Recruiter Guide - MidAmerican Energy Company

Transcription

Recruiting Click-by-Click Guide1Taleo RecruitingClick-by-Click GuideRecruiter GuideUpdated: 12/4/2011Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide2Table of ContentsLegal and Confidentiality Information . 4Getting Started . 5Computer Settings . 5Screen Resolution .5Full Screen Mode .5Internet Explorer Zoom Option .5Trusted Sites .5Allow Pop-ups .5Add Taleo to Favorites .5Communications Menu .6Computer Settings and Troubleshooting FAQs . 7Login to Recruiting . 8Work with My Setup . 10Requisition Management . 14Create a Requisition . 14Duplicate a Requisition. 26Self Approve a Requisition . 27Route a Requisition for Approval . 29Resend the Requisition Approval Request (eShare) Email . 32Assign a Background Check Package to a Requisition . 34Post a Requisition to Career Sections . 36Candidate Management . 40Access and View Candidates . 40Match a Candidate to a Requisition . 43Unmatch a Candidate . 45Change Step/Status using Shortcut Buttons . 46Revert a Candidate . 48Change Step/Status using More Actions Menu . 49Reject a Candidate . 51Send Correspondence . 53Share Candidate Information. 55Offer Management . 57Create an Offer . 57Request Offer Approval . 58Extend an Offer . 60Background Check . 63Send Background Check Consent Email to Candidate . 63Order the Background Check . 67Background Check is Complete . 74Additional Background Check Information . 79Accurate‟s DOT Release Process . 82Hire a Candidate and Fill a Requisition . 83Requisition Fields Reference Guide . 85Requisition Tab. 85Logistics Section . 85Administration Section . 89Description Section . 93Prescreening Section . 94Updated: 12/4/2011Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide3Screening Section. 94Alerts Tab. 94Ace Candidate Alert . 94Attachments Tab . 95Attachments . 95Approvals Tab . 95Approvals . 95Posting and Sourcing Tab. 96Posting and Sourcing . 96History Tab . 96History . 96Reports Tab . 96Daily Recruiting Report. 96Taleo Icons . 97LegendBest PracticeNoteFor Your InformationPromptUpdated: 12/4/2011Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide4Legal and Confidentiality InformationCopy RightThis Session Guide is Copyright 2006 Taleo Corporation. All rights reserved.Every effort was made to ensure that the information in this document wascomplete and accurate at the time of printing. However, information is subject tochange. Taleo cannot assume responsibility for any errors or omissions due toongoing configuration, software or process changes. In addition, changes orcorrections to the information contained in this document may be incorporatedinto future issues.DuplicationRightsThis guide along with other materials for this course may not beduplicated or adapted unless copyright and duplication rights havebeen purchased from Taleo University.InformationConfidentialityIt shall be agreed by the recipient of the document (hereafter referred to as “theother party”) that confidential information disclosed by Taleo through itsdocuments shall be retained in confidence by the other party, and its respectiveemployees, affiliates and/or subsidiaries, pursuant to the following terms andconditions:Confidential Information for the purpose herein, the term “ConfidentialInformation” shall mean the following:Any information, know-how, data, process, technique, design, drawing, program,formula or test data, work in process, business plan, sales,suppliers, customer, employee, investor or business informationcontained in a document, whether in written, graphic, or electronicform; orAny document, diagram, or drawing which is either conspicuouslymarked as “Confidential”, known or reasonably known by the other partyto be confidential, or is of a proprietary nature, and is learned ordisclosed in the course of discussions, demonstrations, or othercollaboration undertaken between the parties.Updated: 12/4/2011Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide5Getting StartedComputer SettingsScreen ResolutionIt is recommended that you set your screen resolution to the highest possiblesetting.1*These instructions may vary, depending on what version of Windows your computer has.1.1 Click on computer Start button1.2 Click on Control Panel1.3 Locate the Appearance and Personalization section1.4 Click on Adjust Screen Resolution1.5 Verify that the resolution is set to the highest settingFull Screen ModeThe Taleo application is best viewed in full screen mode.22.1 Click on the maximizewindowbutton located in the top right corner of the browser2.2 From the browser window, select keystroke alt enterNote: Use this keystroke to maximize or minimize the screenInternet Explorer Zoom Option3The Taleo application is best viewed when the Internet Explorer zoom option isset at 100%.3.1 On your Internet Explorer toolbar, select Page3.2 Select Zoom3.3 Make sure that 100% is checkedTrusted SitesAdd Taleo to your trusted sites.44.1 Go to: https://midamerican.taleo.net4.2 Go to Tools4.3 Click on Internet Options4.4 Click on Security tab4.5 Click on Sites button4.6 The Taleo URL should populate in the Add this website to the zone: box. If not,type: https://midamerican.taleo.net4.7 Click Add4.8 Click Close4.9 Click OKAllow Pop-upsAllow pop-ups from Taleo.55.1 On your Internet Explorer toolbar, go to Tools5.2 Select Pop-up Blocker5.3 Select Pop-up Blocker Settings5.4 Type: midamerican.taleo.net5.5 Click AddAdd Taleo to FavoritesAdd Taleo to your Favorites.6Updated: 12/4/20116.1 Go to: https://midamerican.taleo.net6.2 Click Add to Favorites in the top left corner of your browser window6.2 In Name field type Taleo6.3 Click AddTaleo Proprietary and Confidential

Recruiting Click-by-Click Guide6Communications MenuThe Communications menu is used to give Taleo users easy access to the mostup to date Click-by-Click guide and/or helpful training aides.It is located on the right sidebar of Center Stage.Locate the Communications menu.7.1 Login to Taleo: https://midamerican.taleo.net7.2 Click on Recruiting7.3 To get to Center Stage from anywhere in the Taleo application, click onRecruiting7.4 If the right sidebar is minimized, click on the double arrowmaximize it7.5 Click on thebutton toicon to display the Communications menuIf the Communications menu does not display.77.1 On your Internet Explorer toolbar, go to Tools7.2 Click on Internet Options7.3 Click on Security tab7.4 Click Custom level7.5 Scroll down to Display Mixed Content (located approximately half way down)7.6 Select the radio button, Enable7.7 Click OKLog out and sign back in to Taleo.You will be prompted with one or two of the following Security Warnings, find thewarning below that exactly matches the wording on your computer and answeraccordingly.7.1 Security Warning: The current webpage is trying to open a site in your trustedsites list. Do you want to allow this?Answer Yes7.2 Security Warning: Do you want to view only the webpage content that wasdelivered securely?Answer No7.3 Security Information: This page contains both secure and nonsecure items. Doyou want to display the nonsecure items?Answer YesYour computer settings are now configured for you to use Taleo.Updated: 12/4/2011Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide7Computer Settings and Troubleshooting FAQsI am getting an error that says my pop-up blocker will not allow me to access the site.Follow the instructions in steps 4-6 in the Computer Settings section of this guide.Is my password the same as my network password?No, not unless you set it the same. The system does not correlate with the network password.So when you change your network password, it does not change your Taleo password.I forgot my password, how do I get a new one?Follow step 3 of the Login to Recruiting section of the user guide.Updated: 12/4/2011Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide8Login to Recruiting1Enter your organization‟s Taleo URL into your Internet Explorer address bar:https://midamerican.taleo.net.If a message displays informing you that you cannot access WebTop servicesbecause your pop-up blocker is turned on, select (from your browser menu)Tools Pop-up Blocker Turn off Pop-up Blocker.*More detailed instructions on how to turn off the pop-up blocker are located in theComputer Settings section of this manual.2Click Enter (on your keyboard) or click the browser Gobutton.Save the Sign In page URL to your Internet Explorer favorites.*More detailed instructions on how to Save Taleo to your favorites are located in theComputer Settings section of this manual.Enter your User Name and Password in the appropriate fields.User Name Your T-NumberThe Password is case sensitive. If you have forgotten your password or are a firsttime user, follow the instructions below:33.1 Click on Forgot your password?3.2 Enter User Name and email address3.3 Click OK3.4 Receive an email from taleo@midamerican.com with the subject, “Forgot yourPassword?” and follow instructions to reset password3.5 If you have not received the email, check your junk mail3.6 If you are still not receiving the email, then contact the system administrator at515-281-2586Note: Your password must comply with the following protocol: Updated: 12/4/2011It must contain between 6 and 32 characters from the following set:! # % & ( ) * , -. / : ; ? @ [ \ ] „ { } 0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyzIt must contain at least 1 letter(ABCDEFGHIJKLMNOPQRSTUVWXYZ abcdefghijklmnopqrstuvwxyz)It must contain at least 1 numeric character(0123456789)It must contain at least 1 character(s) from the following set:!# %&()* ,-./:; ?@[] { } It must not contain more than two identical consecutive characters (AAA,iiii, , )It must not contain your user nameIt must not contain your email addressTaleo Proprietary and Confidential

Recruiting Click-by-Click Guide49Click the Sign inbutton.You will be prompted with one or two of the following Security Warnings. Find thewarning below that exactly matches the wording on your computer and answeraccordingly.5.1 Security Warning: The current webpage is trying to open a site in your trusted siteslist. Do you want to allow this?Answer Yes55.2 Security Warning: Do you want to view only the webpage content that was deliveredsecurely?Answer No5.3 Security Information: This page contains both secure and nonsecure items. Do youwant to display the nonsecure items?Answer Yes6Select Recruiting from the Taleo main menu.The Center Stage main menu appears.Updated: 12/4/2011Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide10Work with My SetupClick the Resources link.Select My Setup.My Setup allows you access to the following items:1 Change your Taleo password – Proceed to steps 2-5Delegate your Taleo tasks – Proceed to steps 6-9Set Preferences – Proceed to steps 10-12Set Frequent Collaborators – Proceed to steps 13-14Set Frequent Approvers – Proceed to steps 15-18Change your Taleo password2Under the General tab, click the Editsection.3In the Password field enter your replacement password.button and scroll down to the AccountYour password must comply with the following protocol: It must contain between 6 and 32 characters.Use only characters from the following set: ! # % & ( ) * , -. / : ; ? @ [ \ ] „ { } opqrstuvwxyz It must contain at least 1 rstuvwxyz) It must contain at least 1 numeric character (0123456789) It must contain at least 1 character(s) from the following set: ! # %&()* ,-./:; ?@[] { } It must not contain more than two identical consecutive characters(AAA, iiii, , ) It must not contain your user name It must not contain your email address456In the Confirm Password field re-enter your replacement password.Click the Save and closeDelegate your Taleo tasksDelegation allows you to temporarily assign your tasks, such as approvals, to anotheremployee. This can be helpful when you plan to be out of the office for any length oftime.Click the DelegateUpdated: 12/4/2011button.button under Account.Taleo Proprietary and Confidential

Recruiting Click-by-Click Guide11In the Alternate User field:7.1 Click the Selector789button7.2 Type the employee‟s name in the Name field7.3 Click on the Refreshbutton7.4 Click the Selectbutton next to the employee‟s nameUse the CalendarClick the DoneClick Yeswork items.icon to select the From and To dates.button.to confirm that you allow the delegee to access the delegator‟sThe Delegatebutton is now an Update Delegation button and there is a note above the button that indicates who has been delegated andthe time frame of the delegation.Set preferences10Click on the Preferences tab, click the EditPreferences.button and scroll down to updateUnder Preferences, scroll down in order to modify:111211.1 General - User Preferences11.2 Search Preferences11.3 Candidates - How candidates are viewed11.4 Requisition PreferencesClick Save and Closeto save updates to the Preferences tab.Set Frequent Collaborators13When frequent collaborators are added in My Setup, the collaborators that you addwill appear by default on every single requisition that you create. It is suggested thatyou only add the frequent collaborators in My Setup that should appear by defaultfor almost every requisition that you create.Click on the Frequent Collaborators tab and click on the Addbutton.Updated: 12/4/2011or ModifyTaleo Proprietary and Confidential

Recruiting Click-by-Click Guide1214.1 Type the employee‟s name in the Name field and then click on the Refreshbutton1414.2 Click the Selectbutton next to the employee‟s name14.3 Repeat steps 1-2 above until all frequent collaborators are listed in the SelectedCollaborators box14.4 ClickThe frequent collaborators should now appear in the Collaborators section of theFrequent Collaborators tab. The Addbutton is now a Modifyb

7.1 Login to Taleo: https://midamerican.taleo.net 7.2 Click on Recruiting 7.3 To get to Center Stage from anywhere in the Taleo application, click on Recruiting 7.4 If the right sidebar is minimized, click on the double arrow button to maximize it