Infor HR Talent Talent Acquisition User Guide

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Talent Acquisition overview

Talent Acquisition roles

Talent Acquisition integration with other applications

Talent Acquisition setup

Infor HR Talent setup

The classic user interface and the SoHo 4 UX user interface

Enabling the SoHo 4 UX web interface

Configuring percent fit calculation and display rules

Creating sources

Creating specific sources

Configuring the shortenURL service

Configuration of the Infor HR Service Delivery interface

Corporate time zone configuration

Setting a corporate time zone to override the server time zone

Time zone setting troubleshooting

Talent Acquisition organization setup

Parameters defined at the Talent Acquisition organization level

Configuring Talent Acquisition organization parameters

Additional setup for internal candidates

Exclude from auto creating internal candidates

Configuring job requisition synchronization rules

Configuring Burning Glass resume parsing

Configuring Talemetry resume and social media profile parsing

Enabling payroll distribution overrides for requisitions

Configuring payroll distribution overrides for requisitions

System-generated resume setup

Enabling system-generated resumes

Viewing system-generated resumes

Accessing the system-generated resume template

Customizing the system-generated resume template

Printing a system-generated resume

Configurable hiring workflow setup

Configurable hiring workflow

Security and roles with configurable hiring workflow

Enabling configurable hiring workflow

Migrating configurable hiring workflow features

Creating a workflow

Creating workflow steps

Adding actions to workflow steps

Assigning automated actions to workflow steps

Assigning communication categories to workflow steps

Assigning disposition reasons to workflow steps

Assigning screening categories and screening packages to workflow steps

Routing candidates to specific workflow steps with eligibility groups

Examples of workflow routing based on group eligibility

Configuring quick movements

Validating workflow quick actions

Using eligibility groups within automations for quick actions

Automating job posting removal

Configuring workflow details

Creating a workflow step for undone hires

Workflow actions triggered by workflow steps

Creating custom actions

Workflow categories

Creating categories for workflow steps

Assigning a workflow step to a workflow category

Workflow changes

Workflows and tasks

Deferring tasks in a workflow

Examples of deferred tasks in workflows

Manager access to workflow steps

Limiting and showing workflow steps

Creating a condition on JobRequisitionWorkflowStep

JobRequisitionWorkflowStep condition examples

Adding or updating a security class for workflow step access

Limiting and showing candidates within workflow steps

Creating a condition on JobApplication

JobApplication condition examples

Adding or updating the HiringManager security class for candidate access

Limiting the move to step menu list

Creating a condition on JobRequisitionWorkflowStep

JobRequisitionWorkflowStep condition examples

Creating a new user list on JobRequisitionWorkflowStep

Configuring move to step

Alerts and notifications setup

Configuring alerts and notifications

Scheduling aging candidate notifications

Scheduling aging requisition notifications

Scheduling job notification alerts

Configurable approval process setup

Approval permissions

Enabling approver templates

Creating a new approver template

Deleting an approver template

Copying an approver template

Deleting an approver

Changing the sequence of approvers on approver templates

Assigning approver templates to requisitions

Assigning approver templates to positions

Requesting updates to approver templates

Configurable job application setup

Configurable job application setup overview

Configurable job application setup sequence

Elements of configurable job application

The candidate experience with configurable job application

The recruiter experience with configurable job application

Enabling the configurable job application

Configurable job application processes

Creating a job application process

Deleting tasks from a job application process

Assigning a job application process to a requisition

Tasks in configurable job application processes

Restricting task eligibility

Creating a form task

Creating a questions task

Creating a content task

Creating an instructions task

Creating a URL task

Creating an attachments task

Creating a behavioral assessment task

Assigning a behavioral assessment task to job applications

Calculation methods for tasks

Creating calculation methods

Forms for configurable job application processes

Standard forms for configurable job application processes

Editing instructions on standard configurable job application forms

Custom forms for configurable job application processes

Creating custom forms for configurable job application

Uploading files for custom forms

Content for configurable job application processes

Creating content for configurable job application processes

Defining and maintaining job application ranks

Configuring the header on the job application PDF

Recruiter setup

Defining recruiters

Activating or inactivating recruiters

Deleting recruiters

System-defined variables for templates

System-defined variables for requisition-level email templates

Inserting variables into templates

Document templates

Uploading document templates for Talent Acquisition

Logos and banners in templates

Adding a document logo to the logo library

Adding logos and banners to templates

Setting up logos and banners for organization units

Setting up logos and banners for locations

Email and note templates

Defining email templates

Defining job notification email templates

Updating email templates

Copying email templates

Deleting email templates

Defining note templates

Updating note templates

Copying note templates

Deleting note templates

Communication categories for email and note templates

Defining communication categories

Deleting communication categories

Job posting templates

Defining and maintaining job posting templates

Associating job posting templates with requisitions

Logos and banners in job posting templates

Adding logos or banners to job posting templates

Previewing banners or logos within job postings

Offer letter templates

Enabling offer letter templates

Creating offer letter templates

Updating offer letter templates

Copying offer letter templates

Deleting offer letter templates

Adding a signature to the candidate offer form

Document logos in offer letter templates

Adding logos to offer letter templates

Viewing logos in final offer letters

Offer letter paragraphs

Configured variables in offer letter paragraphs

Accessing variables in offer letter paragraphs

Configuring variables for offer letter paragraphs

Adding a pay rate or allowance variable

System-defined variables in offer letter paragraphs

Creating offer letter paragraphs

Updating offer letter paragraphs

Copying offer letter paragraphs

Deleting offer letter paragraphs

Creating offer letter paragraph categories

Assigning categories to offer letter paragraphs

Adding offer letter paragraphs to offer letter templates

Using the helper to add offer letter paragraphs to offer letter templates

Talent agreement forms setup

Talent agreements

Defining talent agreement forms

Updating consent agreement or acknowledgment forms

Deleting consent agreement or acknowledgment forms

Talent Acquisition widget setup

Setting up the Candidate Alerts widgets

Setting up the Recruiting News widget

Setting up the Recruiting Links widget

Configurable text setup

Defining candidate wizard text

Defining job application wizard text

Symmetry tax form configuration

Enabling employee access to Symmetry tax forms

Specifying Symmetry tax forms

Job board setup

Job boards and job posting rules

Defining job boards

Limiting job applications from a candidate

Defining job posting rules

Updating job posting rules

Deleting job posting rules

Adding job boards to a job posting rule

Locations and locations of jobs

Defining locations of jobs

Maintaining locations of jobs

External job board setup

Job board setup with Candidate Experience

Enabling the Candidate Experience

Creating a job board with Candidate Experience

Configuring a welcome message

Configuring threading for welcome emails

Resending initiating emails for incomplete candidate programs

Candidate security class maintenance

Updating the candidate security class for the CandidateSpace.zip

Updating the candidate security class for Candidate Experience

Options for sharing job posting in external and third-party job boards

Configuring sharing options for a job posting in new external and third-party job boards

Configuring sharing options for a job posting in existing external and third-party job boards

Candidate Experience and Candidate Space integration

Editing the CandidateSpace.zip file

Editing CandidateSpace.zip previous versions - content.html

Editing CandidateSpace.zip previous versions - application.js

Editing CandidateSpace.zip previous versions - applicationUi.js

Editing CandidateSpace.zip previous versions - mobileApply-ui.js

Job board setup with Candidate Space

Candidate Space user interface configuration

CandidateSpace.zip monthly maintenance

The CandidateSpace.zip folder structure

The Candidate Space home page

Uploading the CandidateSpace.zip to job boards

Replacing the CandidateSpace.zip file

Configuring WebSphere to support PNG images

Header and background area customization

Customizing your corporate logo

Integrating your organization menu into the header area

Customizing the background image

Changing the Candidate Space font family

Changing the Candidate Space color theme

Modifying the Candidate Space map option

Candidate Space translations

Editing translations of an existing locale

Adding new translatable text to Candidate Space

Editing English text in CandidateSpace.zip

Removing languages from Candidate Space

Customizing the help text in Candidate Space

Enabling social share for Candidate Space

Configuring external job boards for job scraping

Removing the job listings tab on Candidate Space

Configuring the cookie banner

Enabling the cookie banner

Disabling functional cookies until the user accepts

Disabling functional cookies even if the user accepts

Changing cookie banner text

Showing and hiding common areas of the job board

Hiding the preferences tab

Hiding fields in preferences

Mobile Candidate Space configuration

Enabling mobile Candidate Space for an organization

Enabling mobile Candidate Space for a job board

Customizing the mobile Candidate Space

Creating a single job posting for a requisition

Creating multiple job postings for a requisition with a job rule

Posting requisitions to job boards

Removing job postings

LinkedIn Basic Jobs setup

Enabling LinkedIn Basic Jobs

LinkedIn Basic Jobs configuration

Setting up Job Boards for use with LinkedIn Basic Jobs

Generating a link for the XML feed for LinkedIn Basic Jobs

Loading industry codes for LinkedIn Basic Jobs

Screening setup

Creating assessment vendors

Creating assessment packages

Creating assessments for assessment packages

Background checks

Creating background check vendors

Creating background check packages

Defining background checks for a background check package

Screening categories

Creating screening categories

Integration of screening requests with third-party vendors

Interview setup

Defining and maintaining interview types

Defining and maintaining interview statuses

Defining and maintaining interview results

Defining and maintaining interview scheduling

Advanced interview scheduling

Enabling advanced interview scheduling

Configuring advanced interview scheduling

Creating an interview scheduling template

Setting up default interview reminders

Creating the default values of interview types

Self-identification setup

Defining text for self identification components

Defining self identification configurations

Defining recruiting questions

Profile questions

Defining profile questions

Defining question sets

Assigning question sets to positions

Assigning questions sets to job records

Assigning question sets to organizations

Adding standalone questions to question sets

Changing the display order of question sets

Question categories

Defining question categories

Adding question categories to question sets

Conditional questions

Enabling conditional questions

Creating conditional questions in the question catalog

Creating conditional questions in profile questions

Creating conditional questions for requisitions

Defining candidate tags

Defining Do Not Hire action reasons

Disposition reasons

Defining and maintaining candidate disposition reasons

Dashboard panel setup

Candidate profile dashboard panels

Enabling dashboard panels on the candidate profile

Enabling dashboard panels on the job application

Requisition dashboard panels

Enabling requisition dashboard panels

The requisitions dashboard filtered view

Enabling the requisitions dashboard filtered view

Span of control setup

Building lists of available positions with span of control

Rebuilding lists of available positions with span of control

Manually adding available positions

Position default updates setup

Enabling position default updates

Enabling position update defaults on hire

Removing specific fields from position defaulting rules

Attachment types

Defining attachment types

Setting the maximum size of attachment files

Configuration of Infor Ming.le widgets

Requisition process overview

Defaulting values for requisitions and job applications

Defining reasons for opening a requisition

Creating requisition cost reasons

Requisition creation

Creating requisitions

Creating a requisition from a copy

Adding a description to a job requisition

Questions on requisitions

Adding a question set to a requisition

Adding questions from the question catalog to a requisition

Adding questions to a requisition

Viewing candidate responses to questions in a job application

Adding notes to requisitions

Adding document attachments to requisitions

Adding expenses to requisitions

Defining overrides for a requisition

Locating requisitions

Deleting requisitions

Requisition statuses

Changing the status of a requisition

Requisition approval

Requesting approval for draft requisitions

Approving draft requisitions

Approving draft requisitions manually

Requesting updates to requisitions

Adding ad hoc approvers to requisitions

Removing ad hoc approvers from requisitions

Additional positions on requisitions

Enabling additional positions on requisitions

Creating additional positions on requisitions

Auto create requisition upon vacated position

Enabling auto create requisition upon vacated position

Specifying email notifications for automatically created requisitions

Candidates and job applications

The candidate pool

Searching candidates in the candidate pool

Viewing and updating candidate information

Adding an external candidate

Applying to positions for candidates

Attaching a candidate to a requisition

Identifying duplicate candidates

Uploading resumes in Candidate Experience

Uploading resumes as a document attachment in the candidate profile

Uploading resumes during job application

Burning Glass resume parsing

Supported document types for resume parsing with Burning Glass

Supported languages for resume parsing with Burning Glass

Verifying Burning Glass automatic updates

Updating Burning Glass resume parsing

Configuring HTML resume generation

Talemetry resume parsing

Supported document types for resume parsing with Talemetry

Supported languages for resume parsing with Talemetry

Defining a Talemetry user in Talent Acquisition

Removing unprocessed Talemetry records

Enabling multiple locations and nationwide indicators in Talemetry

Resume parsing errors

Viewing parsing messages

Correcting parsing errors

Candidate passwords

Enabling candidate password resets

Specifying candidate passwords

Generating candidate passwords

Verifiable credentials

Viewing and verifying verifiable credentials on the Requisitions page

Viewing and verifying verifiable credentials in the candidate pool

Viewing and verifying verifiable credentials in the candidate's talent profile

Verification and reverification of candidate's career credentials

Tracking verification and reverification of verifiable credentials

Candidate management in Classic mode

The recruiter's Today view

The recruiter's Requisitions view

Candidate selection

Viewing candidate resumes in Classic mode

Reviewing and updating job applications

Assigning ranks to job applications

Sending emails that use a template

Sending emails from attachments

Creating candidate notes

Adding document attachments to job applications

Modeling a percent fit for a candidate

Mass recalculating percent fit for all job applications

Moving job applications through the selection processes

Dispositioning candidates

Mass dispositioning candidates

Interview setup and processing

Candidate interviews

Scheduling an interview from a job application

Creating a meeting from a job application

Sending online interview questions

Updating interview statuses

Sending mass emails to candidates or job applicants

Sending mass emails to candidates

Sending mass e-mails to a dynamic group of job applicants

Sending e-mails to selected job applicants

Sending multiple resumes with one e-mail

Candidate management with configurable hiring workflow

Overview of processing candidates with configurable hiring workflow

Associating a workflow with a requisition

Monitoring your workload with configurable hiring workflow

The recruiter's Today view with configurable hiring workflow

The recruiter's Requisitions view with configurable hiring workflow

Candidate profile dashboard panels

Candidate profile actions

Adding documents to candidate profiles

Adding attachments to candidate profiles

Adding notes to candidate profiles

Attaching candidates to additional requisitions

Calculating a candidate's fit with a requisition

Setting a candidate to Do Not Hire

The recruiter's Workflows view with configurable hiring workflow

Viewing historical candidate information

Viewing candidate notes from a workflow

Creating candidate notes from a workflow

Reinstating a withdrawn candidate into a workflow

Workflow actions that can be manually triggered

Manually triggering workflow actions from the Requisitions dashboard

Manually triggering workflow actions from the Workflows menu

Manually triggering workflow actions from a candidate card

Moving, holding, and dispositioning candidates in workflows

Candidate and job application import record errors

Resolving import record errors

Requisition-level emails

Sending requisition-level emails

Sending requisition-level correspondence

Emailing candidate resumes

Defining an offer

Creating an offer letter

Changing the status of an offer

Requesting offer reviews

Defining a job offer filter for a recruiter

Viewing job offers

Creating interview teams

Scheduling an interview

Using advanced interview scheduling

Viewing interview schedules on a job application

Candidate screening

Candidate screening

Screening packages

Auto assigning screening packages

Auto assigning screening packages to candidates

Auto assigning screening packages to resources

Assigning screening packages to individual candidates

Assigning screening packages to individual resources

Mass assigning screening packages to candidates

Mass assigning screening packages to resources

Sending screening packages to vendors

Sending screening packages for individual candidates

Sending screening packages for individual resources

Mass send screening packages to vendors

Mass sending screening packages for candidates

Individual screening results requests

Requesting screening package results for candidates

Requesting screening package results for resources

Mass screening results requests

Mass requesting screening results for candidates

Mass requesting screening results for resources

Posting screening results manually

Reference checks

Requesting references

Adding reference information

Tracking the reference verification process

Defining reference statuses

Offer process overview

Offer definition requests

Requesting to define an offer

Approving offers

Creating offer letters as a recruiter

Previewing offer letters

Recruiter offer letter editing permissions

Setting a default offer letter template for a position

Setting a default offer letter template for a requisition

Emailing job offers to candidates

Changing the status of an offer

Legacy employment contracts

Creating legacy employment contract documents

Using employment contracts as job offers

Defining and routing offers with legacy employment contracts

Emailing legacy employment contracts

Offer review cycle

Adding offer review instructions

Adding offer review validation

Candidate acquisition and transition

External candidate hires

Hiring external candidates

Resource rehires

Rehiring resources

Internal candidate transfers

Transferring internal candidates

Internal candidate promotion

Promoting internal candidates

Work assignment addition

Adding work assignments to internal candidates

Candidate transition

The preboarding process

Creating a transition program

Talent Acquisition standard reports and lists

Infor HR Talent reporting capabilities

Talent Acquisition reports

Landmark Embedded Analytics cubes

Recruiting Costs reports

Recruitment Activity reports

Time To Fill reports

Candidate analysis reports

Assessments and background checks

Assessment and background check processes

AssessmentOrder.lpd

Implementation consideration for assessment requests

Variables interfaced to the Assessment Vendor (Send Request Package)

Vendor acknowledgment

AssessmentResult.lpd

Implementation considerations for assessment results

Variables interfaced to the Assessment Vendor (RequestResults)

Assessment results received

BackgroundCheck.lpd

Implementation considerations for background check requests

Variables interfaced to the Background Check Vendor (SendingScreeningPackage)

Background check vendor acknowledgment

BackgroundReport.lpd

Implementation considerations for background check reports

Variables interfaced to the Background Check Vendor (RequestResults)

Background check results received

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