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QuestDirect. org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC
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QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

Dec 30, 2015

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Page 1: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

QuestDirect.org

Roadmap for success when integrating Taleo and PeopleSoft

Bob Sachs, CPC

Solution Architect

MarketSphere Consulting, LLC

Page 2: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

QuestDirect.org

APRIL 7-11, 2014Sands Expo and Convention CenterLas Vegas, Nevada

QuestDirect.org/COLLABORATE

COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest

Page 3: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

QuestDirect.org

Agenda IntroductionMission StatementPreparation

ProcessesDataResourcesMeeting

Integrations InboundOutbound

Page 4: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

QuestDirect.org

Bob Sachs, CPC

14+ years professional HCM Consulting including Taleo (3 yrs) and Oracle EBS (11+ yrs)

Applications IT Professional – Oracle U. R12 EBS HCM Certified Implementation Specialist – Oracle U Certified Personnel Consultant Prior roles in Corporate HR

Page 5: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

QuestDirect.org

ERP & HCM

Business Intelligence

• Planning & Forecasting• Consolidations & Reporting• Profitability Analysis

• Foundation Analytics• Fusion Analytics• Data Governance and Integration

Best Practices Industry Focus & Experience

Enterprise Performance Management

Creating Business Harmony: Strategic advisory and technology experts helping clients deliver value through integrated ERP, EPM, BI and HCM solutions that optimize business performance.

Page 6: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Mission Statement

As in most things, the key to a successful outcome is preparation.  Taking the time on the front end to prepare for your integration will yield a smoother operation for your enterprise.  We will discuss the various facets of an integration between Taleo and PeopleSoft and key areas where you can organize your data prior to initiating your implementation.  The results will be a more rapid and better structured implementation.

Page 7: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Preparation

Define your ‘TO BE’ Processes

Use the Requisition Creation feature available in PS?

Will require an integration for inbound data to Taleo

Handle the entire recruiting process in Taleo and then feed New Hire info into PS to create the employment record

Page 8: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Preparation (continued)

Know your data !

Taleo DataRequired Fields

Optional but necessary fields PS Data

Required fieldsOptional but necessary fields

Page 9: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Preparation (continued)

Who are your Resources?

Who are your PS Gurus?Who are your Recruiting Gurus?

Are they talking to each other? (May sound funny but in different organzations, they may be silo’d and NOT communicate readily. They need to be.)

Page 10: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Preparation (continued)

Page 11: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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IntegrationsInbound

Existing Open RequisitionsRequisitions initiated in PS?Current Applicant PoolCurrent Employees

Page 12: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Integrations (continued)

Outbound

New Hire3rd Party InformationOnboarding

Page 13: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Taleo Connect Client (TCC)

Import new candidate

Wizard Driven multi step processAssociated with specific requisitionsPlaced in the general ‘pool’ of individuals

Page 14: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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TCC (continued)

Export newly hired candidates – Wizard Driven multi step process

Update Requisition Titles (assuming that Requisition process is initiated in PS)

Page 15: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Page 16: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Q & A

Page 17: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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謝謝你

Page 18: QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC.

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Contact Information

[email protected]