TALEO-SA100 Student Guide

Oracle Internal & Oracle Academy Use Only
Taleo (TEE): Introduction to

Configuration
Student Guide
(Taleo–SA100 - 12C)
D77574GC30
Edition 3.0
February 2013
Author Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Brian Mannor Disclaimer
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 Table of Contents
Table of Contents
Course Goals ........................................................................................................................................ 4

Lesson 1: Configuration Overview ...................................................................................................... 5
1 - Navigating the Configuration Menu .............................................................................................. 6
Lesson 2: Organizational Management ............................................................................................. 11
1 - Switching to Maintenance Mode ................................................................................................. 12
2 - Adding Locations ......................................................................................................................... 13
3 - Creating Locations ....................................................................................................................... 15
Lesson 3: User Management ............................................................................................................. 21

1 - Exploring User Types ................................................................................................................... 22
2 - Creating a User Account .............................................................................................................. 25
Lesson 4: Group Management........................................................................................................... 28
1 - Creating a Group ......................................................................................................................... 29
2 - Verifying User Type Permissions ................................................................................................. 32
Lesson 5: Central Configuration - Security ....................................................................................... 35
1 - Reviewing User Account Security Settings..................................................................................36
2 - Reviewing Password Security Settings ....................................................................................... 37
3 - Reviewing Forgot Password Settings .......................................................................................... 38
4 - Exploring Message Templates ..................................................................................................... 39
Next Steps .......................................................................................................................................... 42
 Course Goals
Course Goals
Taleo (TEE): This course is designed as the first class that any Taleo Enterprise System
Introduction to Administrator should take. It is designed for customers who are new to Taleo
Configuration applications and covers the basics of Taleo Configuration for all applications,
including Recruiting, Performance, Onboarding or Transitions, and Career
Section. At the end of this course, you will be able to confidently perform the
following tasks in Taleo Configuration:
 Navigate Central and Specific Configuration

 Access Taleo Customer Support Portal
 Define Operation Mode

 Work with Organization, Location, and Job Elements
 Create User Types
 Create Users and Groups
 Discuss Security Settings
 Set User Passwords Options
This course includes practical hands-on exercises for you to apply your
knowledge and reinforce learning. There will also be ample time for questions
and discussion. You are encouraged to ask questions throughout the lessons of
the course.
The screens shown in this course may not be identical to those you see when
viewing the Taleo Configuration at your organization. This is because each
organization can configure the application to meet their needs.
Using the Student Guide

 Locate the current lesson per the instructor's directions.
 Complete the hands-on Exercises per the instructions provided.
 Complete the Apply It questions.
 If you finish early, complete the Explore More activities.
© Oracle Confidential: For distribution to authorized Training Participants Page 4

 Lesson 1: Configuration Overview
Lesson 1: Configuration Overview
Overview Taleo Configuration contains options for many of Taleo's applications, including
Recruiting, Onboarding, Transitions, Performance, and Career Section.
The Configuration menu is divided into two columns - Central

Configuration and Specific Configuration. The Central Configuration
Column contains items that apply to more than one Taleo product. The Specific
Configuration column is where you will find items to configure each of Taleo's
products, such as Recruiting, Onboarding, and Performance, if your
organization has purchased and implemented those products. Each of these
products has its own Administration menu and Settings page.

Settings
There are numerous Settings links on the Configuration menu; one for each of
the Taleo applications your organization has implemented, plus one for General
Configuration Settings. The General Configuration Settings control features that
apply to more than one Taleo application.
Under the properties of any setting there is a field called Security Level. There
are three possible options for this settings:
Private: only visible and modifiable by Taleo (support user)
Protected: visible by customers but only modifiable by Taleo (support user)
Public: visible and modifiable by customer System Administrator
The Welcome Center

The Welcome Center is a home page that is displayed to users immediately
after they log in, and provides a "one-click" access point to Taleo products. The
Welcome Center contains a core navigation bar, an auxiliary navigation bar, a
Quick Access panel, and a Communications panel. The core navigation bar is a
set of tabs that provide direct links to Taleo products. A user might have a tab
for any or all of the following products: Taleo Performance, Taleo Recruiting,
Taleo Compensation, Taleo Analytics, Taleo Learn, and Taleo Configuration. A
Quick Access panel provides an alternative "one-click" access to the same
information and to a selection of modules within products.
In the Communications section of the Welcome Center, Taleo clients can
provide information of interest to all Taleo product users in their organization.
This is done using the Welcome Center Content link and setting.
For existing customers who have had a zone prior to 11A, you must request
that the private setting called Display Welcome Center be enabled. Otherwise,
you will continue to see your existing table of contents. The Welcome Center
will automatically be enabled for customers with new 11A or later zones.

Overview Release Notes

(continued)
Each organization can configure Release Notes and decide to display those to
end users of any Taleo application. If your organization decides to enable
Release Notes, you can edit the text to display any text you determine
appropriate. The Release Notes display to users after they enter their user
name and password.
Oracle Customer Support Portal

The Oracle Customer Support Portal is accessed from the Web Support link
within Taleo applications. From the Support Portal, you can:
 Research solutions
 View and print product Documentation

 Submit a new Service Request
 Review any past Service Requests
Please complete the following exercise:

1 - Navigating the Configuration Menu
1 - Scenario As a System Administrator who is new to Taleo, you need to become familiar
with navigating the Configuration menu. You will spend a few minutes
navigating the Configuration menu to better acquaint yourself with its
features.
1 - Navigating To practice navigating the Configuration menu, complete the following steps.
the
Configuration
Menu
Step Action
1 Enter the training URL in the address bar of your browser (provided by your Instructor).
Make a note here of the User Name and Password assigned to you by the instructor:
2
User Name ________________________ Password ________________________
3 Enter your User Name and the Password.

Step Action
Click the Sign In button.
4
If Release Notes has been configured to display, click the Continue button.
5
If Release Notes do not display, continue to next step.
Notice the Welcome Center displays after you log in. Users are only presented with the
6 products to which they have been given access.

Click the Configuration tab.
7
Notice the two columns, Central Configuration and Specific Configuration. The
8 options that display under these two columns may vary for your organization, depending on
the products you have purchased and implemented.
You may want to view the application in Full Screen mode by pressing the F11 key
or clicking the View menu in your browser, then selecting Full Screen.
Step Action
Under the Central Configuration column, locate the area called General
Configuration. These settings affect more than one Taleo product.
Click the Settings link.

9

Step Action
You can easily locate a setting by filtering the list. In this case, you want to confirm the
preferred time zone.
From the Refine by drop-down menu, select Name.
10

11 Name = time.
Click the Refresh button.

12
13 Result: All settings containing the word time display.
Click the Time Zone link.
14
What is the time zone setting for this database?

15
_________________________________________
What is the Security Level for this setting?

16
__________________________________________
17 Does this Security Level allow you to edit this setting? ______
Locate the Product Settings link located in the breadcrumb trail at the top of the page.
18 Click the Product Settings link.
Next, you want to review the options available for changing the color theme for Taleo
19 applications.
20 Verify that the Refine by drop-down menu is set to Name.

Step Action
21 Name = theme.

22
Click the Default Theme link.

23
Click the Edit link.

24
Click the Value drop-down menu to view the options.
25
You will not make a change at this time.
26 Click the Cancel button.
At the top of the page, locate the Configuration link in the breadcrumb trail.
27 Click the Configuration link.
Locate the Resources menu at the top right of the page.
28 Click the Resources menu.
Locate the My Setup Link in the Resources menu.
29 Click the My Setup Link.

Step Action
Under what category would you change your password?
30
____________________________________
At the top of the page, locate the Configuration tab.
31 Click the Configuration tab.

Apply It 1. What type of information do you think would be helpful for you to display to
your Users in the Communications content of the Welcome Center?
_____________________________________________________________
_____________________________________________________________
2. Given your corporate structure and branding, what default time zone and
default theme settings would be the best for your organization?
_____________________________________________________________
_____________________________________________________________
Completing If this is a virtual session, then click the green check mark in the participant
Your Exercise window to let the instructor know that you have completed the exercise(s) and
the Apply It questions. If the green check mark is not available, then let the
instructor know via the chat window.
If other participants are still working on their exercises, then complete the
following activity.
Explore More Activity: Locate the Talent Grid menu in the upper right portion of the Taleo
Performance page: select the Knowledge Exchange link. If you have not yet
done so, click on the link to create a new account. If you already have an
account, take a moment to log in and view the new information or opportunities
available on the home page or events calendar.

 Lesson 2: Organizational Management
Lesson 2: Organizational Management
Overview The fundamental data structure in Taleo applications is made up of the core
data elements Organizations, Locations, and Job Fields (OLF).
 Organizations are comprised of elements such as Companies,

Divisions and Sub-divisions.
 Locations are comprised of countries, states/provinces, regions, cities,
and work locations.
 Job Fields represent the domains of employment within organizations,
such as job category, function, and specialty.

Organization and Job Fields can have up to 4 levels shown to users; Locations
can have up to 5. The organization level can have 20 levels for integration
purposes but only 4 levels will display to users.
These data elements are organized into a hierarchical structure. They are used
repeatedly throughout Taleo Enterprise to perform a variety of day-to-day
activities. When recruiters create a requisition, they have to consider factors
such as the location, job specialty, and the division for which the requisition
needs to be filled. This is referred to as contextualization. This imposes
order on various types of information and gives extensive control over
information.
Parent-Child Relationships
In working with hierarchical data, it is useful to understand parent-child
relationships. Using Locations as an example, the top-level element is a
country. Countries are known as parent elements because they have child
elements, which are states/ provinces. States/provinces are children of
countries, but are also parents of regions, which are parents of cities.
Modifying Organizations, Locations, and Job Fields

Both the structure and the data for Organizations, Locations, and Job Fields can
be modified in the SmartOrg section of the Configuration menu.
Before any changes can be made to these elements, the system must be
switched into Maintenance Mode. Great care must be exercised when
performing this switch, as users and candidates will not be able to access the
system until Maintenance Mode is turned off. Thus, Maintenance Mode is
typically used during off-peak usage hours such as evenings, weekends, or
holidays.
There are User Types permissions associated with activating Maintenance Mode
and modifying OLF elements. The two permissions are 'Manage Application
Mode' and 'Manage Foundation' and are accessed under the Configuration
Domain, Foundation Data Sub-Domain in a User Type.

Please complete the following exercises:

1 - Switching to Maintenance Mode
2 - Adding Locations
3 - Creating Locations
4 - Deleting Locations
1 - Scenario Your organization announced they are building two small research facilities in
Monaco, and that you need to add these Locations. Before you can do so, you
must switch Recruiting into Maintenance Mode.

Note: As soon as one student switches Recruiting into Maintenance Mode, the
other students will see the change.
1 - Switching to To switch to Maintenance Mode, complete the following steps.

Maintenance
Mode
Step Action
Under the Central Configuration column, locate the area called Operations.
Click the Operation Modes link.
Result: A window displays showing how many users are logged into the system. In a
real-world scenario, you would not want to switch the system into Maintenance Mode if
users are connected.
2
If there are always users connected to the system, you would use these numbers to
minimize the impact that Maintenance Mode will have.
How many users are connected to the Career Section? _____
3
How many are connected to Recruiting? ____
Click the Edit link.
4

Step Action
5 Is Recruiting set to Maintenance? ____
6 If Recruiting is already in Maintenance Mode, proceed to step 10.
If Recruiting is not in Maintenance Mode, click the Mode drop down menu for Recruiting.
7
Select Maintenance from the drop-down menu.

Click the Save button.
9
Click the Configuration link in the breadcrumb trail.

10
2 - Scenario Your organization is building two small research facilities in Monaco. You must
check to make sure that the country has already been added to your
organization's list of countries. You also want to make sure you know how to
add a country location to your organization's structure, so you will also add a
country that is not listed.
2 - Adding To check if a Location has already been added and to add a new Location,
Locations complete the following steps.
Step Action
Locate the SmartOrg area.
Click the Administration link.

Step Action
Locate the Locations area.
Click the Element Management link.
Look at the top right corner of the Location list. The list shows 1 - n out of n. What does
3 n equal on this screen? ______

4 Is Monaco in the list of countries? ______
Note: Since Monaco is already in the list of countries, there is no need to add it. But you
5 do want to see how to add a new country to your organization's locations.
Click the Add link to the right of the Children area.
6
Look at the top right corner of the Location list. The list shows 1 - 15 out of how many
7 total Locations? ______
Note: The number of Locations in this list is much larger than the number you wrote in
8 Step 4. This list includes every possible location that could be added to your
organization's list.
You want to see if the United Kingdom is on the list of countries.
From the Refine by drop-down menu, select Country.
10 Country = United Kingdom.

11
Result: A list of locations in the United Kingdom display. These locations are already in
12 the Taleo database, so if you had a facility in the United Kingdom, you could select the
correct locations from this list.

Step Action
Normally you would select the location you want to add. Since we are in a training
13 database, you will not add any new locations from this list.
Click the Cancel button.
14
3 - Scenario For the two research facilities your organization is building in Monaco, you need
to be able to distinguish between the two for Requisitions, Onboarding, etc.
After checking the system, you see that Monaco has no distinct locations
(cities), like the United Kingdom did. You must create these locations to

differentiate the research facilities from one another.
3 - Creating To add a new Location (city), complete the following steps.

Locations
Step Action
Click the Monaco link in the Description column.
1
Click the Create link next to Children.

2
Note: During this training, you will be adding your initials to the end of the different
items that you will create. This will allow you to easily identify items you create during
3 the training. You would not do this in your database. You will also provide only the
required information when creating a new record.
4 Note: The first facility is in Monte Carlo. Provide a unique code and description.
Code = MNTC-[your initials].

5
Example: MNTC - BCM
Description = Monte Carlo - [your initials]
6
Example: Monte Carlo - BCM
Click the Search button next to the Associated Reference Location field.

Step Action
8 Keyword = Monaco.

9
Select the Monaco option.

10
Click the Select button.

11

From the Status drop-down menu, select Draft.
12

13
Click the Create link.

14
Note: The second research facility is in region of La Condamine. Provide a unique code
15 and description.
Code = LCDM-[your initials].
16
Example: LCDM-BCM
Description = La Condamine - [your initials].
17
Example: La Condamine - BCM
Click the Search button next to the Associated Reference Location field.
18
19 Keyword = Monaco.

Step Action
20
Select the Monaco option.

21

22
From the Status drop-down menu, select Draft.

23

24
Click the SmartOrg Administration link in the breadcrumb trail.

25

4 - Scenario Due to organizational changes, construction of the two Monaco facilities has
been cancelled. Your manager asks you to delete the Locations that you
created now that no offices will be located in the country.
4 - Deleting To delete your two Monaco Locations, complete the following steps.
Locations
Step Action
Click the Element Management link.

1
Click the Monaco link in the list of Children.

2
From the Refine by drop-down menu, select Code.
4 Code = [your initials]

5
Select the checkbox in front of LCDM - [your initials].

6
Select the checkbox in front of MNTC - [your initials].

Step Action
Click the Delete link next to Children.
8
Note: You could click the Delete link to the right of a location to delete just that one
entry.
In the resulting caution box, click the OK button.

9
Note: The next window will ask you to reassign these Locations to another Location,
rather than removing them completely. If you wish to re-assign the elements, you could

10 enter a different country, and the Locations would be reassigned.
Instead, in order to delete the locations completely, you will enter Monaco again, which
will indicate that there is no reassignment necessary.
Enter Monaco.
11
Click the Search button.
12
Note: Because there is only 1 selection available using the key word of Monaco, no
search dialog will open when clicking the Search button after Monaco has already been
entered in the Location field.

13
Click the SmartOrg Administration link at the top of the page.

14

Apply It 1. After you have passed the Implementation phase with Taleo Performance,
which of the 3 OLF areas will you most likely need to update for your
organization, over a period of time? Why?
_____________________________________________________________
_____________________________________________________________
2. Remember that your entries for OLF elements become the basis for the way
data is organized and searched for in your database by users. Do you have
any areas within your organization where you may need to unify your
terminology as you adopt the OLF structure of Taleo Performance?

_____________________________________________________________
_____________________________________________________________
following activities.
Explore More Activity 1: Review the structure of Organizations in this database. List the
levels that are being used.
________________________________________________________________
Activity 2: Do you think your organization would use a similar structure?

Would your organization add another level?
_________________________________________________________________

 Lesson 3: User Management
Lesson 3: User Management
Overview When working with Users in Taleo Enterprise, you view and configure a number
of different settings.
 Personal Information, such as address and email
 Employee Information, which contains data needed for Taleo
Performance
 Account Information, such as username and password
 User Types, defining which features the user can work with and what
permissions they have

 User Groups, where you can add a user to one or more Groups
 Coverage Area, used in decentralized environments, such as hourly
and retail organizations
 General Preferences, such as language and time zone
 History, which shows activity related to a User's record
User Types
User Types combine Product Access and Permissions. User Types are unified,
meaning they work the same way for Recruiting, Onboarding or Transitions,
Configuration, and Performance. You can create a single User Type and
incorporate multiple products within one User Type. When creating User Types,
you grant access to various Domains and Sub-domains. Taleo uses the
Domain approach because a Domain can be accessible in more than one
product.
A user can have multiple User Types, like Recruiter and System Administrator
for Recruiting, and Manager for Performance. There is also a Hiring Manager
User Type included in Taleo Configuration.
You should examine the User Types that come with Taleo Enterprise to
determine if they fit the needs of your user population. You can modify existing
User Types and create new ones to meet your organization's needs.

1 - Exploring User Types
2 - Creating a User Account

1 - Scenario Your organization is preparing to implement Taleo Enterprise; therefore, you

need to review the User Types that have been included to see if they fit your
needs. Since many of your users are Recruiters, you first want to look at a
Recruiter User Type. You also want to review the default access that Taleo
System Administrators have.
1 - Exploring To explore Taleo User Types, complete the following steps.

User Types
Step Action
1 Verify that you are on the SmartOrg Administration page.

Locate the Users area.
2 Click the User Types link.
Search for Recruiter 3 User Type.
4 Name = recruiter 3.
5
Click the staffingwebtop.Recruiter 3 link.

6
7 Notice the Functional Domains associated with the Recruiter 3 User Type.
Click the Recruiting link.
8
Click the Requisitions link.

9

Step Action
Notice the Requisitions permissions that the Recruiter 3 User Type has.
10 Can a user with this User Type Edit Requisitions with or without restrictions?
With / Without
The system only shows permissions that are activated. To see all possible Requisition
permissions, you need to click the Edit link.
11 Click the Edit link.
12

Can a user with this User Type put a requisition on hold? ______
You will not add any additional permissions at this time.
13 Click the Cancel button.
Examine the permissions under Search. You may need to scroll down to see this sub-
domain.
14 Click the Search link.
Review all the Search Permissions this User Type has.

15
Does a user with this User Type have access to Advanced Search? ______
Locate the User Types link in the breadcrumb trail.
You want to examine the permissions that a System Administrator User Type has, to
ensure they can create Requisitions.
17
Name = administrator.
18

Step Action
Click the administratorwebtop.System Administrator link.
19

20

21

Does the System Administrator User Type have permission to create Requisitions?
22 _______
Locate the SmartOrg Administration link in the breadcrumb trail.
23 Click the SmartOrg Administration link.
2 - Scenario A new Sourcing Specialist will be starting tomorrow and you need to create a
new account. You have decided that Sourcing Specialists will be assigned the
User Type of Recruiter 3.

2 - Creating a To create a new user account, complete the following steps.

User Account
Step Action
Click the User Accounts link.

2
3 First Name = Anne.

4 Last Name = Jones - [your initials].
Email Address = ajones-[your initials]@invalidemail.com.
5
Ensure there are no spaces in the e-mail address.
Note: There are additional fields of information that could be completed, but the fields
selected are all that the system requires. Click the Next button.
6
Note: Employee Information is used in the Performance application, as well as the new
Dynamic Approval Routing module. You will not complete this information for this
exercise.
7
Click the Next button.
8 User Name = ajones-[your initials]

9 Password = test1234.
10 Confirm Password = test1234
If necessary, de-select the two options under Password, so they display as follows:
11
Note: The Configuration Profile field applies only to Taleo Recruiting users. This will be
12 covered in the Recruiting Configuration class REC-SA101.

Step Action
13
Now you will give the user one or more User Types.
Click the Add link.

14
Search for the Recruiter 3 User Type.

15
Keyword = recruiter 3.
16
Select the box before the staffingwebtop.Recruiter 3 item.

17

18

19
Note: You will add this user to a User Group in the next lesson, so you will skip this step
for now.
20 Click the Next button.
Click the Finish button.

21

Apply It 1. How many of your Users will need to be set up with access to (privileges in)
more than one Functional Domain?
_____________________________________________________________
_____________________________________________________________
2. After the implementation phase, how do you plan to add new Users to
database? What quality control measures will you put in place to ensure
that new Users are granted appropriate access?

_____________________________________________________________
_____________________________________________________________
following activities.
Explore More Activity 1: Under which Functional Domains and Sub-Domains does the
PM.Employee1 for Taleo Performance User Type have some permissions
activated?
_____________________________________________________________
_____________________________________________________________
Activity 2: Under which Functional Domains and Sub-Domains does the

Onboarding.External User User Type have some permissions activated?
_____________________________________________________________
_____________________________________________________________

 Lesson 4: Group Management
Lesson 4: Group Management
Overview A Group is a collection of users who need to have access to the same
information and possibly be restricted from having access to other requisitions
and candidates. For example, a group of people who work on requisitions for
the same department may all belong to the same Group.
User Groups are unified across products. This means a single User Group can
have access to certain elements of information for Recruiting, and different
aspects of information for Reporting or different Performance modules. A User
Group consists of the users who are linked to the Group and the Coverage
Area specified for the Group.

A Coverage Area is defined as the combination of Domain(s)/Sub-domains
and linked Organizations, Location and Job Functions (OLF) for the group.
Domains are core product areas and include the Performance, Recruiting and
Reporting Products. Within each of these Product Domains are Sub-domains
that represent features within the domain that can be classified for a Group.
OLF Association
You can associate Organizations, Locations, and Job Fields (OLF) to a Group to
limit what the users of the Group can see. For example, if a Group is only
associated to the Location San Francisco, then Users of that Group will:
 Only be able to create requisitions for San Francisco
 Only be able to view requisitions for San Francisco
If a User belongs to more than one Group, then they are able to view or create
requisitions under each Group.
Personal Coverage Area

Users can also have a Personal Coverage Area directly applied to their user
account. A Personal Coverage Area is like a Group for a single user, consisting
of a set of OLFs and Permission Domains.

Overview Candidate Pooling

(continued)
Candidate Pool Segmentation restricts Users' access to see candidates in the
system. This is done by the restricting the candidate search in conjunction with
the OLF associations of a Group.
Users who belong to a Group that has restricted candidate search and OLF
associations will only be able to see candidates in the search results whose OLF
preferences match the Group's OLF. Candidates' preferences are determined
by the requisition(s) they applied to or were matched to, and the OLF selections
in their profile.
A User may also have additional restrictions based on their Hire Type
restrictions (which are determined by User Type). For example, Recruiter 2

may not have permission to see Executive requisitions; therefore, they won't be
able to see candidates who have applied to an Executive requisition.
This allows your organization to secure candidates for dedicated recruiters by

restricting divisional candidate poaching. Organizations can adhere to corporate
standards and the Sarbanes-Oxley Act of 2002 (SOX), as well as adhere to
company data privacy regulations. It is also extremely beneficial for Retail
customers desiring to create regional retail store candidate or talent pools.

1 - Creating a Group
2 - Verifying User Type Permissions
1 - Scenario Your organization has realigned their recruitment activities and asked you to
add a new Group, Campus Recruiting, to support this new structure. The
members of the Campus Recruiting Group will be responsible for all of your
recruiting on Campus. Also, your HR team has decided to segment the Campus
Recruiting pool of candidates from the rest of the database. They have tasked
you to apply the following to the Campus Recruiting Group:
 Restrict Candidate Searching
 Limit the location to California
1 - Creating a To create a Group, complete the following steps.

Group

Step Action
Click the User Groups link.

2

Code = CR-[your initials].
3
Example: CR_JR
Name = Campus Recruiting-[your initials].
4
Example: Campus Recruiting-BCM
5
Locate the Coverage Areas area.

6
First you will select and save the Domains; then you will select the OLF elements of the
Coverage Area.
7 Click the Add link.
Note: You want to provide users who belong to this Group access to Recruiting
8 Requisitions and Search function for candidates with the same OLF as the Group.

Step Action
Locate the Recruiting Domain with the Requisitions Sub-domain.
9 Select the box before the Recruiting-Requisitions item.
Locate the Recruiting Domain with the Search Sub-domain.
10 Select the box before the Recruiting-Search item.

11

12
13 Click the Add link.
Ensure that Refine by = Keyword.

14
Keyword = California.
15
Select the box before the United States-California item.

16

17
18 Result: Location now has California listed.

Step Action
Locate the Group - Campus Recruiting -[your initials] in the breadcrumb trail.
19 Click the Group - Campus Recruiting-[your initials] link.
The last step in the process is to add users to the Group.
Note: You can add users to the Group from here or from within a user's account.
20
Click the Add link.

Search for the user you created earlier.
21
Name = your initials.
22
Select the box before the Jones-[your initials], Anne item.

23

24
2 - Scenario The next step of segmenting your candidate pool is to verify that Recruiters
have the ability to create Campus requisitions. For this scenario, you will
check permissions for Recruiter 3.
2 - Verifying To verify User Type settings, complete the following steps.

User Type
Permissions

Step Action
Search for Recruiter 3 User Type.

3 Name = recruiter 3.
4
Click the staffingwebtop.Recruiter 3 link.

5

6

7
8 Scroll down to view the Requisition Types section.
9 Is Allow access to campus requisitions listed? ______
10 If this were not listed, what would you click to add it? ___________________
Locate the Configuration link in the breadcrumb trail.

Apply It 1. What sorts of User Groups (based upon what common interests) will you
need to create within your system?
_____________________________________________________
_____________________________________________________
2. Does anyone in your organization have such a specialized role that you will
need to create a Personal Coverage Area for him/her?

______________________________________________________________
______________________________________________________________
following activity.
Explore More Activity: How many Users belong to the Main Group? _________

 Lesson 5: Central Configuration - Security
Lesson 5: Central Configuration - Security
Overview The Security area under Central Configuration enables System

Administrators to manage Security Policies, Message Templates related to
access and passwords, and Legal Agreements.
Security Policies
Security Policies allow you configure settings related to the security of the Taleo
Enterprise applications. There are five groups of settings in the Security Policies
area:
 Sign In has two settings that control whether a Forgot Password link

and a Legal Agreement will display to users.
 User Accounts contains settings related to sign-in attempts, email
confirmations, and automatically generated usernames and passwords.
 Password contains settings related to password format requirements,
and the number of days that a password is valid before it must be
changed.
 Forgot Password contains settings related to the events that will occur
when a User needs to retrieve a forgotten password.
 History displays Time and Date, Event, Details, and By (User Name) of
all modifications made to User accounts, Password, Forgot Password
setting.
Message Templates
The Message Templates area of the Security section allows you to change
the languages available and the wording of different security email messages.
These email templates differ depending on an organization's needs. Examples
of standard templates are:
 Standard Notification for a candidate account confirmation
 Standard Notification for a password reset
 Standard Notification for a registration
These messages will help you manage user name and password information for
all the users in Taleo Enterprise.
Legal Agreements
A Legal Agreement is a disclaimer text activated by the System Administrator
and displayed to users when accessing a Taleo solution. Organizations can
create a legal agreement that users must agree to abide by before they can log
in. The text of such agreements typically reminds all users that the computers
they are accessing are government or private industry-owned and must be used
in accordance with good security practices.


1 - Reviewing User Account Security Settings
2 - Reviewing Password Security Settings
3 - Reviewing Forgot Password Settings
4 - Exploring Message Templates
Scenario A new corporate initiative is announced where all security policies will be reviewed
and presented to the Chief Technology Officer. In order to prepare your
presentation, you must review the security policies related to Taleo Enterprise
Edition.

In order to accomplish this you will need to review the following:
 User Account Security Settings
 Password Security Settings
 Forgot Password Settings
1 - Reviewing To review the User Account Security Settings, complete the following steps.
User Account
Security
Settings
Step Action
Locate the Security area.
Click the Security Policies link.
Click the Show link to the right of the User Accounts area.
2
How many times can a person sign in before the account is locked?
3 _____________

Step Action
Will an email be sent to each User after they create an account?
4 _____________
When creating a user account, will a user name be generated automatically?

5 ________________
When creating a user account, will a password be generated automatically?
6 ________________

Click the Hide link.
7
2 - Reviewing To review the Password Security Settings, complete the following steps.
Password
Security
Settings
Step Action
Click the Show link to the right of the Password area.
1
When a user creates a password, how long will it be valid before the user has to reset it?
2 ________________
At least how many characters must be in a password?

3 ________________
4 What is the character limit for the length of a password? ______
Must a password contain a special character such as #, $, or @?
5 ________________

Step Action
Can a password contain the user's User name?
6 ________________

7
3 - Reviewing To review the Forgot Password Settings, complete the following steps.
Forgot

Password
Settings
Step Action
Click the Show link to the right of the Forgot Password area.
1
What method is used in cases when a user forgets her password?

2 ________________
How many attempts at entering an email address can be made?

3 ________________
Will the user's account be locked after too many attempts are made?
4 ________________

5

Scenario A corporate communications representative asks to review the emails that are sent
to users who forget their passwords. She comments that notifications should
include a personalized line at the top such as "To: (Firstname Lastname)"
Note: To preserve data integrity, you will not save your changes in this exercise.
4 - Exploring To explore Message Templates, complete the following steps.

Message
Templates
Step Action
Locate the Security area.

Click the Message Templates link.
2 How many Message Templates are there? ____
3 Are all of the Message Templates active? ____
Click the Standard notification for a registration link.

4
5 Scroll down to the Content area.
Click the Custom Content link to edit the Template.

6
At the top of the paragraph, add two lines above the existing first sentence by pressing
7 Enter twice.
8 Type the word Dear, followed by a space.
You can easily find the desired variable by entering part of the variable name in the
Available Variables field. In this case, you want to find the variable for user's full name to
9 add it to the beginning of the paragraph.
Available Variables = full.

Step Action
Result: All variables that contain the word 'full' display.
10
Triple-click the {Other.UserFullName} variable.
11 Drag the variable after the word Dear.
12 Notice that the variable is included in the email message.

Since we are in the training database, we will not save our changes.
13 Click Cancel

Apply It 1. Does your organization have an already existing legal agreement and security
policies for your internal network or other applications that are widely used
throughout your company? If so, how might this impact your security setting
decisions with the Taleo Enterprise solution?
_______________________________________________________________
_______________________________________________________________
following activity.
Explore More Activity: Check to see if Legal Agreements is set to display. Under what
Security Policy option is this setting? Will a Legal Agreement display?
___________________________________________________________

Explore More Answer Key
Lesson Answer
Organizational Management
Activity 1 Division, Department, Section
Activity 2 Answer varies

User Management
Recruiting-Candidates and Performance-Performance Reviews, Goal Plans,
Activity 1

Career Plans, Development Plans, Employee Profile
Activity 2 Recruiting-Candidates and Onboarding
Group Management
Activity 1 241 - answer may vary
Central Configuration - Security
Activity 1 Under Sign In/No

 Next Steps
Next Steps
Next Classes to Depending on the Taleo Enterprise Applications your organization is

Attend implementing, you would attend one or more of the following classes:
Recruiting: REC-SA101 Taleo (TEE): Essentials of Recruiting Configuration

Performance: TP-SA201 Taleo (TEE): Performance System Administration
Onboarding: OB-SA101 Taleo (TEE): Onboarding Administration
Career Sections: REC-CS101 Taleo (TEE): Building Career Sections for
System Administrators

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Taleo (TEE): Introduction to

Brian Mannor Disclaimer

This document contains proprietary information and is protected by copyright and

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If this documentation is delivered to the United States Government or anyone using

U.S. GOVERNMENT RIGHTS

Course Goals ........................................................................................................................................ 4

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 Navigate Central and Specific Configuration

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Using the Student Guide

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Lesson 1: Configuration Overview

The Configuration menu is divided into two columns - Central

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The Welcome Center

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Overview Release Notes

Oracle Customer Support Portal

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Please complete the following exercise:

3 Enter your User Name and the Password.

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Click the Settings link.

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From the Refine by drop-down menu, select Name.

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Click the Refresh button.

13 Result: All settings containing the word time display.

Click the Time Zone link.

What is the time zone setting for this database?

What is the Security Level for this setting?

18 Click the Product Settings link.

20 Verify that the Refine by drop-down menu is set to Name.

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Click the Refresh button.

Click the Default Theme link.

Click the Edit link.

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Click the Value drop-down menu to view the options.

You will not make a change at this time.

26 Click the Cancel button.

27 Click the Configuration link.

Locate the Resources menu at the top right of the page.

28 Click the Resources menu.

Locate the My Setup Link in the Resources menu.

29 Click the My Setup Link.

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At the top of the page, locate the Configuration tab.

31 Click the Configuration tab.

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Lesson 2: Organizational Management

 Organizations are comprised of elements such as Companies,

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Modifying Organizations, Locations, and Job Fields

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Please complete the following exercises:

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1 - Switching to To switch to Maintenance Mode, complete the following steps.

Click the Operation Modes link.

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