Introduction/Update 2002 Oct 15 New Orleans

HR-XML: the CPO data HR-XML: the other data HR-XML: the companies HR-XML: the organization

CPO Standards By Tim Farlow

Approved CPO Standards §Person Name §Postal Address §DateTime Data Types §Effective Dating §Contact Method §Entity Identifiers

Person Name §The most commonly used attribute in HR transactions §HR transactions in use today use many different schemas to represent names §Many of these schemas today do a poor job of handling the many ways Name structure varies from country to country

Examples - Dutch §Mevr. Maria de Wit Maria Wit Mevr. Mevr. Maria de Wit

Examples - Mexican §Sr. Fernando Martínez Urrutia Fernando Martinez Urrutia Sr. Fernando Martinez Urrutia Sr.

Schema

Affix Types aristocraticTitle - e.g. Baron, Graf, Earl, etc. formOfAddress - contains the Salutation, e.g. Mr., Mrs., Hon., Dr., Major, etc. generation - e.g. Sr., Jr., III (the third),etc. qualification - contains the letters used to describe academic or other type qualifications held by a person and/or the distinctions conferred upon them. e.g. PhD, MD, CPA, MCSD, etc.

History §Person Name 1.0 – Initial release, defined using DTDs §Person Name 1.1 – Added better support for prefixes, affixes, and legal names §Person Name 1.2 – Same design, but translated into XML Schema

Implementation Considerations §Multiple last names §Different names for different situations (stage names, aliases, etc.) §Different alphabets (Kana, Romaji, etc.) §Initials §Hyphenated names §People with a single name §Maiden names §Legal names

Documentation Includes §Overview §Schema and DTD design, with explanations for each element and attribute §Reference examples from 14 countries §Implementation considerations §Known limitations §History §Related documents §Implementation examples

Postal Address §A container allowing business processes to pass address information reliably and completely, and in a format that can be efficiently processed §The container houses the various sections that make up a postal address as it is used from country to country, with a country code that enables formatting according to local postal rules

Examples - USA Santhi Mwanza 4982 Euclid Ave Minneapolis, MN US MN Minneapolis Euclid Ave 4982 Santhi Mwanza

Examples - Brazil Rua Fresi, nº 470 apto Bairro Ancha. Belo Horizonte, Minas Gerais. Brasil BR Minas Gerais. Belo Horizonte Rua Fresi, nº 470 apto Bairro Ancha.

Schema

Implementation Considerations §Country codes, names, and translations §Recipient name passed elsewhere §Best use of AddressLine elements §Multiple addresses §Formatting characters §Mail stops, c/o, etc. §Military addresses §Examples from 16 countries

DateTime Data Types §XML Schema has datetime data types, but these basic types needed extensions for use in HR §Extensions needed when we want to specify: l just a date vs. a date with a time, and sometimes a timezone specifier. Example - new hire date vs. an accident date and time. l open ended dates. Example - passing an employee termination date for an employee who is not terminated l Passing unknown dates. Example the hire date is not available.

DateTime Data Types §We created data types that can be used to enforce these restrictions §All data types are strings that are compatible with Schemas datetime types, but add the different combinations of restrictions §28 data types with a naming convention

Examples LocalDateType LocalDateNkType notKnown LocalDateNaType notApplicable DateTimeType T10:30+01:00

Implementation Considerations §Lists 4 questions to answer when selecting the correct date time data type §Default values §Start and end date inclusivity §DTD versus schema

Effective Dating §This standard has no schema! §Provides clear, concise terms for discussing effective dating §Includes guidelines use of effective dating in HR-XML Consortium standards

Guidelines §When to use Transaction Date/Time vs. Effective Date/Time §How to determine the granularity required for effective dating §How to use Effective Dating with different types of processes, i.e. Inserts vs. Modifications §When to use the various types in the DateTime Data Types when applying effective and transaction dating

Examples … notApplicable … notKnown …

Contact Method §Many HR transactions need to pass contact information §Each contact person may have more than one method of contact –telephone, mobile phone, address, SMS, fax, etc. §Methods have use – business, business direct, personal, etc. §Methods have location – office, car, home, etc. §Methods have times of availability – weekends, 24x7, etc.

Example … direct onPerson Weekdays

Supported Devices §Telephone §Mobile phone §Fax §Pager §TTYTDD §Internet Address §Internet Web Address §Postal Address

Schema

Entity Identifiers §HR transactions pass objects around §A subsequent transaction may need to refer to objects passed in an earlier transaction §Objects need identifiers for this to happen §Much like foreign keys in relational databases

Example … … KD ….

Schema

Standard Addresses: §Identifiers made up of multiple parts §Ability to describe within the data what the identifier represents §Identification of the issuer of an identifier §Effective dating of an identifier §Management of identifier change as a business and transactional process §Multiple identifiers for the same entity

Standard does not Address: §Guaranteeing the uniqueness of identifiers §Method of issuing identifiers §Taxonomies of identification owners (such as company names or IDs, government names or country codes, etc.) or typical data used (such as Social Security Number, employee ID, drivers license number, name, date of birth, etc.)

Current CPO Work §HR Data Dictionary §OrganizationUnit

HR-XML: the CPO data HR-XML: the other data HR-XML: the companies HR-XML: the organization

HR-XML Projects Recruiting and Staffing. Cross-Process Objects. (currently focusing on OrganizationalUnit) Data Dictionary. Benefits Enrollment. Payroll. Job/Position. Competencies. Business/Life Events. Time-Expense Reporting. Staffing Industry Data Exchange Standards (SIDES). Employer Advisory Council. Screening/Background Checks. Employee Stock Purchase/Stock Options.

Reviewing Progress §Ended 2000, with 3 approved specs. §End 2001, with 10 additional: Competencies Version 1.0 (2001-Oct-16) DateTime Data Types Version 1.1 (2001-Oct-16) Effective Dating Version 1.0 ( ) PersonName Version 1.2 (2001-Oct-16) PersonName Version 1.1 ( ) PostalAddress Version 1.2 (2001-Oct-16) PostalAddress Version 1.1 ( ) Enrollment Version 1.0 ( ) Staffing Exchange Protocol Version 1.1 ( ) Time Expense Reporting Version 1.0 ( )

2002: Continuing Progress §Approved in January: TimeCardConfiguration 1.0 PayrollBenefitContributions 1.0 WorkSiteAndEnvironment 1.0 ContactMethod 1.0 JobPositionHeader 1.0 §Approved in April: Staffing Industry Data Exchange Standards 1.0 Background Check 1.0 Resume 2.0 HR-XML Extension 1.0 TimeCard 2.0 Approved in October: Employee Stock Plans Interface 1.0 §Approved in July: BenefitsEnrollment 2.0

2003: Poised for Further Progress On the horizon: §PayrollInstructions 1.0 * §Organization/OrganizationUnit 1.0 * §BackgroundChecking 2.0 * §Staffing Exchange Protocol 2.0 * §Certification program: §SIDES France Initiative §Data Dictionary §HR-XML New Architecture §Metrics Reporting 1.0? (Proposed) §Competencies 1.1 or 2.0? (Proposed)

HR-XML: the CPO data HR-XML: the other data HR-XML: the companies HR-XML: the organization

Acord; Adecco Corporation*; ADP*; Aetna US Healthcare*; Allegis Group, Inc./Thingamajob.com*; American Background Information Services, Inc.; American Staffing Association; ARINSO International; Association of Test Publishers; Authoria*; BEA Systems, Inc.; Best Software; BP; BrassRing, Inc.; CareerBuilder; CDI Corp/MRI*; Ceridian*; Cisco Systems; CitiStreet*; CompuCorps Mentoring; Crestone International*; Cross Current Corporation; Cyborg Systems, Inc.*; Defense Finance and Accounting Service; Development Dimensions International; Dobbs Temporary Services, Inc.; eBenX*; Embrace Ltd*; Employease, Inc.*; Enrollcom; e-peopleserve ltd; esohXML.org; European Community Telework Forum; EVolve Software; ExecuTRACK Software GmbH; Fidelity Investments*; Fieldglass, Inc.; Great Plains*; Halcyon Internet plc; HayGroup; Hewitt Associates LLC*; Hewlett-Packard Co; Hire.com*; HireCheck*; HireRight, Inc.; HotJobs.com, Ltd.*; IBM*; International Association for Human Resource Information Management (IHRIM); Intuit*; iXmatch Inc.; J.D. Edwards*; Job Partners Ltd; JobScout24; Kadiri,Inc.*; Kelly Services*; Kenexa, Inc.*; Korn/Ferry International*; Kronos Incorporated; MagnaWare, Inc.; Manpower, Inc.*; MBH Solutions, Inc.; Microsoft HRIT; Minnesota Life; Modis Professional Services, Inc.*; Monster.com; MrTed; MSX International; National Resume Writers' Association; nextSource; Northrop Grumman Corporation; Object Management Group; Online Benefits, Inc.*; Oracle*; Peopleclick*; PeopleSoft*; Personic*; ProAct Technologies, Inc.*; ProBusiness Services, Inc.; Profile Up; Prudential Financial; Randstad Holding*; Recruitsoft, Inc.; Reed Business Information; RewardsPlus; Robert Half International, Inc.*; Rompetrol Refining -- Petromidia Complex; SAP*; Schlumberger; Shell Oil Company -- Shell People Services; Siemens Business Services oHG; Society for Human Resource Management; Spherion Corporation*; StepStone; Swedish National Labour Market Board; Synhrgy HR Technologies, Inc.; Tesseract Corporation*; The 401(k) Company; The Aviant Group; The People Business Network, Inc.; Towers Perrin*; Transcentive; Ultimate Software*; Unicru; Unifi Network; Vedior NV; Volt Services Group*; Watson Wyatt Worldwide*; William M. Mercer, Incorporated; Workscape, Inc.; and WOWemployers Network, Inc. Whos Driving HR-XML?

Acord; Adecco Corporation*; ADP*; Aetna US Healthcare*; Allegis Group, Inc./Thingamajob.com*; American Background Information Services, Inc.; American Staffing Association; ARINSO International; Association of Test Publishers; Authoria*; BEA Systems, Inc.; Best Software; BP; BrassRing, Inc.; CareerBuilder; CDI Corp/MRI*; Ceridian*; Cisco Systems; CitiStreet*; CompuCorps Mentoring; Crestone International*; Cross Current Corporation; Cyborg Systems, Inc.*; Defense Finance and Accounting Service; Development Dimensions International; Dobbs Temporary Services, Inc.; eBenX*; Embrace Ltd*; Employease, Inc.*; Enrollcom; e-peopleserve ltd; esohXML.org; European Community Telework Forum; EVolve Software; ExecuTRACK Software GmbH; Fidelity Investments*; Fieldglass, Inc.; Great Plains*; Halcyon Internet plc; HayGroup; Hewitt Associates LLC*; Hewlett-Packard Co; Hire.com*; HireCheck*; HireRight, Inc.; HotJobs.com, Ltd.*; IBM*; International Association for Human Resource Information Management (IHRIM); Intuit*; iXmatch Inc.; J.D. Edwards*; Job Partners Ltd; JobScout24; Kadiri,Inc.*; Kelly Services*; Kenexa, Inc.*; Korn/Ferry International*; Kronos Incorporated; MagnaWare, Inc.; Manpower Inc.*; MBH Solutions, Inc.; Microsoft HRIT; Minnesota Life; Modis Professional Services, Inc.*; Monster.com; MrTed; MSX International; National Resume Writers' Association; nextSource; Northrop Grumman Corporation; Object Management Group; Online Benefits, Inc.*; Oracle*; Peopleclick*; PeopleSoft*; Personic*; ProAct Technologies, Inc.*; ProBusiness Services, Inc.; Profile Up; Prudential Financial; Randstad Holding*; Recruitsoft, Inc.; Reed Business Information; RewardsPlus; Robert Half International, Inc.*; Rompetrol Refining -- Petromidia Complex; SAP*; Schlumberger; Shell Oil Company -- Shell People Services; Siemens Business Services oHG; Society for Human Resource Management; Spherion Corporation*; StepStone; Swedish National Labour Market Board; Synhrgy HR Technologies, Inc.; Tesseract Corporation*; The 401(k) Company; The Aviant Group; The People Business Network, Inc.; Towers Perrin*; Transcentive; Ultimate Software*; Unicru; Unifi Network; Vedior NV; Volt Services Group*; Watson Wyatt Worldwide*; William M. Mercer, Incorporated; Workscape, Inc.; and WOWemployers Network, Inc. Whos Driving: Staffing Firms

Acord; Adecco Corporation*; ADP*; Aetna US Healthcare*; Allegis Group, Inc./Thingamajob.com*; American Background Information Services, Inc.; American Staffing Association; ARINSO International; Association of Test Publishers; Authoria*; BEA Systems, Inc.; Best Software; BP; BrassRing, Inc.; CareerBuilder; CDI Corp/MRI*; Ceridian*; Cisco Systems; CitiStreet*; CompuCorps Mentoring; Crestone International*; Cross Current Corporation; Cyborg Systems, Inc.*; Defense Finance and Accounting Service; Development Dimensions International; Dobbs Temporary Services, Inc.; eBenX*; Embrace Ltd*; Employease, Inc.*; Enrollcom; e-peopleserve ltd; esohXML.org; European Community Telework Forum; EVolve Software; ExecuTRACK Software GmbH; Fidelity Investments*; Fieldglass, Inc.; Great Plains*; Halcyon Internet plc; HayGroup; Hewitt Associates LLC*; Hewlett-Packard Co; Hire.com*; HireCheck*; HireRight, Inc.; HotJobs.com, Ltd.*; IBM*; International Association for Human Resource Information Management (IHRIM); Intuit*; iXmatch Inc.; J.D. Edwards*; Job Partners Ltd; JobScout24; Kadiri,Inc.*; Kelly Services*; Kenexa, Inc.*; Korn/Ferry International*; Kronos Incorporated; MagnaWare, Inc.; Manpower, Inc.*; MBH Solutions, Inc.; Microsoft HRIT; Minnesota Life; Modis Professional Services, Inc.*; Monster.com; MrTed; MSX International; National Resume Writers' Association; nextSource; Northrop Grumman Corporation; Object Management Group; Online Benefits, Inc.*; Oracle*; Peopleclick*; PeopleSoft*; Personic*; ProAct Technologies, Inc.*; ProBusiness Services, Inc.; Profile Up; Prudential Financial; Randstad Holding*; Recruitsoft, Inc.; Reed Business Information; RewardsPlus; Robert Half International, Inc.*; Rompetrol Refining -- Petromidia Complex; SAP*; Schlumberger; Shell Oil Company -- Shell People Services; Siemens Business Services oHG; Society for Human Resource Management; Spherion Corporation*; StepStone; Swedish National Labour Market Board; Synhrgy HR Technologies, Inc.; Tesseract Corporation*; The 401(k) Company; The Aviant Group; The People Business Network, Inc.; Towers Perrin*; Transcentive; Ultimate Software*; Unicru; Unifi Network; Vedior NV; Volt Services Group*; Watson Wyatt Worldwide*; William M. Mercer, Incorporated; Workscape, Inc.; and WOWemployers Network, Inc. Whos Driving: HR Software/Services

Acord; Adecco Corporation*; ADP*; Aetna US Healthcare*; Allegis Group, Inc./Thingamajob.com*; American Background Information Services, Inc.; American Staffing Association; ARINSO International; Association of Test Publishers; Authoria*; BEA Systems, Inc.; Best Software; BP; BrassRing, Inc.; CareerBuilder; CDI Corp/MRI*; Ceridian*; Cisco Systems; CitiStreet*; CompuCorps Mentoring; Crestone International*; Cross Current Corporation; Cyborg Systems, Inc.*; Defense Finance and Accounting Service; Development Dimensions International; Dobbs Temporary Services, Inc.; eBenX*; Embrace Ltd*; Employease, Inc.*; Enrollcom; e-peopleserve ltd; esohXML.org; European Community Telework Forum; EVolve Software; ExecuTRACK Software GmbH; Fidelity Investments*; Fieldglass, Inc.; Great Plains*; Halcyon Internet plc; HayGroup; Hewitt Associates LLC*; Hewlett-Packard Co; Hire.com*; HireCheck*; HireRight, Inc.; HotJobs.com, Ltd.*; IBM*; International Association for Human Resource Information Management (IHRIM); Intuit*; iXmatch Inc.; J.D. Edwards*; Job Partners Ltd; JobScout24; Kadiri,Inc.*; Kelly Services*; Kenexa, Inc.*; Korn/Ferry International*; Kronos Incorporated; MagnaWare, Inc.; Manpower, Inc.*; MBH Solutions, Inc.; Microsoft HRIT; Minnesota Life; Modis Professional Services, Inc.*; Monster.com; MrTed; MSX International; National Resume Writers' Association; nextSource; Northrop Grumman Corporation; Object Management Group; Online Benefits, Inc.*; Oracle*; Peopleclick*; PeopleSoft*; Personic*; ProAct Technologies, Inc.*; ProBusiness Services, Inc.; Profile Up; Prudential Financial; Randstad Holding*; Recruitsoft, Inc.; Reed Business Information; RewardsPlus; Robert Half International, Inc.*; Rompetrol Refining -- Petromidia Complex; SAP*; Schlumberger; Shell Oil Company -- Shell People Services; Siemens Business Services oHG; Society for Human Resource Management; Spherion Corporation*; StepStone; Swedish National Labour Market Board; Synhrgy HR Technologies, Inc.; Tesseract Corporation*; The 401(k) Company; The Aviant Group; The People Business Network, Inc.; Towers Perrin*; Transcentive; Ultimate Software*; Unicru; Unifi Network; Vedior NV; Volt Services Group*; Watson Wyatt Worldwide*; William M. Mercer, Incorporated; Workscape, Inc.; and WOWemployers Network, Inc. Whos Driving: Customers

HR-XML: the CPO data HR-XML: the other data HR-XML: the companies HR-XML: the organization

What is HR-XML? Independent, non-profit corporation (Dec 1999) Define standard vocabularies to streamline HR data interchange Open to users, vendors, consultants, standards bodies, employers and other end-users, and individuals 115+ organizational members International – Mission to produce specifications that are relevant and useful across many country contexts.

Transport (e.g. HTTP, FTP, SMTP) Payload Includes the information necessary to complete an interaction within a business process. HR-XML focuses on specifications for message payload, but aims to provide context and guidance to enable the entire exchange. Protocol (e.g. SOAP) Framework (e.g. BOD, BizTalk, Prov Env) Payload (e.g. JobPositionSeeker) What Does HR-XML Deliver?

Board of Directors Business Steering Committee Technical Steering Committee Recruiting & Staffing Benefits Enrollment Payroll Time Reporting Stock Plans Competencies Cross Process Objects Organizational Structure SIDESOther Projects

New Projects BSC requirements: Proposal in standard template 3 sponsor organizations 10 participants Resources identified for major roles (Project Leader; Secretary/Recorder; Schema Editor; Modeler/Facilitator; Domain Coordinator; CPO liaison)

HR-XML Guiding Principles Embrace multidisciplinary approach Encourage innovation Preserve open process Focus on deliverables Measure quality of standards by their adoption Involve the end-user community; obtain input from domain experts Focus on real-world prototyping of exchanges between members

Workgroup Methodology 1.Model Business Process 2.Identify Interaction Points 3.Define Message Requirements and Interaction Specifications 4.Develop Schema

Model Business Process Describe general business process Identify roles and responsibilities Identify interaction points Use a UML activity diagram NOT a prescriptive standard for the business process!

JobPositionPosting Activity Diagram

HR-XML and OAGIS? HR BODs Simply make BODs with HR-XML payloads? Draft of this already exists Data integration – what, how, how much! Follow the bandwidth! Framework Binding Proof Of Concept Implementation Practices – a survey Architecture collaboration HR-XML 2_0 due in January