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Kovaion Consulting Kovaion Consulting Date : Dec-2015 Email : [email protected] Website : www.kovaion.com Oracle Taleo Business Edition Implementation Fixed Scope Offerings

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Page 1: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

Kovaion Consulting Kovaion Consulting

Date : Dec-2015

Email : [email protected]

Website : www.kovaion.com

Oracle Taleo Business Edition

Implementation Fixed Scope Offerings

Page 2: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Kovaion – A Snapshot

Oracle Alliance Certified Consultants Global Presence Domain Expertise

24x7

ODC -Support Centre Inception Labs Oracle User Group

Association Quality Management

People

Technology Process

Page 3: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Talent Management

• Talent Management

– Integrated organizational HR processes with goal to create a high-performance, sustainable organization that meets its strategic

and operational goals and objectives.

• Business Objectives

– Attract, develop, motivate, and retain productive, engaged employees (talent).

– Handle high volumes of recruits

– Streamline overall recruitment & onboarding process

– Seamless integration of Recruiting system

• Common Recruitment Business Challenges

– Pre-screening: High volume applications cannot be handled leading to candidate and hiring manger disappointment

– Approvals: Requisition approval and offer approval process is mostly manual which impacts job posting and time to hire

– Offer Management: Manual reviews and related approvals delay the offer roll out

– Assessments: Third party web based system generating assessment results which has a fixed cost per candidate increasing overall

maintenance cost

– Interview Scheduling: Manual calling process delays candidate approachability and subsequent interview schedules

– Integration of the ATS with source HRIS

– Onboarding: Manual process of collecting information from new hires

Page 4: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

Kovaion Consulting Kovaion Consulting 4 Kovaion Consulting

Oracle Cloud HCM & Talent Management

Oracle deliveries the most complete cloud based HCM & Talent Management suite to address

the Talent management needs

+

Oracle Fusion and Taleo Talent Management

Workforce

Management

Oracle Fusion Human Capital Management

Recruitment and

On-boarding

Engagement

and Retention

Learning and

Development

Compensation

and Rewards

Performance

Management

Talent Review

Social Mobile Analytics Reliable Secure

Global HR Global Payroll

Integration

Page 5: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Oracle Taleo Solution

• Taleo is uniquely positioned to maximize the ROI for the

customers.

• Taleo solution offers

– Screen, group and sort applications using disqualification questions, ACE

questions, assessment's, auto-progression & candidate selection lists

– Social Media Integration

– Embedded business analytics

– Job Board integrations

– Standard approvals with requisitions and offer process.

– Offer letter generation using standard templates.

– Integrated assessment solution.

– Calendars created at requisition level for interview scheduling

– Custom branding to align with other existing IT systems

Page 6: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Key rationale to invest in Taleo

• Year on year savings in IT investments

• Reduction in manual process

• Huge % of hiring managers would be able to hire better candidates

• Huge % of candidates would like the application process

• New Hire survey feedback helps improving the system

• Integrated employee referral program

• Integrated agency portal

• Support organizational transformation in business processes

• More than 99.9% uptime

• All infrastructure monitored 24x7 (McAfee, Sourcefire)

• Access to Oracle engineers

• Comprehensive production assessment process

• High availability via

– Autonomic monitoring, diagnostics

– Predictive incident management tool

Page 7: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Why Kovaion?

• Simple – Provide complete service to meet the Talent Management needs

– Template driven implementation.

– Rapid Implementation methodology; production use in 4 weeks.

• Great Value – Best Business Process Practice for Recruitment & HR administrators.

– Preconfigured processes based on industry vertical.

• Beat Competition – Differentiate with broader cloud partners

– Success Implementation of Taleo and Fusion.

– On-time, On-cost and On-quality delivery.

• Benefits of Oracle Cloud delivered by Kovaion – Broadest, most powerful Cloud available anywhere.

– Oracle Modern Cloud: Data Isolation, Secure, Scalable, Innovative

Page 8: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Taleo Fixed Scope Offering Includes

Configuration

•Job Requisition

•Candidate Profile

•On-boarding Activities & Bundle

•Workflow

•Email/Offer Templates

•Configure Security

•Career Websites

•Employee Referral

Data Loading

•Organization Setup - Locations, Departments, Regions, and Divisions

•Candidates; one resume per Candidate, one attachment per Candidate

•Job Requisitions

•Employees

•Contacts

•Users

Training

•Train-the-trainer sessions

•Training document

Package 1 : Recruitment & On-Boarding implementation in 4

weeks, Go-live support of 2 weeks.

Page 9: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Oracle Taleo Business Edition Implementation Scope

Oracle Taleo Business Edition Implementation Scope

Module Item Scope

Taleo

Recruiting

Configure Taleo

Recruiting

ü 2 External Career Site (1 Applicant Flow; 1 Profiler Flow; 1 Theme)

ü 1 Internal Career Site (with Employee Referral)

ü 1 Candidate Selection Workflow

ü Creation of Employee Referral URL

ü 1 version of the Recruiter Interface (1 list format; 1 configuration profile)

ü 1 version of the Manager Interface (1 list format; 1 configuration profile)

ü 1 Requisition Form format with User Defined Fields

ü 2 Candidate Record Formats (Profile + Job Submission) with User Defined Fields

ü System Correspondence with personalized branding

ü System Settings

ü 1 Source list (maximum of 100 entries)

ü One time Data Upload (1 test + 1 production-if not being handled by an on-going

integration interface) – Organization – Location – Job Function – User – Departments

ü Taleo Anywhere enablement and deployment support

ü Offer Management configuration – 3 custom offer letters

ü User Defined Fields

ü Offer Approval Workflow configuration

ü Smart phones and Tablet support for accessing TBE

Page 10: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Oracle Taleo Business Edition Implementation Scope

Module Item Scope

Taleo

OnBoarding

Configure Taleo

OnBoarding

ü Configuration of up to 2 On-board Forms (2 forms with up to 10 fields per form)

ü Configuration of up to 2 On-board Activities

ü Configuration of up to 1 On-board Bundles

ü Configuration of up to 2 email templates

ü 10 Onboarding forms (10 fields per form)

ü 10 Onboarding tasks

ü Pre Hire and New Hire processes configuration

ü Electronic Offer configuration

ü 10 email templates configuration

ü Candidate Portal review

ü Prototype and demonstration of expected usage and configuration

ü Employee Website review

ü Prototype and demonstration of expected usage and configuration

ü Smart phones and Tablet support for accessing TBE

Page 11: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Oracle Taleo Business Edition Implementation Scope

Module Item Scope

Taleo Learn Configure Taleo Learn

ü Setup of required control panel settings with 10 custom fields configurations

ü 5 groups Definition configuration

ü Setup of the supervisor role; including My Team permissions

ü 5 Instructor Led Training items configuration

ü 1 Virtual Instructor Led Training items configuration

ü 5 Web Based Training items configuration

ü Configuration of recommended, pre-defined course catalogue

ü 5 types of Resource population in Resource Manager

ü 1 Learning Plan with 2 Prerequisites configuration

ü 1 simple and 1 complex survey or assessment creation

ü 1 Assignment creation

ü 2 standard Learn Center certificate creation

ü Review of Standard Learn Center Reports

ü 1 Chat Room or Forum creation

ü Selection of Learn Center site design template with custom logo and colors

ü 5 Categories creation for Trainings

ü Review of Standard Notifications

ü Review of the Audit Trial and Password Recovery

Page 12: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Oracle Taleo Business Edition Implementation Scope

Module Item Scope

Taleo

Compensation

Configure Taleo

Compensation

ü Configure required Comp Administration including Global Settings,

Compensation Types and up to ten (10) Pay Ranges

ü Configure Cycle Page utilizing the standard cycle data and up to five (5) custom

fields

ü Create and Configure up to two (2) Cycles

ü Configure Plan Page utilizing the standard plan data and up to five (5) custom

fields

ü Configure Event Page utilizing the standard event data and up to five (5) custom

fields

ü Create up to two (2) list views

ü Configure standard filtering of one user role including tabs, sub-tabs, list views

and page layouts

ü Assign Employee Pay Ranges for up to ten (10) employees

ü Create up to five (5) plain text Email Templates

ü Provide you with Oracle’s recommended practices associated with the

implementation of certain standard Program features

ü Complex custom reports

ü Templates – minor changes to existing templates

ü Review configuration – minor changes and troubleshooting of issues

ü SME – researching and answering questions to assist Perform system

administrator

Page 13: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Oracle Fusion HCM Cloud Application Scope

Module Item Scope

Reporting

Reporting Set up, configure

and Walkthrough

ü Standard out-of-the-box Taleo reporting available.

ü Reports will be walked through and will be implemented without any

customizations

Custom reports ü 5 custom reports based business requirements will be delivered with

cap on effort not exceeding 30 person hours each

Data Migration

Data Loading / Integration

ü Import wizard to import candidate, employee and Job Req data from

disk, Excel, and Outlook.

ü Up to 5000 Candidate Data

ü Up to 100 Job Requisitions

ü Up to 100 Active Employee current data

ü Export Employee Data on CSV File

ü Export Recruitment Data on CSV file

Data Migration and

Extraction Tool

ü CSV file based data importing

ü Standard Taleo Data export

ü On-demand full Taleo Business Edition system backups.

Page 14: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Our Cloud Rapid Implementation Approach

Familiarization

• Standard Features Overview

• In-depth demonstration and how to leverage its features

• Best-practices template

Requirements

• Understand and document the configuration requirements as per scope

• Understand & document customization requirement (to be taken up separately)

Design & Build

• Configure and set up the system with roles, permissions, processes, workflows etc. as per scope

• Perform data imports as per scope

Testing

• Internal testing - Functional System Testing, Integration Testing etc. for configurations done

• User Acceptance Testing coordination

Training

• End User (Train-the-trainer)

• Administrator training on upkeep and management of the application

Deployment

• Deploy / promote the solution to the live environment

• Monitor system performance

• Hand over to users

• Continued Support

Page 15: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Project Team

Kovaion Customer

Project Manager

ü Responsible for day to day project activities

ü Weekly status reports /Milestones

ü Issue and Risk escalation

Implementation Lead

ü Interfaces the customer business team

ü Gathers business and functional requirements

ü Designs access and visibility model

ü Develops solution prototypes

Functional Consultant

ü Maps requirements to the application

ü Configures page and field layouts

ü System set-up / field labeling

ü Implements visibility solution

Technical Consultant

ü Conducts the integration & data migration workshops

ü Provides data import guidance

ü Provides feedback on data import process

ü Validate customer data mappings

ü Executes data migration process

Project Manager

ü Manages communication internally

ü Manages and engages resources to participate in the

project

ü Learns various aspects of the application

ü Dedicated to project from kick-off through go-live

Business Process Lead

ü Owner of business requirements

ü Gathers user feedback during prototype, configuration,

and validation phases

ü Available as needed during the project (50%)

Data Specialist

ü Responsible for formatting and cleansing data

ü Ensures correct import data mapping

ü Validates imported data

ü Available as needed during project (25%)

HR SME

ü Attends the business process workshops to provide

detailed requirements

ü Validates scope

ü Validates configured application

Page 16: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Customer Obligations for Success

For the project to be successful, the customer must fulfill the following obligations:

• Customer to finalize license agreements and get staging environment from Oracle prior to start of

implementation.

• Formalize Project steering committee.

• Assign a project manager and Change Management Advisor to lead your staff’s efforts.

• Assign experienced and empowered business and IT users to work with Kovaion’s team (some full-

time allocation may be necessary at times).

• Perform certain project tasks according to project plan such as: – Provide data in format specified by Kovaion

– Perform User Testing

– Engage Users for End User Training

• Process standardization across the organization has to be done by the customer prior to start of the

engagement.

• Provide timely sign off of the deliverables within the timeframe agreed upon before start of

engagement.

Page 17: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Oracle Taleo Business Edition Implementation - Commercial

Packages Module Time Line Price in INR (* Service Tax Extra)

Package 1

Taleo Recruitment

Taleo OnBoarding 6 weeks

(4 weeks + 2 week post go-live support) Call Kovaion

Package 2 Taleo Learn

Taleo Compensation 9 weeks (7 weeks + 2 week post go-live support)

Call Kovaion

Package 3 Taleo Recruitment

Taleo On Boarding

Taleo Learn

12 weeks (10 weeks + 2 week post go-live support)

Call Kovaion

Package 4 Complete Taleo Solution

(Recruitment, OnBoarding, Learn,

Compensation)

14 weeks (12 weeks + 2 week post go-live support)

Call Kovaion

Page 18: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Kovaion –Taleo Service Offerings

• Kovaion - Oracle Relation

– Oracle Gold Partner with Specialization of Taleo. Taleo Reseller.

• Services

– Packaged Services on Implementation, Consultation & Maintenance.

– Integration services including cloud, On-Prem Enterprise & Custom apps.

• USP – Rapid Implementation methodology; production use in 4 weeks.

• Success Story

– Global Implementations. Recognized & published by Oracle (Customer and Partner)

A Leading Analytics Organization Kovaion is the Implementation partner for our next generation HR solution. By using Oracle Human Capital Management Cloud to automate our end-to-end

recruitment processes and connect with social platforms, we gained the ability to attract and retain top talent and support business growth.

A leading full service IT Consulting services provider We implemented HCM business processes consisting of recruitment and Onboarding modules for its global entities using Oracle TBE with an objective of meeting

the growing needs of Automation and Governance of the Enterprise HR functions for all of regions.

Page 19: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Our Cloud Case Studies

A Leading Analytics Organization Modules: Taleo Recruitment, On boarding, Compensation and Performance

ü The On boarding manual activities for all employees were automated

ü Automated sourcing of candidate profiles from Agency by configuring automated workflows

ü It is no more required for Affine to keep track of goals in excel. All performance related goals and competencies created and configured workflows for

doing half yearly and annual performance reviews

ü Budget allocations is configured for allocating appropriate compensation for employees. All compensation allocation was done using excel, with TBE

now all compensation allocation is automated

A RPO Division of a IT Organization Modules: Taleo Recruitment, On boarding

ü Interview, Requisition-Candidate and Offer workflow developed and configured for RPO services on the recruitment module

ü The On boarding manual activities for all employees were automated, workflow developed and configured for task approvals

ü Email Templates were configured and developed for recruitment and on boarding tasks( e.g.- requisition approvers- recruitment, Offer letter generation

and approval)

A leading IT Organization Modules: Taleo Recruitment and On boarding

ü The On boarding manual activities for all employees were automated

ü Email Templates were configured and developed for recruitment and on boarding tasks( e.g.- requisition approvers- recruitment, Offer letter generation

and approval)

ü Offer letter developed and configured for each region globally, Primus has offices in US and India

Page 20: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Kovaion – Complete Oracle Portfolio

Business

Process

Consulting

Implementation

Application

Development &

Maintenance

Upgrade Testing

Remote

Managed

Services

Corporate

Training

Strategic

Staffing

Page 21: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Our Other Success Stories

A Leading Staffing Organization in Europe, UK Kovaion is the “IT Strategy and Solution Partner” for the client’s “Back Office IT” initiatives involving design and development of mission-critical

applications to meet staffing needs, for end to end Finance and HR systems.

A London based multinational Risk Advisor, Insurance Brokerage and Reinsurance Brokerage Company, UK Kovaion is part of the organization’s Financial Transformation Program that aims to streamline their finance function in over 30 countries. The program

involves standardization of Financial Language and roll out of Enterprise Financial Systems across the firm. Kovaion provides the customer with strategic

requirements management and subject matter expertise on Enterprise Financials.

A Switzerland based multinational Investment Bank, UK Kovaion was part of a global Procure-To-Pay program that transformed the procurement and payment operations across the firm in over 27 countries. The

program included system rollout, business change management and shared services operations setup. Kovaion provided services to the Payment processing

stream of the program, including delivery management, subject matter expertise, business process design and functional configuration management.

A British multinational banking and financial services company headquartered in London, India

Kovaion is part of the PeopleSoft HCM Production Support Group including Infrastructure. We work closely with Channels and Trade Application

development team. Provided solutions for Upgrade Testing phases.

A global IT services provider and Telecommunication servicing organization, India

We play major role in PeopleSoft FSCM country roll-outs and PeopleSoft Cloud Infrastructure Support services.

A multinational, investment banking and insurance organization, India

Kovaion is part of the Technologies Shared Services team that focus on Implementation & rollout of Oracle Cloud Application( Fusion) and support of

PeopleSoft HCM and FSCM application.

Page 22: Oracle Taleo Business Edition - PeopleSoft, HCM Cloud · Oracle Fusion HCM Cloud Application Scope Module Item Scope Reporting Reporting Set up, configure and Walkthrough ü Standard

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Find about us more on

/company/kovaion

blog.kovaion.com

@kovaion

/kovaion

/+kovaion

/user/kovaion

www.kovaion.com

[email protected]

Thank You