WebTop has undergone major changes in Taleo Enterprise 7.5, offering Taleo clients significantly greater power and flexibility regarding the creation and management of Career sections. In addition, the new user interface and layout preview tools simplify Career section creation for system administrators. Taleo Enterprise 7.0 users will notice that navigation paths have changed considerably from 7.0 to 7.5. Taleo has created a navigation path correspondence document that provides many of the original paths in 7.0 and their corresponding path in 7.5. If you do not already have the document entitled Career Section Administration Settings, 7.0 vs 7.5, contact your Taleo Technical Support. In Taleo Enterprise 7.5, the same paths typically begin with: Administrator WebTop > Career Sections. For reasons of brevity, these elements have not been included in paths included in this manual. For example, the path to Themes simply appears as Themes. 7.5 users would click Administrator WebTop > Career Sections > Themes. Clients who use the Taleo Onboarding module will immediately recognize the similarities between the Onboarding and Career Section Administration user interfaces. CONFIDENTIAL INFORMATION Page 1-1

20 Chapter 1 - Introduction Best Practices for Career Sections While creating a career section, keep in mind that a poorly designed one increases the chances that potential candidates will abandon the job application process. Some sources of frustration that candidates might encounter are: application processes that are unduly long, password lock issues, reentering information, product stability and the inability to obtain help. This section contains advice regarding how to make the job application process a more pleasant one. Reducing Application Process Complexity Question the complexity of the application process you want to put in place. The more demanding you are for information, the less candidates will be willing to provide information they don t see as truly relevant to the process. Will your organization actually use all the information candidates are required to provide during the selection process? Could some information be included in a secondary application flow? Do you really want to a single job application flow for executives and hourly employees? Would you want complete the entire application process yourself? Would your CEO complete the job application process? Why use the copy/paste resume box when there is an HTML preview in the application? Password Lock If you enable the password lock feature, which prevents candidates from signing in to a career section after a specific number of unsuccessful sign in attempts, be sure that you modify the default error message such that the system will display clear instructions to candidates as to what to do. The message could include your organization s Support address or a link to a FAQ section. The message should never suggest contacting Taleo Support. The following tokens can be edited in TexTool to modify the locked account message: Forgot password security questions Forget password Access Code Login Creating a FAQ It is highly recommended that you create a career section FAQ on your Web site for visitors or provide the address of your organization s Support team. The FAQ link or address could be placed in the Help section of the job list page. Career Section Settings Sign In Enabling the setting that displays the Forgot your user name and Forgot your password is highly recommended. Reentering Information Candidates can see the Powered by Taleo logo when applying for jobs on the career sections of Taleo clients and many of them don t understand why they have to enter information each time (because each client has a different zone). Candidates do have the ability to create a universal CONFIDENTIAL INFORMATION Page 1-2

21 Chapter 1 - Introduction profile in Talent Exchange and that information becomes available to all Taleo clients who participate in Taleo Exchange. Help Link A Help link can be added to a career section. The link can point to a new candidate support page on the Talent Exchange, the client s own Help text or the client s address. Page Layout Reduce the need to scroll within a page to view information. For example, forms should be configured such that they do not extend beyond the established width of the career section. By limiting the number of fields on a row and adjusting the width of fields and labels (through the CSS style), you can eliminate the horizontal scroll bar that would otherwise be displayed at the bottom of the page. It is important to test forms in a career section before deployment. Application Flows If a page in an application flow has no title (often the case with multilingual clients), the progression bar box will be blank. For this reason, you should provide page titles in all languages used in your zones. If the page title is too long, the text will extend beyond the box. 25 characters is the recommended maximum length. Themes A theme should be configured such that the Taleo pages conform to the career section s other pages. For example, you can adjust the colors and fonts so they are the same as those used in the branding. You can use a theme to control the width of the progression bar such that the latter does not extend beyond the established width of the career section. You can also a theme to control the width of the Help panel. You can remove the Help panel entirely if you wish by setting its width to 0. The colors of the tabs and subtabs can be adjusted such that they conform to the Web standards. For example, white tabs are typically used to indicate a selected tab. CONFIDENTIAL INFORMATION Page 1-3

22 Chapter 1 - Introduction Definitions of Technical Terms The table below contains definitions of technical terms used in this document. The source of the definitions is the World Wide Web Consortium ( Term CSS Frame HTML iframe JavaScript Pixel XHTML Definition The Cascading Style Sheet is a language that allows authors and readers to attach style (e.g. fonts, colors and spacing) to HTML and XML documents. HTML frames allow authors to present documents in multiple views, which may be independent windows or subwindows. Multiple views offer designers a way to keep certain information visible, while other views are scrolled or replaced. For example, within the same window, one frame might display a static banner, a second a navigation menu, and a third the main document that can be scrolled through or replaced by navigating in the second frame. The HyperText Markup Language (HTML) is a simple markup language used to create hypertext documents that are portable from one platform to another. Language that most Web pages are currently written in. iframe (from inline frame) is an HTML element which makes it possible to embed another HTML document inside the main document. JavaScript is a scripting language most often used for client-side web development. Information stored for a single grid point in an image. A pixel consists of (or points to) a sequence of samples from all channels. The complete image is a rectangular array of pixels. The Extensible HyperText Markup Language, or XHTML, is a markup language that has the same depth of expression as HTML, but also conforms to XML syntax. DPI Setting To make sure that the Taleo application displays page content properly, it is recommended to set the DPI setting of your computer to 96 DPI. CONFIDENTIAL INFORMATION Page 1-4

23 Chapter 1 - Introduction Navigating in the Career Section Administration Module Navigation Bar The navigation bar contains links to various pages that are available no matter what your permissions are. My Setup Information regarding the user account. See My Setup on page 3-0. Help Web Support About Sign out Access to the online help. Access to online technical support. Information about the Career Section Administration module. Link to exit the application. Breadcrumb Trail The breadcrumb trail located at the top of each page allows you to see where you are located within the Career Section administration module and to jump to previously viewed pages. The breadcrumb trail is only available in navigation mode; it disappears when you are in edition mode. Navigation Icons When information is spread across multiple pages, the following navigation icons are displayed: Icon Definition Goes to the previous 10 pages. For example, if you see out of 72, clicking this icon will bring you to pages Displays the previous page. Displays the next page. Goes to the next 10 pages. For example, if you see out of 72, clicking this icon will bring you to pages CONFIDENTIAL INFORMATION Page 1-5

24 Chapter 1 - Introduction Links and Buttons Some often-used links and buttons are described in the following table: Button Definition Updates the information on the current page. Deletes specific elements. Activates a specific element. When an element is activated, it is available to be used. The status is Active. See Status on page 1-8. Deactivates a specific element. When an element is deactivated, it can no longer be used. The status is Inactive. See Status on page 1-8. A process that has started but that is deactivated will continue to run until completed. In most cases, applies the changes or selections you made and closes the displayed window. Cancels the changes and closes the window. Removes a specific element. Links Opens a creation page. Definition Opens the language configuration page. Displays elements. Hides elements Opens a page for editing. Opens a preview page. Displays more items from a list. Adds an element to a list. Reorders elements in a list. CONFIDENTIAL INFORMATION Page 1-6

25 Chapter 1 - Introduction Selector Windows Selector windows are used throughout the Career Section administration module. They allow you to select various elements according to where you are in the application. The type of selector window (single or multiple) varies according to the selection type. Selector windows contains filters allowing you to quickly find items in a list. More info Whenever a description is available below a page title, the More info link is displayed. This link gives you access to contextual online help. History The History section is used throughout the Career Section administration module. It is used to present useful tracking details on an element. The History section contains the following information. Date and Time Event Details By Date and time when an event occurred. The event or action performed on an element. Information regarding the event. The actor (person or system) who performed the event. The three most recent events are displayed in the History section. To view a more complete listing of events, click More. CONFIDENTIAL INFORMATION Page 1-7

26 Chapter 1 - Introduction Status Elements can have one of the following statuses: Draft Active Inactive Upon creation, an entity is always Draft. A Draft entity can be modified. A Draft entity cannot be used. It must be Active before it can be used. When an entity is Active, only the name and description can be modified. It is not possible to update the behaviour of the entity. When an entity is Inactive, only the status can be modified. The only possibility is to go back to the Active status. A Draft entity can become Active. An Active entity can become Inactive. An Inactive entity can become Active. However, an Active entity cannot go back to the Draft status. Language Configuration The Language Configuration is used throughout the Career Section Administration module. It allows you to create elements in several languages. Only languages that are activated appears in the Language drop-down list. In the example below, the element is available in German, Italian, French and English. To view an element in a specific language: 1. Select the desired language in the Language list. 2. Click Refresh. To create an element in a new language: 1. Click Configure. The Language Configuration page opens. 2. Select a base language. For example, Spanish. 3. Click Save. To deactivate a specific language: 1. Select the desired language in the Language list. 2. Click Deactivate. CONFIDENTIAL INFORMATION Page 1-8

27 Chapter 1 - Introduction Session Time-out A pop-up window replaces the blinking window to direct users to a session expiration alert in the application when a time-out is imminent. This modification to the feature ensures a uniform experience to users across browsers, such as Internet Explorer 7 or Firefox. Extending a Session A pop-up window notifies the user that the application requires attention when the session approaches the maximum idle time of 30 minutes. 1. Click Access the application. The application displays a pop-up window indicating the time remaining before the session expires. 2. Click OK to extend the session. CONFIDENTIAL INFORMATION Page 1-9

28 Chapter 1 - Introduction Symbols Used in the Manual Information that merits particular attention. A useful tip when performing a particular operation. A best practice to adopt. CONFIDENTIAL INFORMATION Page 1-10

29 Getting Started

30 Chapter 2 - Getting Started Accessing the Career Section Setup Page The Career Section Setup page is the main point of entry from which system administrators can access, manage and configure Career Section components. To access the Career Section Setup page in Taleo Enterprise 7.5, click the Career Sections icon at the top of the page. CONFIDENTIAL INFORMATION Page 2-1

31 Chapter 2 - Getting Started Description of the Career Section Setup Page Career Sections Application Flows User-Defined Forms Diversity Forms and Question Types Statements Global Configuration Corporate Brands Themes Global Security Product Resources Manages the creation of career sections. See Career Sections on page 4-0. Manages application flows. See Application Flows on page 5-0. Manages forms used in application flows. See User-defined Forms on page 6-0. Manages diversity forms used in career sections (for example, EE, EEO). See Diversity Forms on page 7-0. Manages statements used in career sections or application flows (for example, Privacy Agreement, esignature, Background Check Consent, Diversity). See Statements on page 8-0. Manages global career section settings, URLs for a specific career section page, personalized job lists (that is enables you to set the criteria that determine when a match is to be made between a jobspecific requisition and a candidate), requisition status configuration, job submission status configuration, matched candidate display. See Global Configuration on page 9-0. Manages career portal brands, that is provides you with control over the look and feel of each of its career section. See Branding on page Manages themes that is CSS fonts, font sizes, background color, etc. See Themes on page Manages global security settings that is settings, for example, regarding SSL encryption, password, user accounts, sign in, etc. See Global Security on page Manages product resources (that is view resource IDs, refresh userdefined labels). See Product Resources on page CONFIDENTIAL INFORMATION Page 2-2

32 Chapter 2 - Getting Started Differences between the Career Section Administration versions 7.0 and 7.5 In version 7.5, the following items are no longer contained in the Administrator WebTop tree (located in the left pane). Instead, they are available in the Administrator WebTop under different modules such as Career Section, SmartOrg, Integration. For a table containing 7.0 career section settings and their corresponding value in a 7.5 career section, see the document entitled Career Section Administration Settings, 7.0 vs 7.5. Version 7.0 Version 7.5 Application Flows Path: Administrator WebTop > Setup > Career Section Setup > Application Flows Capture Resume Path: Administrator WebTop > Setup > Career Section Setup > Application Flows - Capture Resume Career Sections Path: Administrator WebTop > Setup > Career Section Setup > Career Sections Global Career Section Settings Path: Administrator WebTop > Setup > Career Section Setup > Global Career Section Settings Legal Statements Path: Administrator WebTop > Setup > Career Section Setup > Legal Statements Personalized Job List Criteria Path: Administrator WebTop > Setup > Career Section Setup > Personalized Job List Criteria Security Path: Administrator WebTop > Setup > Security > Activate role-based security Path: Administrator WebTop > Career Sections > Application Flows Path: Administrator WebTop > Setup > Global Setup > Process > Capture Resume > Flow List Path: Administrator WebTop > Career Sections > Career Sections Path: Administrator WebTop > Career Sections > Global Settings Path: Administrator WebTop > Career Sections > Statements Path: Administrator WebTop > Career Sections > Personalized Job List No longer available in 7.5. The security is always activated. Path: Administrator WebTop > Setup > Security > Activate group-transparent behavior for Hiring Managers Path: Administrator WebTop > Setup > Security > Generate password automatically when a user is created Security - Job Board Accounts Path: Administrator WebTop > Setup > Security > Job Board Accounts Security - Login - Career Sections Path: Administrator WebTop > Setup > Security > Login > Career Sections Path: Administrator WebTop > Setup > Manager WebTop > Global Manager WebTop Settings > Activate group-transparent behavior for Hiring Managers Path: Administrator WebTop > SmartOrg > Security Policies > User Accounts > When creating a user account, generate automatically a password. Path: Administrator WebTop > Integration > Job Board Accounts Path: Administrator WebTop > Career Sections > Global Security CONFIDENTIAL INFORMATION Page 2-3

33 Chapter 2 - Getting Started Version 7.0 Version 7.5 Data Integrity Path: Administrator WebTop > Setup > Global Setup > Data Integrity Regulations Path: Administrator WebTop > Setup > Global Setup > Regulations Foundation Data - Default view in OLF tree Path: Administrator WebTop > Foundation data > Structure Management > By default, display information by Organization > Location > Job Field in WebTop products Path: Administrator WebTop > Career Sections > Global Settings > Data Integrity Path: Administrator WebTop > Career Sections > Diversity Forms Path: Administrator WebTop > Setup > Global Setup > List Format > Display information by default in WebTop products according to the following criterion: CONFIDENTIAL INFORMATION Page 2-4

34 My Setup

35 Chapter 3 - My Setup Description of My Setup Path (Taleo 7.5): Administrator WebTop > Career Sections > My Setup My Setup allows you to view and edit personal information regarding your account, to create and edit your password, to delegate your requisitions and work items to another user and to set general preferences such as languages and time zone. To access your user account page, click My Setup in the Career Section page. The Language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The Show/Hide link allows you to display or hide elements. The Edit link allows you to modify elements. The Delegate link allows you to delegate work items to an alternate user during a certain period of time. For example, you may want to delegate work items while the owner of the work items is on vacation or on sick leave). CONFIDENTIAL INFORMATION Page 3-1

36 Chapter 3 - My Setup Editing Your User Account Path (Taleo 7.5): Administrator WebTop > Career Sections > My Setup Personal Information Make required modifications. Modify Mandatory fields are marked with a red square. 1. In the Language list, select the language in which you want to edit the user account. 2. Modify the prefix, first name, initial, last name, suffix, employee ID and title of the user. The First Name and Last Name fields are mandatory. 3. Modify the user s address. 4. Modify the user s address. The Address field is mandatory. 5. Modify the user s work, home and cellular phone numbers as well as the fax number and pager number. 6. Modify the department using the Department selector. 7. Click Save. Account Information Make required modifications. Mandatory fields are marked with a red square. 1. Modify the password. A valid password must: Contain letters (at least one) and numbers (at least one). Have at least 6 characters and no more than 32 (numbers and letters). Have no special characters (for example:, ^, ü, é, etc.). Be different from the user name. Not contain more than 2 identical consecutive characters (for example, AAA). 2. Click Generate Password if you want the system to generate a password. The user will be forced to change his/her password at the next login. 3. If your system configuration allows for identification questions to be set for users, the Forgot Password Information section is displayed. Users will have to answer the question before the password can be changed while signing in. 3a) In the Security Question field, enter your question. 3b) In the Answer field, enter your answer. The answer must contain at least one character. 3c) Confirm your answer and click Save. 4. Click Save. CONFIDENTIAL INFORMATION Page 3-2

37 Chapter 3 - My Setup General Preferences 1. In the Correspondence Language list, select the language used for correspondence. When the user receives correspondence, the correspondence will be in the language selected. 2. Select a content language. 2a) To add a language to the Selected Languages list, select a language in the Available Languages list then click Add. 2b) To remove a language from the Selected Languages list, select a language in the Selected Languages list then click Remove. 2c) To reorder languages in the Selected Languages list, select a language in the list then click the up or down arrows until the language is in the desired position. When you determine the content language, the first language in the list is the one in which new requisitions and templates will be created, regardless of the Staffing WebTop language. 3. In the Time Zone section, click Search, select a time zone in the Time Zone Selector, then click Select. If desired, you can search for a specific location, time zone description or Coordinated Universal Time (UTC) using the Refine by list. Enter a search term in the field then click Refresh. A default time zone is set for the entire organization. Users who are in the same time zone as the organization do not need to modify their time zone. However, users may need to modify their time zone to view information in their own time zone (for interview scheduling, for example). Once configured, the new time zone information will replace the default company time zone in all meeting interview notifications that you sent. The information will be displayed (for example, Date: Monday, May 3, :30 PM to 03:00 PM Eastern Time (UTC -5:00)) and will be used by the recipient s Outlook or Lotus Notes Calendar to make appropriate time adjustments according to the recipient s own time zone. 4. In the Distance section, select the distance measurements, that is Kilometers or Miles. 5. In the Notification section, select Send faxable messages to this user by fax, not by to fax screening and external services messages only, instead of sending them by In the Notification section, select Keep this user informed of workflow events by if you want the user to be informed of step and status changes related to candidates that he or she owns. 7. Click Save. CONFIDENTIAL INFORMATION Page 3-3

38 Career Sections

39 Chapter 4 - Career Sections Description of the Career Sections Page The Career Sections page allows you to view your organization career sections, create career sections and define settings (such as URLs, security settings, user accounts) specific to a career section. To access the Career Sections page, click Career Sections in the Career Sections Setup page. The language section allows you to view an element in a specific language. See Language Configuration setting on page 1-8. The Refine by list allows you to filter career sections according to different criteria (for example, code, name, external, internal, etc.). The Create link allows you to create a career section. See Creating a Career Section setting on page 4-4. The Reorder link allows you to change the sequence number of career sections. See Defining the Sequence of Career Sections setting on page 4-2. In the Career Sections list, the icon in the first column indicates in which language(s) an element is activated. If an element is unilingual, an abbreviation of the language is displayed. For example, EN for English. If an element is multilingual, the icon is displayed. When mousing over the icon, the languages in which the element is available are indicated. Also, in the Career Sections list, the code, name, type (internal, external, agency portal), sequence (that is the order in which career sections were created) and status of the career section are provided. For more information on statuses, see Status setting on page 1-8. In the Actions column, the Delete button allows you to delete specific career sections and the Duplicate button allows you to copy a career section. Before you can delete career sections whose status is Inactive, you must delete (not simply unpost ) all requisitions posted on the career section. CONFIDENTIAL INFORMATION Page 4-1

40 Chapter 4 - Career Sections Numbers on the right side indicate the number of career sections displayed on the current page and the total number of career sections in your organization. For example, 1-14 out of 56. If the list spans multiple pages, links to these pages are displayed immediately to the right. Defining the Sequence of Career Sections You have the ability to change the sequence number of career sections by using the Reorder option available in the Career Sections list. The sequence can be modified to redirect a candidate to the right career section. The sequence used to evaluate to which career section to redirect a candidate coming from a job specific URL (from a job board, a job posting notification, etc.) stays unchanged. In the case of an internal candidate, the system redirects the candidate to internal career sections first, going from the lowest sequence number to the highest sequence number. If the job is only posted externally, the system scans external career sections, from the lowest sequence number to the highest sequence number. In the case of an external candidate, the system redirects the candidates to external career sections, going from the lowest sequence number to the highest sequence number. The sequence defined in the Career Section Reorder page is used when a message must be sent to a candidate and the system needs to find the career section where a job is posted. For example, according to the sequence in the illustration below, if we need to find an external career section, the system will first look for the 2 - Corporate career section. If the job is not posted in this career section, the system will look for the 3 - Career Fair, then the 4 - Students, etc. CONFIDENTIAL INFORMATION Page 4-2

41 Chapter 4 - Career Sections Viewing Information Regarding a Career Section To access a career section, click the name of a career section in the Career Sections page. The Career Section view page contains information about the career section: Properties, Career Section URL, Career Portal Pages, Security Settings, Sign In, User Accounts, Self-Registration and User Name. For more information on each of these sections, see Creating a Career Section setting on page 4-4. The Language section allows you to view an element in a specific language and create an element in a new language. See Language Configuration setting on page 1-8. The Show/Hide link allows you to display or hide elements. The Edit User-defined Labels link allows you to personalize labels in the career section. See Personalizing Labels of a Career Section setting on page The History section provides information such as the date and time of an event, a description and details on an event, as well as the actor (person or system) who performed the event. See History setting on page 1-7. CONFIDENTIAL INFORMATION Page 4-3

42 Chapter 4 - Career Sections Creating a Career Section Path: Career Sections 1. To create a career section, click Create in the Career Sections page. Then configure settings in each of the following sections. Properties Path: Career Sections > Properties Configure the following fields. Mandatory fields are marked with a red square. General 1. Enter a code, a name and a description. The name must be unique and cannot be used for any other career section. 2. Specify the type of career section you wish to create: Internal External Agency Portal Available to candidates already working for your organization. Available to candidates who are interested in current employment opportunities in your organization. Career sections that may be used by recruiting agencies or agents. 3. Specify if you wish to use an anchor on refresh. When activated, if candidates make a change that causes the system to update the page that is currently displayed, the system displays the section (of the updated page) the candidate was at when he/she made the change. (In version 7.0, the system displayed the top of the updated page and candidates had to scroll down to the section they were at prior to the refresh). 4. Specify if you wish to enable the radius search. When the radius search is enabled, candidates have the ability to search for jobs based on the zip/postal code. Candidates enter a zip/postal code and specify the distance from the work location for which they want to search (i.e., 1 to 100 miles or kilometers). Candidates then select a work location (only work locations that contain posted requisitions are displayed). The system then presents the positions available in the selected work location. Each work location is displayed as a hyperlink. When clicking the hyperlink, a pop-up window opens containing a Google map of the work location address. It is recommended to implement this feature where you have multiple work locations concentrated in a single geographic area as well as for audiences where location is an important driver in employment (for example, hourly). The radius search can be used globally (it is not only for US locations). For information on how to configure work locations, refer to the SmartOrg Administration Manual. CONFIDENTIAL INFORMATION Page 4-4

43 Chapter 4 - Career Sections 5. Specify if you wish to display links allowing to withdraw submissions in the My Submissions page and My Referrals page. 6. Specify if you wish to allow candidates to deactivate their account in the My Account page. 7. You can offer people who visit your career sites the opportunity to create RSS (Real Simple Syndication) job feeds. Thereafter, they receive notification (the job title and a short description) via their RSS reader of jobs that correspond to the job search criteria they specified in career sections. If a job is posted in multiple languages, the language of the RSS feeds a person receives corresponds to the language preference the person specified. The criteria currently available for RSS feeds are: Job Field and Location. The database setting that controls whether setting is displayed in the Administrator WebTop (Taleo 7.5) is off by default; please contact Taleo if you want to have this setting activated. RSS is not available for Agency portals. Click the Enable the RSS feature field and then click Yes in the list. The job feeds include only jobs that conform to a person s permissions at login. For example, the job feeds an external user receives do not include internal job postings even if his/her search criteria match the internal job profile. To edit the default labels and system messages related to RSS, see Personalizing Labels of a Career Section setting on page Posting 1. Specify if you wish this career section to be selected by default when posting a requisition via the Staffing WebTop. CONFIDENTIAL INFORMATION Page 4-5

44 Chapter 4 - Career Sections 2. Indicate the default posting start date in the Staffing WebTop(displayed in the Configure Posting on Career Sections page). Possible values are: 1 week from today, 2 weeks from today, Next Monday, Today, Tomorrow. 3. Indicate the default posting end date in the Staffing WebTop (displayed in the Configure Posting on Career Sections page). Possible values are: 5, 7, 14, 30, 45, 60, 90 days later; ongoing Specify if you wish to display the job posting date in the My Submissions page and the My Referrals page. Candidate Communication Agent The Candidate Communication Agent module is available for an additional fee. Once purchased, it must be activated by Taleo Customer Support. For more information, communicate with your Taleo representative. The Candidate Communication Agent section contains two core features: user-defined job submission statuses messages The Candidate Communication Agent allows candidates to always be informed of where they are in the process (they can view messages and the status associated to their job applications). 1. Specify if you wish to display user-defined job submission status in the My Submissions page and My Referrals page. For more information on how to personalize job submission statuses, see Job Submission Statuses setting on page Specify if you wish to display the link View Messages in the My Submissions page. Candidates can always be informed of where they are in the hiring process. They can see messages relating to their job submission. Messages can be s or detailed text regarding the CONFIDENTIAL INFORMATION Page 4-6

45 Chapter 4 - Career Sections status of their job application. This feature provides an alternate means for candidates to receive messages. To receive messages, candidates must have an active address. Only correspondence is displayed. Paper, fax and Onboarding correspondence is not displayed. Also, only job specific correspondence (sent to the candidate's and that has the text tracked in the system) is viewable by the candidate Candidates have the ability to view messages online. They can also print messages and delete them. When viewing a list of messages, the following information is provided: The title of the message The name of the person who is sending the message. The date and time when the message was sent. The requisition for which the message is intended. Messages are retained as long as the candidate's file is active and the candidate has not deleted the message. URL 1. Provide an alternate job list URL. When a candidate is in a career section, the Alternate Job List URL provides a point of return to the Job List when the candidate clicks Exit, Return to Job, URL or Forgot Password. 2. Provide an alternate candidate profile URL. When a candidate clicks on one of the Profile URLs, the alternate profile URL provides an alternate profile link. This will redirect the candidate to any other URL of the standard profiler flow. Application Flows 1. You can attach more than one type of application flow to a career section. If desired, specify a job-specific application, job-specific referral, candidate profile, or referral profile. Job-specific application Job-specific referral Candidate profile Candidate profile - referral Application flow that allows candidates to apply for a specific job. Application flow that allows referrers to apply for a specific job on behalf of a candidate. Application flow that allows candidate to enter a general profile. Application flow that allows referrers to enter a general profile on behalf of a candidate. To make modifications to the application flows selected, you must deactivate the career section. However, you can also make modifications without deactivating the career section. To do so, access the Application Flow Properties edition page in the Career Section view page. See Application Flow Properties setting on page CONFIDENTIAL INFORMATION Page 4-7

46 Chapter 4 - Career Sections 2. Specify if users will be able to delete their attachments. 3. Specify if you want to display the Access my profile link in the career section. 4. If you enter an address in the address used to apply field, candidates will have the ability to apply via instead of going through the application flow. When a candidate clicks the Apply button, an browser window containing a pre-populated address opens and the candidate simply submits his/her application via (instead of going through the online submission process). The candidate can apply for the job while remaining in the same submission page. Once the candidate has completed the , he/she will remain on the same page of the career section. This is useful for an organization whose locations are not all using the Staffing WebTop (Taleo 7.5)and want to use this feature to have a central location for candidates. Taleo Enterprise 7.5: You must activate the following setting to enable users to view the Apply Online Option column in the Staffing WebTop: Allow to change the Apply Online option when posting to corporate career sections. Path (Taleo 7.5): Administrator WebTop > Setup > Global Setup > Process > Sourcing > General 5. Ensure that in the Application Flows section, the job-specific application flow you want to make mandatory is displayed in the Job-specific Application field. If it is not, select the appropriate one from the list. If you set the Always force this Career Section s job-specific application flow setting to Yes, the current career section's flow is applied when a candidate applies for a job through the career section. Note that if the job is not posted on the current career section, the candidate is unable to edit the submission. If you set the setting to No, the system locates the first available career section (according to Career Section Number and starting with external ones) in which the job is posted and displays that flow to the candidate even if the candidate is visiting another career section. Levels displayed in the Candidate Profile 1. Select the Job Field, Location and Organization levels you want the system to display in the candidate profile flow by clicking the corresponding check box. For example, if you selected Category and Function in the Job Field Levels section, when candidates later displayed a page in the profile flow that contained a Job Field section (e.g. an employment preferences page), the system would display a drop-down list for Category and a CONFIDENTIAL INFORMATION Page 4-8

47 Chapter 4 - Career Sections second drop-down list for Function. Candidates could thereby specify a Job Field category and function. Authentication Privacy Agreement Taleo supports two approaches to presenting privacy agreements to candidates. Approach #1: The first approach consists of using a primary privacy agreement that can appear when a candidate visits a career section for the first time. Clients can tie one privacy agreement to each career section. Approach #2: Separate from the primary privacy agreement is the ability for clients to create contextualized privacy agreements that can appear when a candidate applies for a specific job. The agreement presented in this case is dynamically defined based on the organization and location(s) of the job to which the candidate is applying for. Clients can choose to implement only one approach, both approaches, or neither of these approaches. The settings for both approaches are defined below. To implement approach #1: 1. In the Name list, select the primary privacy agreement that will be displayed when a candidate visits the career section for the first time. If no privacy agreement is selected (that is, you selected Not Specified in the list), then no agreement is displayed to candidates when they initially log in. Choosing Not Specified means that you have decided not to implement approach #1. The agreement is not tracked in the Tracking tab. When migrating to version 7.5, if your organization has an existing privacy agreement, this agreement will be migrated. See Statements setting on page In the Display the privacy agreement before, specify where the privacy agreement will appear in the career section. Possible options are before the Login page or the Registration page. This setting only applies to the primary privacy agreement and is maintained for backwards compatibility when migrating to version 7.5. CONFIDENTIAL INFORMATION Page 4-9

48 Chapter 4 - Career Sections To implement approach #2: 1. Specify if you wish to display a privacy agreement at the beginning of the job submission flow. Yes No (default value) When set to Yes, a contextualized privacy agreement is displayed when a candidate applies for a specific job. If you select Yes: the contextualized privacy agreement is displayed if one exists for the requisition's organization, location and career section user type. The agreement is tracked in the Tracking tab. Note: The contextualized privacy statement will only appear to the candidates; the agent or referrer will not see the contextualized privacy statement. if no contextualized privacy agreement exists for the context, the primary privacy agreement is displayed. The agreement is not tracked in the Tracking tab. Therefore, to ensure proper tracking, it is recommended that a contextualized privacy agreement be defined at the highest levels of either Organization or Location so that at least one agreement will always be configured to appear, if this is desired by the client. if no global privacy agreement is defined and no contextualized privacy agreement exists for the context, the candidate will go past the agreement page without ever seeing it. If you select No, no contextualized privacy agreement will appear. In effect, choosing No means that you have decided not to implement approach #2. Corporate Brand 1. Select the corporate brand. See Branding setting on page Theme 1. Select a theme. See Themes setting on page Application Flow Properties Path: Application Flows > [click the name of application flow] In this section you can make modifications to the application flows selected without deactivating the career section. 1. You can attach more than one type of application flow to a career section. If desired, specify a job-specific application, job-specific referral, candidate profile, or referral profile. Job-specific application Job-specific referral Candidate profile Candidate profile - referral Application flow that allows candidates to apply for a specific job. Application flow that allows referrers to apply for a specific job on behalf of a candidate. Application flow that allows candidate to enter a general profile. Application flow that allows referrers to enter a general profile on behalf of a candidate. CONFIDENTIAL INFORMATION Page 4-10

49 Chapter 4 - Career Sections Career Section URL Path: Career Sections > [click a career section] You can create additional career section URLs that you can later add to different areas of the career section or to correspondence. How might you use such a URL? For example, rather than have candidates start from the job search page, you might want them to go to the portal and log in to the My Submissions page. You could create a specific career section URL for this purpose. 1. In the Career Section page, click Add URL. The New Career Section URL page opens. Note that the career section must be inactive for the Add URL link to appear. 2. Enter a code. 3. Select a default language. 4. Select the default page that will be displayed when accessing the career section. Possible value are: Basic Search Advanced Search Job List Job Description My Submissions My Job Cart Personalized Job List Job-specific Application Candidate Profile Job-specific Referral Candidate Profile - Referral 5. Specify the URL parameters of the page where candidates will land. 6. Click Save. In the Career Section page, if you click Show next to Career Section URL, the career section URLs are listed. If you click Preview, the page where the career section will open is displayed. All changes made in the preview page are also done in the actual career section. CONFIDENTIAL INFORMATION Page 4-11

50 Chapter 4 - Career Sections Below is an example of how to use this feature to embed a link in any career section pages giving access to the general profile. 1. In the Career Section Administration module, click Career Sections then select the career section where you want to make the general profile link available. The career section must be deactivated (Inactive). 2. Click Add URL next to Career Section URL. 3. Enter a code. 4. Select a default language. 5. In the Default Page field, select Candidate Profile. 6. Click Save. 7. Activate the career section. 8. Go back to the Career Section page and click Show next to Career Section URL. 9. Copy the URL you just created. This URL only represents part of the complete URL you need. 10. Paste the URL at the end of the desired zone URL. This way you will have the complete URL giving access to the general profile. Before After - Complete URL 11. You can now use the complete URL and put it in any career section pages. To do so: 11a) In the Career Section Administration module, click Career Sections then select the desired career section. 11b) Click Show next to Career Portal Pages. 11c) Click the career portal page where you want to add the URL link. For example, Basic Search. 11d) Click Edit User-defined labels. 11e) Select the label where you want to embed the URL link. The HTML Editor must support the label selected. For example, Description1. 11f) Click Edit next to Properties. 11g) In the Override field, click this icon. The Link window opens. 11h) Paste the complete URL in the URL field then click OK. CONFIDENTIAL INFORMATION Page 4-12

51 Chapter 4 - Career Sections 11i) If desired, you can modify the aspect of the link using HTML Editor options. For example, you could write General Profile, in bold orange. 11j) Click Save. If you go to the career section Basic Search page, you will see the new link giving access to the general profile. With URLs, you have the ability to embed a source ID, a media ID or an event ID in a URL to redirect candidates to a career section. URL and Source ID Put the src= parameter plus a source ID in the URL. For example: By doing that, the right source is automatically selected when a candidate applies for a job. This feature is available for any valid sources. Note that source IDs are available in the Administrator WebTop Source Tracking module (Taleo Enterprise 7.5), in the Corporate Sources List. URL and Media ID Put the src= parameter plus a media ID in the URL. This parameter can only be used for equest. URL and Event ID Put the src= parameter plus an event ID in the URL. For example: By doing that, the right event is automatically selected when a candidate applies for a job. It provides you the ability to track which events, banners or online campaigns are attracting the most candidates to your organization career section. Note that event IDs must be valid and active and they must have been activated in the Administrator WebTop Source Tracking module (Taleo Enterprise 7.5), in the Events page. Event IDs are case sensitive. For example, ev-001 and EV-001 are two distinct Event IDs. If you decide to use this feature, you should also take advantage of the option Hide the Source Tracking block if it is pre-filled. The two features together will give a higher degree of accuracy on the sourcing analytics. If the setting Hide the Source Tracking block if it is pre-filled is set to Yes, the Source Tracking block is not displayed but the event ID information is sent automatically to the Taleo solution. If the setting Hide the Source Tracking block if it is pre-filled is set to No, the Source Tracking block is displayed and the value in the Source Tracking block is filled automatically with the event ID of the URL. With the above example, EV-001 would be displayed automatically. (Path (Taleo 7.5): Administrator WebTop > Career Sections > Application Flows [select an application flow containing the Job Sourcing Tracking block] [click the Job Sourcing Tracking block] > Edit) CONFIDENTIAL INFORMATION Page 4-13

52 Chapter 4 - Career Sections Career Portal Pages Path: Career Sections > [click a career section] > Career Portal Pages The Career Portal Pages section displays the list of career portal pages associated with the career section. The career portal pages that appear on the list (such as Basic Search, Advanced Search, Job List, and Personalized Job List) can vary from one career section to another. Search tabs order (if all are activated) are: Basic Search, Advanced Search, Jobs Matching My Profile, All Jobs. Note that when the Jobs Matching My Profile page is set to be displayed, if a candidate clicks on the Jobs Matching My Profile tab, the candidate is asked to sign in if he/she has not already signed in. If the candidate has not created a general profile or has not applied to at least one job, he/she will not see any jobs and the following message will be displayed: You don't have a candidate profile for the moment. It is not possible to change the order of search tabs (for example, the Advanced Search tab cannot appear before the Basic Search tab). However, it is possible to disable any search tabs that you do not want to use in a career section. Basic Search is the default search type. If Basic Search is not selected, the Advanced Search becomes the default. If Basic Search and Advanced Search are not selected, the All Jobs search becomes the default. If Basic Search, Advanced Search and All Jobs are not selected, My Jobpage becomes the default and candidates are required to log in. The following links are available on certain career portal pages: Edit Properties Edit User-defined Labels Edit Layout To modify properties of the career portal page. To modify labels. See Personalizing Labels of a Career Section setting on page To modify the layout of a job. See Editing the Layout of a Job setting on page To view career portal pages, in the Career Section page, under Career Portal Pages, click Show. To edit properties of each career portal page, click the desired career portal page then click Edit Properties. Basic Search This feature allows candidates to perform basic searches using criteria such as the job number, the job field, the location, etc. Setting Displayed Display the organization search control Display the search criteria section expanded Description When set to Yes, activates the Basic Search in the career section. When set to Yes, the Organization search criteria is displayed in the career section. When set to Yes, search criteria in the career section are expanded. When set to No, search criteria are collapsed; to see them, candidates must click Show Search Criteria. By default, search criteria are expanded. CONFIDENTIAL INFORMATION Page 4-14

53 Chapter 4 - Career Sections Keywords Field and Basic Search When creating a search for jobs on the Basic Search page, candidates can enter partial words composed of the first three or more characters in the Keywords field. Using partial words in the Keywords field, candidates can create search strategies that will usually retrieve more jobs than similar searches that include only complete words. Candidates can enter multiple partial and complete words in the Keywords field. This offers candidates more possibilities in creating search strategies. The search engine treats each search term in the Keywords field as if it ended with a wildcard, whether the term is a complete word or not. The search engine does not, however, apply a wildcard to the beginning of search terms. The search engine searches the following fields for terms entered in the Keywords field: Job Title, Job Description, Principal Location and Qualifications. CONFIDENTIAL INFORMATION Page 4-15

54 Chapter 4 - Career Sections Advanced Search This feature allows candidates to perform advanced searches using more criteria than the basic search. For example, the job number, the job field, the job type, the job status, the location, the work shift availability, the education level, etc. Setting Displayed Description When set to Yes, activates the Advanced Search in the career section. Display the job number search control Display the job field search control Display the schedule search control Display the job type search control Display the location search control Display the education level search control Display the travel search control Display the organization search control Display the employee status search control Display the job level search control Display the shift search control Display the keyword search control Display the posting date search control When set to Yes, the Job Number search criteria is displayed in the career section. When set to Yes, the Job Field search criteria is displayed in the career section. When set to Yes, the Schedule search criteria (e.g., Full Time, Part Time, etc.) is displayed in the career section. When set to Yes, the Job Type search criteria (e.g., Summer Job, Internship, etc.) is displayed in the career section. When set to Yes, the Location search criteria is displayed in the career section. When set to Yes, the Education Level search criteria (e.g., Bachelor s Degree, Master s Degree, etc.) is displayed in the career section. When set to Yes, the Travel search criteria (e.g., Will travel 50% of the time) is displayed in the career section. When set to Yes, the Organization search criteria is displayed in the career section. When set to Yes, the Employee Status search criteria (e.g., Regular, Temporary, etc.) is displayed in the career section. When set to Yes, the Job Level search criteria (e.g., Entry Level, Team Leader, etc.) is displayed in the career section. When set to Yes, the Shift search criteria (e.g., Day Job, Evening Job, etc.) is displayed in the career section. When set to Yes, the Keywords search criteria is displayed in the career section. The search engine returns keywords found in the job title, job description (internal if internal career section, and external if external career section), job qualifications (internal if internal career section, and external if external career section) and job locations. For example, if a candidate types San Francisco in the Keywords field, jobs in this location will be returned even if the word San Francisco does not appear in the actual text of the job description or qualifications. See also Keywords Field and Advanced Search setting on page When set to Yes, the Posting Date search criteria (e.g., Today, Yesterday, Last 7 days, etc.) is displayed in the career section. CONFIDENTIAL INFORMATION Page 4-16

55 Chapter 4 - Career Sections Setting Display the urgent need job search control Display the following user-defined fields related to the department Display the following user-defined fields related to the offer Display the following user-defined fields related to the job Display the search criteria section expanded Description When set to Yes, the Urgent Jobs search criteria is displayed in the career section. The list contains user-defined fields that can be used as search criteria. The list contains user-defined fields that can be used as search criteria. The list contains user-defined fields that can be used as search criteria. When set to Yes, search criteria in the career section are expanded. When set to No, search criteria are collapsed; to see them, candidates must click Show Search Criteria. By default, search criteria are expanded. Keywords Field and Advanced Search When creating a search for jobs on the Advanced Search page, candidates can enter complete words or partial words composed of the first three or more characters in the Keywords field. Using partial words in the Keywords field, candidates can create search strategies that will usually retrieve more jobs than similar searches that include only complete words. Candidates can enter multiple partial and complete words in the Keywords field. This offers candidates more possibilities in creating search strategies. The search engine treats each search term in the Keywords field as if it ended with a wildcard, whether the term is a complete word or not. The search engine does not, however, apply a wildcard to the beginning of search terms. The search engine searches the following fields for terms entered in the Keywords field: Job Title, Job Description, Principal Location and Qualifications. Job List This feature allows you to configure standard fields and user-defined fields (UDFs) that will be included as columns in job lists. You have the ability to configure job lists by specific career sections. This flexibility enables you to provide more effective job search for specific candidate pools by displaying the most useful information. The inclusion of user-defined fields allows client-specific data to be readily available in the list so that candidates do not have to open the job offer to find important details. CONFIDENTIAL INFORMATION Page 4-17

56 Chapter 4 - Career Sections User-defined fields can be added to job lists, but they cannot be used to sort lists. The following standard fields are available: Bonus fields Date Closed Date Opened Date Posted Department user-defined fields Description Education Job Level Job Type Locations Number of Openings Offer user-defined fields Qualifications Requisition Number Requisition Title Requisition user-defined fields Schedule Shift Target Start Date Travel Work Locations The Properties page contains the following settings: Setting Description Displayed When set to Yes, activates the Job List feature. Already applied for this job icon displayed When set to Yes, the Already applied for this job icon is displayed in the career section. CONFIDENTIAL INFORMATION Page 4-18

57 Chapter 4 - Career Sections Setting Search on multilingual jobs Description When set to Yes, the multilingual job search is activated in the career section. When activated, candidates have the ability to access jobs in multiple languages in a single career section. This enables candidates to view jobs that match the search criteria entered, regardless of the language in which the job has been made available. For example, a job is created in English and was not translated into French. Candidates would access the career section and choose to search for jobs using the French language option. In version 7.0, only jobs that had been translated into French would be displayed. In version 7.5, links to jobs matching the criteria and available in other languages are displayed. In this scenario, jobs which are in English are now available to the candidate via a link located at the bottom of the page. The following information would be displayed: Jobs also available in: English (3) French (2) Clicking on English (3) would display the three English jobs. CONFIDENTIAL INFORMATION Page 4-19

58 Chapter 4 - Career Sections Setting Default Sort Field Description Possible values Posting Date (Ascending Order), Posting Date (Descending Order), Job Title (Ascending Order), Job Title (Descending Order), Schedule (Ascending Order), Schedule (Descending Order), Location (Ascending Order), Location (Descending Order). Default value is Posting Date (Descending Order). Location Level Displayed Select the levels of location you wish to display in the Basic Search, Advanced Search and Search Results. Possible levels are Country, State/ Province, Region, City. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. Always show urgent need jobs on top of the job list When set to Yes, urgent need jobs are displayed first on the search result list of the career section. Urgent Need Job icon displayed When set to Yes, the Urgent Need Job icon is displayed in the career section. Default number of positions displayed Possible values are 5, 10, 25, 50, 100. Default value is 10. Job Field Level Displayed Organization Level Displayed Select the levels of job field you wish to display in the Basic Search, Advanced Search and Search Results. Possible levels are Category, Function, Specialty. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. Select the levels of organization you wish to display in the Basic Search, Advanced Search and Search Results. Possible levels are Company, Department, Division. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. CONFIDENTIAL INFORMATION Page 4-20

59 Chapter 4 - Career Sections Personalized Job List In a career section, candidates who have completed a job specific application or a general profile have the ability to access jobs that match the preferences they have set in their general profile. Candidates simply need to click the Jobs Matching My Profile link, and they are presented with a list of available jobs. Setting Displayed Description When set to Yes, activates the Job Matching My Profile feature. Already applied for this job icon displayed When set to Yes, the Already applied for this job icon is displayed in the career section. Default number of positions displayed Possible values are 5, 10, 25, 50, 100. Default value is 10. Job field level displayed Organization level displayed Always show urgent need jobs on top of the job list Select the levels you wish to display in the career section, that is Category, Function, Speciality. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. Select the levels you wish to display in the career section, that is Company, Department, Division. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. When set to Yes, urgent need jobs are displayed first on the search result list of the career section. CONFIDENTIAL INFORMATION Page 4-21

60 Chapter 4 - Career Sections Setting Search on multilingual jobs Description When set to Yes, the multilingual job search is activated in the career section. When activated, candidates have the ability to access jobs in multiple languages in a single career section. This enables candidates to view jobs that match the search criteria entered, regardless of the language in which the job has been made available. For example, a job is created in English and was not translated into French. Candidates would access the career section and choose to search for jobs using the French language option. In version 7.0, only jobs that had been translated into French would be displayed. In version 7.5, links to jobs matching the criteria and available in other languages are displayed. In this scenario, jobs which are in English are now available to the candidate via a link located at the bottom of the page. The following information would be displayed: Jobs also available in: English (3) French (2) Clicking on English (3) would display the three English jobs. Urgent Need Job icon displayed When set to Yes, the Urgent Need Job icon is displayed in the career section. Maximum number of jobs displayed in the personalized job list Possible values are Unlimited, 10, 15, 20 and 40. Default value is Unlimited. CONFIDENTIAL INFORMATION Page 4-22

61 Chapter 4 - Career Sections Setting Default Sort Field Description Possible values Posting Date (Ascending Order), Posting Date (Descending Order), Job Title (Ascending Order), Job Title (Descending Order), Schedule (Ascending Order), Schedule (Descending Order), Location (Ascending Order), Location (Descending Order). Default value is Posting Date (Descending Order). Location Level Displayed Select the levels you wish to display in the career section, that is World Region, Country, State/Province, City. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. My Job Cart If this feature is activated, candidates have the ability to conduct job searches and select jobs that they wish to place in their job cart for later review. Setting Displayed Description When set to Yes, activates the My Job Cart feature. CONFIDENTIAL INFORMATION Page 4-23

62 Chapter 4 - Career Sections Setting Default number of positions displayed Description Allows you to specify the number of positions displayed in My Job Cart page. Possible values are 5, 10, 25, 50, 100. Default value is 10. Default sort field Possible values Posting Date (Ascending Order), Posting Date (Descending Order), Job Title (Ascending Order), Job Title (Descending Order), Schedule (Ascending Order), Schedule (Descending Order), Location (Ascending Order), Location (Descending Order). Default value is Posting Date (Descending Order). Location Level displayed Select the levels you wish to display in the career section, that is Country, State/Province, Region, City. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. Always show urgent need jobs on top of the job list When set to Yes, urgent need jobs are displayed first on the search result list of the career section. Default value is Yes. Urgent Need Job icon displayed When set to Yes, the Urgent Need Job icon is displayed in the career section. Default value is Yes. Job Field Level Displayed Organization Level Displayed Select the levels you wish to display in the career section, that is Category, Function, Speciality. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. Select the levels you wish to display in the career section, that is Company, Sector, Department, Division. Select the desired level by clicking with your mouse. For multiple selections, use the SHIFT key. CONFIDENTIAL INFORMATION Page 4-24

63 Chapter 4 - Career Sections It is possible to select the icon representing the Job Cart. See the Themes module. Path: Themes > [click a theme] > Input and Button Control Configuration > Job Cart Icon My Saved Searches When this feature is activated, candidates have the ability to select the search criteria they want for a specific job search, run the search, view search results and then save the search. Setting Displayed Description When set to Yes, activates the My Saved Search feature. My Submissions If you choose to display the My Submissions career portal page in a career section, candidates will have access to information (including the job description and job status) regarding all of their applications on job-specific acquisitions and their draft submissions. Jobs that have been updated since a candidate last visited the site will be highlighted. On the My Submissions career portal page, the candidate has the opportunity to complete or withdraw draft submissions, and view or withdraw completed ones. Submission status (in the context of Career Section Workflows) and messaging capability are features available at extra cost to Taleo clients. As a system administrator, you can specify if jobs manually matched to candidates in the Staffing WebTop and Manager WebTop (Taleo Enterprise 7.5) will be displayed in My Submissions page. See Matched Candidate Display setting on page CONFIDENTIAL INFORMATION Page 4-25

64 Chapter 4 - Career Sections Setting Displayed Description When set to Yes, activates the My Submissions feature. Ask reason for withdrawal When set to Yes, the career section displays a field where candidates can provide the reason why they decided to withdraw their job submission. CONFIDENTIAL INFORMATION Page 4-26

65 Chapter 4 - Career Sections Setting Withdrawal Reason is Mandatory Description Before you can configure this setting, you have to set Ask reason for withdrawal to Yes. When Withdrawal Reason is Mandatory is set to Yes, a candidate who withdraws a submission or begins an application process and then quits the process before completing it or saving it as a draft, is requested to provide a reason. Default number of positions displayed The withdrawal action is entered on the candidate s Tracking tab in the Staffing WebTop. Allows you to specify the number of positions displayed in the My Submissions page. Possible values are 5, 10, 25, 50, 100. Default value is 10. It is possible to specify if jobs manually matched to candidates in the Staffing WebTop and Manager WebTop will be displayed in My Submissions page. See Matched Candidate Display setting on page Path: (Global Configuration) Matched Candidate Display My Referrals The My Referrals career portal page provides candidates with a single list that brings together all of their respective referrals. The candidates can create draft referrals and complete them at a later time. CONFIDENTIAL INFORMATION Page 4-27

66 Chapter 4 - Career Sections They can view their past and present referrals and withdraw any of them. The ownership period is 365 days (as was the case in Taleo Enterprise 7.0). Setting Displayed Description When set to Yes, activates the My Referrals feature. Default number of positions displayed Possible values are 5, 10, 25, 50, 100. Default value is 10. Ask reason for withdrawal When set to Yes, the career section displays a field where candidates can provide the reason why they decided to withdraw their job submission. Default value is No. See illustration below. CONFIDENTIAL INFORMATION Page 4-28

67 Chapter 4 - Career Sections Job Description The Job Description allows you to display the job title as an hyperlink in the career section. When clicking the link, candidates are brought to a new page containing the complete job description. On this page, candidates are provided a link to go back to the job submission process. Candidates will return to the page where they were at and the data they entered before clicking the link will still be there. Setting Displayed Candidates must be logged and have an address to send jobs to friend Description If set to Yes, activates the job description feature. If set to Yes, a Send this job to a friend link is displayed on the career section s job description pages provided the candidate logs into the career section and has previously provided an address. After candidates click the link on a job description page, they cannot modify the Your Address field on the Send this job to a friend page. This setting is designed to protect career sections (and candidates) from spoofing. If set to No, the link is not displayed on the career section s job description pages. CONFIDENTIAL INFORMATION Page 4-29

68 Chapter 4 - Career Sections Requisition Balloon The Requisition Balloon allows you to display a hover callout beside the job title containing a short description of the job. Candidates have the ability to view the job description at any point in time when they apply. Setting Displayed Description When set to Yes, activates the requisition balloon feature. Search Query Balloon The Search Query Balloon allows you to display a hover callout beside the Basic Search and Advanced Search. This callout contains search criteria of the last search that was performed. Setting Displayed Description When set to Yes, activates the search query balloon feature. CONFIDENTIAL INFORMATION Page 4-30

69 Chapter 4 - Career Sections My Account In a career section, My Account page allows candidates to configure the following account options. Personal information such as first name, last name, address, phone numbers, address, social security number. Login information such as user name, password and security question and its answer. Correspondence preferences. Setting Displayed Description When set to Yes, activates the My Account feature. SSN Validation (United States Only) Candidate Personal Information Userdefined Form Display the correspondence language Activates the US social security number validation in personal information pages. Allows you to select which Candidate Personal Information user-defined form will be used. When set to Yes, allows candidates to configure the language in which they want to receive their correspondence. Set to Yes by default. If you only activated one language, the correspondence language selector will not be displayed in the career section even if this setting is activated. The languages listed in the career section My Account page are not limited to the languages available in the career section. See Best Practices on next page. CONFIDENTIAL INFORMATION Page 4-31

70 Chapter 4 - Career Sections Setting Display the job posting notification setting Description When set to Yes, allows candidates to specify if they wish to receive job posting notifications. Set to Yes by default. See Best Practices below. Display the acknowledgment setting When set to Yes, allows candidates to specify if they wish to receive acknowledgements. Set to Yes by default. See Best Practices below. Display the rejection letter setting When set to Yes, allows candidates to specify if they wish to receive rejection letters. Set to Yes by default. See Best Practices below. Best practices regarding the above last four options: If you decide not to display any of the option, candidates will not see the Correspondence block in My Account page. Though it is possible to not display these options to candidates, it is recommended to activate these options and to provide candidates with the choice to deselect them. It is recommended to disable the options you are not using. For example, if you are not using job posting notifications, you should disable it. If your process relies on notifications to communicate specific data to candidates, you should consider eliminating the candidate s ability to deselect that type of correspondence. CONFIDENTIAL INFORMATION Page 4-32

71 Chapter 4 - Career Sections Access Management Access Management gives you access to user-defined labels that can be customized in the following career section pages: Sign In page New User Registration page Forgot Your Password page Forgotten User Name page For more information on how to modify labels, see Personalizing Labels of a Career Section setting on page Security Settings Path: Career Sections > (Global Security) Internal Career Sections Path: Career Sections > (Global Security) External Career Sections Path: Career Sections > (Global Security) Agency Portals In the Security Settings section, settings are specific to one career section. As opposed to global security settings which are set for all career sections of a particular type (internal, external and agency portal). See Global Security setting on page Setting Values Details Require users to sign in before accessing the Yes, No (default) To gain access to the job list, Job List candidates must provide a Require users to sign in before accessing job descriptions Allow users to change their user name Activate SSL encryption. Yes, No (default) Yes (default), No Yes, No (default) user name and password. Candidates must provide a user name and password to view the job description. CONFIDENTIAL INFORMATION Page 4-33

72 Chapter 4 - Career Sections Setting Values Details Log the user out when the browser is closed or when the URL location is changed or when the last page of the flow has been reached. Yes, No (default) A career section security setting that can be activated to log candidates out of a career section automatically if they close a browser window, change the URL displayed in the browser Address field or arrive at the last page of an application flow. The setting, implemented in service pack 9 and later, replaces the following setting: Log the user out when the last page of the flow has been reached, then display the main Job List if the user attempts to go Back. Use this phone number as hotline for users who encounter login problems. N/A Enter a number that will direct the candidate to the service hotline. If the candidate does not have an address, the system will display a message indicating to contact the customer support hotline to receive a new password verbally. CONFIDENTIAL INFORMATION Page 4-34

73 Chapter 4 - Career Sections Sign In Path: Career Sections > [click a career section] > Sign In Setting Values Details Allow new users to register in system Yes (default), No New candidates can access a career section. Display the link Forgot your user name? Yes (default), No Display the link Forgot your password? Yes (default), No Show explicit error messages to users at Yes (default), No login. Display the OpenID option Yes(default), No Candidates can import information from the talent exchange universal profile. User Accounts Path: Career Sections > Internal Career Sections > User Accounts Path: Career Sections > External Career Sections > User Accounts Path: Career Sections > Agency Portals > User Accounts Setting Values Details Number of incorrect sign-in attempts allowed per user before his/her account is locked Period during which the system prevents access to an account that has been locked Use the following authentication method Activate the Career Section Single Sign-On Configuration Wizard Self-Registration Login Page (default), Single Sign-On Yes, No (default) Path: Career Sections > [click a career section] > Self-Registration Setting Values Details Ask new users to provide a password when they register Yes mandatory (default), Yes, No Ask new users to confirm their password when they register Yes (default), No) Available for internal career sections only. Available for internal career sections only. CONFIDENTIAL INFORMATION Page 4-35

74 Chapter 4 - Career Sections Setting Values Details Ask new users to provide their address when they register Yes mandatory, Yes (default), No If you select No, Login Without is enabled. Candidates can log in using their user name. If you select Yes mandatory, new candidates are requested to provide an address. If you select Yes, new candidates are able to enter their address, or their user name. Ask new users to confirm their address when they register Yes, No (default) Activate the registration confirmation page Number of username attempts before closing the session User Name Yes, No (default) Unlimited (default), 3, 5, 10, 15, 20, 100 Path: Career Sections > [click a career section] > User Name Setting Values Details Activate this user name security policy None Require user names that contain at least X 4 characters Require user names that contain no more than X characters 100 When set to Unlimited, the list displays all user IDs. When another value is specified, internal users who might attempt to use user information for malicious purposes will be unable to capture the list of all registered user IDs. This setting is available only in service pack 11 and later versions. The user name must have at least 4 characters and no more than 300. The only allowed characters are: abcdefghijklmnopqrstuvwxyzabcdefghijklmnopqrstuvwxyz _.@. CONFIDENTIAL INFORMATION Page 4-36

75 Chapter 4 - Career Sections Changing the Technical Help Information Type and Content for a Specific Career Section Taleo clients can add their own technical help which can take the form of a text, a URL link or an address to their career section. Providing technical help improves the candidate experience of those candidates who encounter issues and ensures that they can successfully complete the application process and perform other tasks such as job searches. This feature is available in Taleo 7.5 SP14 and later. Clients who already provide technical help in another form on career sections have the option of disabling the Technical Help Information feature across all their career sections or on a specific career section. If technical help is enabled, the link is displayed at the upper-right and bottom-right corners of career section pages bearing the top and bottom bars. The location of the links cannot be modified. Prerequisite: Taleo Enterprise 7.5 and configure the Technical Help Information Type setting on page 9-10 setting. Path: Administrator WebTop > Career Sections 1. Click the name of the career section you want to modify. 2. If the career section s status is Active, click Deactivate. 3. Click Edit next to Properties. 4. Click the Technical Help Type field and select the value you want to assign to the career section. 5. If appropriate to the value you selected, enter the help text, help link or help address in the Content box. 6. Click Save. 7. Click Activate if you want to change the career section s status to Active. Result If you selected Text or Link, the technical help content you specified will be displayed to candidates in the career section. If you selected None, no Technical Help content will be displayed in the career section (regardless of the global Technical Help Information Type value). If you selected Default and the value of the global Technical Help Information Type setting is None, technical help will not be displayed. If you selected Default and the value of the global Technical Help Information Type setting is Text or Link, the help text, help link or help address displayed to candidates will be the one you specified in TexTool resource ID CONFIDENTIAL INFORMATION Page 4-37

76 Chapter 4 - Career Sections Setting Default Search Criteria It is possible to preconfigure job searches for specific career sections to present specific jobs to candidates. For example, if you which to have a career section for Java programmer jobs, you can set search criteria in order to only present Java programmer jobs to candidates. Another example could be to set search criteria to only display part-time jobs. Path: Career Sections 1. Click a career section. 2. Click Show next to Properties. 3. Click Create next to Job Search Filter. The Job Search Filter Editor opens. If a career section is active and no job search filter has been defined, the Create link is not available beside Job Search Filter. 4. Set the properties. Setting Filter on Career section OLF Structure Filter on Urgent Jobs Editable Filter Keywords Description When set to Yes, the search engine filters jobs according to the OLFs specified in the Job Search Filter page (that is, the page that appears once you click Save). For example, if you select the location Canada, only jobs offered in Canada are displayed in search results. When set to Yes, only urgent jobs are displayed in search results. When set to Yes, search filters that you have specified are prefilled in the career section. For example, if you select the filter Day Job, this criterion will be selected by default in the career section Advanced Job Search page. If you enter a keyword, only jobs containing the keyword are displayed in search results. For example, if you enter Java Programmer, only jobs looking for Java programmers are displayed in search results. 5. Set advanced search filters. For example, if you select Day Job and Part-time, only part-time day jobs will be displayed in search results. 6. Click Save. 7. If you wish to add criteria for Organizations, Locations and Job Fields, click Add in the Job Search Filter page, select the desired criteria then click Select. CONFIDENTIAL INFORMATION Page 4-38

77 Chapter 4 - Career Sections Viewing and Modifying Job Filter Details Path: Career Sections Once job filters have been defined, it is possible to view the elements selected for the filter. 1. Click a career section. 2. Click Show next to Properties. 3. Click View Filter Details next to Job Search Filter. The Job Search Filter page opens. 4. To modify filter properties as well as advanced search criteria, click Edit next to Properties, make required changes then click Save. 5. To add OLF elements, click Add next to Locations, Job Fields and/or Organizations. 6. To remove OLF elements, click Remove next to each OLF element. Removing Search Filters Path: Career Sections Once job filters have been defined, it is possible to remove them. Note that to remove a filter, the career section must be inactive. 1. Click a career section. 2. Click Show next to Properties. 3. Click Remove Filters next to Job Search Filter. 4. Click Yes in the message box that appears. CONFIDENTIAL INFORMATION Page 4-39

78 Chapter 4 - Career Sections Personalizing Labels of a Career Section Path: Resource Administration The ability to modify the text associated with labels, help panels, and icons used in a career section gives you a high degree of control over the look and feel of the career sections used in your organization. It is possible to remove help panels or to modify their pixel size in the Theme. See Themes setting on page To modify labels, the status of the page must be Inactive or Draft. For information on how to modify the labels in application flows, see Modifying Labels of an Application Flow Block setting on page 5-9. The explanations provided in this section show how to modify labels in a particular career section. You can, however, perform a global change using TexTool. If you edit the text associated with a label as described in this section and later edit the same item globally using TexTool, the second change is applied globally with the exception of the career section(s) that you customized individually. Resources that were customized individually have -X at the end of the resource number. E.g.: X. For more information about TexTool, please contact Taleo. 1. In the Career Section Setup page, click Product Resources. 2. In the Resource Administration page, click Show Identifiers to display the resource ID associated to each standard field. You will notice that a series of number appears in front of each standard field. This is the resource ID. 3. In the Career Section Setup page, click Career Sections, then open the career section containing the label you wish to modify. 4. Click Show next to Career Section URL. 5. Click Preview under the Actions column. CONFIDENTIAL INFORMATION Page 4-40

79 Chapter 4 - Career Sections 6. Click the URL contained in the message. 7. The career section opens and resource IDs are displayed in front of each label. If an X appears at the right of the resource ID, this means that the label was already overriden. 8. Copy (CTRL + C) the resource ID of the label you wish to modify. For example, for the Basic Job Search label. 9. Go back to the Career Section Administration module and open the career section containing the label you wish to modify. 10. Access the career section page where the label is used. See Locating Career Section Labels setting on page In our example, the label we wish to modify is contained in the Basic Search page. So we need to click Show next to Career Portal Pages, then Basic Search. 11. Click Edit next to User-defined Labels. CONFIDENTIAL INFORMATION Page 4-41

80 Chapter 4 - Career Sections 12. In the Refine by list, select Resource Number, paste (CTRL + V) the resource ID of the label you wish to modify in the empty field, then click Refresh. In our example, we pasted the ID. 13. Click the name of the user-defined field. In our example, it is BasicJobSearchPageTitle. 14. Click Edit next to Properties. 15. Enter the new label in the Override field. For example, Basic Search. 16. Click Save. If you go back to the career section, you will see that the label is now Basic Search (and not Basic Job Search). CONFIDENTIAL INFORMATION Page 4-42

81 Chapter 4 - Career Sections Removing Labels in a Career Section It is possible to not display a label appearing in a career section. To make a global change to a label, TexTool must be used. For more information, contact your Taleo representative. 1. Perform steps 1 to 15 of Personalizing Labels of a Career Section setting on page Instead of typing a new label in the Override field, enter a space using the space bar on your keyboard. 3. Click Save. If you go back to the career section, you will see that the label is not displayed (the space where the label appeared is empty). CONFIDENTIAL INFORMATION Page 4-43

82 Chapter 4 - Career Sections Viewing Labels Overridden in a Specific Language Path: Career Sections > [click a career section] > (Career Portal Pages) Edit User-defined Labels The language selector in the User-defined Labels page helps you quickly see labels that were overridden in a specific language. 1. In the User-defined Labels page, select the language in which you want to see labels that were overridden. For example, French. 2. Click Refresh. 3. In the Override column, labels overridden in the selected language are displayed. CONFIDENTIAL INFORMATION Page 4-44

83 Chapter 4 - Career Sections Locating Career Section Labels If you use Taleo Enterprise 7.5, the following table can help you locate a career section label you might want to personalize. The information in the second column is clickable and will bring you to a screenshot of the corresponding career section page. Labels in this career section page Basic Search Advanced Search All Jobs Jobs Matching My Profile My Job Cart My Saved Search My Submissions My Referrals Description of a job My Account All other labels Can be found in the Administrator WebTop (Taleo Enterprise 7.5), under this career portal page Path: Career Sections [click a career section, then click Show next to Career Portal Pages Basic Search career portal page Advanced Search career portal page Job List career portal page Personalized Job List career portal page My Job Cart career portal page My Saved Search career portal page My Submissions career portal page My Referrals career portal page Job Description career portal page My Account career portal page Can be found right under Career portal pages. CONFIDENTIAL INFORMATION Page 4-45

84 Chapter 4 - Career Sections Basic Search career portal page CONFIDENTIAL INFORMATION Page 4-46

85 Chapter 4 - Career Sections Advanced Search career portal page CONFIDENTIAL INFORMATION Page 4-47

86 Chapter 4 - Career Sections Job List career portal page CONFIDENTIAL INFORMATION Page 4-48

87 Chapter 4 - Career Sections Personalized Job List career portal page CONFIDENTIAL INFORMATION Page 4-49

88 Chapter 4 - Career Sections My Job Cart career portal page CONFIDENTIAL INFORMATION Page 4-50

89 Chapter 4 - Career Sections My Saved Search career portal page CONFIDENTIAL INFORMATION Page 4-51

90 Chapter 4 - Career Sections My Submissions career portal page CONFIDENTIAL INFORMATION Page 4-52

91 Chapter 4 - Career Sections My Referrals career portal page CONFIDENTIAL INFORMATION Page 4-53

92 Chapter 4 - Career Sections Job Description career portal page CONFIDENTIAL INFORMATION Page 4-54

93 Chapter 4 - Career Sections My Account career portal page CONFIDENTIAL INFORMATION Page 4-55

94 Chapter 4 - Career Sections Career portal pages CONFIDENTIAL INFORMATION Page 4-56

95 Chapter 4 - Career Sections Editing the Layout of a Job Path: Career Sections > [click a career section] > (Career Portal Pages) Show > Job List > Edit Layout In addition, system administrators have the ability to configure the layout of a job in the following pages: Job List Personalized Job List My Job Cart Job Description System administrators have the ability to configure which information will be displayed regarding a job. For example, the job title, job number, work locations, posting date, referral bonus. You cannot change the order of lines once they are created. It is also impossible to insert a line between two other lines. For these reasons, it is important to finalize the order of the lines you plan to create (from top to bottom) and then to create the lines in that order. 1. In the Career Section page, under Career Portal Pages, click Show. 2. Click Personalized Job List. 3. Click Edit Layout. The Portal Page Layout Editor opens. On the left, you have the list of available fields and labels that you can add to the layout. And on the right, you have the job layout used to organize the content and layout of the job. 4. To add a line, under Job Layout, select Add a Line in the drop-down list then click Add. The new line is displayed at the bottom of the list of lines 5. To delete a line, under Job Layout, click Delete Line that corresponds to the line you want to delete. The line is deleted immediately. 6. To add a label to a line, click the line under Job Layout. In the Available Labels section, click the label you want to add then click Add a Label. The label is added to the line you selected earlier. CONFIDENTIAL INFORMATION Page 4-57

96 Chapter 4 - Career Sections (To add multiple labels at the same time, click each label you want to add then click Add a Label.). Labels are used as titles. For example, if you added Description from the Available Labels section and Description from the Available Fields section (and in that order), the title Description would appear on the career section, followed by the actual description of the job. For example: 7. To add a field to a line, click the line under Job Layout. In the Available Fields section, click the field you want to add then click Add a Field. The field is added to the line you selected earlier. (To add multiple fields at the same time, click each field you want to add then click Add a Field.) 8. To remove a label or field, select a line under Job Layout, then click the label or field you want to remove. Click Delete Selected Item at the top of the Job Layout section. 9. To change the order of a label or field, select a line under Job Layout, then click the label or field whose position you want to change. At the top of the Job Layout section, click label or field one position to the left or click to move it one position to the right. to move the 10. To add white space between a label and a field, or between two fields, click a line, select Add a White Space, then click Add. A white box is displayed to indicate that a white space has been added. To change the position of the white space, click position to the left or click to move it one position to the right. to move the white space symbol one 11. To add a hyphen, colon, bracket, or parenthesis between a label and a field, or between two fields, click a line, select the item you want to add, then click Add. The item is displayed to indicate that it has been added. To change the position of the item, click to move the item one position to the left or click to move it one position to the right. CONFIDENTIAL INFORMATION Page 4-58

97 Chapter 4 - Career Sections Enabling the Talent Exchange Universal Profile Enabling the Talent Exchange Universal Profile is recommended because: The application process will be streamlined for the candidate, and reduce the application drop off rate. A candidate participating in the talent exchange can send profile information from the talent exchange to a select Career Section in real-time. The candidate is able to use the universal profile when applying to a job specific application from the talent exchange job board or when applying from a Career Section. This enhancement will allow a Talent Exchange candidate to login to the career site with their Universal Profile credentials. When the universal profile is enabled the login process may be different. The candidate will have an option to utilize the universal profile offered to candidates on the talent exchange. When a candidate chooses to populate a job specific requisitoin with their universal profile information, all mapped and valid candidate data fields, detailed in the following table, including data not required for the application flow, will be saved to the candidate file. Make the fields available in the application flow, as a best practice to allow candidates to verify the information. Group Personal Information Employment History Education History Fields First Name Last Name Middle Initial Address Street Address(Line 1) Street Address(Line 2) City Country State/Province Zip/Postal Code Home Phone Number Work Phone Number Cell Phone Number Fax Number Username Employer or Other Employer Function or Other Function Achievements Start End Institution or Other Institution Program or Other Program Education Level GPA - (only the score not the scale) Start Date End Date CONFIDENTIAL INFORMATION Page 4-59

98 Chapter 4 - Career Sections Group Source Tracking (Will default to Talent Exchange only if the candidate is sent to the Career Section from the talent exchange) Fields Source Type Source To enable the universal profile at the career section level it must be enabled for each career section and can also be defined as the default at the global level. The private career section setting Activate Secure Login must be disabled. Permission Name Display the OpenID options Display the OpenID options Location Path Administrator WebTop > Career Section Administration > [Global Security] External (or Internal) Career Sections > Default Values > [Sign In] Edit Administrator WebTop > Career Section Administration > Career Sections > [Career Section Name] > [Sign In] Edit CONFIDENTIAL INFORMATION Page 4-60

99 Application Flows

100 Chapter 5 - Application Flows Description of the Application Flows Page The Application Flows page allows you to view and create application flows. An application flow is a sequence of pages that a candidate has to complete when applying for a job or when submitting a profile in a career section. Application flows are also used by referrers, recruiters, hiring managers and agents to submit candidates, invite candidates to apply for a position, or enter information on behalf of candidates (for example, in an existing job-specific application, or a candidate profiler). A career section can include more than one application flow. For example, a graduate student applying on a Campus career section might be given the choice of applying for a specific job or submitting a candidate profile. In the first case, the student would follow the Job-specific Application flow; in the second case, the student would follow the Candidate Profiler flow. The following types of application flows are available: Job-specific Application Job-specific Referral Candidate Profile Candidate Profile - Referrer Request More Information Invitation to Self-identify (see Activating the Invitation to Self-Identify Flow on page 5-16) Application - Agency Profile - Agency The creation and management of application flows have undergone extensive changes in version 7.5. The implementation of a drag-and-drop system in particular enables system administrators to create and manage application flow pages and their respective elements far more easily and rapidly than before. To access the Application Flows page, click Application Flows in the Career Sections Setup page. The Refine by list allows you to filter application flows according to different criteria (for example, code, name, status, flow type, etc.). CONFIDENTIAL INFORMATION Page 5-1

101 Chapter 5 - Application Flows The Create link allows you to create an application flow. See Creating an Application Flow on page 5-4. In the Application Flows list, the code, name, flow type (for example, Job-specific Application, Jobspecific Referral, Candidate Profile, etc.) and status of the application flow are provided. For more information on statuses, see Status on page 1-8. In the Actions column, the Delete button allows you to delete specific application flows and the Duplicate button allows you to copy an application flow. Numbers on the right side indicate the number of application flows displayed on the current page and the total number of application flows in your organization. For example, 1-14 out of 83. If the list spans multiple pages, links to these pages are displayed immediately to the right. CONFIDENTIAL INFORMATION Page 5-2

102 Chapter 5 - Application Flows Viewing Information Regarding an Application Flow To access an application flow, click the name of an application flow in the Application Flows page. Page Block Action The application flow view page contains the properties of the application flow as well as the different blocks, pages and actions contained in the application flow. For information on the properties and on how to create an application flow, see Creating an Application Flow on page 5-4. The History section provides information such as the date and time of an event, a description and details on an event, as well as the actor (person or system) who performed the event. See History on page 1-7. Viewing the List of Career Sections that Use a Particular Application Flow You can view the list of all the career sections to which a particular application has been applied. This is especially useful when you make changes to an application flow: you can quickly see all the career sections that will be affected by the changes. 1. On the Application Flows page, Application Flows list, click the application flow you want to examine. 2. Next to the name of the application flow, click View Associated CS. The system displays all the career sections that use the application flow. CONFIDENTIAL INFORMATION Page 5-3

103 Chapter 5 - Application Flows Creating an Application Flow Path: Application Flows 1. In the Career Section Setup page, click Application Flows. The Application Flows page opens. 2. Click Create. The Flow Type Selector page opens. 3. Select the type of application flow you wish to create. Possible choices are: Job-specific Application Job-specific Referral Candidate Profile Candidate Profile - Referrer Request More Information Invitation to Self-identify (see Activating the Invitation to Self-Identify Flow on page 5-16) Application - Agency Profile - Agency 4. Click Create. The New Application Flow page opens. 5. Provide a code, a name and a description. These fields are mandatory. 6. Specify if you wish to activate the career section progress bar. For more information, see Configuring the Progress Bar on page Specify if you wish to activate the autofill feature. For more information, see Activating the autofill feature on page Build the application flow. 8a) The Flow Building section contains two sections: Tools and Flow. The Flow section contains the pages that make up the application flow. 8b) To add a page in the application flow, under Flow Building, enter the title of the new page in the Add a Page field then click Create a Page. The system then displays the box that corresponds to the new page at the bottom of the Flow list. CONFIDENTIAL INFORMATION Page 5-4

104 Chapter 5 - Application Flows The order of the boxes in the Flow list indicates the order in which the Web pages are displayed to candidates. In other words, the top box in the Flow list represents the first page in the application flow; the box below it represents the second page in the application flow and so forth. For this reason, you might want to modify the position of the box relative to the others in the application flow. To do this, simply click the title of the box and drag it to the desired position in the Flow section. 8c) Repeat the previous step for each page you want to add to the application flow, assigning a unique title to each page. 8d) Each box in the Flow section is divided into three sections: Name of the career section page. This name is visible to users. The Block Ordering section includes a series of information blocks (the 2 information that is displayed on the career section page). 3 Actions associated with the career section page. 8e) To add an information block to the application flow, click the appropriate information block in the Tools section and drag it to the Block Ordering section of the box that corresponds to the career section page in the Flow section. The order of the information blocks in the Block Ordering section indicates the order in which the information is displayed in the application flow. In other words, the top information block in the Block Ordering section represents the information displayed at the top of the page; the box below it represents the information displayed immediately below the top information block and so forth. For this reason, you might want to modify the order of information blocks in the box. To do this, click an information block in the Block Ordering section and drag it to the desired position in the section. CONFIDENTIAL INFORMATION Page 5-5

105 Chapter 5 - Application Flows An information block can only appear once in an application flow. 8f) To remove an information block, click the block in the appropriate box in the Flow section and drag it to the Available Information Blocks section. 8g) To add an action in the application flow, click the appropriate action in the Available Actions and drag it to the Selected Actions section of any block. Possible actions are: Processing Answers for Disqualification Questions Sending a Referral Acknowledgment Letter Sending a Job Submission Acknowledgement Letter: This option allows you to send an acknowledgment letter to candidates who reach the application flow Thank You page and who have submitted a complete job submission. You can add this action to all application flows (external, internal, agency and referral). When this option is used, you then need to activate the setting Send this acknowledgement only if the application is completed available when you click Sending a Job Submission Acknowledgement Letter in the flow page. The Send this acknowledgement only if the application is completed setting is available in service pack 9 and later. An action can only appear once in an application flow. 8h) To remove a Web page from an application flow, locate the corresponding box in the Flow section and click Delete. 8i) Click Save when you have created all the pages that you want to include in the application flow. Always click Activate to activate an element. An Active element can be used. Defining Page Properties Path: Application Flows 1. In the Career Section Setup page, click Application Flows. The Application Flows page opens. 2. Click the application flow containing the page where you want to define properties. CONFIDENTIAL INFORMATION Page 5-6

106 Chapter 5 - Application Flows 3. Under Page Ordering, click the desired page. 4. Click Edit next to Page Properties. The Page Editor opens. 5. Modify the properties as desired. Properties are different depending on the page selected. Setting Name Page Title Page Header Display the Ctrl key for multiple selection hint Display the required field hint Value Name of the page. Title that can appear in the progress bar box as well as at the top of each page. See Providing titles to the progress bar boxes on page Header that can appear in a career section, just above the sentence Required Information is signalled by this indicator. The page header can contain a maximum of 4000 characters and can be formatted using HTML options. A page header may contain an image <img /> tag. A tracking URL can be added to application flow pages via the image tag. Taleo has created three tokens that can be used by the company to track page hit locations: {ApplicationNumber}, {CandidateNumber}, {RandomNumber}. The following URL has spaces for formatting: <img src=" variablename={applicationnumber}; variablename2={candidatenumber}; variablename3={randomnumber}?" width="1" height="1" alt=""/> If you select Yes, the following sentence is displayed in the career section: Hold down the CTRL key (Command key for Mac) to make multiple selections or to deselect items. If you select Yes, the following sentence is displayed in the career section: Required Information is signalled by this indicator *. CONFIDENTIAL INFORMATION Page 5-7

107 Chapter 5 - Application Flows Setting Always display this page if the autofill option is enabled Value Provided the Autofill After Initial Submission Enabled field is set to Yes, a page in the flow can be configured such that if candidates return to an incomplete job application or apply for a new job, the page is always displayed even if it contains no mandatory fields. Activating this setting for a file attachment page, for example, ensures that candidates who return to an incomplete job application have the opportunity to verify which attachments they want to include with the application. This setting is implemented in service pack 9 and later. 6. Click Save. Page title Display the required field hint CONFIDENTIAL INFORMATION Page 5-8

108 Chapter 5 - Application Flows Modifying Labels of an Application Flow Block Path: Application Flows The ability to modify the text associated with application flow blocks used in a career section gives you a high degree of control over the look and feel of the career sections used in your organization. To modify labels, the status of the page must be Inactive or Draft. For information on how to modify the labels in career section pages, see Personalizing Labels of a Career Section on page The explanations provided in this section show how to modify labels of an application flow block. You can, however, perform a global change using TexTool. If you edit the text associated with a label as described in this section and later edit the same item globally using TexTool, the second change is applied globally with the exception of the career section(s) that you customized individually. For more information about TexTool, please contact Taleo. 1. In the Career Section Setup page, click Product Resources. 2. In the Resource Administration page, click Show Identifiers to display the resource ID associated to each standard field. You will notice that a series of number appears in front of each standard field. This is the resource ID. 3. In the Career Section Setup page, click Career Sections, then open the career section containing the application flow label you wish to modify. 4. Click Show next to Career Section URL. 5. Click Preview under the Actions column. 6. Click the URL contained in the message. CONFIDENTIAL INFORMATION Page 5-9

109 Chapter 5 - Application Flows 7. The career section opens and resource IDs are displayed in front of each label. If an X appears at the right of the resource ID, this means that the label was already overriden. 8. Locate the label you wish to modify and note the name of the application flow block as well as the resource ID. For our example, we will modify the label Please indicate how you heard about this job. The application flow block is Source Tracking and the ID is Go back to the Career Section Administration module and open the career section containing the application flow label you wish to modify. 10. Click Show next to Application Flow Properties. 11. Click an application flow. 12. Under Page Ordering, click the block containing the label you wish to modify. In our example, it is Job Sourcing Tracking. 13. Click Edit User-defined Labels. The User-defined Label page opens. 14. In the Refine by list, select Resource Number, type the resource ID of the label you wish to modify in the empty field, then click Refresh. In our example, we typed the CONFIDENTIAL INFORMATION Page 5-10

110 Chapter 5 - Application Flows 15. Click the name of the user-defined field. 16. Edit next to Properties. 17. In the Override field, enter the new label. A maximum of 4000 characters is permitted. 18. Click Save. If you go back to the career section, you will see that the label has changed. Please tell us how you heard about this job opportunity. Configuring the Progress Bar When completing a job submission, candidates are able to see a progress bar indicating the different steps of the application flow and highlighting where they are in the process. When candidates have completed their job submission, they are able to access any step (page) in the application flow. Candidates are also able to go to a previous step (page) at any time and make changes during the application process. Once candidates have completed their job submission, they are taken to a summary page displaying all the information they provided. Candidates are able to make changes if required. CONFIDENTIAL INFORMATION Page 5-11

111 Chapter 5 - Application Flows On subsequent job submissions, candidates will automatically be brought to the last page of the flow (that is, the Summary page) if all data has been completed. Otherwise, if data is missing on a certain page, candidates will land on that page. For more information, see Activating the autofill feature on page Activating the progress bar Path: Application Flows If the progress bar does not properly fit in the width of the page, you can adjust it in the main section of the career section Theme. The default pixel size is 720, but it can be changed depending on the career section pixel size. See Editing a Theme and Its CSS Attributes on page In the Career Section Setup page, click Application Flows. The Application Flows page opens. 2. Click the application flow where you wish to activate the progress bar. 3. Click Edit next to Application Flow Properties. 4. Activate the following setting: Progress Bar Enabled. 5. Click Save. When creating new application flows, the progress bar is set to on by default. Providing titles to the progress bar boxes Path: Application Flows You need to provide titles for each box in the progress bar. 1. In the Career Section Setup page, click Application Flows. The Application Flows page opens. 2. Click the application flow containing the progress bar you wish to customize. 3. Under Page Ordering, click the desired page. 4. Click Edit next to Page Properties. The Page Editor opens. 5. Enter the desired block title in the Page Title field. CONFIDENTIAL INFORMATION Page 5-12

112 Chapter 5 - Application Flows 6. Click Save. The progress bar can display seven pages (eight including the summary page). If the flow contains more than seven pages, a sliding bar is displayed that can be used to move from one block to another. The progress bar advances automatically to the right to show progression as the candidate advances through the steps in the flow. It is recommended that flows contain fewer than seven pages (less than eight including the summary page) to avoid overwhelming candidates. The Thank You/Congratulation page is not considered a page in the progress bar. This page appears after the Summary page (the last page to which the progress bar applies). Titles in the progress bar can contain up to 200 characters. However, the text is truncated if it exceeds the width of the box. In general, truncation occurs when the text exceeds 40 characters. Concise and meaningful titles are recommended. A best practice is to use a maximum of 25 characters. There is one box for each step in the application flow. However, a block that contains multiple pages is displayed as a single box in the progress bar. For example, if disqualification questions span 3 CONFIDENTIAL INFORMATION Page 5-13

113 Chapter 5 - Application Flows pages, this is indicated to the candidate (Page X of 3, where X represents the page the candidate is currently on). Activating the autofill feature Path: Application Flows On subsequent job submissions, if you want candidates to automatically be brought to the last page on the flow (that is, the Summary page) if all data has been completed, you must activate the following setting: Autofill After Initial Submission Enabled. 1. In the Career Section Setup page, click Application Flows. The Application Flows page opens. 2. Click the application flow where you wish to activate the auto-progression feature. 3. Click Edit next to Application Flow Properties. 4. Activate the following setting: Autofill After Initial Submission Enabled. 5. Click Save. The previous situation can happen in the following cases: esignature for jobs available in multiple countries diversity data when there are multiple questionnaires questions, skills and disqualification questions OLF block which always spans 3 pages It is recommended to activate the autofill feature to keep the clicks required by candidates at a minimum for subsequent applications. When creating new application flows, the autofill feature is set to on by default. Linking a User-defined Form to an Application Flow Block User-defined forms can be linked it to application flow blocks. For more information on user-defined forms, see User-defined Forms on page 6-0. Path: Application Flows 1. On the Career Section Setup page, click Application Flows. 2. Click the application flow that contains the information block where you want to link the user-defined form. CONFIDENTIAL INFORMATION Page 5-14

114 Chapter 5 - Application Flows 3. In the Page Ordering section, click the information block to which you want to link the user-defined form. 4. Click Edit next to Properties. 5. In the Form Fragment list, select the desired user-defined form. 6. Click Save. CONFIDENTIAL INFORMATION Page 5-15

115 Chapter 5 - Application Flows Activating the Invitation to Self-Identify Flow The Invitation to Self-identify (ISI) message, from which the Invitation to Self-identify flow is accessed, is used exclusively when tracking EEO information. The client organization can customize the message so that it is sent only after a candidate reaches a specific status in the selection process. For example, an organization may ask a candidate to provide missing EEO information only after the person has reached the second interview status, and not before. To trigger the Invitation to Self-identify (ISI): 1. Activate the Invitation to Self-Identify Flow (ISI). Path: Career Section Settings > Invitation to Self-Identify Active > Edit. 2. Select the event (status) that will trigger the invitation to self-identify. This will also indicate to which hiring status it will be mapped. Path (Taleo 7.5): Administrator WebTop > Setup > Global Setup > Regulations > USA (EEO Affirmative) > Collect the EEO/Affirmative Action information when an applicant has reached the selected status In the USA. 3. Activate the EEO, Invitation to Self-identify (ISI) message. Path (Taleo 7.5): Administrator WebTop > Correspondence Manager > EEO, Invitation to Selfidentify (ISI) > Properties tab > Active in the Status list 4. Review the application flow. Make sure the Diversity block is selected. For more information on application flows, see Creating an Application Flow on page 5-4. CONFIDENTIAL INFORMATION Page 5-16

116 Chapter 5 - Application Flows Important Information on Application Flow Blocks Anonymous Application When submitting an application, candidates may have the ability to provide an anonymous application (application without personal identification information). The personal identification fields are grayed out so that candidates do not provide this type of information. The required fields for an anonymous application are logon ID, password, and location. If candidates decide that they no longer want their application to be anonymous and fill out the personal information fields, they are not able to revert back to an anonymous application. To activate the anonymous application feature, you must activate the following setting: Allow Anonymous Candidates. Path: Application Flows > [select an application flow] > Page Ordering >Candidate Personal Information > (Properties) Edit It is possible to restrict access to anonymous candidates by activating the following setting: Include candidates whose identification is missing in candidate list and in candidate search results (does not apply to Quick Search) Certifications Block The Certifications block only accommodates standard fields. No user-defined fields can be inserted. It is recommended to implement the Certifications block when this type of data is critical. For example, for health care, financial services and consulting positions. Background Check Block Data included in the Background Check block is intended to be used for background checking only. If your policy is to only conduct background checks on a small subset of candidates or on the candidate who is hired, you should consider not collecting background check data from all candidates. If you are using a rapid selection process where delays from obtaining the information will cause harm, you should consider collecting background check data from all candidates. CONFIDENTIAL INFORMATION Page 5-17

117 Chapter 5 - Application Flows A best practice is to place the Background Check Consent block early in the application flow to filter out candidates before they spend time providing data you will not need or exposing selection content (prescreening questions or assessments) to them unnecessarily. Because regulations governing background check consent vary by location, defining local legal disclaimers helps to ensure candidates understand to what they are consenting. esignature Block There is no restriction on where the esignature block can appear. However, it is recommended to include it at the end of the application flow to ensure that the candidate has entered all required information prior to electronically signing the application. If the esignature block is included in an application flow, the former is displayed to candidates each time they apply even if Autofill After Initial Submission Enabled is selected in the application flow properties. Users can view esignature block information if the View the esignature block information permission is selected for their user type in SmartOrg. Path: System Administrator > SmartOrg > User Type List > [select a user type] > Candidates tab > Candidate Information section References Block The References block only accommodates standard fields. No user-defined fields can be inserted. Screening Block For security reasons, candidates must enter their login information (user name and password) before filling out an assessment. The sent to candidates contains an hyperlink that direct them to the login page. Source Tracking Block System administrators have the ability to specify if the Source Tracking block will be hidden from candidates if the source is pre-filled. An example would be when the source code is imbedded into the URL that redirects candidates to the career section from a job board. Path: Application Flows > [select an application flow containing the Job Sourcing Tracking block] > Job Sourcing Tracking block > Edit The following option is available in the properties of the Job Sourcing Tracking block of an application flow: Hide the Source Tracking block if it is pre-filled. When set to Yes, candidates do not see, in the application flow or on the summary page, the Source Tracking block if the source was pre-filled. Use this option if you do not want to provide candidates the opportunity to change the value. When set to No, the Source Tracking block is displayed no matter what. By default, the option is set to No. CONFIDENTIAL INFORMATION Page 5-18

118 Chapter 5 - Application Flows Work Experience Block The information in this section is only relevant in the case of user-defined forms that include the Current Job field (as shown in the following illustration). The Properties section of the Work Experience block contains the Hide the end date in the case of current job field among others. What is the purpose of this property? When candidates enter information about their current job they are typically still employed in the position. The End Date field in the Work Experience block is irrelevant in such cases. If you set the value of the Hide the end date in the case of current job setting to Yes for an application flow, and a WebTop user displays a job-specific application that uses the flow, no end date is displayed for the current work experience. The default value is No to ensure backward compatibility. Contingent workers might know the end date of their current job (even though they are still employed in the position). For this reason, you might choose to configure contingent application flows such that the End Date field is displayed. Work Conditions Block The work conditions block is only available for hourly and campus hiring types. Work Shift Availability Grid (Job Shift Hourly) The work shift availability grid is only activated by default for applications created for hourly and campus requisitions. The information is stored at the profile level, so once the data has been completed on one application, all other applications will display this information. Otherwise, professional and executive applications will not show a shift availability grid. The grid always displays all days and 5 shift periods. Default values are: Early Morning, Midday, Afternoon, Evening, Overnight. It is not possible to remove a day or shift period from the grid. CONFIDENTIAL INFORMATION Page 5-19

119 Chapter 5 - Application Flows The grid labels are standard for recruiters and managers; labels are only configurable for candidates and can be configured differently per application flow. CONFIDENTIAL INFORMATION Page 5-20

120 Chapter 5 - Application Flows Adding Tracking Code to Application Flow Pages The application flow must be inactive. The tracking code must be contained in an image tag. Iframe and Javascript are not supported. Path: Administrator WebTop > Career Section > Application Flows 1. Click on the name of an application flow. 2. Click on the name of a page. 3. Click Edit near Page Properties. 4. Click Source in the Page Header RTF editor. 5. Enter tracking code in an <img /> tag. Use the tokens {ApplicationNumber}, {CandidateNumber}, and {RandomNumber} as URL variables, if necessary. 6. Click Source to view header output. 7. Click Save CONFIDENTIAL INFORMATION Page 5-21

121 User-defined Forms

122 Chapter 6 - User-defined Forms Description of the User-defined Forms Page Taleo provides default forms to be used in career section application flows. You have the ability to modify these default forms or, you can also create user-defined forms from scratch and configure the layout, field labels and help text of these forms. User-defined forms can be created for the following blocks in application flows: Basic Profile Work Conditions Certifications Education Background Check - General Background Check - Address History Background Check - Military Service References esignature Candidate Personal Information Candidate Personal Information - Agency Referrer Personal Information Work Experience It is possible to create multiple user-defined forms for each type of block. For example, three different user-defined forms for references could be created. To access the User-defined Forms page, click User-defined Forms in the Career Sections Setup page. The language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The Refine by list allows you to filter forms according to different criteria (for example, code, name, status, language). The Create link allows you to create user-defined forms. See Creating a User-defined Form on page 6-4. CONFIDENTIAL INFORMATION Page 6-1

123 Chapter 6 - User-defined Forms In the User-defined Forms list, the icon in the first column indicates in which language(s) an element is activated. If an element is unilingual, an abbreviation of the language is displayed. For example, EN for English. If an element is multilingual, the icon is displayed. When mousing over the icon, the languages in which the element is available are indicated. Also, in the User-defined Forms list, the code, name, form type (for example, Basic Profile, Work Conditions, Certifications, etc.) and status of the user-defined form is provided. For more information on statuses, see Status on page 1-8. In the Actions column, the Preview link allows you to preview the user-defined form, the Delete button allows you to delete specific user-defined form and the Duplicate button allows you to copy an existing user-defined form. The Deactivate button allows you to deactivate a user-defined form and the Activate button allows you to activate a user-defined form. When an element is activated, it is available for use. When an element is deactivated, it can no longer be used. See Status on page 1-8. Numbers on the right side indicate the number of user-defined forms displayed on the current page and the total number of user-defined forms in your organization. For example, 1-14 out of 83. If the list spans multiple pages, links to these pages are displayed immediately to the right. CONFIDENTIAL INFORMATION Page 6-2

124 Chapter 6 - User-defined Forms Viewing Information Regarding a User-defined Form To access a user-defined form, click the name of a user-defined form in the User-defined Forms page. The User-defined Form Editor contains the properties (code, name, description) as well as the content of the form. For information on how to create a user-defined form, see Creating a User-defined Form on page 6-4. For information on the elements contained in the User-defined Form Editor, such as the Toolbox, the Field Chooser, see Description of the User-Defined Form Editor Page on page 6-8. The History section provides information such as the date and time of an event, a description and details on an event, as well as the actor (person or system) who performed the event. See History on page 1-7. Viewing the List of Application Flows that Include a Particular User-defined Form You can view the list of all the application flows that include a particular user-defined form. This is especially useful when you make changes to a form: you can quickly see all the application flows that will be affected by the changes. 1. On the User-defined Forms page, locate the name of the form you are interested in in the list and then click the corresponding View Associated Flows in the Actions column. The system displays all the application flows that include the form. CONFIDENTIAL INFORMATION Page 6-3

125 Chapter 6 - User-defined Forms Creating a User-defined Form Path: User-defined Forms System administrators have the ability to create user-defined forms that are included in certain blocks of application flows (see Linking a User-defined Form to an Application Flow Block on page 6-8). In order to configure the forms for a given page on the application flow, it is important to first understand the amount of pixel space available. From there, you must take into consideration elements such as the white space to the left of the first field, the white space to the right of the last field, the pixel size of the field and label, the space between fields, the help panel for the page. For more information, see Application Flow - Form Changes on page In our scenario, we will create a user-defined form for references. To obtain the References form in a career section, we need to create the form below. References form in career section References form created with the User-defined Form feature CONFIDENTIAL INFORMATION Page 6-4

126 Chapter 6 - User-defined Forms 1. In the Career Section Setup page, click User-defined Forms. 2. Click Create. The Form Type Selector page opens. 3. Select the type of form you want to create form. Available types of form are: Basic Profile Work Conditions Certifications Education Background Check - General Background Check - Address History Background Check - Military Service References esignature Candidate Personal Information Candidate Personal Information - Agency Referrer Personal Information Work Experience 4. If you want to create the form by using the default form provided by Taleo, select the Use the default template option. 5. Click Create. The User-defined Form page opens. 6. Select the language in which you wish to create the form. To configure a new language, click Configure. Click Edit next to Available Languages. Select the In Use option for each language you want to activate. Click Save. See Language Configuration on page Provide a code, a name and a description for the form. These fields are mandatory. 8. Create the form. 8a) To add a section, position your cursor in an existing section, then click. A section entitled Default section title is inserted in the form, just below where your cursor was positioned. 8b) To modify the section title, click your mouse on Default section title and make required changes in the Selected Element Properties section. Tooltip Insert a short descriptive text for the field label. CSS Style Enter instructions regarding the Cascading Style Sheets 2.0 specifications. Value Use the HTML Editor options to format the text. CONFIDENTIAL INFORMATION Page 6-5

127 Chapter 6 - User-defined Forms Click your mouse on Default section title to see changes you made. 8c) To add a table, position your cursor in the desired section of the form, then click. A table containing two columns and five rows is inserted in the form. See Toolbox on page d) To modify a table, use the Toolbox options. See Toolbox on page e) To add a row, position your cursor on a row, then click to insert a row above the selected row or to insert a row below the selected row. Tip to enable proper navigation with the tabulator key (setting the correct tab order): To ensure that the cursor will follow the correct tab order (that is, advance from left to right and top to bottom), put each field in a separate cell (rather than putting several fields in the same cell). CONFIDENTIAL INFORMATION Page 6-6

128 Chapter 6 - User-defined Forms 8f) To add a field, select a field under Field Chooser, then drag and drop the field in the desired Page Content section. Fields available depend on the type of fragment (block) selected. 8g) To configure the fields, click a field in the form then use the options available in the Selected Element Properties section. For more information, see Selected Element Properties on page h) To delete an element, use the erase icon available in the Toolbox. 9. Click Save. The new user-defined form appears in the User-defined Forms list and the status is Draft. Always click Activate to activate an element. An Active element can be used. You can also read this section: Description of the User-Defined Form Editor Page on page 6-8. CONFIDENTIAL INFORMATION Page 6-7

129 Chapter 6 - User-defined Forms Linking a User-defined Form to an Application Flow Block Once the user-defined form is created, you can link it to an application flow block. For more information, see Linking a User-defined Form to an Application Flow Block on page Path: Application Flows Description of the User-Defined Form Editor Page Path: User-defined Forms The User-defined Form creation page contains the following options: Language Editor Allows you to select a language. See Language Configuration on page 1-8. Toolbox The Toolbox allows you to perform different actions such as adding rows and columns in the form, merging and splitting cells, deleting elements, etc. Icon Description Inserts a row below the selected row. Position your cursor in a row, then click the icon. The row appears at the bottom of the table. Inserts a row above the selected row. Position your cursor in a row, then click the icon. The row appears just above the row where your cursor was positioned. Deletes the selected row. Position your cursor in a row, then click the icon. The last row of the table is deleted. Inserts a column to the right of the selected column. Position your cursor in a column, then click the icon. A column is inserted to the right of the selected column. Inserts a column to the left of the selected column. Position your cursor in a column, then click the icon. A column is inserted to the left of the selected column. CONFIDENTIAL INFORMATION Page 6-8

130 Chapter 6 - User-defined Forms Icon Description Deletes the selected column. Position your cursor in a column, then click the icon. The column where your cursor is positioned is deleted. Merges the selected cell with the one to its right. Position your cursor in the desired cell, then click the icon. The cell is merged with the one to its right. Splits the selected cell in two columns. Position your cursor in the desired cell, then click the icon. The cell is split in two columns. Merges the selected cell with the one below it. Position your cursor in the desired cell, then click the icon. The cell is merged with the one to below it. Splits the selected cell in two rows. Position your cursor in the desired cell, then click the icon. The cell is split in two rows. Inserts text in the selected cell. Position your cursor in the desired cell, then click the icon. Text field default value appears in the cell. To modify the text, use the options available in the Selected Element Properties section: Tooltip: Insert a short descriptive text for the field label. CSS Style: Enter instructions regarding the Cascading Style Sheets 2.0 specifications. Value: Use the HTML Editor options to format the text. Inserts a table. You can insert a table in a cell an in a section. Inserts a section. To modify a section title, click your mouse on the Default section title and make required changes in the Selected Element Properties section: Tooltip: Insert a short descriptive text for the field label. CSS Style: Enter instructions regarding the Cascading Style Sheets 2.0 specifications. Value: Use the HTML Editor options to format the text. Click your mouse on Default section title to see the changes you made. Deletes the element selected in a cell. CONFIDENTIAL INFORMATION Page 6-9

131 Chapter 6 - User-defined Forms Field Chooser The Field Chooser contains a list of predefined fields and user-defined fields that can be added to the form. A drag-and-drop feature allows you to easily drag the fields in the Page Content. Page Content The Page Content section is where you can add sections in the forms as well as tables. CONFIDENTIAL INFORMATION Page 6-10

132 Chapter 6 - User-defined Forms Selected Element Properties The Selected Element Properties section allows you to configure fields added to the form. Selected Element Properties Binding field Field Type Description Data source to which the element is bound. The value displayed in the Binding field represents the data value (available in the first list of the Field Chooser) to which the element is associated. For example, the Annual Bonus field is bound to the AssignmentOfferForForm/ AnnualBonus. The value in the Binding field is not editable. This field specifies the type of field, which has to be selected from the drop-down list of valid values. Some examples are Read-only Text, Text Area, Rich Text Format, Date Input, Date Drop-down Lists, Check Box, etc. CSS Style Instructions regarding the Cascading Style Sheets 2.0 specifications. It is important to enter valid instructions. For example, to put text in red, bold and with a yellow border, you must enter the following instructions: color: red; font-weight:bold; border:1px solid yellow. This style will override the style defined in the career section theme. If no information is entered, the style defined in the career section theme will be used. CSS Style Label CSS Style Instructions This style will override the style defined in the career section theme. If no information is entered, the style defined in the career section theme will be used. This style will override the style defined in the career section theme. If no information is entered, the style defined in the career section theme will be used. CONFIDENTIAL INFORMATION Page 6-11

133 Chapter 6 - User-defined Forms Selected Element Properties Mandatory Access Status Description Indicates, by selecting the Yes or No option, if the field must be completed. When a field is mandatory, a red square appears in front of the field. Indicates if the field is read-only or editable. When read-only is selected, a user is unable to modify the field. Default value is Editable. Indicates if the field is activated or deactivated (i.e., grayed out or not). The use of this field depends on the value selected in the Access field. Editable access + Activated status = field can be modified Read-only access + Activated status = Read-only access + Deactivated status = Editable access + Deactivated status = field not editable Field Size Indicates the number of elements displayed in a list. Field Size is used for multiple-selection fields. Default value is 1. For example, if the field size is 2, the list will display 2 values. CONFIDENTIAL INFORMATION Page 6-12

134 Chapter 6 - User-defined Forms Selected Element Properties Input Mask Description Format of the input value. The following syntax must be used: 9 = any number a = any letter n = any letter or number = logical or \9 = the 9 character \a = the a character \n = the n character \ = the character Any other symbol = the symbol (including a space) Possible formats for SSN and Zip/Postal codes: SSN: ZIP Code United States: Postal Code Canada: a9a9a9 a9a 9a9 a9a-9a9 Note: Make sure to not add a space before and after the operator. For example, do not enter CONFIDENTIAL INFORMATION Page 6-13

135 Chapter 6 - User-defined Forms Behavior of the Select link in User-defined Forms When creating a user-defined form, certain fields can be accompanied with a Select link giving access to a selector window. These fields are: Employer/Other Employer Job Function/Other Function Institution/Other Institution Program/Other Program Certification/Other Certification Path (Taleo 7.5): Administrator WebTop > Setup > Global Setup > Fields > Candidate Select link Text field The behavior of these fields will vary depending on their configuration. The Institution and Other Institution fields are taken as example. Fields Career Section Behavior Institution Available A text field and the Select link appear in the Other Institution Available career section. Institution Not Available No text field and no Select link appears in the Other Institution Not Available career section. Institution Available A text field and the Select link appear in the Other Institution Not Available career section. However, if the value entered in the text field is not available in the system (custom value), the value will not be accepted and an error message will appear. Institution Not Available A text field appears in the career section. The Other Institution Available Select link is displayed depending on the field type selected in the Selected Element Properties section of the User-defined Form editor: The Select link is displayed if the Suggest field type is selected. The Select link is not displayed if the Text Input field type is selected. If a value available in the system is selected (via the Select link) or typed in, the value is saved in the primary field (that is, Employer, Job Function, Institution, Program and Certification). If the value is not available in the system (custom value), the value is saved in the Other field (that is, Other Employer, Other Function, etc.). If the primary field is not available, the value is saved in the Other field. If the Other field is not available, the candidate will not be allowed to save the custom value. CONFIDENTIAL INFORMATION Page 6-14

136 Chapter 6 - User-defined Forms When creating a user-defined form, if only the Other field is available, the field type proposed under the Selected Element Properties section is Text Input (not Suggest ). In the example below, Institution was made not available and Other Institution was made available. Therefore, the field type is Text Input. Note that custom forms must be edited to have this behavior. If you are still using the Suggest field type, the Select link will be displayed, but the value will correctly be saved in the Other field. CONFIDENTIAL INFORMATION Page 6-15

137 Diversity Forms

138 Chapter 7 - Diversity Forms Description of the Diversity Form List Page Taleo provides standard US and Canadian diversity forms that is, EEO1, EEO2a, EEO2b and EE forms. Clients can configure these standard forms as well as create custom diversity forms. Key Benefits: Clients are provided with a standard method to address regulatory and compliance regardless of their location. Diversity data is collected based on the location of requisitions, allowing for the collection of data for multiple countries from a single career section. Clients are able to adapt instructions and questions to each country. Configurable standard questions are available, allowing for the reporting of individual data points (i.e., gender) across all countries. All information is presented in a standard format with no confusion on location and formatting differences. To access the Diversity Form List page, click Diversity Forms in the Career Sections Setup page. The language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The Refine by list allows you to filter diversity forms according to different criteria (for example, code, name). The Create link allows you to create diversity forms. See Creating a Custom Diversity Form on page 7-6. In the Forms list, the code, name, location, version, and status of the form is provided. For more information on statuses, see Status on page 1-8. In the Actions column, the Delete button allows you to delete specific user-defined forms. Numbers on the right side indicate the number of diversity forms displayed on the current page and the total number of diversity forms in your organization. For example, 1-9 out of 9. If the list spans multiple pages, links to these pages are displayed immediately to the right. CONFIDENTIAL INFORMATION Page 7-1

139 Chapter 7 - Diversity Forms Viewing Information Regarding a Diversity Form To access a diversity form, click the name of a diversity form in the Diversity Form List page. The Form page contains the properties (for example, code, status, version and if answers are mandatory), the locations as well as the questions associated to the form. For information on how to edit the properties, add a location and create questions, see Creating a Custom Diversity Form on page 7-6. The Language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The History section provides information such as the date and time of an event, a description and details on an event, as well as the actor (person or system) who performed the event. See History on page 1-7. CONFIDENTIAL INFORMATION Page 7-2

140 Chapter 7 - Diversity Forms Questions available for the Canadian EE diversity form are: Questions available for the US EEO1 diversity form are: Questions available for the US EEO2a diversity form are: CONFIDENTIAL INFORMATION Page 7-3

141 Chapter 7 - Diversity Forms Questions available for the US EEO2b diversity form are: Disabled Veteran Other Protected Veteran Armed Forces Service Medal Veteran Recently Separated Veteran A veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs. Or, A person who was discharged or released from active duty because of a service-connected disability. Any veteran who served on active duty in the U.S. military, ground, naval or air service during a war or in a campaign or expedition for which a campaign badge has been authorized, under the laws administered by the Department of Defense. Any veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order Any veteran during the three-year period beginning on the date of such veteran s discharge or release from active duty in the U.S. military, ground, naval or air service. CONFIDENTIAL INFORMATION Page 7-4

142 Chapter 7 - Diversity Forms Modifying Taleo Standard Diversity Forms Path: Diversity Forms System administrators are able to modify Taleo standard US and Canadian diversity forms that is, EEO1, EEO2a, EEO2b and EE forms. 1. In the Career Section Setup page, click Diversity Forms. 2. In the Diversity Form List, click a standard Taleo diversity form, that is EEO1, EEO2a, EEO2b and EE forms. 3. Click Edit to modify the form s properties and the locations to which the form is associated. 3a) You can modify the name, the status as well as if answers are mandatory. 3b) You can remove or add locations. To remove a location, click the Remove button. To add a location, click Add, select a location, click Select. 3c) You can modify the description of the form. 4. Click Save. 5. Click Reorder to reorder questions. See Reordering Questions on page 7-8. Modifying Questions 1. In the Form page, click a question. 2. Click Edit to modify the question s properties. 2a) You can modify the question status. 2b) You can modify the wording of the question. 3. Click Save. 4. Click a question then click Reorder to reorder the answers of the question (see Reordering Answers on page 7-9). Modifying Answers 1. In the Question page, click Reorder to reorder the answers of the question (see Reordering Answers on page 7-9). 2. Click Edit to modify the answers of the question. 2a) You can modify the wording of the answers. 3. Click Enable or Disable if you want to make the answer I do not wish to provide this information available or not in the choice of possible answers. Note that by default, the I do not wish to provide this information answer is enabled and thus displayed to candidates. 4. Click Save. CONFIDENTIAL INFORMATION Page 7-5

143 Chapter 7 - Diversity Forms Creating a Custom Diversity Form Path: Diversity Forms System administrators are able to create diversity forms from scratch. 1. In the Career Section Setup page, click Diversity Forms. 2. In the Diversity Form List, click Create. The Form Wizard opens. 3. Specify if you wish to create a form for all locations (Generic) or for a specific location (Specific). 3a) For a generic form, click Generic then click Continue. 3b) For a specific form, click Specific then click Add to open the Location Selector. Select one or several locations, click Select then click Continue. (In the Location Selector, the entire Location tree is available to precisely indicate where the form should apply. A form could be used for a specific state/province or an entire geographic region, depending on how broad or generic the form is tied to the Location structure). 4. Fill out the required information. 4a) Select the language in which you want to create the form. 4b) Specify a code and a name for the form. These fields are mandatory. 4c) Specify if answers to questions are mandatory. 4d) Type a description of the form in the allocated space using HTML Editor options. 5. Click Finish. Creating Questions You now need to add questions to the form. In our example, we will create an Ethnicity question. 1. In the Diversity Form List, click the form you just created. 2. In the Questions section, click Create. 3. Fill out the required information. 3a) Select the language in which you want to create the question. 3b) Enter a code. This field is mandatory. 3c) Select the answer s format. Single Answer Multiple Answers Users are provided with a selection of answers, but only one answer can be selected. Users are provided with a selection of answers and more than one answer can be selected. CONFIDENTIAL INFORMATION Page 7-6

144 Chapter 7 - Diversity Forms 3d) Select the type of question. Possible types are: 3e) Specify if answers will be selected via radio buttons, a dropdown list or check boxes. 3f) Type in your question. 3g) Click Continue. Creating Answers to Questions Ethnicity Race Gender Veteran Disabled veteran Disability Aboriginal Visible minority Military status Religion Family status Sexual Orientation Political orientation Marital status Question Type You now need to provide answers to the question. In our example, we will create answers for the Ethnicity question. 1. In the Question Wizard page, select the language in which you want to create the answer. 2. Provide the possible answers in the space provided under the Answer column. For example, a possible answer could be Hispanic. 3. In the Type column, select a type for the answer. This information is useful for reporting purposes. If you wish to allow candidates to not provide any information regarding the question, select Undisclosed. 4. If you need to enter more answers, click Create. An additional line will appear under the Answer column. CONFIDENTIAL INFORMATION Page 7-7

145 Chapter 7 - Diversity Forms 5. Once all answers have been specified, click Finish. Reordering Questions For diversity questions with a single answer: When a candidate initially views a diversity question, Not Specified is displayed in the selector. This response remains displayed until the candidate selects another response. Once the candidate has made a selection, the Not Specified value is no longer available for selection. The system does not consider the answer as a valid answer and the recruiter can modify the candidate s response. If a candidate does not respond to the diversity questions and the diversity block is set to allow voluntary responses, recruiters with proper permissions can provide responses. If you wish to reorder questions in the form: 1. In the Form page, click Reorder next to Questions. The Reorder Questions page opens. 2. Reorder questions as desired, using the up and down arrows. 3. Click Save. CONFIDENTIAL INFORMATION Page 7-8

146 Chapter 7 - Diversity Forms Reordering Answers If you wish to reorder answers relating to a question: 1. In the Question page, click Reorder next to Answers. The Reorder Answers page opens. 2. Reorder answers as desired, using the up and down arrows. 3. Click Save. Once all questions have been added to the form and the form is ready, you need to activate the form. Always click Activate to activate an element. An Active element can be used. CONFIDENTIAL INFORMATION Page 7-9

147 Chapter 7 - Diversity Forms Description of the Diversity Question Type Page Path: Question Types System administrators have access to standard diversity question types provided by Taleo but they also have the ability to create new question types that are available to users who create or edit diversity forms. If you want to create question types, it is recommended to first use the question type templates provided (that is, QUESTION_TYPE_15 to QUESTION_TYPE_25) and to personalize them to fit your needs. Once these templates all are used, you can create more question types by using the Create button. To access the Diversity Question Type page, click Question Types in the Career Sections Setup page. The language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The Refine by list allows you to filter question types according to different criteria (for example, code, name). In the Question Types list, the code, name and status of the question type is provided. For more information on statuses, see Status on page 1-8. In the Actions column, the Delete button allows you to delete specific question types. Numbers on the right side indicate the number of question types displayed on the current page and the total number of question types in your organization. For example, 1-9 out of 9. If the list spans multiple pages, links to these pages are displayed immediately to the right. CONFIDENTIAL INFORMATION Page 7-10

148 Chapter 7 - Diversity Forms Modifying a Question Type Path: Question Types 1. In the Diversity Question Type page, click a question type. 2. Click Edit. 3. Modify the name of the question type. 4. Click Save. Creating a Possible Answer Type 1. In the Question Type page you just created, click Create. 2. Select the language in which you want to create the answer. 3. Enter a code. 4. Enter a name. 5. Click Save. Always click Activate to activate an element. An Active element can be used. Modifying an Answer Type Path: Question Types 1. In the Diversity Question Type page, click a question type. 2. Click a possible answer type. 3. Click Edit. 4. Modify the name of the answer type. 5. Click Save. CONFIDENTIAL INFORMATION Page 7-11

149 Chapter 7 - Diversity Forms Diversity Form Edition Rules When a diversity form is draft, it is possible to create, define and delete questions. Before activating a diversity form, questions must be set correctly. The form, questions and answers must be translated in all supported languages. When a diversity form is active, modifications are limited. A diversity form that has been activated cannot be deleted. Only draft diversity forms can be deleted. For a given location, only one diversity form version can be activated. For a given diversity form, the number of questions is unlimited as long as they are all of different question type. This mean that only one question can be set for a given question type within a diversity form. The diversity form code must be unique among all diversity forms. Diversity Form Question Rules An active question cannot be deleted. Only draft questions can be deleted. A diversity question must have a question type assigned. A question and its answers must be translated in all supported languages before being activated. A question for which the Answers mandatory option was activated must have a possible answer of type I prefer not to answer within its possible choices of answer. The question code must be unique among all questions of the form. A question s possible answers must be associated to a possible answer type. A given possible answer type can only be used once within a question. If your organization needs more answer types, it is possible to increase the number of types by contacting Taleo Technical Support. Diversity Statement Path: Statements A diversity statement accompanies the diversity form. This statement appears to candidates just prior to entering diversity data. The statement is managed in the Statements section of the Career Section Administration module and works according to the exact same logic used to derive content for privacy agreements (a different type of statement). For more information, see Statements on page 8-0. CONFIDENTIAL INFORMATION Page 7-12

150 Chapter 7 - Diversity Forms Example of a Diversity Block in a Career Section The Diversity block contains a diversity statement and diversity questions. Country-specific Diversity statement Questions CONFIDENTIAL INFORMATION Page 7-13

151 Statements

152 Chapter 8 - Statements Description of the Statements Page Using the Career Section Administration module, you have the ability to create statements for the following features: privacy agreement esignature background check consent diversity (EEO/EE) Statements can be associated to locations, organizations and career section types (i.e., internal, external, agency portal). They can contain up to 16,000 characters and they support formatting (i.e., paragraph breaks, underlines, bolds, italics, and hyperlinks). Also, translations must be entered for each activated language. To access the Statements page, click Statements in the Career Sections Setup page. The language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The Refine by list allows you to filter statements according to different criteria (for example, name, description, type, etc.). The Create link allows you to create statements. See Creating a Statement on page 8-4. In the Statements list, the icon in the first column indicates in which language(s) an element is activated. If an element is unilingual, an abbreviation of the language is displayed. For example, EN for English. If an element is multilingual, the icon is displayed. When mousing over the icon, the languages in which the element is available are indicated. Also, in the Statements list, the code, name, type (privacy agreement, esignature, background check consent, diversity), type and status of the statement is provided. For more information on statuses, see Status on page 1-8. CONFIDENTIAL INFORMATION Page 8-1

153 Chapter 8 - Statements In the Actions column, the Delete button allows you to delete specific statements and the Duplicate button allows you to create a copy of a specific statement. Numbers on the right side indicate the number of statements displayed on the current page and the total number of statements in your organization. For example, 1-9 out of 9. If the list spans multiple pages, links to these pages are displayed immediately to the right. CONFIDENTIAL INFORMATION Page 8-2

154 Chapter 8 - Statements Viewing Information Regarding a Statement To access a statement, click the name of a statement in the Statements page. The Statement page contains properties (for example, code, name) and paragraphs and can be associated to locations, organizations and career section types. For more information, see Creating a Statement on page 8-4. The Language section allows you to view an element in a specific language and to create an element in a new language. See Language Configuration on page 1-8. The History section provides information such as the date and time of an event, a description and details on an event, as well as the actor (person or system) who performed the event. See History on page 1-7. CONFIDENTIAL INFORMATION Page 8-3

155 Chapter 8 - Statements Creating a Statement Path: Statements 1. In the Career Section Setup page, click Statements. The Statements page opens. 2. Click Create. The Statement Type Selector page opens. 3. Select the type of statement you wish to create (i.e., privacy agreement, esignature, background check consent, diversity) then click Save. 4. In the New Statement page, provide a code and a name. The Name field is mandatory. 5. Click Save. Adding or Creating Paragraphs Paragraphs must now be added to the statement. You have the possibility to add existing paragraphs or create new ones. To add an existing paragraph: 1. Click Add located beside Paragraphs. The Paragraph Selector page opens. 2. Select a paragraph then click Select. The new paragraph appears in the Paragraphs list. CONFIDENTIAL INFORMATION Page 8-4

156 Chapter 8 - Statements 3. If you wish to add several paragraphs, repeat the above steps. To create a new paragraph: 1. Click Create located beside Paragraphs. The New Paragraph page opens. 2. Enter a code and a name for the paragraph. The Name field is mandatory. 3. Type the paragraph content in the Text field using HTML Editor options. The text can contain up to 16,000 characters. 4. Click Save. The new paragraph appears in the Paragraphs list. 5. If you wish to create several paragraphs, repeat the above steps. CONFIDENTIAL INFORMATION Page 8-5

157 Chapter 8 - Statements Reordering Paragraphs If you wish to reorder the paragraphs you added: 1. In the Statement page, click Reorder. The Reorder Paragraphs page opens. 2. Reorder paragraphs as desired, using the up and down arrows. 3. Click Save. Associating the Statement to Locations, Organizations, Career Section Types Once the statement is created, it can be associated to any combination of Location, Organization and Career Section Type (internal, external or agency portal). To associate the statement to locations: 1. In the Statement page, click Add next to Locations. The Location Selector page opens. 2. Select a location then click Select. To associate the statement to organizations: 1. In the Statement page, click Add next to Organizations. The Organization Selector page opens. 2. Select an organization then click Select. To associate the statement to career section types (referrer, agent, internal or external): 1. In the Statement page, click Add next to Career Section Types. The Career Section Type Selector page opens. 2. Select a career section type then click Select. Once all paragraphs have been added to the statement, the statement is translated and contextualized, you need to activate the statement. Always click Activate to activate an element. An Active element can be used. Adding a Statement to a Career Section 1. On the Career Section Setup page, click Career Sections. 2. Click the name of the career section to which you want to add the statement. 3. Click Edit next to Properties. 4. In the Authentication Privacy Agreement section, configure the following options: Name: Select the privacy statement that will be displayed when a candidate visits the career section for the first time. If no privacy statement is selected, then no statement is displayed. The statement is not tracked in the Tracking tab. When migrating to version 7.5, if your organization has an existing privacy statement, this statement will be migrated. CONFIDENTIAL INFORMATION Page 8-6

158 Chapter 8 - Statements Display dynamically a privacy agreement at the beginning of the job submission flow: Yes No (default value) When set to Yes, a contextualized privacy statement is displayed when a candidate applies for a specific job. If you select Yes: the contextualized privacy statement is displayed if one exists for the requisition's organization, location and career section user type. The statement is tracked in the Tracking tab. Note: The contextualized privacy statement will only appear to the candidates; the agent or referrer will not see the contextualized privacy statement. if no contextualized privacy statement exists for the context, the global privacy statement is displayed. The statement is not tracked in the Tracking tab. if no global privacy statement is defined and no contextualized privacy statement exists for the context, the candidate will go past the agreement page without ever seeing it. If you select No: the global privacy statement is displayed (the one selected under Name). if no global privacy statement is defined, the candidate will go past the agreement page without ever seeing it. Display the privacy agreement before: Specify where the privacy statement will appear in the career section. Possible options are before the Login page or the Registration page. This setting only applies to the primary agreement and is maintained for backwards compatibility when migrating to version Click Save. For more information on creating a career section, see Creating a Career Section on page 4-4. CONFIDENTIAL INFORMATION Page 8-7

159 Chapter 8 - Statements Example of a Statement in a Career Section The following illustration contains a statement for the Diversity block. Country-specific Statement CONFIDENTIAL INFORMATION Page 8-8

160 Chapter 8 - Statements Information Regarding Privacy Statements System administrators have the ability to create global privacy statements that are tied to career sections as well as contextualized privacy statements that are tied to the location, organization as well as the career section type (i.e., internal, external) onto which the candidate is applying. Both types of privacy statement can appear in a career section, but none of the privacy statements are mandatory. When a candidate visits a career section for the first time, the primary privacy statement is displayed if one exists. Then, each time a candidate applies for a job, he/she is presented with a contextualized privacy statement. If the job is posted in multiple contexts, the privacy statement includes content for each context. For example, if a candidate was applying for a job that was available in the United States and Australia, and each of these locations had a separate privacy agreement, the text displayed to candidates would include both privacy agreements. The system displays the agreement that corresponds to the lowest level in the location and/or organization tree. For example, if there is no agreement at level 4, the system looks for one at level 3, and so on, up to level 1. If no agreement is associated with the organizations or locations at any of these levels, the system displays the global agreement. Global Privacy Statement When migrating to version 7.5, clients existing privacy statement will be migrated and will continue to be tied to their career sections for backward compatibility (i.e., their existing privacy statement will become their global privacy statement). The global privacy statement is not tracked in the candidate file Tracking tab. Contextualized Application Flow Clients have the ability to activate, per application flow, contextualized privacy statements. To do so, they create additional privacy statements and contextualize them. The contextualized privacy statement feature is disabled by default. It must be activated and used for tracking to occur (i.e., accept/decline, document reference number). Note that the existing privacy statement can also be contextualized. When contextualized privacy statements are activated: They only apply to job specific submissions. They always appear just before the application flow start. They are only displayed to the actual candidate, not the referrer or the agent. If a requisition is associated to multiple locations, the collection of all privacy statements is displayed (for example, if a job is available in the United States and in Canada and a privacy statement exists for each country, both privacy statements will be displayed). The lowest level in the Location tree determines the display of the privacy statement. For example, if nothing is specified at level 4 for the location (City), then level 3 (State/Province) is considered. If nothing is specified at level 3, then level 2 (Country) is considered. If nothing is specified at level 2, then level 1 (World Region) is consider. If nothing is specified at level 1, then the primary privacy statement is displayed. Candidates only agree once to a specific privacy statement. CONFIDENTIAL INFORMATION Page 8-9

161 Chapter 8 - Statements Both types of privacy statement (global and contextualized) can appear in a career section, but none of the privacy statements are mandatory. Your organization may choose to continue using the global privacy statement. However, it can disable it by choosing not to specify a global privacy statement. Your organization may choose to activate only the contextualized privacy statement. For information on how to create a privacy statement, see Creating a Statement on page 8-4. For information on how to contextualize a privacy statement, see Associating the Statement to Locations, Organizations, Career Section Types on page 8-6. CONFIDENTIAL INFORMATION Page 8-10

162 Global Configuration

163 Chapter 9 - Global Configuration Description of the Global Configuration Section Path: Global Configuration The Global Configuration section contains the following settings: Career Section Settings: This section contains global career section settings. Career Section URLs: This section allows you to configure URLs that will bring candidates to specific pages of a career section. Personalized Job List: This section allows you to set the criteria that determine when a match is to be made between a job and a candidate. Requisition Statuses: This section allows you to configure how requisition status information is displayed to candidates. Job Submission Statuses: This section allows you to display the status of job submissions in a career section My Submissions and My Referrals page. Default job submission statuses are available to all organizations (that is Draft, Complete, Withdraw). However, for an additional fee, it is possible to create and customize labels of job submission statuses. Matched Candidate Display: This section allows you to specify if jobs manually matched to candidates in the Staffing WebTop and Manager WebTop will be displayed in My Submissions page. Agent Confirmation Requests: This section allows you to configure the confirmation step done when hiring a contingent worker. When deciding to go ahead with a specific contingent worker, the system can be configured to send a request to the agent to confirm the candidate s availability. CONFIDENTIAL INFORMATION Page 9-1

164 Chapter 9 - Global Configuration Career Section Settings Path: Global Configuration > Career Section Settings The Career Section Settings page contains global company career section settings. In the Career Section Settings page, settings are organized in different features such as Organization Addresses, Global Career Section Settings, Background Check, Languages, Data Integrity, Antivirus. To view the settings of a specific feature, simply click the feature s name. The Career Section Settings page of a specific feature provides an overview of the feature s properties as well as an history on changes that were made (see History on page 1-7). Each feature s property has a name, a value, a description, the version when it was released as well as a security level. There are three security levels. Public: The setting can be viewed and changed by your organization in the product administration module. Protected: The setting can be viewed by your organization, but changes can only be done by Taleo in the product administration module. Private: The setting cannot be viewed by your organization. It can only be changed by Taleo in the product administration module. The user role defines what settings can be viewed and modified. The following table summarizes the permissions according to user roles. Customer Roles Permissions for the Career Section Settings 7.5 Type Name Private Protected Public System Administrator Functional System Functional System Functional X V V C C HR Administrator X V V V V User Manager X V V C C Taleo Support I C C C C C X: Cannot view nor change settings C: Can view and change settings V: Can view settings Support II V C C C C Support III V V V V V CONFIDENTIAL INFORMATION Page 9-2

165 Chapter 9 - Global Configuration For example, system administrators can only view a particular set of global settings if the security level of the group is Protected. On the other hand, they can view and edit a particular set of global settings if the security level of the group is Public. For a complete list of global company career section settings, their security level and the database code, see the document entitled Career Section Administration Settings 7.5. Taleo Enterprise 7.0 users will notice that navigation paths have changed considerably from 7.0 to 7.5. Taleo has created a navigation path correspondence document that provides many of the original paths in 7.0 and their corresponding path in 7.5. If you do not already have the document entitled Career Section Administration Settings, 7.0 vs. 7.5, contact Taleo Technical Support. Organization Addresses Setting Organization Web Address Details Web site host name of the organization. Home page of the organization, not the Career Section home page. Public. CONFIDENTIAL INFORMATION Page 9-3

166 Chapter 9 - Global Configuration Global Career Section Settings Setting Advanced Logic Draft Submission Activation Details When set to Yes, candidates can complete a draft job submission when the job is no longer available on the Career Section where it was originally posted, but is still posted on another Career Section. When a candidate is completing a draft job submission on a career section where the job was not originally posted, the candidate must complete all the information required by the application flow of that career section. Candidates are redirected to the next available career section based on the order defined by the organization s system administrator. External candidates can complete a draft job submission if an external career section is available. Internal candidates can complete a draft job submission as long as the requisition remains open on either an internal or and external career section. If you activate this setting, the system will default to the next available career section based on the career sections sequence. It is therefore important to review the sequence order of your career sections (Path: Career Sections [click Reorder next to Career Sections]). If you are using multiple application flows for your career sections, it is recommended to group similar application flows together. Candidates will therefore be redirected to a career section that has the same or a similar application flow as the career section where the job was originally posted. Attachments Format Filter Attached File Maximum Number Per User Attached File Maximum Size Public. List of extensions allowed for the attachment of files. Public. This setting is used to determine the maximum number of files (in bytes) candidates can attach to their file via the Career Section. Protected. This setting is used to determine the maximum size (in bytes) of a single candidate's attachment. Protected. CONFIDENTIAL INFORMATION Page 9-4

167 Chapter 9 - Global Configuration Global Career Section Settings Setting Beacon Interval Candidate maximum attachment updates Career Section Services Password Career Section URL Redirection Default Time Zone Disable access for candidates not using cookies Details Time out period setup of the Career Section. The ping frequency of the beacon in milliseconds. Protected. Maximum number of possible candidate attachment updates per period. The value can be set to a maximum of Protected. This setting defines the password used in a special URL that returns the job list or the job description without using any sessions. Public. Indicates if Career Section links must be redirected to the alternate job list URL when they are generated for an or for a job board. (Variable {CAREER_SECTION_URL}) Public. Indicates the default time zone for the WebTop. Public. Blocks candidates without cookie support. Public. CONFIDENTIAL INFORMATION Page 9-5

168 Chapter 9 - Global Configuration Global Career Section Settings Setting Display Internal Sources on Internal Career Sections Disqualified Candidates Lock Out Period Employee Referral Program URL Details If the setting is set to Yes, when internal candidates apply for a job posted on an internal career section and the corresponding application flow includes a Source block, they can select a source type and any one of the internal (or external) sources related to the source type. The setting is only available to clients who have asked Taleo to activate the private setting that governs whether the Display Internal Source on Internal Career Sections setting is displayed on the Career Section Settings page. The private setting is set to No by default. Sources designated as Public in the Administrator WebTop are displayed to Staffing WebTop users (Taleo 7.5), Manager WebTop users (Taleo 7.5), and to candidates who apply for jobs on external or internal career sections. If the Display Internal Sources on Internal Career Sections setting is set to No (the default value), the names of sources designated Private in the Adminstrator WebTop (Taleo 7.5 are only displayed to WebTop users (Taleo 7.5). If the setting is set to Yes, the names of sources designated Private in the Adminstrator WebTop (Taleo 7.5) are displayed to WebTop users (Taleo 7.5), and to internal candidates who apply for jobs on internal career sections. This feature is available in Taleo 7.5 SP13 and later. Disqualification lock out period preventing candidates from returning to their application or profile depending on where the disqualification occurred. Public. URL for the Employee Referral Program within the organization's Web site. Value used in the token {COMPANY_STATIC_PAGE} only for the Referral Acknowledgment letter sent to the candidate. Public. CONFIDENTIAL INFORMATION Page 9-6

169 Chapter 9 - Global Configuration Global Career Section Settings Setting Enable Resume Parsing Entry File for Career Section Links Full Organization Name Invitation To Self-identify Active Legal Statement Decline URL Maximum attempts to attach file period Message Delete Permission Number of Unreceived Pings Before Time Out Request More Info Active Sender Address Details Activates the resume parsing functionality throughout the system. Note: This setting is only visible to the client if Resume Parsing has been activated in the zone, based on a Statement of Work. Protected. Clients must use the following address with the resume parsing via feature: zonename@resumeparsing.taleo.net where zonename represents the name of the client s zone. Contains the complete path of the HTML file that contains the organization frames and the Taleo frame. Public. Used to specify the organization name that must be used in the Job Application Information and Correspondence Manager parts of the application. Public. Activated Flow for Invitation To Self-identify. Public. URL used to redirect a candidate who declines a legal statement placed before the login page when this candidate needs to log in before seeing the job list. Public. Period during which the maximum number of candidate attachment attempts apply. Protected. This setting displays or not the Delete link for each message in all candidate portals. Public. Time out period setup of the Career Section. Number of missing pings before the session is terminated. Protected. Activated Flow for Request More Information. Public. Default address used in the system-generated s sent to the WebTop and the Career section users. Public. CONFIDENTIAL INFORMATION Page 9-7

170 Chapter 9 - Global Configuration Global Career Section Settings Setting Sender Address Alias Session Maximum Inactive Interval Session Time Out Reminder Interval Details Name assigned to the sender. Aliases are multilingual, but if no value is provided in a given language, the English value is used by default. This alias is intended for address to users and candidates (but not for e-share s). Public. Time out period setup of the Career Section. Maximum inactive interval, in milliseconds, for a user before his session is terminated. Protected. Time out period setup of the Career Section. Time in milliseconds before session timeout reminder is displayed. Protected. CONFIDENTIAL INFORMATION Page 9-8

171 Chapter 9 - Global Configuration Global Career Section Settings Setting Short Organization Name Details Used to specify the organization name that must be used in different parts of the application. Public. The value is pulled when the {Company_Name} variable is used in correspondence. The value is the name of your organization as stored in the ShortCompanyName field of the organization's settings table (the name you provided to the Configuration Management group). {Company_Name}=ShortCompanyName {Full_Company_Name}=FullCompanyName Show Explicit Login Error Messages In addition to correspondence, ShortCompanyName is also used in: Career section blocks (Thank You, Congratulations). Blocks in Manager WebTop (AdministrationCustom, AdministrationCustomPreview, ExternalCustomBlock, ExternalCustomBlockPreview, InternalCustomBlock, InternalCustomBlockPreview, LogisticsCustomBlock, LogisticCustomBlockPreview). Staffing WebTop (Candidate Search, Capture Resume and Media Tracking and on the Requisition Wizard tabs: Administration, External Description, Internal Description, Logistics. Skills Selector. Posting error s and s sent to the electronic recruiting technicians. s sent to candidates by Integration. Ace Alert s. Recruiting Summary s. Specifies if the error messages returned by the system identify whether the user ID or password was incorrect. Public. CONFIDENTIAL INFORMATION Page 9-9

172 Chapter 9 - Global Configuration Global Career Section Settings Setting Technical Help Information Type Details The default help text, help link or help address must be specified in TexTool resource ID If your organization already provides technical help in another form on career sections, you can select None to disable the Technical Help Information feature by default across all your career sections. If you select Text or Link and the Technical Help Type value is set to Default on a career section s Properties page, the help text, help link or help address displayed to candidates will be the one you specified in TexTool resource ID If you selected None and the Technical Help Type value is set to Default on a career section s Properties page, no help information will be displayed. In Taleo 7.5, this feature is available in SP14 and later. User Name Migration Enabled See also: Changing the Technical Help Information Type and Content for a Specific Career Section on page 4-37 This setting offers the possibility to existing candidates to provide a user name that will replace their address as a way to log into the application after a migration. Public. Background Check Setting Enable Background Check Consent Disqualification Details When activated for Background Check Consent, this setting enables candidate disqualification functions. Public. Languages Setting Company Content Languages Details List of content languages available in the application, presented according to the company's preferences. Private. CONFIDENTIAL INFORMATION Page 9-10

173 Chapter 9 - Global Configuration Languages Setting Company Content Locales Details The locales used to manage content in the application that are not covered by the setting Company Content Languages. This setting is normally used for user-defined text and labels that can be retrieved in TexTool, but that can be customized or overridden in the Career Section administration section. Public. Data Integrity Setting Uniqueness Details Activate candidate/referrer address uniqueness verification in WebTop products. Public. Antivirus Setting Antivirus enabled Details This setting is used to enable the antivirus function when the candidate or the recruiter attaches a file. Public. CONFIDENTIAL INFORMATION Page 9-11

174 Chapter 9 - Global Configuration Career Section URLs Path: Global Configuration > Career Section URLs You can create career section URLs that you can later add to different areas of the career section or to correspondence. How might you use such a URL? For example, rather than have candidates start from the job search page, you might want them to go to the portal and log in to the My Submissions page. You could create a specific career section URL for this purpose. The Refine by list allows you to filter URLs by code. The Create link allows you to create URLs. See Creating a Career Section URL on page In the Career Section URLs list, the code, default language, career section, default career section page, URL and status is provided. For more information on statuses, see Status on page 1-8. In the Actions column, the Delete button allows you to delete specific URLs and the Preview button allows you to view the page where the career section will open. Numbers on the right side indicate the number of career section URLs displayed on the current page and the total number in your organization. For example, 1-9 out of 9. If the list spans multiple pages, links to these pages are displayed immediately to the right. Creating a Career Section URL Path: Global Configuration > Career Section URLs 1. In the Career Section Setup page, click Career Section URLs. The Career Section URLs page opens. 2. Click Create. The New Career Section URL page opens. 3. Enter a code. 4. Select a default language. 5. Select a career section. CONFIDENTIAL INFORMATION Page 9-12

175 Chapter 9 - Global Configuration 6. Select the default page that will be displayed when accessing the career section. Possible values are: Basic Search Advanced Search Job List Job Description My Submissions My Job Cart Personalized Job List Job-specific Application Candidate Profile Job-specific Referral Candidate Profile - Referral 7. Specify the URL parameters of the page where candidates will land. 8. Click Save. In the Career Section URLs page, if you click the Preview button, the page where the career section will open is displayed. All changes made in the preview page are also done in the actual career section. For example, if a system administrator enters a general profile, this information will appear in the Staffing WebTop. CONFIDENTIAL INFORMATION Page 9-13

176 Chapter 9 - Global Configuration Personalized Job List - Matching Criteria Path: Global Configuration > Personalized Job List The Personalized Job List - Matching Criteria feature enables you to set the criteria that determine when a match is to be made between a job and a candidate. Only jobs that meet all the criteria you specify will be displayed in the career section Jobs Matching My Profile page. These criteria are used in all personalized job lists used in your organization. To efficiently match requisitions to qualified candidates, you can select matching criteria that will improve the quality of your results. Matching is done by comparing answers provided by candidates to criteria specified in the requisition by the recruiter or the hiring manager. CONFIDENTIAL INFORMATION Page 9-14

177 Chapter 9 - Global Configuration Because the matching criteria are global settings, they apply to all career sections in your organization. For certain criteria, you can determine if the selection is Required, Desired or Not Required. Required If the criterion is set to Required, it is mandatory. The candidate must meet this specific criterion to be considered. Candidates who meet all the Required criteria are automatically matched to the selected requisition and appear in the Matching Candidate List in the Staffing WebTop. CONFIDENTIAL INFORMATION Page 9-15

178 Chapter 9 - Global Configuration Desired Not Required If the criterion is set to Desired, the criterion is not mandatory and is considered as an asset. If a candidate does not match a Desired criterion, he/she is not rejected. Candidates who meet all the Required criteria and who also meet some Desired criteria appear at the top of the Matching Candidate List in the Staffing WebTop. Desired criteria are considered as a plus. If the criterion is set to Not Required, the criterion is not considered. The Basic Profile criteria are considered as wildcards. If these criteria are not selected as Required in the requisition, or if a candidate does not enter answers for these criteria, the answers will still be considered. Skills and Questions criteria are considered as wildcards. If these criteria are not selected as Required in the requisition, or if a candidate does not enter answers for these criteria, the answers will still be considered. The candidate will be matched if he/she matches all the other required criteria. Editing Matching Criteria Path: Global Configuration > Personalized Job List 1. On the Career Section Setup page, click Personalized Job List. The system displays the Matching Criteria Personalized Job Lists page, which is composed of the following sections: Structure, Skills, Questions, Basic Profile. 2. Click Edit. 3. Make the required changes. 4. Click Save. CONFIDENTIAL INFORMATION Page 9-16

179 Chapter 9 - Global Configuration Requisition Statuses Path: Global Configuration > Requisition Statuses The Requisition Status Configuration feature allows you to configure how job status information is displayed to candidates. The following options are available: Active/Inactive: This is related to whether the job is posted or not. Default labels are: Active (Default label: Accepting Job Submissions) Inactive (Default label: No Longer Accepting Job Submissions) Requisition Status: This is related to the status of the requisition. Default labels are: Open (Default label: Accepting Job Submissions) Filled (Default label: Filled) Cancelled (Default label: Closed) On Hold (Default label: On Hold) The option selected is activated for My Submissions and My Referrals in all career sections and staffing types. Default labels are configurable by staffing type and user type. See Modifying Labels on page Selecting the Requisition Status Display Type Path: Global Configuration > Requisition Statuses 1. In the Career Section Setup page, click Requisition Statuses. The Requisition Status Configuration page opens. 2. Click Edit next to Requisition Status Display. 3. In the Display Type selector, select Active/Inactive OR Requisition Status. 4. Click Save. CONFIDENTIAL INFORMATION Page 9-17

180 Chapter 9 - Global Configuration Modifying Labels Path: Global Configuration > Requisition Statuses 1. In the Requisition Status Configuration page, under Requisition Status, click the status label you wish to modify. The Requisition Status List page opens. 2. Click the name of a status. 3. Click Create next to User-defined Requisition Statuses. 4. Enter a code and a name for the new status. For the Name field, the maximum number of characters is 75. The information entered in the Name field will appear to candidates. 5. Click Save. Associating a Status to Requisition Types and User Types Path: Global Configuration > Requisition Statuses Once the status is created, you can associate it to a particular requisition type and user type. 1. In the Requisition Status page, click Create next to Statuses Usage. 2. In the Requisition Type list, select a requisition type: All, Campus, Executives, Hourly, Professional. 3. In the User Type list, select a user type: All, Agent, External Candidate, Internal Candidate, Referrer. 4. Click Save. CONFIDENTIAL INFORMATION Page 9-18

181 Chapter 9 - Global Configuration Job Submission Statuses Path: Global Configuration > Job Submission Statuses The Job Submission Statuses feature is part of the Candidate Communication Agent module. For information on purchasing the Candidate Communication Agent module, communicate with Taleo Customer Support. The Job Submission Statuses feature allows you to display the status of job submissions in a career section My Submissions and My Referrals page. It therefore allows candidates to always be informed of where they are in the process (they can view the status associated to their job applications). Default job submission statuses are available to all organizations (that is Draft, Complete, Withdraw). However, for an additional fee, it is possible to create and customize labels of job submission statuses. If your organization has purchased the Candidate Communication Agent module, Taleo support will activate the following setting: Enable Customization of Job Submission Statuses Path: Global Configuration > Career Section Settings > Global Career Section Settings You must also activate the Candidate Communication Agent settings in the career section properties. Path: Career Sections [select a career section] > Properties [click Edit] > Candidate Communication Agent To access the Job Submission Status Configuration page, click Job Submission Statuses in the Career Sections Setup page. The Edit link allows you to select the display type that is Custom Configuration or Default Configuration. See Selecting the Job Submission Status Display on page CONFIDENTIAL INFORMATION Page 9-19

182 Chapter 9 - Global Configuration The Refine by list (which is displayed when the Custom Configuration is selected) allows you to filter statuses by step code, step name, or by status. In the Workflow Statuses Usage list (which is displayed when the Custom Configuration is selected), the steps and statuses are displayed. Clicking on the name of a status allows you to edit and create job submission statuses. See Configuring Workflow Statuses Usage on page The names of the steps in the Workflow Statuses Usage list are the names of the steps of the selected Candidate Selection Workflow (Path: Administrator WebTop > Setup > Global Setup > Process > Candidate Selection > Workflows [select a workflow] > Steps Usage tab). The History section provides information such as the date and time of an event, a description and details on an event, as well as the actor (person or system) who performed the event. See History on page 1-7. Numbers on the right side indicate the range of workflow usages displayed on the current page and the total number of workflow usages in your organization. For example, 1-9 out of 9. If the list of flows spans multiple pages, links to these pages are displayed immediately to the right. CONFIDENTIAL INFORMATION Page 9-20

183 Chapter 9 - Global Configuration Selecting the Job Submission Status Display Path: Global Configuration > Job Submission Statuses System administrators have the ability to select Taleo s default configuration for job submission statuses or create a custom configuration. 1. On the Career Section Setup page, click Job Submission Statuses. The Job Submission Status Configuration page opens. 2. Click Edit next to Job Submission Status Display. The Job Submission Status Display Type Selector page opens. 3. In the Display Type, select between Custom Configuration or Default Configuration. Default Configuration Custom Configuration If you decide not to configure job submission status information and to use the default configuration, statuses are displayed as follows: If a candidate has not completed his/her job application, Draft is displayed. If a candidate has completed his/her job application, Complete is displayed. If a candidate withdraws his/her job application, Withdrawn is displayed. The default configuration is available to all organizations. If your organization purchased this option, it enables you to create or customize labels of job submission statuses that appears in a career section My Submissions and My Referrals pages. See Configuring Workflow Statuses Usage on page Click Save. Configuring Workflow Statuses Usage If you selected Custom Configuration, the system displays the Workflow Statuses Usage list. This list displays the steps/statuses that are displayed to candidates in a career section My Submissions and My Referrals pages. 1. In the Job Submission Status Configuration page, click a step/status combination. For example, select the 1st Interview - Contacted step. 2. Click Create next to User-defined Job Submission Statuses. 3. Type a code and a name. 4. In the Description field, provide additional information on the meaning of the status. This field can contain a maximum of 16, 000 characters and supports full RTF editing and the ability to embed hyperlinks to other websites or documents housed on other servers not hosted by Taleo. 5. Click Save. Once the status is created, you can associate it to a particular requisition type and user type. 1. In the User-defined Job Submission Status page, click Create next to Statuses Usage. The system displays the Job Submission Status Usage Configuration page. CONFIDENTIAL INFORMATION Page 9-21

184 Chapter 9 - Global Configuration 2. In the Requisition Type list, select a requisition type: All, Campus, Executives, Hourly, Professional. 3. In the User Type list, select a user type: All, Agent, External Candidate, Internal Candidate, Referrer 4. Click Save. In the following example, candidates, regardless of their user type, if they reached the 1 st Interview step/contacted status for a particular job that they had been matched to manually, that job would be displayed on their My Submissions or My Referrals page. In the Staffing WebTop and Manager WebTop, recruiters and managers can view the candidate status in the candidate file. This allows recruiters to know what the candidate is being told about the position via the career section. This field only appears if your organization has purchased the configuration option of the Job Submission Statuses feature. CONFIDENTIAL INFORMATION Page 9-22

185 Chapter 9 - Global Configuration Matched Candidate Display Path: (Global Configuration) Matched Candidate Display The Matched Candidate Display feature allows you to specify if jobs manually matched to candidates in the Staffing WebTop and Manager WebTop will be displayed in the career section My Submissions page. Setting a Display Type for a User Type Path: (Global Configuration) Matched Candidate Display 1. In the Career Section Setup page, click Matched Candidate Display. 2. In the Matched Candidate Display page, select a user type. Possible values are: Agent External Candidate Internal Candidate Referrer 3. In the Matched Candidate Display page of the user type you selected, click Edit next to Properties. 4. Select a display type. Possible options are: Never Always Yes, when candidates reaches one of the selected step Matched jobs will never be displayed in the career section My Submissions page. Default value. Matched jobs will always be displayed in the career section My Submissions page. Matched jobs will be displayed in the career section My Submissions page when the candidate reaches the steps selected. 4a) If you selected Yes, when candidates reaches one of the selected step, click Add next to Steps. 4b) Select one ore more steps. The steps displayed in the Step Selector are not associated to a workflow. To select the appropriate step, you must know to which workflow the step is associated. For more information, see the candidate selection workflow in Administrator WebTop > Setup > Global Setup > Process > Candidate Selection > Workflows. CONFIDENTIAL INFORMATION Page 9-23

186 Chapter 9 - Global Configuration 4c) Click Select. 5. Click Save. A candidate does not absolutely have to reach the selected step in order for the matched jobs to be displayed. For example, a workflow is composed of the New, 1st Interview and Offer steps. The 1st interview step is selected for the Matched Candidate Display feature. When a candidate reaches the New step, matched jobs will not be displayed in My Submissions page. When a candidate reaches the 1st Interview step, matched jobs will be displayed in My Submissions page. When a candidate reaches the Offer step by bypassing the 1st Interview step, matched jobs will be displayed in My Submissions page because the Offer step appears after the 1st Interview step in the workflow sequence. CONFIDENTIAL INFORMATION Page 9-24

187 Chapter 9 - Global Configuration Agent Confirmation Requests Path: Global Configuration > Agent Confirmation Requests This section allows the configuration of the confirmation step, usually at time of a contingent hiring. When deciding to go ahead with a specific contingent worker, the system can be configured to send a request to the agent to confirm the candidate s availability. The agent will receive an and will be brought back to the candidate file where the confirmation will occur and will most likely move the candidate to the hired status. To achieve this important feedback loop in the contingent process, you need to configure the confirmation request. You need to specify the step in a specific candidate selection workflow. Creating an Agent Confirmation Path: Global Configuration > Agent Confirmation Requests 1. Click Create. 2. Enter a code. This field is mandatory. 3. Enter an internal description of the confirmation. 4. Specify the agent confirmation question and translate it. This field is mandatory. 5. Specify a workflow, step and status. 6. Specify the status that will be reached based on the answer provided. 7. Click Save. Editing an Agent Confirmation Path: Global Configuration > Agent Confirmation Requests 1. In the Agent Confirmations page, click a confirmation. 2. Click Edit. 3. Make necessary changes. 4. Click Save. Deleting an Agent Confirmation Path: Global Configuration > Agent Confirmation Requests 1. In the Agent Confirmations page, click Delete beside the confirmation you which to delete. CONFIDENTIAL INFORMATION Page 9-25

188 Branding

189 Chapter 10 - Branding Description of the Career Portal Brands Page Taleo offers your organization multiple ways to have each of your career section branding work. Taleo supports iframe, Pop-up and Taleo Career Portal Branding. The recommended option is the Taleo Career Portal Branding because it ensures seamless branding and an optimal candidate user experience. However, this should be evaluated on a career section by career section basis. In some situations, the iframes or Pop-up options may still be the best method for a specific career section. The branding feature offers your organization with significant control over the look and feel of each of your career sections. Your organization submits a compressed ( zip ) file that contains the branding definition, that is a XHTML file and all the required static files (images, JavaScript, CSS, objects). The file (conforming to Taleo's specifications) can include left and right navigation items as well as heading and footer content, which together enable your organization to create a career section that conveys a particular look and feel. The URL of each career section that will use the branding must be attached. The file is saved in your organization's database zone and is cached by the Taleo file system. When candidates access the career section, the cached files are accessed. Taleo is hosting the entire Web page (versus the page being embedded as a frame), therefore eliminating double scrolling for candidates. Since Taleo is hosting the page, the Taleo URL is used. If your organization has more than one brand, a separate compressed file can be created for each of them. Your organization can then assign any one of those brands to a single career section or can assign a brand to multiple career sections. CONFIDENTIAL INFORMATION Page 10-1

190 Chapter 10 - Branding To access the Career Portal Brands page, click Career Portal Brands in the Career Sections Setup page. The language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The Refine by list allows you to filter career portal brands according to different criteria (for example, code, name, status). The Create link allows you to create a career portal brand. See Creating a Career Portal Brand on page In the Career Portal Brands list, the icon in the first column indicates in which language(s) an element is activated. If an element is unilingual, an abbreviation of the language is displayed. For example, EN for English. If an element is multilingual, the icon is displayed. When mousing over the icon, the languages in which the element is available are indicated. Also, in the Career Portal Brands list, the code, name and status of the career portal brand are provided. For more information on statuses, see Status on page 1-8. In the Actions column, the Delete button allows you to delete specific career portal brands. Numbers on the right side indicate the number of career portal brands displayed on the current page and the total number of career portal brands in your organization. For example, 1-14 out of 19. If the list spans multiple pages, links to these pages are displayed immediately to the right. CONFIDENTIAL INFORMATION Page 10-2

191 Chapter 10 - Branding Viewing Information Regarding a Career Portal Brand To access a career portal brand, click the name of the career portal brand in the Career Portal Brands page. The Language section allows you to view an element in a specific language and to create an element in a new language. See Language Configuration on page 1-8. The Career Portal Brand page contains the properties (code, name, description, status) as well as the name of the branding file. Click Edit to modify the properties. See Uploading the Branding File - Performed by your Organization s Web Team on page For information on the branding file, see Producing a Valid Branding Definition - Performed by your Organization s Web Team on page The History section provides information such as the date and time of an event, a description and details on an event, as well as the actor (person or system) who performed the event. See History on page 1-7. Viewing the List of Career Sections that Use a Particular Branding You can view the list of all the career sections to which a particular branding has been applied. This is especially useful when you make branding changes: you can quickly see all the career sections that will be affected by the changes. 1. On the Career Portal Brands page, Career Portal Brands list, click the name of the career portal brand you want to examine. 2. Next to the name of the corporate brand, click View Associated CS. The system displays the list of career sections that use the corporate brand. CONFIDENTIAL INFORMATION Page 10-3

192 Chapter 10 - Branding Important Information Regarding Branding Career sections (whether they use or do not use the new Taleo branding feature) have been designed to fit in a 720 pixel size. This width, along with a 1024 x 768 screen resolution, provides a more pleasing appearance, more white space, and consequently, superior readability. The career section will automatically adjust to either: The size of the window where it is placed. The size specified in the branding file. The size of the frame where it is placed. Your organization should take into account the new recommended page width while creating the branding, XHTML code and images that will be included in the compressed file. To take full advantage of the new user interface, your organization should use this migration as an opportunity to update the branding around the career section using the new administration tools (as opposed to using your current frame or popup approach). Given this new branding, your organization should modify its career section page (1024 x 768 screen resolution) to account for the new 720 pixel size. When migrating to Taleo Enterprise 7.5, Taleo will still support the following: Frames Pop-ups The career section will adjust to the size of the frame (720 pixel or other). For example, if your organization uses a 600 pixel wide frame, the career section will fit that space automatically. However, if the pixel size drops below the recommended 720 pixel size, the career section will become compressed and some features will either need to be turned off to accommodate the lack of space or will appear squeezed on the screen. Frames and pop-up windows, though they continue to be supported in version 7.5, are no longer necessary. Should your organization decide to forego frames and pop-up windows, it should take this into account while creating the branding, XHTML code, and images that will be included in the XHTML file. One important advantage of dispensing with frames is the elimination of double sets of scroll bars (common to career section pages created in Taleo Enterprise 7.0). Candidates are sure to find Web pages that contain a single pair of scroll bars much easier to navigate. The new Taleo hosted career section branding feature offers organizations significant control over the look and feel of their career sections, but organizations are not required to use this feature. Though Taleo recommends the use of this new feature, Taleo Enterprise 7.0 clients who wish to continue using frames and pop-up windows after they migrate to version 7.5 may do so. There is no dynamic content based on the type of job search performed within a career section. For example, with Taleo hosting the page, it is not possible to display marketing content on a career section when candidates search for marketing jobs. Branding can be set per career section. If your CONFIDENTIAL INFORMATION Page 10-4

193 Chapter 10 - Branding organization wants marketing jobs to drive marketing content, you should create different career sections for different target audiences. The Career Section Administration module supports the upload of JavaScript files. However, JavaScript files cannot be activated without the review and approval of Taleo. Creating a Career Portal Brand Different people are involved in the creation of the career portal brand: your organization s Web team who is responsible for producing the branding definition and for uploading and testing the branding file in the Career Section Administration module. Taleo who is responsible for activating the branding if it contains JavaScript. your organization s system administrator who is responsible for assigning a branding to a career section. Producing a Valid Branding Definition - Performed by your Organization s Web Team The branding definition is contained in a compressed ( zip ) file. This compressed file includes an XHTML file and all the required static files (images, JavaScript, CSS, objects). The maximum size of the compressed ( zip ) file is 1 MB. It is possible to set one branding file for each specific locale (a locale being a language or the combination of a language with a location. For example, en_gb for English in Great Britain). The branding file must contain two elements: A file named index.html. A folder named theme. When creating a career section brand, you must specify a base locale among all branding files submitted. If a career section using a brand is accessed with a locale where no file was submitted, the branding file associated to the base locale will be used. The theme folder can contain sub-folders to help you organize the files. For example: CSS: This folder contains.css files referred by the index.html file. Images: This folder contains images referred by the index.html file. The format of images must be supported by the principal Web browsers. There is no limitation for the type or size of images. However, it is recommended to use.jpg or.gif as they take less space. JS: This folder contains JavaScript files (.js) referred by the index.html file. Objects: This folder contains objects (for example, applet classes, flash animation files) referred by the index.html file. CONFIDENTIAL INFORMATION Page 10-5

194 Chapter 10 - Branding When creating the compressed ( zip ) file, the compressed file MUST NOT INCLUDE the folder that contains the index.html file and the theme folder. For example, if you create a compressed file by right clicking the ABC folder in Windows Explorer and selecting Sent To > Compressed (zipped) Folder, the compressed file created will include a folder named ABC and this will cause problems. The compressed file MUST include at the root: a file named index.html AND a folder named theme. If these items are included in a folder, it will not work. You have two solutions: SOLUTION 1 - Create a new compressed file and drag-and-drop the index.html file and the theme folder in it. To do so: In Windows Explorer, select the ABC folder. Right click the right-hand side of the window. Select New > Compressed (zipped) File. Name your file. Drag-and-drop the index.html file and the theme folder in the compressed file. SOLUTION 2 - Create a compressed file directly using the index.html file and the theme. To do so: In Windows Explorer, select the index.html file and the theme folder in the ABC folder. Right click and select Sent To > Compressed (zipped) Folder. A compressed file is created. Rename your file if necessary. The index.html file must host the objects (images, CSS, flash, JavaScript). The index.html file must be XHTML 1.0 Strict. Declare the following DOCTYPE at the beginning of the XHTML file because the browser uses that information to properly display the page elements and attributes in your code. <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" " xhtml1/dtd/xhtml1-strict.dtd"> The index.html file must contain an <insertcontent> tag which will be used to insert Taleo content in the page. In the index.html file, the <insertcontent> tag must not be inside a form tag. In the index.html file, all the html tags must be declared with the namespace. In the index.html file, the <insertcontent> tag must be declared with the templates namespace. For example, <insertcontent xmlns=" /> When creating the branding file, if your organization is using CSS definitions on standard HTML tags, this will have an impact on the Theme configuration. If discrepancies occur, Taleo will not have the CONFIDENTIAL INFORMATION Page 10-6

195 Chapter 10 - Branding ability to provide any support. For example, in a career section using branding, hyperlinks are black. But in the career section s theme, the hyperlinks are defined as being blue. If the branding file contains JavaScript, the file must be analyzed and approved by Taleo before it will be activated. This validation will ensure that the file does not contain code that would compromise Taleo's infrastructure. Such validation requires a SOW and an extra fee. If your organization requires a SOW for the JavaScript validation, please contact your Taleo Client Executive. Tip for clients who want to include JavaScript in their branding file: Until the CSS and look and feel of the branding file are ready, the client's Web team can disable the JavaScript function in the branding file JS folder (by putting the code in comments or by removing the content of the JS folder temporarily). By doing this, the client s system administrator can test and validate everything about the branding before putting it through validation. If the branding file is validated and then needs to be changed later on, it will have to go through re-validation. In short, the JavaScript validation should be the last step in your process to ensure minimal re-work. If script tags containing JavaScript or style tags are present, you must wrap their content inside a CDATA block. For example, the CDATA block is defined by bold characters. For script tag: <script type="text/javascript"> //<![CDATA[ function nothing() { } //]]> </script> CONFIDENTIAL INFORMATION Page 10-7

196 Chapter 10 - Branding For style tag: <style type="text/css"> /*<![CDATA[*/ p { color: green; } /*]]>*/ </style> Uploading the Branding File - Performed by your Organization s Web Team Path: Career Portal Brands It is recommended that the person who created the branding file also upload, validate and test the branding file. Your organization s system administrator should therefore teach this person to use Career Section Administration. Before uploading the branding file in Taleo application, you can use the XHTML validator available at Upload the index.html file and click Check. This will give you an overview of all the errors contained in the branding file. Note: Please ignore the error concerning the insertcontent tag because it is not a valid XHTML tag (it is a Taleo tag) 1. On the Career Section Setup page, click Career Portal Brands. 2. Click Create next to Career Portal Brands. The New Career Portal Brand page appears. 3. Provide a code and a name. These fields are mandatory. 4. Provide a description. 5. Click Browse... to select the compressed file that contains the branding. The file must conform to Taleo's specifications. 6. The content of the file is scanned to ensure that it contains no viruses. 7. Click Save. Activating Branding - Performed by the System Administrator Taleo will perform a validation to find possible erroneous JavaScript patterns in the branding file. A validation by someone proficient with JavaScript is required to eliminate performance problems or other complications. If no error is detected, the system administrator can activate the branding. If errors are detected, the system administrator will be told what the errors are. If errors are caused by JavaScript in the file, the system administrator will be asked to contact the Taleo Representative. A SOW is required for a JavaScript validation. Alternatively, the system administrator can upload a corrected branding file, without the errors and then activate the file. CONFIDENTIAL INFORMATION Page 10-8

197 Chapter 10 - Branding Assigning Branding to a Career Section - Performed by the System Administrator The steps in this section apply only if the career section has been deactivated (Deactivate) or its status is Inactive or Draft. Before performing the following steps, the compressed ( zip ) file containing the branding definition you wish to use in your career section must have been uploaded to your organization's database zone. See Uploading the Branding File - Performed by your Organization s Web Team on page Path: Career Sections 1. On the Career Section Setup page, click Career Sections. 2. Click the name of the career section to which you want to assign a branding. 3. Click Edit next to Properties. 4. In the Corporate Brand section, select the branding you want to assign. 5. Click Save. CONFIDENTIAL INFORMATION Page 10-9

198 Chapter 10 - Branding Questions Regarding Taleo Hosted Career Section Branding Question What is Taleo hosted career section branding? What are the benefits of hosting? Answer Taleo hosted career section branding is when a client uploads his/her career section branding file in the Taleo solution and attaches it to his/her career section. The branding file includes the /footer content and the right/left navigation sections of the career section. Taleo application appears in the middle. Removal of the double scroll bar for candidates, which was a large usability obstacle for candidates prior to version 7.5. Removal of the pop-up career section (when a candidate clicks on a company s Career Section and a new window pops-up with the Taleo career section), which was an alternative to the double scroll bar but presented these problems: many users had the pop-up feature disabled less seamless experience When should the discussion regarding branding/hosting take place with the client? What other options are available besides Taleo hosted career section branding? What happens if a client makes many branding changes through-out the year? What URL would appear to candidates if Taleo is hosting the branding? This discussion should occur right at the beginning of the migration/implementation strategy because the decision will affect the career section configuration. Taleo continues to support iframes and popup configurations. The client must take this into consideration when deciding to use Taleo hosted branding or not. Each time the brand is modified in the Taleo hosted version, the client will need to recreate the branding file and go through the upload/activation process. If there is JavaScript in the file, then a validation process must take place each time (see next page for information regarding the costs of a SOW). In this situation, a client may decide to keep using an iframe or pop-up configuration. Taleo URL would appear. CONFIDENTIAL INFORMATION Page 10-10

199 Chapter 10 - Branding Question Can the career section page open in a new browser or in an existing browser? What work needs to be done on the client side in regards to the URL if the client switches to Taleo hosting the branding? What is the process to load the hosted branding file? Who on the client's side should be involved in the process? What is the Service Level Agreement (SLA) for the hosted branding file? What is the Service Level Agreement (SLA) for the hosted branding file that has JavaScript? What is the standard SOW fee? Answer Either, it is up to the client. The client will need to make changes to his/ her career section to not include frames when candidates proceed into the Taleo hosted area of their web site. The client will need to generate the branding file. Follow the instructions regarding Creating a Career Portal Brand on page The client s Web developer should directly be involved in uploading and testing the branding file as this will shorten the validation process and reduce changes needed. If there is no JavaScript (therefore no validation needed by Taleo), no work needs to be done by Taleo. It is up to the system administrator to upload and activate the branding file. No real SLA, but once the SOW is signed and assigned to a technical consultant, the process would take approximately 5 days for the validation. No fee if the file does not contain JavaScript. If the file contains JavaScript, the fee will be as follows: Branding file validation Fee: Contact your Client Executive. The file can be submitted three times: the first time, then twice with changes or corrections. Each testing iteration includes: Verification of the JavaScript in the branding file for security breaches. Local testing of the branding file. Technical and functional testing against the career section. Activation of the branding file if all testing steps are successful. The client can use it. CONFIDENTIAL INFORMATION Page 10-11

200 Chapter 10 - Branding Question Is the branding definition composed of an HTML file or XHTML file? Before uploading the branding file in Taleo application, is it possible to validate it? Answer The branding definition is composed of a XHTML file and all the required static files (images, JavaScript, CSS, objects). You can use the XHTML validator available at It is recommended to use this validator to avoid problems. CONFIDENTIAL INFORMATION Page 10-12

201 Themes

202 Chapter 11 - Themes Description of the Themes Page The Theme feature offers your organization the possibility to configure several elements in a career section. It gives you complete control regarding the general font type and size, and the color scheme. In previous versions of Taleo Enterprise, Taleo clients who wanted to modify CSS fonts and font sizes, background color, and so forth, used Chameleon. In Taleo Enterprise 7.5, you can create and edit themes that bring together a host of CSS elements. You then apply a theme to a career section to give the latter a particular look and feel. You can apply the same theme to multiple career sections or you can create a theme for a single career section. To access the Themes page, click Theme in the Career Section Setup page. The language section allows you to view an element in a specific language. See Language Configuration on page 1-8. The Refine by list allows you to filter career sections themes according to different criteria (for example, code, name, status). The Create link allows you to create a theme. See Creating a Theme on page When creating a theme, the system automatically duplicates the Taleo Default theme. The user then can customize the aspect and feel of the new theme. In the Themes list, the icon in the first column indicates in which language(s) an element is activated. If an element is unilingual, an abbreviation of the language is displayed. For example, EN for English. If an element is multilingual, the icon is displayed. When mousing over the icon, the languages in which the element is available are indicated. Also, in the Themes list, the code, name, and status of the theme is provided. In the Actions column, the Delete button allows you to delete specific themes and the Duplicate button allows you to copy a theme. CONFIDENTIAL INFORMATION Page 11-1

203 Chapter 11 - Themes Numbers on the right side indicate the number of theme displayed on the current page and the total number of themes in your organization. For example, 1-14 out of 83. If the list spans multiple pages, links to these pages are displayed immediately to the right. You access themes through the Themes section of the Career Section Administration module. Each theme has five categories. CONFIDENTIAL INFORMATION Page 11-2

204 Chapter 11 - Themes Editing a Theme and Its CSS Attributes Please consult the series of tables at the end of this section before performing the following steps. Also, the excel file Theme Settings, Version 7.5 can provide you with helpful information. 1. On the Career Section Setup page, click Themes. 2. Click the theme that contains the configurable elements whose attributes you want to edit. The system displays the Theme page that contains the Language, Properties, Configurable Elements, and History sections for that theme. 3. To change the language, select the desired language in the Language list. 4. To edit the theme's properties, click Edit next to Properties. Make the required changes. When you are satisfied with all of your changes, click Save. To edit the progress bar pixel size in order to make it fit to the pixel size of the career section, override the content in the Width, in pixels, for the progression bar in the application flow field. The default pixel width is 720. To modify the amount of space taken by the help panel in the career section, override the content in the Width in pixel reserved for the Online Help in Theme field. The default and maximum pixel width is 200. If the pixel size is set to 0, it will remove the help panel from all pages on the career section. 5. To edit the following configurable elements Background and Color Configuration Text Configuration Link Configuration Input and Button Control Configuration Custom Resource Configuration click the corresponding configurable element. The system displays the Configurable Element page that contains the Language, Properties, Style Class, and History sections for that type of configurable element. 6. To change the language, select the desired language in the Language list. 7. To edit the configurable element's properties, click Edit next to Properties. Make the desired changes. When you are satisfied with all of your changes, click Save. 8. Repeat step 6 and 7 for any configurable elements you want to modify. CONFIDENTIAL INFORMATION Page 11-3

205 Chapter 11 - Themes Style Class Attribute Style in 7.0 (useful if your organization customized 7.0 style classes using Chameleon) Main BackGround (99) background-color body General Font (199) Page Title (175) SubTitle (198) Text (196) font-family, font-size color, font-size, font-style, font-weight, text-decoration color, font-size, font-style, font-weight, text-decoration color, font-size, font-style, font-weight, text-decoration body.label-title.label-subtitle.label-text First Color (98) background-color.cell-box-title Error Message Box (93) background-color.cell-box-error-msg Second Color (97) background-color.cell-box-text Warning Message Box (94) background-color.cell-box-warning-msg Error Text (167) Label (197) color, font-size, font-style, font-weight, text-decoration color, font-size, font-style, font-weight, text-decoration.label-box-text-error.label-label Button Link (285) background-color a.button Button Link (Mouse Over Event) (284) background-color a.button:hover CONFIDENTIAL INFORMATION Page 11-4

206 Chapter 11 - Themes Style Class Attribute Style in 7.0 (useful if your organization customized 7.0 style classes using Chameleon) Button (398) Button Link (285) and Footer Link (299) Title Link (293) Help Link (290) Button Link (285) Date Selector Link (286) Small Link (288) Regular Link (297) Action Link (295) color, font-size, font-style, font-weight, text-decoration color, font-size, font-style, font-weight, text-decoration font-size, font-style, font-weight, text-decoration color, font-size, font-style, text-decoration color, font-style, font-weight, text-decoration color, font-style, font-weight, text-decoration color, font-size, font-style, font-weight color, font-style, text-decoration color, font-size, font-style, font-weight, text-decoration color, font-style, font-weight, text-decoration.label-button.label-button.label-link.label-link.label-link.label-link.label-link.label-link.label-link.label-link CONFIDENTIAL INFORMATION Page 11-5

207 Chapter 11 - Themes Style Class Attribute Style in 7.0 (useful if your organization customized 7.0 style classes using Chameleon) Custom 1 (499) Custom 2 (498) Input Control (399) and Footer Link (299) color, font-size, font-style, font-weight, text-decoration color, font-size, font-style, font-weight, text-decoration color, font-size, font-style, font-weight, text-decoration background-color, color, font-size, font-style, font-weight, text-decoration.custom1.custom2.input.label-box-title Job Information (179) color.label-box-title Flow Step (177) color.label-box-title Username (195) color.label-box-title List Section Title (164) color.label-box-title Job Type (182) Job Posting Date (180) color, font-size, font-style, font-weight, text-decoration color, font-size, font-style, font-weight, text-decoration.label-text.label-text Selected Tab (89) background-color.cell-box-text CONFIDENTIAL INFORMATION Page 11-6

208 Chapter 11 - Themes Creating a Theme Often, the most efficient way to create a new theme consists in duplicating a theme that contains most of the attributes you want to use in the new theme and then editing the duplicate. For information, see Duplicating a Theme on page If you want to create a theme from scratch (actually, a theme based on the default theme used in your organization), perform the following steps. 1. On the Career Section Setup page, click Themes. The system displays a list composed of the default theme used in your organization and the themes you have created. 2. Click Create next to Themes. 3. Type values in the Code, Name, and Description fields on the New Theme page and then click Save. The system displays the theme page for the new theme; the page is composed of the Language, Properties, Configurable Elements, and History sections. 4. The system assigns to configurable elements and their respective style classes the same attributes as those used in the Taleo default theme. You can edit any or all of these attributes to obtain a theme that conveys a particular look and feel when you apply it to a career section. For information about editing configurable elements and their respective style classes, see Editing a Theme and Its CSS Attributes on page When saving the information, the status of the theme changes from Draft to Active. A theme can only be deleted if it s status is set to Draft. Duplicating a Theme 1. On the Career Section Setup page, click Themes. The system displays a list composed of the Taleo default theme and the themes you have created. 2. Locate the theme you want to duplicate and then click the corresponding Duplicate button. Type values in the Code, Name, and Description fields on the New Theme page and then click Save. The system displays the theme page for the new theme. 3. The system assigns to configurable elements and their respective style classes the same attributes as those used in the Taleo default theme. You can edit any or all of these attributes to obtain a theme that conveys a particular look and feel when you apply it to a career section. For information about editing configurable elements and their respective style classes, see Editing a Theme and Its CSS Attributes on page CONFIDENTIAL INFORMATION Page 11-7

209 Chapter 11 - Themes Deactivating a Theme A theme cannot be deactivated if associated to a career section. Therefore, the deactivate link will be disabled. 1. On the Career Section Setup page, click Themes. The system displays the list of themes you have created. 2. In the Name column, click the theme that contains the category (and hence the feature) you want to deactivate (make unavailable). 3. Click Deactivate. Adding a Theme to a Career Section The steps in this section apply only if the career section has been deactivated or its status is Inactive or Draft. 1. On the Career Section Setup page, click Career Sections. The system displays the Career Sections page and the list of career sections in your organization. 2. In the Name column, click the name of the career section you want to add a theme to. The Career Section page that opens contains the Language field and the following sections: Properties, Application Flow Properties, Career Section URL, Career Portal Pages, Security Settings, Sign In, User Accounts, Self Registration, User Name and History. 3. Click Edit next to Properties (if Edit is not displayed, the career section's status is probably Active). 4. Locate the Theme section and then click Theme Name field and then click the theme you want to assign to the career section. 5. Click Save. CONFIDENTIAL INFORMATION Page 11-8

210 Chapter 11 - Themes Viewing the List of Career Sections that Use a Particular Theme You can view the list of all the career sections to which a particular theme has been applied. This is especially useful when you make changes to a theme: you can quickly see all the career sections that will be affected by the changes. 1. On the Themes page, Themes list, click the name of the theme you want to examine. 2. Next to the name of the theme, click View Associated CS. The system displays all the career sections that use the theme. CONFIDENTIAL INFORMATION Page 11-9

211 Chapter 11 - Themes Recommended Adjustments to Career Sections based on Pixel Size The following information will give guidance on adjustments that can be done to make the Career Section looks good at whatever pixel size chosen by your organization. The default pixel size for the Career Section is 720 pixels. It is important to note that the Career Section will automatically adjust to fit the amount of space given. However, the content, text and fonts will not automatically adjust and the recommendations below will help perform the adjustments. Help Panel The help panel in a career section pages and application flows is configurable. The following elements can be modified: size of the help panel amount of text in the help panel font of the text in the help panel Size of the Help Panel Path: Themes In the Properties section of a theme, the pixel size definition for the help panel can be defined under the setting Width in pixel reserved for the Online Help in Theme. This setting can be between 0 and 200 pixels. The default is 200 pixels and entering 0 means that no help panel will be displayed. In a career section that is less than 720 pixels, it is recommended to reduce the pixel size of the help panel. Start first with100 pixels and see if it works. If not, then remove it all together by putting the setting to 0. If the help panel is removed (that is, entering 0 pixel), the following links available in the help panel will have to be placed in another location: Access my profile, Submit a friend s profile, Refer a Friend. CONFIDENTIAL INFORMATION Page 11-10

212 Chapter 11 - Themes Amount of Text in the Help Panel Path: Career Sections The amount of text displayed in a career section or application flow help panel can be reduced. For example, if you want to reduce the amount of text in the help panel of the Basic Search page, the following steps must be performed: 1. In the Career Sections Setup page, click Career Sections. 2. Click the career section where you want to make changes. 3. Click Show next to Career Portal Pages. 4. Click Basic Search. 5. Click Edit User-defined Labels. 6. In the Refine by list, select HelpPanelResources then click Refresh. 7. Click the section (label) you wish to modify. 8. Click Edit. 9. Enter a new text in the Override field. 10. Click Save. Font Size of the Text in the Help Panel The size of the font used in a help panel can also be reduced. Path: Themes 1. Click Themes. 2. Click the theme where you want to make changes. 3. In the Configurable Elements section, click Text Configuration. 4. In the Style Class section, click Help Text. 5. In the Style Values section, click Font Size. 6. Click Edit. 7. Reduce the value of the font. 8. Click Save. 9. Perform steps 5 to 9 again but with Help Title and Help Subtitle. If there is no default help text in the help panel, the width of the page is not constrained to what is not taken up by the help panel resource. However, as soon as you add something in the help panel, including a blank space, the page will be using the help panel resource area. Career Portal Changes When a career section pixel size is less than 720 pixels, a few changes must be done on the career portal, including: My Account options - font and label Candidate's name used in the UserNameSignedIn resource- font and label My Job Cart - font and label Search Query Balloon - font CONFIDENTIAL INFORMATION Page 11-11

213 Chapter 11 - Themes Content in Search drop-down list options - font The labels for the above top three items can be overridden by clicking User-defined Fields located beside Career Portal Pages. The font sizes for all of the above items can be overridden in the Themes section. For the Search drop-down list options, reduce the font in the following elements/styles: Themes > Input and Button Control Configuration > Input Control > Font Size Themes > Text Configuration > Text > Font Size Progression Bar In the Properties section of a theme, the width of the progression bar can be defined under the setting Width, in pixels, for the progression bar in the application flow. The default is 720 pixels. If the career section is less than 720 pixels, the progression bar pixel size will need to be reduced as well. The pixel size defined for the progression bar might not always be the exact pixel size provided by your organization's Web team. There might be a variation based on the branding and the spacing on the right and left of the progression bar. Therefore, start with the pixel size provided, but modify it in order to work with the branding. The progression bar will automatically adjust to show the number of boxes that can fit based on the pixel size. Therefore, in order to show as many boxes as possible, the following actions can be performed: Reducing the font size (Path: Themes > Link Configuration > Small Link AND Small Link (Mouse Over Event)) Reducing the content of the text in the progression bar boxes (Path: Application Flows [select an application flow, click a page] > Edit [modify the content under Page Title]) CONFIDENTIAL INFORMATION Page 11-12

214 Chapter 11 - Themes Application Flow - Form Changes To configure the forms for a given page on an application flow, it is important to first understand the amount of pixel space available. From there, you must take into consideration the following elements: The white space to the left of the first field - not configurable The pixel size of the field and label The space between fields (assuming there is more than one field on each row) - not configurable The white space to the right of the last field - not configurable The help panel for the page For example, here is what a form might look like from a pixel size perspective: White space Field width Space between fields Field width White space Help panel The white space and the space between the fields cannot be configured. The help panel can be modified (see Help Panel on page 11-10). To configure field and field label width on the form, perform the following steps: Path: User-defined Forms 1. Click Career Sections. 2. In the Career Sections Setup page, click User-defined Forms. 3. Click the user-defined form where you want to make the changes. 4. Position the cursor in the field for which you want to change the pixel size. 5. Enter the new pixel size in the CSS Style and CSS Style Label fields available in the Selected Element Properties section (for example: WIDTH: 100px). CONFIDENTIAL INFORMATION Page 11-13

215 Chapter 11 - Themes A given column will stay in line and expand to the longest row in the column (unless they are merged). In order to move an entire column over, all rows must have their pixel size reduced. You should reduce the number of columns on each form. Depending on how much room (total pixel size) is available on the career section, it might make sense to keep the total columns at 2. However, this is something that needs to be worked out on a form by form basis. It is important to understand how Toolbox options work on forms. For more information, see Userdefined Forms on page 6-0. Application Flow - Font Changes The font size of fields within an application flow can also be reduced. It is important to note that each field cannot be reduced individually. The fields are combined into groups of elements and style classes. The entire style class font size can be reduced. To find what area you will need to alter, consult the print screens available in Theme Elements in a Career Section on page Find the element in the print screens that you want to modify and then perform the following steps: Path: Themes 1. In the Career Sections Setup page, click Themes. 2. Click the theme where you want to make changes. 3. Click the configuration element as found on the print screens. 4. Click the style class. 5. Click Font Size. 6. Reduce the size of the font. 7. Click Save. To modify the font size of drop-down lists in an application flow, edit the following elements: Themes > Input and Button Control Configuration > Input Control > Font Size Themes > Text Configuration > Text > Font Size CONFIDENTIAL INFORMATION Page 11-14

216 Chapter 11 - Themes Theme Elements in a Career Section This section can actually help you figure out which element you need to access if you want to modify a Career section s look and feel. Click a red number in the image to see the corresponding description and and CONFIDENTIAL INFORMATION Page 11-15

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