Taleo (TEE): Onboarding Administration (OB-SA101)

Specifically designed for beginner Administrators of the Taleo Onboarding module, this course will help you understand basic onboarding concepts. Through hands-on exercises, you'll learn to perform standard administrative functions within the system.

Learn To:

• Create and manage new hire portals.
• Create a process with steps and transitions.
• Set up user roles and permissions.
• Create forms and fields.
• Analyze, design and build an onboarding process.
• Configure source materials like forms, messages and PDF documents.
• Configure new hire portals.
• Enable all the necessary user types and grant them permissions in the system.
• Perform other basic administrative tasks.
• Follow the necessary steps to activate and launch the onboarding product.

Administer Onboarding Goals

You will work with configuration of source materials, tasks, steps and processes to administer your organization’s specific onboarding goals. This course will also teach you how to configure and manage the new hire portal.

Build a Final Onboarding Process

Administrators will also be taken through specific end user tasks via a blended learning experience. You'll build a final onboarding process to tie all the key tasks together.

Audience

• Functional Implementer
• Forms Developer
• Technical Administrator

Course Topics Components of an Onboarding Process Benefits of Effective Onboarding Analyzing and Designing an Onboarding Process Create a Process with Steps and Transitions Create Different Task Actions Create Steps for Tasks and Add to a Process Add Conditions to Transitions Create User Defined Fields and User Defined Selections Create Forms Create Correspondence Final Tasks, Steps and Transitions Create File-based Documents Create and Manage New Hire Portals Final Administration Activities Final Practice Project
Course Objectives

• Explain the Benefits of Effective Onboarding Process
• Analyze and Design a Process Flow
• Create a Process with Steps and Transitions
• Create Steps for Tasks and Add to a Process
• Add Conditions to Transitions
• Create User-Defined Fields and User-Defined Selections
• Create Correspondence
• Produce File-based Documents
• Create and Manage New Hire Portals and Accounts
• Complete Final Administration Activities
• Complete Final Practice Project
• Name and Create Different Types of Tasks
• Describe the Components of an Onboarding Process