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Oracle Taleo Performance Cloud Service Administration Guide, version 6

Part Number: E37823-08

Copyright 2012, 2013, Oracle and/or its affiliates. All rights reserved.

Tami Taylor, Charles Frakes, Dallas Bryan, Josee Lavoie

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Preface

Technical Configuration and Software Performance....................................................................2

Administration Guide Revision History......................................................................................... 3

Getting Started

Taleo Performance Administration Basics................................................................................... 5Navigation Bar......................................................................................................................................... 5

Breadcrumb Trail..................................................................................................................................... 5

Recently Viewed Items............................................................................................................................5

More Info..................................................................................................................................................5

History...................................................................................................................................................... 5

Language Configuration...........................................................................................................................6

Selector Windows.................................................................................................................................... 6

Formatting Text in a Rich Text Editor Box............................................................................................. 6

Session Timeout Notification Process.....................................................................................................7

Taleo Regional Settings............................................................................................................... 9Regional Settings.....................................................................................................................................9

Taleo Performance Setting Management...................................................................................13Taleo Performance Product Settings.................................................................................................... 13

Corporate Branding................................................................................................................................22

Defining the Application Color Theme.................................................................................................. 23

Changing the Company Logo............................................................................................................... 23

Spell Check............................................................................................................................................24

Enabling the Spell Check Feature........................................................................................................ 24

Disabling the Spell Check Feature....................................................................................................... 24

Creating the Legal Agreement to be Shown to Users at Log In.......................................................... 25

Activating the Legal Agreement............................................................................................................ 25

Displaying the Legal Agreement to Users at Log In.............................................................................26

Product Resources..................................................................................................................... 27Application Label Customization........................................................................................................... 27

Displaying Resource Identifiers............................................................................................................. 29

Displaying Resource Identifiers in Taleo Performance......................................................................... 29

Hiding Resource Identifiers................................................................................................................... 30

Removing History Elements....................................................................................................... 31

User Account Administration

User Account Management........................................................................................................ 35User Account......................................................................................................................................... 35

Creating a User Account.......................................................................................................................36

Editing a User Account......................................................................................................................... 36

Generating a Password for a User Account.........................................................................................36

Locking a User Account........................................................................................................................ 37

Deactivating a User Account.................................................................................................................37

Transferring Work Items........................................................................................................................37

Transferring an Employee's User Account Information.........................................................................38

Delegating Work Items.......................................................................................................................... 38

Deleting a User Account....................................................................................................................... 39

Viewing a User Account........................................................................................................................39

User Type Management............................................................................................................. 40User Type.............................................................................................................................................. 40

Taleo Performance User Permissions...................................................................................................40

Default User Types................................................................................................................................41

Configuring User Types.........................................................................................................................42

Default User Type Permissions.............................................................................................................44

List of Taleo Performance User Type Permissions.............................................................................. 52

User Group Management........................................................................................................... 61User Group............................................................................................................................................ 61

Creating a User Group..........................................................................................................................61

Adding a User to a User Group........................................................................................................... 62

Adding a Coverage Area to a User Group...........................................................................................62

Deleting a User Group.......................................................................................................................... 63

Removing a User from a User Group.................................................................................................. 63

Coverage Area Management..................................................................................................... 64Coverage Area.......................................................................................................................................64

Adding a Coverage Area to a User Group...........................................................................................64

Adding Organizations, Locations and Job Fields to a Coverage Area................................................. 64

Removing a Coverage Area from a User Group..................................................................................65

Removing Organizations, Locations and Job Fields from a Coverage Area.........................................65

Organizational Structure Administration

Organizations, Locations, Job Fields......................................................................................... 67Fundamental Data Structure: Organization-Location-Job Field............................................................ 67

Mapping..................................................................................................................................................68

Structure Management.......................................................................................................................... 69

Creating the Organization-Location-Job Field Structure....................................................................... 69

Adding a Level to the Organization-Location-Job Field Structure.........................................................69

Editing a Level in the Organization-Location-Job Field Structure.........................................................70

Deleting a Level in the Organization-Location-Job Field Structure.......................................................70

Element Management............................................................................................................................70

Creating an Element for the Organization-Location-Job Field Structure...............................................70

Editing an Element in the Organization-Location-Job Field Structure...................................................71

Moving an Element in the Organization-Location-Job Field Structure..................................................71

Deleting an Element.............................................................................................................................. 71

Adding an Element to the Location or Job Field Structure...................................................................72

Element Deactivation............................................................................................................................. 72

Deactivating an Organization, Location or Job Field Element.............................................................. 72

Deactivating an Organization, Location or Job Field Element While Displayed....................................73

Organization-Location-Job Field Behavior of Deactivated Elements.................................................... 73

Business Organization Management..........................................................................................80Business Organization Structure Management.....................................................................................80

Creating Levels in the Business Organization Structure...................................................................... 80

Editing the Business Organization Structure........................................................................................ 80

Deleting a Business Organization Level............................................................................................... 80

Business Organization Element Management...................................................................................... 80

Editing a Business Organization Element.............................................................................................81

Creating a Child for the Business Organization................................................................................... 81

Moving a Child to Another Business Organization............................................................................... 81

Activating a Child...................................................................................................................................81

Editing a Child....................................................................................................................................... 81

Deactivating a Child.............................................................................................................................. 82

Deleting a Child..................................................................................................................................... 82

Competency Administration

Working with Competencies....................................................................................................... 84Competency........................................................................................................................................... 84

Editing a Competency........................................................................................................................... 84

Adding a Context-Specific Definition to a Competency........................................................................ 85

Editing a Competency's Definition.........................................................................................................86

Activating a Competency.......................................................................................................................86

Third Party Vendor Competency Support............................................................................................. 87

Competency Fields................................................................................................................................ 87

Working with Competency Groups.............................................................................................91Competency Group................................................................................................................................91

Creating a Competency Group............................................................................................................. 91

Associating a Group to a Competency.................................................................................................92

Deleting a Competency Group..............................................................................................................92

Competency Group Fields.....................................................................................................................93

Working with Competency Categories....................................................................................... 94Competency Category........................................................................................................................... 94

Creating a Competency Category.........................................................................................................94

Associating a Category to a Competency............................................................................................ 95

Associating a Competency to a Category............................................................................................ 95

Deleting a Competency Category......................................................................................................... 96

Competency Category Fields................................................................................................................ 96

Working with Sub-Competencies................................................................................................97Sub-Competency....................................................................................................................................97

Adding a Sub-Competency to a Competency.......................................................................................97

Editing a Sub-Competency....................................................................................................................97

Deleting a Sub-Competency..................................................................................................................98

Sub-Competency Fields.........................................................................................................................99

Working with Competency Definition Contexts........................................................................ 100Competency Definition Context........................................................................................................... 100

Competency Definition Contextualization............................................................................................ 100

Competency Context........................................................................................................................... 100

Creating a Competency Definition Context.........................................................................................101

Editing a Competency Definition Context........................................................................................... 101

Activating a Competency Definition Context.......................................................................................102

Duplicating a Competency Definition Context.....................................................................................102

Deleting a Competency Definition Context......................................................................................... 103

Competency Definition Context Fields................................................................................................ 103

Working with Rating Models.....................................................................................................107Rating Model........................................................................................................................................107

Creating a Rating Model..................................................................................................................... 107

Editing a Rating Model........................................................................................................................108

Duplicating a Rating Model................................................................................................................. 108

Activating a Rating Model................................................................................................................... 109

Adding a Rating Model to a Competency...........................................................................................109

Deleting a Rating Model......................................................................................................................110

Rating Model Fields.............................................................................................................................110

Working with Guidance Plans.................................................................................................. 112Guidance Plan..................................................................................................................................... 112

Creating a Guidance Plan - Properties...............................................................................................112

Populating a Guidance Plan - BAR Ratings and Writing Suggestions............................................... 113

Editing a Guidance Plan..................................................................................................................... 113

Duplicating a Guidance Plan...............................................................................................................114

Activating a Guidance Plan.................................................................................................................114

Deleting a Guidance Plan................................................................................................................... 115

Guidance Plan Fields.......................................................................................................................... 115

Job Role Administration

Working with Job Roles........................................................................................................... 118Job Role...............................................................................................................................................118

Viewing a Job Role............................................................................................................................. 118

Creating a Job Role............................................................................................................................ 118

Editing a Job Role...............................................................................................................................119

Duplicating a Job Role........................................................................................................................ 119

Activating a Job Role.......................................................................................................................... 120

Deactivating a Job Role...................................................................................................................... 120

Deleting a Job Role.............................................................................................................................121

Job Role Fields....................................................................................................................................121

Working with Job Role Contexts..............................................................................................124Job Role Context.................................................................................................................................124

Viewing a Job Role Context............................................................................................................... 124

Creating a Job Role Context.............................................................................................................. 124

Editing a Job Role Context................................................................................................................. 125

Duplicating a Job Role Context.......................................................................................................... 125

Activating a Job Role Context............................................................................................................ 126

Deactivating a Job Role Context........................................................................................................ 126

Deleting a Job Role Context...............................................................................................................126

Job Role Context Fields......................................................................................................................127

Working with Job Profile Classifications.................................................................................. 128Job Profile Classification..................................................................................................................... 128

Viewing a Job Profile Classification.................................................................................................... 128

Creating a Job Profile Classification................................................................................................... 128

Editing a Job Profile Classification......................................................................................................129

Adding an Organization to a Job Profile Classification.......................................................................129

Adding a Location to a Job Profile Classification............................................................................... 130

Adding a Job Field to a Job Profile Classification..............................................................................130

Adding a Job Level to a Job Profile Classification............................................................................. 130

Duplicating a Job Profile Classification...............................................................................................131

Activating a Job Profile Classification................................................................................................. 132

Deactivating a Job Profile Classification............................................................................................. 132

Deleting a Job Profile Classification................................................................................................... 132

Job Profile Classification Fields.......................................................................................................... 133

Working with Job Positions...................................................................................................... 135Job Position......................................................................................................................................... 135

Viewing a Job Position........................................................................................................................135

Creating a Job Position.......................................................................................................................135

Editing a Job Position......................................................................................................................... 136

Duplicating a Job Position...................................................................................................................136

Activating a Job Position.....................................................................................................................137

Deactivating a Job Position.................................................................................................................137

Deleting a Job Position....................................................................................................................... 137

Job Position Fields.............................................................................................................................. 138

Correspondence and Feedback Administration

Working with Message Documents.......................................................................................... 141Documents and Paragraphs................................................................................................................141

Working with Message Templates........................................................................................... 145Message Template.............................................................................................................................. 145

Viewing a Message Template............................................................................................................. 145

Creating a Message Template............................................................................................................ 146

Editing a Message Template...............................................................................................................146

Previewing a Message Template........................................................................................................ 147

Activating a Message Template.......................................................................................................... 147

Deactivating a Message Template......................................................................................................147

Deleting a Message Template............................................................................................................ 148

Message Template Fields................................................................................................................... 148

Message Document and Message Template Variables......................................................................150

Working with Feedback Correspondence................................................................................ 167Setting Feedback Requests and Responses......................................................................................167

Configuring Feedback..........................................................................................................................167

Feedback Approval.............................................................................................................................. 169

Employee Management Administration

Employee Reconcile Feature................................................................................................... 172

Working with Team Management.............................................................................................173Team Management..............................................................................................................................173

Enabling Team Management.............................................................................................................. 173

Defining the Job Position Behavior.....................................................................................................174

Configuring Team Management.......................................................................................................... 174

Matrix Management............................................................................................................................. 175

Team Management Fields...................................................................................................................179

Configuring Talent Profiles....................................................................................................... 181To Configure the Talent Profile...........................................................................................................181

Configuring Talent Profile Sections.....................................................................................................181

Configuring Talent Profile Competencies............................................................................................186

Deleting Rated Competencies.............................................................................................................187

Configuring User-Defined Fields for the Talent Profile....................................................................... 188

Employee Photo Upload...........................................................................................................192

Employee Metrics..................................................................................................................... 193Showing Rating Metrics as Real Values.............................................................................................194

Ratings Displayed as Actual Values................................................................................................... 195

To configure Employee Metrics Permissions......................................................................................196

Employee Metrics Fields..................................................................................................................... 196

Customizable Metrics................................................................................................................199To Customize Metric Values............................................................................................................... 203

Talent Search............................................................................................................................205Configuring Talent Search...................................................................................................................205

Talent Browser..........................................................................................................................209To configure the Talent Browser.........................................................................................................209

Configuring Filters.....................................................................................................................211

Attachments...............................................................................................................................212

Talent Snapshot........................................................................................................................214

Native Reporting....................................................................................................................... 217

Showing Compensation Data in Taleo Performance............................................................... 220

Taleo Performance and Recruiting Unification.........................................................................222

Performance Management Administration

Configuring Performance Management....................................................................................224Performance Review Management View............................................................................................ 224

Defining the Performance Review Management View........................................................................225

Creating a Chart.................................................................................................................................. 225

Making Charts Available to Users.......................................................................................................226

Creating a Matrix................................................................................................................................. 227

Making Matrices Available to Users....................................................................................................228

Using Performance Review Administration.............................................................................. 230Performance Review............................................................................................................................230

Review - Goal Plan Synchronization.................................................................................................. 230

Employee and Manager Collaboration................................................................................................232

Rating................................................................................................................................................... 233

Review Rating Rounding Mechanism................................................................................................. 233

Weighting..............................................................................................................................................234

Configuring a Performance Review.................................................................................................... 235

Defining a Review Form......................................................................................................................236

Defining a Review Cycle..................................................................................................................... 237

Calibrating Performance Reviews....................................................................................................... 237

Employee Metric Calibration................................................................................................................240

Review Transfer...................................................................................................................................243

Review Auto Saving............................................................................................................................ 243

Review Workflow Restart.................................................................................................................... 244

Filtering Reviews..................................................................................................................................245

Review Batch Actions..........................................................................................................................246

Chart Mode.......................................................................................................................................... 248

Collaborators Participating in Review Writing..................................................................................... 249

Working with Review Definitions.............................................................................................. 252Review Definition................................................................................................................................. 252

Viewing a Review Definition................................................................................................................252

Creating a Review Definition...............................................................................................................252

Defining the Overall Rating Display Format........................................................................................253

Target Ratings Showing In Performance Reviews............................................................................. 253

Duplicating a Review Definition...........................................................................................................254

Editing a Review Definition................................................................................................................. 255

Activating a Review Definition.............................................................................................................255

Deactivating a Review Definition.........................................................................................................256

Deleting a Review Definition............................................................................................................... 256

Review Definition Fields...................................................................................................................... 256

Working with Review Sections................................................................................................. 262Review Section.................................................................................................................................... 262

Viewing a Review Section...................................................................................................................262

Creating a Review Section..................................................................................................................262

Duplicating a Review Section..............................................................................................................263

Adding a Review Section.................................................................................................................... 263

Editing a Review Section.................................................................................................................... 264

Editing the Weight of a Review Section............................................................................................. 264

Creating a User-Defined Field for a Custom Review Section.............................................................265

To Create a User-Defined Selection List............................................................................................ 265

Adding a Custom Field to a Review Section......................................................................................266

Reordering Review Sections............................................................................................................... 267

Deleting a Review Section.................................................................................................................. 267

Review Section Fields......................................................................................................................... 268

Working with Review Section Templates.................................................................................275Review Section Template....................................................................................................................275

Viewing a Review Section Template.................................................................................................. 275

Creating a Review Section Template................................................................................................. 275

Duplicating a Review Section Template............................................................................................. 276

Editing a Review Section Template.................................................................................................... 276

Activating a Review Section Template................................................................................................277

Deactivating a Review Section Template........................................................................................... 277

Deleting a Review Section Template..................................................................................................278

Review Section Fields......................................................................................................................... 278

Working with Review Section Items.........................................................................................285Section Item.........................................................................................................................................285

Viewing a Section Item....................................................................................................................... 285

Creating a Section Item...................................................................................................................... 285

Duplicating a Section Item.................................................................................................................. 286

Adding a Section Item.........................................................................................................................286

Editing a Section Item......................................................................................................................... 287

Auto-Populating Competencies on Reviews....................................................................................... 287

Editing the Weight of a Section Item..................................................................................................288

Reordering Section Items.................................................................................................................... 289

Deleting a Section Item.......................................................................................................................289

Section Item Fields..............................................................................................................................289

Working with Review Text........................................................................................................291Review Text......................................................................................................................................... 291

Viewing a Review Text........................................................................................................................291

Creating a Review Text.......................................................................................................................291

Duplicating a Review Text.................................................................................................................. 292

Editing a Review Text......................................................................................................................... 292

Activating a Review Text.....................................................................................................................293

Deactivating a Review Text.................................................................................................................293

Deleting a Review Text....................................................................................................................... 294

Review Text Fields.............................................................................................................................. 294

Working with Contextualized Values........................................................................................ 296Contextualized Value........................................................................................................................... 296

Viewing a Contextualized Value..........................................................................................................296

Creating a Contextualized Value.........................................................................................................296

Editing a Contextualized Value........................................................................................................... 297

Deleting a Contextualized Value......................................................................................................... 297

Adding a Rater Type........................................................................................................................... 298

Removing a Rater Type...................................................................................................................... 298

Adding a Review Status......................................................................................................................299

Removing a Review Status.................................................................................................................299

Contextualized Value Fields................................................................................................................ 299

Working with Review Cycles.................................................................................................... 301Review Cycle....................................................................................................................................... 301

Viewing a Review Cycle......................................................................................................................301

Creating a Review Cycle.....................................................................................................................301

Duplicating a Review Cycle.................................................................................................................302

Editing a Review Cycle....................................................................................................................... 302

Deleting a Review Cycle..................................................................................................................... 302

Review Cycle Fields............................................................................................................................ 303

Working with Review Groups................................................................................................... 304Review Group...................................................................................................................................... 304

Viewing a Review Group.....................................................................................................................304

Creating a Review Group....................................................................................................................304

Duplicating a Review Group................................................................................................................305

Editing a Review Group...................................................................................................................... 305

Deleting a Review Group.................................................................................................................... 306

Review Group Fields........................................................................................................................... 306

Working with Review Group Constraints..................................................................................307Review Group Constraint.................................................................................................................... 307

Viewing a Review Group Constraint................................................................................................... 307

Creating a Review Group Constraint.................................................................................................. 307

Editing a Review Group Constraint.....................................................................................................308

Previewing the Review Group Employee List.....................................................................................309

Removing a Review Group Constraint................................................................................................309

Review Group Constraint Fields......................................................................................................... 309

Working with Review Requests................................................................................................312Review Request...................................................................................................................................312

Process Definition................................................................................................................................ 312

Process Definition Parameter..............................................................................................................313

Viewing a Review Request................................................................................................................. 313

Creating a Review Request................................................................................................................ 314

Defining the Approver of a Performance Review............................................................................... 315

Duplicating a Review Request............................................................................................................ 316

Editing a Review Request...................................................................................................................316

Activating a Review Request.............................................................................................................. 317

Deactivating a Review Request.......................................................................................................... 317

Deleting a Review Request.................................................................................................................317

Review Request Fields........................................................................................................................318

Working with Review Request Groups.................................................................................... 325Review Request Group....................................................................................................................... 325

Viewing a Review Request Group...................................................................................................... 325

Creating a Review Request Group..................................................................................................... 325

Editing a Review Request Group........................................................................................................326

Deleting a Review Request Group..................................................................................................... 327

Review Request Group Fields............................................................................................................ 327

Goal Management Administration

Working with Business Themes............................................................................................... 330Business Theme.................................................................................................................................. 330

Viewing a Business Theme.................................................................................................................330

Creating a Business Theme................................................................................................................330

Duplicating a Business Theme............................................................................................................331

Editing a Business Theme.................................................................................................................. 331

Activating a Business Theme..............................................................................................................331

Deactivating a Business Theme..........................................................................................................332

Deleting a Business Theme................................................................................................................ 332

Business Theme Fields....................................................................................................................... 332

Working with Business Periods................................................................................................334Business Period................................................................................................................................... 334

Viewing a Business Period................................................................................................................. 334

Creating a Business Period.................................................................................................................334

Duplicating a Business Period............................................................................................................ 335

Editing a Business Period................................................................................................................... 335

Activating a Business Period...............................................................................................................336

Deactivating a Business Period.......................................................................................................... 336

Deleting a Business Period.................................................................................................................336

Business Period Fields........................................................................................................................337

Working with Goal Plan Templates..........................................................................................339Goal Plan Template.............................................................................................................................339

Employee Goal.................................................................................................................................... 339

Competency Goal................................................................................................................................ 342

Sub-competency Goal......................................................................................................................... 344

Sub-Goal Functionality.........................................................................................................................344

Goal Plan Approval Workflow............................................................................................................. 344

Goal Creation through Alignment........................................................................................................345

Goal Creation by Copy........................................................................................................................346

Goal Creation using SMART Assistant...............................................................................................348

Batch Goal Assignment.......................................................................................................................349

Goal Related Tasks.............................................................................................................................351

Creating a Goal Plan Template.......................................................................................................... 352

Creating Goal Instruction Text............................................................................................................ 353

Allowing Managers to Assign Goals................................................................................................... 353

Enabling Goal Creation by Copying Existing Goals........................................................................... 354

Enabling the Goal Creation Assistant................................................................................................. 354

Defining an Approval Workflow........................................................................................................... 355

Defining Which Fields to Display in the Goal Plan.............................................................................356

Editing the Display of Standard Fields................................................................................................356

Defining Goal Field Value Propagation...............................................................................................357

Defining Goal Field Changes Requiring Approval.............................................................................. 357

Editing a Goal Plan Template.............................................................................................................358

To Create a User-Defined Field..........................................................................................................359

To Create a User-Defined Selection List............................................................................................ 359

Adding a User-defined Field to a Template........................................................................................360

Editing a Template Custom Field........................................................................................................360

Reordering Template Custom Fields...................................................................................................361

Activating a Goal Plan Template........................................................................................................ 361

Goal Plan Template Fields..................................................................................................................362

Succession Planning Administration

Working with Succession Plan Templates............................................................................... 370Default Succession Plan Template..................................................................................................... 370

Defining the Default Succession Plan Template.................................................................................370

Setting the properties for the Succession Plan Template...................................................................370

Defining an Approval Workflow........................................................................................................... 371

Associating a Matrix to a Succession Plan Template.........................................................................372

Succession Nominations...........................................................................................................373

Working with Matrices.............................................................................................................. 374Matrix Mode......................................................................................................................................... 374

Creating a Matrix................................................................................................................................. 375

Employee Metric Calibration................................................................................................................376

Matrix Fields.........................................................................................................................................379

Development Planning Administration

Configuring Development Planning.......................................................................................... 382Development Planning.........................................................................................................................382

Development Activity Search...............................................................................................................384

Mentoring..............................................................................................................................................386

Enabling Development Planning......................................................................................................... 387

Printable Development Plan................................................................................................................ 388

Defining the Development Plan................................................................................................391Development Plan Template............................................................................................................... 391

Defining the Default Development Plan Template..............................................................................391

Development Plan Template Field Descriptions................................................................................. 392

To Create a User-Defined Field..........................................................................................................393

To Create a User-Defined Selection List............................................................................................ 394

User Defined Element Fields.............................................................................................................. 394

Building the Development Library............................................................................................ 396Development Library............................................................................................................................396

Development Activity........................................................................................................................... 396

Development Activity Category........................................................................................................... 397

Creating a Development Activity Category......................................................................................... 397

Creating a Development Activity......................................................................................................... 397

Activating a Development Activity....................................................................................................... 398

Contextualizing a Development Activity.............................................................................................. 398

Duplicating Development Activities and Categories............................................................................398

Third-Party Development Activity Provider Support............................................................................399

Setting the Status of Development Providers..................................................................................... 399

Development Activity Fields................................................................................................................ 400

Working with Learning Management Systems.........................................................................403Integration with Learning Management Systems................................................................................ 403

Enabling a Learning Management System Provider...........................................................................403

Access to Taleo Learn........................................................................................................................ 403

Development Plans and Taleo Learn Activities.................................................................................. 404

Talent Pools Administration

Getting started with Talent Pools.............................................................................................408

Configuring Talent Pools.......................................................................................................... 409Enabling Talent Pools......................................................................................................................... 409

Configuring Talent Pool User Permissions......................................................................................... 409

Configuring Talent Pool Search Criteria............................................................................................. 410

Associating Matrices with Talent Pools...............................................................................................411

Associating Charts with Talent Pools................................................................................................. 411

Talent Pool Reference..............................................................................................................413Disabling Talent Pools.........................................................................................................................413

Removing Talent Pool Template Objects........................................................................................... 413

Talent Pool Permission Considerations.............................................................................................. 413

Talent Pool Configuration Settings......................................................................................................414

Services Administration

Integrating with External Services............................................................................................419External Service Fields and Forms.....................................................................................................419

360 Feedback Assessment.....................................................................................................421To view and edit 360 Feedback assessment settings...................................................................... 422

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Preface 2

Technical Configuration and Software Performance

For the latest information, refer to the Taleo Enterprise Technical Configuration and Software Performance

Guide document for the applicable release.

3 Oracle Taleo Performance Cloud Service Administration Guide, version 6

Administration Guide Revision History

Date Modification Revised Topics

September 4, 2013 Version 6. Revised text about file number and size

limitations.

Attachments section.

August 21, 2013 Version 5. Revised text to include definition of private

setting.

Taleo Performance Product Settings.

August 6, 2013 Version 4. Correction to two erroneous references about

use of custom metrics in filters for HR Administration

Tools.

Customizable Metrics

May 30, 2013 Version 3. Removed Mentoring settings Taleo Performance Product Settings

May 23, 2013 Version 2. Development Planning Administration,

Goal Management Administration

and Performance Management

Administration

January 18, 2013 Initial version.

-

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5 Oracle Taleo Performance Cloud Service Administration Guide, version 6

Taleo Performance Administration Basics

Navigation Bar

The auxiliary navigation bar gives access to various information such as setup configuration, online help,

customer support, and product version. This bar also contains the Sign out option.

Breadcrumb Trail

The breadcrumb trail located at the top of each page allows you to see where you are located within the

application and to jump to previously viewed pages. The breadcrumb trail is only available in navigation mode;

it disappears when you are in edition mode. You can also select the Configuration link in the navigation ribbon to

return to the top level of the Configuration Module.

Recently Viewed Items

The Recently Viewed Items pane contains direct links to the last ten pages you most recently accessed

(according to your permissions) during the current session or previous ones. They can be pages where you made

modifications or simply pages that you accessed without making modifications. To access a recently viewed

item, simply click the item.

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. A More link is also available whenever a listing of elements is not completely

displayed. In such a case, clicking on More will provide all the information.

History

The History section is used throughout Taleo Performance to present useful tracking details on an element. The

three most recent events are displayed in the History section. To view a more complete listing of events, click

More. The History section contains the following information.

Field Description Applicable to Header

By The actor (person or system) who performed

the event. To obtain basic information about the

actor, click the actor's name.

Date and Time Date and time when an event occurred.

Details Information regarding the event.

Event The event or action performed on an element.

Getting Started 6

Language Configuration

Language configuration is used throughout the Administration module. It allows you to create elements in several

languages. Only languages that are activated appear in the Language list.

Field Description Applicable to Header

Configure Opens the Language Configuration page on which

you can set the base language (default) as well as

whether a language is Draft, Not Used or Active.

Language list Language

Configuration

Deactivate Deactivates the selected language. Language list Language

Configuration

Language Displays the base language for the element as well

as all other activated languages. The element must

be defined in all activated languages.

Entity/Element Language

Configuration

Refresh Updates the current window by displaying the

information in the selected language.

Language list Language

Configuration

Selector Windows

Selector windows are used throughout the application WebTop. 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.

Formatting Text in a Rich Text Editor Box

Formatting text in a Rich Text Editor box is used to apply format options to text entered when defining the

review form, either its definition, sections and/or items.

Prerequisite

Text formatting is possible when the Enter Review Text option is selected for the following fields in Taleo

Performance Administration:

For Review Definitions - Title, Instruction, Summary Title and Summary Instruction fields

For Review Sections or Review Section Templates - Title, Instruction, Summary Title and Summary

Instruction fields

For Section Items - Title and Description fields

For Competencies - Competency Definition field

Steps

1. Once in a rich text editor box, you can use some of the formatting options offered so that instructions,

titles, descriptions and definitions are presented in a specific format to the user viewing a performance

review or a competency definition in a Job Position Profile.

2. First select the text you wish to format.

3. Select one of the valid format option. The supported format options are the following:

Bold

Italic

Underline

7 Oracle Taleo Performance Cloud Service Administration Guide, version 6

Bulleted list

Left alignment

Image or link insertion (only available via the enlarged view of the editor, accessible when clicking

, the Enlarged View icon)

Result

Text formatted with any of the supported options will be presented in the Taleo Performance user interface as

defined.

Note that any format option used other than the supported ones will not be rendered in the user interface.

Session Timeout Notification Process

A session timeout notification process is used throughout all applications to inform users that the session is about

to end and to remind users to save any desired information before the timeout delay is over.

When the application has been idle for 30 minutes, a pop-up window notifies the user that the application

requires attention.

When the user accesses this application, a pop-up window lets him reset the application and indicates the

remaining time before the session expires.

Getting Started 8

If the user does not reset the application within the defined delay, the user is signed out of the application and

will need to sign in again.

Benefits

Ensures uniform experience to users across browsers.

Allows users to save information before the application times out.

9 Oracle Taleo Performance Cloud Service Administration Guide, version 6

Taleo Regional Settings

Regional Settings

The regional settings feature is used by system administrators to configure settings which control the number,

date, currency, and language formats for a locale

In the Regional Settings page, the Identifier list varies according to languages activated in the Taleo products. For

example, if an organization only supports English (en) and French (fr), the Identifier list will contain en and fr as

well as all specific locale identifiers related to fr and en, that is, fr-FR, fr-CA, en-GB, en-Au, etc.

The regional settings of a locale consist of four elements:

Number: Defines the decimal symbol, digit grouping, maximum number of decimals, negative number

format, etc.

Currency: Defines the decimal symbol used for currencies, the default currency, the maximum number of

decimals for currencies, etc.

Date: Defines the date format used in the application. A date can be represented by text, number or a

combination of both.

Language: With each locale, comes a set of predefined values that are specific to the specified language,

regardless of the country or region.

Configuring the Number Format

Prerequisite

Configuration > [SmartOrg] Administration > Regional Settings

Steps

1. Click the name of an identifier.

2. Click Edit next to Number.

3. Select a value for each setting.

4. Click Done.

Configuring the Currency

Prerequisite

Configuration > [SmartOrg] Administration > Regional Settings

Steps

1. Click the name of an identifier.

2. Click Edit next to Currency.

3. Select the values for each setting.

4. Click Done.

Getting Started 10

Configuring the Date Format

Prerequisite

Configuration > [SmartOrg] Administration > Regional Settings

Steps

1. Click the name of an identifier.

2. Click Edit next to Date.

3. Select a value for each setting.

4. Click Done.

Date Format

Date Format Description

Full date format Date represented by the day of the week, month, date and year. Default is EEEE,

MMMM D, YYYY. Maximum number of characters: 255.

Long date format Date represented by month, date and year. Default is MMMM D, YYYY.

Maximum number of characters: 255.

Medium date format Date represented by date, month and/or year. Default is D-MMM-YYYY.

Maximum number of characters: 255. In the case of regions that do not use

commas, periods or slashes with dates, an additional format is included that is

specific to the region. When no date format is selected, the medium format is the

default format used by the application.

Short date format Date represented by date, month and/or year. Default is DD/MM/YY. Short date

formats are used for lists and calendars. Numeric values only.

Shortest date format Date represented by date and month. Default is DMMM. Shortest date format are

used in candidate files and other lists that include many columns.

Date Format Details Description

Text A date element that always appears in the form of text, such as days of the week,

will be displayed in long form if four letters are used for its representation. If less

than four letters are used, the date element will appear in an abbreviated form. For

example, configuring a date format using EEE would produce Fri for Friday,

while using EEEE would produce the long form Friday.

Numbers The system adds zeros to single numbers in certain cases. For example, if the

date element DD is part of the date format, the ninth day of the month will be

displayed with a leading zero, thus, 09. If the date element is D, however, the

system will display 9 without a leading zero.

Text and Numbers When the date format element is composed of one or two characters, a numeric

value results. For example, if the date format element is M or MM, the month

of February will be depicted as 2 and 02 respectively. On the other hand, a

date format element made up of three or more characters will result in a textual

representation of the date: in the case of MMM, February will appear as FEB,

if MMMM is used, February will be displayed as February.

11 Oracle Taleo Performance Cloud Service Administration Guide, version 6

Date Format

Syntax

Meaning Presentation Example (US locale)

Y Year Numeric 2009

M Month of the year Alphanumeric July, Jul. or 07

D Day of the month Numeric 10

H Hour AM/PM (1-12) Numeric 12

h Hour of the day (0-23) Numeric 22

m Minute of the hour Numeric 38

s Seconds Numeric 59

E Day of the week Textual Tue, Tuesday

a AM/PM marker Textual PM

K Hour in AM/PM (0-11) Numeric 0

Escape for text Delimiter

Single quotation mark (twice the escape

character)

Literal

Selecting a Preferred Locale

Prerequisite

More than one locale must be available.

Configuration > [SmartOrg] Administration > [SmartOrg] Regional Settings

Steps

1. Click on the name of a locale identifier.

2. Click the General tab.

3. Select a value.

4. Click Done.

Result

The selected locale is displayed by default when more than one locale is available.

Locale Identifier

Locale Language used in the Career Section

da Danish

de German

en English

es Spanish

fr French

Getting Started 12

Locale Language used in the Career Section

it Italian

ja Japanese

nl Dutch

pl Polish

pt Portuguese

ru Russian

sv Swedish

zh Simplified Chinese

13 Oracle Taleo Performance Cloud Service Administration Guide, version 6

Taleo Performance Setting Management

Taleo Performance Product Settings

The following table lists all product settings that are related to Taleo Performance. Most settings are found under

Configuration > [Taleo Performance] Administration > [Global Configurations] Settings. When found under a

different product or section, the full path is indicated.

There are different types of product setting security levels:

Public - are viewable and editable by customers.

Protected - are viewable by customers but only editable by Taleo staff (specifically users with a 'support'

role).

Private - are viewable and editable only by Taleo staff (specifically users with a 'support' role).

Setting Name Setting Description Possible Values Security

Level

Setting Category

Candidate Search

Contextualization

Applies the search restrictions

as defined on the user groups.

Enabling this setting will

determine if candidate searches

are restricted t